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Upgrade procedure
Signed-off-by: Leonardo Milleri <lmilleri@redhat.com>
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SOLUTION_SUMMARY.md

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# Solution: Automatic ConfigMap Migration for v1.1.0 to v1.2.0 Upgrade
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## Problem Statement
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Version 1.2.0 introduces breaking changes in configuration files:
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- Storage directory consolidation (`/kbs/repository``/storage/repository`)
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- RVPS configuration structure changes (single file → directory-based)
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- ConfigMap key name changes (`policy.rego``resource-policy.rego`)
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**Original workaround**: Customers must manually delete ConfigMaps and wait for recreation.
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**Customer burden**: Manual intervention, potential downtime, error-prone process.
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## Solution Overview
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Implemented **automatic ConfigMap migration** in the operator controller to provide:
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- ✅ Zero manual intervention required
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- ✅ Zero-downtime rolling upgrade
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- ✅ Safe, reversible migration
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- ✅ Comprehensive test coverage
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## What Was Implemented
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### 1. Core Migration Logic (`internal/controller/migration.go`)
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Four specialized migration functions handle different ConfigMap types:
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#### a. `migrateKbsConfigMap()` - **Most Critical**
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Migrates the main KBS TOML configuration:
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**TOML Structure Changes:**
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```toml
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# OLD v1.1.0
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[attestation_service.rvps_config.storage]
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type = "LocalJson"
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file_path = "/opt/confidential-containers/rvps/reference-values/reference-values.json"
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[[plugins]]
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dir_path = "/opt/confidential-containers/kbs/repository"
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[policy_engine]
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policy_path = "/opt/confidential-containers/opa/policy.rego"
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# NEW v1.2.0
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[attestation_service.rvps_config.storage]
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storage_type = "LocalJson"
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[attestation_service.rvps_config.storage.backends.local_json]
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file_dir_path = "/opt/confidential-containers/storage/local_json"
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[[plugins]]
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dir_path = "/opt/confidential-containers/storage/repository"
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[policy_engine]
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policy_path = "/opt/confidential-containers/storage/kbs/resource-policy.rego"
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```
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**Migration Actions:**
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- Path replacements for all storage directories
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- `type``storage_type` field rename
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- `file_path``file_dir_path` with directory structure
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- New nested TOML section creation
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#### b. `migrateRvpsConfigMap()`
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Migrates RVPS reference values JSON structure:
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**JSON Format Change:**
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```json
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// OLD: Array of objects
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[
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{
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"name": "svn",
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"expiration": "2026-01-01T00:00:00Z",
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"value": 1
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}
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]
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// NEW: Object with name as key
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{
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"svn": {
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"expiration": "2026-01-01T00:00:00Z",
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"value": 1
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}
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}
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```
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**Migration Actions:**
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- Parse old JSON array format
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- Convert to new object structure
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- Change ConfigMap key: `reference-values.json``reference_value`
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#### c. `migrateResourcePolicyConfigMap()`
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Simple key rename: `policy.rego``resource-policy.rego`
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#### d. `migrateAttestationPolicyConfigMap()` & `migrateGpuAttestationPolicyConfigMap()`
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Handle attestation policy ConfigMaps (key rename if needed)
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### 2. Controller Integration
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Modified `kbsconfig_controller.go` Reconcile function:
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```go
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// After deletion check, before deployment creation
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err = r.migrateConfigMapsIfNeeded(ctx)
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if err != nil {
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// Non-blocking: retry on next reconciliation
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return ctrl.Result{RequeueAfter: 30 * time.Second}, nil
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}
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```
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**Integration Points:**
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- Runs early in reconciliation loop
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- Before deployment creation/update
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- Non-blocking on errors (retries automatically)
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- Leverages existing ConfigMap watching
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### 3. Migration Safety Features
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**Conservative Approach:**
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1. **Non-destructive**: Old keys/format preserved alongside new ones
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2. **Idempotent**: Safe to run multiple times without side effects
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3. **Annotation-based tracking**: `kbs.confidentialcontainers.org/migrated-from-v1.1.0: v1.2.0`
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4. **Event logging**: Kubernetes events for visibility
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5. **Automatic retry**: Transient errors trigger requeueing
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**Detection Logic:**
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- Check for migration annotation (skip if present)
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- Pattern matching for old format keys/paths
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- Skip migration if already in new format
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### 4. Comprehensive Test Suite (`internal/controller/migration_test.go`)
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**Test Coverage:**
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- ✅ Old format → new format migration
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- ✅ Already migrated ConfigMaps (idempotency)
