* Add OEM first-boot setup and factory reset An OEM-mode ISO install (or omarchy-reset-computer) leaves the machine in OEM state: fully installed, no user, /var/lib/omarchy/oem/pending armed. On the next boot omarchy-oem-setup.service runs the configurator's user form on tty1, creates the user with the groups system setup recorded, finalizes it offline from the stashed Node tarball, re-keys LUKS from the throwaway install passphrase to the user's password, and hands off to SDDM. omarchy-reset-computer returns a machine to that state: it swaps the running root for a fresh clone of the @factory snapshot the ISO takes at install time, scrubs machine identity and prior users, and stages omarchy-factory-wipe to drop the old root and recreate @home/@log on the next boot. Machines installed before @factory existed get a degraded reset (current system kept, users and state wiped) with that caveat surfaced in the confirmation. omarchy-setup-system/-hardware gain --oem to run without an install user; the group-granting install scripts now record their groups in /var/lib/omarchy/oem/groups and only call usermod when the user exists. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Harden OEM setup: correct cryptsetup key-file usage, retry on failure cryptsetup reads --test-passphrase/--key-file inputs byte-for-byte, so feed passphrases through process substitution consistently instead of positional args or stdin (which has different newline semantics). Run each first-boot setup attempt as its own process so a failure offers a retry instead of stranding the machine at a user-less login screen — bash ignores errexit inside `while !` conditions, a child process does not. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Always grant wheel sudo in OEM first-boot setup Detecting an existing %wheel grant by grepping sudoers is error-prone: omarchy ships narrow '%wheel ALL=(ALL) NOPASSWD: <command>' rules (e.g. asdcontrol) that match the naive pattern, which left the OEM-created user matching sudoers entries but unable to run anything. Write the drop-in unconditionally — a duplicate of an existing full grant is harmless. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Fix LUKS re-key device resolution and OEM state readability archinstall's encrypted installs put cryptdevice=PARTUUID=... on the kernel cmdline, not UUID=, so the first-boot re-key never found its device and silently skipped — leaving the throwaway auto-unlock keyfile in place, i.e. the disk effectively unencrypted. Parse every cryptdevice= source spec form and make any re-key failure abort the attempt loudly: a retry prompt beats a machine that quietly boots without a passphrase forever. The OEM state directory also has to be world-readable (its one secret, luks-key, stays 0600): user finalization reads the stashed Node tarball as the new user, and the 0700 directory forced it onto the network fallback. Step markers now land in /var/log/omarchy-oem-setup.log for debuggability. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Purge stale machine-id boot entries when resetting or re-keying limine-entry-tool keys its limine.conf OS entries by machine-id. A factory reset gives the machine a fresh identity, so the previous system's entry survived every rebuild, sorted first, and made Limine stop at a Blake2b hash-mismatch warning once the UKI was rebuilt. Start limine.conf over from the shipped template (and drop foreign machine-id history directories on the ESP) before any post-reset rebuild: in the staged chroot rebuild, in the first-boot LUKS re-key, and — for unencrypted resets, where nothing else rebuilds — in a dedicated first-boot refresh when foreign entries are found. The staged rebuild also verifies every UKI hash referenced by limine.conf against the file on the ESP before the subvolume swap, and the running system's limine-snapper-sync is runtime-masked during staging so it cannot rewrite the config behind the rebuild. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Harden reset and first-boot setup failure paths Review findings from codex and Copilot: - Generate throwaway passphrases without a trailing head stage: under pipefail, SIGPIPE from the infinite tr failed the substitution and errexit aborted every encrypted reset before it could stage anything. - Stage the fallible parts of a degraded reset (LUKS re-key, boot rebuild) before arming the wipe, so a staging failure leaves the machine untouched instead of scheduling a wipe for a reset that never finished. - Gate first-boot setup on the factory wipe having succeeded (ConditionPathExists=!wipe-pending plus an in-script guard): creating the new user on a half-wiped system would hand their data to the wipe retry. - Abort the wipe (keeping its retry marker) when deleting the old root or recreating @home/@log fails, and abort resets that cannot remove a prior account — a surviving account keeps its password and wheel membership. - Resume a partially-created account on setup retry instead of rejecting the username the failed attempt just created. - Only purge machine-id directories the old limine.conf actually referenced; a shared ESP may hold other installations' boot artifacts. - Recreate the hibernation swapfile (nested subvolume, so never captured by the factory snapshot) inside the factory root before its UKI rebuild, so a reset machine keeps disk-backed swap and a valid resume offset. - Source base-test.sh in the OEM groups test per test conventions. