replication: simplify parallel replication variables & expose them in config

closes #140

.circleci/config.yml

@@ -1,74 +1,79 @@
-version: 2.0
+version: 2.1
-workflows:
-  version: 2
-  build:
-    jobs:
-      - build-1.11
-      - build-1.12
-      - build-1.13
-      - build-1.14
-      - build-latest
-      - test-build-in-docker
-jobs:
 
-  # build-latest serves as the template
+commands:
-  # we use YAML anchors & aliases to exchange the docker image (and hence Go version used for the build)
+  setup-home-local-bin:
-  build-latest: &build-latest
-    description: Builds zrepl
-    parameters:
-      image:
-        description: "the docker image that the job should use"
-        type: string
-    docker:
-      - image: circleci/golang:latest
-    environment:
-      # required by lazy.sh
-      TERM: xterm
-    working_directory: /go/src/github.com/zrepl/zrepl
     steps:
       - run:
-          name: Setup environment variables
+          shell: /bin/bash -euo pipefail
           command: |
-            # used by pip (for docs)
+            mkdir -p "$HOME/.local/bin"
-            echo 'export PATH="$HOME/.local/bin:$PATH"' >> $BASH_ENV
+            line='export PATH="$HOME/.local/bin:$PATH"'
-            # we use modules
+            if grep "$line" $BASH_ENV >/dev/null; then
-            echo 'export GO111MODULE=on' >> $BASH_ENV
+              echo "$line" >> $BASH_ENV
+            fi
 
+  invoke-lazy-sh:
+    parameters:
+      subcommand:
+        type: string
+    steps:
+      - run:
+          environment:
+            TERM: xterm
+          command: ./lazy.sh <<parameters.subcommand>>
+
+  apt-update-and-install-common-deps:
+    steps:
+      - run: sudo apt update && sudo apt install gawk make
+
+  restore-cache-gomod:
+    steps:
       - restore_cache:
-          keys:
+          key: go-mod-v4-{{ checksum "go.sum" }}
-            - source
+  save-cache-gomod:
-            - protobuf
+    steps:
-
-      - checkout
-
       - save_cache:
-          key: source
+          key: go-mod-v4-{{ checksum "go.sum" }}
           paths:
-            - ".git"
+            - "/go/pkg/mod"
-      
+
-      # install deps
+  install-godep:
-      - run: wget https://github.com/protocolbuffers/protobuf/releases/download/v3.6.1/protoc-3.6.1-linux-x86_64.zip
+    steps:
-      - run: echo "6003de742ea3fcf703cfec1cd4a3380fd143081a2eb0e559065563496af27807  protoc-3.6.1-linux-x86_64.zip" | sha256sum -c
+      - apt-update-and-install-common-deps
-      - run: sudo unzip -d /usr protoc-3.6.1-linux-x86_64.zip
+      - invoke-lazy-sh:
+          subcommand: godep
+
+  install-docdep:
+    steps:
+      - apt-update-and-install-common-deps
+      - run: sudo apt install python3 python3-pip libgirepository1.0-dev
+      - invoke-lazy-sh:
+          subcommand: docdep
+
+  download-and-install-minio-client:
+    steps:
+      - setup-home-local-bin
+      - restore_cache:
+          key: minio-client-v2
+      - run:
+          shell: /bin/bash -eo pipefail
+          command: |
+            if which mc; then exit 0; fi
+            sudo curl -sSL https://dl.min.io/client/mc/release/linux-amd64/archive/mc.RELEASE.2020-08-20T00-23-01Z \
+              -o "$HOME/.local/bin/mc"
+            sudo chmod +x "$HOME/.local/bin/mc"
       - save_cache:
-          key: protobuf
+          key: minio-client-v2
           paths:
-            - "/usr/include/google/protobuf"
+            - "$HOME/.local/bin/mc"
-            
-      - run: sudo apt update && sudo apt install python3 python3-pip libgirepository1.0-dev gawk
-      - run: ./lazy.sh devsetup
-
-      - run: make zrepl-bin
-      - run: make vet
-      - run: make test
-      - run: make lint
-      - run: make release
-
-
-      - store_artifacts:
-          path: ./artifacts/release
-          when: always
 
+  upload-minio:
+    parameters:
+      src:
+        type: string
+      dst:
+        type: string
+    steps:
       - run:
           shell: /bin/bash -eo pipefail
           when: always
@@ -78,68 +83,296 @@ jobs:
               exit 0
             fi
             set -u # from now on
-            
-            # Download and install minio
-            curl -sSL https://dl.minio.io/client/mc/release/linux-amd64/mc -o ${GOPATH}/bin/mc
-            chmod +x ${GOPATH}/bin/mc
-            mc config host add --api s3v4 zrepl-minio https://minio.cschwarz.com ${MINIO_ACCESS_KEY} ${MINIO_SECRET_KEY}
-            
-            # Upload artifacts
-            echo "$CIRCLE_BUILD_URL" > ./artifacts/release/cirlceci_build_url
-            mc cp -r artifacts/release "zrepl-minio/zrepl-ci-artifacts/${CIRCLE_SHA1}/${CIRCLE_JOB}/"
 
+            mc config host add --api s3v4 zrepl-minio https://minio.cschwarz.com ${MINIO_ACCESS_KEY} ${MINIO_SECRET_KEY}
+
+            # keep in sync with set-github-minio-status
+            jobprefix=zrepl-ci-artifacts/${CIRCLE_SHA1}-pipeline-<<pipeline.number>>/${CIRCLE_JOB}
+
+            # Upload artifacts
+            mkdir -p ./artifacts
+            mc cp -r <<parameters.src>> "zrepl-minio/$jobprefix/<<parameters.dst>>"
+
+  set-github-minio-status:
+    parameters:
+      context:
+        type: string
+      description:
+        type: string
+      minio-dst:
+        type: string
+    steps:
+      - run:
+          shell: /bin/bash -eo pipefail
+          command: |
+            if [ -n "$CIRCLE_PR_NUMBER" ]; then # CIRCLE_PR_NUMBER is guaranteed to be only present in forked PRs (external)
+              echo "Forked PR detected. Sry, can't trust you with credentials to external artifact store, use CircleCI's instead."
+              exit 0
+            fi
+            set -u # from now on
+
+            # keep in sync with with upload-minio command
+            jobprefix=zrepl-ci-artifacts/${CIRCLE_SHA1}-pipeline-<<pipeline.number>>/${CIRCLE_JOB}
             # Push Artifact Link to GitHub
             REPO="zrepl/zrepl"
             COMMIT="${CIRCLE_SHA1}"
             JOB_NAME="${CIRCLE_JOB}"
-            curl "https://api.github.com/repos/$REPO/statuses/$COMMIT?access_token=$GITHUB_COMMIT_STATUS_TOKEN" \
+            CONTEXT="<<parameters.context>>"
+            DESCRIPTION="<<parameters.description>>"
+            TARGETURL=https://minio.cschwarz.com/minio/"$jobprefix"/"<<parameters.minio-dst>>"
+            curl "https://api.github.com/repos/$REPO/statuses/$COMMIT" \
               -H "Content-Type: application/json" \
+              -H "Authorization: token $GITHUB_COMMIT_STATUS_TOKEN" \
               -X POST \
-              -d '{"context":"zrepl/publish-ci-artifacts", "state": "success", "description":"CI Build Artifacts for '"$JOB_NAME"'", "target_url":"https://minio.cschwarz.com/minio/zrepl-ci-artifacts/'"$COMMIT"'/"}'
+              -d '{"context":"'"$CONTEXT"'", "state": "success", "description":"'"$DESCRIPTION"'", "target_url":"'"$TARGETURL"'"}'
 
-  build-1.11:
-    <<: *build-latest
-    docker:
-    - image: circleci/golang:1.11
 
-  build-1.12:
+  trigger-pipeline:
-    <<: *build-latest
+    parameters:
-    docker:
+      body_no_shell_subst:
-    - image: circleci/golang:1.12
+        type: string
-
-  build-1.13:
-    <<: *build-latest
-    docker:
-    - image: circleci/golang:1.13
-
-  build-1.14:
-    <<: *build-latest
-    docker:
-    - image: circleci/golang:1.14
-
-  # this job tries to mimic the build-in-docker instructions
-  # given in docs/installation.rst
-  #
-  # However, CircleCI doesn't support volume mounts, so we have to copy
-  # the source into the build-container by modifying the Dockerfile
-  test-build-in-docker:
-    description: Check that build-in-docker works
-    docker:
-      - image: circleci/golang:latest
-    environment:
-    working_directory: /go/src/github.com/zrepl/zrepl
     steps:
-    - checkout
+      - run: |
-    - setup_remote_docker
+          curl -X POST https://circleci.com/api/v2/project/github/zrepl/zrepl/pipeline \
-    - run:
+            -H 'Content-Type: application/json' \
-        name: (hacky) circleci doesn't allow volume mounts, so copy src to container
+            -H 'Accept: application/json' \
-        command: echo "ADD . /src" >> build.Dockerfile
+            -H "Circle-Token: $ZREPL_BOT_CIRCLE_TOKEN" \
-    - run:
+            --data '<<parameters.body_no_shell_subst>>'
-        name: (hacky) commit modified Dockerfile to avoid failing git clean check in Makefile
+
-        command: git -c user.name='circleci' -c user.email='circleci@localhost' commit -m 'CIRCLECI modified Dockerfile with zrepl src' --author 'autoauthor <circleci@localhost>' -- build.Dockerfile
+parameters:
-    - run:
+  do_ci:
-        name: build the build image (build deps)
+    type: boolean
-        command: docker build -t zrepl_build -f build.Dockerfile .
+    default: true
-    - run:
+
-        name: try compiling
+  do_release:
-        command: docker run -it zrepl_build make release
+    type: boolean
+    default: false
+
+  release_docker_baseimage_tag:
+    type: string
+    default: "1.16"
+
+workflows:
+  version: 2
+
+  ci:
+    when: << pipeline.parameters.do_ci >>
+    jobs:
+      - quickcheck-docs
+      - quickcheck-go: &quickcheck-go-smoketest
+          name: quickcheck-go-amd64-linux-1.16
+          goversion: &latest-go-release "1.16"
+          goos: linux
+          goarch: amd64
+      - test-go-on-latest-go-release:
+          goversion: *latest-go-release
+      - quickcheck-go:
+          requires:
+            - quickcheck-go-amd64-linux-1.16 #quickcheck-go-smoketest.name
+          matrix: &quickcheck-go-matrix
+            alias: quickcheck-go-matrix
+            parameters:
+              goversion: [*latest-go-release, "1.12"]
+              goos: ["linux", "freebsd"]
+              goarch: ["amd64", "arm64"]
+            exclude:
+              # don't re-do quickcheck-go-smoketest
+              - goversion: *latest-go-release
+                goos: linux
+                goarch: amd64
+              # not supported by Go 1.12
+              - goversion: "1.12"
+                goos: freebsd
+                goarch: arm64
+
+  release:
+    when: << pipeline.parameters.do_release >>
+    jobs:
+      - release-build
+      - release-deb:
+          requires:
+            - release-build
+      - release-rpm:
+          requires:
+            - release-build
+      - release-upload:
+          requires:
+            - release-build
+            - release-deb
+            - release-rpm
+
+  periodic:
+    triggers:
+      - schedule:
+          cron: "00 17 * * *"
+          filters:
+            branches:
+              only:
+                - master
+                - stable
+                - problame/circleci-build
+    jobs:
+      - periodic-full-pipeline-run
+
+  zrepl.github.io:
+    jobs:
+      - publish-zrepl-github-io:
+          filters:
+            branches:
+              only:
+                - stable
+
+jobs:
+  quickcheck-docs:
+    docker:
+      - image: cimg/base:2020.08
+    steps:
+      - checkout
+      - install-docdep
+      - run: make docs
+
+      - store_artifacts:
+          path: artifacts
+      - download-and-install-minio-client
+      - upload-minio:
+          src: artifacts
+          dst: ""
+      - set-github-minio-status:
+          context: artifacts/${CIRCLE_JOB}
+          description: artifacts of CI job ${CIRCLE_JOB}
+          minio-dst: ""
+
+  quickcheck-go:
+    parameters:
+      goversion:
+        type: string
+      goos:
+        type: string
+      goarch:
+        type: string
+    docker:
+      - image: circleci/golang:<<parameters.goversion>>
+    environment:
+      GOOS: <<parameters.goos>>
+      GOARCH: <<parameters.goarch>>
+
+    steps:
+      - checkout
+
+      - restore-cache-gomod
+      - run: go mod download
+      - run: cd build && go mod download
+      - save-cache-gomod
+
+      - install-godep
+      - run: make formatcheck
+      - run: make generate-platform-test-list
+      - run: make zrepl-bin test-platform-bin
+      - run: make vet
+      - run: make lint
+
+      - download-and-install-minio-client
+      - run: rm -f artifacts/generate-platform-test-list
+      - store_artifacts:
+          path: artifacts
+      - upload-minio:
+          src: artifacts
+          dst: ""
+      - set-github-minio-status:
+          context: artifacts/${CIRCLE_JOB}
+          description: artifacts of CI job ${CIRCLE_JOB}
+          minio-dst: ""
+
+  test-go-on-latest-go-release:
+    parameters:
+      goversion:
+        type: string
+    docker:
+      - image: circleci/golang:<<parameters.goversion>>
+    steps:
+      - checkout
+      - restore-cache-gomod
+      - run: make test-go
+      # don't save-cache-gomod here, test-go doesn't pull all the dependencies
+
+  release-build:
+    machine: true
+    steps:
+      - checkout
+      - run: make release-docker RELEASE_DOCKER_BASEIMAGE_TAG=<<pipeline.parameters.release_docker_baseimage_tag>>
+      - persist_to_workspace:
+          root: .
+          paths: [.]
+  release-deb:
+    machine: true
+    steps:
+      - attach_workspace:
+          at: .
+      - run: make debs-docker
+      - persist_to_workspace:
+          root: .
+          paths:
+            - "artifacts/*.deb"
+
+  release-rpm:
+    machine: true
+    steps:
+      - attach_workspace:
+          at: .
+      - run: make rpms-docker
+      - persist_to_workspace:
+          root: .
+          paths:
+            - "artifacts/*.rpm"
+
+  release-upload:
+    docker:
+      - image: cimg/base:2020.08
+    steps:
+      - attach_workspace:
+          at: .
+      - store_artifacts:
+          path: artifacts
+      - download-and-install-minio-client
+      - upload-minio:
+          src: artifacts
+          dst: ""
+      - set-github-minio-status:
+          context: artifacts/release
+          description: CI-generated release artifacts
+          minio-dst: ""
+
+  periodic-full-pipeline-run:
+    docker:
+      - image: cimg/base:2020.08
+    steps:
+      - trigger-pipeline:
+          body_no_shell_subst: '{"branch":"<<pipeline.git.branch>>", "parameters": { "do_ci": true, "do_release": true }}'
+
+  publish-zrepl-github-io:
+    docker:
+      - image: cimg/python:3.7
+    steps:
+      - checkout
+      - invoke-lazy-sh:
+          subcommand: docdep
+      - run:
+          command: |
+            git config --global user.email "me@cschwarz.com"
+            git config --global user.name "zrepl-github-io-ci"
+
+      # https://circleci.com/docs/2.0/add-ssh-key/#adding-multiple-keys-with-blank-hostnames
+      - run: ssh-add -D
+      # the default circleci ssh config only additional ssh keys for Host !github.com
+      - run:
+          command: |
+            cat > ~/.ssh/config \<<EOF
+            Host *
+              IdentityFile /home/circleci/.ssh/id_rsa_458e62c517f6c480e40452126ce47421
+            EOF
+      - add_ssh_keys:
+          fingerprints:
+            # deploy key for zrepl.github.io
+            - "45:8e:62:c5:17:f6:c4:80:e4:04:52:12:6c:e4:74:21"
+
+      - run: bash -x docs/publish.sh -c -a

.circleci/trigger_debian_binary_packaging_workflow.bash

@@ -0,0 +1,10 @@
+#!/usr/bin/env bash
+set -euo pipefail
+
+COMMIT="$1"
+GO_VERSION="$2"
+
+curl -v -X POST https://api.github.com/repos/zrepl/debian-binary-packaging/dispatches \
+    -H 'Accept: application/vnd.github.v3+json' \
+    -H "Authorization: token $GITHUB_ACCESS_TOKEN" \
+    --data '{"event_type": "push", "client_payload": { "zrepl_main_repo_commit": "'"$COMMIT"'", "go_version": "'"$GO_VERSION"'" }}'

.github/FUNDING.yml

@@ -1,3 +1,4 @@
+github: problame
 patreon: zrepl
 liberapay: zrepl
 custom: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=R5QSXJVYHGX96

.travis.yml

@@ -1,70 +0,0 @@
-dist: xenial
-services:
-- docker
-
-env: # for allow_failures: https://docs.travis-ci.com/user/customizing-the-build/
-matrix:
-  include:
-
-  - language: go
-    name: "Build in Docker (docs/installation.rst)"
-    script:
-    - sudo docker build -t zrepl_build -f build.Dockerfile .
-    - |
-      sudo docker run -it --rm \
-        -v "${PWD}:/go/src/github.com/zrepl/zrepl" \
-        --user "$(id -u):$(id -g)" \
-        zrepl_build make vendordeps release
-
-  - &zrepl_build_template
-    language: go
-    go_import_path: github.com/zrepl/zrepl
-    before_install:
-        - wget https://github.com/protocolbuffers/protobuf/releases/download/v3.6.1/protoc-3.6.1-linux-x86_64.zip
-        - echo "6003de742ea3fcf703cfec1cd4a3380fd143081a2eb0e559065563496af27807  protoc-3.6.1-linux-x86_64.zip" | sha256sum -c
-        - sudo unzip -d /usr protoc-3.6.1-linux-x86_64.zip
-        - ./lazy.sh godep
-        - make vendordeps
-    script:
-      - make
-      - make vet
-      - make test
-      - make lint
-      - make artifacts/zrepl-freebsd-amd64
-      - make artifacts/zrepl-linux-amd64
-      - make artifacts/zrepl-darwin-amd64
-    go:
-    - "1.11"
-
-  - <<: *zrepl_build_template
-    go:
-    - "1.12"
-
-  - <<: *zrepl_build_template
-    go:
-    - "master"
-
-  - &zrepl_docs_template 
-    language: python
-    python:
-    - "3.4"
-    install:
-    - sudo apt-get install libgirepository1.0-dev
-    - pip install -r docs/requirements.txt
-    script:
-    - make docs
-  - <<: *zrepl_docs_template
-    python:
-    - "3.5"
-  - <<: *zrepl_docs_template
-    python:
-    - "3.6"
-  - <<: *zrepl_docs_template
-    python:
-    - "3.7"
-  
-
-  allow_failures:
-  - <<: *zrepl_build_template
-    go:
-    - "master"

Makefile

@@ -23,9 +23,14 @@ GOHOSTARCH ?= $(shell bash -c 'source <($(GO) env) && echo "$$GOHOSTARCH"')
 GO_ENV_VARS := GO111MODULE=on
 GO_LDFLAGS := "-X github.com/zrepl/zrepl/version.zreplVersion=$(_ZREPL_VERSION)"
 GO_MOD_READONLY := -mod=readonly
-GO_BUILDFLAGS := $(GO_MOD_READONLY)
+GO_EXTRA_BUILDFLAGS :=
+GO_BUILDFLAGS := $(GO_MOD_READONLY) $(GO_EXTRA_BUILDFLAGS)
 GO_BUILD := $(GO_ENV_VARS) $(GO) build $(GO_BUILDFLAGS) -ldflags $(GO_LDFLAGS)
 GOLANGCI_LINT := golangci-lint
+GOCOVMERGE := gocovmerge
+RELEASE_DOCKER_BASEIMAGE_TAG ?= 1.16
+RELEASE_DOCKER_BASEIMAGE ?= golang:$(RELEASE_DOCKER_BASEIMAGE_TAG)
+
 ifneq ($(GOARM),)
 	ZREPL_TARGET_TUPLE := $(GOOS)-$(GOARCH)v$(GOARM)
 else
@@ -44,7 +49,7 @@ printvars:
 
 release: clean
 	# no cross-platform support for target test
-	$(MAKE) test
+	$(MAKE) test-go
 	$(MAKE) bins-all
 	$(MAKE) noarch
 	$(MAKE) wrapup-and-checksum
@@ -54,6 +59,85 @@ ifeq (SIGN, 1)
 endif
 	@echo "ZREPL RELEASE ARTIFACTS AVAILABLE IN artifacts/release"
 
+release-docker: $(ARTIFACTDIR)
+	sed 's/FROM.*!SUBSTITUTED_BY_MAKEFILE/FROM $(RELEASE_DOCKER_BASEIMAGE)/' build.Dockerfile > artifacts/release-docker.Dockerfile
+	docker build -t zrepl_release --pull -f artifacts/release-docker.Dockerfile .
+	docker run --rm -i -v $(CURDIR):/src -u $$(id -u):$$(id -g) \
+		zrepl_release \
+		make release GOOS=$(GOOS) GOARCH=$(GOARCH) GOARM=$(GOARM)
+
+debs-docker:
+	$(MAKE) _debs_or_rpms_docker _DEB_OR_RPM=deb
+rpms-docker:
+	$(MAKE) _debs_or_rpms_docker _DEB_OR_RPM=rpm
+_debs_or_rpms_docker: # artifacts/_zrepl.zsh_completion artifacts/bash_completion docs zrepl-bin
+	$(MAKE) $(_DEB_OR_RPM)-docker GOOS=linux GOARCH=amd64
+	$(MAKE) $(_DEB_OR_RPM)-docker GOOS=linux GOARCH=arm64
+	$(MAKE) $(_DEB_OR_RPM)-docker GOOS=linux GOARCH=arm GOARM=7
+	$(MAKE) $(_DEB_OR_RPM)-docker GOOS=linux GOARCH=386
+
+rpm: $(ARTIFACTDIR) # artifacts/_zrepl.zsh_completion artifacts/bash_completion docs zrepl-bin
+	$(eval _ZREPL_RPM_VERSION := $(subst -,.,$(_ZREPL_VERSION)))
+	$(eval _ZREPL_RPM_TOPDIR_ABS := $(CURDIR)/$(ARTIFACTDIR)/rpmbuild)
+	rm -rf "$(_ZREPL_RPM_TOPDIR_ABS)"
+	mkdir "$(_ZREPL_RPM_TOPDIR_ABS)"
+	mkdir -p "$(_ZREPL_RPM_TOPDIR_ABS)"/{SPECS,RPMS,BUILD,BUILDROOT}
+	sed "s/^Version:.*/Version:          $(_ZREPL_RPM_VERSION)/g" \
+	    packaging/rpm/zrepl.spec >  $(_ZREPL_RPM_TOPDIR_ABS)/SPECS/zrepl.spec
+
+	# see /usr/lib/rpm/platform
+ifeq ($(GOARCH),amd64)
+	$(eval _ZREPL_RPMBUILD_TARGET := x86_64)
+else ifeq ($(GOARCH), 386)
+	$(eval _ZREPL_RPMBUILD_TARGET := i386)
+else ifeq ($(GOARCH), arm64)
+	$(eval _ZREPL_RPMBUILD_TARGET := aarch64)
+else ifeq ($(GOARCH), arm)
+	$(eval _ZREPL_RPMBUILD_TARGET := armv7hl)
+else
+	$(eval _ZREPL_RPMBUILD_TARGET := $(GOARCH))
+endif
+	rpmbuild \
+		--build-in-place \
+		--define "_sourcedir $(CURDIR)" \
+		--define "_topdir $(_ZREPL_RPM_TOPDIR_ABS)" \
+		--define "_zrepl_binary_filename zrepl-$(ZREPL_TARGET_TUPLE)" \
+		--target $(_ZREPL_RPMBUILD_TARGET) \
+		-bb "$(_ZREPL_RPM_TOPDIR_ABS)"/SPECS/zrepl.spec
+	cp "$(_ZREPL_RPM_TOPDIR_ABS)"/RPMS/$(_ZREPL_RPMBUILD_TARGET)/zrepl-$(_ZREPL_RPM_VERSION)*.rpm $(ARTIFACTDIR)/
+
+rpm-docker:
+	docker build -t zrepl_rpm_pkg --pull -f packaging/rpm/Dockerfile .
+	docker run --rm -i -v $(CURDIR):/build/src -u $$(id -u):$$(id -g) \
+		zrepl_rpm_pkg \
+		make rpm GOOS=$(GOOS) GOARCH=$(GOARCH) GOARM=$(GOARM)
+
+deb: $(ARTIFACTDIR) # artifacts/_zrepl.zsh_completion artifacts/bash_completion docs zrepl-bin
+
+	cp packaging/deb/debian/changelog.template packaging/deb/debian/changelog
+	sed -i 's/DATE_DASH_R_OUTPUT/$(shell date -R)/' packaging/deb/debian/changelog
+	VERSION="$(subst -,.,$(_ZREPL_VERSION))"; \
+		export VERSION="$${VERSION#v}"; \
+		sed -i 's/VERSION/'"$$VERSION"'/' packaging/deb/debian/changelog
+
+ifeq ($(GOARCH), arm)
+	$(eval  DEB_HOST_ARCH := armhf)
+else ifeq ($(GOARCH), 386)
+	$(eval DEB_HOST_ARCH := i386)
+else
+	$(eval DEB_HOST_ARCH := $(GOARCH))
+endif
+
+	export ZREPL_DPKG_ZREPL_BINARY_FILENAME=zrepl-$(ZREPL_TARGET_TUPLE); \
+		dpkg-buildpackage -b --no-sign --host-arch $(DEB_HOST_ARCH)
+	cp ../*.deb artifacts/
+
+deb-docker:
+	docker build -t zrepl_debian_pkg --pull -f packaging/deb/Dockerfile .
+	docker run --rm -i -v $(CURDIR):/build/src -u $$(id -u):$$(id -g) \
+		zrepl_debian_pkg \
+		make deb GOOS=$(GOOS) GOARCH=$(GOARCH) GOARM=$(GOARM)
+
 # expects `release` target to have run before
 NOARCH_TARBALL := $(ARTIFACTDIR)/zrepl-noarch.tar
 wrapup-and-checksum:
@@ -98,9 +182,9 @@ clean: docs-clean
 	rm -rf "$(ARTIFACTDIR)"
 
 ##################### BINARIES #####################
-.PHONY: bins-all lint test vet zrepl-bin platformtest-bin
+.PHONY: bins-all lint test-go test-platform cover-merge cover-html vet zrepl-bin test-platform-bin generate-platform-test-list
 
-BINS_ALL_TARGETS := zrepl-bin platformtest-bin vet lint
+BINS_ALL_TARGETS := zrepl-bin test-platform-bin vet lint
 GO_SUPPORTS_ILLUMOS := $(shell $(GO) version | gawk -F '.' '/^go version /{split($$0, comps, " "); split(comps[3], v, "."); if (v[1] == "go1" && v[2] >= 13) { print "illumos"; } else { print "noillumos"; }}')
 bins-all:
 	$(MAKE) $(BINS_ALL_TARGETS) GOOS=freebsd   GOARCH=amd64
@@ -121,44 +205,102 @@ endif
 
 lint:
 	$(GO_ENV_VARS) $(GOLANGCI_LINT) run ./...
-test:
+
-	$(GO_ENV_VARS) $(GO) test $(GO_BUILDFLAGS) ./...
 vet:
 	$(GO_ENV_VARS) $(GO) vet $(GO_BUILDFLAGS) ./...
 
