mirror of
https://github.com/MODSetter/SurfSense.git
synced 2026-04-25 08:46:22 +02:00
feat: enhance installation and migration scripts to automate legacy data migration process
- Updated install.sh to handle fresh installations and migrations from the legacy all-in-one container. - Added checks for Docker and Docker Compose prerequisites. - Implemented a wait-for-postgres function to ensure database readiness. - Enhanced migration script to extract data and recover SECRET_KEY automatically. - Updated documentation to reflect the new automated migration process.
This commit is contained in:
Anish Sarkar
parent
5030dec96b
commit
025643ffa2
3 changed files with 357 additions and 329 deletions
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@ -2,9 +2,8 @@
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# =============================================================================
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# SurfSense — Database Migration Script
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#
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# Migrates data from the legacy all-in-one surfsense-data volume (PostgreSQL 14)
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# to the new multi-container surfsense-postgres volume (PostgreSQL 17) using
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# a logical pg_dump / psql restore — safe across major PG versions.
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# Extracts data from the legacy all-in-one surfsense-data volume (PostgreSQL 14)
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# and saves it as a SQL dump + SECRET_KEY file ready for install.sh to restore.
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#
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# Usage:
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# bash migrate-database.sh [options]
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@ -13,18 +12,30 @@
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# --db-user USER Old PostgreSQL username (default: surfsense)
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# --db-password PASS Old PostgreSQL password (default: surfsense)
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# --db-name NAME Old PostgreSQL database (default: surfsense)
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# --install-dir DIR New installation directory (default: ./surfsense)
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# --yes / -y Skip all confirmation prompts
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# --help / -h Show this help
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#
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# Prerequisites:
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# - Docker and Docker Compose installed and running
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# - Docker installed and running
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# - The legacy surfsense-data volume must exist
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# - ~500 MB free disk space for the dump file
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#
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# What this script does:
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# 1. Stops any container using surfsense-data (to prevent corruption)
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# 2. Starts a temporary PG14 container against the old volume
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# 3. Dumps the database to ./surfsense_migration_backup.sql
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# 4. Recovers the SECRET_KEY to ./surfsense_migration_secret.key
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# 5. Exits — leaving installation to install.sh
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#
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# What this script does NOT do:
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# - Delete the original surfsense-data volume (you must do this manually
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# after verifying the migration succeeded)
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# - Delete the original surfsense-data volume (do this manually after verifying)
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# - Install the new SurfSense stack (install.sh handles that automatically)
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#
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# Note:
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# install.sh downloads and runs this script automatically when it detects the
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# legacy surfsense-data volume. You only need to run this script manually if
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# you have custom database credentials (--db-user / --db-password / --db-name)
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# or if the automatic migration inside install.sh fails at the extraction step.
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# =============================================================================
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set -euo pipefail
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@ -49,18 +60,16 @@ error() { printf "${RED}[SurfSense]${NC} ERROR: %s\n" "$1" >&2; exit 1; }
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step() { printf "\n${BOLD}${CYAN}── Step %s: %s${NC}\n" "$1" "$2"; }
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# ── Constants ─────────────────────────────────────────────────────────────────
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REPO_RAW="https://raw.githubusercontent.com/MODSetter/SurfSense/main"
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OLD_VOLUME="surfsense-data"
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NEW_PG_VOLUME="surfsense-postgres"
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TEMP_CONTAINER="surfsense-pg14-migration"
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DUMP_FILE="./surfsense_migration_backup.sql"
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PG14_IMAGE="postgres:14"
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KEY_FILE="./surfsense_migration_secret.key"
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PG14_IMAGE="pgvector/pgvector:pg14"
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# ── Defaults ──────────────────────────────────────────────────────────────────
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OLD_DB_USER="surfsense"
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OLD_DB_PASSWORD="surfsense"
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OLD_DB_NAME="surfsense"
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INSTALL_DIR="./surfsense"
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AUTO_YES=false
