Commit Graph
10 Commits
Author SHA1 Message Date
jcoffey-dev 5a4c175042 Implement run: the migration pipeline, end to end
The phases have all existed for a while; nothing chained them. The order
here is the one arrived at by performing this migration by hand against a
clone of production before writing it down:

    preflight -> stage -> dump -> preserve binary -> STOP ->
    convert -> supplement -> recovery-mode migration -> cutover -> START

The dump runs before the stop because it reads settings over the admin API,
and a stopped server has no admin API. Everything from the stop to the end
of cutover is downtime.

internal/stage fills the last missing phase (4.3): resolve the release,
take the x86_64 linux-gnu server build and refuse to substitute another,
verify a pinned checksum if one was given, extract the binary - refusing
any archive entry that isn't a regular file, since a tarball is untrusted
input - and confirm the result reports the version its tag claimed.
Everything upstream of that last check is an assumption about someone
else's release process.

Two gates, separate on purpose. --yes is about intent. --recovery-point-
confirmed is a claim about the world: this tool cannot undo a migration
(4.8) and cannot check whether a snapshot exists, so a run that proceeded
without the operator asserting one would be proceeding on a hope.

Verified end to end against a real Stalwart 0.15.5 with email-style account
names, a named admin account, and seeded mail:

    MIGRATION COMPLETE. Mail was down for 6s.

Every cutover step green, including recalculate-quotas ("rebuilt disk
quotas for 2 account(s)") - the first time the x:Task wire format inferred
from Stalwart's schema reference has actually been exercised. It works,
now that endpoint discovery and role restoration make it reachable. After
the migration the named admin still administers, alice logs in with
unchanged credentials to the same four messages, and new SMTP delivery is
accepted.

Both refusal gates were tested, as was the failure path: an apply that
fails leaves the run stopped with the store part-migrated, and the error
says to restore the recovery point rather than restart the old version
against it.
2026-08-23 22:49:21 -07:00
jcoffey-dev 0d83283caa Classify the unmigrated settings instead of just counting them
A production rehearsal reported 12,182 settings not carried over by
migrate_v016.py. As a bare number that reads as an impossible amount of
manual reconstruction, and it is misleading. Snapshotting a v0.16.14 store
migrated from a real v0.15.5 showed what those settings actually are:

    8547  regenerates         server.blocked-ip
    3337  shipped with v0.16  lookup.url-redirectors, lookup.trusted-domains,
                              spam-filter.list, spam-filter.rule,
                              spam-filter.dnsbl, lookup.surbl-hashbl
     224  already carried     server.listener, signature.* (DKIM)
     293  NEED YOUR REVIEW    queue.schedule, config.local-keys,
                              server.auto-ban, spam-filter.llm, queue.tls, ...

server.blocked-ip is auto-ban state that repopulates from live traffic. The
stock groups are data v0.16 provides itself - 2,084 MemoryLookupKey, 66
SpamRule and 18 SpamDnsblServer objects were already present in the migrated
store. DKIM came across as DkimSignature objects with private keys intact,
verified on that instance. So the real worklist is ~293 keys, not 12,182.

backup.UnmigratedReport.Classify encodes this and the rehearsal now reports
the categorised view. Rules match longest-prefix-first, because
server.blocked-ip is runtime state while server.auto-ban beside it is
configuration, and an unrecognized prefix defaults to "needs review" -
assuming an unknown setting is safe to ignore is the wrong default.

This also retired the lookup and spam-filter generators that were the
planned next step. v0.15's rules are stwt_rbl_senderscore_ip; v0.16's are
STWT_RBL_SENDERSCORE_IP - the same stock set, already installed. Generating
them from v0.15 would duplicate every rule and revert upstream updates, so
they were deliberately not written. The targets worth generating are the
small site-specific groups instead: queue.schedule, queue.tls,
session.auth, server.auto-ban.

No production data in this commit: the test fixture uses the real group
names and counts with example.com standing in for customer domains.
2026-08-23 22:07:29 -07:00
jcoffey-dev 28c0fa57cb Restore administrator roles that migrate_v016.py drops
Chased down why a migrated instance had no working administrator. The
account authenticated fine and was refused every management call, and the
cause is that migrate_v016.py assigns every migrated account the User role
regardless of what it held before: an account that was `roles: ["admin"]`
in v0.15 comes out the far side as `roles: {"@type": "User"}`.

Ordinary users were never affected - User is what they had and what they
get - and their credentials, mail and mailboxes survive untouched. It is
specifically administrators who lose their privileges, which is a bad thing
to discover after cutting over.