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Recreate the hibernation swapfile even when resume drop-ins survive omarchy-hibernation-setup short-circuits as 'already set up' when the resume mkinitcpio drop-in exists — which it always does in a factory root, while the swapfile itself never survives the snapshot (nested subvolume). Drop the marker when the swapfile is gone so setup reconfigures from scratch, and verify the swapfile actually exists before proceeding with the reset. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Second review pass: encrypted-config coverage, factory-baseline sanitization, recoverable rekey Codex xhigh round 2: - Detect the LUKS backing device by walking the root's device tree, not only the cmdline cryptdevice=; reset/first-boot now re-key roots reached via rd.luks/crypttab too, instead of silently leaving the seller's slots valid. - Sanitize the retained @factory baseline (accounts, /etc/shadow, machine identity) during a full reset: the new wheel user could otherwise mount it to recover the seller's data, and a second reset would restore the account. - Re-key the disk recoverably: rebuild the no-auto-unlock UKI before killing the throwaway slot or destroying the staged key, and restore the keyfile if that rebuild fails, so a retry with a different password can never leave the disk locked to the first attempt's password. - Roll back a degraded reset's live-root auto-unlock material if its boot rebuild fails, instead of leaving it for a later rebuild to embed. - Treat a missing current-machine limine entry as stale so a retry after a failed rebuild repairs the config instead of clearing OEM state over it. - Erase fingerprint enrollments (/var/lib/fprint) in degraded wipes. - Remove the resume-offset drop-in too when recreating the factory swapfile, so the rebuilt UKI gets a correct offset. - Pin first-boot retries to the account the first attempt created. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Expose factory reset in the Setup menu Add a 'Reset Computer' entry under Setup (Omarchy's Settings menu, where OS factory resets conventionally live), guarded to btrfs roots and launched in a floating terminal. omarchy-reset-computer now self-elevates via sudo so the menu entry needs no sudo prefix, forwarding the caller's gum theme env as env arguments so styling survives an env_reset sudoers. The typed 'reset' confirmation and the sudo password prompt remain as the guards against accidental triggering. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Defer keyboard selection to first boot for OEM installs The OEM first-boot setup now runs a keyboard step before the user form, mirroring the ISO configurator: it loads the chosen layout on the live VT so the password (and the LUKS re-key that follows) are typed under it, and persists it with systemd-firstboot so the installed system gets both the console KEYMAP and the XKB layout Hyprland reads — exactly what a normal install writes. Layouts localectl doesn't know keep the default, same as the installer. This lets the OEM operator set nothing user-specific: the machine's owner picks their keyboard alongside their account at first boot. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Rename factory-reset commands to omarchy-system-factory-reset[-finish] omarchy-reset-computer -> omarchy-system-factory-reset omarchy-factory-wipe -> omarchy-system-factory-reset-finish (and its systemd unit, log path, and temp mount to match) Pure rename: every reference — the Setup menu action, the first-boot finish service the reset stages and enables, the oem-setup ordering/gating, comments, and the menu test — moves together, with no behavior change. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Rename OEM vocabulary to provisioning (runtime) Commands unify under the provisioning family: omarchy-oem-setup → omarchy-provision-owner omarchy-finalize-user → omarchy-provision-user omarchy-first-run → omarchy-provision-first-run And the deferred-provisioning state/vocabulary replaces 'OEM': /var/lib/omarchy/oem/ → /var/lib/omarchy/provisioning/ /etc/omarchy/oem.key → /etc/omarchy/provisioning.key install/oem/ → install/provisioning/ OMARCHY_SETUP_CONTEXT=oem-firstboot → provision-owner omarchy-setup-system/-hardware --oem → --defer-provisioning All callers (provision-first-run→provision-user, autostart, factory-reset staging the provisioning units, the group-recording scripts) and comments move together. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Drop remaining OEM mentions from the provisioning groups test Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Finish the omarchy-first-run rename in the docs Two doc references to omarchy-first-run were missed when the script was renamed to omarchy-provision-first-run; update them to match. Co-Authored-By: Claude <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
306 lines
16 KiB
Markdown
306 lines
16 KiB
Markdown
# Omarchy update process
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This document describes the intended update behavior now that Omarchy is
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package-backed. It covers the blessed update path plus what happens when a user attempts to
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bypass it:
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1. `omarchy update` — the blessed interactive Omarchy update flow.