+test-go: $(ARTIFACTDIR)
+	rm -f "$(ARTIFACTDIR)/gotest.cover"
+ifeq ($(COVER),1)
+	$(GO_ENV_VARS) $(GO) test $(GO_BUILDFLAGS) \
+		-coverpkg github.com/zrepl/zrepl/... \
+		-covermode atomic \
+		-coverprofile "$(ARTIFACTDIR)/gotest.cover" \
+		./...
+else
+	$(GO_ENV_VARS) $(GO) test $(GO_BUILDFLAGS) \
+		./...
+endif
+
 zrepl-bin:
 	$(GO_BUILD) -o "$(ARTIFACTDIR)/zrepl-$(ZREPL_TARGET_TUPLE)"
 
-platformtest-bin:
+generate-platform-test-list:
-	$(GO_BUILD) -o "$(ARTIFACTDIR)/platformtest-$(ZREPL_TARGET_TUPLE)" ./platformtest/harness
+	$(GO_BUILD) -o $(ARTIFACTDIR)/generate-platform-test-list ./platformtest/tests/gen
 
-##################### DEV TARGETS #####################
+COVER_PLATFORM_BIN_PATH := $(ARTIFACTDIR)/platformtest-cover-$(ZREPL_TARGET_TUPLE)
-# not part of the build, must do that manually
+cover-platform-bin:
-.PHONY: generate format platformtest
+	$(GO_ENV_VARS) $(GO) test $(GO_BUILDFLAGS) \
+		-c -o "$(COVER_PLATFORM_BIN_PATH)" \
+		-covermode=atomic -cover -coverpkg github.com/zrepl/zrepl/... \
+		./platformtest/harness
+cover-platform:
+	# do not track dependency on cover-platform-bin to allow build of binary outside of test VM
+	export _TEST_PLATFORM_CMD="$(COVER_PLATFORM_BIN_PATH) \
+		-test.coverprofile \"$(ARTIFACTDIR)/platformtest.cover\" \
+		-test.v \
+		__DEVEL--i-heard-you-like-tests"; \
+		$(MAKE) _test-or-cover-platform-impl
 
-generate:
+TEST_PLATFORM_BIN_PATH := $(ARTIFACTDIR)/platformtest-$(ZREPL_TARGET_TUPLE)
-	protoc -I=replication/logic/pdu --go_out=plugins=grpc:replication/logic/pdu replication/logic/pdu/pdu.proto
+test-platform-bin:
-	$(GO_ENV_VARS) $(GO) generate $(GO_BUILDFLAGS) -x ./...
+	$(GO_BUILD) -o "$(TEST_PLATFORM_BIN_PATH)" ./platformtest/harness
-
+test-platform:
-format:
+	export _TEST_PLATFORM_CMD="\"$(TEST_PLATFORM_BIN_PATH)\""; \
-	goimports -srcdir . -local 'github.com/zrepl/zrepl' -w $(shell find . -type f -name '*.go' -not -path "./vendor/*" -not -name '*.pb.go' -not -name '*_enumer.go')
+		$(MAKE) _test-or-cover-platform-impl
 
 ZREPL_PLATFORMTEST_POOLNAME := zreplplatformtest
 ZREPL_PLATFORMTEST_IMAGEPATH := /tmp/zreplplatformtest.pool.img
 ZREPL_PLATFORMTEST_MOUNTPOINT := /tmp/zreplplatformtest.pool
 ZREPL_PLATFORMTEST_ZFS_LOG := /tmp/zreplplatformtest.zfs.log
 # ZREPL_PLATFORMTEST_STOP_AND_KEEP := -failure.stop-and-keep-pool
-ZREPL_PLATFORMTEST_ARGS := 
+ZREPL_PLATFORMTEST_ARGS :=
-platformtest: # do not track dependency on platformtest-bin to allow build of platformtest outside of test VM
+_test-or-cover-platform-impl: $(ARTIFACTDIR)
+ifndef _TEST_PLATFORM_CMD
+	$(error _TEST_PLATFORM_CMD is undefined, caller 'cover-platform' or 'test-platform' should have defined it)
+endif
 	rm -f "$(ZREPL_PLATFORMTEST_ZFS_LOG)"
+	rm -f "$(ARTIFACTDIR)/platformtest.cover"
 	platformtest/logmockzfs/logzfsenv "$(ZREPL_PLATFORMTEST_ZFS_LOG)" `which zfs` \
-	"$(ARTIFACTDIR)/platformtest-$(ZREPL_TARGET_TUPLE)" \
+		$(_TEST_PLATFORM_CMD) \
 		-poolname "$(ZREPL_PLATFORMTEST_POOLNAME)" \
 		-imagepath "$(ZREPL_PLATFORMTEST_IMAGEPATH)" \
 		-mountpoint "$(ZREPL_PLATFORMTEST_MOUNTPOINT)" \
 		$(ZREPL_PLATFORMTEST_STOP_AND_KEEP) \
 		$(ZREPL_PLATFORMTEST_ARGS)
 
+cover-merge: $(ARTIFACTDIR)
+	$(GOCOVMERGE) $(ARTIFACTDIR)/platformtest.cover $(ARTIFACTDIR)/gotest.cover > $(ARTIFACTDIR)/merged.cover
+cover-html: cover-merge
+	$(GO) tool cover -html "$(ARTIFACTDIR)/merged.cover" -o "$(ARTIFACTDIR)/merged.cover.html"
+
+cover-full:
+	test "$$(id -u)" = "0" || echo "MUST RUN AS ROOT" 1>&2
+	$(MAKE) test-go COVER=1
+	$(MAKE) cover-platform-bin
+	$(MAKE) cover-platform
+	$(MAKE) cover-html
+
+##################### DEV TARGETS #####################
+# not part of the build, must do that manually
+.PHONY: generate formatcheck format
+
+generate: generate-platform-test-list
+	protoc -I=replication/logic/pdu --go_out=replication/logic/pdu --go-grpc_out=replication/logic/pdu replication/logic/pdu/pdu.proto
+	protoc -I=rpc/grpcclientidentity/example --go_out=rpc/grpcclientidentity/example/pdu --go-grpc_out=rpc/grpcclientidentity/example/pdu rpc/grpcclientidentity/example/grpcauth.proto
+	$(GO_ENV_VARS) $(GO) generate $(GO_BUILDFLAGS) -x ./...
+
+GOIMPORTS := goimports -srcdir . -local 'github.com/zrepl/zrepl'
+FINDSRCFILES := find . -type f -name '*.go' -not -path "./vendor/*" -not -name '*.pb.go' -not -name '*_enumer.go'
+
+formatcheck:
+	@# goimports doesn't have a knob to exit with non-zero status code if formatting is needed
+	@# see https://go-review.googlesource.com/c/tools/+/237378
+	@ affectedfiles=$$($(GOIMPORTS) -l $(shell $(FINDSRCFILES)) | tee /dev/stderr | wc -l); test "$$affectedfiles" = 0
+
+format:
+	@ $(GOIMPORTS) -w -d $(shell  $(FINDSRCFILES))
+
 ##################### NOARCH #####################
 .PHONY: noarch $(ARTIFACTDIR)/bash_completion $(ARTIFACTDIR)/_zrepl.zsh_completion $(ARTIFACTDIR)/go_env.txt docs docs-clean
 
@@ -181,11 +323,14 @@ $(ARTIFACTDIR)/_zrepl.zsh_completion:
 
 $(ARTIFACTDIR)/go_env.txt:
 	$(GO_ENV_VARS) $(GO) env > $@
+	$(GO) version >> $@
 
 docs: $(ARTIFACTDIR)/docs
+	# https://www.sphinx-doc.org/en/master/man/sphinx-build.html
 	make -C docs \
 		html \
 		BUILDDIR=../artifacts/docs \
+		SPHINXOPTS="-W --keep-going -n"
 
 docs-clean:
 	make -C docs \

README.md

@@ -1,8 +1,9 @@
 [![GitHub license](https://img.shields.io/github/license/zrepl/zrepl.svg)](https://github.com/zrepl/zrepl/blob/master/LICENSE)
 [![Language: Go](https://img.shields.io/badge/language-Go-6ad7e5.svg)](https://golang.org/)
 [![User Docs](https://img.shields.io/badge/docs-web-blue.svg)](https://zrepl.github.io)
-[![Donate via Patreon](https://img.shields.io/endpoint.svg?url=https%3A%2F%2Fshieldsio-patreon.herokuapp.com%2Fzrepl%2Fpledges&style=flat&color=yellow)](https://www.patreon.com/zrepl)
+[![Support me on Patreon](https://img.shields.io/badge/dynamic/json?color=yellow&label=Patreon&query=data.attributes.patron_count&suffix=%20patrons&url=https%3A%2F%2Fwww.patreon.com%2Fapi%2Fcampaigns%2F3095079)](https://patreon.com/zrepl)
-[![Donate via Liberapay](https://img.shields.io/liberapay/receives/zrepl.svg?logo=liberapay)](https://liberapay.com/zrepl/donate)
+[![Donate via GitHub Sponsors](https://img.shields.io/static/v1?label=Sponsor&message=%E2%9D%A4&logo=GitHub&style=flat&color=yellow)](https://github.com/sponsors/problame)
+[![Donate via Liberapay](https://img.shields.io/liberapay/patrons/zrepl.svg?logo=liberapay)](https://liberapay.com/zrepl/donate)
 [![Donate via PayPal](https://img.shields.io/badge/donate-paypal-yellow.svg)](https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=R5QSXJVYHGX96)
 [![Twitter](https://img.shields.io/twitter/url/https/github.com/zrepl/zrepl.svg?style=social)](https://twitter.com/intent/tweet?text=Wow:&url=https%3A%2F%2Fgithub.com%2Fzrepl%2Fzrepl)
 
@@ -20,7 +21,7 @@ zrepl is a one-stop ZFS backup & replication solution.
 
 ## Feature Requests
 
-1. Does you feature request require default values / some kind of configuration?
+1. Does your feature request require default values / some kind of configuration?
    If so, think of an expressive configuration example.
 2. Think of at least one use case that generalizes from your concrete application.
 3. Open an issue on GitHub with example conf & use case attached.
@@ -29,82 +30,83 @@ zrepl is a one-stop ZFS backup & replication solution.
 The above does not apply if you already implemented everything.
 Check out the *Coding Workflow* section below for details.
 
-## Package Maintainer Information
+## Building, Releasing, Downstream-Packaging
 
-* Follow the steps in `docs/installation.rst -> Compiling from Source` and read the Makefile / shell scripts used in this process.
+This section provides an overview of the zrepl build & release process.
-* Make sure your distro is compatible with the paths in `docs/installation.rst`.
+Check out `docs/installation/compile-from-source.rst` for build-from-source instructions.
-* Ship a default config that adheres to your distro's `hier` and logging system.
-* Ship a service manager file and _please_ try to upstream it to this repository.
-  * `dist/systemd` contains a Systemd unit template.
-* Ship other material provided in `./dist`, e.g. in `/usr/share/zrepl/`.
-* Use `make release ZREPL_VERSION='mydistro-1.2.3_1'`
-    * Your distro's name and any versioning supplemental to zrepl's (e.g. package revision) should be in this string
-* Use `make platformtest` **on a test system** to validate that zrepl's abstractions on top of ZFS work with the system ZFS.
-* Make sure you are informed about new zrepl versions, e.g. by subscribing to GitHub's release RSS feed.
 
-## Developer Documentation
+### Overview
 
 zrepl is written in [Go](https://golang.org) and uses [Go modules](https://github.com/golang/go/wiki/Modules) to manage dependencies.
 The documentation is written in [ReStructured Text](http://docutils.sourceforge.net/rst.html) using the [Sphinx](https://www.sphinx-doc.org) framework.
 
-To get started, run `./lazy.sh devsetup` to easily install build dependencies and read `docs/installation.rst -> Compiling from Source`.
+Install **build dependencies** using  `./lazy.sh devsetup`.
 `lazy.sh` uses `python3-pip` to fetch the build dependencies for the docs - you might want to use a [venv](https://docs.python.org/3/library/venv.html).
 If you just want to install the Go dependencies, run `./lazy.sh godep`.
 
-### Project Structure
+The **test suite** is split into pure **Go tests** (`make test-go`) and **platform tests** that interact with ZFS and thus generally **require root privileges** (`sudo make test-platform`).
+Platform tests run on their own pool with the name `zreplplatformtest`, which is created using the file vdev in `/tmp`.
 
-```
+For a full **code coverage** profile, run `make test-go COVER=1 && sudo make test-platform && make cover-merge`.
-├── artifacts               # build artifcats generate by make
+An HTML report can be generated using `make cover-html`.
-├── cli                     # wrapper around CLI package cobra
-├── client                  # all subcommands that are not `daemon`
-├── config                  # config data types (=> package yaml-config)
-│   └── samples
-├── daemon                  # the implementation of `zrepl daemon` subcommand
-│   ├── filters
-│   ├── hooks               # snapshot hooks
-│   ├── job                 # job implementations
-│   ├── logging             # logging outlets + formatters
-│   ├── nethelpers
-│   ├── prometheus
-│   ├── pruner              # pruner implementation
-│   ├── snapper             # snapshotter implementation
-├── dist                    # supplemental material for users & package maintainers
-├── docs                    # sphinx-based documentation
-│   ├── **/*.rst            # documentation in reStructuredText
-│   ├── sphinxconf
-│   │   └── conf.py         # sphinx config (see commit 445a280 why its not in docs/)
-│   ├── requirements.txt    # pip3 requirements to build documentation
-│   ├── publish.sh          # shell script for automated rendering & deploy to zrepl.github.io repo
-│   └── public_git          # checkout of zrepl.github.io managed by above shell script
-├── endpoint                # implementation of replication endpoints (=> package replication)
-├── logger                  # our own logger package
-├── platformtest            # test suite for our zfs abstractions (error classification, etc)
-├── pruning                 # pruning rules (the logic, not the actual execution)
-│   └── retentiongrid
-├── replication
-│   ├── driver              # the driver of the replication logic (status reporting, error handling)
-│   ├── logic               # planning & executing replication steps via rpc
-|   |   └── pdu             # the generated gRPC & protobuf code used in replication (and endpoints)
-│   └── report              # the JSON-serializable report datastructures exposed to the client
-├── rpc                     # the hybrid gRPC + ./dataconn RPC client: connects to a remote replication.Endpoint
-│   ├── dataconn            # Bulk data-transfer RPC protocol
-│   ├── grpcclientidentity  # adaptor to inject package transport's 'client identity' concept into gRPC contexts
-│   ├── netadaptor          # adaptor to convert a package transport's Connecter and Listener into net.* primitives
-│   ├── transportmux        # TCP connecter and listener used to split control & data traffic
-│   └── versionhandshake    # replication protocol version handshake perfomed on newly established connections
-├── tlsconf                 # abstraction for Go TLS server + client config
-├── transport               # transport implementations
-│   ├── fromconfig
-│   ├── local
-│   ├── ssh
-│   ├── tcp
-│   └── tls
-├── util
-├── version                 # abstraction for versions (filled during build by Makefile)
-└── zfs                     # zfs(8) wrappers
-```
 
-### Coding Workflow
+**Code generation** is triggered by `make generate`. Generated code is committed to the source tree.
+
+### Build & Release Process
+
+**The `Makefile` is catering to the needs of developers & CI, not distro packagers**.
+It provides phony targets for
+* local development (building, running tests, etc)
+* building a release in Docker (used by the CI & release management)
+* building .deb and .rpm packages out of the release artifacts.
+
+**Build tooling & dependencies** are documented as code in `lazy.sh`.
+Go dependencies are then fetched by the go command and pip dependencies are pinned through a `requirements.txt`.
+
+**We use CircleCI for continuous integration**.
+There are two workflows:
+
+* `ci` runs for every commit / branch / tag pushed to GitHub.
+  It is supposed to run very fast (<5min and provides quick feedback to developers).
+  It runs formatting checks, lints and tests on the most important OSes / architectures.
+  Artifacts are published to minio.cschwarz.com (see GitHub Commit Status).
+
+* `release` runs
+  * on manual triggers through the CircleCI API (in order to produce a release)
+  * periodically on `master`
+  Artifacts are published to minio.cschwarz.com (see GitHub Commit Status).
+
+**Releases** are issued via Git tags + GitHub Releases feature.
+The procedure to issue a release is as follows:
+* Issue the source release:
+  * Git tag the release on the `master` branch.
+  * Push the tag.
+  * Run `./docs/publish.sh` to re-build & push zrepl.github.io.
+* Issue the official binary release:
+  * Run the `release` pipeline (triggered via CircleCI API)
+  * Download the artifacts to the release manager's machine.
+  * Create a GitHub release, edit the changelog, upload all the release artifacts, including .rpm and .deb files.
+  * Issue the GitHub release.
+  * Add the .rpm and .deb files to the official zrepl repos, publish those.
+
+**Official binary releases are not re-built when Go receives an update. If the Go update is critical to zrepl (e.g. a Go security update that affects zrepl), we'd issue a new source release**.
+The rationale for this is that whereas distros provide a mechanism for this (`$zrepl_source_release-$distro_package_revision`), GitHub Releases doesn't which means we'd need to update the existing GitHub release's assets, which nobody would notice (no RSS feed updates, etc.).
+Downstream packagers can read the changelog to determine whether they want to push that minor release into their distro or simply skip it.
+
+### Additional Notes to Distro Package Maintainers
+
+* Use `sudo make test-platform-bin && sudo make test-platform` **on a test system** to validate that zrepl's abstractions on top of ZFS work with the system ZFS.
+* Ship a default config that adheres to your distro's `hier` and logging system.
+* Ship a service manager file and _please_ try to upstream it to this repository.
+  * `dist/systemd` contains a Systemd unit template.
+* Ship other material provided in `./dist`, e.g. in `/usr/share/zrepl/`.
+* Have a look at the `Makefile`'s `ZREPL_VERSION` variable and how it passed to Go's `ldFlags`.
+  This is how `zrepl version` knows what version number to show.
+  Your build system should set the `ldFlags` flags appropriately and add a prefix or suffix that indicates that the given zrepl binary is a distro build, not an official one.
+* Make sure you are informed about new zrepl versions, e.g. by subscribing to GitHub's release RSS feed.
+
+
+## Contributing Code
 
 * Open an issue when starting to hack on a new feature
 * Commits should reference the issue they are related to
@@ -114,9 +116,6 @@ If you just want to install the Go dependencies, run `./lazy.sh godep`.
 
 Backward-incompatible changes must be documented in the git commit message and are listed in `docs/changelog.rst`.
 
-* Config-breaking changes must contain a line `BREAK CONFIG` in the commit message
-* Other breaking changes must contain a line `BREAK` in the commit message
-
 ### Glossary & Naming Inconsistencies
 
 In ZFS, *dataset* refers to the objects *filesystem*, *ZVOL* and *snapshot*. <br />
@@ -133,16 +132,3 @@ variables and types are often named *dataset* when they in fact refer to a *file
 There will not be a big refactoring (an attempt was made, but it's destroying too much history without much gain).
 
 However, new contributions & patches should fix naming without further notice in the commit message.
-
-### RPC debugging
-
-Optionally, there are various RPC-related environment variables, that if set to something != `""` will produce additional debug output on stderr:
-
-https://github.com/zrepl/zrepl/blob/master/rpc/rpc_debug.go#L11
-
-https://github.com/zrepl/zrepl/blob/master/rpc/dataconn/dataconn_debug.go#L11
-
-https://github.com/zrepl/zrepl/blob/master/rpc/dataconn/stream/stream_debug.go#L11
-
-https://github.com/zrepl/zrepl/blob/master/rpc/dataconn/heartbeatconn/heartbeatconn_debug.go#L11
-

build.Dockerfile

@@ -1,4 +1,4 @@
-FROM golang:latest
+FROM !SUBSTITUTED_BY_MAKEFILE
 
 RUN apt-get update && apt-get install -y \
     python3-pip \

build/go.mod

@@ -3,49 +3,14 @@ module github.com/zrepl/zrepl/build
 go 1.12
 
 require (
-	github.com/OpenPeeDeeP/depguard v0.0.0-20181229194401-1f388ab2d810 // indirect
 	github.com/alvaroloes/enumer v1.1.1
-	github.com/fatih/color v1.7.0 // indirect
+	github.com/golangci/golangci-lint v1.35.2
-	github.com/go-critic/go-critic v0.3.4 // indirect
-	github.com/gogo/protobuf v1.2.1 // indirect
-	github.com/golang/mock v1.2.0 // indirect
-	github.com/golang/protobuf v1.2.0
-	github.com/golangci/errcheck v0.0.0-20181223084120-ef45e06d44b6 // indirect
-	github.com/golangci/go-tools v0.0.0-20190124090046-35a9f45a5db0 // indirect
-	github.com/golangci/gocyclo v0.0.0-20180528144436-0a533e8fa43d // indirect
-	github.com/golangci/gofmt v0.0.0-20181222123516-0b8337e80d98 // indirect
-	github.com/golangci/golangci-lint v1.17.1
-	github.com/golangci/gosec v0.0.0-20180901114220-8afd9cbb6cfb // indirect
-	github.com/golangci/lint-1 v0.0.0-20181222135242-d2cdd8c08219 // indirect
 	github.com/golangci/misspell v0.3.4 // indirect
 	github.com/golangci/revgrep v0.0.0-20180812185044-276a5c0a1039 // indirect
-	github.com/google/go-cmp v0.3.0 // indirect
-	github.com/konsorten/go-windows-terminal-sequences v1.0.2 // indirect
-	github.com/mitchellh/go-homedir v1.1.0 // indirect
-	github.com/pkg/errors v0.8.1 // indirect
-	github.com/sirupsen/logrus v1.4.2 // indirect
 	github.com/spf13/afero v1.2.2 // indirect
 	github.com/spf13/jwalterweatherman v1.1.0 // indirect
-	github.com/spf13/viper v1.3.2 // indirect
+	github.com/wadey/gocovmerge v0.0.0-20160331181800-b5bfa59ec0ad
-	github.com/stretchr/testify v1.4.0 // indirect
+	golang.org/x/tools v0.0.0-20210105210202-9ed45478a130
-	golang.org/x/net v0.0.0-20190613194153-d28f0bde5980 // indirect
+	google.golang.org/grpc/cmd/protoc-gen-go-grpc v1.1.0 // indirect
-	golang.org/x/sys v0.0.0-20191010194322-b09406accb47 // indirect
+	google.golang.org/protobuf v1.25.0
-	golang.org/x/tools v0.0.0-20190524210228-3d17549cdc6b
-	mvdan.cc/unparam v0.0.0-20190310220240-1b9ccfa71afe // indirect
-	sourcegraph.com/sqs/pbtypes v1.0.0 // indirect
-)
-
-// invalid dates in transitive dependencies (first validated in Go 1.13, didn't fail in earlier Go versions)
-replace (
-	github.com/go-critic/go-critic v0.0.0-20181204210945-1df300866540 => github.com/go-critic/go-critic v0.3.5-0.20190526074819-1df300866540
-	github.com/go-critic/go-critic v0.0.0-20181204210945-ee9bf5809ead => github.com/go-critic/go-critic v0.3.5-0.20190210220443-ee9bf5809ead
-	github.com/golangci/errcheck v0.0.0-20181003203344-ef45e06d44b6 => github.com/golangci/errcheck v0.0.0-20181223084120-ef45e06d44b6
-	github.com/golangci/go-tools v0.0.0-20180109140146-35a9f45a5db0 => github.com/golangci/go-tools v0.0.0-20190124090046-35a9f45a5db0
-	github.com/golangci/go-tools v0.0.0-20180109140146-af6baa5dc196 => github.com/golangci/go-tools v0.0.0-20190318060251-af6baa5dc196
-	github.com/golangci/gofmt v0.0.0-20181105071733-0b8337e80d98 => github.com/golangci/gofmt v0.0.0-20181222123516-0b8337e80d98
-	github.com/golangci/gosec v0.0.0-20180901114220-66fb7fc33547 => github.com/golangci/gosec v0.0.0-20190211064107-66fb7fc33547
-	github.com/golangci/ineffassign v0.0.0-20180808204949-42439a7714cc => github.com/golangci/ineffassign v0.0.0-20190609212857-42439a7714cc
-	github.com/golangci/lint-1 v0.0.0-20180610141402-ee948d087217 => github.com/golangci/lint-1 v0.0.0-20190420132249-ee948d087217
-	golang.org/x/tools v0.0.0-20190125232054-379209517ffe => golang.org/x/tools v0.0.0-20190205201329-379209517ffe
-	mvdan.cc/unparam v0.0.0-20190124213536-fbb59629db34 => mvdan.cc/unparam v0.0.0-20190209190245-fbb59629db34
 )

build/go.sum

@@ -1,66 +1,133 @@
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 gopkg.in/fsnotify.v1 v1.4.7 h1:xOHLXZwVvI9hhs+cLKq5+I5onOuwQLhQwiu63xxlHs4=
 gopkg.in/fsnotify.v1 v1.4.7/go.mod h1:Tz8NjZHkW78fSQdbUxIjBTcgA1z1m8ZHf0WmKUhAMys=
-gopkg.in/gemnasium/logrus-airbrake-hook.v2 v2.1.2/go.mod h1:Xk6kEKp8OKb+X14hQBKWaSkCsqBpgog8nAV2xsGOxlo=
+gopkg.in/ini.v1 v1.51.0 h1:AQvPpx3LzTDM0AjnIRlVFwFFGC+npRopjZxLJj6gdno=
+gopkg.in/ini.v1 v1.51.0/go.mod h1:pNLf8WUiyNEtQjuu5G5vTm06TEv9tsIgeAvK8hOrP4k=
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 gopkg.in/tomb.v1 v1.0.0-20141024135613-dd632973f1e7 h1:uRGJdciOHaEIrze2W8Q3AKkepLTh2hOroT7a+7czfdQ=
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 gopkg.in/yaml.v2 v2.2.2 h1:ZCJp+EgiOT7lHqUV2J862kp8Qj64Jo6az82+3Td9dZw=
 gopkg.in/yaml.v2 v2.2.2/go.mod h1:hI93XBmqTisBFMUTm0b8Fm+jr3Dg1NNxqwp+5A1VGuI=
+gopkg.in/yaml.v2 v2.2.4/go.mod h1:hI93XBmqTisBFMUTm0b8Fm+jr3Dg1NNxqwp+5A1VGuI=
+gopkg.in/yaml.v2 v2.2.8/go.mod h1:hI93XBmqTisBFMUTm0b8Fm+jr3Dg1NNxqwp+5A1VGuI=
+gopkg.in/yaml.v2 v2.3.0/go.mod h1:hI93XBmqTisBFMUTm0b8Fm+jr3Dg1NNxqwp+5A1VGuI=
+gopkg.in/yaml.v2 v2.4.0 h1:D8xgwECY7CYvx+Y2n4sBz93Jn9JRvxdiyyo8CTfuKaY=
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+mvdan.cc/gofumpt v0.1.0/go.mod h1:yXG1r1WqZVKWbVRtBWKWX9+CxGYfA51nSomhM0woR48=
 mvdan.cc/interfacer v0.0.0-20180901003855-c20040233aed h1:WX1yoOaKQfddO/mLzdV4wptyWgoH/6hwLs7QHTixo0I=
 mvdan.cc/interfacer v0.0.0-20180901003855-c20040233aed/go.mod h1:Xkxe497xwlCKkIaQYRfC7CSLworTXY9RMqwhhCm+8Nc=
 mvdan.cc/lint v0.0.0-20170908181259-adc824a0674b h1:DxJ5nJdkhDlLok9K6qO+5290kphDJbHOQO1DFFFTeBo=
 mvdan.cc/lint v0.0.0-20170908181259-adc824a0674b/go.mod h1:2odslEg/xrtNQqCYg2/jCoyKnw3vv5biOc3JnIcYfL4=
-mvdan.cc/unparam v0.0.0-20190209190245-fbb59629db34/go.mod h1:H6SUd1XjIs+qQCyskXg5OFSrilMRUkD8ePJpHKDPaeY=
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-mvdan.cc/unparam v0.0.0-20190310220240-1b9ccfa71afe/go.mod h1:BnhuWBAqxH3+J5bDybdxgw5ZfS+DsVd4iylsKQePN8o=
+rsc.io/binaryregexp v0.2.0/go.mod h1:qTv7/COck+e2FymRvadv62gMdZztPaShugOCi3I+8D8=
-sourcegraph.com/sqs/pbtypes v0.0.0-20180604144634-d3ebe8f20ae4/go.mod h1:ketZ/q3QxT9HOBeFhu6RdvsftgpsbFHBF5Cas6cDKZ0=
-sourcegraph.com/sqs/pbtypes v1.0.0 h1:f7lAwqviDEGvON4kRv0o5V7FT/IQK+tbkF664XMbP3o=
-sourcegraph.com/sqs/pbtypes v1.0.0/go.mod h1:3AciMUv4qUuRHRHhOG4TZOB+72GdPVz5k+c648qsFS4=

build/tools.go

@@ -2,10 +2,13 @@
 
 package main
 
+// the lines are parsed by lazy.sh, do not edit
 import (
 	_ "github.com/alvaroloes/enumer"
-	_ "github.com/golang/protobuf/protoc-gen-go"
 	_ "github.com/golangci/golangci-lint/cmd/golangci-lint"
+	_ "github.com/wadey/gocovmerge"
 	_ "golang.org/x/tools/cmd/goimports"
 	_ "golang.org/x/tools/cmd/stringer"
+	_ "google.golang.org/grpc/cmd/protoc-gen-go-grpc"
+	_ "google.golang.org/protobuf/cmd/protoc-gen-go"
 )

cli/cli.go

@@ -1,12 +1,15 @@
 package cli
 
 import (
+	"context"
 	"fmt"
 	"os"
 
 	"github.com/spf13/cobra"
 	"github.com/spf13/pflag"
 
+	"github.com/zrepl/zrepl/daemon/logging/trace"
+
 	"github.com/zrepl/zrepl/config"
 )
 
@@ -75,7 +78,7 @@ type Subcommand struct {
 	Short            string
 	Example          string
 	NoRequireConfig  bool
-	Run              func(subcommand *Subcommand, args []string) error
+	Run              func(ctx context.Context, subcommand *Subcommand, args []string) error
 	SetupFlags       func(f *pflag.FlagSet)
 	SetupSubcommands func() []*Subcommand
 
@@ -96,7 +99,11 @@ func (s *Subcommand) Config() *config.Config {
 
 func (s *Subcommand) run(cmd *cobra.Command, args []string) {
 	s.tryParseConfig()
-	err := s.Run(s, args)
+	ctx := context.Background()
+	endTask := trace.WithTaskFromStackUpdateCtx(&ctx)
+	defer endTask()
+	err := s.Run(ctx, s, args)
+	endTask()
 	if err != nil {
 		fmt.Fprintf(os.Stderr, "%s\n", err)
 		os.Exit(1)

client/configcheck.go

@@ -1,6 +1,7 @@
 package client
 
 import (
+	"context"
 	"encoding/json"
 	"fmt"
 	"os"
@@ -29,7 +30,7 @@ var ConfigcheckCmd = &cli.Subcommand{
 		f.StringVar(&configcheckArgs.format, "format", "", "dump parsed config object [pretty|yaml|json]")
 		f.StringVar(&configcheckArgs.what, "what", "all", "what to print [all|config|jobs|logging]")
 	},
-	Run: func(subcommand *cli.Subcommand, args []string) error {
+	Run: func(ctx context.Context, subcommand *cli.Subcommand, args []string) error {
 		formatMap := map[string]func(interface{}){
 			"": func(i interface{}) {},
 			"pretty": func(i interface{}) {

client/migrate.go

@@ -48,14 +48,13 @@ var migratePlaceholder0_1Args struct {
 	dryRun bool
 }
 
-func doMigratePlaceholder0_1(sc *cli.Subcommand, args []string) error {
+func doMigratePlaceholder0_1(ctx context.Context, sc *cli.Subcommand, args []string) error {
 	if len(args) != 0 {
 		return fmt.Errorf("migration does not take arguments, got %v", args)
 	}
 
 	cfg := sc.Config()
 
