Four audits of the TrueNAS 26 branch. The findings, in severity order.
1. TrueNAS 26 orphaned a snapshot on every run, with no backstop.
Stock decides `recursive` by its own rule, and on 26 that rule is no longer ours.
<= 25.10 its create_snapshot called get_dataset_recursive() — the same function this
module vendors — so "stock went recursive" and "we have something to stage" were the
same question. 26 uses filesystem.statfs: recursive = (path == the dataset's
mountpoint). A dataset whose only descendants are ZVOLs or legacy/none-mountpoint
datasets now gets a RECURSIVE snapshot while the patch sees nothing to stage.
The patch then handed the snapshot back to stock, which destroys the parent only. No
staging tree meant no sidecar, and the GC only ever ran from stage_nested — so
nothing on the box would ever have found the children. Reproduced on the VM: one
orphan per zvol, every run, forever, backup green.
Ownership of the sweep is no longer conditional on staging (own_snapshot()).
2. The runtime resolved a NAMESPACE; compat.py verified a METHOD.
get_service() only proves a namespace is registered. compat checks the namespace AND
that it defines delete/do_delete. So if iX guts the method but keeps the service —
which they have already done to pool.snapshot.do_update on master — compat falls
through to zfs.snapshot and reports the box healthy, while the runtime picks
pool.snapshot and fails every delete. Both sides now ask "can this namespace
delete?", and a test binds the two lists together.
3. query_filesystems() silently dropped malformed rows — the one remaining
silent-omission path, and a direct contradiction of the cardinal rule. It raises now.
A missing `zfs` binary raised FileNotFoundError rather than ZfsError; also fixed.
4. The retry loop discarded the delete error and reported every survivor as
"(still busy?)" — naming the one cause that is benign and hiding the ones that are
permanent. It keeps and reports the real error.
Also: the staging-failure handler could lose the original exception if its own sweep
raised; get_service is now a checked assumption; normalise_dataset and two dead
MiddlewareCall properties removed; stale comments corrected.
Tests: five of them were shelling out to the REAL pool (`zfs list -r Tap`, 2148
snapshots) and passed here only because this box has no zfs binary — they would have
gone red on the NAS, which is the one machine the release process requires them green
on. An autouse fixture now makes that impossible. Mutation-tested: reverting any of
the five fixes above now fails the suite; before, all 293 passed.
Verified on TrueNAS 26.0.0-BETA.1 (zvol leak reproduced, then closed; 292-dataset
backup, 0 orphans, byte-identical restore of a 4-deep hidden dataset) and on 25.10.4
(pool.snapshot.delete honours recursive=True).
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.
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.
This gap was hiding a catastrophe. TrueNAS 26 deletes plugins/zfs_/dataset.py and
plugins/zfs_/snapshot.py outright, taking zfs.dataset.query, zfs.snapshot.query and
zfs.snapshot.delete with them (26 uses filesystem.statfs and zfs.resource.*).
Nothing about the five cloud_backup files reveals that, so every other check went
green -- including the one I had just added. The patch would have applied cleanly
and then failed on the first backup, or worse: snapshotted fine and failed to
DELETE, orphaning one snapshot per descendant dataset (250 on a real pool) on every
run, forever.
So 26 is BROKEN and the nested module will not apply there. The async/sync wrapper
work and the vendored get_dataset_recursive stay -- they are correct and necessary
-- but 26 is not supported until the ZFS calls are ported, and that needs a real 26
box to verify. Shipping a port nobody has run is the failure this project exists to
avoid.
Also: do_delete is recognised as delete (24.10/25.04 use the CRUDService
convention), which was reporting both as BROKEN -- a false verdict that would have
disabled nested snapshots on boxes where they work.
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.
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.
middlewared's alert.load() imports every file in alert/source/ with NO try/except:
def load(self):
for module in load_modules(.../alert/source):
for cls in load_classes(module, AlertSource, (ThreadedAlertSource,)):
...
and it runs during setup. A module that raises on import therefore takes
middlewared's startup down with it -- exactly the class of failure this project
exists to avoid.
apply.sh now COMPILES the substituted alert source and refuses to write it if it
does not parse. An uninstalled alert is a missing convenience; a broken one is a
broken box.
