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Aleksei Sviridkin f203a47afe fix(backups): hold a Postgres backup until the plugin rollout is over (#4674)
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## What this PR does

The first BackupJob on a Postgres app whose `cnpg.io/Cluster` has never
carried the barman-cloud plugin — a fresh platform-flow app, or one an
in-place restore re-rendered — attaches the plugin and creates the
`cnpg.io/Backup` in the same reconcile. Attaching the plugin changes the
instance pod spec, so CNPG rolls every instance (`Pod rollout required:
volumes: element plugins has been added`). The Backup then lands on an
instance without the plugin sidecar (`requested plugin is not available:
barman-cloud.cloudnative-pg.io`) or on one CNPG restarts under it
(`instance manager was restarted during backup`). CNPG does not retry a
failed Backup, so the BackupJob stays Running in
`CNPGBackupTransientFailure` until `cnpgDefaultBackupDeadline` and
fails. The first backup of each such Postgres is always lost; this was
observed on a v1.6.3 cluster and reproduced against `main`.

The driver now holds the Backup back until that rollout is over. Before
attaching the plugin to a Cluster that has none, it records
`PluginRolledOut=False` on the BackupJob, with `Ready=False` reason
`WaitingForPluginRollout` for the user, and requeues; the next pass
attaches the plugin. The Backup is created once CNPG reports the Cluster
in its healthy phase and every instance pod (`cnpg.io/cluster`,
`cnpg.io/podRole=instance`) was created after the condition and is
Ready; the condition then turns True and `Ready` is cleared, as before.
Recording the condition first means a lost status write leaves the
plugin unattached for the next pass instead of a Cluster that looks
ready while it rolls. A Cluster that already runs the plugin is not
rolled by the driver and its Backup is created on the first pass, as
today. The wait is bounded by the existing `cnpgDefaultBackupDeadline`,
after which the BackupJob fails with the phase or pod CNPG is stuck on.

Why this signal, checked against the CNPG 1.29 source and the 1.30
Cluster CRD vendored here: the Cluster status has no
`observedGeneration` and its `Ready` condition is derived from
`status.phase`, so right after the attach the phase still reads healthy
from before until CNPG reconciles the new spec. `status.pluginStatus`
does not help either, since CNPG also lists plugins referenced only from
`externalClusters` there, which is exactly the state of a Cluster a
restore re-rendered. A pod spec change is never applied in place (only a
pending Postgres restart is), so the instances are recreated and pods
newer than the attach are the ones running the sidecar. This reads pod
metadata and CNPG's documented labels only, not the plugin's container
or volume names, and needs no RBAC change: the controller already lists
and watches pods.

Tests: `TestReconcileCNPG_WaitsForPluginRolloutBeforeBackup` drives a
Cluster without the plugin through the attach, a stale healthy phase
over the old pod, a rolling phase over the recreated pod, and the
healthy phase, and asserts no Backup exists until the last step.
`TestReconcileCNPG_AttachedPluginDoesNotDelayBackup` covers a Cluster
that already runs the plugin, and
`TestReconcileCNPG_PluginRolloutWaitIsBounded` the deadline. With the
gate disabled, the first and third fail; with only the phase checked and
not the pods, the first fails at the attach pass.

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Not applicable: no UI change.

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The diff touches only `internal/backupcontroller` Go code: no package,
values, chart, CRD, `hack/` tooling, telemetry metric or contributor
convention. Walked against the trigger map, it reaches none of the
repositories below, and the website documents no workaround for the lost
first backup that this would make obsolete.

