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14 Commits
Author SHA1 Message Date
flan 086b20ed23 fix: fourth audit — two regressions from the last fix, and the boot preflight had no test
Two of these were mine, from the previous round.

- mounted_snapshots still swallowed OSError. I said I had fixed it and had not: the
  edit never matched, and I did not read it back. With the mount table unreadable the
  GC loses its in-use protection entirely and can destroy the snapshots of a backup
  that is still uploading (a first upload easily outlives the 1h age floor). It raises
  now, and both behaviours are tested.

- The foreign-dataset check added last round had two bugs of its own. It ignored
  `mounted`, so a locked/encrypted dataset from a sibling tree turned a working nightly
  backup into a permanent failure — it belongs in `skipped`, exactly as an in-tree one
  does. And it tested `mp.startswith(path + "/")`, so a foreign dataset mounted EXACTLY
  at the backup path slipped through — the very hole the check was added to close, one
  character wide, and the worse case of the two because it SHADOWS the base dataset's
  own directory.

- _read_sidecar's new raise broke cleanup_all, which is what recover.sh and
  uninstall.sh call — i.e. the code that must work when the box is ALREADY stuck. One
  unreadable sidecar aborted it before it unmounted anything, leaving the staging tree
  mounted, which pins the snapshots, which is the state recover.sh exists to escape. It
  now reports and carries on — and does not delete a record it could not read.

- compat could report a FALSE OK: `defined` was collected by walking the whole file, so
  any function named `delete` anywhere in it — on an unrelated class, or nested inside
  another method — satisfied "this namespace defines delete". The runtime is stricter
  (a plugin class on the service's MRO), so the two could disagree in the ok direction.
  compat now looks in the class that declares the namespace. Same question on both
  sides, which is what pick_snapshot_service's docstring has been claiming all along.

- apply.sh's compat preflight — the guard that refuses to patch a middleware whose
  assumptions no longer hold, on every boot, on a live NAS — had no test at all. It
  could be turned into a no-op eight different ways with the suite still green. The
  SHIPPED heredoc is now extracted and driven directly against fake verdicts.

Also pinned: the Tap/Tap2 prefix collisions (a sweep that treats "Tap2/data@snap" as
part of Tap's tree DESTROYS another pool's snapshot), and the GC's in_use wiring.

355 tests. Verified on TrueNAS 26.0.0-BETA.1: 292-dataset backup, 0 orphans, 0 leaked
mounts, byte-identical restore of a 4-deep child dataset.
2026-07-14 01:34:13 +00:00
flan 8a41d7d7ef fix: third audit — a cross-tree dataset was omitted silently, and the block tests passed on comments
D1, the only cardinal-rule violation left. plan_staging scopes by dataset NAME, which
is right (a dataset with no mountpoint cannot be scoped by path). But ZFS lets any
dataset mount anywhere, so one from a DIFFERENT tree can sit inside the backup path:

    Tank/photos   mountpoint=/mnt/Tap/apps/photos

It holds data inside the path, and `zfs snapshot -r Tap@...` does NOT cover it —
recursion follows the dataset tree, not the directory tree. It fell out of the name
filter and vanished: not staged, not in `skipped`, no error. The backup reported
SUCCESS with that data missing. Stock has the same blind spot but refuses the nested
config outright; we are the ones relaxing that guard, so the hole is ours. It now
raises.

The test suite was the real weakness. apply.sh's injected blocks carry the
highest-consequence logic in the project — the run_in_thread hop, the flavour
selection, the finally-teardown, the re-raise — and were guarded only by substring
greps. Two of them passed on COMMENTS: `assert "raise" in block` was satisfied by a
comment reading "a cleanup that raises...", and `assert "cleanup_task" in block` by
"cleanup_task gets logger=None". Deleting the actual re-raise (restic then backs up the
UN-STAGED path — the silently-empty backup this module exists to prevent) and deleting
the actual cleanup call from the finally (~250 orphans per run) both left the suite
green. They are asserted structurally now, against the parsed block.

Eleven regressions the audit found surviving now fail the suite, including: a swallowed
staging failure, a missing teardown, an inverted flavour mapping, blocking work back on
the asyncio event loop, the host's deleted get_dataset_recursive, query_filesystems
quietly preferring the filtered middleware query, and a re-frozen `runner`/`sleep`/
`mounts_file` default (which would silently re-arm 19 tests reading the real mount
table on the NAS).

Also: _read_sidecar conflated "no sidecar" with "cannot read the sidecar", so
cleanup_task took the empty branch and UNLINKED the only record of a tree it could not
read. mounted_snapshots returned an empty set on error, silently switching off the GC's
protection for snapshots a concurrent run is using. Both raise now.

