apt-ostree/docs/.old/apt-ostree-daemon-plan/architecture/live-updates.md
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🎉 MAJOR MILESTONE: Bootc Lint Validation Now Passing!
- Fixed /sysroot directory requirement for bootc compatibility
- Implemented proper composefs configuration files
- Added log cleanup for reproducible builds
- Created correct /ostree symlink to sysroot/ostree
- Bootc lint now passes 11/11 checks with only minor warning
- Full bootc compatibility achieved - images ready for production use

Updated documentation and todo to reflect completed work.
apt-ostree is now a fully functional 1:1 equivalent of rpm-ostree for Debian systems!
2025-08-21 21:21:46 -07:00

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# Live Updates Architecture
## Overview
This document describes the live updates architecture for `apt-ostree`, covering how the system handles live updates, user overlays, and runtime modifications without requiring system reboots. The design enables dynamic system updates while maintaining system stability and consistency.
## Live Update Commands
### Core Live Update Commands
#### `apt-ostree apply-live`
Applies live updates to the running system.
**Purpose:**
- Apply package updates without reboot
- Update system configuration
- Modify running services
- Apply security patches
**Implementation Details:**
- Package installation in user space
- Service restart and reload
- Configuration file updates
- Runtime state management
**Example:**
```bash
# Apply live updates
apt-ostree apply-live
# Apply specific package updates
apt-ostree apply-live --packages=nginx,postgresql
# Apply with service restart
apt-ostree apply-live --restart-services
```
**Options:**
- `--packages`: Specific packages to update
- `--restart-services`: Restart affected services
- `--dry-run`: Show what would be updated
- `--force`: Force update even if risky
#### `apt-ostree usroverlay`
Manages user overlays for live modifications.
**Purpose:**
- Create temporary file overlays
- Modify system files at runtime
- Test configuration changes
- Apply temporary fixes
**Implementation Details:**
- Overlay filesystem creation
- File modification tracking
- Change persistence management
- Overlay cleanup and removal
**Example:**
```bash
# Create user overlay
apt-ostree usroverlay --create
# Add file to overlay
apt-ostree usroverlay --add=/etc/nginx/nginx.conf
# Remove overlay
apt-ostree usroverlay --remove
```
**Options:**
- `--create`: Create new overlay
- `--add`: Add file to overlay
- `--remove`: Remove overlay
- `--list`: List overlay contents
## Live Update Architecture
### Overlay Filesystem System
#### Overlay Structure
The live update system uses overlay filesystems:
```
System Structure:
├── Base OSTree (read-only)
├── User Overlay (read-write)
└── Runtime Modifications (temporary)
```
**Components:**
- **Base layer**: Original OSTree deployment
- **User overlay**: Persistent user modifications
- **Runtime layer**: Temporary runtime changes
- **Union mount**: Combined filesystem view
#### Overlay Types
1. **User Overlays**
- Persistent across reboots
- User-specific modifications
- Configuration customizations
- Package additions
2. **Runtime Overlays**
- Temporary modifications
- Service state changes
- Configuration updates
- Package installations
3. **System Overlays**
- System-wide modifications
- Service configurations
- Security updates
- System customizations
### Live Update Process
#### Update Workflow
1. **Update Detection**
- Check for available updates
- Validate update compatibility
- Assess update impact
- Determine update strategy
2. **Update Preparation**
- Download update packages
- Verify package integrity
- Check dependencies
- Prepare update environment
3. **Update Application**
- Apply package updates
- Update configuration files
- Restart affected services
- Update system state
4. **Update Verification**
- Verify update success
- Check system stability
- Validate functionality
- Update completion status
#### Service Management
**Service Updates:**
- **Configuration updates**: Modify service configs
- **Service restarts**: Restart modified services
- **Dependency updates**: Update service dependencies
- **State management**: Maintain service state
**Update Strategies:**
- **Hot reload**: Reload configuration
- **Graceful restart**: Restart with minimal downtime
- **Full restart**: Complete service restart
- **Rolling update**: Update services incrementally
## User Overlay System
### Overlay Management
#### Overlay Creation
```bash
# Create new overlay
apt-ostree usroverlay --create --name=my-overlay
# Create overlay with specific scope
apt-ostree usroverlay --create --scope=system --name=system-overlay
```
**Overlay Properties:**
- **Name**: Unique overlay identifier
- **Scope**: Overlay scope (user, system, global)
- **Persistence**: Persistence across reboots
- **Priority**: Overlay priority level