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# ── Argument parsing ──────────────────────────────────────────────────────────
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@ -69,7 +78,6 @@ while [[ $# -gt 0 ]]; do
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--db-user) OLD_DB_USER="$2"; shift 2 ;;
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--db-password) OLD_DB_PASSWORD="$2"; shift 2 ;;
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--db-name) OLD_DB_NAME="$2"; shift 2 ;;
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--install-dir) INSTALL_DIR="$2"; shift 2 ;;
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--yes|-y) AUTO_YES=true; shift ;;
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--help|-h)
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grep '^#' "$0" | grep -v '^#!/' | sed 's/^# \{0,1\}//'
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@ -96,7 +104,7 @@ cleanup() {
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docker rm "${TEMP_CONTAINER}" >/dev/null 2>&1 || true
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fi
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if [[ $exit_code -ne 0 ]]; then
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printf "\n${RED}[SurfSense]${NC} Migration failed (exit code %s).\n" "${exit_code}" >&2
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printf "\n${RED}[SurfSense]${NC} Migration data extraction failed (exit code %s).\n" "${exit_code}" >&2
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printf "${RED}[SurfSense]${NC} Full log: %s\n" "${LOG_FILE}" >&2
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printf "${YELLOW}[SurfSense]${NC} Your original data in '${OLD_VOLUME}' is untouched.\n" >&2
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fi
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@ -104,7 +112,6 @@ cleanup() {
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trap cleanup EXIT
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# ── Wait-for-postgres helper ──────────────────────────────────────────────────
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# $1 = container name/id $2 = db user $3 = label for messages
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wait_for_pg() {
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local container="$1"
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local user="$2"
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@ -116,7 +123,7 @@ wait_for_pg() {
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until docker exec "${container}" pg_isready -U "${user}" -q 2>/dev/null; do
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attempt=$((attempt + 1))
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if [[ $attempt -ge $max_attempts ]]; then
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error "${label} did not become ready after $((max_attempts * 2)) seconds.\nCheck logs: docker logs ${container}"
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error "${label} did not become ready after $((max_attempts * 2)) seconds. Check: docker logs ${container}"
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fi
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printf "."
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sleep 2
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@ -142,7 +149,7 @@ Y88b d88P Y88b 888 888 888 Y88b d88P Y8b. 888 888 X88 Y8b.
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EOF
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printf "${NC}"
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printf "${CYAN} Database Migration: All-in-One → Multi-Container (PG 14 → 17)${NC}\n"
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printf "${CYAN} Data Extraction: All-in-One (PG14) → Migration Dump${NC}\n"
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printf "${CYAN}══════════════════════════════════════════════════════════════${NC}\n\n"
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# ── Step 0: Pre-flight checks ─────────────────────────────────────────────────
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@ -156,39 +163,31 @@ command -v docker >/dev/null 2>&1 \
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docker info >/dev/null 2>&1 \
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|| error "Docker daemon is not running. Please start Docker and try again."
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# Docker Compose
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if docker compose version >/dev/null 2>&1; then
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DC="docker compose"
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elif command -v docker-compose >/dev/null 2>&1; then
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DC="docker-compose"
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else
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error "Docker Compose not found. Install it at: https://docs.docker.com/compose/install/"
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fi
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info "Docker Compose: ${DC}"
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# OS detection (needed for sed -i portability)
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case "$(uname -s)" in
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Darwin*) OS_TYPE="darwin" ;;
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Linux*) OS_TYPE="linux" ;;
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CYGWIN*|MINGW*|MSYS*) OS_TYPE="windows" ;;
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*) OS_TYPE="unknown" ;;
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esac
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info "OS: ${OS_TYPE}"
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# Old volume must exist
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docker volume ls --format '{{.Name}}' | grep -q "^${OLD_VOLUME}$" \
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|| error "Legacy volume '${OLD_VOLUME}' not found.\n Are you sure you ran the old all-in-one SurfSense container?"
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success "Found legacy volume: ${OLD_VOLUME}"
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# New PG volume must NOT already exist
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if docker volume ls --format '{{.Name}}' | grep -q "^${NEW_PG_VOLUME}$"; then
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warn "Volume '${NEW_PG_VOLUME}' already exists."
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warn "If migration already succeeded, you do not need to run this script again."
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warn "If a previous run failed partway, remove the partial volume first:"
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warn " docker volume rm ${NEW_PG_VOLUME}"
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error "Aborting to avoid overwriting existing data."
