werkator/docs/werkator-migrationsplan.md

# Migration Plan: GitTally → Werkator

The rename is a precaution: `gitTally` is the name of another product in the git space.
Nothing about what the build system does changes, but the name is part of a running installation in more places than the configuration.
This document lists every one of them, says which are handled automatically, and gives the order in which the rest is done.

Read [deployment.md](deployment.md) for the deployment itself; this plan only covers what the rename adds to it.

## What Is Handled Automatically

Every configuration file is looked up under its current name first and under the pre-rename name second, spelled exactly as it was (`config/ConfigFiles.kt`):

| Layer | current | still accepted |
|---|---|---|
| Machine config | `.git/werkator/.werkator.yml` | `.git/gittally/.gittally.yml` |
| Project config | `.werkator.yml` | `.gittally.yml` |
| Branch config, in a build worktree | `.werkator.yml` | `.gittally.yml` |
| Branch config, read out of git | `<commit>:.werkator.yml` | `<commit>:.gittally.yml` |

The current name wins where both exist, and the old file is then ignored rather than merged.
Two files side by side are a half-done rename, not a layering — merging them would revive a setting somebody deliberately dropped while rewriting.

The fallback exists because a configuration that is not found is not an error.
It leaves every setting at its default, so an installation that updated without renaming would come up looking healthy while having forgotten its credentials, its addresses, and what it builds.

The fallback is temporary and goes away once the watched repositories have been renamed.

## What Else the Rename Touches

### 1. The state directory — done automatically

`.git/gittally/` → `.git/werkator/`, with everything in it:

- the machine configuration (found under either name, but it belongs next to the rest)
- `build-results.json` — the entire build history
- `auto-builds.json` — which scheduled slots already fired today
- `control-token` — the token that authorizes mutating API calls
- `worktrees/<branchKey>/` — the per-branch build worktrees
- the generated systemd unit and its `EnvironmentFile`

There is no name fallback for this path, so the first start after the update moves it (`StateDirMigration`).
Without the move the instance would start with an empty history, a fresh control token, and no memory of today's scheduled builds — again without a single failure, which is why it is done rather than documented.

The move happens only when the old directory exists and the new one does not.
Where both exist, nothing is moved and a warning names the leftover: which of the two is the live state is not something to guess.
A move that fails is logged as an error and does not stop the start.

Two things follow from the move, both handled or reported:

- The worktrees hold absolute paths in both directions (`.git/worktrees/<name>/gitdir` and the worktree's own `.git` file), so they are dropped instead of repaired.
  Each is recreated by its branch's next build, which prunes the stale admin entry first.
- The generated systemd unit moves with the directory, which leaves its symlink in `~/.config/systemd/user` dangling — the running service is unaffected, the next start is not.
  A warning names the unit; re-run `werkator init --systemd` and re-link it, see step 3.

### 2. The artifact root

Unless `artifacts.rootDir` is set explicitly, artifacts live under `$XDG_STATE_HOME/werkator/artifacts/<repoKey>`, in practice `~/.local/state/werkator/artifacts/<repoKey>`.
Move `~/.local/state/gittally/` to `~/.local/state/werkator/`.
Left behind, the stored logs and reports of every past build are unreachable, and the permanent latest-green links point at nothing.

### 3. The systemd units

The unit names carry the product name:

| current | before |
|---|---|
| `werkator-<repo>.service` | `gittally-<repo>.service` |
| `werkator.env` | `gittally.env` |
| `werkator-docker-prune.service` / `.timer` | `gittally-docker-prune.service` / `.timer` |

The symlinks in `~/.config/systemd/user/` point into the state directory, so moving that directory breaks them.
Disable and remove the old units, regenerate with `werkator init --systemd`, then enable the new ones.
The prune units are host-global and shared by all instances on the host — replace them once, not per repository.

### 4. Docker names and labels

| what | current | before |
|---|---|---|
| build container | `werkator-build-<repoKey>-<branchKey>` | `gittally-build-…` |
| Gradle cache volume | `werkator-gradle-<repoKey>` | `gittally-gradle-…` |
| container label | `org.hoennig.werkator` | `org.hoennig.gittally` |
| image input label | `org.werkator.build-inputs-sha256` | `org.gittally.…` |

The consequences are all one-off and none of them is fatal:

- A new Gradle cache volume is empty, so the first build after the rename is slow. Rename the volume beforehand if that matters, or accept one cold build.
- The changed image label makes the build image rebuild once.
- Stale containers from before the rename carry the old label, so the cleanup on restart does not see them. Remove them once by hand.

### 5. The Gitea check

`gitea.statusContext` is the name the check appears under in Gitea; the default is now `werkator`.
Gitea itself needs no preparation — the context is created implicitly by the first status posted.
But a branch protection rule that requires the old context will never be satisfied again, and pull requests wait forever for a check nobody posts.
Update the rule in the same step, or leave `statusContext` at the old value until it is.

Statuses already written keep their old context, so a commit built before and after the change shows both.
Werkator also reads the newest status matching the configured context, so the first build after the switch does not see its own earlier results — harmless, at most one extra build.

### 6. The runtime bundle

On hosts without a Java runtime the bundle unpacks to `~/opt/werkator/` and its launcher is named `werkator`.
Move `~/opt/gittally/` accordingly, or unpack the new bundle fresh and remove the old directory once the service runs.

### 7. The managed nginx container

Only where `server.nginx.enabled` is set.
The container defaults to `werkator-nginx-<repo>` and its state (certificates included) to `~/.local/state/werkator/nginx/`.
Move the state directory with the artifact root, and remove the old container so the new one can take the ports.

## Order of Work

Per installation, and only while `/api/builds/current` is `[]` — a running build is interrupted by the restart and re-enqueued, but there is no reason to force that.

1. `systemctl --user stop werkator-<repo>.service` (old name).
2. Move the artifact root and the bundle; the state directory moves itself at the first start.
3. Rename the configuration files at the same time, or leave them to the fallback.
4. Deploy the new version and start it once, so the state directory moves.
5. `werkator init --systemd`, disable the old units, enable the new ones.
6. Start the service.
7. Update the Gitea branch protection rule if it names the check.

## Verification

- `werkator config:print --full` before the restart: every definition resolves completely, the credentials are there, the docker settings are the host's.
- After the start: the build history is the one from before, the watcher polls without errors, no warning about a configuration that was not found.
- A branch build starts, runs in the expected image, and reports under the expected Gitea check.

## Rollback

Keep the previous bundle and a timestamped copy of the machine configuration.
Note the asymmetry: the new version reads both names, the old one only reads the old name.
So a rollback works as long as the configuration files still carry — or carry again — their pre-rename names.
The state directory has to be moved back by hand; nothing moves it in that direction.

## Open Points

- **Settled:** the state directory is moved at the first start instead of getting a name fallback.
  A fallback would have to decide, on every write, which of two directories wins; a one-time move decides once and leaves one path afterwards.
- **This repository's own file names** are a separate step: 121 paths still contain `gittally`, package directories included.
  The rename script for it is written and waits.
- **When the fallback goes away**, `ConfigFiles` loses its legacy entries and a leftover `.gittally.yml` should be rejected by name rather than ignored — the same reasoning as for the legacy `branches` section in [plan step 18](plan/18-remove-branches-section.md).

## Per Host

### vm4006, `hs.hsadmin.ng`

#### The v1.0.0 deployment, in place and revertible

Measured on 2026-08-31: the state directory is 878 MB, of which 878 MB are the nine build worktrees.
Everything that cannot be recreated — build history, control token, machine configuration, auto-build state, the generated systemd files — is **84 KB**.
That is what makes an in-place switch safe: the snapshot is instant, and the worktrees are dropped by the migration and recreated per branch by the next build.

Precondition: `curl -s http://127.0.0.1:18080/api/builds/current` answers `[]`.

```bash
# 1. from the branch, locally
./gradlew runtimeBundle
scp build/distributions/werkator-runtime-linux-x64.tar.gz tallyman@vm4006.hostsharing.net:~/

# 2. stop, then snapshot the 84 KB that matter
systemctl --user stop gittally-hs.hsadmin.ng.service
STAMP=$(date -u +%Y%m%dT%H%M%SZ)
tar czf ~/gittally-state-$STAMP.tar.gz -C ~/hs.hsadmin.ng/.git --exclude=gittally/worktrees gittally

# 3. bundle beside the old one, following the existing convention
mv ~/opt/gittally ~/opt/gittally.0.9.21.bak
tar xzf ~/werkator-runtime-linux-x64.tar.gz -C ~/opt

# 4. artifact root: a move on the same filesystem, instant in both directions
mv ~/.local/state/gittally ~/.local/state/werkator

# 5. let the state directory move itself, and read what it says.
#    Check the output: publicBaseUrl, git.account and the host's build
#    definitions must be there. Empty ones mean the machine configuration
#    was not found — nothing fails on its own in that case.
cd ~/hs.hsadmin.ng
~/opt/werkator/jre/bin/java -jar ~/opt/werkator/lib/werkator.jar config:print --full

# 6. units
systemctl --user disable --now gittally-hs.hsadmin.ng.service gittally-docker-prune.timer
rm -f ~/.config/systemd/user/gittally-*
~/opt/werkator/jre/bin/java -jar ~/opt/werkator/lib/werkator.jar init --systemd
# follow the ln -s / daemon-reload / enable commands it prints
```

Verification, in this order: the service is `active`, the web UI footer reads `Werkator v1.0.0`, the build history is the one from before, `/api/builds/current` answers, the watcher polls without errors in the journal, and a real branch build runs in `hsadmin-ng-build-env:latest` and reports to Gitea.

Rollback, one sequence, about a minute:

```bash
systemctl --user disable --now werkator-hs.hsadmin.ng.service werkator-docker-prune.timer
rm -f ~/.config/systemd/user/werkator-*
rm -rf ~/hs.hsadmin.ng/.git/werkator
tar xzf ~/gittally-state-$STAMP.tar.gz -C ~/hs.hsadmin.ng/.git
mv ~/.local/state/werkator ~/.local/state/gittally
rm -rf ~/opt/werkator && mv ~/opt/gittally.0.9.21.bak ~/opt/gittally
systemctl --user daemon-reload
systemctl --user enable --now gittally-hs.hsadmin.ng.service gittally-docker-prune.timer
```

Three things are expected and are not failures:

- The first build after the switch is slower: the Gradle cache volume is keyed by name, so `werkator-gradle-<repoKey>` starts empty while `gittally-gradle-<repoKey>` keeps its content for a rollback.
- The build image is rebuilt once, because the label carrying its input hash changed.
- Containers left from before carry the old label, so the cleanup on restart does not see them; remove them by hand once the deployment stands.

`gitea.statusContext` needs no attention here: it comes from master's committed configuration in the watched repository, which still says `GitTally`, so the Gitea checks and any branch protection rule keep working untouched.

- The machine configuration is `~/hs.hsadmin.ng/.git/gittally/.gittally.yml`, mode 600, and it holds the Gitea token — check the mode after every edit, a shell redirect creates 644.
- The committed configuration on master still sets `statusContext: GitTally`; it changes with the merge that also renames the file, and that merge needs a colleague's approval.
- Deploy only while `/api/builds/current` is `[]`.
- Keep the timestamped backups of the machine configuration that already exist next to it.