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2. `sudo pacman -Syu` — guarded by Omarchy and aborted with instructions unless
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the user explicitly bypasses the guard.
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The design goal is:
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- `omarchy update` owns the visible update pipeline: package transaction,
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migrations, post-update hooks, update-state refresh, and restart checks.
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- Migrations run per-user after pacman finishes, because they may need `$HOME`,
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DBus/session state, a graphical session, sudo, or user interaction.
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- Users who bypass `omarchy update` are nudged back by the pacman guard; if they
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explicitly bypass it, their session is notified when migrations are pending.
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## State and coordination files
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| Path | Owner | Purpose |
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| --- | --- | --- |
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| `${XDG_RUNTIME_DIR:-/tmp}/omarchy-update.lock` | user | Prevent overlapping update runs. Owned by `omarchy-update-lock`; compatibility wrappers inherit/respect it. |
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| `/tmp/omarchy-update.log` | user | Transcript of `omarchy update`, used by `omarchy-update-analyze-logs`. |
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| `~/.local/state/omarchy/current/` | user | Generated active theme, selected theme name, and current background symlink. |
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| `~/.local/state/omarchy/migrations/` | user | Per-user migration markers. |
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| `~/.local/state/omarchy/reboot-required` | user | Optional reboot marker checked by `omarchy-update-restart`. |
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| `~/.local/state/omarchy/restart-*-required` | user | Optional service/app restart markers checked by `omarchy-update-restart`. The shell needs no marker: it is restarted unconditionally after every update. |
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## Migration layout
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See [`migrations.md`](migrations.md) for the full migration model, authoring
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guidelines, and troubleshooting notes.
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Migrations live in:
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```text
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migrations/*.sh
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```
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They run as the current user through:
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```bash
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omarchy-migrate
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```
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Completion state is per-user:
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```text
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~/.local/state/omarchy/migrations/<migration filename>
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```
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Every user gets a chance to run every migration. Migrations run as the user;
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privileged work should invoke the appropriate helper or privilege prompt.
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Migrations must be idempotent; if one user already applied a machine-wide repair,
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the migration should no-op for other users.
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For watchers and diagnostics, `omarchy-migrate --pending` prints pending
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migration names and exits `0` when any are pending. When no migrations are
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pending, it prints nothing and exits non-zero.
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## Raw pacman guard
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The `omarchy` package installs an ALPM pre-transaction hook alongside its guard
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binary:
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```text
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/usr/share/libalpm/hooks/00-omarchy-update-guard.hook
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/usr/bin/omarchy-update-pacman-guard
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```
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It triggers on package upgrades and runs:
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```bash
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omarchy-update-pacman-guard
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```
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The guard detects direct pacman system-upgrade commands like `pacman -Syu` or
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`pacman --sync --refresh --sysupgrade`. If the upgrade was not launched by an
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Omarchy update command, the hook exits non-zero with `AbortOnFail`, which stops
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the transaction before packages are changed.
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`omarchy-update-system-pkgs`, `omarchy-refresh-pacman`, `omarchy-reinstall-pkgs`,
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and the v4 upgrader run pacman through:
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```bash
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env OMARCHY_UPDATE_PACMAN=1 pacman ...
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```
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so the guard allows Omarchy-owned update flows. A user can intentionally bypass
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the guard with:
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```bash
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sudo env OMARCHY_ALLOW_DIRECT_PACMAN=1 pacman -Syu
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```
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The guard does not start `omarchy update` itself because pacman is already in a
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transaction setup path; it only aborts with instructions.