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# Detect and stop any container currently using the old volume
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# (mounting a live PG volume into a second container causes the new container's
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# entrypoint to chown the data files, breaking the running container's access)
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OLD_CONTAINER=$(docker ps --filter "volume=${OLD_VOLUME}" --format '{{.Names}}' | head -n1 || true)
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if [[ -n "${OLD_CONTAINER}" ]]; then
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warn "Container '${OLD_CONTAINER}' is running and using the '${OLD_VOLUME}' volume."
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warn "It must be stopped before migration to prevent data file corruption."
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confirm "Stop '${OLD_CONTAINER}' now and proceed with data extraction?"
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docker stop "${OLD_CONTAINER}" >/dev/null 2>&1 \
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|| error "Failed to stop '${OLD_CONTAINER}'. Try: docker stop ${OLD_CONTAINER}"
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success "Container '${OLD_CONTAINER}' stopped."
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fi
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# Bail out if a dump already exists — don't overwrite a previous successful run
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if [[ -f "${DUMP_FILE}" ]]; then
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warn "Dump file '${DUMP_FILE}' already exists."
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warn "If a previous extraction succeeded, just run install.sh now."
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warn "To re-extract, remove the file first: rm ${DUMP_FILE}"
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error "Aborting to avoid overwriting an existing dump."
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fi
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success "Target volume '${NEW_PG_VOLUME}' does not yet exist — safe to proceed."
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# Clean up any stale temp container from a previous failed run
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if docker ps -a --format '{{.Names}}' | grep -q "^${TEMP_CONTAINER}$"; then
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@ -212,14 +211,13 @@ fi
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success "All pre-flight checks passed."
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# ── Confirmation prompt ───────────────────────────────────────────────────────
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printf "\n${BOLD}Migration plan:${NC}\n"
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printf "\n${BOLD}Extraction plan:${NC}\n"
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printf " Source volume : ${YELLOW}%s${NC} (PG14 data at /data/postgres)\n" "${OLD_VOLUME}"
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printf " Target volume : ${YELLOW}%s${NC} (PG17 multi-container stack)\n" "${NEW_PG_VOLUME}"
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printf " Old credentials : user=${YELLOW}%s${NC} db=${YELLOW}%s${NC}\n" "${OLD_DB_USER}" "${OLD_DB_NAME}"
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printf " Install dir : ${YELLOW}%s${NC}\n" "${INSTALL_DIR}"
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printf " Dump saved to : ${YELLOW}%s${NC}\n" "${DUMP_FILE}"
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printf " SECRET_KEY to : ${YELLOW}%s${NC}\n" "${KEY_FILE}"
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printf " Log file : ${YELLOW}%s${NC}\n\n" "${LOG_FILE}"
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confirm "Start migration? (Your original data will not be deleted.)"
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confirm "Start data extraction? (Your original data will not be deleted or modified.)"
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# ── Step 1: Start temporary PostgreSQL 14 container ──────────────────────────
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step "1" "Starting temporary PostgreSQL 14 container"
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@ -228,6 +226,21 @@ info "Pulling ${PG14_IMAGE}..."
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docker pull "${PG14_IMAGE}" >/dev/null 2>&1 \
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|| warn "Could not pull ${PG14_IMAGE} — using cached image if available."
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# Detect the UID that owns the existing data files and run the temp container
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# as that user. This prevents the official postgres image entrypoint from
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# running as root and doing `chown -R postgres /data/postgres`, which would
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# re-own the files to UID 999 and break any subsequent access by the original
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# container's postgres process (which may run as a different UID).
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DATA_UID=$(docker run --rm -v "${OLD_VOLUME}:/data" alpine \
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stat -c '%u' /data/postgres 2>/dev/null || echo "")
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if [[ -z "${DATA_UID}" || "${DATA_UID}" == "0" ]]; then
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warn "Could not detect data directory UID — falling back to default (may chown files)."
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USER_FLAG=""
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else
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info "Data directory owned by UID ${DATA_UID} — starting temp container as that user."