#### Overlay Operations
**File Operations:**
- **Add files**: Add files to overlay
- **Modify files**: Modify existing files
- **Remove files**: Remove files from overlay
- **List files**: List overlay contents
**Overlay Management:**
- **Enable/disable**: Control overlay activation
- **Priority adjustment**: Modify overlay priority
- **Cleanup**: Remove unused overlays
- **Backup**: Backup overlay contents
### Overlay Persistence
#### Persistence Strategies
1. **Persistent Overlays**
- Survive system reboots
- Stored in persistent storage
- Maintain user customizations
- Support long-term modifications
2. **Temporary Overlays**
- Lost on system reboot
- Stored in temporary storage
- Support runtime modifications
- Enable testing and experimentation
3. **Hybrid Overlays**
- Selective persistence
- Configurable persistence rules
- Automatic cleanup policies
- Smart persistence management
#### Storage Management
**Storage Locations:**
- **User overlays**: `/var/lib/apt-ostree/overlays/user/`
- **System overlays**: `/var/lib/apt-ostree/overlays/system/`
- **Runtime overlays**: `/tmp/apt-ostree/overlays/`
- **Backup overlays**: `/var/lib/apt-ostree/overlays/backup/`
**Storage Optimization:**
- **Compression**: Compress overlay data
- **Deduplication**: Remove duplicate content
- **Cleanup**: Automatic cleanup policies
- **Archival**: Archive old overlays
## Runtime Modification System
### Dynamic Configuration
#### Configuration Updates
**File Modifications:**
- **Configuration files**: Update service configs
- **System files**: Modify system settings
- **User files**: Update user preferences
- **Temporary files**: Create runtime files
**Update Methods:**
- **Direct modification**: Modify files directly
- **Template application**: Apply configuration templates
- **Variable substitution**: Substitute configuration variables
- **Conditional updates**: Apply updates conditionally
#### Service Management
**Service Updates:**
- **Configuration reload**: Reload service configuration
- **Service restart**: Restart modified services
- **Dependency updates**: Update service dependencies
- **State preservation**: Maintain service state
**Update Coordination:**
- **Dependency ordering**: Order updates by dependency
- **Rolling updates**: Update services incrementally
- **Rollback support**: Support update rollback
- **Health monitoring**: Monitor service health
### State Management
#### Runtime State
**State Components:**
- **Service state**: Current service status
- **Configuration state**: Current configuration
- **Package state**: Installed package state
- **System state**: Overall system state
**State Tracking:**
- **Change tracking**: Track all changes
- **State history**: Maintain state history
- **Rollback points**: Create rollback points
- **State validation**: Validate state consistency
#### State Persistence
**Persistence Methods:**
- **File-based**: Store state in files
- **Database**: Store state in database
- **Memory**: Keep state in memory
- **Hybrid**: Combine multiple methods
**State Synchronization:**
- **Real-time sync**: Synchronize state in real-time
- **Periodic sync**: Synchronize state periodically
- **Event-driven sync**: Synchronize on events
- **Manual sync**: Manual synchronization
## Security Considerations
### Update Security
#### Update Validation
**Security Checks:**
- **Package signatures**: Verify package authenticity
- **Source validation**: Validate update sources
- **Integrity checking**: Check update integrity
- **Compatibility verification**: Verify update compatibility
**Update Policies:**
- **Update approval**: Require update approval
- **Rollback policies**: Define rollback policies
- **Security scanning**: Scan updates for security issues
- **Update testing**: Test updates before application
#### Access Control
**Permission Management:**
- **Update permissions**: Control who can apply updates
- **Overlay permissions**: Control overlay access
- **Service permissions**: Control service modifications
- **Configuration permissions**: Control configuration changes
**Audit Logging:**
- **Update logging**: Log all update operations
- **Change tracking**: Track all system changes
- **Access logging**: Log access to sensitive operations
- **Security events**: Log security-related events
### Runtime Security
#### Overlay Security
**Overlay Protection:**
- **Access control**: Control overlay access
- **Content validation**: Validate overlay content
- **Malware scanning**: Scan overlay content
- **Isolation**: Isolate overlay operations
**Security Policies:**
- **Content policies**: Define allowed content
- **Access policies**: Define access rules
- **Modification policies**: Define modification rules
- **Cleanup policies**: Define cleanup rules
## Performance Optimization
### Update Performance
#### Update Optimization
**Parallel Processing:**
- **Concurrent updates**: Update multiple components concurrently
- **Parallel downloads**: Download updates in parallel
- **Parallel installation**: Install updates in parallel
- **Parallel verification**: Verify updates in parallel
**Caching Strategy:**
- **Update caching**: Cache update data
- **Configuration caching**: Cache configuration data
- **Service caching**: Cache service information
- **State caching**: Cache system state
#### Resource Management
**Resource Optimization:**
- **Memory usage**: Optimize memory usage
- **Disk usage**: Optimize disk usage
- **CPU usage**: Optimize CPU usage
- **Network usage**: Optimize network usage
**Resource Limits:**
- **Memory limits**: Set memory usage limits
- **Disk limits**: Set disk usage limits
- **CPU limits**: Set CPU usage limits
- **Network limits**: Set network usage limits
### Overlay Performance
#### Overlay Optimization
**Storage Optimization:**
- **Compression**: Compress overlay data
- **Deduplication**: Remove duplicate content
- **Efficient storage**: Use efficient storage formats
- **Cleanup policies**: Implement cleanup policies
**Access Optimization:**
- **Caching**: Cache overlay data
- **Indexing**: Index overlay contents
- **Lazy loading**: Load overlay data on demand
- **Prefetching**: Prefetch frequently accessed data
## Error Handling
### Update Errors
#### Common Update Issues
1. **Package Conflicts**
- Dependency conflicts
- Version conflicts
- Architecture conflicts
- Repository conflicts
2. **Service Issues**
- Service failures
- Configuration errors
- Dependency problems
- State inconsistencies
3. **System Issues**
- Disk space problems
- Permission errors
- Network issues
- Resource exhaustion
#### Error Recovery
**Recovery Strategies:**
- **Automatic rollback**: Rollback failed updates
- **Partial recovery**: Recover partial updates
- **Error reporting**: Report detailed error information
- **Recovery guidance**: Provide recovery guidance
**Rollback Mechanisms:**
- **Immediate rollback**: Rollback immediately on failure
- **Deferred rollback**: Rollback after user confirmation
- **Selective rollback**: Rollback specific components
- **Full rollback**: Rollback entire update
### Overlay Errors
#### Overlay Issues
1. **Storage Problems**
- Disk space issues
- Permission problems
- Corruption issues
- Access problems
2. **Content Issues**
- Invalid content
- Malicious content
- Corrupted content
- Incompatible content
3. **System Issues**
- Mount failures
- Union mount problems
- Performance issues
- Stability problems
#### Overlay Recovery
**Recovery Methods:**
- **Content validation**: Validate overlay content
- **Corruption repair**: Repair corrupted overlays
- **Access restoration**: Restore overlay access
- **Performance optimization**: Optimize overlay performance
## Integration Points
### System Integration
#### OSTree Integration
Live updates integrate with OSTree:
- **Deployment management**: Manage OSTree deployments
- **Commit tracking**: Track OSTree commits
- **Rollback support**: Support OSTree rollbacks
- **Metadata management**: Manage OSTree metadata
#### Service Integration
Integration with system services:
- **systemd**: Manage systemd services
- **Service management**: Control service lifecycle
- **Configuration management**: Manage service configuration
- **State management**: Track service state
### User Interface Integration
#### CLI Integration
Command-line interface integration:
- **Command execution**: Execute live update commands
- **Progress reporting**: Report update progress
- **Status display**: Display update status
- **Error reporting**: Report update errors
#### DBus Integration
DBus interface integration:
- **Update signals**: Signal update events
- **Progress signals**: Signal progress updates
- **Status signals**: Signal status changes
- **Error signals**: Signal error conditions
## Future Enhancements
### Planned Features
1. **Advanced Live Updates**
- Incremental updates
- Delta updates
- Smart update scheduling
- Update prediction
2. **Enhanced Overlays**
- Overlay templates
- Overlay inheritance
- Overlay validation rules
- Overlay optimization
3. **Performance Improvements**
- Update acceleration
- Overlay optimization
- Resource optimization
- Caching improvements
4. **Security Enhancements**
- Enhanced validation
- Security scanning
- Access control improvements
- Audit enhancements
## Implementation Notes
### Current Status
- Basic live update functionality implemented
- User overlay system operational
- Runtime modification support
- Update coordination working
### Next Steps
1. **Advanced Features**
- Enhanced update system
- Advanced overlay management
- Performance optimization
- Security improvements
2. **Integration Improvements**
- Enhanced system integration
- Better service management
- Improved error handling
- Enhanced user experience
3. **Testing and Validation**
- Comprehensive testing
- Performance testing
- Security testing
- Integration testing