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The `omarchy` package also installs ALPM hooks for `omarchy-settings` /
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`omarchy-settings-dev` installs and upgrades. The pre-transaction hook runs
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`omarchy-hyprland-reload-guard pause` to disable live Hyprland config reloads
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while `/usr/share/omarchy/default/hypr/**` is replaced. The post-transaction
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hook runs `omarchy-hyprland-reload-guard resume`, forces one `hyprctl reload`,
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and restores the session's previous `misc.disable_autoreload` and
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`debug.suppress_errors` values.
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## Path 1: `omarchy update`
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High-level flow:
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```text
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omarchy-update
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├─ ensure transcript logging through script(1) → /tmp/omarchy-update.log
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├─ omarchy-update-lock
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│ └─ acquire the update lock and run omarchy-update inside it
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├─ omarchy-update-requires-free-space
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│ └─ check free space on / and warn below the configured threshold
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├─ confirm unless -y
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├─ create snapper snapshot, if snapper is installed
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├─ omarchy-update-stay-awake start
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├─ run package updates, migrations, hooks, and log analysis
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├─ omarchy-update-status
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│ └─ refresh or clear the shell update indicator
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├─ omarchy-update-stay-awake stop
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│ └─ release the sleep inhibitor and restore shell idle state, if changed
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└─ omarchy-update-restart
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```
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Important behavior:
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- In dev-link mode, `omarchy update` fast-forwards the active checkout from its
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configured upstream before changing system packages or running migrations.
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- The free-space requirement uses a 10 GiB threshold and stops the update before
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confirmation when it is not met. If free space cannot be determined, the
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check is silently skipped. Set `OMARCHY_UPDATE_FORCE=1` to bypass the check.
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- `omarchy update` checks/runs migrations in the same visible terminal via
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`omarchy-migrate` after pacman finishes.
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- A failure should leave enough output in `/tmp/omarchy-update.log` and the
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terminal transcript to debug.
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## Path 2: direct `sudo pacman -Syu` attempt
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High-level flow:
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```text
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sudo pacman -Syu
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├─ pre-transaction guard aborts and tells the user to run omarchy update
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└─ if explicitly bypassed, upgrades omarchy and related packages
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└─ at that user's next login
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├─ graphical-session.target starts
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├─ omarchy-migrate-notify.service starts after it
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├─ omarchy-migrate-notify checks omarchy-migrate --pending
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├─ if this user has missing migration state, show notification
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└─ click opens terminal: omarchy-migrate
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```
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Login is deliberately the only trigger. A watcher on the packaged migration
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directory cannot distinguish a bypassed `pacman -Syu` from the package
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transaction inside a normal `omarchy update`, so it fired notifications for
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migrations that `omarchy-migrate` was about to apply in the visible update
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terminal. The retired unit was `omarchy-update-user-notify.path`.
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Retiring that watcher through a migration cannot come in time for the update
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that retires it: pacman writes the migration directory, the watcher fires, and
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only then does `omarchy-migrate` reach the migration that stops it. So the
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notifier also refuses to run while `omarchy update` holds its
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`$XDG_RUNTIME_DIR/omarchy-update.lock`, which covers the stale watcher and any
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trigger added later — during an update, every pending migration is by
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definition already being applied a step away. It checks again after waiting for
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the notification server, since that wait is long enough for an update to start
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underneath it.
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The notifier reads only its own user's runtime directory, never the `/tmp` path
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`omarchy-update` falls back to when `XDG_RUNTIME_DIR` is unset. A shared lock
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file belongs to whoever created it first, so honouring it would let one user
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silence another user's notification. Missing an update and showing a redundant
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toast is the better failure.
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Suppression is why `omarchy-update-stay-awake` starts its sleep inhibitor with
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the lock descriptor closed. That inhibitor outlives the step that starts it, so
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an update killed before cleanup would otherwise leave it holding the flock
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indefinitely — blocking later updates and, now that the notifier reads the same
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lock, silencing migration notifications at every login.