-	ctx := context.Background()
 	allFSS, err := zfs.ZFSListMapping(ctx, zfs.NoFilter())
 	if err != nil {
 		return errors.Wrap(err, "cannot list filesystems")
@@ -124,7 +123,7 @@ var fail = color.New(color.FgRed)
 
 var migrateReplicationCursorSkipSentinel = fmt.Errorf("skipping this filesystem")
 
-func doMigrateReplicationCursor(sc *cli.Subcommand, args []string) error {
+func doMigrateReplicationCursor(ctx context.Context, sc *cli.Subcommand, args []string) error {
 	if len(args) != 0 {
 		return fmt.Errorf("migration does not take arguments, got %v", args)
 	}
@@ -137,8 +136,6 @@ func doMigrateReplicationCursor(sc *cli.Subcommand, args []string) error {
 		return fmt.Errorf("exiting migration after error")
 	}
 
-	ctx := context.Background()
-
 	v1cursorJobs := make([]job.Job, 0, len(cfg.Jobs))
 	for i, j := range cfg.Jobs {
 		if jobs[i].Name() != j.Name() {
@@ -211,7 +208,7 @@ func doMigrateReplicationCursorFS(ctx context.Context, v1CursorJobs []job.Job, f
 	}
 	fmt.Printf("identified owning job %q\n", owningJob.Name())
 
-	bookmarks, err := zfs.ZFSListFilesystemVersions(fs, zfs.ListFilesystemVersionsOptions{
+	bookmarks, err := zfs.ZFSListFilesystemVersions(ctx, fs, zfs.ListFilesystemVersionsOptions{
 		Types: zfs.Bookmarks,
 	})
 	if err != nil {

client/pprof.go

@@ -1,67 +1,10 @@
 package client
 
-import (
+import "github.com/zrepl/zrepl/cli"
-	"errors"
-	"log"
-	"os"
-
-	"github.com/zrepl/zrepl/cli"
-	"github.com/zrepl/zrepl/config"
-	"github.com/zrepl/zrepl/daemon"
-)
-
-var pprofArgs struct {
-	daemon.PprofServerControlMsg
-}
 
 var PprofCmd = &cli.Subcommand{
-	Use:   "pprof off | [on TCP_LISTEN_ADDRESS]",
+	Use: "pprof",
-	Short: "start a http server exposing go-tool-compatible profiling endpoints at TCP_LISTEN_ADDRESS",
+	SetupSubcommands: func() []*cli.Subcommand {
-	Run: func(subcommand *cli.Subcommand, args []string) error {
+		return []*cli.Subcommand{PprofListenCmd, pprofActivityTraceCmd}
-		if len(args) < 1 {
-			goto enargs
-		}
-		switch args[0] {
-		case "on":
-			pprofArgs.Run = true
-			if len(args) != 2 {
-				return errors.New("must specify TCP_LISTEN_ADDRESS as second positional argument")
-			}
-			pprofArgs.HttpListenAddress = args[1]
-		case "off":
-			if len(args) != 1 {
-				goto enargs
-			}
-			pprofArgs.Run = false
-		}
-
-		RunPProf(subcommand.Config())
-		return nil
-	enargs:
-		return errors.New("invalid number of positional arguments")
-
 	},
 }
-
-func RunPProf(conf *config.Config) {
-	log := log.New(os.Stderr, "", 0)
-
-	die := func() {
-		log.Printf("exiting after error")
-		os.Exit(1)
-	}
-
-	log.Printf("connecting to zrepl daemon")
-
-	httpc, err := controlHttpClient(conf.Global.Control.SockPath)
-	if err != nil {
-		log.Printf("error creating http client: %s", err)
-		die()
-	}
-	err = jsonRequestResponse(httpc, daemon.ControlJobEndpointPProf, pprofArgs.PprofServerControlMsg, struct{}{})
-	if err != nil {
-		log.Printf("error sending control message: %s", err)
-		die()
-	}
-	log.Printf("finished")
-}

client/pprof_activity_trace.go

@@ -0,0 +1,44 @@
+package client
+
+import (
+	"context"
+	"io"
+	"log"
+	"os"
+
+	"golang.org/x/net/websocket"
+
+	"github.com/zrepl/zrepl/cli"
+)
+
+var pprofActivityTraceCmd = &cli.Subcommand{
+	Use:   "activity-trace ZREPL_PPROF_HOST:ZREPL_PPROF_PORT",
+	Short: "attach to zrepl daemon with activated pprof listener and dump an activity-trace to stdout",
+	Run:   runPProfActivityTrace,
+}
+
+func runPProfActivityTrace(ctx context.Context, subcommand *cli.Subcommand, args []string) error {
+	log := log.New(os.Stderr, "", 0)
+
+	die := func() {
+		log.Printf("exiting after error")
+		os.Exit(1)
+	}
+
+	if len(args) != 1 {
+		log.Printf("exactly one positional argument is required")
+		die()
+	}
+
+	url := "ws://" + args[0] + "/debug/zrepl/activity-trace" // FIXME dont' repeat that
+
+	log.Printf("attaching to activity trace stream %s", url)
+	ws, err := websocket.Dial(url, "", url)
+	if err != nil {
+		log.Printf("error: %s", err)
+		die()
+	}
+
+	_, err = io.Copy(os.Stdout, ws)
+	return err
+}

client/pprof_listen.go

@@ -0,0 +1,68 @@
+package client
+
+import (
+	"context"
+	"errors"
+	"log"
+	"os"
+
+	"github.com/zrepl/zrepl/cli"
+	"github.com/zrepl/zrepl/config"
+	"github.com/zrepl/zrepl/daemon"
+)
+
+var pprofListenCmd struct {
+	daemon.PprofServerControlMsg
+}
+
+var PprofListenCmd = &cli.Subcommand{
+	Use:   "listen off | [on TCP_LISTEN_ADDRESS]",
+	Short: "start a http server exposing go-tool-compatible profiling endpoints at TCP_LISTEN_ADDRESS",
+	Run: func(ctx context.Context, subcommand *cli.Subcommand, args []string) error {
+		if len(args) < 1 {
+			goto enargs
+		}
+		switch args[0] {
+		case "on":
+			pprofListenCmd.Run = true
+			if len(args) != 2 {
+				return errors.New("must specify TCP_LISTEN_ADDRESS as second positional argument")
+			}
+			pprofListenCmd.HttpListenAddress = args[1]
+		case "off":
+			if len(args) != 1 {
+				goto enargs
+			}
+			pprofListenCmd.Run = false
+		}
+
+		RunPProf(subcommand.Config())
+		return nil
+	enargs:
+		return errors.New("invalid number of positional arguments")
+
+	},
+}
+
+func RunPProf(conf *config.Config) {
+	log := log.New(os.Stderr, "", 0)
+
+	die := func() {
+		log.Printf("exiting after error")
+		os.Exit(1)
+	}
+
+	log.Printf("connecting to zrepl daemon")
+
+	httpc, err := controlHttpClient(conf.Global.Control.SockPath)
+	if err != nil {
+		log.Printf("error creating http client: %s", err)
+		die()
+	}
+	err = jsonRequestResponse(httpc, daemon.ControlJobEndpointPProf, pprofListenCmd.PprofServerControlMsg, struct{}{})
+	if err != nil {
+		log.Printf("error sending control message: %s", err)
+		die()
+	}
+	log.Printf("finished")
+}

client/signal.go

@@ -1,6 +1,8 @@
 package client
 
 import (
+	"context"
+
 	"github.com/pkg/errors"
 
 	"github.com/zrepl/zrepl/cli"
@@ -11,7 +13,7 @@ import (
 var SignalCmd = &cli.Subcommand{
 	Use:   "signal [wakeup|reset] JOB",
 	Short: "wake up a job from wait state or abort its current invocation",
-	Run: func(subcommand *cli.Subcommand, args []string) error {
+	Run: func(ctx context.Context, subcommand *cli.Subcommand, args []string) error {
 		return runSignalCmd(subcommand.Config(), args)
 	},
 }

client/status.go

@@ -1,6 +1,7 @@
 package client
 
 import (
+	"context"
 	"fmt"
 	"io"
 	"math"
@@ -180,7 +181,7 @@ var StatusCmd = &cli.Subcommand{
 	Run: runStatus,
 }
 
-func runStatus(s *cli.Subcommand, args []string) error {
+func runStatus(ctx context.Context, s *cli.Subcommand, args []string) error {
 	httpc, err := controlHttpClient(s.Config().Global.Control.SockPath)
 	if err != nil {
 		return err
@@ -479,6 +480,11 @@ func (t *tui) renderReplicationReport(rep *report.Report, history *bytesProgress
 			t.newline()
 		}
 
+		if len(latest.Filesystems) == 0 {
+			t.write("NOTE: no filesystems were considered for replication!")
+			t.newline()
+		}
+
 		var maxFSLen int
 		for _, fs := range latest.Filesystems {
 			if len(fs.Info.Name) > maxFSLen {

client/stdinserver.go

@@ -17,7 +17,7 @@ import (
 var StdinserverCmd = &cli.Subcommand{
 	Use:   "stdinserver CLIENT_IDENTITY",
 	Short: "stdinserver transport mode (started from authorized_keys file as forced command)",
-	Run: func(subcommand *cli.Subcommand, args []string) error {
+	Run: func(ctx context.Context, subcommand *cli.Subcommand, args []string) error {
 		return runStdinserver(subcommand.Config(), args)
 	},
 }

client/testcmd.go

@@ -39,7 +39,7 @@ var testFilter = &cli.Subcommand{
 	Run: runTestFilterCmd,
 }
 
-func runTestFilterCmd(subcommand *cli.Subcommand, args []string) error {
+func runTestFilterCmd(ctx context.Context, subcommand *cli.Subcommand, args []string) error {
 
 	if testFilterArgs.job == "" {
 		return fmt.Errorf("must specify --job flag")
@@ -49,7 +49,6 @@ func runTestFilterCmd(subcommand *cli.Subcommand, args []string) error {
 	}
 
 	conf := subcommand.Config()
-	ctx := context.Background()
 
 	var confFilter config.FilesystemsFilter
 	job, err := conf.Job(testFilterArgs.job)
@@ -137,10 +136,9 @@ var testPlaceholder = &cli.Subcommand{
 	Run: runTestPlaceholder,
 }
 
-func runTestPlaceholder(subcommand *cli.Subcommand, args []string) error {
+func runTestPlaceholder(ctx context.Context, subcommand *cli.Subcommand, args []string) error {
 
 	var checkDPs []*zfs.DatasetPath
-	ctx := context.Background()
 
 	// all actions first
 	if testPlaceholderArgs.all {
@@ -197,11 +195,11 @@ var testDecodeResumeToken = &cli.Subcommand{
 	Run: runTestDecodeResumeTokenCmd,
 }
 
-func runTestDecodeResumeTokenCmd(subcommand *cli.Subcommand, args []string) error {
+func runTestDecodeResumeTokenCmd(ctx context.Context, subcommand *cli.Subcommand, args []string) error {
 	if testDecodeResumeTokenArgs.token == "" {
 		return fmt.Errorf("token argument must be specified")
 	}
-	token, err := zfs.ParseResumeToken(context.Background(), testDecodeResumeTokenArgs.token)
+	token, err := zfs.ParseResumeToken(ctx, testDecodeResumeTokenArgs.token)
 	if err != nil {
 		return err
 	}

client/version.go

@@ -1,6 +1,7 @@
 package client
 
 import (
+	"context"
 	"fmt"
 	"os"
 
@@ -25,7 +26,7 @@ var VersionCmd = &cli.Subcommand{
 	SetupFlags: func(f *pflag.FlagSet) {
 		f.StringVar(&versionArgs.Show, "show", "", "version info to show (client|daemon)")
 	},
-	Run: func(subcommand *cli.Subcommand, args []string) error {
+	Run: func(ctx context.Context, subcommand *cli.Subcommand, args []string) error {
 		versionArgs.Config = subcommand.Config()
 		versionArgs.ConfigErr = subcommand.ConfigParsingError()
 		return runVersionCmd()

client/zfsabstractions_create_step_hold.go

@@ -28,7 +28,7 @@ var zabsCmdCreateStepHold = &cli.Subcommand{
 	},
 }
 
-func doZabsCreateStep(sc *cli.Subcommand, args []string) error {
+func doZabsCreateStep(ctx context.Context, sc *cli.Subcommand, args []string) error {
 	if len(args) > 0 {
 		return errors.New("subcommand takes no arguments")
 	}
@@ -44,8 +44,6 @@ func doZabsCreateStep(sc *cli.Subcommand, args []string) error {
 		return errors.Errorf("jobid must be set")
 	}
 
-	ctx := context.Background()
-
 	v, err := zfs.ZFSGetFilesystemVersion(ctx, f.target)
 	if err != nil {
 		return errors.Wrapf(err, "get info about target %q", f.target)

client/zfsabstractions_list.go

@@ -32,9 +32,8 @@ var zabsCmdList = &cli.Subcommand{
 	},
 }
 
-func doZabsList(sc *cli.Subcommand, args []string) error {
+func doZabsList(ctx context.Context, sc *cli.Subcommand, args []string) error {
 	var err error
-	ctx := context.Background()
 
 	if len(args) > 0 {
 		return errors.New("this subcommand takes no positional arguments")
@@ -53,9 +52,9 @@ func doZabsList(sc *cli.Subcommand, args []string) error {
 	var line chainlock.L
 	var wg sync.WaitGroup
 	defer wg.Wait()
-	wg.Add(1)
 
 	// print results
+	wg.Add(1)
 	go func() {
 		defer wg.Done()
 		enc := json.NewEncoder(os.Stdout)
@@ -64,7 +63,7 @@ func doZabsList(sc *cli.Subcommand, args []string) error {
 				defer line.Lock().Unlock()
 				if zabsListFlags.Json {
 					enc.SetIndent("", "  ")
-					if err := enc.Encode(abstractions); err != nil {
+					if err := enc.Encode(a); err != nil {
 						panic(err)
 					}
 					fmt.Println()

client/zfsabstractions_release.go

@@ -43,9 +43,8 @@ var zabsCmdReleaseStale = &cli.Subcommand{
 	SetupFlags:      registerZabsReleaseFlags,
 }
 
-func doZabsReleaseAll(sc *cli.Subcommand, args []string) error {
+func doZabsReleaseAll(ctx context.Context, sc *cli.Subcommand, args []string) error {
 	var err error
-	ctx := context.Background()
 
 	if len(args) > 0 {
 		return errors.New("this subcommand takes no positional arguments")
@@ -68,10 +67,9 @@ func doZabsReleaseAll(sc *cli.Subcommand, args []string) error {
 	return doZabsRelease_Common(ctx, abstractions)
 }
 
-func doZabsReleaseStale(sc *cli.Subcommand, args []string) error {
+func doZabsReleaseStale(ctx context.Context, sc *cli.Subcommand, args []string) error {
 
 	var err error
-	ctx := context.Background()
 
 	if len(args) > 0 {
 		return errors.New("this subcommand takes no positional arguments")

config/config.go

@@ -12,6 +12,8 @@ import (
 
 	"github.com/pkg/errors"
 	"github.com/zrepl/yaml-config"
+
+	zfsprop "github.com/zrepl/zrepl/zfs/property"
 )
 
 type Config struct {
@@ -52,11 +54,12 @@ func (j JobEnum) Name() string {
 }
 
 type ActiveJob struct {
-	Type    string                `yaml:"type"`
+	Type        string                `yaml:"type"`
-	Name    string                `yaml:"name"`
+	Name        string                `yaml:"name"`
-	Connect ConnectEnum           `yaml:"connect"`
+	Connect     ConnectEnum           `yaml:"connect"`
-	Pruning PruningSenderReceiver `yaml:"pruning"`
+	Pruning     PruningSenderReceiver `yaml:"pruning"`
-	Debug   JobDebugSettings      `yaml:"debug,optional"`
+	Debug       JobDebugSettings      `yaml:"debug,optional"`
+	Replication *Replication          `yaml:"replication,optional,fromdefaults"`
 }
 
 type PassiveJob struct {
@@ -76,27 +79,47 @@ type SnapJob struct {
 }
 
 type SendOptions struct {
-	Encrypted bool `yaml:"encrypted"`
+	Encrypted        bool `yaml:"encrypted,optional,default=false"`
-}
+	Raw              bool `yaml:"raw,optional,default=false"`
-
+	SendProperties   bool `yaml:"send_properties,optional,default=false"`
-var _ yaml.Defaulter = (*SendOptions)(nil)
+	BackupProperties bool `yaml:"backup_properties,optional,default=false"`
-
+	LargeBlocks      bool `yaml:"large_blocks,optional,default=false"`
-func (l *SendOptions) SetDefault() {
+	Compressed       bool `yaml:"compressed,optional,default=false"`
-	*l = SendOptions{Encrypted: false}
+	EmbeddedData     bool `yaml:"embbeded_data,optional,default=false"`
+	Saved            bool `yaml:"saved,optional,default=false"`
 }
 
 type RecvOptions struct {
 	// Note: we cannot enforce encrypted recv as the ZFS cli doesn't provide a mechanism for it
 	// Encrypted bool `yaml:"may_encrypted"`
-
 	// Future:
 	// Reencrypt bool `yaml:"reencrypt"`
+
+	Properties *PropertyRecvOptions `yaml:"properties,fromdefaults"`
 }
 
-var _ yaml.Defaulter = (*RecvOptions)(nil)
+type Replication struct {
+	Protection  *ReplicationOptionsProtection  `yaml:"protection,optional,fromdefaults"`
+	Concurrency *ReplicationOptionsConcurrency `yaml:"concurrency,optional,fromdefaults"`
+}
+
+type ReplicationOptionsProtection struct {
+	Initial     string `yaml:"initial,optional,default=guarantee_resumability"`
+	Incremental string `yaml:"incremental,optional,default=guarantee_resumability"`
+}
+
+type ReplicationOptionsConcurrency struct {
+	Steps         int `yaml:"steps,optional,default=1"`
+	SizeEstimates int `yaml:"size_estimates,optional,default=4"`
+}
 
 func (l *RecvOptions) SetDefault() {
-	*l = RecvOptions{}
+	*l = RecvOptions{Properties: &PropertyRecvOptions{}}
+}
+
+type PropertyRecvOptions struct {
+	Inherit  []zfsprop.Property          `yaml:"inherit,optional"`
+	Override map[zfsprop.Property]string `yaml:"override,optional"`
 }
 
 type PushJob struct {
@@ -106,6 +129,9 @@ type PushJob struct {
 	Send         *SendOptions      `yaml:"send,fromdefaults,optional"`
 }
 
+func (j *PushJob) GetFilesystems() FilesystemsFilter { return j.Filesystems }
+func (j *PushJob) GetSendOptions() *SendOptions      { return j.Send }
+
 type PullJob struct {
 	ActiveJob `yaml:",inline"`
 	RootFS    string                   `yaml:"root_fs"`
@@ -113,6 +139,10 @@ type PullJob struct {
 	Recv      *RecvOptions             `yaml:"recv,fromdefaults,optional"`
 }
 
+func (j *PullJob) GetRootFS() string             { return j.RootFS }
+func (j *PullJob) GetAppendClientIdentity() bool { return false }
+func (j *PullJob) GetRecvOptions() *RecvOptions  { return j.Recv }
+
 type PositiveDurationOrManual struct {
 	Interval time.Duration
 	Manual   bool
@@ -150,6 +180,10 @@ type SinkJob struct {
 	Recv       *RecvOptions `yaml:"recv,optional,fromdefaults"`
 }
 
+func (j *SinkJob) GetRootFS() string             { return j.RootFS }
+func (j *SinkJob) GetAppendClientIdentity() bool { return true }
+func (j *SinkJob) GetRecvOptions() *RecvOptions  { return j.Recv }
+
 type SourceJob struct {
 	PassiveJob   `yaml:",inline"`
 	Snapshotting SnapshottingEnum  `yaml:"snapshotting"`
@@ -157,6 +191,9 @@ type SourceJob struct {
 	Send         *SendOptions      `yaml:"send,optional,fromdefaults"`
 }
 
+func (j *SourceJob) GetFilesystems() FilesystemsFilter { return j.Filesystems }
+func (j *SourceJob) GetSendOptions() *SendOptions      { return j.Send }
+
 type FilesystemsFilter map[string]bool
 
 type SnapshottingEnum struct {
@@ -312,6 +349,7 @@ type PruneKeepNotReplicated struct {
 type PruneKeepLastN struct {
 	Type  string `yaml:"type"`
 	Count int    `yaml:"count"`
+	Regex string `yaml:"regex,optional"`
 }
 
 type PruneKeepRegex struct { // FIXME rename to KeepRegex

config/config_dep_test.go

@@ -0,0 +1,90 @@
+package config
+
+import (
+	"fmt"
+	"testing"
+
+	"github.com/stretchr/testify/require"
+	"github.com/zrepl/yaml-config"
+)
+
+type A struct {
+	B  *B     `yaml:"b,optional,fromdefaults"`
+	A1 string `yaml:"a1,optional"`
+}
+
+type B struct {
+	C *C     `yaml:"c,optional,fromdefaults"`
+	D string `yaml:"d,default=ddd"`
+	E string `yaml:"e,optional"`
+}
+
+type C struct {
+	Q string `yaml:"q,optional"`
+	R string `yaml:"r,default=r"`
+}
+
+func TestDepFromDefaults(t *testing.T) {
+
+	type testcase struct {
+		name   string
+		yaml   string
+		expect *A
+	}
+
+	tcs := []testcase{
+		{
+			name: "empty",
+			yaml: `{}`,
+			expect: &A{
+				B: &B{
+					C: &C{
+						R: "r",
+					},
+					D: "ddd",
+				},
+			},
+		},
+		{
+			name: "a1 set",
+			yaml: `{"a1":"blah"}`,
+			expect: &A{
+				A1: "blah",
+				B: &B{
+					C: &C{
+						R: "r",
+					},
+					D: "ddd",
+				},
+			},
+		},
+		{
+			name: "D set",
+			yaml: `
+b:
+  d: 4d
+`,
+			expect: &A{
+				B: &B{
+					D: "4d",
+					C: &C{
+						R: "r",
+					},
+				},
+			},
+		},
+	}
+
+	for tci := range tcs {
+		t.Run(fmt.Sprintf("%d-%s", tci, tcs[tci].name), func(t *testing.T) {
+			tc := tcs[tci]
+
+			var a A
+			err := yaml.UnmarshalStrict([]byte(tc.yaml), &a)
+			require.NoError(t, err)
+
+			require.Equal(t, tc.expect, &a)
+		})
+	}
+
+}

config/config_recv_test.go

@@ -0,0 +1,134 @@
+package config
+
+import (
+	"fmt"
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+	"github.com/stretchr/testify/require"
+
+	zfsprop "github.com/zrepl/zrepl/zfs/property"
+)
+
+func TestRecvOptions(t *testing.T) {
+	tmpl := `
+jobs:
+- name: foo
+  type: pull
+  connect:
+    type: local
+    listener_name: foo
+    client_identity: bar
+  root_fs: "zreplplatformtest"
+  %s
+  interval: manual
+  pruning:
+    keep_sender:
+    - type: last_n
+      count: 10
+    keep_receiver:
+    - type: last_n
+      count: 10
+
+`
+
+	recv_properties_empty := `
+  recv:
+    properties:
+`
+
+	recv_inherit_empty := `
+  recv:
+    properties:
+      inherit:
+`
+
+	recv_inherit := `
+  recv:
+    properties:
+      inherit:
+        - testprop
+`
+
+	recv_override_empty := `
+  recv:
+    properties:
+      override:
+`
+
+	recv_override := `
+  recv:
+    properties:
+      override:
+        testprop2: "test123"
+`
+
+	recv_override_and_inherit := `
+  recv:
+    properties:
+      inherit:
+        - testprop
+      override:
+        testprop2: "test123"
+`
+
+	recv_empty := `
+  recv: {}
+`
+
+	recv_not_specified := `
+`
+
+	fill := func(s string) string { return fmt.Sprintf(tmpl, s) }
+
+	t.Run("recv_inherit_empty", func(t *testing.T) {
+		c := testValidConfig(t, fill(recv_inherit_empty))
+		assert.NotNil(t, c)
+	})
+
+	t.Run("recv_inherit", func(t *testing.T) {
+		c := testValidConfig(t, fill(recv_inherit))
+		inherit := c.Jobs[0].Ret.(*PullJob).Recv.Properties.Inherit
+		assert.NotEmpty(t, inherit)
+		assert.Contains(t, inherit, zfsprop.Property("testprop"))
+	})
+
+	t.Run("recv_override_empty", func(t *testing.T) {
+		c := testValidConfig(t, fill(recv_override_empty))
+		assert.NotNil(t, c)
+	})
+
+	t.Run("recv_override", func(t *testing.T) {
+		c := testValidConfig(t, fill(recv_override))
+		override := c.Jobs[0].Ret.(*PullJob).Recv.Properties.Override
+		require.Len(t, override, 1)
+		require.Equal(t, "test123", override["testprop2"])
+
+	})
+
+	t.Run("recv_override_and_inherit", func(t *testing.T) {
+		c := testValidConfig(t, fill(recv_override_and_inherit))
+		inherit := c.Jobs[0].Ret.(*PullJob).Recv.Properties.Inherit
+		override := c.Jobs[0].Ret.(*PullJob).Recv.Properties.Override
+		assert.NotEmpty(t, inherit)
+		assert.Contains(t, inherit, zfsprop.Property("testprop"))
+		assert.NotEmpty(t, override)
+		assert.Equal(t, "test123", override["testprop2"])
+	})
+
+	t.Run("recv_properties_empty", func(t *testing.T) {
+		c := testValidConfig(t, fill(recv_properties_empty))
+		assert.NotNil(t, c)
+	})
+
+	t.Run("recv_empty", func(t *testing.T) {
+		c := testValidConfig(t, fill(recv_empty))
+		assert.NotNil(t, c)
+	})
+
+	t.Run("send_not_specified", func(t *testing.T) {
+		c := testValidConfig(t, fill(recv_not_specified))
+		assert.NotNil(t, c)
+	})
+
+}

config/config_send_test.go

@@ -38,7 +38,41 @@ jobs:
     encrypted: true
 `
 
-	encrypted_unspecified := `
+	raw_true := `
+  send:
+    raw: true
+
+`
+
+	raw_false := `
+  send:
+    raw: false
+
+`
+
+	raw_and_encrypted := `
+  send:
+    encrypted: true
+    raw: true
+`
+
+	properties_and_encrypted := `
+  send:
+    encrypted: true
+    send_properties: true
+`
+
+	properties_true := `
+  send:
+    send_properties: true
+`
+
+	properties_false := `
+  send:
+    send_properties: false
+`
+
+	send_empty := `
   send: {}
 `
 
@@ -46,28 +80,66 @@ jobs:
 `
 
 	fill := func(s string) string { return fmt.Sprintf(tmpl, s) }
-	var c *Config
 
 	t.Run("encrypted_false", func(t *testing.T) {
-		c = testValidConfig(t, fill(encrypted_false))
+		c := testValidConfig(t, fill(encrypted_false))
 		encrypted := c.Jobs[0].Ret.(*PushJob).Send.Encrypted
 		assert.Equal(t, false, encrypted)
 	})
 	t.Run("encrypted_true", func(t *testing.T) {
-		c = testValidConfig(t, fill(encrypted_true))
+		c := testValidConfig(t, fill(encrypted_true))
 		encrypted := c.Jobs[0].Ret.(*PushJob).Send.Encrypted
 		assert.Equal(t, true, encrypted)
 	})
 
-	t.Run("encrypted_unspecified", func(t *testing.T) {
+	t.Run("send_empty", func(t *testing.T) {
-		c, err := testConfig(t, fill(encrypted_unspecified))
+		c := testValidConfig(t, fill(send_empty))
-		assert.Error(t, err)
+		encrypted := c.Jobs[0].Ret.(*PushJob).Send.Encrypted
-		assert.Nil(t, c)
+		assert.Equal(t, false, encrypted)
+	})
+
+	t.Run("properties_and_encrypted", func(t *testing.T) {
+		c := testValidConfig(t, fill(properties_and_encrypted))
+		encrypted := c.Jobs[0].Ret.(*PushJob).Send.Encrypted
+		properties := c.Jobs[0].Ret.(*PushJob).Send.SendProperties
+		assert.Equal(t, true, encrypted)
+		assert.Equal(t, true, properties)
+	})
+
+	t.Run("properties_false", func(t *testing.T) {
+		c := testValidConfig(t, fill(properties_false))
+		properties := c.Jobs[0].Ret.(*PushJob).Send.SendProperties
+		assert.Equal(t, false, properties)
+	})
+
+	t.Run("properties_true", func(t *testing.T) {
+		c := testValidConfig(t, fill(properties_true))
+		properties := c.Jobs[0].Ret.(*PushJob).Send.SendProperties
+		assert.Equal(t, true, properties)
+	})
+
+	t.Run("raw_true", func(t *testing.T) {
+		c := testValidConfig(t, fill(raw_true))
+		raw := c.Jobs[0].Ret.(*PushJob).Send.Raw
+		assert.Equal(t, true, raw)
+	})
+
+	t.Run("raw_false", func(t *testing.T) {
+		c := testValidConfig(t, fill(raw_false))
+		raw := c.Jobs[0].Ret.(*PushJob).Send.Raw
+		assert.Equal(t, false, raw)
+	})
+
+	t.Run("raw_and_encrypted", func(t *testing.T) {
+		c := testValidConfig(t, fill(raw_and_encrypted))
+		raw := c.Jobs[0].Ret.(*PushJob).Send.Raw
+		encrypted := c.Jobs[0].Ret.(*PushJob).Send.Encrypted
+		assert.Equal(t, true, raw)
+		assert.Equal(t, true, encrypted)
 	})
 
 	t.Run("send_not_specified", func(t *testing.T) {
-		c, err := testConfig(t, fill(send_not_specified))
+		c := testValidConfig(t, fill(send_not_specified))
-		assert.NoError(t, err)
 		assert.NotNil(t, c)
 	})
 

config/retentiongrid.go

@@ -37,7 +37,7 @@ func (t *RetentionIntervalList) UnmarshalYAML(u func(interface{}, bool) error) (
 		return err
 	}
 