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USER_FLAG="--user ${DATA_UID}"
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fi
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docker run -d \
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--name "${TEMP_CONTAINER}" \
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-v "${OLD_VOLUME}:/data" \
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@ -235,6 +248,7 @@ docker run -d \
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-e POSTGRES_USER="${OLD_DB_USER}" \
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-e POSTGRES_PASSWORD="${OLD_DB_PASSWORD}" \
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-e POSTGRES_DB="${OLD_DB_NAME}" \
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${USER_FLAG} \
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"${PG14_IMAGE}" >/dev/null
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success "Temporary container '${TEMP_CONTAINER}' started."
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@ -245,13 +259,12 @@ step "2" "Dumping PostgreSQL 14 database"
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info "Running pg_dump — this may take a while for large databases..."
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# Run pg_dump and capture stderr separately to detect real failures
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if ! docker exec \
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-e PGPASSWORD="${OLD_DB_PASSWORD}" \
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"${TEMP_CONTAINER}" \
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pg_dump -U "${OLD_DB_USER}" --no-password "${OLD_DB_NAME}" \
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> "${DUMP_FILE}" 2>/tmp/pg_dump_err; then
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cat /tmp/pg_dump_err >&2
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> "${DUMP_FILE}" 2>/tmp/surfsense_pgdump_err; then
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cat /tmp/surfsense_pgdump_err >&2
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error "pg_dump failed. See above for details."
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fi
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@ -271,7 +284,7 @@ DUMP_LINES=$(wc -l < "${DUMP_FILE}" | tr -d ' ')
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DUMP_SIZE=$(du -sh "${DUMP_FILE}" 2>/dev/null | cut -f1)
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success "Dump complete: ${DUMP_SIZE} (${DUMP_LINES} lines) → ${DUMP_FILE}"
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# Stop the temp container now (trap will also handle it on unexpected exit)
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# Stop the temp container (trap will also handle it on unexpected exit)
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info "Stopping temporary PostgreSQL 14 container..."
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docker stop "${TEMP_CONTAINER}" >/dev/null 2>&1 || true
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docker rm "${TEMP_CONTAINER}" >/dev/null 2>&1 || true
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@ -292,148 +305,49 @@ if docker run --rm -v "${OLD_VOLUME}:/data" alpine \
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success "Recovered SECRET_KEY from '${OLD_VOLUME}'."
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else
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warn "No SECRET_KEY file found at /data/.secret_key in '${OLD_VOLUME}'."
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warn "This means the all-in-one was launched with SECRET_KEY set as an explicit environment variable."
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printf "${YELLOW}[SurfSense]${NC} Enter the SECRET_KEY from your old container's environment\n"
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printf "${YELLOW}[SurfSense]${NC} (press Enter to generate a new one — existing sessions will be invalidated): "
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read -r RECOVERED_KEY
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if [[ -z "${RECOVERED_KEY}" ]]; then
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warn "This means the all-in-one container was launched with SECRET_KEY set as an explicit env var."
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if $AUTO_YES; then
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# Non-interactive (called from install.sh) — auto-generate rather than hanging on read
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RECOVERED_KEY=$(openssl rand -base64 32 2>/dev/null \
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|| head -c 32 /dev/urandom | base64 | tr -d '\n')
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warn "Generated a new SECRET_KEY. All active browser sessions will be logged out after migration."
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warn "Non-interactive mode: generated a new SECRET_KEY automatically."
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warn "All active browser sessions will be logged out after migration."
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warn "To restore your original key, update SECRET_KEY in ./surfsense/.env afterwards."
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else
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printf "${YELLOW}[SurfSense]${NC} Enter the SECRET_KEY from your old container's environment\n"
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printf "${YELLOW}[SurfSense]${NC} (press Enter to generate a new one — existing sessions will be invalidated): "
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read -r RECOVERED_KEY
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if [[ -z "${RECOVERED_KEY}" ]]; then
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RECOVERED_KEY=$(openssl rand -base64 32 2>/dev/null \
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|| head -c 32 /dev/urandom | base64 | tr -d '\n')
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warn "Generated a new SECRET_KEY. All active browser sessions will be logged out after migration."