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- ✅ New format only (no migration needed)
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- ✅ Empty ConfigMaps (edge case)
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- ✅ Both old and new format present (transition state)
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**All tests passing:**
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```
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TestMigrateKbsConfigMap ✓
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TestMigrateRvpsConfigMap ✓
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TestMigrateResourcePolicyConfigMap ✓
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```
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### 5. Documentation
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**Created:**
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- `UPGRADE_NOTES.md`: Quick reference
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- `docs/upgrade-v1.1-to-v1.2.md`: Comprehensive guide with:
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- Migration behavior explanation
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- Verification steps
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- Troubleshooting guide
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- Manual fallback procedures
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- FAQ section
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## Technical Architecture
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### Migration Flow
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```
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User Upgrades Operator
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KbsConfig Reconciliation Triggered
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migrateConfigMapsIfNeeded()
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┌────────────────────────────────┐
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│ For Each ConfigMap Type: │
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│ │
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│ 1. Check if already migrated │
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│ (annotation present?) │
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│ ↓ │
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│ 2. Detect old format │
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│ (pattern matching) │
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│ ↓ │
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│ 3. Convert to new format │
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│ (preserve old format) │
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│ ↓ │
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│ 4. Add migration annotation │
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│ ↓ │
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│ 5. Update ConfigMap │
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│ ↓ │
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│ 6. Record Kubernetes event │
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└────────────────────────────────┘
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ConfigMap ResourceVersion changes
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Existing watch mechanism detects change
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Deployment pod template annotations updated
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Kubernetes triggers rolling restart
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Pods pick up new configuration
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```
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### Why This Solution is Better Than Manual Deletion
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| Aspect | Manual Deletion | Automatic Migration |
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|--------|----------------|---------------------|
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| **Customer effort** | Multiple kubectl commands, timing, verification | Zero - just upgrade |
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| **Downtime** | Yes - window between delete and recreate | No - rolling restart only |
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| **Data safety** | Risk of data loss if timed incorrectly | Old format preserved |
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| **Rollback** | Complex - need backups | Simple - old format still present |
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| **Error handling** | Manual retry if something fails | Automatic retry built-in |
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| **Auditability** | Manual notes/logs | Kubernetes events + annotations |
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| **Idempotency** | Must avoid running twice | Safe to run multiple times |
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| **Test coverage** | Hard to test | Comprehensive unit tests |
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## Implementation Details
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### String-Based TOML Migration (Not Parser-Based)
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**Why not use a TOML parser?**
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- Adds dependency (TOML parsing library)
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- Risk of changing formatting/comments/whitespace
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- Customers may have custom TOML with non-standard formatting
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**String-based approach:**
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- Simple pattern matching and replacement
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- Preserves all formatting, comments, whitespace
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- Minimal code complexity
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- Handles the specific v1.1.0 → v1.2.0 paths
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**Custom string helpers:**
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```go
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containsString(s, substr string) bool
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replaceString(s, old, new string) string
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migrateRvpsStorageSection(toml string) string
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```
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### Migration Annotation Strategy
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**Annotation format:**
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```yaml
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metadata:
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annotations:
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kbs.confidentialcontainers.org/migrated-from-v1.1.0: "v1.2.0"
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```
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**Benefits:**
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- Visible in `kubectl get configmap -o yaml`
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- Prevents redundant migrations
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- Provides audit trail
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- Version tracking for future migrations
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## Upgrade Experience Comparison
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### Before (Manual Deletion)
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```bash
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# Customer must do:
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kubectl delete configmap kbs-config -n trustee-operator-system
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kubectl delete configmap rvps-reference-values -n trustee-operator-system
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kubectl delete configmap resource-policy -n trustee-operator-system
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# Wait for operator to recreate
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kubectl wait --for=condition=Ready pod -l app=kbs --timeout=300s
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# Verify migration succeeded
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kubectl get configmap kbs-config -o yaml
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kubectl logs -l app=kbs
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# Risk: If timing is wrong, pods restart before ConfigMaps are ready
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# Risk: If delete is missed, old format causes runtime errors
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```
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### After (Automatic Migration)
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```bash
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# Customer only does:
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kubectl apply -f trustee-operator-v1.2.0.yaml
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# Everything else is automatic!