-	intervals, err := parseRetentionGridIntervalsString(in)
+	intervals, err := ParseRetentionIntervalSpec(in)
 	if err != nil {
 		return err
 	}
@@ -102,7 +102,7 @@ func parseRetentionGridIntervalString(e string) (intervals []RetentionInterval,
 
 }
 
-func parseRetentionGridIntervalsString(s string) (intervals []RetentionInterval, err error) {
+func ParseRetentionIntervalSpec(s string) (intervals []RetentionInterval, err error) {
 
 	ges := strings.Split(s, "|")
 	intervals = make([]RetentionInterval, 0, 7*len(ges))

config/samples/quickstart_backup_to_external_disk.yml

@@ -0,0 +1,88 @@
+# This config serves as an example for a local zrepl installation that
+# backups the entire zpool `system` to `backuppool/zrepl/sink`
+#
+# The requirements covered by this setup are described in the zrepl documentation's
+# quick start section which inlines this example.
+#
+# CUSTOMIZATIONS YOU WILL LIKELY WANT TO APPLY:
+# - adjust the name of the production pool `system` in the `filesystems` filter of jobs `snapjob` and `push_to_derive`
+# - adjust the name of the backup pool `backuppool` in the `backuppool_sink` job
+# - adjust the occurences of `myhostname` to the name of the system you are backing up (cannot be easily changed once you start replicating)
+# - make sure the `zrepl_` prefix is not being used by any other zfs tools you might have installed (it likely isn't)
+
+jobs:
+
+# this job takes care of snapshot creation + pruning
+- name: snapjob
+  type: snap
+  filesystems: {
+      "system<": true,
+  }
+  # create snapshots with prefix `zrepl_` every 15 minutes
+  snapshotting:
+    type: periodic
+    interval: 15m
+    prefix: zrepl_
+  pruning:
+    keep:
+    # fade-out scheme for snapshots starting with `zrepl_`
+    # - keep all created in the last hour
+    # - then destroy snapshots such that we keep 24 each 1 hour apart
+    # - then destroy snapshots such that we keep 14 each 1 day apart
+    # - then destroy all older snapshots
+    - type: grid
+      grid: 1x1h(keep=all) | 24x1h | 14x1d
+      regex: "^zrepl_.*"
+    # keep all snapshots that don't have the `zrepl_` prefix
+    - type: regex
+      negate: true
+      regex: "^zrepl_.*"
+
+# This job pushes to the local sink defined in job `backuppool_sink`.
+# We trigger replication manually from the command line / udev rules using
+#  `zrepl signal wakeup push_to_drive`
+- type: push
+  name: push_to_drive
+  connect:
+    type: local
+    listener_name: backuppool_sink
+    client_identity: myhostname
+  filesystems: {
+      "system<": true
+  }
+  send:
+    encrypted: true
+  replication:
+    protection:
+      initial: guarantee_resumability
+      # Downgrade protection to guarantee_incremental which uses zfs bookmarks instead of zfs holds.
+      # Thus, when we yank out the backup drive during replication
+      # - we might not be able to resume the interrupted replication step because the partially received `to` snapshot of a `from`->`to` step may be pruned any time
+      # - but in exchange we get back the disk space allocated by `to` when we prune it
+      # - and because we still have the bookmarks created by `guarantee_incremental`, we can still do incremental replication of `from`->`to2` in the future
+      incremental: guarantee_incremental
+  snapshotting:
+    type: manual
+  pruning:
+    # no-op prune rule on sender (keep all snapshots), job `snapshot` takes care of this
+    keep_sender:
+    - type: regex
+      regex: ".*"
+    # retain 
+    keep_receiver:
+    # longer retention on the backup drive, we have more space there
+    - type: grid
+      grid: 1x1h(keep=all) | 24x1h | 360x1d
+      regex: "^zrepl_.*"
+    # retain all non-zrepl snapshots on the backup drive
+    - type: regex
+      negate: true
+      regex: "^zrepl_.*"
+
+# This job receives from job `push_to_drive` into `backuppool/zrepl/sink/myhostname`
+- type: sink
+  name: backuppool_sink
+  root_fs: "backuppool/zrepl/sink"
+  serve:
+    type: local
+    listener_name: backuppool_sink

config/samples/quickstart_continuous_server_backup_receiver.yml

@@ -0,0 +1,12 @@
+jobs:
+- name: sink
+  type: sink
+  serve:
+      type: tls
+      listen: ":8888"
+      ca: "/etc/zrepl/prod.crt"
+      cert: "/etc/zrepl/backups.crt"
+      key: "/etc/zrepl/backups.key"
+      client_cns:
+        - "prod"
+  root_fs: "storage/zrepl/sink"

config/samples/quickstart_continuous_server_backup_sender.yml

@@ -0,0 +1,28 @@
+jobs:
+- name: prod_to_backups
+  type: push
+  connect:
+    type: tls
+    address: "backups.example.com:8888"
+    ca: /etc/zrepl/backups.crt
+    cert: /etc/zrepl/prod.crt
+    key:  /etc/zrepl/prod.key
+    server_cn: "backups"
+  filesystems: {
+    "zroot/var/db": true,
+    "zroot/usr/home<": true,
+    "zroot/usr/home/paranoid": false
+  }
+  snapshotting:
+    type: periodic
+    prefix: zrepl_
+    interval: 10m
+  pruning:
+    keep_sender:
+    - type: not_replicated
+    - type: last_n
+      count: 10
+    keep_receiver:
+    - type: grid
+      grid: 1x1h(keep=all) | 24x1h | 30x1d | 6x30d
+      regex: "^zrepl_"

config/samples/source.yml

@@ -5,7 +5,11 @@ jobs:
     type: tcp
     listen: "0.0.0.0:8888"
     clients: {
-      "192.168.122.123" : "client1"
+      "192.168.122.123" :               "mysql01",
+      "192.168.122.42" :                "mx01",
+      "2001:0db8:85a3::8a2e:0370:7334": "gateway",
+      "10.23.42.0/24":       "cluster-*",
+      "fde4:8dba:82e1::/64": "san-*",
     }
   filesystems: {
     "<": true,

daemon/control.go

@@ -120,7 +120,13 @@ func (j *controlJob) Run(ctx context.Context) {
 		jsonResponder{log, func() (interface{}, error) {
 			jobs := j.jobs.status()
 			globalZFS := zfscmd.GetReport()
-			s := Status{Jobs: jobs, Global: GlobalStatus{ZFSCmds: globalZFS}}
+			envconstReport := envconst.GetReport()
+			s := Status{
+				Jobs: jobs,
+				Global: GlobalStatus{
+					ZFSCmds:  globalZFS,
+					Envconst: envconstReport,
+				}}
 			return s, nil
 		}})
 

daemon/daemon.go

@@ -3,6 +3,7 @@ package daemon
 import (
 	"context"
 	"fmt"
+	"math/rand"
 	"os"
 	"os/signal"
 	"strings"
@@ -13,6 +14,10 @@ import (
 	"github.com/pkg/errors"
 	"github.com/prometheus/client_golang/prometheus"
 
+	"github.com/zrepl/zrepl/daemon/logging/trace"
+	"github.com/zrepl/zrepl/endpoint"
+	"github.com/zrepl/zrepl/util/envconst"
+
 	"github.com/zrepl/zrepl/config"
 	"github.com/zrepl/zrepl/daemon/job"
 	"github.com/zrepl/zrepl/daemon/job/reset"
@@ -23,9 +28,8 @@ import (
 	"github.com/zrepl/zrepl/zfs/zfscmd"
 )
 
-func Run(conf *config.Config) error {
+func Run(ctx context.Context, conf *config.Config) error {
-
+	ctx, cancel := context.WithCancel(ctx)
-	ctx, cancel := context.WithCancel(context.Background())
 
 	defer cancel()
 	sigChan := make(chan os.Signal, 1)
@@ -35,10 +39,17 @@ func Run(conf *config.Config) error {
 		cancel()
 	}()
 
+	// The math/rand package is used presently for generating trace IDs, we
+	// seed it with the current time and pid so that the IDs are mostly
+	// unique.
+	rand.Seed(time.Now().UnixNano())
+	rand.Seed(int64(os.Getpid()))
+
 	outlets, err := logging.OutletsFromConfig(*conf.Global.Logging)
 	if err != nil {
 		return errors.Wrap(err, "cannot build logging from config")
 	}
+	outlets.Add(newPrometheusLogOutlet(), logger.Debug)
 
 	confJobs, err := job.JobsFromConfig(conf)
 	if err != nil {
@@ -48,14 +59,23 @@ func Run(conf *config.Config) error {
 	log := logger.NewLogger(outlets, 1*time.Second)
 	log.Info(version.NewZreplVersionInformation().String())
 
+	ctx = logging.WithLoggers(ctx, logging.SubsystemLoggersWithUniversalLogger(log))
+	trace.RegisterCallback(trace.Callback{
+		OnBegin: func(ctx context.Context) { logging.GetLogger(ctx, logging.SubsysTraceData).Debug("begin span") },
+		OnEnd: func(ctx context.Context, spanInfo trace.SpanInfo) {
+			logging.
+				GetLogger(ctx, logging.SubsysTraceData).
+				WithField("duration_s", spanInfo.EndedAt().Sub(spanInfo.StartedAt()).Seconds()).
+				Debug("finished span " + spanInfo.TaskAndSpanStack(trace.SpanStackKindAnnotation))
+		},
+	})
+
 	for _, job := range confJobs {
 		if IsInternalJobName(job.Name()) {
 			panic(fmt.Sprintf("internal job name used for config job '%s'", job.Name())) //FIXME
 		}
 	}
 
-	ctx = job.WithLogger(ctx, log)
-
 	jobs := newJobs()
 
 	// start control socket
@@ -83,7 +103,10 @@ func Run(conf *config.Config) error {
 	}
 
 	// register global (=non job-local) metrics
+	version.PrometheusRegister(prometheus.DefaultRegisterer)
 	zfscmd.RegisterMetrics(prometheus.DefaultRegisterer)
+	trace.RegisterMetrics(prometheus.DefaultRegisterer)
+	endpoint.RegisterMetrics(prometheus.DefaultRegisterer)
 
 	log.Info("starting daemon")
 
@@ -98,6 +121,8 @@ func Run(conf *config.Config) error {
 	case <-ctx.Done():
 		log.WithError(ctx.Err()).Info("context finished")
 	}
+	log.Info("waiting for jobs to finish")
+	<-jobs.wait()
 	log.Info("daemon exiting")
 	return nil
 }
@@ -120,14 +145,11 @@ func newJobs() *jobs {
 	}
 }
 
-const (
-	logJobField string = "job"
-)
-
 func (s *jobs) wait() <-chan struct{} {
 	ch := make(chan struct{})
 	go func() {
 		s.wg.Wait()
+		close(ch)
 	}()
 	return ch
 }
@@ -138,7 +160,8 @@ type Status struct {
 }
 
 type GlobalStatus struct {
-	ZFSCmds *zfscmd.Report
+	ZFSCmds  *zfscmd.Report
+	Envconst *envconst.Report
 }
 
 func (s *jobs) status() map[string]*job.Status {
@@ -202,9 +225,8 @@ func (s *jobs) start(ctx context.Context, j job.Job, internal bool) {
 	s.m.Lock()
 	defer s.m.Unlock()
 
-	jobLog := job.GetLogger(ctx).
+	ctx = logging.WithInjectedField(ctx, logging.JobField, j.Name())
-		WithField(logJobField, j.Name()).
+
-		WithOutlet(newPrometheusLogOutlet(j.Name()), logger.Debug)
 	jobName := j.Name()
 	if !internal && IsInternalJobName(jobName) {
 		panic(fmt.Sprintf("internal job name used for non-internal job %s", jobName))
@@ -219,7 +241,6 @@ func (s *jobs) start(ctx context.Context, j job.Job, internal bool) {
 	j.RegisterMetrics(prometheus.DefaultRegisterer)
 
 	s.jobs[jobName] = j
-	ctx = job.WithLogger(ctx, jobLog)
 	ctx = zfscmd.WithJobID(ctx, j.Name())
 	ctx, wakeup := wakeup.Context(ctx)
 	ctx, resetFunc := reset.Context(ctx)
@@ -229,8 +250,8 @@ func (s *jobs) start(ctx context.Context, j job.Job, internal bool) {
 	s.wg.Add(1)
 	go func() {
 		defer s.wg.Done()
-		jobLog.Info("starting job")
+		job.GetLogger(ctx).Info("starting job")
-		defer jobLog.Info("job exited")
+		defer job.GetLogger(ctx).Info("job exited")
 		j.Run(ctx)
 	}()
 }

daemon/hooks/hook_logging.go

@@ -6,29 +6,17 @@ import (
 	"context"
 	"sync"
 
+	"github.com/zrepl/zrepl/daemon/logging"
 	"github.com/zrepl/zrepl/logger"
 	"github.com/zrepl/zrepl/util/envconst"
 )
 
-type contextKey int
-
-const (
-	contextKeyLog contextKey = 0
-)
-
 type Logger = logger.Logger
 
-func WithLogger(ctx context.Context, log Logger) context.Context {
-	return context.WithValue(ctx, contextKeyLog, log)
-}
-
 func GetLogger(ctx context.Context) Logger { return getLogger(ctx) }
 
 func getLogger(ctx context.Context) Logger {
-	if log, ok := ctx.Value(contextKeyLog).(Logger); ok {
+	return logging.GetLogger(ctx, logging.SubsysHooks)
-		return log
-	}
-	return logger.NewNullLogger()
 }
 
 const MAX_HOOK_LOG_SIZE_DEFAULT int = 1 << 20

daemon/hooks/hooks_test.go

@@ -11,8 +11,11 @@ import (
 
 	"github.com/stretchr/testify/require"
 
+	"github.com/zrepl/zrepl/daemon/logging/trace"
+
 	"github.com/zrepl/zrepl/config"
 	"github.com/zrepl/zrepl/daemon/hooks"
+	"github.com/zrepl/zrepl/daemon/logging"
 	"github.com/zrepl/zrepl/logger"
 	"github.com/zrepl/zrepl/zfs"
 )
@@ -69,6 +72,9 @@ func curry(f comparisonAssertionFunc, expected interface{}, right bool) (ret val
 }
 
 func TestHooks(t *testing.T) {
+	ctx, end := trace.WithTaskFromStack(context.Background())
+	defer end()
+
 	testFSName := "testpool/testdataset"
 	testSnapshotName := "testsnap"
 
@@ -418,9 +424,8 @@ jobs:
 
 			cbReached = false
 
-			ctx := context.Background()
 			if testing.Verbose() && !tt.SuppressOutput {
-				ctx = hooks.WithLogger(ctx, log)
+				ctx = logging.WithLoggers(ctx, logging.SubsystemLoggersWithUniversalLogger(log))
 			}
 			plan.Run(ctx, false)
 			report := plan.Report()

daemon/job/active.go

@@ -8,12 +8,14 @@ import (
 
 	"github.com/pkg/errors"
 	"github.com/prometheus/client_golang/prometheus"
+	"github.com/prometheus/common/log"
+
+	"github.com/zrepl/zrepl/daemon/logging/trace"
+	"github.com/zrepl/zrepl/util/envconst"
 
 	"github.com/zrepl/zrepl/config"
-	"github.com/zrepl/zrepl/daemon/filters"
 	"github.com/zrepl/zrepl/daemon/job/reset"
 	"github.com/zrepl/zrepl/daemon/job/wakeup"
-	"github.com/zrepl/zrepl/daemon/logging"
 	"github.com/zrepl/zrepl/daemon/pruner"
 	"github.com/zrepl/zrepl/daemon/snapper"
 	"github.com/zrepl/zrepl/endpoint"
@@ -32,11 +34,14 @@ type ActiveSide struct {
 	name      endpoint.JobID
 	connecter transport.Connecter
 
+	replicationDriverConfig driver.Config
+
 	prunerFactory *pruner.PrunerFactory
 
-	promRepStateSecs    *prometheus.HistogramVec // labels: state
+	promRepStateSecs      *prometheus.HistogramVec // labels: state
-	promPruneSecs       *prometheus.HistogramVec // labels: prune_side
+	promPruneSecs         *prometheus.HistogramVec // labels: prune_side
-	promBytesReplicated *prometheus.CounterVec   // labels: filesystem
+	promBytesReplicated   *prometheus.CounterVec   // labels: filesystem
+	promReplicationErrors prometheus.Gauge
 
 	tasksMtx sync.Mutex
 	tasks    activeSideTasks
@@ -79,7 +84,7 @@ func (a *ActiveSide) updateTasks(u func(*activeSideTasks)) activeSideTasks {
 }
 
 type activeMode interface {
-	ConnectEndpoints(rpcLoggers rpc.Loggers, connecter transport.Connecter)
+	ConnectEndpoints(ctx context.Context, connecter transport.Connecter)
 	DisconnectEndpoints()
 	SenderReceiver() (logic.Sender, logic.Receiver)
 	Type() Type
@@ -98,14 +103,14 @@ type modePush struct {
 	snapper       *snapper.PeriodicOrManual
 }
 
-func (m *modePush) ConnectEndpoints(loggers rpc.Loggers, connecter transport.Connecter) {
+func (m *modePush) ConnectEndpoints(ctx context.Context, connecter transport.Connecter) {
 	m.setupMtx.Lock()
 	defer m.setupMtx.Unlock()
 	if m.receiver != nil || m.sender != nil {
 		panic("inconsistent use of ConnectEndpoints and DisconnectEndpoints")
 	}
 	m.sender = endpoint.NewSender(*m.senderConfig)
-	m.receiver = rpc.NewClient(connecter, loggers)
+	m.receiver = rpc.NewClient(connecter, rpc.GetLoggersOrPanic(ctx))
 }
 
 func (m *modePush) DisconnectEndpoints() {
@@ -144,22 +149,28 @@ func (m *modePush) ResetConnectBackoff() {
 
 func modePushFromConfig(g *config.Global, in *config.PushJob, jobID endpoint.JobID) (*modePush, error) {
 	m := &modePush{}
+	var err error
 
-	fsf, err := filters.DatasetMapFilterFromConfig(in.Filesystems)
+	m.senderConfig, err = buildSenderConfig(in, jobID)
 	if err != nil {
-		return nil, errors.Wrap(err, "cannot build filesystem filter")
+		return nil, errors.Wrap(err, "sender config")
 	}
 
-	m.senderConfig = &endpoint.SenderConfig{
+	replicationConfig, err := logic.ReplicationConfigFromConfig(in.Replication)
-		FSF:     fsf,
+	if err != nil {
-		Encrypt: &zfs.NilBool{B: in.Send.Encrypted},
+		return nil, errors.Wrap(err, "field `replication`")
-		JobID:   jobID,
 	}
+
 	m.plannerPolicy = &logic.PlannerPolicy{
-		EncryptedSend: logic.TriFromBool(in.Send.Encrypted),
+		EncryptedSend:             logic.TriFromBool(in.Send.Encrypted),
+		ReplicationConfig:         replicationConfig,
+		SizeEstimationConcurrency: in.Replication.Concurrency.SizeEstimates,
+	}
+	if err := m.plannerPolicy.Validate(); err != nil {
+		return nil, errors.Wrap(err, "cannot build planner policy")
 	}
 
-	if m.snapper, err = snapper.FromConfig(g, fsf, in.Snapshotting); err != nil {
+	if m.snapper, err = snapper.FromConfig(g, m.senderConfig.FSF, in.Snapshotting); err != nil {
 		return nil, errors.Wrap(err, "cannot build snapper")
 	}
 
@@ -171,19 +182,18 @@ type modePull struct {
 	receiver       *endpoint.Receiver
 	receiverConfig endpoint.ReceiverConfig
 	sender         *rpc.Client
-	rootFS         *zfs.DatasetPath
 	plannerPolicy  *logic.PlannerPolicy
 	interval       config.PositiveDurationOrManual
 }
 
-func (m *modePull) ConnectEndpoints(loggers rpc.Loggers, connecter transport.Connecter) {
+func (m *modePull) ConnectEndpoints(ctx context.Context, connecter transport.Connecter) {
 	m.setupMtx.Lock()
 	defer m.setupMtx.Unlock()
 	if m.receiver != nil || m.sender != nil {
 		panic("inconsistent use of ConnectEndpoints and DisconnectEndpoints")
 	}
 	m.receiver = endpoint.NewReceiver(m.receiverConfig)
-	m.sender = rpc.NewClient(connecter, loggers)
+	m.sender = rpc.NewClient(connecter, rpc.GetLoggersOrPanic(ctx))
 }
 
 func (m *modePull) DisconnectEndpoints() {
@@ -245,31 +255,38 @@ func modePullFromConfig(g *config.Global, in *config.PullJob, jobID endpoint.Job
 	m = &modePull{}
 	m.interval = in.Interval
 
-	m.rootFS, err = zfs.NewDatasetPath(in.RootFS)
+	replicationConfig, err := logic.ReplicationConfigFromConfig(in.Replication)
 	if err != nil {
-		return nil, errors.New("RootFS is not a valid zfs filesystem path")
+		return nil, errors.Wrap(err, "field `replication`")
-	}
-	if m.rootFS.Length() <= 0 {
-		return nil, errors.New("RootFS must not be empty") // duplicates error check of receiver
 	}
 
 	m.plannerPolicy = &logic.PlannerPolicy{
-		EncryptedSend: logic.DontCare,
+		EncryptedSend:             logic.DontCare,
+		ReplicationConfig:         replicationConfig,
+		SizeEstimationConcurrency: in.Replication.Concurrency.SizeEstimates,
+	}
+	if err := m.plannerPolicy.Validate(); err != nil {
+		return nil, errors.Wrap(err, "cannot build planner policy")
 	}
 
-	m.receiverConfig = endpoint.ReceiverConfig{
+	m.receiverConfig, err = buildReceiverConfig(in, jobID)
-		JobID:                      jobID,
+	if err != nil {
-		RootWithoutClientComponent: m.rootFS,
+		return nil, err
-		AppendClientIdentity:       false, // !
-		UpdateLastReceivedHold:     true,
-	}
-	if err := m.receiverConfig.Validate(); err != nil {
-		return nil, errors.Wrap(err, "cannot build receiver config")
 	}
 
 	return m, nil
 }
 
+func replicationDriverConfigFromConfig(in *config.Replication) (c driver.Config, err error) {
+	c = driver.Config{
+		StepQueueConcurrency:     in.Concurrency.Steps,
+		MaxAttempts:              envconst.Int("ZREPL_REPLICATION_MAX_ATTEMPTS", 3),
+		ReconnectHardFailTimeout: envconst.Duration("ZREPL_REPLICATION_RECONNECT_HARD_FAIL_TIMEOUT", 10*time.Minute),
+	}
+	err = c.Validate()
+	return c, err
+}
+
 func activeSide(g *config.Global, in *config.ActiveJob, configJob interface{}) (j *ActiveSide, err error) {
 
 	j = &ActiveSide{}
@@ -305,6 +322,14 @@ func activeSide(g *config.Global, in *config.ActiveJob, configJob interface{}) (
 		ConstLabels: prometheus.Labels{"zrepl_job": j.name.String()},
 	}, []string{"filesystem"})
 
+	j.promReplicationErrors = prometheus.NewGauge(prometheus.GaugeOpts{
+		Namespace:   "zrepl",
+		Subsystem:   "replication",
+		Name:        "filesystem_errors",
+		Help:        "number of filesystems that failed replication in the latest replication attempt, or -1 if the job failed before enumerating the filesystems",
+		ConstLabels: prometheus.Labels{"zrepl_job": j.name.String()},
+	})
+
 	j.connecter, err = fromconfig.ConnecterFromConfig(g, in.Connect)
 	if err != nil {
 		return nil, errors.Wrap(err, "cannot build client")
@@ -322,6 +347,11 @@ func activeSide(g *config.Global, in *config.ActiveJob, configJob interface{}) (
 		return nil, err
 	}
 
+	j.replicationDriverConfig, err = replicationDriverConfigFromConfig(in.Replication)
+	if err != nil {
+		return nil, errors.Wrap(err, "cannot build replication driver config")
+	}
+
 	return j, nil
 }
 
@@ -329,6 +359,7 @@ func (j *ActiveSide) RegisterMetrics(registerer prometheus.Registerer) {
 	registerer.MustRegister(j.promRepStateSecs)
 	registerer.MustRegister(j.promPruneSecs)
 	registerer.MustRegister(j.promBytesReplicated)
+	registerer.MustRegister(j.promReplicationErrors)
 }
 
 func (j *ActiveSide) Name() string { return j.name.String() }
@@ -363,7 +394,7 @@ func (j *ActiveSide) OwnedDatasetSubtreeRoot() (rfs *zfs.DatasetPath, ok bool) {
 		_ = j.mode.(*modePush) // make sure we didn't introduce a new job type
 		return nil, false
 	}
-	return pull.rootFS.Copy(), true
+	return pull.receiverConfig.RootWithoutClientComponent.Copy(), true
 }
 
 func (j *ActiveSide) SenderConfig() *endpoint.SenderConfig {
@@ -375,16 +406,31 @@ func (j *ActiveSide) SenderConfig() *endpoint.SenderConfig {
 	return push.senderConfig
 }
 
+// The active side of a replication uses one end (sender or receiver)
+// directly by method invocation, without going through a transport that
+// provides a client identity.
+// However, in order to avoid the need to distinguish between direct-method-invocating
+// clients and RPC client, we use an invalid client identity as a sentinel value.
+func FakeActiveSideDirectMethodInvocationClientIdentity(jobId endpoint.JobID) string {
+	return fmt.Sprintf("<local><active><job><client><identity><job=%q>", jobId.String())
+}
+
 func (j *ActiveSide) Run(ctx context.Context) {
+	ctx, endTask := trace.WithTaskAndSpan(ctx, "active-side-job", j.Name())
+	defer endTask()
+
+	ctx = context.WithValue(ctx, endpoint.ClientIdentityKey, FakeActiveSideDirectMethodInvocationClientIdentity(j.name))
+
 	log := GetLogger(ctx)
-	ctx = logging.WithSubsystemLoggers(ctx, log)
 
 	defer log.Info("job exiting")
 
 	periodicDone := make(chan struct{})
 	ctx, cancel := context.WithCancel(ctx)
 	defer cancel()
-	go j.mode.RunPeriodic(ctx, periodicDone)
+	periodicCtx, endTask := trace.WithTask(ctx, "periodic")
+	defer endTask()
+	go j.mode.RunPeriodic(periodicCtx, periodicDone)
 
 	invocationCount := 0
 outer:
@@ -400,17 +446,15 @@ outer:
 		case <-periodicDone:
 		}
 		invocationCount++
-		invLog := log.WithField("invocation", invocationCount)
+		invocationCtx, endSpan := trace.WithSpan(ctx, fmt.Sprintf("invocation-%d", invocationCount))
-		j.do(WithLogger(ctx, invLog))
+		j.do(invocationCtx)
+		endSpan()
 	}
 }
 
 func (j *ActiveSide) do(ctx context.Context) {
 
-	log := GetLogger(ctx)
+	j.mode.ConnectEndpoints(ctx, j.connecter)
-	ctx = logging.WithSubsystemLoggers(ctx, log)
-	loggers := rpc.GetLoggersOrPanic(ctx) // filled by WithSubsystemLoggers
-	j.mode.ConnectEndpoints(loggers, j.connecter)
 	defer j.mode.DisconnectEndpoints()
 
 	// allow cancellation of an invocation (this function)
@@ -433,20 +477,26 @@ func (j *ActiveSide) do(ctx context.Context) {
 			return
 		default:
 		}
+		ctx, endSpan := trace.WithSpan(ctx, "replication")
 		ctx, repCancel := context.WithCancel(ctx)
 		var repWait driver.WaitFunc
 		j.updateTasks(func(tasks *activeSideTasks) {
 			// reset it
 			*tasks = activeSideTasks{}
-			tasks.replicationCancel = repCancel
+			tasks.replicationCancel = func() { repCancel(); endSpan() }
 			tasks.replicationReport, repWait = replication.Do(
-				ctx, logic.NewPlanner(j.promRepStateSecs, j.promBytesReplicated, sender, receiver, j.mode.PlannerPolicy()),
+				ctx, j.replicationDriverConfig, logic.NewPlanner(j.promRepStateSecs, j.promBytesReplicated, sender, receiver, j.mode.PlannerPolicy()),
 			)
 			tasks.state = ActiveSideReplicating
 		})
-		log.Info("start replication")
+		GetLogger(ctx).Info("start replication")
 		repWait(true) // wait blocking
 		repCancel()   // always cancel to free up context resources
+
+		replicationReport := j.tasks.replicationReport()
+		j.promReplicationErrors.Set(float64(replicationReport.GetFailedFilesystemsCountInLatestAttempt()))
+
+		endSpan()
 	}
 