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fi
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fi
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fi
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# ── Step 4: Set up the new installation ───────────────────────────────────────
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step "4" "Setting up new SurfSense installation"
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if [[ -f "${INSTALL_DIR}/docker-compose.yml" ]]; then
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warn "Directory '${INSTALL_DIR}' already exists — skipping file download."
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else
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info "Creating installation directory: ${INSTALL_DIR}"
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mkdir -p "${INSTALL_DIR}/scripts"
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FILES=(
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"docker/docker-compose.yml:docker-compose.yml"
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"docker/.env.example:.env.example"
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"docker/postgresql.conf:postgresql.conf"
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"docker/scripts/init-electric-user.sh:scripts/init-electric-user.sh"
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)
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for entry in "${FILES[@]}"; do
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src="${entry%%:*}"
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dest="${entry##*:}"
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info "Downloading ${dest}..."
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curl -fsSL "${REPO_RAW}/${src}" -o "${INSTALL_DIR}/${dest}" \
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|| error "Failed to download ${src}. Check your internet connection."
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done
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chmod +x "${INSTALL_DIR}/scripts/init-electric-user.sh"
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success "Compose files downloaded to ${INSTALL_DIR}/"
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fi
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# Create .env from example if it does not exist
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if [[ ! -f "${INSTALL_DIR}/.env" ]]; then
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cp "${INSTALL_DIR}/.env.example" "${INSTALL_DIR}/.env"
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info "Created ${INSTALL_DIR}/.env from .env.example"
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fi
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# Write the recovered SECRET_KEY into .env (handles both placeholder and pre-set values)
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if [[ "${OS_TYPE}" == "darwin" ]]; then
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sed -i '' "s|SECRET_KEY=replace_me_with_a_random_string|SECRET_KEY=${RECOVERED_KEY}|" "${INSTALL_DIR}/.env"
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sed -i '' "s|^SECRET_KEY=.*|SECRET_KEY=${RECOVERED_KEY}|" "${INSTALL_DIR}/.env"
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else
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sed -i "s|SECRET_KEY=replace_me_with_a_random_string|SECRET_KEY=${RECOVERED_KEY}|" "${INSTALL_DIR}/.env"
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sed -i "s|^SECRET_KEY=.*|SECRET_KEY=${RECOVERED_KEY}|" "${INSTALL_DIR}/.env"
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fi
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success "SECRET_KEY written to ${INSTALL_DIR}/.env"
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# ── Step 5: Start PostgreSQL 17 (new stack) ───────────────────────────────────
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step "5" "Starting PostgreSQL 17"
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(cd "${INSTALL_DIR}" && ${DC} up -d db)
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# Resolve the running container name for direct docker exec calls
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PG17_CONTAINER=$(cd "${INSTALL_DIR}" && ${DC} ps -q db 2>/dev/null | head -n1 || true)
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if [[ -z "${PG17_CONTAINER}" ]]; then
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# Fallback to the predictable compose container name
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PG17_CONTAINER="surfsense-db-1"
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fi
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info "PostgreSQL 17 container: ${PG17_CONTAINER}"
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wait_for_pg "${PG17_CONTAINER}" "${OLD_DB_USER}" "PostgreSQL 17"
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# ── Step 6: Restore the dump ──────────────────────────────────────────────────
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step "6" "Restoring database into PostgreSQL 17"
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info "Running psql restore — this may take a while for large databases..."
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RESTORE_ERR_FILE="/tmp/surfsense_restore_err.log"
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docker exec -i \
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-e PGPASSWORD="${OLD_DB_PASSWORD}" \
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"${PG17_CONTAINER}" \
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psql -U "${OLD_DB_USER}" -d "${OLD_DB_NAME}" \
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< "${DUMP_FILE}" \
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2>"${RESTORE_ERR_FILE}" || true # psql exits non-zero on warnings; check below
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# Surface any real (non-benign) errors
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FATAL_ERRORS=$(grep -i "^ERROR:" "${RESTORE_ERR_FILE}" \
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| grep -iv "already exists" \
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| grep -iv "multiple primary keys" \
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|| true)
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if [[ -n "${FATAL_ERRORS}" ]]; then
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warn "Restore completed with the following errors:"
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printf "%s\n" "${FATAL_ERRORS}"
|
||||
confirm "These may be harmless (e.g. pre-existing system objects). Continue?"