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### Release note

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```release-note
fix(backups): the CNPG backup driver no longer loses the first backup of a Postgres app whose Cluster had no barman-cloud plugin yet (a new platform-flow app, or one restored in place). It now waits for CNPG to finish rolling the instances onto the plugin before creating the cnpg.io Backup, and reports the wait on the BackupJob as Ready=False with reason WaitingForPluginRollout.
```


<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

* **Reliability**
* Backups wait for the backup plugin rollout to complete and cluster
instances to become healthy before starting.
* If rollout does not finish before the backup deadline, the backup job
fails instead of waiting indefinitely.
* Backups can start without waiting for a new rollout when the plugin is
already attached.
* **Backup Configuration**
* When no server name is configured, backups use the cluster name and
application UID, giving recreated applications distinct archive
prefixes.
* Existing server names are preserved when the plugin is already
attached.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2026-10-08 13:11:46 +03:00
Mattia Eleuteri 54ab863c0e fix(backups): hold a Postgres backup until the plugin rollout is over
A Cluster that has never carried the barman-cloud plugin gets it from
the first BackupJob: a fresh platform-flow app, or one an in-place
restore re-rendered. Attaching it changes the instance pod spec, so
CNPG rolls every instance. The cnpg.io/Backup the same reconcile
created then runs on an instance without the plugin sidecar ("requested
plugin is not available") or on one CNPG restarts under it ("instance
manager was restarted during backup"). CNPG never retries it, so the
BackupJob sat in CNPGBackupTransientFailure until the backup deadline
and failed: the first backup of every such Postgres was lost.

The driver now records a PluginRolledOut=False condition before it
attaches the plugin, and creates no Backup until CNPG reports the
Cluster healthy and every instance pod was created after that
condition and is Ready. Recording it first means a lost status write
leaves the plugin unattached for the next pass, rather than a Cluster
that looks ready while it rolls. A Cluster that already runs the plugin
is not rolled by the driver and is not held back.

The phase alone cannot tell the rollout is over. Cluster status has no
observedGeneration and its Ready condition is derived from the phase,
so until CNPG reconciles the new spec the phase still reads healthy
from before the attach. status.pluginStatus is no better: CNPG also
lists plugins referenced only from externalClusters there, which is
exactly the state of a Cluster a restore re-rendered. A pod spec change
is never applied in place, so the instances are recreated, and pods
newer than the attach are the ones running the sidecar. That reads only
pod metadata and CNPG's documented labels, not the plugin's container
names. The wait stays bounded by the existing backup deadline.

Signed-off-by: Mattia Eleuteri <mattia@hidora.io>
Assisted-by: LLM
2026-10-07 11:15:43 +02:00
Aleksei Sviridkin 3fc45ed183 fix(backups, postgres): refuse a restore into another PostgreSQL major (#4669)
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## What this PR does

A CNPG restore is physical, so the recovered data files only open on the
PostgreSQL major version that wrote them. `reconcileCNPGRestore` purged
the target Cluster and its PVCs without comparing the two. Observed on
v1.6.3: a PostgreSQL 18 backup restored into a v16 application emptied
the target, the `full-recovery` pods then looped on `FATAL: database
files are incompatible with server`, and the RestoreJob failed at the
30-minute deadline with the target left empty. An in-place restore into
an application whose `spec.version` was raised since the backup ends the
same way.

The restore now compares the two majors before the purge, ahead of the
WAL-archive gate, and when they differ marks the RestoreJob `Failed`
with reason `MajorVersionMismatch` and a message naming both versions.
Nothing is suspended, patched or deleted on that path.

- Target major: the Postgres application's `spec.version` (`v13` to
`v18`). That is what the chart renders the recovered Cluster from once
the live one is gone, so the live Cluster's image would be the wrong
thing to compare.
- Backup major: the `cnpg.io/Backup`'s `status.majorVersion`, now copied
into the artifact's `driverMetadata` as `cnpg.io/major-version` at
backup time, because barman retention deletes the `cnpg.io/Backup` while
the artifact stays restorable. An artifact taken before this change
falls back to the `cnpg.io/Backup` while it still exists.
- When either side is unknown (no record and the `cnpg.io/Backup` gone,
a CNPG that predates `majorVersion`, an empty `spec.version`), the
restore goes ahead as before and the controller logs it, so existing
backups keep restoring.

`TestReconcileCNPGRestore_RefusesCrossMajorRestore` drives the real
reconcile against a fake client with a live Cluster and PVC on the
target and counts every `Delete`. With the check removed, the two
refusal cases (18 into a v16 copy, 16 in place into an app moved to v18)
and the fallback case fail: the Cluster and the PVC are deleted and the
app is patched for recovery. With the check in place they end `Failed`
with zero deletes, while the same-major and unknown-version cases still
reach the purge. `TestCreateCNPGBackupArtifact_RecordsMajorVersion`
covers the `driverMetadata` record.

### Screenshots

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- [ ] [cozystack/website](https://github.com/cozystack/website) -
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[cozystack/cozystack-telemetry-server](https://github.com/cozystack/cozystack-telemetry-server)
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Walked against the diff: it touches only `internal/backupcontroller`,
with no CRD, no app `values.yaml` or schema and no ApplicationDefinition
change. The new `cnpg.io/major-version` entry lives in the free-form
`Backup.spec.driverMetadata` map, which no downstream repository reads
by key.

### Release note

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- Follow the guidelines at
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```release-note
fix(backups, postgres): a Postgres restore whose backup was taken on another PostgreSQL major version than the target's spec.version now fails before touching the target, instead of purging it and then failing to recover.
```