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Fallbacks:
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- `omarchy-provision-first-run` enables `omarchy-migrate-notify.service`, which also
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covers users created after install: their per-user migration markers are
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missing, so their first login prompts them to run every shipped migration.
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- The package ships `omarchy-update-user-notify.service` as a symlink onto
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`omarchy-migrate-notify.service`. Users set up before the rename hold an
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absolute `graphical-session.target.wants` symlink to the old path, and the
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migration that repoints it only runs for users who run an update — the
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opposite of who the notifier is for. The alias can be dropped once installs
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have run migration `1785095882`.
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- The notifier is ordered after `graphical-session.target`, so an action that
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launches through `uwsm-app` cannot block the target that gates UWSM's app
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daemon.
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- The notifier waits for a live notification server before sending, because
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`graphical-session.target` can be reached before the shell claims
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`org.freedesktop.Notifications`.
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- The notifier is only a prompt. It does not run migrations in the background.
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- A session that is already open when another user updates is not re-checked;
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it picks the migrations up at its next login, or whenever that user runs
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`omarchy-migrate` or `omarchy update`.
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- Direct pacman updates do not run `omarchy-hook post-update` unless the user
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explicitly runs that hook; without a package-update marker, the only pending
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state we can derive is missing per-user migration markers.
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## Shell update indicator
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The bar widget `omarchy.system-update` runs:
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```bash
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omarchy-update-available
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```
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`omarchy-update-available` checks the active Omarchy sources for updates:
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- new upstream commits for the active dev-linked checkout
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- `omarchy-dev`, when installed
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- otherwise `omarchy`, when installed
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The dev check fetches the checkout's configured upstream before comparing it
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with `HEAD`. A failed fetch is quiet and falls back to the existing remote-
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tracking state.
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Exit codes:
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- `0` — Omarchy updates are available; stdout is the update list.
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- non-zero — no Omarchy updates are available; stdout says Omarchy is up to date.
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The widget runs this check on shell startup and every six hours. Clicking the
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update icon launches `omarchy-update` in a floating terminal.
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## Update-related binaries
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This inventory is intentionally opinionated. Some commands are useful as stable
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leaf commands; others exist mostly because the old update flow accreted small
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scripts.
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| Binary | Current purpose | Keep? / Question |
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| `omarchy-update` | Public user command. Adds transcript logging, confirmation, snapshot, and restart checks around the locked, sleep-inhibited update pipeline. | **Keep.** This is the blessed entry point and orchestrates the update pipeline. |
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| `omarchy-update-lock` | Hidden command wrapper that holds the per-user update lock while its child runs. | **Keep internal/hidden.** Isolates update concurrency and lock descriptor handling. |
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| `omarchy-update-stay-awake` | Hidden helper that starts or stops update-owned sleep and idle inhibition, restoring only the state it changed. | **Keep internal/hidden.** Keeps inhibitor ownership and cleanup together. |
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| `omarchy-update-status` | Hidden helper that refreshes or clears the shell update indicator after rechecking available updates. | **Keep internal/hidden.** Keeps shell status synchronization out of the main pipeline. |
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| `omarchy-update-confirm` | Gum confirmation copy for `omarchy update`. | **Question.** Could be inlined into `omarchy-update`; separate file only helps keep copy isolated. |
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| `omarchy-update-dev` | Fast-forwards the active dev-linked checkout from its configured upstream; no-ops for package-backed installs. | **Keep.** Runs before package updates so a checkout conflict stops the update before system mutation. |
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| `omarchy-update-keyring` | Ensures Omarchy keyring and Arch keyring are current before the main transaction. | **Keep, but review.** It uses targeted `pacman -Sy` for keyring bootstrapping; acceptable for this special case but should remain tightly scoped. |