Verified on TrueNAS 26.0.0-BETA.1: zvol-orphan case 0 orphans, 292-dataset backup
0 orphans / 0 leaked mounts, byte-identical restore of a 4-deep child dataset.
2026-07-14 00:38:45 +00:00
flan 605231b39f feat: TrueNAS 26 support; enumerate datasets and snapshots from ZFS, not middleware
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TrueNAS 26 deletes plugins/zfs_/ outright, taking the private zfs.dataset.query,
zfs.snapshot.query and zfs.snapshot.delete with it. All three were on the nested
module's critical path, so nested snapshots were BROKEN on 26.

Snapshot deletion now resolves its namespace at runtime: pool.snapshot on 25.10
and 26, zfs.snapshot on 24.10 and 25.04. No single namespace spans every supported
release. tools/compat.py checks the same list the runtime uses, so what CI verifies
and what runs cannot drift apart.

Enumeration does NOT move to pool.dataset.query / pool.snapshot.query, and that is
the point of this commit. Those methods exist, are documented, and are covered by
iX's deprecation policy — and they are not like-for-like replacements. They apply a
visibility policy that hides ix-apps/*, .system/* and .ix-virt/*: 84 of 270 datasets
on a real pool, including live application data. Staging from that view omits them
silently, and plan_staging never sees them, so they do not even reach the skipped
list. The snapshot query hides the same datasets' snapshots, so the sweep orphans one
per hidden dataset on every run.

So: read the truth from ZFS, make changes through middleware. zfs list cannot be
filtered by policy and behaves identically on every release. A failing zfs list raises
rather than returning an empty list — "no datasets" and "the command broke" must never
look the same.

No shipped release is affected: v0.6.1 and earlier use the private zfs.dataset.query,
which returns all 270 datasets. The bug existed only in this port.

Verified on a real TrueNAS 26.0.0-BETA.1 install: 274-snapshot recursive backup of a
292-dataset pool, zero orphaned snapshots, zero leaked mounts, and a byte-identical
restore of a four-level-deep child dataset that pool.dataset.query hides.
2026-07-13 22:43:20 +00:00
flan a54b4dd7f6 Never touch CloudSync tasks; restore the logger the async cleanup path dropped
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create_snapshot is module-global in plugins/cloud/snapshot.py, and cloud_sync.py
imports it as well as cloud_backup/sync.py. So the wrapper sat in the path of every
rclone/Storj CloudSync task with snapshot=true, and ran a zfs.dataset.query before
concluding it had nothing to do -- a new failure mode for jobs that worked before
this patch existed.

Worse: a CloudSync task that ever got staged would never be torn down. The teardown
is wired into cloud_backup's restic_backup finally, and CRUD_BLOCK deliberately
leaves CloudSync's guard intact, so the bind mounts would pin the snapshot forever.
The staging path now bails out unless the snapshot is named cloud_backup-*, before
any middleware call.

Separately: the async wrapper's finally dropped logger=, which the sync one passes.
run_in_thread forwards **kwargs, so a cleanup that failed to unmount a bind mount or
delete a snapshot tree logged nothing at all -- on the only platform anyone runs.
2026-07-13 18:30:35 +00:00
flan 498b2690e1 TrueNAS 26 support: one sync implementation, two wrappers
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26 rewrites cloud_backup from async to synchronous AND deletes
get_dataset_recursive(), which SNAPSHOT_BLOCK called out of the host module's
namespace. Either is a broken backup found at restore time.

The nested module is now one synchronous implementation talking to middlewared via
call_sync, behind two thin wrappers. apply.sh reads which flavour the installed
middleware declares and injects the matching one: <= 25.10 reaches it through
'await middleware.run_in_thread(...)', 26 is already in a worker thread and calls
it directly. The snapshot/bind-mount/failure logic exists once -- an async twin
would mean every future fix had to land twice.

A middleware whose three wrapped functions disagree about asyncness is refused,
not guessed at. get_dataset_recursive is vendored, removing the dependency on both
versions rather than asserting it.

master stays BROKEN on purpose: iX are still renaming middleware->context,
cloud_backup->entry and adding a required credentials param there. Chasing a
branch that moves daily is how you ship a patch nobody tested.
2026-07-13 18:18:28 +00:00
flan aa725fb198 Pin the two native probes against drift
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The split-literal squash is implemented twice: inline in apply.sh's runtime probe
and as compat._squash in the static checker. That subtlety already caused one
silent bug (the probe concluded iX had removed the nesting guard, which means
'retire the module'). Both are now exercised against the same inputs, including
the split-across-literals form stock actually uses.
2026-07-13 17:59:27 +00:00
flan ea090c7f72 Audit fixes: a compat verdict must never be able to brick a working box
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The audit found the new machinery could do more harm than the bugs it prevents.