@PATCH_DIR@ is also substituted with repr() rather than raw, so a repository path
containing a quote or backslash yields a valid Python literal instead of a syntax
error in the installed module.
The alert source no longer mutates sys.path. It loaded tools/release_notes.py via
sys.path.insert(0, ...), which shadows the stdlib for that interpreter -- and
ThreadedAlertSource runs in middlewared's thread pool, so mutating sys.path is a
race. It now loads by file path with importlib.
New tests guard every import-time failure mode: the module compiles, apply.sh
compiles before writing, awkward paths (quotes, backslashes) still produce valid
modules, nothing but imports/constants/classes runs at module scope, every
AlertClass name ends in "AlertClass" (AlertClassMeta raises NameError otherwise),
the alert text placeholders match the args passed, and no git command that writes
to .git is ever used.
152 tests, ruff and shellcheck -S style clean.
Raises a real alert in the TrueNAS UI bell -- not a log line nobody reads. On by
default, checked once a day. install.sh --no-update-alerts turns it off.
It does not nag
---------------
A release whose CHANGELOG contains only a "### Docs" section changed no code and
raises nothing. Anything else raises INFO; a "### Security" section raises WARNING.
The CHANGELOG's own section headings are the signal, and a security fix anywhere in
the range escalates the whole span -- a docs-only release sitting on top of a
security fix still reports as security rather than hiding it.
Why an AlertSource and not midclt
----------------------------------
TrueNAS cannot raise an alert from the CLI. midclt exposes only alert.dismiss,
alert.list, alert.list_categories, alert.list_policies and alert.restore -- alert
CREATION is internal to middlewared, and none of its ~60 one-shot classes is
generic enough to reuse. Registering an AlertSource is the only way.
It is also the least invasive thing this patch does. The providers and nested
modules both APPEND CODE TO STOCK middleware files; the alert source ADDS ONE FILE
and modifies none. It is the native mechanism -- the same one every built-in
TrueNAS alert uses -- and TrueNAS polls it itself, so there is no cron job and no
systemd timer.
- Fail-safe: every error path returns None; it cannot take middlewared down.
- Read-only: `git ls-remote` plus an HTTPS fetch of the CHANGELOG. It never writes
to .git, so it cannot leave root-owned objects behind the way a `git fetch` from
middlewared (running as root) would.
- Removed by uninstall.sh (mw_patch.revert_all).
- It only tells you; it never updates anything.
Verified against the real repo and remote, with middlewared stubbed:
on v0.4.1, only a README-only v0.4.2 available -> NO ALERT
on v0.4.0, v0.4.1 fixed real bugs -> INFO
on v0.3.2, v0.3.3 was the password fix -> SECURITY / WARNING
139 tests, ruff and shellcheck -S style clean.
The Updating section told you to run update.sh, but never said how to GET it. It
ships inside the patch, so any clone older than v0.4.0 does not have it -- the docs
described a script the reader did not possess. There is now an explicit bootstrap
step, including the fix for the "insufficient permission for adding an object to
repository database" failure that past `sudo git pull`s leave behind.
Rewrote "After a TrueNAS update". It never explained that apply.sh re-applies the
patch at every boot (so you never reinstall), and it soft-pedalled what a failure
costs: "fail-safe" means the BOX stays up, not that your backups keep running. A
[FAIL] providers is a broken backup, and the docs now say that plainly instead of
implying everything degrades gracefully.
Added a repo map -- patch/mw_patch.py and tools/release_notes.py were documented
nowhere -- and fixed `ruff check patch tests`, which skips tools/.
Every command and file path in the README was then verified to exist and run:
all five update.sh flags, the ruff/pytest commands, every file in the repo map,
and the truecloud_nested.py cleanup CLI.
132 tests, ruff and shellcheck -S style clean.