<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

* **Bug Fixes**
* Cross-major PostgreSQL restores are now refused before the target is
changed. The error identifies the backup and target versions.
* Restores proceed when either version is unavailable or cannot be
parsed.
* **New Features**
* Backup metadata now records the PostgreSQL major version when it is
available.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2026-10-06 16:35:27 +03:00
Mattia Eleuteri cfa31d3a17 fix(postgres): record the live cluster's flavor on a backup
The chart refuses a flavor change on an existing Cluster, but the
Postgres app keeps the refused value. A BackupJob taken after such a
change recorded the app's flavor, not the one the data directory was
written by, so a RestoreJob would accept a target of the wrong image
family and refuse the right one.

The driver already reads the live Cluster to keep its barman
serverName; it now takes the flavor from that Cluster's imageName the
same way the chart's flavor guard compares images.

Assisted-by: LLM
Signed-off-by: Mattia Eleuteri <mattia@hidora.io>
2026-10-05 08:52:32 +02:00
Mattia Eleuteri f514f8722b fix(backups, postgres): refuse a restore into another PostgreSQL major
A CNPG restore is physical: the recovered data files only open on the
major version that wrote them. The driver purged the target Cluster and
its PVCs without comparing the two, so a PostgreSQL 18 backup restored
into a v16 application, or in place into an application upgraded since
the backup, emptied the target. The recovery pods then looped on
"database files are incompatible with server" until the restore
deadline, and the RestoreJob failed with nothing left to fall back on.

The restore now fails before the purge, naming both versions, when they
differ. The target side is spec.version, since that is what the chart
renders the recovered Cluster from once the live one is gone. The
backup side is CNPG's status.majorVersion, copied into the artifact's
driverMetadata at backup time because retention deletes the
cnpg.io/Backup while the artifact stays restorable; artifacts taken
before that fall back to the cnpg.io/Backup. When either side is
unknown the restore goes ahead as before, so older backups keep
restoring.

Assisted-by: LLM
Signed-off-by: Mattia Eleuteri <mattia@hidora.io>
2026-10-01 21:58:09 +02:00
Mattia Eleuteri 497dd6fc4f fix(backups): start a Postgres restore from the backup it names
Without recoveryTarget.backupID the barman-cloud plugin chooses the
base backup itself: the newest one in the catalog when no recoveryTime
is set, and the newest one ending by recoveryTime otherwise, on any
timeline since no targetTLI is passed. A RestoreJob naming an older
Backup therefore started from another one, and on an archive holding
sibling timelines - left by in-place restores that archived back under
the source serverName - from another branch, bringing back that
branch's data.

The restore reads barman's backupId and the backup's stoppedAt from
the live cnpg.io/Backup behind the Backup, and passes the id through
the chart as bootstrap.recovery.recoveryTarget.backupID. The plugin
gives backupID precedence over time-based selection, and CNPG does not
count it among the mutually exclusive targets, so it combines with
targetTime.