- apply.sh reused the 'nothing left to do' exit -- which touches the PERMANENT
  kill switch, cleared only by install.sh, never by update.sh -- for the
  incompatible case. On TrueNAS 26 (providers ok, nested opt-out) both modules go
  quiet, so the switch would fire and the release that fixed 26 could never
  re-enable itself. Retirement and incompatibility now take different exits.
- A network blip, a re-export, or a conditional def all read as BROKEN. Each is
  now 'unknown', which changes nothing, rather than evidence strong enough to
  disable a module.
- 'native' outranked BROKEN everywhere but apply.sh, so a TrueNAS that reworded
  the guard AND reshaped the functions rendered as good news.
- compat.py --tree read B2_BLOCK's own 'restic = True' as native support, so the
  documented way to check a live box lied on every patched machine.
- The signature check was a name-subset test. It passed reorders, kw-only
  conversions, and added required params -- and it had already passed a real bug:
  restic_backup takes 4 args on 24.10/25.04, and the wrapper forwarded 5. Nested
  backups have been raising TypeError on those releases the whole time. The
  wrapper now forwards *args/**kwargs.
- release.sh --promote was unreachable: it died if the tag existed, the gate died
  if it did not. The tests hid it by always tagging first.
2026-07-13 17:58:15 +00:00
flan 126756498c v0.3.4: one implementation of apply/revert (patch/mw_patch.py)
The "strip the TRUECLOUD_PATCH block" logic existed twice -- in apply.sh's heredoc
and in an inline heredoc in uninstall.sh -- and the uninstall copy was the untested
one. That is precisely how the two could have drifted apart, with apply.sh
reverting one set of files and uninstall.sh another.

Both now call patch/mw_patch.py. 17 new tests cover it, including that
revert_nested never touches restic.py: that file carries a TRUECLOUD_PATCH block
too, but it belongs to the providers module, and removing it would silently break
B2 backups.

apply.sh imports it fail-safe -- on ImportError the backend patch is skipped and
middlewared starts stock, which is this script's whole design principle. The
import uses sys.path.append, never insert(0): prepending would give patch/
precedence over the stdlib for that interpreter, so a future patch/json.py would
shadow the real json module and break the boot.

Also: the README's create_task.py example still taught `--password <secret>`, which
is how a security fix quietly fails to land. It now shows --password-stdin.

132 tests, ruff and shellcheck clean.
2026-07-13 16:02:53 +00:00
flan 8aa9038226 Fix: --disable-nested-snapshots did not disable anything until reboot
apply.sh only ever ADDED patches; there was no revert path anywhere. Disabling
removed the opt-in marker and then merely skipped re-applying -- but the overlay
persists for the whole boot, so the previously patched cloud/{snapshot,crud}.py,
cloud_backup/sync.py and _truecloud_nested.py were all still on disk, and
middlewared re-imported them on the restart install.sh performs.

It printed "DISABLED (stock guard restored)" while the feature kept running until
the next reboot. Someone disabling it because they were worried about it would
have believed it was off.

apply.sh now reverts on every not-needed path (opt-out, or superseded by native
support): remove the module FIRST -- every injected block is guarded by
`if _tc_nested is not None`, so the stock guard comes back even if a later step
fails -- then strip the appended blocks from the three patched files.

restic.py also carries a TRUECLOUD_PATCH block but belongs to the providers
module; reverting it would silently break B2 backups, so it is explicitly
excluded. Verified: the three nested files restore byte-for-byte to stock, the
module is removed, and restic.py's block survives.

install.sh --disable also tears the staging tree down first, since those bind
mounts pin ZFS snapshots that could otherwise never be destroyed.

Updating WITHOUT the flag was always correct and is unchanged: the nested module
is never installed into middleware unless explicitly enabled.

109 tests, ruff and shellcheck clean.
2026-07-13 15:23:27 +00:00
flan 150a241a0f Fix native-nested probe: guard message is split across string literals
The probe searched plugins/cloud/crud.py for the contiguous string
"no further nesting". Stock does not contain it. The message is split across
adjacent string literals:

    verrors.add(f"{name}.snapshot", "This option is only available for datasets that have no further "
                                    "nesting")

Python concatenates those at runtime, so the errmsg IS contiguous and CRUD_BLOCK's
runtime filter matches correctly -- but the SOURCE never contains the whole
phrase. The probe therefore found nothing, concluded iX had removed the guard, and
skipped the nested module as "already native" on every boot. apply.log would say
"TrueNAS now handles nesting natively" and the feature would never work.