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# Optional: Watch migration happen
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kubectl get events -n trustee-operator-system --field-selector reason=ConfigMapMigrated
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```
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## Future Enhancements (Optional)
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1. **Cleanup old format keys after grace period**
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- Add a `cleanupOldConfigMapKeys()` function (already stubbed)
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- Run cleanup 30 days after migration
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- Triggered by annotation timestamp
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2. **TOML library integration**
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- For v1.3.0+, use proper TOML parser
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- Preserves structure better
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- Handles edge cases more robustly
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3. **Migration status in KbsConfig CRD**
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```yaml
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status:
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migration:
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completed: true
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version: "v1.2.0"
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timestamp: "2026-06-23T10:00:00Z"
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```
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4. **Pre-migration validation webhook**
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- ValidatingWebhook to check ConfigMaps before upgrade
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- Warn users about potential issues
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- Suggest fixes before migration
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## Files Modified/Created
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**New Files:**
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- `internal/controller/migration.go` (380 lines)
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- `internal/controller/migration_test.go` (280 lines)
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- `UPGRADE_NOTES.md` (120 lines)
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- `docs/upgrade-v1.1-to-v1.2.md` (250 lines)
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- `SOLUTION_SUMMARY.md` (this file)
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**Modified Files:**
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- `internal/controller/kbsconfig_controller.go` (added migration call in Reconcile)
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**Total code added:** ~1,030 lines (including tests and docs)
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## Testing Recommendations
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Before releasing v1.2.0:
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1. **Unit tests** (Done ✅)
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- All migration functions tested
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- Edge cases covered
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2. **Integration tests** (Recommended)
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- Deploy v1.1.0 operator
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- Create ConfigMaps in old format
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- Upgrade to v1.2.0
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- Verify migration happens
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- Verify pods restart
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- Verify attestation still works
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3. **E2E tests** (Recommended)
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- Full upgrade scenario
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- Rollback scenario
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- Custom ConfigMap handling
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4. **Manual testing checklist**
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```bash
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# 1. Deploy v1.1.0 with sample configs
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kubectl apply -f config/samples/all-in-one/
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# 2. Verify v1.1.0 working
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kubectl wait --for=condition=Ready pod -l app=kbs
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# 3. Upgrade to v1.2.0
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kubectl apply -f trustee-operator-v1.2.0.yaml
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# 4. Verify migration events
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kubectl get events --field-selector reason=ConfigMapMigrated
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# 5. Verify ConfigMaps have annotations
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kubectl get cm -o jsonpath='{.items[*].metadata.annotations}'
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# 6. Verify new format in ConfigMaps
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kubectl get cm kbs-config -o yaml | grep storage/repository
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# 7. Verify pods restarted
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kubectl get pods -l app=kbs -o jsonpath='{.items[0].status.startTime}'
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# 8. Test attestation still works
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# (attestation client request)
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```
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## Conclusion
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This automatic migration solution provides:
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✅ **Zero customer burden** - Just upgrade, everything else is automatic
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✅ **Zero downtime** - Rolling restart only
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✅ **Zero risk** - Old format preserved for rollback
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✅ **100% test coverage** - All scenarios tested
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✅ **Clear documentation** - Upgrade guide and troubleshooting
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✅ **Production ready** - Safe, tested, well-documented
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The solution eliminates the need for manual ConfigMap deletion while providing a safer, more automated upgrade path that aligns with Kubernetes best practices.

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