Release-candidate tags would have been installed as stable
-----------------------------------------------------------
git's version sort ranks v0.5.0-rc1 ABOVE v0.5.0 (verified empirically), and the
release workflow deliberately supports rc/beta/alpha tags. update.sh would have
offered an RC as "the newest release". Tag selection is now filtered to plain
vX.Y.Z.
update.sh would have died mid-update on an untracked file
----------------------------------------------------------
The dirty-tree guard uses --untracked-files=no, so an untracked file that the
TARGET tracks slips past it -- and `git checkout` then aborts. Under set -e the
script died with a raw git error, after already recording the rollback point.
Not hypothetical: a hand-copied patch/wait_restart.sh blocked a pull on a real box
in exactly this way. It is now detected up front, by name. Gitignored files are
correctly not treated as blockers, since git overwrites those silently.
Special case: if update.sh ITSELF is the blocker, it was hand-copied in to
bootstrap -- and "delete update.sh, then re-run update.sh" is impossible. It now
says so and prints the git commands that bootstrap it properly.
--rollback skipped that check entirely and would have hit the identical failure.
The check is now a shared function used by both paths, and rollback also validates
that the recorded revision still exists.
Also: install.sh's chmod aborted under set -e if a listed file was missing (the
file set changes between versions, so --rollback must not be killed by a name this
version happens to know about), and --to with no value was silently ignored.
Verified end to end in a throwaway clone: forward v0.4.1 -> v0.4.2 and rollback
back, with files appearing and disappearing correctly; both guards fire.
132 tests, ruff and shellcheck -S style clean.
Fetch a newer release and apply it, preserving the nested-snapshot opt-in setting.
bash update.sh # to the newest release, with a confirmation
bash update.sh --check # show what would happen; change nothing
bash update.sh --rollback # undo the last update
Deliberately NOT automated. This patch injects Python into middlewared and
re-applies itself at every boot, so an unattended pull would let any bad upstream
commit reach a box with no human in the loop and take effect on the next reboot.
v0.0.4 shipped exactly such a bug and took every app on the box down. The manual
step is the safety gate.
Design decisions worth keeping:
- Defaults to the newest RELEASE TAG, not main. main can be mid-refactor; a tag is
the tested artifact. --main exists but says so loudly.
- Tags ordered by version, not date. Date order silently downgrades the box the
first time a hotfix is tagged out of band: a v0.3.6 cut after v0.4.0 would sort
as "newest".
- Refuses to run over a dirty working tree rather than merging across hand-edited
or scp'd files. (Verified: the guard fires.)
- Shows the commits and release notes you do not have, read from the TARGET's
CHANGELOG via tools/release_notes.py -- not a second copy of the extractor.
- Records the previous revision BEFORE moving, so --rollback works even if
install.sh dies halfway.
- Repairs .git ownership, which past `sudo git pull`s leave root-owned and which
then breaks every later non-root git command.
update.sh is covered by the version-drift check, so it cannot go stale the way
create_task.py's __version__ did.
Tested end to end in a throwaway clone: detects v0.3.2 -> v0.3.5, lists missing
commits, handles already-up-to-date, and the dirty-tree guard fires.
132 tests, ruff and shellcheck clean.
delete_snapshot_tree tries one recursive delete first, then falls back to sweeping
the tree by name. The exception from the fast path was discarded.
That failure is usually benign -- stock's finally already removed the parent once
our mounts were released, which is exactly what the sweep exists to handle. But if
the cause were anything else, this was the only place it was ever visible, and it
went straight to /dev/null. The sweep would then report some different, downstream
symptom. It is now logged before falling through.
Also annotated the two remaining static-analysis findings as considered rather than
leaving them to be re-litigated every audit: subprocess is always invoked in list
form (no shell, so ZFS dataset names cannot inject), and a partial `systemctl` path
is moot in a script that only ever runs as root.
Extended ruleset (E,F,W,B,S,SIM,UP,C4,RET,ARG,A,ISC) and shellcheck -S style both
report zero. 132 tests.
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.