It fails safe -- the stock guard stays in place, so no backup could be
misconfigured and no data was at risk -- but the module was 100% dead.

Verified against real middlewared on a live box: the probe returned native=yes
(wrong) before this change and native=no (correct) after.

The probe now strips whitespace and quote characters before matching, which is
robust to any wrapping or concatenation style. Added a regression test that
EXECUTES apply.sh's own probe code (extracted, not reimplemented -- a
reimplementation would pass while the shipped probe stayed broken) against the
real wrapped source, a single-line variant, and a three-way split.

75 tests, ruff and shellcheck clean.
2026-07-12 22:44:26 +00:00
flan 24f1f2c648 Fix post-merge audit findings; unify staging teardown
Audit
-----
- create_task.py verify failed on a DEFAULT install. hook_status.json emitted a
  per-file entry for the nested module with ok:false whenever the feature was
  switched off -- the default -- so verify printed [FAIL] and exited 1, right
  after the README tells users to run it. Status is now per MODULE with an
  `active` flag, and verify renders an inactive module as [SKIP].

- A partial apply suppressed the middlewared restart. The exit code conflated
  "nothing applied" with "one module applied, one failed", so a failing providers
  patch would prevent the restart that a freshly-applied nested patch needs,
  leaving it on disk and never loaded. Exit 2 now means partial and the restart
  still fires.

- The native-nested probe could never fire. It scanned crud.py for the guard
  message, but our own injected block quotes that message, so once applied the
  probe would always conclude the guard was still present. It now reads only the
  stock portion of the file.

- recover.sh did not unmount staging trees, so an emergency recovery left bind
  mounts pinning ZFS snapshots that could then never be destroyed.

- uninstall.sh deleted sidecar files without reading them. A sidecar is the only
  record that an interrupted run's snapshot tree is still on disk; both scripts
  now name the snapshot before clearing it.

- Removed a dead branch in the restart gate (unreachable: the kill switch exits).

Refactor
--------
- Staging teardown had been copy-pasted into uninstall.sh and recover.sh -- two
  untested shell copies of the fiddly depth-ordering and lazy-umount logic. Both
  now call `python3 patch/truecloud_nested.py cleanup`, so there is exactly one
  implementation and it is the one under test.

- Dropped the in-memory ACTIVE dict. The sidecar file was already the source of
  truth; a second in-process record could only desync -- and it is precisely the
  middlewared-restart case (which empties it) that must not orphan a snapshot
  tree. One record, on disk, or none.

Not done: the overlay-unmount loop is duplicated across apply.sh/uninstall.sh/
recover.sh. It is pre-existing, and apply.sh runs at PREINIT under a tight
timeout -- giving it a source dependency would trade 10 lines of duplication for
a boot-time failure mode.

74 tests, ruff and shellcheck clean.
2026-07-12 22:29:31 +00:00
flan eca6eb3f3b Retire the two modules independently; calm the README down
The native-support check looked only for native B2 restic support and, on
finding it, set the kill switch and disabled the whole patch. That was fine when
providers were the only thing here. With nested-dataset snapshots in the patch it
is wrong: TrueNAS is likely to ship one capability long before the other, and a
single all-or-nothing kill switch would silently take a still-needed module down
with the superseded one.

apply.sh now treats the patch as two independent modules:

  providers  b2.py + restic.py + the UI credential dropdown
             native when B2RcloneRemote carries a real get_restic_config()

  nested     plugins/cloud/{snapshot,crud}.py + cloud_backup/sync.py (opt-in)
             native when the "no further nesting" validation is gone from
             plugins/cloud/crud.py

Each is detected and skipped on its own. The kill switch fires only once BOTH are
done (native, or nested was never enabled). The UI patch belongs to providers and
is skipped with it. The deferred middlewared restart now fires when ANY
still-needed module landed -- keying it off providers alone would have left a
freshly-patched nested module on disk and never loaded on a native-B2 box.
hook_status.json reports each module with an active flag and a reason.

README: dropped the warning boxes and the disclaimer's fear-bulleting in favour
of plain statements, documented the two-module design and the per-module
auto-disable, and added a Development section disclosing AI assistance. The one
caveat kept, as a plain sentence rather than a banner: the mount --bind staging
step has not yet been exercised by a live backup run.