Two cases keep the plugin's choice. A recoveryTime earlier than one
second past stoppedAt: the named backup cannot serve an instant before
it is consistent, and stoppedAt is truncated to the second while
barman compares its end time to the microsecond. And a cnpg.io/Backup
that is gone: plugin-barman-cloud's retention deletes it together with
the base backup it describes, and the driver deletes one only with its
artifact, so pinning its id would purge the target and then fail the
recovery on every retry. That restore records a BaseBackupGone warning
event instead.

A re-restore into the same target clears a backupID left by a previous
one.

Assisted-by: LLM
Signed-off-by: Mattia Eleuteri <mattia@hidora.io>
2026-09-29 09:38:11 +02:00
Aleksei Sviridkin 7a0aab2bdc refactor: apply the Go 1.27 modernizers
Run go fix over every first-party module: interface{} becomes any,
hand-written loops become slices, maps, min/max and range-over-int,
errors.As becomes errors.AsType, pointer helpers become new(expr) and
are inlined at their call sites, and so on. Every rewrite keeps
behaviour.

Three rewrites stay out. embedlit flattens embedded-field literals
such as ObjectMeta, syntax only Go 1.27 accepts, which would break
backports to release branches still on Go 1.26. omitzero drops
omitempty from struct fields, and openapi-gen reads omitempty as
optional, so metadata, spec and status would turn required in the
published schemas. And errorsastype rewrote an errors.As whose
target, apierrors.APIStatus, does not implement error, which
errors.AsType rejects at compile time.

Assisted-by: LLM
Signed-off-by: Aleksei Sviridkin <f@lex.la>
2026-09-24 17:23:18 +03:00
Yan Bondarenko 9214430bd8 fix(backups): give the barman-cloud sidecar its own resources
The barman-cloud plugin injects its sidecar without resource requests or
limits. Tenant namespaces ship a LimitRange that defaults containers to
128Mi, so the sidecar inherits that default and is OOMKilled mid-backup:
the ObjectStore stays healthy, the Cluster stays Ready, and only the
backup fails. A cgroup high-water mark of 254 MiB on a 38 MB database
shows the default cannot hold it.

The shared cozy-lib helper and the Go path that builds the platform's own
ObjectStore now request 100m/256Mi and cap memory at 1Gi. No CPU limit is
set, matching the entityOperator precedent in the kafka chart: a
throttled sidecar stalls WAL archiving instead of failing it.

The helper is renamed from checksumSidecarConfiguration to
sidecarConfiguration, since it no longer carries only the checksum pin.

Signed-off-by: Yan Bondarenko <202671653+yankawai@users.noreply.github.com>
2026-09-18 17:30:20 +04:00
Andrey KolkovandClaude Opus 4.8 b574e2176f fix(backups): cover Go-driven system-bucket ObjectStore + share the checksum helper
Address review on the S3 request-checksum fix:

- Extend the fix to the platform-managed useSystemBucket=true flow, whose
  ObjectStore is built in Go by applyClusterPluginBackup (SSA-applied), not
  chart-rendered. Add InstanceSidecarConfiguration to cnpgtypes.ObjectStoreSpec
  and set AWS_REQUEST_CHECKSUM_CALCULATION=when_required on it via
  barmanSidecarConfiguration(). The platform's own default system bucket is
  SeaweedFS, a non-AWS S3 gateway of the same class as Ceph RGW. Unit test in
  cnpgstrategy_controller_test.go asserts the applied ObjectStore carries it.

- Factor the duplicated instanceSidecarConfiguration block (3x across two
  charts) into a shared cozy-lib helper (cozy-lib.barman.checksumSidecarConfiguration).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: Andrey Kolkov <andrey.kolkov@aenix.io>
2026-07-22 15:35:32 +04:00
Andrey Kolkov 13ff340277 fix(backups): migrate CNPG backups to the barman-cloud plugin
Signed-off-by: Andrey Kolkov <androndo@gmail.com>
2026-07-16 21:44:41 +04:00
Andrey Kolkov ed5ae16e36 feat(platform): implement backup strategy for postgres application
Signed-off-by: Andrey Kolkov <androndo@gmail.com>
2026-05-07 13:12:54 +04:00