 	{
@@ -455,16 +505,18 @@ func (j *ActiveSide) do(ctx context.Context) {
 			return
 		default:
 		}
+		ctx, endSpan := trace.WithSpan(ctx, "prune_sender")
 		ctx, senderCancel := context.WithCancel(ctx)
 		tasks := j.updateTasks(func(tasks *activeSideTasks) {
 			tasks.prunerSender = j.prunerFactory.BuildSenderPruner(ctx, sender, sender)
-			tasks.prunerSenderCancel = senderCancel
+			tasks.prunerSenderCancel = func() { senderCancel(); endSpan() }
 			tasks.state = ActiveSidePruneSender
 		})
-		log.Info("start pruning sender")
+		GetLogger(ctx).Info("start pruning sender")
 		tasks.prunerSender.Prune()
-		log.Info("finished pruning sender")
+		GetLogger(ctx).Info("finished pruning sender")
 		senderCancel()
+		endSpan()
 	}
 	{
 		select {
@@ -472,16 +524,18 @@ func (j *ActiveSide) do(ctx context.Context) {
 			return
 		default:
 		}
+		ctx, endSpan := trace.WithSpan(ctx, "prune_recever")
 		ctx, receiverCancel := context.WithCancel(ctx)
 		tasks := j.updateTasks(func(tasks *activeSideTasks) {
 			tasks.prunerReceiver = j.prunerFactory.BuildReceiverPruner(ctx, receiver, sender)
-			tasks.prunerReceiverCancel = receiverCancel
+			tasks.prunerReceiverCancel = func() { receiverCancel(); endSpan() }
 			tasks.state = ActiveSidePruneReceiver
 		})
-		log.Info("start pruning receiver")
+		GetLogger(ctx).Info("start pruning receiver")
 		tasks.prunerReceiver.Prune()
-		log.Info("finished pruning receiver")
+		GetLogger(ctx).Info("finished pruning receiver")
 		receiverCancel()
+		endSpan()
 	}
 
 	j.updateTasks(func(tasks *activeSideTasks) {

daemon/job/active_test.go

@@ -0,0 +1,20 @@
+package job
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+	"github.com/stretchr/testify/require"
+
+	"github.com/zrepl/zrepl/endpoint"
+	"github.com/zrepl/zrepl/transport"
+)
+
+func TestFakeActiveSideDirectMethodInvocationClientIdentityDoesNotPassValidityTest(t *testing.T) {
+	jobid, err := endpoint.MakeJobID("validjobname")
+	require.NoError(t, err)
+	clientIdentity := FakeActiveSideDirectMethodInvocationClientIdentity(jobid)
+	t.Logf("%v", clientIdentity)
+	err = transport.ValidateClientIdentity(clientIdentity)
+	assert.Error(t, err)
+}

daemon/job/build_jobs_sendrecvoptions.go

@@ -0,0 +1,69 @@
+package job
+
+import (
+	"github.com/pkg/errors"
+
+	"github.com/zrepl/zrepl/config"
+	"github.com/zrepl/zrepl/daemon/filters"
+	"github.com/zrepl/zrepl/endpoint"
+	"github.com/zrepl/zrepl/util/nodefault"
+	"github.com/zrepl/zrepl/zfs"
+)
+
+type SendingJobConfig interface {
+	GetFilesystems() config.FilesystemsFilter
+	GetSendOptions() *config.SendOptions // must not be nil
+}
+
+func buildSenderConfig(in SendingJobConfig, jobID endpoint.JobID) (*endpoint.SenderConfig, error) {
+
+	fsf, err := filters.DatasetMapFilterFromConfig(in.GetFilesystems())
+	if err != nil {
+		return nil, errors.Wrap(err, "cannot build filesystem filter")
+	}
+	sendOpts := in.GetSendOptions()
+	return &endpoint.SenderConfig{
+		FSF:   fsf,
+		JobID: jobID,
+
+		Encrypt:              &nodefault.Bool{B: sendOpts.Encrypted},
+		SendRaw:              sendOpts.Raw,
+		SendProperties:       sendOpts.SendProperties,
+		SendBackupProperties: sendOpts.BackupProperties,
+		SendLargeBlocks:      sendOpts.LargeBlocks,
+		SendCompressed:       sendOpts.Compressed,
+		SendEmbeddedData:     sendOpts.EmbeddedData,
+		SendSaved:            sendOpts.Saved,
+	}, nil
+}
+
+type ReceivingJobConfig interface {
+	GetRootFS() string
+	GetAppendClientIdentity() bool
+	GetRecvOptions() *config.RecvOptions
+}
+
+func buildReceiverConfig(in ReceivingJobConfig, jobID endpoint.JobID) (rc endpoint.ReceiverConfig, err error) {
+	rootFs, err := zfs.NewDatasetPath(in.GetRootFS())
+	if err != nil {
+		return rc, errors.New("root_fs is not a valid zfs filesystem path")
+	}
+	if rootFs.Length() <= 0 {
+		return rc, errors.New("root_fs must not be empty") // duplicates error check of receiver
+	}
+
+	recvOpts := in.GetRecvOptions()
+	rc = endpoint.ReceiverConfig{
+		JobID:                      jobID,
+		RootWithoutClientComponent: rootFs,
+		AppendClientIdentity:       in.GetAppendClientIdentity(),
+
+		InheritProperties:  recvOpts.Properties.Inherit,
+		OverrideProperties: recvOpts.Properties.Override,
+	}
+	if err := rc.Validate(); err != nil {
+		return rc, errors.Wrap(err, "cannot build receiver config")
+	}
+
+	return rc, nil
+}

daemon/job/build_jobs_test.go

@@ -2,12 +2,16 @@ package job
 
 import (
 	"fmt"
+	"path"
+	"path/filepath"
 	"testing"
 
+	"github.com/kr/pretty"
 	"github.com/stretchr/testify/assert"
 	"github.com/stretchr/testify/require"
 
 	"github.com/zrepl/zrepl/config"
+	"github.com/zrepl/zrepl/transport/tls"
 )
 
 func TestValidateReceivingSidesDoNotOverlap(t *testing.T) {
@@ -108,3 +112,145 @@ jobs:
 	}
 
 }
+
+func TestSampleConfigsAreBuiltWithoutErrors(t *testing.T) {
+	paths, err := filepath.Glob("../../config/samples/*")
+	if err != nil {
+		t.Errorf("glob failed: %+v", err)
+	}
+
+	for _, p := range paths {
+
+		if path.Ext(p) != ".yml" {
+			t.Logf("skipping file %s", p)
+			continue
+		}
+
+		t.Run(p, func(t *testing.T) {
+			c, err := config.ParseConfig(p)
+			if err != nil {
+				t.Errorf("error parsing %s:\n%+v", p, err)
+			}
+
+			t.Logf("file: %s", p)
+			t.Log(pretty.Sprint(c))
+
+			tls.FakeCertificateLoading(t)
+			jobs, err := JobsFromConfig(c)
+			t.Logf("jobs: %#v", jobs)
+			assert.NoError(t, err)
+		})
+
+	}
+
+}
+
+func TestReplicationOptions(t *testing.T) {
+	tmpl := `
+jobs:
+- name: foo
+  type: push
+  connect:
+    type: local
+    listener_name: foo
+    client_identity: bar
+  filesystems: {"<": true}
+  %s
+  snapshotting:
+    type: manual
+  pruning:
+    keep_sender:
+    - type: last_n
+      count: 10
+    keep_receiver:
+    - type: last_n
+      count: 10
+`
+
+	type Test struct {
+		name        string
+		input       string
+		expectOk    func(t *testing.T, a *ActiveSide, m *modePush)
+		expectError bool
+	}
+
+	tests := []Test{
+		{
+			name: "defaults",
+			input: `
+  replication: {}
+`,
+			expectOk: func(t *testing.T, a *ActiveSide, m *modePush) {},
+		},
+		{
+			name: "steps_zero",
+			input: `
+  replication:
+    concurrency:
+      steps: 0
+`,
+			expectError: true,
+		},
+		{
+			name: "size_estimates_zero",
+			input: `
+  replication:
+    concurrency:
+      size_estimates: 0
+`,
+			expectError: true,
+		},
+		{
+			name: "custom_values",
+			input: `
+  replication:
+    concurrency:
+      steps: 23
+      size_estimates: 42
+`,
+			expectOk: func(t *testing.T, a *ActiveSide, m *modePush) {
+				assert.Equal(t, 23, a.replicationDriverConfig.StepQueueConcurrency)
+				assert.Equal(t, 42, m.plannerPolicy.SizeEstimationConcurrency)
+			},
+		},
+		{
+			name: "negative_values_forbidden",
+			input: `
+  replication:
+    concurrency:
+      steps: -23
+      size_estimates: -42
+`,
+			expectError: true,
+		},
+	}
+
+	fill := func(s string) string { return fmt.Sprintf(tmpl, s) }
+
+	for _, ts := range tests {
+		t.Run(ts.name, func(t *testing.T) {
+			assert.True(t, (ts.expectError) != (ts.expectOk != nil))
+
+			cstr := fill(ts.input)
+			t.Logf("testing config:\n%s", cstr)
+			c, err := config.ParseConfigBytes([]byte(cstr))
+			require.NoError(t, err)
+			jobs, err := JobsFromConfig(c)
+			if ts.expectOk != nil {
+				require.NoError(t, err)
+				require.NotNil(t, c)
+				require.NoError(t, err)
+				require.Len(t, jobs, 1)
+				a := jobs[0].(*ActiveSide)
+				m := a.mode.(*modePush)
+				ts.expectOk(t, a, m)
+			} else if ts.expectError {
+				require.Error(t, err)
+			} else {
+				t.Fatalf("test must define expectOk or expectError")
+			}
+
+		})
+	}
+
+}

daemon/job/job.go

@@ -7,6 +7,7 @@ import (
 
 	"github.com/prometheus/client_golang/prometheus"
 
+	"github.com/zrepl/zrepl/daemon/logging"
 	"github.com/zrepl/zrepl/endpoint"
 	"github.com/zrepl/zrepl/logger"
 	"github.com/zrepl/zrepl/zfs"
@@ -14,21 +15,8 @@ import (
 
 type Logger = logger.Logger
 
-type contextKey int
-
-const (
-	contextKeyLog contextKey = iota
-)
-
 func GetLogger(ctx context.Context) Logger {
-	if l, ok := ctx.Value(contextKeyLog).(Logger); ok {
+	return logging.GetLogger(ctx, logging.SubsysJob)
-		return l
-	}
-	return logger.NewNullLogger()
-}
-
-func WithLogger(ctx context.Context, l Logger) context.Context {
-	return context.WithValue(ctx, contextKeyLog, l)
 }
 
 type Job interface {

daemon/job/passive.go

@@ -7,8 +7,9 @@ import (
 	"github.com/pkg/errors"
 	"github.com/prometheus/client_golang/prometheus"
 
+	"github.com/zrepl/zrepl/daemon/logging/trace"
+
 	"github.com/zrepl/zrepl/config"
-	"github.com/zrepl/zrepl/daemon/filters"
 	"github.com/zrepl/zrepl/daemon/logging"
 	"github.com/zrepl/zrepl/daemon/snapper"
 	"github.com/zrepl/zrepl/endpoint"
@@ -47,19 +48,9 @@ func (m *modeSink) SnapperReport() *snapper.Report { return nil }
 func modeSinkFromConfig(g *config.Global, in *config.SinkJob, jobID endpoint.JobID) (m *modeSink, err error) {
 	m = &modeSink{}
 
-	rootDataset, err := zfs.NewDatasetPath(in.RootFS)
+	m.receiverConfig, err = buildReceiverConfig(in, jobID)
 	if err != nil {
-		return nil, errors.New("root dataset is not a valid zfs filesystem path")
+		return nil, err
-	}
-
-	m.receiverConfig = endpoint.ReceiverConfig{
-		JobID:                      jobID,
-		RootWithoutClientComponent: rootDataset,
-		AppendClientIdentity:       true, // !
-		UpdateLastReceivedHold:     true,
-	}
-	if err := m.receiverConfig.Validate(); err != nil {
-		return nil, errors.Wrap(err, "cannot build receiver config")
 	}
 
 	return m, nil
@@ -73,17 +64,13 @@ type modeSource struct {
 func modeSourceFromConfig(g *config.Global, in *config.SourceJob, jobID endpoint.JobID) (m *modeSource, err error) {
 	// FIXME exact dedup of modePush
 	m = &modeSource{}
-	fsf, err := filters.DatasetMapFilterFromConfig(in.Filesystems)
+
+	m.senderConfig, err = buildSenderConfig(in, jobID)
 	if err != nil {
-		return nil, errors.Wrap(err, "cannot build filesystem filter")
+		return nil, errors.Wrap(err, "send options")
-	}
-	m.senderConfig = &endpoint.SenderConfig{
-		FSF:     fsf,
-		Encrypt: &zfs.NilBool{B: in.Send.Encrypted},
-		JobID:   jobID,
 	}
 
-	if m.snapper, err = snapper.FromConfig(g, fsf, in.Snapshotting); err != nil {
+	if m.snapper, err = snapper.FromConfig(g, m.senderConfig.FSF, in.Snapshotting); err != nil {
 		return nil, errors.Wrap(err, "cannot build snapper")
 	}
 
@@ -164,12 +151,14 @@ func (j *PassiveSide) SenderConfig() *endpoint.SenderConfig {
 func (*PassiveSide) RegisterMetrics(registerer prometheus.Registerer) {}
 
 func (j *PassiveSide) Run(ctx context.Context) {
-
+	ctx, endTask := trace.WithTaskAndSpan(ctx, "passive-side-job", j.Name())
+	defer endTask()
 	log := GetLogger(ctx)
 	defer log.Info("job exiting")
-	ctx = logging.WithSubsystemLoggers(ctx, log)
 	{
-		ctx, cancel := context.WithCancel(ctx) // shadowing
+		ctx, endTask := trace.WithTask(ctx, "periodic") // shadowing
+		defer endTask()
+		ctx, cancel := context.WithCancel(ctx)
 		defer cancel()
 		go j.mode.RunPeriodic(ctx)
 	}
@@ -179,8 +168,14 @@ func (j *PassiveSide) Run(ctx context.Context) {
 		panic(fmt.Sprintf("implementation error: j.mode.Handler() returned nil: %#v", j))
 	}
 
-	ctxInterceptor := func(handlerCtx context.Context) context.Context {
+	ctxInterceptor := func(handlerCtx context.Context, info rpc.HandlerContextInterceptorData, handler func(ctx context.Context)) {
-		return logging.WithSubsystemLoggers(handlerCtx, log)
+		// the handlerCtx is clean => need to inherit logging and tracing config from job context
+		handlerCtx = logging.WithInherit(handlerCtx, ctx)
+		handlerCtx = trace.WithInherit(handlerCtx, ctx)
+
+		handlerCtx, endTask := trace.WithTaskAndSpan(handlerCtx, "handler", fmt.Sprintf("job=%q client=%q method=%q", j.Name(), info.ClientIdentity(), info.FullMethod()))
+		defer endTask()
+		handler(handlerCtx)
 	}
 
 	rpcLoggers := rpc.GetLoggersOrPanic(ctx) // WithSubsystemLoggers above

daemon/job/snapjob.go

@@ -2,15 +2,19 @@ package job
 
 import (
 	"context"
+	"fmt"
 	"sort"
+	"sync"
 
 	"github.com/pkg/errors"
 	"github.com/prometheus/client_golang/prometheus"
 
+	"github.com/zrepl/zrepl/daemon/logging/trace"
+	"github.com/zrepl/zrepl/util/nodefault"
+
 	"github.com/zrepl/zrepl/config"
 	"github.com/zrepl/zrepl/daemon/filters"
 	"github.com/zrepl/zrepl/daemon/job/wakeup"
-	"github.com/zrepl/zrepl/daemon/logging"
 	"github.com/zrepl/zrepl/daemon/pruner"
 	"github.com/zrepl/zrepl/daemon/snapper"
 	"github.com/zrepl/zrepl/endpoint"
@@ -27,7 +31,8 @@ type SnapJob struct {
 
 	promPruneSecs *prometheus.HistogramVec // labels: prune_side
 
-	pruner *pruner.Pruner
+	prunerMtx sync.Mutex
+	pruner    *pruner.Pruner
 }
 
 func (j *SnapJob) Name() string { return j.name.String() }
@@ -75,9 +80,11 @@ type SnapJobStatus struct {
 func (j *SnapJob) Status() *Status {
 	s := &SnapJobStatus{}
 	t := j.Type()
+	j.prunerMtx.Lock()
 	if j.pruner != nil {
 		s.Pruning = j.pruner.Report()
 	}
+	j.prunerMtx.Unlock()
 	s.Snapshotting = j.snapper.Report()
 	return &Status{Type: t, JobSpecific: s}
 }
@@ -89,15 +96,18 @@ func (j *SnapJob) OwnedDatasetSubtreeRoot() (rfs *zfs.DatasetPath, ok bool) {
 func (j *SnapJob) SenderConfig() *endpoint.SenderConfig { return nil }
 
 func (j *SnapJob) Run(ctx context.Context) {
+	ctx, endTask := trace.WithTaskAndSpan(ctx, "snap-job", j.Name())
+	defer endTask()
 	log := GetLogger(ctx)
-	ctx = logging.WithSubsystemLoggers(ctx, log)
 
 	defer log.Info("job exiting")
 
 	periodicDone := make(chan struct{})
 	ctx, cancel := context.WithCancel(ctx)
 	defer cancel()
-	go j.snapper.Run(ctx, periodicDone)
+	periodicCtx, endTask := trace.WithTask(ctx, "snapshotting")
+	defer endTask()
+	go j.snapper.Run(periodicCtx, periodicDone)
 
 	invocationCount := 0
 outer:
@@ -112,8 +122,10 @@ outer:
 		case <-periodicDone:
 		}
 		invocationCount++
-		invLog := log.WithField("invocation", invocationCount)
+
-		j.doPrune(WithLogger(ctx, invLog))
+		invocationCtx, endSpan := trace.WithSpan(ctx, fmt.Sprintf("invocation-%d", invocationCount))
+		j.doPrune(invocationCtx)
+		endSpan()
 	}
 }
 
@@ -161,15 +173,18 @@ func (h alwaysUpToDateReplicationCursorHistory) ListFilesystems(ctx context.Cont
 }
 
 func (j *SnapJob) doPrune(ctx context.Context) {
+	ctx, endSpan := trace.WithSpan(ctx, "snap-job-do-prune")
+	defer endSpan()
 	log := GetLogger(ctx)
-	ctx = logging.WithSubsystemLoggers(ctx, log)
 	sender := endpoint.NewSender(endpoint.SenderConfig{
 		JobID: j.name,
 		FSF:   j.fsfilter,
 		// FIXME encryption setting is irrelevant for SnapJob because the endpoint is only used as pruner.Target
-		Encrypt: &zfs.NilBool{B: true},
+		Encrypt: &nodefault.Bool{B: true},
 	})
+	j.prunerMtx.Lock()
 	j.pruner = j.prunerFactory.BuildLocalPruner(ctx, sender, alwaysUpToDateReplicationCursorHistory{sender})
+	j.prunerMtx.Unlock()
 	log.Info("start pruning")
 	j.pruner.Prune()
 	log.Info("finished pruning")

daemon/logging/build_logging.go

@@ -11,18 +11,9 @@ import (
 	"github.com/pkg/errors"
 
 	"github.com/zrepl/zrepl/config"
-	"github.com/zrepl/zrepl/daemon/hooks"
+	"github.com/zrepl/zrepl/daemon/logging/trace"
-	"github.com/zrepl/zrepl/daemon/pruner"
-	"github.com/zrepl/zrepl/daemon/snapper"
-	"github.com/zrepl/zrepl/endpoint"
 	"github.com/zrepl/zrepl/logger"
-	"github.com/zrepl/zrepl/replication/driver"
-	"github.com/zrepl/zrepl/replication/logic"
-	"github.com/zrepl/zrepl/rpc"
-	"github.com/zrepl/zrepl/rpc/transportmux"
 	"github.com/zrepl/zrepl/tlsconf"
-	"github.com/zrepl/zrepl/transport"
-	"github.com/zrepl/zrepl/zfs/zfscmd"
 )
 
 func OutletsFromConfig(in config.LoggingOutletEnumList) (*logger.Outlets, error) {
@@ -70,6 +61,8 @@ func OutletsFromConfig(in config.LoggingOutletEnumList) (*logger.Outlets, error)
 type Subsystem string
 
 const (
+	SubsysMeta         Subsystem = "meta"
+	SubsysJob          Subsystem = "job"
 	SubsysReplication  Subsystem = "repl"
 	SubsysEndpoint     Subsystem = "endpoint"
 	SubsysPruning      Subsystem = "pruning"
@@ -81,30 +74,103 @@ const (
 	SubsysRPCControl   Subsystem = "rpc.ctrl"
 	SubsysRPCData      Subsystem = "rpc.data"
 	SubsysZFSCmd       Subsystem = "zfs.cmd"
+	SubsysTraceData    Subsystem = "trace.data"
+	SubsysPlatformtest Subsystem = "platformtest"
 )
 
-func WithSubsystemLoggers(ctx context.Context, log logger.Logger) context.Context {
+var AllSubsystems = []Subsystem{
-	ctx = logic.WithLogger(ctx, log.WithField(SubsysField, SubsysReplication))
+	SubsysMeta,
-	ctx = driver.WithLogger(ctx, log.WithField(SubsysField, SubsysReplication))
+	SubsysJob,
-	ctx = endpoint.WithLogger(ctx, log.WithField(SubsysField, SubsysEndpoint))
+	SubsysReplication,
-	ctx = pruner.WithLogger(ctx, log.WithField(SubsysField, SubsysPruning))
+	SubsysEndpoint,
-	ctx = snapper.WithLogger(ctx, log.WithField(SubsysField, SubsysSnapshot))
+	SubsysPruning,
-	ctx = hooks.WithLogger(ctx, log.WithField(SubsysField, SubsysHooks))
+	SubsysSnapshot,
-	ctx = transport.WithLogger(ctx, log.WithField(SubsysField, SubsysTransport))
+	SubsysHooks,
-	ctx = transportmux.WithLogger(ctx, log.WithField(SubsysField, SubsysTransportMux))
+	SubsysTransport,
-	ctx = zfscmd.WithLogger(ctx, log.WithField(SubsysField, SubsysZFSCmd))
+	SubsysTransportMux,
-	ctx = rpc.WithLoggers(ctx,
+	SubsysRPC,
-		rpc.Loggers{
+	SubsysRPCControl,
-			General: log.WithField(SubsysField, SubsysRPC),
+	SubsysRPCData,
-			Control: log.WithField(SubsysField, SubsysRPCControl),
+	SubsysZFSCmd,
-			Data:    log.WithField(SubsysField, SubsysRPCData),
+	SubsysTraceData,
-		},
+	SubsysPlatformtest,
-	)
-	return ctx
 }
 
-func LogSubsystem(log logger.Logger, subsys Subsystem) logger.Logger {
+type injectedField struct {
-	return log.ReplaceField(SubsysField, subsys)
+	field  string
+	value  interface{}
+	parent *injectedField
+}
+
+func WithInjectedField(ctx context.Context, field string, value interface{}) context.Context {
+	var parent *injectedField
+	parentI := ctx.Value(contextKeyInjectedField)
+	if parentI != nil {
+		parent = parentI.(*injectedField)
+	}
+	// TODO sanity-check `field` now
+	this := &injectedField{field, value, parent}
+	return context.WithValue(ctx, contextKeyInjectedField, this)
+}
+
+func iterInjectedFields(ctx context.Context, cb func(field string, value interface{})) {
+	injI := ctx.Value(contextKeyInjectedField)
+	if injI == nil {
+		return
+	}
+	inj := injI.(*injectedField)
+	for ; inj != nil; inj = inj.parent {
+		cb(inj.field, inj.value)
+	}
+}
+
+type SubsystemLoggers map[Subsystem]logger.Logger
+
+func SubsystemLoggersWithUniversalLogger(l logger.Logger) SubsystemLoggers {
+	loggers := make(SubsystemLoggers)
+	for _, s := range AllSubsystems {
+		loggers[s] = l
+	}
+	return loggers
+}
+
+func WithLoggers(ctx context.Context, loggers SubsystemLoggers) context.Context {
+	return context.WithValue(ctx, contextKeyLoggers, loggers)
+}
+
+func GetLoggers(ctx context.Context) SubsystemLoggers {
+	loggers, ok := ctx.Value(contextKeyLoggers).(SubsystemLoggers)
+	if !ok {
+		return nil
+	}
+	return loggers
+}
+
+func GetLogger(ctx context.Context, subsys Subsystem) logger.Logger {
+	return getLoggerImpl(ctx, subsys, true)
+}
+
+func getLoggerImpl(ctx context.Context, subsys Subsystem, panicIfEnded bool) logger.Logger {
+	loggers, ok := ctx.Value(contextKeyLoggers).(SubsystemLoggers)
+	if !ok || loggers == nil {
+		return logger.NewNullLogger()
+	}
+	l, ok := loggers[subsys]
+	if !ok {
+		return logger.NewNullLogger()
+	}
+
+	l = l.WithField(SubsysField, subsys)
+
+	l = l.WithField(SpanField, trace.GetSpanStackOrDefault(ctx, *trace.StackKindId, "NOSPAN"))
+
+	fields := make(logger.Fields)
+	iterInjectedFields(ctx, func(field string, value interface{}) {
+		fields[field] = value
+	})
+	l = l.WithFields(fields)
+
+	return l
 }
 
 func parseLogFormat(i interface{}) (f EntryFormatter, err error) {

daemon/logging/logging_context.go

@@ -0,0 +1,24 @@
+package logging
+
+import "context"
+
+type contextKey int
+
+const (
+	contextKeyLoggers contextKey = 1 + iota
+	contextKeyInjectedField
+)
+
+var contextKeys = []contextKey{
+	contextKeyLoggers,
+	contextKeyInjectedField,
+}
+
+func WithInherit(ctx, inheritFrom context.Context) context.Context {
+	for _, k := range contextKeys {
+		if v := inheritFrom.Value(k); v != nil {
+			ctx = context.WithValue(ctx, k, v) // no shadow
+		}
+	}
+	return ctx
+}

daemon/logging/logging_formatters.go

@@ -22,6 +22,7 @@ const (
 const (
 	JobField    string = "job"
 	SubsysField string = "subsystem"
+	SpanField   string = "span"
 )
 
 type MetadataFlags int64
@@ -85,7 +86,7 @@ func (f *HumanFormatter) Format(e *logger.Entry) (out []byte, err error) {
 		fmt.Fprintf(&line, "[%s]", col.Sprint(e.Level.Short()))
 	}
 
-	prefixFields := []string{JobField, SubsysField}
+	prefixFields := []string{JobField, SubsysField, SpanField}
 	prefixed := make(map[string]bool, len(prefixFields)+2)
 	for _, field := range prefixFields {
 		val, ok := e.Fields[field]
@@ -174,8 +175,8 @@ func (f *LogfmtFormatter) Format(e *logger.Entry) ([]byte, error) {
 	}
 