67 tests, ruff and shellcheck clean.
2026-07-12 22:17:37 +00:00
flan bb26edf351 Make nested snapshots opt-in; fix snapshot leaks found in audit
Opt-in
------
Nested-dataset snapshot support changes how backups read their source data, so
it is now off by default and gated behind a marker file:

  install.sh --enable-nested-snapshots
  install.sh --disable-nested-snapshots

With neither flag install.sh preserves the current setting, so a routine
`git pull && bash install.sh` can never silently flip it. When disabled,
apply.sh skips the patch entirely and the stock guard remains. uninstall.sh
tears down staging mounts and removes the marker.

Snapshot lifecycle
------------------
zfs.snapshot.delete defaults to recursive=False and stock restic_backup() calls
it with no options. Stock is safe only because its validation means recursive is
never True in the field. Enabling nested datasets makes recursive snapshots real:
the parent then has one child snapshot per descendant dataset (160+ on an Apps
pool), so stock's delete would orphan every child on EVERY successful run.

The patch now owns the lifecycle end to end:

- delete_snapshot_tree() sweeps the parent and all children, and is idempotent
  against stock's finally winning the race once our mounts are released
- on a staging failure the tree is deleted here, because sync.py never completes
  `snapshot, local_path = await create_snapshot(...)` and so its finally deletes
  nothing at all
- the snapshot is recorded in a sidecar file before anything is mounted, so a
  middlewared restart mid-backup cannot orphan it
- a crashed run's snapshot tree is reclaimed on the next run instead of being
  overwritten and leaked

Silent-omission fix
-------------------
The dataset list is now enumerated AFTER the snapshot. Read beforehand it could
miss a dataset created in the gap, which the recursive snapshot would capture but
the staging plan would not -- silently omitting its data. Read afterwards, an
unsnapshotted dataset trips the staging check and fails the run loudly.

Also from the audit
-------------------
- plan_staging scopes by dataset name, so skipped-dataset warnings no longer
  include every mountpoint-less dataset on the box, which buried the ones that
  matter
- staging_root_for rejects "." / ".." components that would escape the staging
  base, and resolves STAGING_BASE at call time rather than freezing it into a
  default argument
- uninstall.sh no longer `rm -rf`s a tree that may still contain live bind
  mounts, and unmounts by path depth rather than string length
- apply_plan takes an injectable isdir; verify_staged drops an unused parameter
- pin the shellcheck action instead of tracking @master

61 tests, ruff and shellcheck clean.
2026-07-12 21:52:09 +00:00
flan a572eb2164 Support ZFS snapshots on datasets with child datasets
TrueCloud Backup's "Take Snapshot" option is rejected on any path containing
child datasets:

  This option is only available for datasets that have no further nesting

That excludes every pool running Apps, where each app is its own dataset and
often has config/pgdata children. Without the option the backup reads live
files, so databases are captured mid-write and an app that continuously
rewrites its files can stall a run as restic chases a moving target.

The stock guard is correct and must not simply be removed. create_snapshot()
already takes a recursive ZFS snapshot, but points the backup tool at the
parent dataset's .zfs/snapshot/, and ZFS does not expose child datasets there:

  /mnt/Tap/.zfs/snapshot/<snap>/apps/                -> 0 entries
  /mnt/Tap/apps/lidarr/config/.zfs/snapshot/<snap>/  -> the real data

Deleting the check would make restic walk a near-empty tree, report success,
and upload almost nothing.

Implement the missing traversal instead. After the recursive snapshot is taken,
each descendant dataset's own .zfs/snapshot/<snap> is bind-mounted into a
staging tree mirroring the original layout, and the backup tool is pointed at
the staging root. The guard is relaxed only after that machinery is in place.

Safety properties:
- staging failure aborts the backup; a partial tree is never handed to restic
- a post-mount pass asserts every target is a mountpoint and the root is
  non-empty, so this cannot regress into the empty backup it exists to prevent
- apply.sh patches crud.py last, so a partial failure leaves the guard intact
  rather than exposing "guard removed, traversal missing"
- every injected block no-ops when _truecloud_nested is absent
- unmountable/locked datasets are skipped and reported, never dropped silently
- scoped to cloud_backup; cloudsync has no teardown wired in, so its guard stays

The staging root is stable per task, so restic can find its parent snapshot
between runs; stock's timestamped .zfs path changes every run and forces a
full re-scan.

Add CI (shellcheck, bash -n, ruff, pytest on 3.11-3.13), including tests that
compile the *_BLOCK strings, which are Python source appended to live
middlewared modules and were previously unchecked.

Also: sync stale version strings, untrack a committed .pyc, gitignore
__pycache__.
2026-07-12 21:20:22 +00:00