feat(db): upgrade auto-backup backup and rollback support EE-867 EE-1158 (#5341)

* backport migration EE code structure

* filesystem copy function

* set db status to updating before migration - reset on completion

* support for auto-backup on version upgrade

* - rollback cli flag support (with confirmation)
- rollback implementation backport from EE

* removed edition as it is not required in CE

* migrated test datastore from bolttest to bolt package to make it usable for testing

* backported failsafe migration

* - backported tests from EE
- refactored tests to use test datastore

* test store implementing datastore interface

* addressed PR issues/improvements

* refactor test

* added backup file removal error logging

* resolved conflicts, updated code

* fixed missing bolttest package - migrated to bolt

* feat(migration): wrap migration errors to provide context for failure EE-1742 (#5711)

* feat(migrator): wrap errors to provide more context to failures EE-1742

* add overall failure back in. diff log file

* updated helm tests pointing to correct teststore

Co-authored-by: Matt Hook <hookenz@gmail.com>

api/bolt/migrate_data.go

@@ -0,0 +1,146 @@
+package bolt
+
+import (
+	"fmt"
+
+	"github.com/portainer/portainer/api/cli"
+
+	werrors "github.com/pkg/errors"
+	portainer "github.com/portainer/portainer/api"
+	"github.com/portainer/portainer/api/bolt/errors"
+	plog "github.com/portainer/portainer/api/bolt/log"
+	"github.com/portainer/portainer/api/bolt/migrator"
+	"github.com/portainer/portainer/api/internal/authorization"
+)
+
+const beforePortainerVersionUpgradeBackup = "portainer.db.bak"
+
+var migrateLog = plog.NewScopedLog("bolt, migrate")
+
+// FailSafeMigrate backup and restore DB if migration fail
+func (store *Store) FailSafeMigrate(migrator *migrator.Migrator) error {
+	defer func() {
+		if err := recover(); err != nil {
+			migrateLog.Info(fmt.Sprintf("Error during migration, recovering [%v]", err))
+			store.Rollback(true)
+		}
+	}()
+	return migrator.Migrate()
+}
+
+// MigrateData automatically migrate the data based on the DBVersion.
+// This process is only triggered on an existing database, not if the database was just created.
+// if force is true, then migrate regardless.
+func (store *Store) MigrateData(force bool) error {
+	if store.isNew && !force {
+		return store.VersionService.StoreDBVersion(portainer.DBVersion)
+	}
+
+	migrator, err := store.newMigrator()
+	if err != nil {
+		return err
+	}
+
+	// backup db file before upgrading DB to support rollback
+	isUpdating, err := store.VersionService.IsUpdating()
+	if err != nil && err != errors.ErrObjectNotFound {
+		return err
+	}
+
+	if !isUpdating && migrator.Version() != portainer.DBVersion {
+		err = store.backupVersion(migrator)
+		if err != nil {
+			return werrors.Wrapf(err, "failed to backup database")
+		}
+	}
+
+	if migrator.Version() < portainer.DBVersion {
+		migrateLog.Info(fmt.Sprintf("Migrating database from version %v to %v.\n", migrator.Version(), portainer.DBVersion))
+		err = store.FailSafeMigrate(migrator)
+		if err != nil {
+			migrateLog.Error("An error occurred during database migration", err)
+			return err
+		}
+	}
+
+	return nil
+}
+
+func (store *Store) newMigrator() (*migrator.Migrator, error) {
+	version, err := store.version()
+	if err != nil {
+		return nil, err
+	}
+
+	migratorParams := &migrator.Parameters{
+		DB:                      store.connection.DB,
+		DatabaseVersion:         version,
+		EndpointGroupService:    store.EndpointGroupService,
+		EndpointService:         store.EndpointService,
+		EndpointRelationService: store.EndpointRelationService,
+		ExtensionService:        store.ExtensionService,
+		RegistryService:         store.RegistryService,
+		ResourceControlService:  store.ResourceControlService,
+		RoleService:             store.RoleService,
+		ScheduleService:         store.ScheduleService,
+		SettingsService:         store.SettingsService,
+		StackService:            store.StackService,
+		TagService:              store.TagService,
+		TeamMembershipService:   store.TeamMembershipService,
+		UserService:             store.UserService,
+		VersionService:          store.VersionService,
+		FileService:             store.fileService,
+		DockerhubService:        store.DockerHubService,
+		AuthorizationService:    authorization.NewService(store),
+	}
+	return migrator.NewMigrator(migratorParams), nil
+}
+
+// getBackupRestoreOptions returns options to store db at common backup dir location; used by:
+// - db backup prior to version upgrade
+// - db rollback
+func getBackupRestoreOptions(store *Store) *BackupOptions {
+	return &BackupOptions{
+		BackupDir:      store.commonBackupDir(),
+		BackupFileName: beforePortainerVersionUpgradeBackup,
+	}
+}
+
+// backupVersion will backup the database or panic if any errors occur
+func (store *Store) backupVersion(migrator *migrator.Migrator) error {
+	migrateLog.Info("Backing up database prior to version upgrade...")
+
+	options := getBackupRestoreOptions(store)
+
+	_, err := store.BackupWithOptions(options)
+	if err != nil {
+		migrateLog.Error("An error occurred during database backup", err)
+		removalErr := store.RemoveWithOptions(options)
+		if removalErr != nil {
+			migrateLog.Error("An error occurred during store removal prior to backup", err)
+		}
+		return err
+	}
+
+	return nil
+}
+
+// Rollback to a pre-upgrade backup copy/snapshot of portainer.db
+func (store *Store) Rollback(force bool) error {
+
+	if !force {
+		confirmed, err := cli.Confirm("Are you sure you want to rollback your database to the previous backup?")
+		if err != nil || !confirmed {
+			return err
+		}
+	}
+
+	options := getBackupRestoreOptions(store)
+
+	err := store.RestoreWithOptions(options)
+	if err != nil {
+		return err
+	}
+
+	return store.Close()
+}