 	// at least try and put job and task in front
-	prefixed := make(map[string]bool, 2)
+	prefixed := make(map[string]bool, 3)
-	prefix := []string{JobField, SubsysField}
+	prefix := []string{JobField, SubsysField, SpanField}
 	for _, pf := range prefix {
 		v, ok := e.Fields[pf]
 		if !ok {

daemon/logging/trace/trace.go

@@ -0,0 +1,425 @@
+// package trace provides activity tracing via ctx through Tasks and Spans
+//
+// Basic Concepts
+//
+// Tracing can be used to identify where a piece of code spends its time.
+//
+// The Go standard library provides package runtime/trace which is useful to identify CPU bottlenecks or
+// to understand what happens inside the Go runtime.
+// However, it is not ideal for application level tracing, in particular if those traces should be understandable
+// to tech-savvy users (albeit not developers).
+//
+// This package provides the concept of Tasks and Spans to express what activity is happening within an application:
+//
+//  - Neither task nor span is really tangible but instead contained within the context.Context tree
+//  - Tasks represent concurrent activity (i.e. goroutines).
+//  - Spans represent a semantic stack trace within a task.
+//
+// As a consequence, whenever a context is propagated across goroutine boundary, you need to create a child task:
+//
+//   go func(ctx context.Context) {
+//     ctx, endTask = WithTask(ctx, "what-happens-inside-the-child-task")
+//     defer endTask()
+//     // ...
+//   }(ctx)
+//
+// Within the task, you can open up a hierarchy of spans.
+// In contrast to tasks, which have can multiple concurrently running child tasks,
+// spans must nest and not cross the goroutine boundary.
+//
+//  ctx, endSpan = WithSpan(ctx, "copy-dir")
+//  defer endSpan()
+//  for _, f := range dir.Files() {
+//    func() {
+//      ctx, endSpan := WithSpan(ctx, fmt.Sprintf("copy-file %q", f))
+//      defer endspan()
+//      b, _ := ioutil.ReadFile(f)
+//      _ = ioutil.WriteFile(f + ".copy", b, 0600)
+//    }()
+//  }
+//
+// In combination:
+//  ctx, endTask = WithTask(ctx, "copy-dirs")
+//  defer endTask()
+//  for i := range dirs {
+//    go func(dir string) {
+//      ctx, endTask := WithTask(ctx, "copy-dir")
+//      defer endTask()
+//      for _, f := range filesIn(dir) {
+//        func() {
+//          ctx, endSpan := WithSpan(ctx, fmt.Sprintf("copy-file %q", f))
+//          defer endspan()
+//          b, _ := ioutil.ReadFile(f)
+//          _ = ioutil.WriteFile(f + ".copy", b, 0600)
+//        }()
+//      }
+//    }()
+//  }
+//
+// Note that a span ends at the time you call endSpan - not before and not after that.
+// If you violate the stack-like nesting of spans by forgetting an endSpan() invocation,
+// the out-of-order endSpan() will panic.
+//
+// A similar rule applies to the endTask closure returned by WithTask:
+// If a task has live child tasks at the time you call endTask(), the call will panic.
+//
+// Recovering from endSpan() or endTask() panics will corrupt the trace stack and lead to corrupt tracefile output.
+//
+//
+// Best Practices For Naming Tasks And Spans
+//
+// Tasks should always have string constants as names, and must not contain the `#` character. WHy?
+// First, the visualization by chrome://tracing draws a horizontal bar for each task in the trace.
+// Also, the package appends `#NUM` for each concurrently running instance of a task name.
+// Note that the `#NUM` suffix will be reused if a task has ended, in order to avoid an
+// infinite number of horizontal bars in the visualization.
+//
+//
+// Chrome-compatible Tracefile Support
+//
+// The activity trace generated by usage of WithTask and WithSpan can be rendered to a JSON output file
+// that can be loaded into chrome://tracing .
+// Apart from function GetSpanStackOrDefault, this is the main benefit of this package.
+//
+// First, there is a convenience environment variable 'ZREPL_ACTIVITY_TRACE' that can be set to an output path.
+// From process start onward, a trace is written to that path.
+//
+// More consumers can attach to the activity trace through the ChrometraceClientWebsocketHandler websocket handler.
+//
+// If a write error is encountered with any consumer (including the env-var based one), the consumer is closed and
+// will not receive further trace output.
+package trace
+
+import (
+	"context"
+	"fmt"
+	"os"
+	runtimedebug "runtime/debug"
+	"strings"
+	"time"
+
+	"github.com/kr/pretty"
+	"github.com/pkg/errors"
+	"github.com/prometheus/client_golang/prometheus"
+
+	"github.com/zrepl/zrepl/util/chainlock"
+)
+
+var metrics struct {
+	activeTasks prometheus.Gauge
+}
+var taskNamer *uniqueConcurrentTaskNamer = newUniqueTaskNamer()
+
+func init() {
+	metrics.activeTasks = prometheus.NewGauge(prometheus.GaugeOpts{
+		Namespace: "zrepl",
+		Subsystem: "trace",
+		Name:      "active_tasks",
+		Help:      "number of active (tracing-level) tasks in the daemon",
+	})
+}
+
+func RegisterMetrics(r prometheus.Registerer) {
+	r.MustRegister(metrics.activeTasks)
+}
+
+type traceNode struct {
+	// NOTE: members with prefix debug are only valid if the package variable debugEnabled is true.
+
+	id                 string
+	annotation         string
+	parentTask         *traceNode
+	debugCreationStack string // debug: stack trace of when the traceNode was created
+
+	mtx chainlock.L
+
+	activeChildTasks      int32               // only for task nodes, insignificant for span nodes
+	debugActiveChildTasks map[*traceNode]bool // debug: set of active child tasks
+	parentSpan            *traceNode
+	activeChildSpan       *traceNode // nil if task or span doesn't have an active child span
+
+	startedAt time.Time
+	endedAt   time.Time
+}
+
+func (s *traceNode) StartedAt() time.Time { return s.startedAt }
+func (s *traceNode) EndedAt() time.Time   { return s.endedAt }
+
+// caller must hold mtx
+func (s *traceNode) debugString() string {
+	if !debugEnabled {
+		return "<debugEnabled=false>"
+	}
+	return pretty.Sprint(s)
+}
+
+// Returned from WithTask or WithSpan.
+// Must be called once the task or span ends.
+// See package-level docs for nesting rules.
+// Wrong call order / forgetting to call it will result in panics.
+type DoneFunc func()
+
+var ErrTaskStillHasActiveChildTasks = fmt.Errorf("end task: task still has active child tasks")
+
+// Start a new root task or create a child task of an existing task.
+//
+// This is required when starting a new goroutine and
+// passing an existing task context to it.
+//
+// taskName should be a constantand must not contain '#'
+//
+// The implementation ensures that,
+// if multiple tasks with the same name exist simultaneously,
+// a unique suffix is appended to uniquely identify the task opened with this function.
+func WithTask(ctx context.Context, taskName string) (context.Context, DoneFunc) {
+
+	var parentTask *traceNode
+	nodeI := ctx.Value(contextKeyTraceNode)
+	if nodeI != nil {
+		node := nodeI.(*traceNode)
+		if node.parentSpan != nil {
+			parentTask = node.parentTask
+		} else {
+			parentTask = node
+		}
+	}
+	// find the first ancestor that hasn't ended yet (nil if need be)
+	if parentTask != nil {
+		parentTask.mtx.Lock()
+	}
+	for parentTask != nil && !parentTask.endedAt.IsZero() {
+		thisParent := parentTask
+		parentTask = parentTask.parentTask
+		// lock parent first such that it isn't modified by other callers to thisParent
+		if parentTask != nil {
+			parentTask.mtx.Lock()
+		}
+		thisParent.mtx.Unlock()
+	}
+	// invariant: either parentTask != nil and we hold the lock on parentTask, or parentTask is nil
+
+	taskName, taskNameDone := taskNamer.UniqueConcurrentTaskName(taskName)
+
+	this := &traceNode{
+		id:               genID(),
+		annotation:       taskName,
+		parentTask:       parentTask,
+		activeChildTasks: 0,
+		parentSpan:       nil,
+		activeChildSpan:  nil,
+
+		startedAt: time.Now(),
+		endedAt:   time.Time{},
+	}
+
+	if debugEnabled {
+		this.debugCreationStack = string(runtimedebug.Stack())
+		this.debugActiveChildTasks = map[*traceNode]bool{}
+	}
+
+	if parentTask != nil {
+		this.parentTask.activeChildTasks++
+		if debugEnabled {
+			this.parentTask.debugActiveChildTasks[this] = true
+		}
+		parentTask.mtx.Unlock()
+	}
+
+	ctx = context.WithValue(ctx, contextKeyTraceNode, this)
+
+	chrometraceBeginTask(this)
+
+	metrics.activeTasks.Inc()
+
+	endTaskFunc := func() {
+
+		// only hold locks while manipulating the tree
+		// (trace writer might block too long and unlike spans, tasks are updated concurrently)
+		alreadyEnded := func() (alreadyEnded bool) {
+			if this.parentTask != nil {
+				defer this.parentTask.mtx.Lock().Unlock()
+			}
+			defer this.mtx.Lock().Unlock()
+
+			if this.activeChildTasks != 0 {
+				if debugEnabled {
+					// the debugString can be quite long and panic won't print it completely
+					fmt.Fprintf(os.Stderr, "going to panic due to activeChildTasks:\n%s\n", this.debugString())
+				}
+				panic(errors.WithMessagef(ErrTaskStillHasActiveChildTasks, "end task: %v active child tasks\n", this.activeChildTasks))
+			}
+
+			// support idempotent task ends
+			if !this.endedAt.IsZero() {
+				return true
+			}
+			this.endedAt = time.Now()
+
+			if this.parentTask != nil {
+				this.parentTask.activeChildTasks--
+				if debugEnabled {
+					delete(this.parentTask.debugActiveChildTasks, this)
+				}
+				if this.parentTask.activeChildTasks < 0 {
+					if debugEnabled {
+						// the debugString can be quite long and panic won't print it completely
+						fmt.Fprintf(os.Stderr, "going to panic due to activeChildTasks < 0:\n%s\n", this.parentTask.debugString())
+					}
+					panic(fmt.Sprintf("impl error: parent task with negative activeChildTasks count: %v", this.parentTask.activeChildTasks))
+				}
+			}
+			return false
+		}()
+		if alreadyEnded {
+			return
+		}
+
+		chrometraceEndTask(this)
+
+		metrics.activeTasks.Dec()
+
+		taskNameDone()
+	}
+
+	return ctx, endTaskFunc
+}
+
+var ErrAlreadyActiveChildSpan = fmt.Errorf("create child span: span already has an active child span")
+var ErrSpanStillHasActiveChildSpan = fmt.Errorf("end span: span still has active child spans")
+
+// Start a new span.
+// Important: ctx must have an active task (see WithTask)
+func WithSpan(ctx context.Context, annotation string) (context.Context, DoneFunc) {
+	var parentSpan, parentTask *traceNode
+	nodeI := ctx.Value(contextKeyTraceNode)
+	if nodeI != nil {
+		parentSpan = nodeI.(*traceNode)
+		if parentSpan.parentSpan == nil {
+			parentTask = parentSpan
+		} else {
+			parentTask = parentSpan.parentTask
+		}
+	} else {
+		panic("must be called from within a task")
+	}
+
+	this := &traceNode{
+		id:              genID(),
+		annotation:      annotation,
+		parentTask:      parentTask,
+		parentSpan:      parentSpan,
+		activeChildSpan: nil,
+
+		startedAt: time.Now(),
+		endedAt:   time.Time{},
+	}
+
+	if debugEnabled {
+		this.debugCreationStack = string(runtimedebug.Stack())
+	}
+
+	parentSpan.mtx.HoldWhile(func() {
+		if parentSpan.activeChildSpan != nil {
+			panic(ErrAlreadyActiveChildSpan)
+		}
+		parentSpan.activeChildSpan = this
+	})
+
+	ctx = context.WithValue(ctx, contextKeyTraceNode, this)
+	chrometraceBeginSpan(this)
+	callbackEndSpan := callbackBeginSpan(ctx)
+
+	endTaskFunc := func() {
+
+		defer parentSpan.mtx.Lock().Unlock()
+		if parentSpan.activeChildSpan != this && this.endedAt.IsZero() {
+			panic("impl error: activeChildSpan should not change while != nil because there can only be one")
+		}
+
+		defer this.mtx.Lock().Unlock()
+		if this.activeChildSpan != nil {
+			panic(ErrSpanStillHasActiveChildSpan)
+		}
+
+		if !this.endedAt.IsZero() {
+			return // support idempotent span ends
+		}
+
+		parentSpan.activeChildSpan = nil
+		this.endedAt = time.Now()
+
+		chrometraceEndSpan(this)
+		callbackEndSpan(this)
+	}
+
+	return ctx, endTaskFunc
+}
+
+type StackKind struct {
+	symbolizeTask func(t *traceNode) string
+	symbolizeSpan func(s *traceNode) string
+}
+
+var (
+	StackKindId = &StackKind{
+		symbolizeTask: func(t *traceNode) string { return t.id },
+		symbolizeSpan: func(s *traceNode) string { return s.id },
+	}
+	SpanStackKindCombined = &StackKind{
+		symbolizeTask: func(t *traceNode) string { return fmt.Sprintf("(%s %q)", t.id, t.annotation) },
+		symbolizeSpan: func(s *traceNode) string { return fmt.Sprintf("(%s %q)", s.id, s.annotation) },
+	}
+	SpanStackKindAnnotation = &StackKind{
+		symbolizeTask: func(t *traceNode) string { return t.annotation },
+		symbolizeSpan: func(s *traceNode) string { return s.annotation },
+	}
+)
+
+func (n *traceNode) task() *traceNode {
+	task := n.parentTask
+	if n.parentSpan == nil {
+		task = n
+	}
+	return task
+}
+
+func (n *traceNode) TaskName() string {
+	task := n.task()
+	return task.annotation
+}
+
+func (this *traceNode) TaskAndSpanStack(kind *StackKind) (spanIdStack string) {
+	task := this.task()
+
+	var spansInTask []*traceNode
+	for s := this; s != nil; s = s.parentSpan {
+		spansInTask = append(spansInTask, s)
+	}
+
+	var tasks []*traceNode
+	for t := task; t != nil; t = t.parentTask {
+		tasks = append(tasks, t)
+	}
+
+	var taskIdsRev []string
+	for i := len(tasks) - 1; i >= 0; i-- {
+		taskIdsRev = append(taskIdsRev, kind.symbolizeTask(tasks[i]))
+	}
+
+	var spanIdsRev []string
+	for i := len(spansInTask) - 1; i >= 0; i-- {
+		spanIdsRev = append(spanIdsRev, kind.symbolizeSpan(spansInTask[i]))
+	}
+
+	taskStack := strings.Join(taskIdsRev, "$")
+	return fmt.Sprintf("%s$%s", taskStack, strings.Join(spanIdsRev, "."))
+}
+
+func GetSpanStackOrDefault(ctx context.Context, kind StackKind, def string) string {
+	if nI := ctx.Value(contextKeyTraceNode); nI != nil {
+		n := nI.(*traceNode)
+		return n.TaskAndSpanStack(StackKindId)
+	} else {
+		return def
+	}
+}

daemon/logging/trace/trace_callback.go

@@ -0,0 +1,54 @@
+package trace
+
+import (
+	"context"
+	"time"
+
+	"github.com/zrepl/zrepl/util/chainlock"
+)
+
+type SpanInfo interface {
+	StartedAt() time.Time
+	EndedAt() time.Time
+	TaskAndSpanStack(kind *StackKind) string
+}
+
+type Callback struct {
+	OnBegin func(ctx context.Context)
+	OnEnd   func(ctx context.Context, spanInfo SpanInfo)
+}
+
+var callbacks struct {
+	mtx chainlock.L
+	cs  []Callback
+}
+
+func RegisterCallback(c Callback) {
+	callbacks.mtx.HoldWhile(func() {
+		callbacks.cs = append(callbacks.cs, c)
+	})
+}
+
+func callbackBeginSpan(ctx context.Context) func(SpanInfo) {
+	// capture the current state of callbacks into a local variable
+	// this is safe because the slice is append-only and immutable
+
+	// (it is important that a callback registered _after_ callbackBeginSpin is called does not get called on OnEnd)
+
+	var cbs []Callback
+	callbacks.mtx.HoldWhile(func() {
+		cbs = callbacks.cs
+	})
+	for _, cb := range cbs {
+		if cb.OnBegin != nil {
+			cb.OnBegin(ctx)
+		}
+	}
+	return func(spanInfo SpanInfo) {
+		for _, cb := range cbs {
+			if cb.OnEnd != nil {
+				cb.OnEnd(ctx, spanInfo)
+			}
+		}
+	}
+}

daemon/logging/trace/trace_chrometrace.go

@@ -0,0 +1,230 @@
+package trace
+
+// The functions in this file are concerned with the generation
+// of trace files based on the information from WithTask and WithSpan.
+//
+// The emitted trace files are open-ended array of JSON objects
+// that follow the Chrome trace file format:
+//   https://docs.google.com/document/d/1CvAClvFfyA5R-PhYUmn5OOQtYMH4h6I0nSsKchNAySU/preview
+//
+// The emitted JSON can be loaded into Chrome's chrome://tracing view.
+//
+// The trace file can be written to a file whose path is specified in an env file,
+// and be written to web sockets established on ChrometraceHttpHandler
+
+import (
+	"bufio"
+	"bytes"
+	"encoding/json"
+	"fmt"
+	"io"
+	"os"
+	"sync"
+	"sync/atomic"
+
+	"golang.org/x/net/websocket"
+
+	"github.com/zrepl/zrepl/util/envconst"
+)
+
+var chrometracePID string
+
+func init() {
+	var err error
+	chrometracePID, err = os.Hostname()
+	if err != nil {
+		panic(err)
+	}
+	chrometracePID = fmt.Sprintf("%q", chrometracePID)
+}
+
+type chrometraceEvent struct {
+	Cat                       string   `json:"cat,omitempty"`
+	Name                      string   `json:"name"`
+	Stack                     []string `json:"stack,omitempty"`
+	Phase                     string   `json:"ph"`
+	TimestampUnixMicroseconds int64    `json:"ts"`
+	DurationMicroseconds      int64    `json:"dur,omitempty"`
+	Pid                       string   `json:"pid"`
+	Tid                       string   `json:"tid"`
+	Id                        string   `json:"id,omitempty"`
+}
+
+func chrometraceBeginSpan(s *traceNode) {
+	taskName := s.TaskName()
+	chrometraceWrite(chrometraceEvent{
+		Name:                      s.annotation,
+		Phase:                     "B",
+		TimestampUnixMicroseconds: s.startedAt.UnixNano() / 1000,
+		Pid:                       chrometracePID,
+		Tid:                       taskName,
+	})
+}
+
+func chrometraceEndSpan(s *traceNode) {
+	taskName := s.TaskName()
+	chrometraceWrite(chrometraceEvent{
+		Name:                      s.annotation,
+		Phase:                     "E",
+		TimestampUnixMicroseconds: s.endedAt.UnixNano() / 1000,
+		Pid:                       chrometracePID,
+		Tid:                       taskName,
+	})
+}
+
+var chrometraceFlowId uint64
+
+func chrometraceBeginTask(s *traceNode) {
+	chrometraceBeginSpan(s)
+
+	if s.parentTask == nil {
+		return
+	}
+	// beginning of a task that has a parent
+	// => use flow events to link parent and child
+
+	flowId := atomic.AddUint64(&chrometraceFlowId, 1)
+	flowIdStr := fmt.Sprintf("%x", flowId)
+
+	parentTask := s.parentTask.TaskName()
+	chrometraceWrite(chrometraceEvent{
+		Cat:                       "task", // seems to be necessary, otherwise the GUI shows some `indexOf` JS error
+		Name:                      "child-task",
+		Phase:                     "s",
+		TimestampUnixMicroseconds: s.startedAt.UnixNano() / 1000, // yes, the child's timestamp (=> from-point of the flow line is at right x-position of parent's bar)
+		Pid:                       chrometracePID,
+		Tid:                       parentTask,
+		Id:                        flowIdStr,
+	})
+
+	childTask := s.TaskName()
+	if parentTask == childTask {
+		panic(parentTask)
+	}
+	chrometraceWrite(chrometraceEvent{
+		Cat:                       "task", // seems to be necessary, otherwise the GUI shows some `indexOf` JS error
+		Name:                      "child-task",
+		Phase:                     "f",
+		TimestampUnixMicroseconds: s.startedAt.UnixNano() / 1000,
+		Pid:                       chrometracePID,
+		Tid:                       childTask,
+		Id:                        flowIdStr,
+	})
+}
+
+func chrometraceEndTask(s *traceNode) {
+	chrometraceEndSpan(s)
+}
+
+type chrometraceConsumerRegistration struct {
+	w io.Writer
+	// errored must have capacity 1, the writer thread will send to it non-blocking, then close it
+	errored chan error
+}
+
+var chrometraceConsumers struct {
+	register  chan chrometraceConsumerRegistration
+	consumers map[chrometraceConsumerRegistration]bool
+	write     chan []byte
+}
+
+func init() {
+	chrometraceConsumers.register = make(chan chrometraceConsumerRegistration)
+	chrometraceConsumers.consumers = make(map[chrometraceConsumerRegistration]bool)
+	chrometraceConsumers.write = make(chan []byte)
+	go func() {
+		kickConsumer := func(c chrometraceConsumerRegistration, err error) {
+			debug("chrometrace kicking consumer %#v after error %v", c, err)
+			select {
+			case c.errored <- err:
+			default:
+			}
+			close(c.errored)
+			delete(chrometraceConsumers.consumers, c)
+		}
+		for {
+			select {
+			case reg := <-chrometraceConsumers.register:
+				debug("registered chrometrace consumer %#v", reg)
+				chrometraceConsumers.consumers[reg] = true
+				n, err := reg.w.Write([]byte("[\n"))
+				if err != nil {
+					kickConsumer(reg, err)
+				} else if n != 2 {
+					kickConsumer(reg, fmt.Errorf("short write: %v", n))
+				}
+				// successfully registered
+
+			case buf := <-chrometraceConsumers.write:
+				debug("chrometrace write request: %s", string(buf))
+				var r bytes.Reader
+				for c := range chrometraceConsumers.consumers {
+					r.Reset(buf)
+					n, err := io.Copy(c.w, &r)
+					debug("chrometrace wrote n=%v bytes to consumer %#v", n, c)
+					if err != nil {
+						kickConsumer(c, err)
+					}
+				}
+			}
+		}
+	}()
+}
+
+func chrometraceWrite(i interface{}) {
+	var buf bytes.Buffer
+	err := json.NewEncoder(&buf).Encode(i)
+	if err != nil {
+		panic(err)
+	}
+	buf.WriteString(",")
+	chrometraceConsumers.write <- buf.Bytes()
+}
+
+func ChrometraceClientWebsocketHandler(conn *websocket.Conn) {
+	defer conn.Close()
+
+	var wg sync.WaitGroup
+	defer wg.Wait()
+	wg.Add(1)
+	go func() {
+		defer wg.Done()
+		r := bufio.NewReader(conn)
+		_, _, _ = r.ReadLine() // ignore errors
+		conn.Close()
+	}()
+
+	errored := make(chan error, 1)
+	chrometraceConsumers.register <- chrometraceConsumerRegistration{
+		w:       conn,
+		errored: errored,
+	}
+
+	wg.Add(1)
+	go func() {
+		defer wg.Done()
+		<-errored
+		conn.Close()
+	}()
+}
+
+var chrometraceFileConsumerPath = envconst.String("ZREPL_ACTIVITY_TRACE", "")
+
+func init() {
+	if chrometraceFileConsumerPath != "" {
+		var err error
+		f, err := os.Create(chrometraceFileConsumerPath)
+		if err != nil {
+			panic(err)
+		}
+		errored := make(chan error, 1)
+		chrometraceConsumers.register <- chrometraceConsumerRegistration{
+			w:       f,
+			errored: errored,
+		}
+		go func() {
+			<-errored
+			f.Close()
+		}()
+	}
+}

daemon/logging/trace/trace_context.go

@@ -0,0 +1,27 @@
+package trace
+
+import "context"
+
+type contextKey int
+
+const (
+	contextKeyTraceNode contextKey = 1 + iota
+)
+
+var contextKeys = []contextKey{
+	contextKeyTraceNode,
+}
+
+// WithInherit inherits the task hierarchy from inheritFrom into ctx.
+// The returned context is a child of ctx, but its task and span are those of inheritFrom.
+//
+// Note that in most use cases, callers most likely want to call WithTask since it will most likely
+// be in some sort of connection handler context.
+func WithInherit(ctx, inheritFrom context.Context) context.Context {
+	for _, k := range contextKeys {
+		if v := inheritFrom.Value(k); v != nil {
+			ctx = context.WithValue(ctx, k, v) // no shadow
+		}
+	}
+	return ctx
+}

daemon/logging/trace/trace_convenience.go

@@ -0,0 +1,78 @@
+package trace
+
+import (
+	"context"
+	"fmt"
+	"runtime"
+	"strings"
+	"sync"
+)
+
+// use like this:
+//
+//	defer WithSpanFromStackUpdateCtx(&existingCtx)()
+//
+//
+func WithSpanFromStackUpdateCtx(ctx *context.Context) DoneFunc {
+	childSpanCtx, end := WithSpan(*ctx, getMyCallerOrPanic())
+	*ctx = childSpanCtx
+	return end
+}
+
+// derive task name from call stack (caller's name)
+func WithTaskFromStack(ctx context.Context) (context.Context, DoneFunc) {
+	return WithTask(ctx, getMyCallerOrPanic())
+}
+
+// derive task name from call stack (caller's name) and update *ctx
+// to point to be the child task ctx
+func WithTaskFromStackUpdateCtx(ctx *context.Context) DoneFunc {
+	child, end := WithTask(*ctx, getMyCallerOrPanic())
+	*ctx = child
+	return end
+}
+
+// create a task and a span within it in one call
+func WithTaskAndSpan(ctx context.Context, task string, span string) (context.Context, DoneFunc) {
+	ctx, endTask := WithTask(ctx, task)
+	ctx, endSpan := WithSpan(ctx, fmt.Sprintf("%s %s", task, span))
+	return ctx, func() {
+		endSpan()
+		endTask()
+	}
+}
+
+// create a span during which several child tasks are spawned using the `add` function
+//
+// IMPORTANT FOR USERS: Caller must ensure that the capturing behavior is correct, the Go linter doesn't catch this.
+func WithTaskGroup(ctx context.Context, taskGroup string) (_ context.Context, add func(f func(context.Context)), waitEnd DoneFunc) {
+	var wg sync.WaitGroup
+	ctx, endSpan := WithSpan(ctx, taskGroup)
+	add = func(f func(context.Context)) {
+		wg.Add(1)
+		go func() {
+			defer wg.Done()
+			ctx, endTask := WithTask(ctx, taskGroup)
+			defer endTask()
+			f(ctx)
+		}()
+	}
+	waitEnd = func() {
+		wg.Wait()
+		endSpan()
+	}
+	return ctx, add, waitEnd
+}
+
+func getMyCallerOrPanic() string {
+	pc, _, _, ok := runtime.Caller(2)
+	if !ok {
+		panic("cannot get caller")
+	}
+	details := runtime.FuncForPC(pc)
+	if ok && details != nil {
+		const prefix = "github.com/zrepl/zrepl"
+		return strings.TrimPrefix(strings.TrimPrefix(details.Name(), prefix), "/")
+	}
+	return ""
+}

daemon/logging/trace/trace_convenience_test.go

@@ -0,0 +1,62 @@
+package trace
+
+import (
+	"context"
+	"sync/atomic"
+	"testing"
+	"time"
+
+	"github.com/stretchr/testify/assert"
+)
+
+func TestGetCallerOrPanic(t *testing.T) {
+	withStackFromCtxMock := func() string {
+		return getMyCallerOrPanic()
+	}
+	ret := withStackFromCtxMock()
+	// zrepl prefix is stripped
+	assert.Equal(t, "daemon/logging/trace.TestGetCallerOrPanic", ret)
+}
+
+func TestWithTaskGroupRunTasksConcurrently(t *testing.T) {
+
+	// spawn a task group where each task waits for the other to start
+	// => without concurrency, they would hang
+
+	rootCtx, endRoot := WithTaskFromStack(context.Background())
+	defer endRoot()
+
+	_, add, waitEnd := WithTaskGroup(rootCtx, "test-task-group")
+
+	schedulerTimeout := 2 * time.Second
+	timeout := time.After(schedulerTimeout)
+	var hadTimeout uint32
+	started0, started1 := make(chan struct{}), make(chan struct{})
+	for i := 0; i < 2; i++ {
+		i := i // capture by copy
+		add(func(ctx context.Context) {
+			switch i {
+			case 0:
+				close(started0)
+				select {
+				case <-started1:
+				case <-timeout:
+					atomic.AddUint32(&hadTimeout, 1)
+				}
+			case 1:
+				close(started1)
+				select {
+				case <-started0:
+				case <-timeout:
+					atomic.AddUint32(&hadTimeout, 1)
+				}
+			default:
+				panic("unreachable")
+			}
+		})
+	}
+
+	waitEnd()
+	assert.Zero(t, hadTimeout, "either bad impl or scheduler timeout (which is %v)", schedulerTimeout)
+
+}

daemon/logging/trace/trace_debug.go

@@ -0,0 +1,17 @@
+package trace
+
+import (
+	"fmt"
+	"os"
+
+	"github.com/zrepl/zrepl/util/envconst"
+)
+
+var debugEnabled = envconst.Bool("ZREPL_TRACE_DEBUG_ENABLED", false)
+
+func debug(format string, args ...interface{}) {
+	if !debugEnabled {
+		return
+	}
+	fmt.Fprintf(os.Stderr, format+"\n", args...)
+}

daemon/logging/trace/trace_genID.go

@@ -0,0 +1,38 @@
+package trace
+
+import (
+	"encoding/base64"
+	"math/rand"
+	"strings"
+
+	"github.com/zrepl/zrepl/util/envconst"
+)
+
+var genIdNumBytes = envconst.Int("ZREPL_TRACE_ID_NUM_BYTES", 3)
+
+func init() {
+	if genIdNumBytes < 1 {
+		panic("trace node id byte length must be at least 1")
+	}
+}
+
+func genID() string {
+	var out strings.Builder
+	enc := base64.NewEncoder(base64.RawStdEncoding, &out)
+	buf := make([]byte, genIdNumBytes)
+	for i := 0; i < len(buf); {
+		n, err := rand.Read(buf[i:])
+		if err != nil {
+			panic(err)
+		}
+		i += n
+	}
+	n, err := enc.Write(buf[:])
+	if err != nil || n != len(buf) {
+		panic(err)
+	}
+	if err := enc.Close(); err != nil {
+		panic(err)
+	}
+	return out.String()
+}

