Commit Graph
13 Commits
Author SHA1 Message Date
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 c29140b6b3 Refuse multi-tenant installs in preflight, not after the service is stopped
A second live attempt failed in the same shape as the first: preflight
clean, settings dumped and converted, then a failure during recovery-mode
migration with the mail server already stopped.

    created Tenant (1)
    created Domain (9)
    create Account restore-13: invalidForeignKey | Object id: Domain#d

migrate_v016.py carries the Tenant and the Domains but emits every Account
with a null tenantId, so the account references a tenant-owned domain while
belonging to no tenant and the foreign key is rejected. That is Stalwart's
converter and there is nothing this tool can do about it: a multi-tenant
install has to be migrated by hand until the converter handles tenants.

What this tool got wrong was the timing. Tenant principals are one API call
away and were readable the entire time the server was running. Preflight now
queries them and fails before anything is touched, with an explanation of
exactly what would otherwise fail and when.

This is the same lesson as the stalwart-cli check: knowable in advance,
discovered after a production mail server had been stopped, twice. Any
dependency of the conversion belongs in preflight, not in the phase that
consumes it.

Also makes the external-tool checks advisory during `rehearse`, which never
invokes stalwart-cli - refusing to run read-only reconnaissance because the
operator lacks a tool that reconnaissance would tell them to get was
backwards.
2026-08-23 23:51:43 -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 a69f0bbff1 Fix two preflight defects a live production rehearsal found
Ran the rehearsal read-only against a live production instance. It
completed, and two preflight checks were wrong in ways a test instance
could not have shown.

1. Store-backend detection missed the config entirely. A config generated
   by `stalwart --init` declares `type = "rocksdb"` inside a
   `[store.rocksdb]` section, which is what every test fixture here used.
   The production config has no section headers at all and declares
   `store.rocksdb.type = "rocksdb"` flat. Detection only matched a bare
   `type` key, so it reported "no known store backend type found in config"
   and left topology.store_backend empty.

   That mattered more than a warning suggests: backup.Run treated an
   unrecognized backend as a *skip*, so a real run would have continued
   with no filesystem or database backup at all - the single artifact that
   phase exists to produce, quietly absent. Flat dotted keys are now
   detected, and an unrecognized backend is a hard failure rather than a
   skip.

2. The cluster warning didn't say where it matched. It fires on any
   occurrence of "cluster" anywhere in the config, which is the correct
   bias - a missed cluster corrupts a shared store - but on the production
   config the only match was inside the value of an unrelated setting,
   leaving a whole config to search to establish that. It now names the
   location and distinguishes a match in the setting name from one in its
   value.

Both verified against the real config: store-backend now reports
"rocksdb (store.rocksdb)", and the cluster warning names the setting,
making a false positive dismissible at a glance.

No production data is in this commit: the fixtures use example.com and the
flat-key shape only. Coverage numbers from that run matched the earlier
scrubbed-corpus measurement exactly.
2026-08-23 21:58:53 -07:00
jcoffey-dev 1684c88877 Resolve v0.16 domain ids to names before comparing directories
x:Account.domainId is an internal id on v0.16 ("b"), not a domain name. A
pre-migration snapshot taken from a v0.15 instance records names
("smoke.test"), so the post-migration directory comparison compared ids
against names and would have reported every domain as having vanished -
a false alarm on the check whose whole job is proving nothing was lost.

The client now resolves them with x:Domain/query + x:Domain/get in a single
request, using a JMAP back-reference (RFC 8620 3.7). Confirmed against a
live 0.16.14 before being written:

    ["x:Domain/get", {"list":[{"name":"smoke.test","id":"b"}]}, "g"]

An id that can't be resolved is kept as-is - a domain that can't be named is
still a domain that exists - but a failure of the resolution call itself is
an error rather than a silent fallback, since quietly comparing ids against
names is precisely the bug being fixed.

Verified against the live migrated instance: the snapshot that reported
domains=[b] now reports domains=[smoke.test], matching what the
pre-migration snapshot recorded.
2026-08-23 21:45:55 -07:00
jcoffey-dev 3e155fa42c Fix three defects a full VM migration exposed
Ran a complete 0.15.5 -> 0.16.14 migration of the smoke VM, driving the
phases in the order the real pipeline will. It worked - all mail intact and
readable afterwards, all ten listeners up, cutover executed for the first
time ever and checkpoint resume exercised - and it exposed three defects.