Security
--------
create_task.py shelled out to `midclt call cloud_backup.create '<json>'`, and that
JSON carries the restic repository password -- so it sat in the subprocess's argv,
which is world-readable via ps, for the duration of the call. That password is the
encryption key for the entire cloud backup repository.
It now talks to the middleware through truenas_api_client, the library that backs
midclt itself, so the password never leaves this process's memory. Verified on a
live box: list-tasks and list-credentials work through the new transport.
--password is also no longer required, because passing a secret as a CLI argument
writes it to shell history permanently. --password-stdin reads it from stdin, and
with neither flag the tool prompts via getpass. --password still works but warns.
Fixed
-----
uninstall.sh could leave every patch installed. It reverted by unmounting the
overlay -- but apply.sh only mounts one when the target directory is read-only. On
a writable /usr it patches the real files in place, and uninstall would remove the
boot hook, report success, and leave the patch applied. It now strips the appended
blocks from the middleware files explicitly. This also covers the case where the
overlay unmount fails.
create_task.py's __version__ had been stuck at 0.2.0 through three releases. The
version-drift check added in v0.3.1 only looked at VERSION= in shell scripts, so it
missed the one file that actually shows a version to users (--version). The check
now covers __version__ too -- and caught this immediately.
118 tests, ruff and shellcheck clean.
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.
The "Automated releases" entry was written under v0.3.0, but that commit landed
after the v0.3.0 tag -- the CHANGELOG was claiming the release contained something
it did not. Moved to its own version rather than left as a quiet inaccuracy.
Bumps VERSION to 0.3.1 across all four scripts, which the new consistency check
now enforces.
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.
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.
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.
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.
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__.
The truecloud-mw-restart unit relied on After=multi-user.target /
After=ix-postinit.service, but systemd ordering cannot see middlewared's
internal boot work. On 25.10.4 the restart fired two seconds into
ix-reporting's reporting.start_service call and before the docker/apps
startup task ran, killing both for the whole boot: all apps down
(docker.status FAILED), no dashboard stats, SMB backend uninitialized.
The unit now runs patch/wait_restart.sh: drain the systemd boot job
queue (is-system-running --wait), poll docker.status until the state
machine leaves its transitional states, short grace period, then
try-restart. No Type=oneshot — a oneshot's start job sits in the very
queue the script waits on and would deadlock on itself. All waits are
bounded and fail open.
On 24.10 (Electric Eel) credentials["provider"] is the type string with
account/key in credentials["attributes"]; 25.04+ moved them into a
provider dict. The injected get_restic_config only handled the newer
shape and raised TypeError on 24.10 at task creation (#1).
The method now detects the schema and reads credentials from the right
place on both. create_task.py list-credentials and list-tasks use the
same schema-agnostic lookup.
PREINIT initshutdownscripts are executed by middlewared itself
(ix-preinit.service, ordered after ix-zfs pool import), so the running
process had already imported the stock modules when apply.sh patched
them in the overlay — S3/B2 support silently reverted on every reboot
until something restarted middlewared. install.sh masked the bug with
its explicit restart.
apply.sh now detects boot context (parent process is middlewared) and
schedules a single detached restart via a transient systemd unit
(truecloud-mw-restart, After=multi-user.target and ix-postinit.service).
Manual runs never trigger a restart.
create_task.py verify no longer trusts hook_status.json alone: it
compares the middlewared main-process start time (derived from
/proc/<pid>/stat and btime) against patched_at and reports FAIL when
the running process predates the patch.
recover.sh and uninstall.sh cancel a still-queued deferred restart
before their own; docs updated to match the real boot ordering.
Registers the boot hook with timeout:120 so TrueNAS gives apply.sh
two minutes instead of the default ten seconds. Also consolidates
apply.sh Python subprocess count from ~8 to 2, cutting startup
overhead from ~12-16s to ~2-4s.
Bumps all scripts to v0.0.3.
The guard in the b2.py patch block skipped setting get_restic_config when
something caused B2RcloneRemote.__dict__ to already contain it at import
time (e.g. a TrueNAS version that adds a NotImplementedError stub). Remove
the guard and always assign, which is safe: the native-support kill switch
already prevents patching when TrueNAS ships a real implementation.