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| `omarchy-update-system-pkgs` | Runs `sudo env OMARCHY_UPDATE_PACMAN=1 pacman -Syu --noconfirm` with targeted transition `--overwrite` entries so the ALPM guard allows the transaction and early package-layout conflicts are handled. | **Keep for now.** Small leaf command, clear/testable. |
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| `omarchy-migrate` | Public migration command. Waits for pacman, then runs all pending migrations for the current user. Supports `--pending`. | **Keep.** This replaces the discarded `omarchy-update-user-finalize` name and no longer needs `--force`. |
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| `omarchy-update-pacman-guard` | ALPM pre-transaction guard that aborts direct `pacman -Syu` style upgrades unless Omarchy set `OMARCHY_UPDATE_PACMAN=1` or the user explicitly set `OMARCHY_ALLOW_DIRECT_PACMAN=1`. | **Keep internal/hidden.** This is what nudges users back to `omarchy update`. |
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| `omarchy-migrate-notify` | Internal login-time notification helper. Uses `omarchy-migrate --pending` and shows a notification only when this user has pending migrations. | **Keep internal/hidden.** Clear name now that the public command is `omarchy-migrate`. |
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| `omarchy-update-user-notify` | Hidden compatibility wrapper for `omarchy-migrate-notify`. | **Temporary.** Keep only for old callers. |
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| `omarchy-update-available` | Update checker for shell widget and post-update refresh. | **Keep.** Could eventually be renamed `omarchy-update-check`, but current name matches widget semantics. |
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| `omarchy-update-aur-pkgs` | Updates AUR packages with `yay -Sua` if foreign packages exist and AUR is reachable. | **Question.** Omarchy is package-backed now, but users may still install AUR packages. Keep for now. |
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| `omarchy-update-mise` | Runs `mise up` for mise-managed tools. | **Keep.** Mise-managed tools are intentionally part of the blessed update path. |
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| `omarchy-update-orphan-pkgs` | Lists orphans and prompts before removal; noninteractive mode never removes. | **Keep for now.** Safe because it is prompt-only. |
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| `omarchy-update-analyze-logs` | Scans `/tmp/omarchy-update.log` for known failure patterns, currently initramfs generation. | **Keep/expand.** Useful safety net; should grow only for high-signal checks. |
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| `omarchy-update-restart` | Prompts for reboot after kernel/Hyprland updates, restarts components with `restart-*-required` markers, and always restarts the shell. | **Keep.** Important final step; may eventually include service-restart checks. |
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| `omarchy-update-firmware` | Manual firmware update command using fwupd. Not part of the normal update pipeline. | **Keep separate.** Firmware is not a routine system update step. |
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| `omarchy-update-time` | Restarts `systemd-timesyncd`. | **Question.** Not really an update command. Consider renaming/moving under system/time maintenance. |
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## Closed decisions
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1. **Migrations run per-user from the update pipeline**
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- `omarchy update` runs `omarchy-migrate` after pacman finishes.
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- Package-time migration runners do not apply migrations inside pacman.
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- Every user has per-user migration markers, and migrations must be
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idempotent when they repair machine-wide state.
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2. **Migration notification naming**
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- The real helper is `omarchy-migrate-notify`, started by
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`omarchy-migrate-notify.service`.
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- `omarchy-update-user-notify` remains only as a hidden compatibility wrapper.
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3. **Update pipeline ownership**
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- `omarchy-update` owns the full update pipeline now.
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4. **Mise remains in the blessed update path**
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- `omarchy-update-mise` intentionally runs as part of `omarchy update`.
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5. **Orphan cleanup stays in the update path for now**
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- It is prompt-only and never removes packages noninteractively.
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6. **Direct pacman user follow-up is based on actual migration state**
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- Direct `sudo pacman -Syu` no longer uses a fake user-update marker.
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- User notifications are shown only when `omarchy-migrate --pending` finds
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missing per-user migration state.
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## Remaining concerns
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1. **Pacman guard scope**
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- The guard detects direct pacman sysupgrade invocations and allows Omarchy
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commands that set `OMARCHY_UPDATE_PACMAN=1`.
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- We may regret blocking some legitimate package-manager frontends or
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maintenance flows. Keep an eye on what should be allowed versus redirected
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to `omarchy update`.
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2. **Pacnew/pacsave handling is still missing**
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- Package-backed Omarchy should warn about or help process `.pacnew` and
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`.pacsave` files after updates.
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