The v0.16 shape came from the server's own schema document rather than the
published reference: GET /api/schema defines x:UserRoles as a multi-variant
type with variants User, Admin and Custom. Account is itself multi-variant,
so an upsert needs its own "@type" too - without it the server rejects the
operation outright ("upsert entry is missing `@type`").

applyplan.AccountRoleOperations restores roles from the principals dump,
emitting operations only for accounts whose role actually changes.
Rewriting every account would be a much larger blast radius for no benefit.
Where v0.15 listed several roles, admin wins - under-privileging an
administrator locks them out, which is the failure being fixed - and the
collapse is reported rather than done silently, as are roles with no known
v0.16 equivalent.

Verified end to end on the smoke VM: rehearse against the real 0.15.5 put
the role operation in the supplement, applying that supplement to a
migrated 0.16.14 whose admin was broken restored management access
(accounts=3), and alice and bob logged in over IMAPS with unchanged
credentials, read their mail, and accepted new SMTP delivery.

Also recorded: x:Account.domainId returns an internal id on v0.16, not a
domain name, so the post-migration directory comparison would read every
domain as missing. Resolving that needs an x:Domain/get call not yet
confirmed against the binary.
2026-08-23 21:42:40 -07:00
jcoffey-dev 3bd694114f Generate a v0.16 apply plan for the listeners migrate_v016.py leaves behind
First piece of ARCHITECTURE.md 4.3's apply-plan, and the piece that decides
whether a migrated server answers at all: server.listener is not among the
settings the official converter carries, so a freshly migrated instance
binds nothing. Every other unmigrated setting degrades the server; this one
stops it being a server.

internal/applyplan maps server.listener.* onto x:NetworkListener objects and
reports its own coverage. Against the smoke instance that is 24 of 3,505
unmigrated keys - 0.7% - and the output says 0.7%, listing the largest
groups it did not touch. A plan covering a fraction while implying
completeness would be worse than no plan.

The wire format was confirmed against the binary, not the documentation.
The published schema reference gives NetworkListener.bind as a JSON array;
0.16.14 rejects that outright ("Invalid value for object property.
Properties: bind"). The encoding it accepts is a value-keyed set,
{"[::]:25": true}, found by applying a plan to a live recovery-mode 0.16.14
and reading it back with `stalwart-cli snapshot`. Only mappings confirmed
that way are in DefaultGenerators; managesieve -> manageSieve is the one
protocol whose spelling changes, and an unrecognized protocol is reported
and skipped rather than passed through to fail at apply time.

Operations are upserts matched on name, so a plan can be re-run - an
operator will run it more than once - and the supplement is applied after
export.json rather than merged into it, so a generated mapping can never
override one the official script got right.

Verified end to end: rehearse against a real 0.15.5 generated ten
listeners, `stalwart-cli apply` created all ten on a real 0.16.14 with zero
failures, a snapshot read them back with correct protocols, binds and TLS
flags, and re-applying reported 10 updated / 0 created / 0 failed.
2026-08-23 21:12:45 -07:00
jcoffey-dev a0f846a31b Replace the sandbox dry run with a read-only rehearsal
`run --dry-run` cloned the data directory into a sandbox, migrated the copy,
booted it, and compared content before and after. Running that design
against a real 0.15.5 instance and a real production settings corpus
retired it:

  * The mechanics were never the risk. Backup, dump, convert and the
    recovery-mode store migration all worked essentially first time.
  * Its final comparison cannot work at all. It needs the migrated sandbox
    to answer an API, and server.listener is not among the settings
    migrate_v016.py carries - so a migrated instance has no listeners and
    answers on nothing. That is the true post-migration state, not a
    sandbox artifact to engineer around.
  * The expensive half bought the least: against a 3.6 GB production store
    it copies the data twice, reading a live mail store, to prove RocksDB
    files copy and recovery mode can open them.

Meanwhile the cheap half found every problem that would have derailed a
real migration - an empty defaultHostname v0.16 rejects, passwords v0.16
refuses to create, and a 12,182-key reconstruction worklist - and needs no
data copy at all.

So `stalwart-migrate rehearse`: preflight, dump, convert, report. It copies
nothing, starts no server, and never writes to the store, so it is safe to
run against production repeatedly without a maintenance window. It needs no
target binary either, since convert is pure Python.

The scratch directory is cleaned up as before, with the rehearsal's two
conclusions lifted out first and recorded as artifacts: export.json (what
will carry over) and unmigrated.txt (what will not). Recording an artifact
whose path was about to be deleted was a bug in the first cut of this;
both now resolve.

`run` keeps its refusal and explains where rehearse went. `--dry-run` is
kept as a flag purely to say what replaced it.

Verified against the smoke VM end to end: rehearsal completes read-only in
seconds and reports 3505 unmigrated settings on a default install,
listeners included.
2026-08-23 20:50:40 -07:00
jcoffey-dev b88724632c Capture and surface the settings migrate_v016.py does NOT migrate
Ran the converter against a real production settings corpus pulled from the
instance this tool is being built to migrate (secrets scrubbed on that host;
nothing sensitive transited). The result reframes what "a successful
migration" means:

    total settings:     12401
    NOT migrated:       12182  (98.2%)
    actually migrated:  219  (1.8%)

Stalwart's own script reports this in an unmigrated.txt it writes beside its
output - and this tool was throwing that file away. Worse, RunSettingsConvert
never set cmd.Dir, so the script wrote unmigrated.txt into whatever directory
the operator happened to launch from, or failed the whole convert when that
directory wasn't writable. Both reproduced.

The largest groups left behind on production are spam-filter rules, DNSBLs,
trusted-domain and URL-redirector lookups, queue scheduling and TLS
settings - and server.listener. That last one explains something that had
been puzzling from an earlier smoke run: a freshly migrated 0.16 instance
answered on none of the ports the old one did, and served nothing but
/admin. Its listeners never migrated.

So:

- SettingsConvertOptions gains WorkDir, and the convert runs there. The
  report lands somewhere known and an unwritable cwd can't fail the step.
- ReadUnmigratedReport parses it; UnmigratedReport.Summary renders the
  largest groups first.
- The dry run records it as an "unmigrated-settings" artifact with a
  checksum, notes the count in the checkpoint step, and prints it as a
  standing warning rather than a footnote.

ARCHITECTURE 4.3 anticipated a "best-effort apply-plan" gap here. The gap is
not a few stragglers needing review; it is effectively the entire
configuration, and the tool has to say so where nobody can miss it.

Verified against the smoke VM: even a default `stalwart --init` instance
reports 3505 of ~3514 settings unmigrated, listeners included.
2026-08-23 20:00:23 -07:00
jcoffey-dev 4b0bec8956 Add SPDX headers to every Go file
GPLv3's "How to Apply These Terms" asks for a notice in each source file;
this is the modern two-line SPDX form of it rather than the full paragraph.
82 files, including tests.

The blank line after the header is load-bearing. In Go a comment block
immediately preceding `package X` becomes the package doc comment, so
without the separator the SPDX lines would be absorbed into the doc for the
eleven packages whose doc.go (or main.go) opens with one, and `go doc` would
print them. Verified it doesn't.
2026-08-23 18:03:15 -07:00
jcoffey-dev 7e04351b0f Add cutover; drop rollback in favour of operator-provided recovery
Two changes that arrived together: the cutover phase (ARCHITECTURE.md 4.5)
is implemented, and the rollback phase is deleted. Recovery from a failed
migration is now explicitly the operator's own snapshot or backup, and out
of scope for this tool.

internal/cutover implements 4.5 as seven checkpointed steps: verify the
staged binary's version, install it, preserve and rewrite the service
definition, reload, start, wait for a healthy JMAP session, recalculate
quotas.

The unit is rewritten in place rather than generated from a template. An
operator's unit carries hardening options, limits and dependencies this
tool has no business having an opinion about, and regenerating it would
silently drop them. It repoints ExecStart (preserving systemd's -@:+!
prefix characters and every argument after the executable), updates
--config, and strips recovery-mode Environment lines - leaving
STALWART_RECOVERY_MODE=1 set would recovery-boot the service on every
restart, forever. It refuses on a unit with no ExecStart, and on an
Environment line mixing a recovery variable with others: a line it only
partly understands is one it must not edit.

Quota recalculation is the one step allowed to fail without failing the
phase. Its wire format is grounded in Stalwart's x:Task schema reference -
Task/set creating one AccountMaintenance per account with maintenanceType
recalculateQuota - but the upgrade guide only documents the WebUI path, so
two details remain inferred and are called out in stalwartapi/task.go:
whether the schema's "read-only" annotation on accountId/maintenanceType
means "immutable after creation", and whether a finished task simply leaves
the queue (TaskStatus documents Pending/Retry/Failed with no success
state). Warning rather than failing is the honest response to that
uncertainty, and stale counters are an accounting problem next to calling
for a restore of a machine that is otherwise migrated and serving mail.

Docker deployments are refused outright: cutting a container over means
pulling an image and recreating it, not swapping a binary.

On removing rollback. The implementation worked and was tested, and it was
removed because restoring bytes correctly is not the hard part. It copied
file contents and permissions and verified every restored file against a
manifest - and did not preserve ownership. Run as root, as this tool
requires, it would have produced a byte-perfect, checksum-verified,
root-owned data directory that Stalwart, running as its own user, could not
open, and it would have reported success. The PostgreSQL path was worse:
pg_dump without --clean emits CREATE TABLE + COPY, which fails replaying
into a database whose tables still exist, and the ON_ERROR_STOP=1 added so
a half-applied restore couldn't be reported as success turned that into a
hard failure. None of it had ever run against a real server. A filesystem
snapshot has none of these failure modes, because it never lost the
metadata to begin with.

So cutover's gate is no longer rollback.CanRollBack but an explicit
RecoveryPointConfirmed acknowledgement. That is an assertion, not a check -
this tool cannot verify someone else's snapshot - and its only value is
that nobody migrates a production mail server having never been asked the
question. Two consequences are accepted deliberately: restoring any
pre-migration recovery point discards mail delivered since, and a failed
migration now stops and reports rather than undoing itself.

What the tool still does to make a manual restore easier: the old binary is
preserved and never deleted, the original service definition is preserved
before the rewrite, the settings and principals dumps stay on disk, and
every artifact path and checksum stays in the checkpoint where `status
<run-id>` can print it.

Also removed: the `confirm` command stub and RollbackWindowClosed, whose
only purpose was closing a rollback window that no longer exists, and
checkpoint.PhaseRollback. Old state.json files still load - JSON ignores
the now-unknown field.

Still open, and recorded in 8: cutover ignores systemd drop-ins, so an
ExecStart or Environment override in stalwart.service.d/*.conf is invisible
to the rewrite - including the recovery variable it exists to strip;
nothing prevents concurrent runs on the same run-id; and nothing in this
repo has ever run against a real Stalwart, real systemd, or a real store.
2026-08-23 17:52:47 -07:00
jcoffey-dev ade9906275 Implement internal/rollback and the service control it needs
Rollback was the one phase gating everything else: `run` without --dry-run
refused because this tool could not undo a cutover it had committed to.
That reason is now gone, and the refusal has narrowed to the fact that
there is no real cutover to undo yet.

internal/rollback implements ARCHITECTURE.md 4.8 as eight checkpointed
steps under PhaseRollback: verify-backup, stop-service,
preserve-failed-state, restore-data, restore-binary,
restore-service-config, start-service, verify-rollback.

Three things depart from what 4.8 specified, each for a reason:

- The backup is re-verified against its manifest *before* the service is
  stopped, which the design didn't call out. Finding a corrupt backup is
  survivable while the failed instance is still up, and unsurvivable once
  its data directory has been moved aside.
- BuildPlan is separate from Run, so every reason to refuse (closed
  rollback window, FoundationDB, no recorded backup, unknown deployment
  kind, missing database credentials) is found before anything is touched.
  The CLI prints that resolved plan and acts only with --yes.
- The restore is re-verified against the same manifest after writing. A
  restore that put back truncated bytes and reported success would be
  worse than one that failed outright.

Nothing from the failed attempt is deleted: the half-migrated data
directory and the displaced binary are moved to .failed-<run-id> names, so
a retry after the underlying issue is fixed still has both the evidence and
the artifacts. Afterwards a reduced validation suite runs against the
*restored* instance (version, reachability, directory counts) rather than
assuming the restore worked.

internal/service is a new package holding the systemd/Docker control this
needs. It's separate rather than living inside internal/rollback because
cutover will need the identical operations, and because the commands that
can take mail delivery down belong in one auditable place - the same
reasoning that makes stalwartapi the only thing speaking JMAP.
preflight.DeploymentKind is now a type alias for service.Kind so detection
and control can't drift apart. Its Active() reads `systemctl is-active`'s
output rather than its exit status: systemctl exits non-zero for every
non-active state, so exit-status logic would make "inactive" - the answer a
rollback most needs - look like a failure to read the state at all.

Also fixes a pre-existing bug in `status`: Go's flag package stops parsing
at the first positional argument, so `status <run-id> --state-dir X` looked
the run up in the default directory and reported it missing. `rollback`
would have inherited the same footgun on a command whose flags decide what
gets overwritten.

Still open: `confirm` cannot set RollbackWindowClosed. Rollback honours the
flag and refuses when it's set, but closing the window is the point of no
return for the backups this restores from, so it should land with the
retention policy 6 describes rather than before it.

Verified end to end against a fake systemd deployment: half-migrated data
restored to its original contents, failed state preserved, old binary
reinstalled and reporting 0.15.5, unit restarted, and a re-run of the
completed rollback inert.
2026-08-23 15:54:48 -07:00
jcoffey-dev 5566eed1c8 Fix module path and restore cmd/ omitted by gitignore
Rename module github.com/johnellis/stalwart-migrator ->
github.com/LINUXexpert-org/stalwart-migrator to match the repository
location, so the module resolves under `go get`.

The initial commit's .gitignore listed the compiled binary as a bare
`stalwart-migrate` pattern, which Git matches at any depth -- so it also
excluded the cmd/stalwart-migrate/ source directory, and the initial
commit shipped without the CLI entrypoint. Anchor the pattern to the
repo root as /stalwart-migrate and add the four missing files.

go build, go vet, and go test ./... all pass.
2026-08-22 18:23:48 -07:00