daemon/logging/trace/trace_test.go

@@ -0,0 +1,205 @@
+package trace
+
+import (
+	"context"
+	"fmt"
+	"testing"
+
+	"github.com/gitchander/permutation"
+	"github.com/pkg/errors"
+	"github.com/stretchr/testify/assert"
+	"github.com/stretchr/testify/require"
+)
+
+func TestRegularSpanUsage(t *testing.T) {
+	root, endRoot := WithTask(context.Background(), "root")
+	defer endRoot()
+
+	s1, endS1 := WithSpan(root, "parent")
+	s2, endS2 := WithSpan(s1, "child")
+	_, endS3 := WithSpan(s2, "grand-child")
+	require.NotPanics(t, func() { endS3() })
+	require.NotPanics(t, func() { endS2() })
+
+	// reuse
+	_, endS4 := WithSpan(s1, "child-2")
+	require.NotPanics(t, func() { endS4() })
+
+	// close parent
+	require.NotPanics(t, func() { endS1() })
+}
+
+func TestMultipleActiveChildSpansNotAllowed(t *testing.T) {
+	root, endRoot := WithTask(context.Background(), "root")
+	defer endRoot()
+
+	s1, _ := WithSpan(root, "s1")
+	_, endS2 := WithSpan(s1, "s1-child1")
+
+	require.PanicsWithValue(t, ErrAlreadyActiveChildSpan, func() {
+		_, _ = WithSpan(s1, "s1-child2")
+	})
+
+	endS2()
+
+	require.NotPanics(t, func() {
+		_, _ = WithSpan(s1, "s1-child2")
+	})
+}
+
+func TestForkingChildSpansNotAllowed(t *testing.T) {
+	root, endRoot := WithTask(context.Background(), "root")
+	defer endRoot()
+
+	s1, _ := WithSpan(root, "s1")
+	sc, endSC := WithSpan(s1, "s1-child")
+	_, _ = WithSpan(sc, "s1-child-child")
+
+	require.PanicsWithValue(t, ErrSpanStillHasActiveChildSpan, func() {
+		endSC()
+	})
+}
+
+func TestRegularTaskUsage(t *testing.T) {
+	// assert concurrent activities on different tasks can end in any order
+	closeOrder := []int{0, 1, 2}
+	closeOrders := permutation.New(permutation.IntSlice(closeOrder))
+	for closeOrders.Next() {
+		t.Run(fmt.Sprintf("%v", closeOrder), func(t *testing.T) {
+			root, endRoot := WithTask(context.Background(), "root")
+			defer endRoot()
+
+			c1, endC1 := WithTask(root, "c1")
+			defer endC1()
+			c2, endC2 := WithTask(root, "c2")
+			defer endC2()
+
+			// begin 3 concurrent activities
+			_, endAR := WithSpan(root, "aR")
+			_, endAC1 := WithSpan(c1, "aC1")
+			_, endAC2 := WithSpan(c2, "aC2")
+
+			endFuncs := []DoneFunc{endAR, endAC1, endAC2}
+			for _, i := range closeOrder {
+				require.NotPanics(t, func() {
+					endFuncs[i]()
+				}, "%v", i)
+			}
+		})
+	}
+}
+
+func TestTaskEndWithActiveChildTaskNotAllowed(t *testing.T) {
+	root, _ := WithTask(context.Background(), "root")
+	c, endC := WithTask(root, "child")
+	_, _ = WithTask(c, "grand-child")
+	func() {
+		defer func() {
+			r := recover()
+			require.NotNil(t, r)
+			err, ok := r.(error)
+			require.True(t, ok)
+			require.Equal(t, ErrTaskStillHasActiveChildTasks, errors.Cause(err))
+		}()
+		endC()
+	}()
+
+}
+
+func TestIdempotentEndTask(t *testing.T) {
+	_, end := WithTask(context.Background(), "root")
+	end()
+	require.NotPanics(t, func() { end() })
+}
+
+func TestSpansPanicIfNoParentTask(t *testing.T) {
+	require.Panics(t, func() { WithSpan(context.Background(), "taskless-span") })
+}
+
+func TestIdempotentEndSpan(t *testing.T) {
+	root, _ := WithTask(context.Background(), "root")
+	_, end := WithSpan(root, "span")
+	end()
+	require.NotPanics(t, func() { end() })
+}
+
+func logAndGetTraceNode(t *testing.T, descr string, ctx context.Context) *traceNode {
+	n, ok := ctx.Value(contextKeyTraceNode).(*traceNode)
+	require.True(t, ok)
+	t.Logf("% 20s %p %#v", descr, n, n)
+	return n
+}
+
+func TestWhiteboxHierachy(t *testing.T) {
+	root, e1 := WithTask(context.Background(), "root")
+	rootN := logAndGetTraceNode(t, "root", root)
+	assert.Nil(t, rootN.parentTask)
+	assert.Nil(t, rootN.parentSpan)
+
+	child, e2 := WithSpan(root, "child")
+	childN := logAndGetTraceNode(t, "child", child)
+	assert.Equal(t, rootN, childN.parentTask)
+	assert.Equal(t, rootN, childN.parentSpan)
+
+	grandchild, e3 := WithSpan(child, "grandchild")
+	grandchildN := logAndGetTraceNode(t, "grandchild", grandchild)
+	assert.Equal(t, rootN, grandchildN.parentTask)
+	assert.Equal(t, childN, grandchildN.parentSpan)
+
+	gcTask, e4 := WithTask(grandchild, "grandchild-task")
+	gcTaskN := logAndGetTraceNode(t, "grandchild-task", gcTask)
+	assert.Equal(t, rootN, gcTaskN.parentTask)
+	assert.Nil(t, gcTaskN.parentSpan)
+
+	// it is allowed that a child task outlives the _span_ in which it was created
+	// (albeit not its parent task)
+	e3()
+	e2()
+	gcTaskSpan, e5 := WithSpan(gcTask, "granschild-task-span")
+	gcTaskSpanN := logAndGetTraceNode(t, "granschild-task-span", gcTaskSpan)
+	assert.Equal(t, gcTaskN, gcTaskSpanN.parentTask)
+	assert.Equal(t, gcTaskN, gcTaskSpanN.parentSpan)
+	e5()
+
+	e4()
+	e1()
+}
+
+func TestOrphanTasksBecomeNewRootWhenAllAncestorsAreDead(t *testing.T) {
+	parent, e1 := WithTask(context.Background(), "parent")
+	_ = logAndGetTraceNode(t, "parent-task", parent)
+	e1()
+
+	var child context.Context
+	var e2 DoneFunc
+	require.NotPanics(t, func() {
+		child, e2 = WithTask(parent, "child")
+	})
+	childN := logAndGetTraceNode(t, "child-task", child)
+	assert.Nil(t, childN.parentTask)
+
+	grandchild, _ := WithTask(child, "grandchild")
+	grandchildN := logAndGetTraceNode(t, "grandchild-task", grandchild)
+	assert.Equal(t, childN, grandchildN.parentTask)
+
+	require.Panics(t, func() { e2() }, "if the parent was alive at creation of child task, wrong termination order remains a panicable offense though")
+}
+
+func TestOrphanTaskBecomesChildToNearestLiveAncestor(t *testing.T) {
+	parent, e1 := WithTask(context.Background(), "parent")
+	parentN := logAndGetTraceNode(t, "parent-task", parent)
+
+	child, e2 := WithTask(parent, "child")
+	childN := logAndGetTraceNode(t, "child-task", child)
+	assert.Equal(t, parentN, childN.parentTask)
+	e2()
+
+	grandchild, e3 := WithTask(child, "grandchild")
+	grandchildN := logAndGetTraceNode(t, "grandchild-task", grandchild)
+	assert.Equal(t, parentN, grandchildN.parentTask) // child is already dead
+
+	require.NotPanics(t, func() {
+		e3()
+		e1()
+	})
+}

daemon/logging/trace/trace_unique_concurrent_task_namer.go

@@ -0,0 +1,53 @@
+package trace
+
+import (
+	"fmt"
+	"strings"
+	"sync"
+
+	"github.com/willf/bitset"
+)
+
+type uniqueConcurrentTaskNamer struct {
+	mtx    sync.Mutex
+	active map[string]*bitset.BitSet
+}
+
+// bitvecLengthGauge may be nil
+func newUniqueTaskNamer() *uniqueConcurrentTaskNamer {
+	return &uniqueConcurrentTaskNamer{
+		active: make(map[string]*bitset.BitSet),
+	}
+}
+
+// appends `#%d` to `name` such that until `done` is called,
+// it is guaranteed that `#%d` is not returned a second time for the same `name`
+func (namer *uniqueConcurrentTaskNamer) UniqueConcurrentTaskName(name string) (uniqueName string, done func()) {
+	if strings.Contains(name, "#") {
+		panic(name)
+	}
+	namer.mtx.Lock()
+	act, ok := namer.active[name]
+	if !ok {
+		act = bitset.New(64) // FIXME magic const
+		namer.active[name] = act
+	}
+	id, ok := act.NextClear(0)
+	if !ok {
+		// if !ok, all bits are 1 and act.Len() returns the next bit
+		id = act.Len()
+		// FIXME unbounded growth without reclamation
+	}
+	act.Set(id)
+	namer.mtx.Unlock()
+
+	return fmt.Sprintf("%s#%d", name, id), func() {
+		namer.mtx.Lock()
+		defer namer.mtx.Unlock()
+		act, ok := namer.active[name]
+		if !ok {
+			panic("must be initialized upon entry")
+		}
+		act.Clear(id)
+	}
+}

daemon/logging/trace/trace_unique_concurrent_task_namer_test.go

@@ -0,0 +1,58 @@
+package trace
+
+import (
+	"fmt"
+	"sync"
+	"sync/atomic"
+	"testing"
+
+	"github.com/stretchr/testify/require"
+	"github.com/willf/bitset"
+)
+
+func TestBitsetFeaturesForUniqueConcurrentTaskNamer(t *testing.T) {
+	var b bitset.BitSet
+	require.Equal(t, uint(0), b.Len())
+	require.Equal(t, uint(0), b.Count())
+
+	b.Set(0)
+	require.Equal(t, uint(1), b.Len())
+	require.Equal(t, uint(1), b.Count())
+
+	b.Set(8)
+	require.Equal(t, uint(9), b.Len())
+	require.Equal(t, uint(2), b.Count())
+
+	b.Set(1)
+	require.Equal(t, uint(9), b.Len())
+	require.Equal(t, uint(3), b.Count())
+}
+
+func TestUniqueConcurrentTaskNamer(t *testing.T) {
+	namer := newUniqueTaskNamer()
+
+	var wg sync.WaitGroup
+
+	const N = 8128
+	const Q = 23
+
+	var fails uint32
+	var m sync.Map
+	wg.Add(N)
+	for i := 0; i < N; i++ {
+		go func(i int) {
+			defer wg.Done()
+			name := fmt.Sprintf("%d", i/Q)
+			uniqueName, done := namer.UniqueConcurrentTaskName(name)
+			act, _ := m.LoadOrStore(uniqueName, i)
+			if act.(int) != i {
+				atomic.AddUint32(&fails, 1)
+			}
+			m.Delete(uniqueName)
+			done()
+		}(i)
+	}
+	wg.Wait()
+
+	require.Equal(t, uint32(0), fails)
+}

daemon/main.go

@@ -1,6 +1,8 @@
 package daemon
 
 import (
+	"context"
+
 	"github.com/zrepl/zrepl/cli"
 	"github.com/zrepl/zrepl/logger"
 )
@@ -10,7 +12,7 @@ type Logger = logger.Logger
 var DaemonCmd = &cli.Subcommand{
 	Use:   "daemon",
 	Short: "run the zrepl daemon",
-	Run: func(subcommand *cli.Subcommand, args []string) error {
+	Run: func(ctx context.Context, subcommand *cli.Subcommand, args []string) error {
-		return Run(subcommand.Config())
+		return Run(ctx, subcommand.Config())
 	},
 }

daemon/pprof.go

@@ -8,7 +8,11 @@ import (
 	"net"
 	"net/http/pprof"
 
+	"github.com/prometheus/client_golang/prometheus/promhttp"
+	"golang.org/x/net/websocket"
+
 	"github.com/zrepl/zrepl/daemon/job"
+	"github.com/zrepl/zrepl/daemon/logging/trace"
 )
 
 type pprofServer struct {
@@ -64,6 +68,8 @@ outer:
 			mux.Handle("/debug/pprof/profile", http.HandlerFunc(pprof.Profile))
 			mux.Handle("/debug/pprof/symbol", http.HandlerFunc(pprof.Symbol))
 			mux.Handle("/debug/pprof/trace", http.HandlerFunc(pprof.Trace))
+			mux.Handle("/metrics", promhttp.Handler())
+			mux.Handle("/debug/zrepl/activity-trace", websocket.Handler(trace.ChrometraceClientWebsocketHandler))
 			go func() {
 				err := http.Serve(s.listener, mux)
 				if ctx.Err() != nil {

daemon/prometheus.go

@@ -10,6 +10,7 @@ import (
 
 	"github.com/zrepl/zrepl/config"
 	"github.com/zrepl/zrepl/daemon/job"
+	"github.com/zrepl/zrepl/daemon/logging"
 	"github.com/zrepl/zrepl/endpoint"
 	"github.com/zrepl/zrepl/logger"
 	"github.com/zrepl/zrepl/rpc/dataconn/frameconn"
@@ -86,16 +87,19 @@ func (j *prometheusJob) Run(ctx context.Context) {
 }
 
 type prometheusJobOutlet struct {
-	jobName string
 }
 
 var _ logger.Outlet = prometheusJobOutlet{}
 
-func newPrometheusLogOutlet(jobName string) prometheusJobOutlet {
+func newPrometheusLogOutlet() prometheusJobOutlet {
-	return prometheusJobOutlet{jobName}
+	return prometheusJobOutlet{}
 }
 
 func (o prometheusJobOutlet) WriteEntry(entry logger.Entry) error {
-	prom.taskLogEntries.WithLabelValues(o.jobName, entry.Level.String()).Inc()
+	jobFieldVal, ok := entry.Fields[logging.JobField].(string)
+	if !ok {
+		jobFieldVal = "_nojobid"
+	}
+	prom.taskLogEntries.WithLabelValues(jobFieldVal, entry.Level.String()).Inc()
 	return nil
 }

daemon/pruner/pruner.go

@@ -12,6 +12,7 @@ import (
 	"github.com/prometheus/client_golang/prometheus"
 
 	"github.com/zrepl/zrepl/config"
+	"github.com/zrepl/zrepl/daemon/logging"
 	"github.com/zrepl/zrepl/logger"
 	"github.com/zrepl/zrepl/pruning"
 	"github.com/zrepl/zrepl/replication/logic/pdu"
@@ -35,17 +36,13 @@ type Logger = logger.Logger
 
 type contextKey int
 
-const contextKeyLogger contextKey = 0
+const (
-
+	contextKeyPruneSide contextKey = 1 + iota
-func WithLogger(ctx context.Context, log Logger) context.Context {
+)
-	return context.WithValue(ctx, contextKeyLogger, log)
-}
 
 func GetLogger(ctx context.Context) Logger {
-	if l, ok := ctx.Value(contextKeyLogger).(Logger); ok {
+	pruneSide := ctx.Value(contextKeyPruneSide).(string)
-		return l
+	return logging.GetLogger(ctx, logging.SubsysPruning).WithField("prune_side", pruneSide)
-	}
-	return logger.NewNullLogger()
 }
 
 type args struct {
@@ -138,7 +135,7 @@ func NewPrunerFactory(in config.PruningSenderReceiver, promPruneSecs *prometheus
 func (f *PrunerFactory) BuildSenderPruner(ctx context.Context, target Target, receiver History) *Pruner {
 	p := &Pruner{
 		args: args{
-			WithLogger(ctx, GetLogger(ctx).WithField("prune_side", "sender")),
+			context.WithValue(ctx, contextKeyPruneSide, "sender"),
 			target,
 			receiver,
 			f.senderRules,
@@ -154,7 +151,7 @@ func (f *PrunerFactory) BuildSenderPruner(ctx context.Context, target Target, re
 func (f *PrunerFactory) BuildReceiverPruner(ctx context.Context, target Target, receiver History) *Pruner {
 	p := &Pruner{
 		args: args{
-			WithLogger(ctx, GetLogger(ctx).WithField("prune_side", "receiver")),
+			context.WithValue(ctx, contextKeyPruneSide, "receiver"),
 			target,
 			receiver,
 			f.receiverRules,
@@ -170,7 +167,7 @@ func (f *PrunerFactory) BuildReceiverPruner(ctx context.Context, target Target,
 func (f *LocalPrunerFactory) BuildLocalPruner(ctx context.Context, target Target, receiver History) *Pruner {
 	p := &Pruner{
 		args: args{
-			ctx,
+			context.WithValue(ctx, contextKeyPruneSide, "local"),
 			target,
 			receiver,
 			f.keepRules,

daemon/snapper/snapper.go

@@ -9,9 +9,11 @@ import (
 
 	"github.com/pkg/errors"
 
+	"github.com/zrepl/zrepl/daemon/logging/trace"
+
 	"github.com/zrepl/zrepl/config"
-	"github.com/zrepl/zrepl/daemon/filters"
 	"github.com/zrepl/zrepl/daemon/hooks"
+	"github.com/zrepl/zrepl/daemon/logging"
 	"github.com/zrepl/zrepl/logger"
 	"github.com/zrepl/zrepl/util/envconst"
 	"github.com/zrepl/zrepl/zfs"
@@ -45,10 +47,9 @@ type snapProgress struct {
 
 type args struct {
 	ctx            context.Context
-	log            Logger
 	prefix         string
 	interval       time.Duration
-	fsf            *filters.DatasetMapFilter
+	fsf            zfs.DatasetFilter
 	snapshotsTaken chan<- struct{}
 	hooks          *hooks.List
 	dryRun         bool
@@ -102,26 +103,13 @@ func (s State) sf() state {
 type updater func(u func(*Snapper)) State
 type state func(a args, u updater) state
 
-type contextKey int
-
-const (
-	contextKeyLog contextKey = 0
-)
-
 type Logger = logger.Logger
 
-func WithLogger(ctx context.Context, log Logger) context.Context {
-	return context.WithValue(ctx, contextKeyLog, log)
-}
-
 func getLogger(ctx context.Context) Logger {
-	if log, ok := ctx.Value(contextKeyLog).(Logger); ok {
+	return logging.GetLogger(ctx, logging.SubsysSnapshot)
-		return log
-	}
-	return logger.NewNullLogger()
 }
 
-func PeriodicFromConfig(g *config.Global, fsf *filters.DatasetMapFilter, in *config.SnapshottingPeriodic) (*Snapper, error) {
+func PeriodicFromConfig(g *config.Global, fsf zfs.DatasetFilter, in *config.SnapshottingPeriodic) (*Snapper, error) {
 	if in.Prefix == "" {
 		return nil, errors.New("prefix must not be empty")
 	}
@@ -146,13 +134,12 @@ func PeriodicFromConfig(g *config.Global, fsf *filters.DatasetMapFilter, in *con
 }
 
 func (s *Snapper) Run(ctx context.Context, snapshotsTaken chan<- struct{}) {
-
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
 	getLogger(ctx).Debug("start")
 	defer getLogger(ctx).Debug("stop")
 
 	s.args.snapshotsTaken = snapshotsTaken
 	s.args.ctx = ctx
-	s.args.log = getLogger(ctx)
 	s.args.dryRun = false // for future expansion
 
 	u := func(u func(*Snapper)) State {
@@ -190,7 +177,7 @@ func onErr(err error, u updater) state {
 		case Snapshotting:
 			s.state = ErrorWait
 		}
-		s.args.log.WithError(err).WithField("pre_state", preState).WithField("post_state", s.state).Error("snapshotting error")
+		getLogger(s.args.ctx).WithError(err).WithField("pre_state", preState).WithField("post_state", s.state).Error("snapshotting error")
 	}).sf()
 }
 
@@ -209,7 +196,7 @@ func syncUp(a args, u updater) state {
 	if err != nil {
 		return onErr(err, u)
 	}
-	syncPoint, err := findSyncPoint(a.log, fss, a.prefix, a.interval)
+	syncPoint, err := findSyncPoint(a.ctx, fss, a.prefix, a.interval)
 	if err != nil {
 		return onErr(err, u)
 	}
@@ -266,18 +253,18 @@ func snapshot(a args, u updater) state {
 		suffix := time.Now().In(time.UTC).Format("20060102_150405_000")
 		snapname := fmt.Sprintf("%s%s", a.prefix, suffix)
 
-		l := a.log.
+		ctx := logging.WithInjectedField(a.ctx, "fs", fs.ToString())
-			WithField("fs", fs.ToString()).
+		ctx = logging.WithInjectedField(ctx, "snap", snapname)
-			WithField("snap", snapname)
 
 		hookEnvExtra := hooks.Env{
 			hooks.EnvFS:       fs.ToString(),
 			hooks.EnvSnapshot: snapname,
 		}
 
-		jobCallback := hooks.NewCallbackHookForFilesystem("snapshot", fs, func(_ context.Context) (err error) {
+		jobCallback := hooks.NewCallbackHookForFilesystem("snapshot", fs, func(ctx context.Context) (err error) {
+			l := getLogger(ctx)
 			l.Debug("create snapshot")
-			err = zfs.ZFSSnapshot(a.ctx, fs, snapname, false) // TODO propagate context to ZFSSnapshot
+			err = zfs.ZFSSnapshot(ctx, fs, snapname, false) // TODO propagate context to ZFSSnapshot
 			if err != nil {
 				l.WithError(err).Error("cannot create snapshot")
 			}
@@ -290,7 +277,7 @@ func snapshot(a args, u updater) state {
 		{
 			filteredHooks, err := a.hooks.CopyFilteredForFilesystem(fs)
 			if err != nil {
-				l.WithError(err).Error("unexpected filter error")
+				getLogger(ctx).WithError(err).Error("unexpected filter error")
 				fsHadErr = true
 				goto updateFSState
 			}
@@ -303,7 +290,7 @@ func snapshot(a args, u updater) state {
 			plan, planErr = hooks.NewPlan(&filteredHooks, hooks.PhaseSnapshot, jobCallback, hookEnvExtra)
 			if planErr != nil {
 				fsHadErr = true
-				l.WithError(planErr).Error("cannot create job hook plan")
+				getLogger(ctx).WithError(planErr).Error("cannot create job hook plan")
 				goto updateFSState
 			}
 		}
@@ -314,15 +301,14 @@ func snapshot(a args, u updater) state {
 			progress.state = SnapStarted
 		})
 		{
-			l := hooks.GetLogger(a.ctx).WithField("fs", fs.ToString()).WithField("snap", snapname)
+			getLogger(ctx).WithField("report", plan.Report().String()).Debug("begin run job plan")
-			l.WithField("report", plan.Report().String()).Debug("begin run job plan")
+			plan.Run(ctx, a.dryRun)
-			plan.Run(hooks.WithLogger(a.ctx, l), a.dryRun)
 			planReport = plan.Report()
 			fsHadErr = planReport.HadError() // not just fatal errors
 			if fsHadErr {
-				l.WithField("report", planReport.String()).Error("end run job plan with error")
+				getLogger(ctx).WithField("report", planReport.String()).Error("end run job plan with error")
 			} else {
-				l.WithField("report", planReport.String()).Info("end run job plan successful")
+				getLogger(ctx).WithField("report", planReport.String()).Info("end run job plan successful")
 			}
 		}
 
@@ -342,7 +328,7 @@ func snapshot(a args, u updater) state {
 	case a.snapshotsTaken <- struct{}{}:
 	default:
 		if a.snapshotsTaken != nil {
-			a.log.Warn("callback channel is full, discarding snapshot update event")
+			getLogger(a.ctx).Warn("callback channel is full, discarding snapshot update event")
 		}
 	}
 
@@ -355,7 +341,7 @@ func snapshot(a args, u updater) state {
 					break
 				}
 			}
-			a.log.WithField("hook", h.String()).WithField("hook_number", hookIdx+1).Warn("hook did not match any snapshotted filesystems")
+			getLogger(a.ctx).WithField("hook", h.String()).WithField("hook_number", hookIdx+1).Warn("hook did not match any snapshotted filesystems")
 		}
 	}
 
@@ -376,7 +362,7 @@ func wait(a args, u updater) state {
 		lastTick := snapper.lastInvocation
 		snapper.sleepUntil = lastTick.Add(a.interval)
 		sleepUntil = snapper.sleepUntil
-		log := a.log.WithField("sleep_until", sleepUntil).WithField("duration", a.interval)
+		log := getLogger(a.ctx).WithField("sleep_until", sleepUntil).WithField("duration", a.interval)
 		logFunc := log.Debug
 		if snapper.state == ErrorWait || snapper.state == SyncUpErrWait {
 			logFunc = log.Error
@@ -397,14 +383,14 @@ func wait(a args, u updater) state {
 	}
 }
 
-func listFSes(ctx context.Context, mf *filters.DatasetMapFilter) (fss []*zfs.DatasetPath, err error) {
+func listFSes(ctx context.Context, mf zfs.DatasetFilter) (fss []*zfs.DatasetPath, err error) {
 	return zfs.ZFSListMapping(ctx, mf)
 }
 
 var syncUpWarnNoSnapshotUntilSyncupMinDuration = envconst.Duration("ZREPL_SNAPPER_SYNCUP_WARN_MIN_DURATION", 1*time.Second)
 
 // see docs/snapshotting.rst
-func findSyncPoint(log Logger, fss []*zfs.DatasetPath, prefix string, interval time.Duration) (syncPoint time.Time, err error) {
+func findSyncPoint(ctx context.Context, fss []*zfs.DatasetPath, prefix string, interval time.Duration) (syncPoint time.Time, err error) {
 
 	const (
 		prioHasVersions int = iota
@@ -426,10 +412,10 @@ func findSyncPoint(log Logger, fss []*zfs.DatasetPath, prefix string, interval t
 
 	now := time.Now()
 
-	log.Debug("examine filesystem state to find sync point")
+	getLogger(ctx).Debug("examine filesystem state to find sync point")
 	for _, d := range fss {
-		l := log.WithField("fs", d.ToString())
+		ctx := logging.WithInjectedField(ctx, "fs", d.ToString())
-		syncPoint, err := findSyncPointFSNextOptimalSnapshotTime(l, now, interval, prefix, d)
+		syncPoint, err := findSyncPointFSNextOptimalSnapshotTime(ctx, now, interval, prefix, d)
 		if err == findSyncPointFSNoFilesystemVersionsErr {
 			snaptimes = append(snaptimes, snapTime{
 				ds:   d,
@@ -438,9 +424,9 @@ func findSyncPoint(log Logger, fss []*zfs.DatasetPath, prefix string, interval t
 			})
 		} else if err != nil {
 			hardErrs++
-			l.WithError(err).Error("cannot determine optimal sync point for this filesystem")
+			getLogger(ctx).WithError(err).Error("cannot determine optimal sync point for this filesystem")
 		} else {
-			l.WithField("syncPoint", syncPoint).Debug("found optimal sync point for this filesystem")
+			getLogger(ctx).WithField("syncPoint", syncPoint).Debug("found optimal sync point for this filesystem")
 			snaptimes = append(snaptimes, snapTime{
 				ds:   d,
 				prio: prioHasVersions,
@@ -467,7 +453,7 @@ func findSyncPoint(log Logger, fss []*zfs.DatasetPath, prefix string, interval t
 	})
 
 	winnerSyncPoint := snaptimes[0].time
-	l := log.WithField("syncPoint", winnerSyncPoint.String())
+	l := getLogger(ctx).WithField("syncPoint", winnerSyncPoint.String())
 	l.Info("determined sync point")
 	if winnerSyncPoint.Sub(now) > syncUpWarnNoSnapshotUntilSyncupMinDuration {
 		for _, st := range snaptimes {
@@ -483,9 +469,9 @@ func findSyncPoint(log Logger, fss []*zfs.DatasetPath, prefix string, interval t
 
 var findSyncPointFSNoFilesystemVersionsErr = fmt.Errorf("no filesystem versions")
 
-func findSyncPointFSNextOptimalSnapshotTime(l Logger, now time.Time, interval time.Duration, prefix string, d *zfs.DatasetPath) (time.Time, error) {
+func findSyncPointFSNextOptimalSnapshotTime(ctx context.Context, now time.Time, interval time.Duration, prefix string, d *zfs.DatasetPath) (time.Time, error) {
 
-	fsvs, err := zfs.ZFSListFilesystemVersions(d, zfs.ListFilesystemVersionsOptions{
+	fsvs, err := zfs.ZFSListFilesystemVersions(ctx, d, zfs.ListFilesystemVersionsOptions{
 		Types:           zfs.Snapshots,
 		ShortnamePrefix: prefix,
 	})
@@ -502,7 +488,7 @@ func findSyncPointFSNextOptimalSnapshotTime(l Logger, now time.Time, interval ti
 	})
 
 	latest := fsvs[len(fsvs)-1]
-	l.WithField("creation", latest.Creation).Debug("found latest snapshot")
+	getLogger(ctx).WithField("creation", latest.Creation).Debug("found latest snapshot")
 
 	since := now.Sub(latest.Creation)
 	if since < 0 {

daemon/snapper/snapper_all.go

@@ -5,7 +5,7 @@ import (
 	"fmt"
 
 	"github.com/zrepl/zrepl/config"
-	"github.com/zrepl/zrepl/daemon/filters"
+	"github.com/zrepl/zrepl/zfs"
 )
 
 // FIXME: properly abstract snapshotting:
@@ -32,7 +32,7 @@ func (s *PeriodicOrManual) Report() *Report {
 	return nil
 }
 