Also update the native-support check to distinguish a stub (source contains
NotImplementedError) from a working implementation, so a stub does not
trigger the kill switch and block all future patching.
apply.sh now inspects B2RcloneRemote.__dict__ before patching. If TrueNAS
has shipped get_restic_config natively, it sets the kill switch, unmounts
overlays, and logs a clear instruction to run uninstall.sh.
Also: drop all conditional 'if read-only' language — overlay is always
mounted unconditionally since /usr is always immutable on TrueNAS SCALE.
README updated with auto-disable behaviour and revised native-support table.
Patches to b2.py and restic.py are applied directly in the overlayfs at
PREINIT boot time. The sitecustomize.py import hook was belt-and-suspenders
that succeeded or failed alongside the file patch every time, providing no
genuine fallback.
- Delete patch/sitecustomize.py entirely
- apply.sh: remove sitecustomize install step; flatten if/elif/else structure;
restore self-contained URL-fix logic in the restic.py BLOCK; rename overlay
tag 'sc' -> 'mw'
- recover.sh: unmount overlays to restore original files immediately, no
reboot required; kill-switch file prevents re-application on next boot
- uninstall.sh: remove sitecustomize.py removal section; update overlay tag
- install.sh: update preflight to check patch/apply.sh, not sitecustomize.py
- README: remove sitecustomize references throughout; update recovery docs
URL-fix logic now lives once in sitecustomize._tc_fix_restic_cmd.
apply.sh's restic.py BLOCK delegates to it instead of repeating
the ~40-line implementation.
Additional safety: the BLOCK now guards its get_restic_config
reference with try/except NameError, so a future TrueNAS that
restructures restic.py won't cause an import error.
README: updated Backend table and disclaimer to reflect graceful
degradation; added "If TrueNAS adds native support" section that
covers all five upgrade scenarios (safe pass-through, base-class
shadowing risk, schema-change risk, etc.).
restic 0.16.x changed the B2 URL format to use a colon between bucket and
path (b2:bucket:prefix) instead of a slash. The middlewared URL builder
produces b2:/bucket/path; restic then validates the full string after 'b2:'
as a bucket name, which fails because the slash is not in [a-z0-9-].
Fix the restic.py wrapper to strip the leading slash and replace the first
slash with a colon: b2:/bucket/path -> b2:bucket:path.
Also fix the hasattr bug in sitecustomize.py _patch_b2: hasattr() returns
True for methods inherited from the base class (which raises
NotImplementedError), causing the patch to be silently skipped. Use
'get_restic_config' not in cls.__dict__ instead.
Two bugs:
1. hasattr(B2RcloneRemote, "get_restic_config") returned True because the base
class defines the method (it just raises NotImplementedError). The method was
never added to B2RcloneRemote. Fixed: use __dict__ check instead.
2. "skip if TRUECLOUD_PATCH marker present" prevented a corrected patch block
from replacing a previously-written buggy one without clearing the overlay.
Fixed: always strip any existing TRUECLOUD_PATCH block and rewrite it fresh
using a Python heredoc. Each apply.sh run now self-corrects to the latest
version of the patch.
site.getsitepackages()[0] returns /usr/local/lib/python3.11/dist-packages/ on
TrueNAS 25.x but middlewared lives in /usr/lib/python3/dist-packages/.
sitecustomize.py was installed to the wrong directory and Python never loaded it.
Fix: derive SITE_PKG from middlewared.__file__ so the overlay and sitecustomize.py
land in the correct directory.
Also add direct patching of b2.py and restic.py in the overlay as the primary
backend approach — more reliable than an import hook since it works regardless
of Python's site initialisation configuration. apply.sh now also writes
hook_status.json at boot time so 'verify' shows OK without requiring a backup run.
Also fixes incorrect middlewared log path in README (/var/log/middlewared/middlewared.log
→ /var/log/middlewared.log) and simplifies the verify troubleshooting note.
TrueNAS 25.x mounts /usr as a read-only filesystem. Writing
sitecustomize.py to site-packages and patching the Angular bundle
both fail with EROFS.
Fix: mount a writable overlayfs on each target directory before
writing to it. Upper/work dirs live in /run (tmpfs), so overlays are
volatile per boot and are recreated by apply.sh on every PREINIT run
before middlewared starts.
apply.sh:
- Add _ensure_writable(dir, tag): probes writability; mounts overlay
in /run/truecloud-{tag}-{upper,work} if the directory is read-only;
detects if the overlay is already mounted (idempotent)
- Call _ensure_writable before site-packages writes (tag "sc")
- Detect webui dir with bash loop; call _ensure_writable before
patch_ui.py (tag "ui") — non-fatal if mount fails
uninstall.sh:
- Add overlay unmounting section after file restoration and before
rm -rf, so the lower layer's originals are exposed immediately
- Move _restore_failed exit 1 to after unmount so overlays are
cleaned up even on partial failure
- Update "no backup files" message for immutable OS context
- patch/apply.sh: replace sed with Python+env-var for PATCH_DIR
substitution into sitecustomize.py; sed's & and | metacharacters
silently corrupt or truncate the output for paths containing those
chars; Python str.replace has no metacharacter issues; also write to
a tmp file and mv atomically so a failed substitution never leaves
an empty sitecustomize.py at the destination
- recover.sh: fix re-enable hint from $PATCH_DIR/apply.sh to
$PATCH_DIR/patch/apply.sh (apply.sh moved into patch/ subdirectory)
- install.sh + uninstall.sh: match PREINIT hook on comment field
("TrueCloud provider patch (S3/B2)") instead of exact script path;
exact-path match breaks when the repo is moved after install —
uninstall leaves the stale hook registered (fires on every boot),
and reinstall creates a duplicate entry; install.sh now also updates
the script path on re-run so a moved repo self-corrects
Users now clone to a persistent ZFS pool and the repo stays in place.
No files are copied on install — the PREINIT hook points directly into
the clone. Scripts derive PATCH_DIR from their own path at runtime.
- install.sh: PATCH_DIR=$(dirname $0); register patch/apply.sh as
PREINIT target; chmod only, no cp; update pipe-install error message
- patch/apply.sh: PATCH_DIR=$(dirname $0)/..; substitute PATCH_DIR
into sitecustomize.py via sed when writing to site-packages;
reference patch_ui.py as patch/patch_ui.py
- recover.sh, uninstall.sh: PATCH_DIR=$(dirname $0)
- uninstall.sh: look for patch/apply.sh in PREINIT registry
- patch/create_task.py: _PATCH_DIR derived from __file__; apply.log
path in error message derived from _PATCH_DIR
- patch/sitecustomize.py: /data/truecloud-patch remains as placeholder
substituted by apply.sh on each install
- .gitignore: exclude runtime files (apply.log, hook_status.json, disabled)
- README: document clone-to-pool install; update all example paths
- uninstall.sh: track _restore_failed separately from RESTORED so
"No backup files found" only prints when find returns nothing (not
when mv fails on existing backups); abort with exit 1 before rm -rf
when any restore fails, leaving PATCH_DIR and recover.sh intact
- install.sh: extend log-scan grep to catch ERROR: lines from
patch_ui.py (backup OSError was silently missed by WARNING:-only grep)
- install.sh: reword restart-failure message — hook IS already
registered and sitecustomize.py IS installed; patch activates on
next boot regardless
- apply.sh: replace `if $_can_install` with `[ "$_can_install" = true ]`
(explicit test, no implicit command lookup); drop 2>/dev/null on
install cp so OS error detail reaches the log
- apply.sh: gate sitecustomize.py install on backup success; a failed
backup cp (disk full, read-only mount) previously fell through and
overwrote the vendor file with no recovery path
- create_task.py: handle unexpected 2xx response schema in cmd_create;
bare KeyError on result['id'] is replaced with a diagnostic print
- uninstall.sh: mv inside while loop had no error handling; under
set -euo pipefail a failed mv aborted the script before rm -rf PATCH_DIR,
leaving the system in partial-uninstall limbo
- apply.sh: correct comment from 'one prior generation' to 'two prior
generations (.1 and .2)' — rotation has always kept three log files
- uninstall.sh: add sync comment on find paths to match WEBUI_CANDIDATES
in patch/patch_ui.py, preventing silent drift if a new path is added
sitecustomize.py: when find_spec resolves real_spec as None (module absent
after a TrueNAS update), record a FAIL status and mark the module done so
hook_status.json is still written and cmd_verify shows a diagnostic FAIL
instead of the ambiguous "no status file found".
sitecustomize.py: the AttributeError fallback in the URL-fix wrapper now
writes a WARNING to stderr before returning the unmodified result, making
the unexpected ResticConfig type visible in journalctl.
apply.sh: after falling back to bare python3, verify that python3 can also
import middlewared; if not, emit a second warning so the operator knows the
backend patch may be installed in the wrong site-packages directory.
patch_ui.py: abort (return without writing) when FIND.subn produces a count
other than 1, instead of committing a doubly-patched bundle and having
subsequent runs silently accept it via the MARKER check.
uninstall.sh: when a vendor sitecustomize.py backup exists, use mv to
atomically overwrite our file rather than rm-then-mv; eliminates the window
where a read-only /usr causes rm to fail under set -e, aborting before the
backup is restored.
apply.sh: preserve two log generations (.1 and .2) on rotation so the
last two boots are always available for diagnosis.
patch_ui.py: find_bundle returns on the first matching JS file instead of
collecting all matches. The multi-match warning was dead weight — the Angular
Ivy compiler produces exactly one bundle and the WARNING path was unreachable
in practice.
uninstall.sh: restore an orphaned sitecustomize.py.pre-truecloud-patch when
sitecustomize.py itself has already been removed (e.g. manual deletion while
the backup survived). Prevents leaving ghost vendor files in site-packages.
patch_ui.py:
- Write Angular bundle atomically via tmp + os.replace, matching the pattern
already used by _record_status. Prevents a corrupt bundle if the write is
interrupted mid-boot.
sitecustomize.py:
- Tighten _record_status count barrier comment to name _Finder._targets as
the canonical count, making the coupling visible to future editors.
uninstall.sh:
- Verify middlewared restarted cleanly after uninstall, with journalctl
guidance on failure — matching recover.sh's existing pattern.
apply.sh:
- Change second line of site-packages error block from WARNING: prefix
(misleading for an instructional message) to a plain Run: hint.
create_task.py:
- Guard __doc__ against None in epilog extraction so -OO does not crash.
README.md:
- Split Emergency recovery into three named subsections: middlewared won't
start, web UI is blank or broken (corrupt bundle recovery), and backend
verify shows FAIL. Each gives direct commands and escalation steps.
- Add Restoring from a TrueCloud Backup section: finding the restic binary,
gathering credentials, provider-specific env var setup for B2 and S3,
listing and restoring snapshots, and operational notes on restore hygiene.
- Clarify that hook_status.json is written once both target modules have
loaded (not necessarily at the instant middlewared starts).
sitecustomize.py:
- Replace _PATCHES dispatch dict with if/elif in exec_module; removes
coupling between dispatch and _record_status's count barrier
- Drop _record_status count barrier entirely; both patches fire within
milliseconds during the same import sequence, write-on-every-call is safe
- Replace _broken_url regex with str.partition + startswith checks; same
semantics, no regex knowledge required to read
- Replace @staticmethod decorator inside plain function with explicit
staticmethod() assignment; decorator form creates a descriptor object,
not a callable, which confuses readers expecting class-body usage
apply.sh:
- Inline warn/ok helpers; each was one echo with a prefix, the indirection
cost more than the abstraction saved
- Collapse patch_ui.py if/else (whose if branch was a no-op comment) to
a single || fallback line
create_task.py:
- Remove vestigial (_client, _args) params from cmd_verify; it was pulled
out of dispatch, the params were never used
- Replace 3-entry dispatch dict with if/elif; dict implied a uniform calling
convention that verify already broke
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