1. The converted config was installed root-owned while the service runs as
   its own user. Stalwart crash-looped 28 times on "Failed to read data
   store settings: Permission denied", minutes after the mistake and
   nowhere near it. This is the same ownership trap that retired the
   rollback implementation, in a new place: writing files as root is the
   natural thing for a tool running as root to do, and it is wrong every
   time the service is not root.

   Cutover now installs the config itself, copying ownership and mode from
   the config being replaced.

2. v0.16.14 does not serve /api - the endpoint stalwartapi assumed.
   Confirmed against a fully migrated, fully configured, serving instance
   rather than a sandbox: /api, /api/principal and /jmap/ all 404. The JMAP
   endpoint is the one the session document advertises, which is what RFC
   8620 discovery is for.

   The client now discovers it, re-basing the advertised path onto the
   operator's host: a real instance advertises its canonical public URL
   ("https://mail.smoke.test/jmap/") which frequently isn't reachable from
   where this tool runs. The session is authoritative about the path; the
   operator is authoritative about the host.

3. Dispatching on the urn:stalwart:jmap capability was wrong, because
   NEITHER version advertises it - not 0.15.5, and not a fully migrated
   0.16.14. That sent 0.16 instances down the 0.15 REST path where every
   call 404s. The client probes what the instance actually serves instead.
   Less elegant than a declared capability, with the advantage of being
   true.

Also: a JMAP "forbidden" now explains itself. An account holding the admin
role before the migration was refused x:Account/query afterwards, and a
bare "forbidden" gives an operator nowhere to start. Whether the role
failed to carry or v0.16 wants different permissions was not isolated, and
that question is recorded as open - it gates quota recalculation and any
post-migration validation.

Verified against both live instances: the 0.15.5 reports 3 accounts and its
domain over REST, and the migrated 0.16.14 routes to JMAP, finds the right
endpoint, and returns the explained refusal.
2026-08-23 21:32:30 -07:00
jcoffey-dev 4568f9abbf Capture the pre-migration snapshot from 0.15.x, and stop claiming counts match when none were compared
Found by running preflight against a real Stalwart 0.15.5 in a VM. Two
defects, the second worse than the first.

1. AccountSnapshot could not read the version this tool migrates FROM.
   0.15.5 advertises no urn:stalwart:jmap capability and POST /api returns
   404 - the JMAP management API and x:Account are 0.16 features. 0.15.x
   exposes a REST API at GET /api/principal instead. So preflight's
   account-snapshot check warned and moved on, and every run against a real
   source instance had no "before" data at all.

   AccountSnapshot now dispatches on the capability the session document
   advertises - a positive signal, not an inference from a failed call -
   and internal/stalwartapi/principal.go implements the 0.15.x REST path,
   including its 1-based page/limit pagination so an install larger than
   one page isn't silently truncated.

2. With no "before" counts, the content-integrity comparison iterated an
   empty map, checked nothing, and reported "all message counts match".
   That is the strongest claim this tool makes - ARCHITECTURE 4.7 calls it
   the actual no-data-loss guarantee - made vacuously, and it would have
   passed on a migration that lost every message.

   The comparison now derives its account set from whatever the source
   could report, verifies every account and domain survived either way, and
   carries MessageCountsCompared so the report says plainly "MESSAGE COUNTS
   NOT COMPARED ... no-data-loss is NOT verified here" rather than implying
   otherwise.

What can and cannot be checked across the 0.15/0.16 boundary, now that a
real server has answered: 0.15.x has no per-mailbox message count at any
endpoint, and the impersonation login 0.16 offers returns 401 there, so
before/after message counts are impossible for the boundary migration this
tool exists for. Both versions do report per-account used quota (usedQuota
in 0.15's REST list, usedDiskQuota on 0.16's x:Account), so that is
captured on both sides. It is recorded and reported, not asserted on:
4.5 notes the 0.16 migration resets quotas to zero pending recalculation,
so comparing those bytes across the boundary would be a false alarm
generator.

Test servers across preflight, validate and stalwartapi now advertise
urn:stalwart:jmap, since they stand in for 0.16 instances and that
capability is what says so.

Verified end to end against the smoke VM: all nine preflight checks pass,
and the checkpoint records 2 accounts, 1 domain and per-account used quota
where it previously recorded nothing.
2026-08-23 18:51:19 -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
jcoffey-dev 719a945d64 Initial commit: stalwart-migrator design and scaffolding
In-place upgrade tool for Stalwart Mail Server (0.15.5 -> latest) with
checkpointed rollback and post-migration validation. Design stage; see
ARCHITECTURE.md.
2026-08-22 18:17:17 -07:00