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TPS Report: Test Procedure Specification for ZFSBootMenu Release

The following list of quality checks for ZFSBootMenu should be performed on at least two separate test environments. If possible, checks should be performed against all supported testing environments. An initial environment can be prepared by invoking, from testing/, a command like

./setup.sh -a -e -k -o <distro>

The -e flag is optional but will produce an encrypted pool with passphrase "zfsbootmenu". By default, the org.zfsbootmenu:keysource property will be set to the first boot environment configured on a pool image, which allows ZFSBootMenu to cache keys for pools it unlocks. Testing with an encrypted pool is recommended; all code paths encountered by an unencrypted pool should also be hit with encrypted pools, but an encrypted pool will trigger additional code paths that should be exercised.

The -k flag is also optional. It will populate the testing/keys directory with your SSH authorized_keys file and create host keys that will be installed in every BE to simplify SSH logins. After the testing/keys directory is created, -k need not be specified again.

During setup, the ZFSBootMenu master branch will be cloned into /zfsbootmenu within the boot environment; this environment will be used to generate a kernel and initramfs pair in /zfsbootmenu/build that will be copied into the test directory for use in the testing procedure. The newly generated images will overwrite any existing ZBM kernel and initramfs.

Additional testbeds can be set up independently by passing the -D <directory> option to the above setup.sh command. Alternatively, a distinct environment can be installed on a separate pool within the same testbed by using a command like

./setup.sh -i -e -p <pool-name> -o <distro>

where <pool-name> is a name distinct from any other pool currently present in the testbed (the default pool name is ztest, but numeric components may be appended [01, 02, etc.] to distinguish a pool from another currently imported pool. Again, the -e flag is optional.

It is also possible to add a distinct boot environment to an existing pool, using a command like

./setup.sh -i -x -p <pool-name> -o <distro>

where the -x indicates that an existing pool will be used. The option -p <pool-name> is not needed if the default ztest pool is desired and present. At most one BE per supported distro may be installed on a pool, because each BE is placed at

<pool-name>/ROOT/<distro>

For testing, a mix of multiple pools and multiple BEs on a single pool are recommended.

Once an environment is prepared, it can be run with

./run -i

The -D <directory> argument may be provided to launch an environment in a non-standard directory. The -i option is optional; it causes the directory ${HOME}/.ssh/zfsbootmenu.d to be created with mode 700. If this directory exists (or is created with -i), run.sh will create a host configuration at the path

${HOME}/.ssh/zfsbootmenu.d/${TESTHOST}

where ${TESTHOST} is the basename of the test environment directory, with the text test. prepended if the path does not already begin with test.. The configuration enables SSH logins into the test environment simply by typing

ssh ${TESTHOST}

The configuration will log into the root account of the testbed and bypasses any host key verification or storage. When the test environment terminates, the configuration file will be removed. To make use of these configurations, be sure to add

Include zfsbootmenu.d/*

to your ${HOME}/.ssh/config. Once the ${HOME}/.ssh/zfsbootmenu.d path exists, it is not necessary to specify the -i option to continue to use automatic host configuration.

ZFSBootMenu is configured by default to force the menu to appear. At least once, test the ZFSBootMenu countdown timer and automatic boot procedure with

./run -A zbm.timeout=10

This should cause a 10-second countdown to appear before the default boot environment is booted. The default boot environment is the last environment installed in a test environment.

From the main menu, perform the following checks:

Pressing [RETURN] on an arbitrary BE causes that environment to boot.
Pressing [ESCAPE] causes the screen to redraw.
Pressing [CTRL+P] displays status for the pool holding the currently selected boot environment.
Pressing [CTRL+D] on an arbitrary BE causes its pool to be re-imported read/write, changing the display header to red and moving that BE to the top of the menu; after rebooting, this BE should be selected by default and should automatically boot when the timer is activated.
Pressing [CTRL+S] displays the list of snapshots on the currently selected BE.
Pressing [CTRL+K] displays the list of bootable kernels installed in the currently selected BE.
Pressing [CTRL+E] displays the KCL edit screen, pre-populating the entry field with the existing KCL; changing the entry should alter the KCL dsplayed in the header and these changes should appear in /proc/cmdline in the next booted BE.
Pressing [CTRL+J] jumps into an interactive chroot for the selected BE, which will be read-only if the pool is mounted read-only and read/write otherwise. If the pool is read-only, exiting the chroot should cause a yellow [!] warning icon to appear in the header.
Pressing [CTRL+R] exits ZFSBootMenu and drops to a recovery shell. Exiting the recovery shell restarts ZFSBootMenu.
Pressing [CTRL+W] toggles the pool holding the selected BE between read-only and read/write.
Pressing [CTRL+O] cycles through name/creation/used sort order.

Pool Status Checks

Pressing [CTRL+R] causes a checkpoint rewind; this should be a no-op if the pool has not been checkpointed. Otherwise, any snapshots created after a checkpoint should disappear after the rewind.
Pressing [ESCAPE] returns to the main menu.