|
||||
else
|
||||
success "Restore completed with no fatal errors."
|
||||
fi
|
||||
|
||||
# Smoke test — verify tables exist in the restored database
|
||||
TABLE_COUNT=$(
|
||||
docker exec \
|
||||
-e PGPASSWORD="${OLD_DB_PASSWORD}" \
|
||||
"${PG17_CONTAINER}" \
|
||||
psql -U "${OLD_DB_USER}" -d "${OLD_DB_NAME}" -t \
|
||||
-c "SELECT count(*) FROM information_schema.tables WHERE table_schema = 'public';" \
|
||||
2>/dev/null | tr -d ' \n' || echo "0"
|
||||
)
|
||||
|
||||
if [[ "${TABLE_COUNT}" == "0" || -z "${TABLE_COUNT}" ]]; then
|
||||
warn "Smoke test: no tables found in the restored database."
|
||||
warn "The restore may have failed silently. Inspect the dump and restore manually:"
|
||||
warn " docker exec -i ${PG17_CONTAINER} psql -U ${OLD_DB_USER} -d ${OLD_DB_NAME} < ${DUMP_FILE}"
|
||||
confirm "Continue starting the rest of the stack anyway?"
|
||||
else
|
||||
success "Smoke test passed: ${TABLE_COUNT} table(s) found in the restored database."
|
||||
fi
|
||||
|
||||
# ── Step 7: Start all remaining services ──────────────────────────────────────
|
||||
step "7" "Starting all SurfSense services"
|
||||
|
||||
(cd "${INSTALL_DIR}" && ${DC} up -d)
|
||||
success "All services started."
|
||||
# Save SECRET_KEY to a file for install.sh to pick up
|
||||
printf '%s' "${RECOVERED_KEY}" > "${KEY_FILE}"
|
||||
success "SECRET_KEY saved to ${KEY_FILE}"
|
||||
|
||||
# ── Done ──────────────────────────────────────────────────────────────────────
|
||||
printf "\n${GREEN}${BOLD}"
|
||||
printf "══════════════════════════════════════════════════════════════\n"
|
||||
printf " Migration complete!\n"
|
||||
printf " Data extraction complete!\n"
|
||||
printf "══════════════════════════════════════════════════════════════\n"
|
||||
printf "${NC}\n"
|
||||
|
||||
success " Frontend : http://localhost:3000"
|
||||
success " Backend : http://localhost:8000"
|
||||
success " API Docs : http://localhost:8000/docs"
|
||||
success "Dump file : ${DUMP_FILE} (${DUMP_SIZE})"
|
||||
success "Secret key: ${KEY_FILE}"
|
||||
printf "\n"
|
||||
info " Config : ${INSTALL_DIR}/.env"
|
||||
info " Logs : cd ${INSTALL_DIR} && ${DC} logs -f"
|
||||
info "Next step — run install.sh from this same directory:"
|
||||
printf "\n"
|
||||
warn "Next steps:"
|
||||
warn " 1. Open http://localhost:3000 and verify your data is intact."
|
||||
warn " 2. Once satisfied, remove the legacy volume (IRREVERSIBLE):"
|
||||
warn " docker volume rm ${OLD_VOLUME}"
|
||||
warn " 3. Delete the dump file once you no longer need it as a backup:"
|
||||
warn " rm ${DUMP_FILE}"
|
||||
warn " Full migration log saved to: ${LOG_FILE}"
|
||||
printf "${CYAN} curl -fsSL https://raw.githubusercontent.com/MODSetter/SurfSense/main/docker/scripts/install.sh | bash${NC}\n"
|
||||
printf "\n"
|
||||
info "install.sh will detect the dump, restore your data into PostgreSQL 17,"
|
||||
info "and start the full SurfSense stack automatically."
|
||||
printf "\n"
|
||||
warn "Keep both files until you have verified the migration:"
|
||||
warn " ${DUMP_FILE}"
|
||||
warn " ${KEY_FILE}"
|
||||
warn "Full log saved to: ${LOG_FILE}"
|
||||
printf "\n"
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue