Commit Graph
12 Commits
Author SHA1 Message Date
jcoffey-dev b786e89b42 Take the target version from the binary when there is no route out
preflight asked the GitHub release API which version it was upgrading to,
so a host with no internet failed there even with the target binary already
on disk - and `run` never passed its own --target-binary down to preflight,
so supplying one did not help. Read the version from the binary instead
when one is given, and fail if it is not the version the run targets.

Found by the first preflight against the production clone, which is
deliberately cut off from the network.
2026-08-24 15:27:20 -07:00
jcoffey-dev 0739866c14 Let a host with no internet supply the migration script itself
`run` and `rehearse` always fetched migrate_v016.py from GitHub, so a mail
server with no route out could not be migrated at all - an air-gapped host,
or a clone deliberately cut off so it cannot renew certificates or deliver
queued mail for the domains it was copied from. --migration-script takes a
local copy instead, still checked against --migration-script-sha256 when one
is pinned.

Found while staging a production clone for a dress rehearsal: the clone has
no route out on purpose, and that is exactly the property that stops a copy
of a live mail server doing something in the real world.
2026-08-24 15:12:35 -07:00
jcoffey-dev 28128633ef Check the migration actually kept everything, and let report say so
internal/validate was written and tested and then never called: `run` ended
at cutover, so the tool performed a migration and never confirmed it had
carried the data across, and `report` was an error message pointing at the
package that would have answered.

`run` now compares the migrated instance against the snapshot preflight took
and fails if an account or a domain that existed before is missing from it.
The comparison runs against the service cutover has just started, which is
the instance people will actually use - its real config, its real ports,
under its real service manager - and costs no extra downtime; booting a
second copy inside the maintenance window would. BootCheck stays as the
equivalent for an instance the tool boots itself.

The service is left running on a failure. By that point the store has been
migrated in place, so stopping it undoes nothing, and only the operator can
weigh the finding against their recovery point.

A check that could not run is reported as skipped, never as a pass. Preflight
only captures the "before" when it has an admin URL, and a run without one
has to say it compared nothing rather than imply everything survived - which
is the exact failure ARCHITECTURE.md §4.7 warns about. `report <run-id>`
re-reads the recorded verdict rather than re-checking: run again next week
and you would be asking how the instance looks now, not how it looked when
it was migrated.

§4.7 said validation ran after cutover while the only implementation booted
its own copy, and listed a suite far larger than what exists. It now says
which of the two happens, and which checks are real.
2026-08-24 12:27:36 -07:00
jcoffey-dev e955a41d58 Fix the domain/tenant mismatch that failed the second live migration
The second production attempt failed during recovery-mode apply, with the
mail server already stopped and the store already at schema v6:

    create Account restore-13: invalidForeignKey | Object id: Domain#d

v0.16 requires a tenant-scoped Account to sit on a Domain owned by that
same tenant, for its primary domain and for every alias. v0.15 imposed no
such rule, and migrate_v016.py carries the two facts over independently:
_build_domains sets a domain's memberTenantId only for domains declared as
their own `domain` principal with a `tenant`, while _build_user sets the
account's from the account's own record. A domain that exists only inside
an email address is inferred, gets no tenant, and every tenant-scoped
account using it is then rejected.

Established by reproduction rather than inference: a synthetic v0.15
principal dump, run through the unpatched upstream converter and applied to
a real 0.16.14 in recovery mode, reproduces the error character for
character - the `#d` is the server's own object id for the offending
domain, not a plan client-id. The same harness establishes which directions
are constrained: a tenant-scoped account on a tenant-less domain or on
another tenant's domain is rejected; a global account on a tenant-owned
domain is accepted.

  - applyplan.ReconcileDomainTenants repairs the plan between convert and
    apply. Where a tenant-less domain is used only by accounts of one
    tenant, the domain adopts that tenant - the sole assignment that both
    applies and keeps every account. Where accounts genuinely disagree it
    changes nothing and reports why, because forcing such a plan through
    would mean dropping mailboxes.
  - stalwartapi.FetchTenantLayout maps tenant membership over the 0.15 REST
    API and predicts the outcome with the same rule the server enforces, so
    preflight either warns about the domains that will adopt a tenant or
    fails - while the service is still running.
  - The plan is parsed generically rather than through the typed Operation.
    A real export.json mixes shapes: `create` maps a client-id to an object,
    `update` carries a flat one. The typed form failed on the first `update`
    line, found by running against actual converter output. Numbers decode
    as json.Number so a 10 GiB quota is not rewritten as 1.073741824e+10.

Corrects the record: the previous commit claimed the converter emits every
Account with `tenantId: null` and made preflight refuse every multi-tenant
install on that basis. The field is memberTenantId, the converter does
populate it, and the export had been inspected for a key no version of the
script ever writes. The refusal is now narrowed to what v0.16 genuinely
cannot represent.

The same fix has been prepared for migrate_v016.py upstream. The tool
downloads that script rather than vendoring it, so the repair stays here
until a released version carries it, and is a no-op on a consistent plan.
2026-08-24 00:27:26 -07:00
jcoffey-dev 9faa21f4f1 Fix the three defects that cost a production restore
A live migration on 2026-08-24 stopped a production mail server and then
discovered the host's stalwart-cli was 0.13.4 - present, but from when the
CLI shipped with the server, with no `apply` command. The migration needs
v1.0.2+ from the separately-versioned stalwartlabs/cli repository.

Recovery was closed in both directions. v0.16's recovery-mode boot had
already bumped the store schema to v6, so the 0.15.5 binary refused to
reopen it ("expected 5 or below, found 6"). Going forward needed
export.json, which this tool's own failure path had deleted - and
regenerating it required a settings dump from a live v0.15 instance that
could no longer start. The operator restored a day-old snapshot and lost a
day of mail across nine domains.

Three fixes:

1. preflight.CheckExternalTools verifies stalwart-cli exists and is v1.0.2
   or later, and that python3 runs - before anything is touched. Every fact
   needed to prevent this was available in under a second from a stopped
   state. Skipped for a patch upgrade, which invokes neither tool.

2. A failed run no longer deletes its work directory. Cleaning up on every
   exit path was right for a sandboxed rehearsal and catastrophic here:
   once the service is stopped the settings dump cannot be regenerated, so
   deleting it removes the only way forward. The failure now prints the
   resume command instead.

3. `run --resume <id>` continues an interrupted run. The checkpoint
   machinery existed but never engaged, because run created a new run every
   invocation - so a retry re-ran preflight against a binary already moved
   aside, and failed. Completed steps are skipped from the checkpoint.

Proven against a VM built to match the failure: stalwart-cli 0.15.5,
accounts and mail seeded.

  * preflight refused, service still active, mail still accepted
  * a stub CLI passing --version and failing apply left the run stopped
    with all eight inputs intact and the resume command printed
  * --resume carried it to a clean finish: five seconds of downtime,
    listeners regenerated, admin role restored, quotas rebuilt

That failure-path test is the one that should have run before production.
Every earlier test had stalwart-cli installed from the start, and the one
failure I did exercise happened to leave its artifacts behind.
2026-08-23 23:20:47 -07:00
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 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