Snapshot List Checks

Pressing [CTRL+J] jumps into an interactive chroot for the selected snapshot, or fails if the snapshot is missing a shell.
Pressing [CTRL+D] shows the diff viewer:
- Selecting one snapshot will show a diff between the snapshot and the filesystem
- Selecting two snapshots will show the diff between them
- The diff screen updates dynamically and is interruptable
- After exiting the diff screen, the same snapshots will be selected
Pressing [RETURN] presents the snapshot duplication interface:
- The new name is prepopulated with _NEW appended to the old name
- An existing environment with the same name triggers additional user input
- Blanking the name and pressing [RETURN] aborts the duplication
- Entering a non-empty name triggers a duplicate
- The duplicate BE appears in the list of bootable environments
- Neither the original nor the duplicate show a new ORIGIN property
Pressing [CTRL+X] behaves as with [RETURN], except:
- Cloning does not trigger a buffered send-receive and is faster
- The ORIGIN property of the original BE will list the selected snapshot on the newly cloned BE
Pressing [CTRL+C] behaves as with [RETURN], except:
- Cloning does not trigger a buffered send-receive and is faster
- The ORIGIN property of the cloned BE will list the selected snapshot on the original BE
Pressing [CTRL+N] presents the snapshot creation interface:
- The new snapshot name is prepopulated with %Y-%m-%d-%H%M%S
- An existing snapshot with the same name triggers additional user input
- Blanking the name and pressing [RETURN] aborts the snapshot
- Entering a non-empty name triggers a new snapshot
- The new snapshot appears in the list of snapshots
Pressing [CTRl+R] presents the rollback creation prompt:
- The selected snapshot is listed, highlighted in red
- Entering anything but ROLLBACK cancels the operation
- Entering ROLLBACK rolls the dataset back to the snapshot
- The selected snapshot is no longer listed on the Snapshot screen
Pressing [CTRL+O] cycles through name/creation/used sort order.
Pressing [ESCAPE] returns to the main menu.

Kernel List Checks

At least one BE should include multiple kernels to confirm proper functionality of the kernel list. That BE should be selected when entering the list.

Pressing [RETURN] will boot the selected kernel within the selected BE.
Pressing [CTRL+D] changes the default kernel, setting the property org.zfsbootmenu:kernel on the BE to the selected kernel name, returning to the main menu with the selected kernel listed in the header. A subsequent reboot should use the selected kernel without further user interaction.
Pressing [CTRL+U] clears the default kernel by inheriting the org.zfsbootmenu:kernel parameter from the BE parent.
Pressing [ESCAPE] returns to the main menu.

Common Features

Pressing [CTRL+L] displays the log viewer, which should be blank unless a warning or error [!] indicator has previously appeared in the header.
Pressing [CTRL+H] displays the help browser, preselecting the section corresponding to the current menu screen.
Pressing the left/right arrow keys moves to the next/previous screen shown in the header. Screens will not wrap around.

General Testing

If every encryption root specifies an org.zfsbootmenu:keysource property and a file:// key location, toggling pools between read-only and read/write should proceed without requesting passwords.
If any encryption root specifices an org.zfsbootmenu:keysource property and a file key location, keys should appear under the path
```
/zfsbootmenu/.keys/<keysource>/<keylocation>
```
where <keysource> is the value of an org.zfsbootmenu:keysource property on an encryption root and and <keylocation> is its key location.
If any encryption root lacks an org.zfsbootmenu:keysource property, toggling its pool between read-only and read/write should force a passphrase prompt each time. (Keys must not have been already cached before a keysource property is cleared, or the previously cached keys will continue to be used.)
ZBM can be forced to spin until the pool defined via zbm.prefer=pool! is available. During the wait period, the user can exit to a recovery shell via [ESCAPE].
ZBM can be forced to import the pool defined via zbm.prefer=pool!! with all other pools ignored/skipped. This will spin until the pool is available, and can be broken via [ESCAPE].
Invalid spl_hostid or spl.spl_hostid values do not cause ZBM to fail.
Adding zbm.skip to the KCL causes ZBM to immediately boot BOOTFS, otherwise show the main menu.
Adding zbm.show to the KCL causes ZBM to always show the main menu.
Adding rd.vconsole.keymap=fr causes the ZBM keymap to change when booted in GTK mode. This can be verified by dropping to the recovery shell and typing qwerty.
User hooks are installed from $zfsbootmenu_hook_root as defined in the dracut or mkinitcpio configuration used by generate-zbm.
Any hooks installed in a ZFSBootMenu image execute at expected points.

Recovery Shell and SSH Access

Basic tab completion for some internal functions is available in the recovery shell.
SSH'ing in to dracut-crypt enabled ZBM build should result in a functional shell, with a proper path and prompt set.
A running copy of ZBM can be taken over from a remote session:
- Executing zbm or zfsbootmenu from the remote login will attempt to stop any currently running instance.
- Until the running instance is stopped, the new invocation will spin with a timed message until it succeeds or the user cancels the attempt.

OS-Specific Image Creation

For each supported distribution [Void, Void Musl, Arch, Ubuntu, Debian], verify that module-setup.sh is able to correctly install all required binaries in the initramfs.
For each supported distribution, verify that generate-zbm can successfully produce an versioned and unversioned initramfs and a unified EFI bundle.
For each supported distribution, verify that the components and EFI bundles are able to correctly boot other systems. The check stages listed above should be used and any functionality that is missing or broken noted.

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