-func FromConfig(g *config.Global, fsf *filters.DatasetMapFilter, in config.SnapshottingEnum) (*PeriodicOrManual, error) {
+func FromConfig(g *config.Global, fsf zfs.DatasetFilter, in config.SnapshottingEnum) (*PeriodicOrManual, error) {
 	switch v := in.Ret.(type) {
 	case *config.SnapshottingPeriodic:
 		snapper, err := PeriodicFromConfig(g, fsf, v)

debian

@@ -0,0 +1 @@
+packaging/deb/debian

dist/grafana/grafana-prometheus-zrepl-0.1.json

@@ -1,595 +0,0 @@
-{
-  "annotations": {
-    "list": [
-      {
-        "$$hashKey": "object:3351",
-        "builtIn": 1,
-        "datasource": "-- Grafana --",
-        "enable": true,
-        "hide": true,
-        "iconColor": "rgba(0, 211, 255, 1)",
-        "name": "Annotations & Alerts",
-        "type": "dashboard"
-      }
-    ]
-  },
-  "editable": true,
-  "gnetId": null,
-  "graphTooltip": 1,
-  "id": 7,
-  "iteration": 1552746418826,
-  "links": [],
-  "panels": [
-    {
-      "content": "# zrepl Prometheus Metrics\n\nzrepl exposes Prometheus metrics and ships with this Grafana dashboard.\nThe exported metrics are suitable for health checks:\n\n* The log should generally be warning & error-free\n  * The `Log Messages that require attention` graph visualizes log message counts indicating problems.\n* The number of goroutines should not grow unboundedly over time.\n  * During replication, the number of goroutines can be way higher than during idle time.\n  * If the goroutine count grows with each replication, there is clearly a goroutine leak. Please open a bug report.\n* The sys memory consumption should not grow unboundedly over time.\n  * Note that the Go runtime pre-allocates some of its heap from the OS.\n  * zrepl actually uses much less memory than allocated from the OS.\n  * Since Go 1.11, Go pre-allocates more aggressively.\n* Monitor that some data is replicated, although that metric does not guarantee that replication was successful.\n\n**In general, note that the exported metrics are not stable unless declared otherwise.**",
-      "gridPos": {
-        "h": 9,
-        "w": 24,
-        "x": 0,
-        "y": 0
-      },
-      "id": 35,
-      "mode": "markdown",
-      "title": "Panel Title",
-      "type": "text"
-    },
-    {
-      "aliasColors": {},
-      "bars": false,
-      "dashLength": 10,
-      "dashes": false,
-      "datasource": null,
-      "fill": 1,
-      "gridPos": {
-        "h": 9,
-        "w": 12,
-        "x": 0,
-        "y": 9
-      },
-      "id": 15,
-      "legend": {
-        "avg": false,
-        "current": false,
-        "max": false,
-        "min": false,
-        "show": true,
-        "total": false,
-        "values": false
-      },
-      "lines": true,
-      "linewidth": 1,
-      "links": [],
-      "nullPointMode": "null",
-      "percentage": false,
-      "pointradius": 5,
-      "points": false,
-      "renderer": "flot",
-      "seriesOverrides": [],
-      "spaceLength": 10,
-      "stack": true,
-      "steppedLine": false,
-      "targets": [
-        {
-          "$$hashKey": "object:3436",
-          "expr": "up{job='$prom_job_name'}",
-          "format": "time_series",
-          "intervalFactor": 1,
-          "refId": "A"
-        }
-      ],
-      "thresholds": [],
-      "timeFrom": null,
-      "timeShift": null,
-      "title": "zrepl Instances Up",
-      "tooltip": {
-        "shared": true,
-        "sort": 0,
-        "value_type": "individual"
-      },
-      "type": "graph",
-      "xaxis": {
-        "buckets": null,
-        "mode": "time",
-        "name": null,
-        "show": true,
-        "values": []
-      },
-      "yaxes": [
-        {
-          "format": "short",
-          "label": null,
-          "logBase": 1,
-          "max": "5",
-          "min": "0",
-          "show": true
-        },
-        {
-          "format": "short",
-          "label": null,
-          "logBase": 1,
-          "max": null,
-          "min": null,
-          "show": true
-        }
-      ]
-    },
-    {
-      "aliasColors": {},
-      "bars": false,
-      "dashLength": 10,
-      "dashes": false,
-      "datasource": null,
-      "fill": 1,
-      "gridPos": {
-        "h": 9,
-        "w": 12,
-        "x": 12,
-        "y": 9
-      },
-      "id": 22,
-      "legend": {
-        "avg": false,
-        "current": false,
-        "max": false,
-        "min": false,
-        "show": true,
-        "total": false,
-        "values": false
-      },
-      "lines": true,
-      "linewidth": 1,
-      "links": [],
-      "nullPointMode": "null",
-      "percentage": false,
-      "pointradius": 5,
-      "points": false,
-      "renderer": "flot",
-      "seriesOverrides": [],
-      "spaceLength": 10,
-      "stack": false,
-      "steppedLine": false,
-      "targets": [
-        {
-          "expr": "increase(zrepl_daemon_log_entries{job='$prom_job_name',level=~'warn|error'}[$__interval])",
-          "format": "time_series",
-          "intervalFactor": 1,
-          "refId": "A"
-        }
-      ],
-      "thresholds": [],
-      "timeFrom": null,
-      "timeShift": null,
-      "title": "Log Messages that require attention",
-      "tooltip": {
-        "shared": true,
-        "sort": 0,
-        "value_type": "individual"
-      },
-      "type": "graph",
-      "xaxis": {
-        "buckets": null,
-        "mode": "time",
-        "name": null,
-        "show": true,
-        "values": []
-      },
-      "yaxes": [
-        {
-          "format": "short",
-          "label": null,
-          "logBase": 1,
-          "max": null,
-          "min": "0",
-          "show": true
-        },
-        {
-          "format": "short",
-          "label": null,
-          "logBase": 1,
-          "max": null,
-          "min": null,
-          "show": true
-        }
-      ]
-    },
-    {
-      "aliasColors": {},
-      "bars": false,
-      "dashLength": 10,
-      "dashes": false,
-      "datasource": null,
-      "fill": 1,
-      "gridPos": {
-        "h": 9,
-        "w": 12,
-        "x": 0,
-        "y": 18
-      },
-      "id": 33,
-      "legend": {
-        "avg": false,
-        "current": false,
-        "max": false,
-        "min": false,
-        "show": true,
-        "total": false,
-        "values": false
-      },
-      "lines": true,
-      "linewidth": 1,
-      "links": [],
-      "nullPointMode": "null",
-      "percentage": false,
-      "pointradius": 5,
-      "points": false,
-      "renderer": "flot",
-      "seriesOverrides": [
-        {
-          "alias": "/replicated bytes in last.*/",
-          "yaxis": 2
-        }
-      ],
-      "spaceLength": 10,
-      "stack": false,
-      "steppedLine": false,
-      "targets": [
-        {
-          "expr": "sum(rate(zrepl_replication_bytes_replicated{job='$prom_job_name'}[$__interval])) by (zrepl_job)",
-          "format": "time_series",
-          "hide": false,
-          "interval": "",
-          "intervalFactor": 1,
-          "legendFormat": "replication data rate zrepl_job={{zrepl_job}}",
-          "refId": "A"
-        },
-        {
-          "expr": "sum(increase(zrepl_replication_bytes_replicated{job='$prom_job_name'}[10m])) by (zrepl_job)",
-          "format": "time_series",
-          "hide": false,
-          "interval": "",
-          "intervalFactor": 1,
-          "legendFormat": "replicated bytes in last 10min zrepl_job={{zrepl_job}}",
-          "refId": "B"
-        }
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-  "title": "zrepl 0.1",
-  "uid": "xTljn4qmk",
-  "version": 6
-}

docs/changelog.rst

@@ -27,6 +27,33 @@ We use the following annotations for classifying changes:
 * |bugfix| Change that fixes a bug, no regressions or incompatibilities expected.
 * |docs| Change to the documentation.
 
+0.3.1
+-----
+
+Mostly a bugfix release for :ref:`zrepl 0.3 <release-0.3>`.
+
+* |feature| pruning: add optional ``regex`` field to ``last_n`` rule
+* |docs| pruning: ``grid`` : improve documentation and add an example
+* |bugfix| pruning: ``grid``:  add all snapshots that do not match the regex to the rule's destroy list.
+  This brings the implementation in line with the docs.
+* |bugfix| ``easyrsa`` script in docs
+* |bugfix| platformtest: fix skipping encryption-only tests on systems that don't support encryption
+* |bugfix| replication: report AttemptDone if no filesystems are replicated
+* |feature| status + replication: warning if replication succeeeded without any filesystem being replicated
+* |docs| update multi-job & multi-host setup section
+* RPM Packaging
+* CI infrastructure rework
+* Continuous deployment of that new `stable` branch to zrepl.github.io.
+
+.. NOTE::
+   |  zrepl is a spare-time project primarily developed by `Christian Schwarz <https://cschwarz.com>`_.
+   |  You can support maintenance and feature development through one of the following services:
+   |  |Donate via Patreon| |Donate via GitHub Sponsors| |Donate via Liberapay| |Donate via PayPal|
+   |  Note that PayPal processing fees are relatively high for small donations.
+   |  For SEPA wire transfer and **commercial support**, please `contact Christian directly <https://cschwarz.com>`_.
+
+.. _release-0.3:
+
 0.3
 ---
 
@@ -34,35 +61,58 @@ This is a big one! Headlining features:
 
 * **Resumable Send & Recv Support**
   No knobs required, automatically used where supported.
-* **Hold-Protected Send & Recv**
+* **Encrypted Send & Recv Support** for OpenZFS native encryption,
-  Automatic ZFS holds to ensure that we can always resume a replication step.
+  :ref:`configurable <job-send-options>` at the job level, i.e., for all filesystems a job is responsible for.
-* **Encrypted Send & Recv Support** for OpenZFS native encryption.
+* **Replication Guarantees**
-  :ref:`Configurable <job-send-options>` at the job level, i.e., for all filesystems a job is responsible for.
+  Automatic use of ZFS holds and bookmarks to protect a replicated filesystem from losing synchronization between sender and receiver.
-* **Receive-side hold on last received dataset**
+  By default, zrepl guarantees that incremental replication will always be possible and interrupted steps will always be resumable.
-  The counterpart to the replication cursor bookmark on the send-side.
-  Ensures that incremental replication will always be possible between a sender and receiver.
 
-Actual changelog:
+.. TIP::
 
-* |break_config| **more restrictive job names than in prior zrepl versions**
+   We highly recommend studying the updated :ref:`overview section of the configuration chapter <overview-how-replication-works>` to understand how replication works.
-  Starting with this version, job names are going to be embedded into ZFS holds and bookmark names.
 
+.. TIP::
+
+   Go 1.15 changed the default TLS validation policy to **require Subject Alternative Names (SAN) in certificates**.
+   The openssl commands we provided in the quick-start guides up to and including the zrepl 0.3 docs seem not to work properly.
+   If you encounter certificate validation errors regarding SAN and wish to continue to use your old certificates, start the zrepl daemon with env var ``GODEBUG=x509ignoreCN=0``.
+   Alternatively, generate new certificates with SANs (see :ref:`both options int the TLS transport docs <transport-tcp+tlsclientauth-certgen>` ).
+
+Quick-start guides:
+
+* We have added :ref:`another quick-start guide for a typical workstation use case for zrepl <quickstart-backup-to-external-disk>`.
+  Check it out to learn how you can use zrepl to back up your workstation's OpenZFS natively-encrypted root filesystem to an external disk.
+
+Additional changelog:
+
+* |break| Go 1.15 TLS changes mentioned above.
+* |break| |break_config| **more restrictive job names than in prior zrepl versions**
+  Starting with this version, job names are going to be embedded into ZFS holds and bookmark names (see :ref:`this section for details <zrepl-zfs-abstractions>`).
+  Therefore you might need to adjust your job names.
+  **Note that jobs** cannot be renamed easily **once you start using zrepl 0.3.**
 * |break| |mig| replication cursor representation changed
 
-  * zrepl now manages the :ref:`replication cursor bookmark <replication-cursor-and-last-received-hold>` per job-filesystem tuple instead of a single replication cursor per filesystem.
+  * zrepl now manages the :ref:`replication cursor bookmark <zrepl-zfs-abstractions>` per job-filesystem tuple instead of a single replication cursor per filesystem.
     In the future, this will permit multiple sending jobs to send from the same filesystems.
   * ZFS does not allow bookmark renaming, thus we cannot migrate the old replication cursors.
   * zrepl 0.3 will automatically create cursors in the new format for new replications, and warn if it still finds ones in the old format.
   * Run ``zrepl migrate replication-cursor:v1-v2`` to safely destroy old-format cursors.
     The migration will ensure that only those old-format cursors are destroyed that have been superseeded by new-format cursors.
 
+* |feature| New option ``listen_freebind`` (tcp, tls, prometheus listener)
+* |feature| :issue:`341` Prometheus metric for failing replications + corresponding Grafana panel
+* |feature| :issue:`265` transport/tcp: support for CIDR masks in client IP whitelist
+* |feature| documented subcommand to generate ``bash`` and ``zsh`` completions
+* |feature| :issue:`307` ``chrome://trace`` -compatible activity tracing of zrepl daemon activity
+* |feature| logging: trace IDs for better log entry correlation with concurrent replication jobs
+* |feature| experimental environment variable for parallel replication (see :issue:`306` )
 * |bugfix| missing logger context vars in control connection handlers
 * |bugfix| improved error messages on ``zfs send`` errors
-* |feature| New option ``listen_freebind`` (tcp, tls, prometheus listener)
 * |bugfix| |docs| snapshotting: clarify sync-up behavior and warn about filesystems
+* |bugfix| transport/ssh: do not leak zombie ssh process on connection failures
   that will not be snapshotted until the sync-up phase is over
+* |docs| Installation: :ref:`FreeBSD jail with iocage <installation-freebsd-jail-with-iocage>`
 * |docs| Document new replication features in the :ref:`config overview <overview-how-replication-works>` and :repomasterlink:`replication/design.md`.
-* |feature| documented subcommand to generate ``bash`` and ``zsh`` completions
 * **[MAINTAINER NOTICE]** New platform tests in this version, please make sure you run them for your distro!
 * **[MAINTAINER NOTICE]** Please add the shell completions to the zrepl packages.
 
@@ -102,14 +152,6 @@ Actual changelog:
   The pool name ``zreplplatformtest`` is reserved for this use case.
   Only run ``make platformtest`` on test systems, e.g. a FreeBSD VM image.
 
-.. NOTE::
-   |  zrepl is a spare-time project primarily developed by `Christian Schwarz <https://cschwarz.com>`_.
-   |  You can support maintenance and feature development through one of the following services:
-   |  |Donate via Patreon| |Donate via Liberapay| |Donate via PayPal|
-   |  Note that PayPal processing fees are relatively high for small donations.
-   |  For SEPA wire transfer and **commercial support**, please `contact Christian directly <https://cschwarz.com>`_.
-
-
 0.1.1
 -----
 

docs/configuration.rst

@@ -12,6 +12,7 @@ Configuration
     configuration/transports
     configuration/filter_syntax
     configuration/sendrecvoptions
+    configuration/replication
     configuration/snapshotting
     configuration/prune
     configuration/logging

docs/configuration/jobs.rst

@@ -19,7 +19,7 @@ Job Type ``push``
     * - ``type``
       - = ``push``
     * - ``name``
-      - unique name of the job
+      - unique name of the job :issue:`(must not change)<327>`
     * - ``connect``
       - |connect-transport|
     * - ``filesystems``
@@ -47,7 +47,7 @@ Job Type ``sink``
     * - ``type``
       - = ``sink``
     * - ``name``
-      - unique name of the job
+      - unique name of the job :issue:`(must not change)<327>`
     * - ``serve``
       - |serve-transport|
     * - ``root_fs``
@@ -70,7 +70,7 @@ Job Type ``pull``
     * - ``type``
       - = ``pull``
     * - ``name``
-      - unique name of the job
+      - unique name of the job :issue:`(must not change)<327>`
     * - ``connect``
       - |connect-transport|
     * - ``root_fs``
@@ -98,7 +98,7 @@ Job Type ``source``
     * - ``type``
       - = ``source``
     * - ``name``
-      - unique name of the job
+      - unique name of the job :issue:`(must not change)<327>`
     * - ``serve``
       - |serve-transport|
     * - ``filesystems``
@@ -137,7 +137,7 @@ Job type that only takes snapshots and performs pruning on the local machine.
     * - ``type``
       - = ``snap``
     * - ``name``
-      - unique name of the job
+      - unique name of the job :issue:`(must not change)<327>`
     * - ``filesystems``
       - |filter-spec| for filesystems to be snapshotted
     * - ``snapshotting``

docs/configuration/overview.rst

@@ -12,7 +12,7 @@ The following paths are considered:
 The ``zrepl configcheck`` subcommand can be used to validate the configuration.
 The command will output nothing and exit with zero status code if the configuration is valid.
 The error messages vary in quality and usefulness: please report confusing config errors to the tracking :issue:`155`.
-Full example configs such as in the :ref:`tutorial` or the :sampleconf:`/` directory might also be helpful.
+Full example configs such as in the :ref:`quick-start guides <quickstart-toc>` or the :sampleconf:`/` directory might also be helpful.
 However, copy-pasting examples is no substitute for reading documentation!
 
 Config File Structure
@@ -39,6 +39,10 @@ A *job* is the unit of activity tracked by the zrepl daemon.
 The ``type`` of a job determines its role in a replication setup and in snapshot management.
 Jobs are identified by their ``name``, both in log files and the ``zrepl status`` command.
 
+.. NOTE::
+   The job name is persisted in several places on disk and thus :issue:`cannot be changed easily<327>`.
+
+
 Replication always happens between a pair of jobs: one is the **active side**, and one the **passive side**.
 The active side connects to the passive side using a :ref:`transport <transport>` and starts executing the replication logic.
 The passive side responds to requests from the active side after checking its permissions.
@@ -55,8 +59,8 @@ Note that snapshot-creation denoted by "(snap)" is orthogonal to whether a job i
 | Pull mode             | ``pull``     | ``source``                       | * Central backup-server for many nodes                                             |
 |                       |              | (snap)                           | * Remote server to NAS behind NAT                                                  |
 +-----------------------+--------------+----------------------------------+------------------------------------------------------------------------------------+
-| Local replication     | | ``push`` + ``sink`` in one config             | * Backup FreeBSD boot pool                                                         |
+| Local replication     | | ``push`` + ``sink`` in one config             | * Backup to :ref:`locally attached disk <quickstart-backup-to-external-disk>`      |
-|                       | | with :ref:`local transport <transport-local>` |                                                                                    |
+|                       | | with :ref:`local transport <transport-local>` | * Backup FreeBSD boot pool                                                         |
 +-----------------------+--------------+----------------------------------+------------------------------------------------------------------------------------+
 | Snap & prune-only     | ``snap``     | N/A                              | * | Snapshots & pruning but no replication                                         |
 |                       | (snap)       |                                  |   | required                                                                       |
@@ -76,16 +80,19 @@ The active side (:ref:`push <job-push>` and :ref:`pull <job-pull>` job) executes
 .. TIP::
   The progress of the active side can be watched live using the ``zrepl status`` subcommand.
 
+.. _overview-passive-side--client-identity:
+
 How the Passive Side Works
 --------------------------
 
 The passive side (:ref:`sink <job-sink>` and :ref:`source <job-source>`) waits for connections from the corresponding active side,
 using the transport listener type specified in the ``serve`` field of the job configuration.
-Each transport listener provides a client's identity to the passive side job.
+When a client connects, the transport listener performS listener-specific access control (cert validation, IP ACLs, etc)
-It uses the client identity for access control:
+and determines the *client identity*.
+The passive side job then uses this client identity as follows:
 
 * The ``sink`` job maps requests from different client identities to their respective sub-filesystem tree ``root_fs/${client_identity}``.
-* The ``source`` job has a whitelist of client identities that are allowed pull access.
+* The ``source`` might, in the future, embed the client identity in :ref:`zrepl's ZFS abstraction names <zrepl-zfs-abstractions>` in order to support multi-host replication.
 
 .. TIP::
    The implementation of the ``sink`` job requires that the connecting client identities be a valid ZFS filesystem name components.
@@ -99,7 +106,7 @@ One of the major design goals of the replication module is to avoid any duplicat
 As such, the code works on abstract senders and receiver **endpoints**, where typically one will be implemented by a local program object and the other is an RPC client instance.
 Regardless of push- or pull-style setup, the logic executes on the active side, i.e. in the ``push`` or ``pull`` job.
 
-The following steps take place during replication and can be monitored using the ``zrepl status`` subcommand:
+The following high-level steps take place during replication and can be monitored using the ``zrepl status`` subcommand:
 
 * Plan the replication:
 
@@ -107,9 +114,9 @@ The following steps take place during replication and can be monitored using the
   * Build the **replication plan**
 
     * Per filesystem, compute a diff between sender and receiver snapshots
-    * Build a list of replication steps
+    * Build a list of **replication steps**
 
-      * If possible, use incremental and resumable sends (``zfs send -i``)
+      * If possible, use incremental and resumable sends
       * Otherwise, use full send of most recent snapshot on sender
 
   * Retry on errors that are likely temporary (i.e. network failures).
@@ -128,19 +135,55 @@ The following steps take place during replication and can be monitored using the
    
 The idea behind the execution order of replication steps is that if the sender snapshots all filesystems simultaneously at fixed intervals, the receiver will have all filesystems snapshotted at time ``T1`` before the first snapshot at ``T2 = T1 + $interval`` is replicated.
 
-.. _replication-cursor-and-last-received-hold:
+ZFS Background Knowledge
+^^^^^^^^^^^^^^^^^^^^^^^^
+This section gives some background knowledge about ZFS features that zrepl uses to provide guarantees for a replication filesystem.
+Specifically, zrepl guarantees by default that **incremental replication is always possible and that started replication steps can always be resumed if they are interrupted.**
 
-**Replication cursor** bookmark and **last-received-hold** are managed by zrepl to ensure that future replications can always be done incrementally:
+**ZFS Send Modes & Bookmarks**
-the replication cursor is a send-side bookmark of the most recent successfully replicated snapshot,
+ZFS supports full sends (``zfs send fs@to``) and incremental sends (``zfs send -i @from fs@to``).
-and the last-received-hold is a hold of that snapshot on the receiving side.
+Full sends are used to create a new filesystem on the receiver with the send-side state of ``fs@to``.
-The replication cursor has the format ``#zrepl_CUSOR_G_<GUID>_J_<JOBNAME>``.
+Incremental sends only transfer the delta between ``@from`` and ``@to``.
-The last-received-hold tag has the format ``#zrepl_last_received_J_<JOBNAME>``.
+Incremental sends require that ``@from`` be present on the receiving side when receiving the incremental stream.
-Encoding the job name in the names ensures that multiple sending jobs can replicate the same filesystem to different receivers without interference.
+Incremental sends can also use a ZFS bookmark as *from* on the sending side (``zfs send -i #bm_from fs@to``), where ``#bm_from`` was created using ``zfs bookmark fs@from fs#bm_from``.
-The ``zrepl holds list`` provides a listing of all bookmarks and holds managed by zrepl.
+The receiving side must always have the actual snapshot ``@from``, regardless of whether the sending side uses ``@from`` or a bookmark of it.
+
+.. _zfs-background-knowledge-plain-vs-raw-sends:
+
+**Plain and raw sends**
+By default, ``zfs send`` sends the most generic, backwards-compatible data stream format (so-called 'plain send').
+If the sent uses newer features, e.g. compression or encryption, ``zfs send`` has to un-do these operations on the fly to produce the plain send stream.
+If the receiver uses newer features (e.g. compression or encryption inherited from the parent FS), it applies the necessary transformations again on the fly during ``zfs recv``.
+
+Flags such as ``-e``, ``-c`` and ``-L``  tell ZFS to produce a send stream that is closer to how the data is stored on disk.
+Sending with those flags removes computational overhead from sender and receiver.
+However, the receiver will not apply certain transformations, e.g., it will not compress with the receive-side ``compression`` algorithm.
+
+The ``-w`` (``--raw``) flag produces a send stream that is as *raw* as possible.
+For unencrypted datasets, its current effect is the same as ``-Lce``.
+
+Encrypted datasets can only be sent plain (unencrypted) or raw (encrypted) using the ``-w`` flag.
+
+**Resumable Send & Recv**
+The ``-s`` flag for ``zfs recv`` tells zfs to save the partially received send stream in case it is interrupted.
+To resume the replication, the receiving side filesystem's ``receive_resume_token`` must be passed to a new ``zfs send -t <value> | zfs recv`` command.
+A full send can only be resumed if ``@to`` still exists.
+An incremental send can only be resumed if ``@to`` still exists *and* either ``@from`` still exists *or* a bookmark ``#fbm`` of ``@from`` still exists.
+
+**ZFS Holds**
+ZFS holds prevent a snapshot from being deleted through ``zfs destroy``, letting the destroy fail with a ``datset is busy`` error.
+Holds are created and referred to by a *tag*. They can be thought of as a named, persistent lock on the snapshot.
+
+
+.. _zrepl-zfs-abstractions:
+
+ZFS Abstractions Managed By zrepl
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+With the background knowledge from the previous paragraph, we now summarize the different on-disk ZFS objects that zrepl manages to provide its functionality.
 
 .. _replication-placeholder-property:
 
-**Placeholder filesystems** on the receiving side are regular ZFS filesystems with the placeholder property ``zrepl:placeholder=on``.
+**Placeholder filesystems** on the receiving side are regular ZFS filesystems with the ZFS property ``zrepl:placeholder=on``.
 Placeholders allow the receiving side to mirror the sender's ZFS dataset hierarchy without replicating every filesystem at every intermediary dataset path component.
 Consider the following example: ``S/H/J`` shall be replicated to ``R/sink/job/S/H/J``, but neither ``S/H`` nor ``S`` shall be replicated.
 ZFS requires the existence of ``R/sink/job/S`` and ``R/sink/job/S/H`` in order to receive into ``R/sink/job/S/H/J``.
@@ -148,55 +191,110 @@ Thus, zrepl creates the parent filesystems as placeholders on the receiving side
 If at some point ``S/H`` and ``S`` shall be replicated, the receiving side invalidates the placeholder flag automatically.
 The ``zrepl test placeholder`` command can be used to check whether a filesystem is a placeholder.
 
+.. _replication-cursor-and-last-received-hold:
+
+The **replication cursor** bookmark and **last-received-hold** are managed by zrepl to ensure that future replications can always be done incrementally.
+The replication cursor is a send-side bookmark of the most recent successfully replicated snapshot,
+and the last-received-hold is a hold of that snapshot on the receiving side.
+Both are moved atomically after the receiving side has confirmed that a replication step is complete.
+
+The replication cursor has the format ``#zrepl_CUSOR_G_<GUID>_J_<JOBNAME>``.
+The last-received-hold tag has the format ``zrepl_last_received_J_<JOBNAME>``.
+Encoding the job name in the names ensures that multiple sending jobs can replicate the same filesystem to different receivers without interference.
+
+.. _tentative-replication-cursor-bookmarks:
+
+**Tentative replication cursor bookmarks** are short-lived bookmarks that protect the atomic moving-forward of the replication cursor and last-received-hold (see :issue:`this issue <340>`).
+They are only necessary if step holds are not used as per the :ref:`replication.protection <replication-option-protection>` setting.
+The tentative replication cursor has the format ``#zrepl_CUSORTENTATIVE_G_<GUID>_J_<JOBNAME>``.
+The ``zrepl zfs-abstraction list`` command provides a listing of all bookmarks and holds managed by zrepl.
+
+.. _step-holds:
+
+**Step holds** are zfs holds managed by zrepl to ensure that a replication step can always be resumed if it is interrupted, e.g., due to network outage.
+zrepl creates step holds before it attempts a replication step and releases them after the receiver confirms that the replication step is complete.
+For an initial replication ``full @initial_snap``, zrepl puts a zfs hold on ``@initial_snap``.
+For an incremental send ``@from -> @to``, zrepl puts a zfs hold on both ``@from`` and ``@to``.
+Note that ``@from`` is not strictly necessary for resumability -- a bookmark on the sending side would be sufficient --, but size-estimation in currently used OpenZFS versions only works if ``@from`` is a snapshot.
+The hold tag has the format ``zrepl_STEP_J_<JOBNAME>``.
+A job only ever has one active send per filesystem.
+Thus, there are never more than two step holds for a given pair of ``(job,filesystem)``.
+
+**Step bookmarks** are zrepl's equivalent for holds on bookmarks (ZFS does not support putting holds on bookmarks).
+They are intended for a situation where a replication step uses a bookmark ``#bm`` as incremental ``from`` where ``#bm`` is not managed by zrepl.
+To ensure resumability, zrepl copies ``#bm`` to step bookmark ``#zrepl_STEP_G_<GUID>_J_<JOBNAME>``.
+If the replication is interrupted and ``#bm`` is deleted by the user, the step bookmark remains as an incremental source for the resumable send.
+Note that zrepl does not yet support creating step bookmarks because the `corresponding ZFS feature for copying bookmarks <https://github.com/openzfs/zfs/pull/9571>`_ is not yet widely available .
+Subscribe to zrepl :issue:`326` for details.
+
+The ``zrepl zfs-abstraction list`` command provides a listing of all bookmarks and holds managed by zrepl.
+
+.. NOTE::
+
+    More details can be found in the design document :repomasterlink:`replication/design.md`.
+
+Limitations
+^^^^^^^^^^^
+
 .. ATTENTION::
 
     Currently, zrepl does not replicate filesystem properties.
     When receiving a filesystem, it is never mounted (`-u` flag)  and `mountpoint=none` is set.
     This is temporary and being worked on :issue:`24`.
 
-.. NOTE::
-
-    More details can be found in the design document :repomasterlink:`replication/design.md`.
-
 
 .. _jobs-multiple-jobs:
 
 Multiple Jobs & More than 2 Machines
 ------------------------------------
 
+The quick-start guides focus on simple setups with a single sender and a single receiver.
+This section documents considerations for more complex setups.
+
 .. ATTENTION::
 
-  When using multiple jobs across single or multiple machines, the following rules are critical to avoid race conditions & data loss:
+   Before you continue, make sure you have a working understanding of :ref:`how zrepl works <overview-how-replication-works>`
+   and :ref:`what zrepl does to ensure <zrepl-zfs-abstractions>` that replication between sender and receiver is always
+   possible without conflicts.
+   This will help you understand why certain kinds of multi-machine setups do not (yet) work.
 
-  1. The sets of ZFS filesystems matched by the ``filesystems`` filter fields must be disjoint across all jobs configured on a machine.
+.. NOTE::
-  2. The ZFS filesystem subtrees of jobs with ``root_fs`` must be disjoint.
-  3. Across all zrepl instances on all machines in the replication domain, there must be a 1:1 correspondence between active and passive jobs.
 
-  Explanations & exceptions to above rules are detailed below.
+   If you can't find your desired configuration, have questions or would like to see improvements to multi-job setups, please `open an issue on GitHub <https://github.com/zrepl/zrepl/issues/new>`_.
 
-If you would like to see improvements to multi-job setups, please `open an issue on GitHub <https://github.com/zrepl/zrepl/issues/new>`_.
+Multiple Jobs on one Machine
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+As a general rule, multiple jobs configured on one machine **must operate on disjoint sets of filesystems**.
+Otherwise, concurrently running jobs might interfere when operating on the same filesystem.
 
-No Overlapping
+On your setup, ensure that
-~~~~~~~~~~~~~~
 
-Jobs run independently of each other.
+* all ``filesystems`` filter specifications are disjoint
-If two jobs match the same filesystem with their ``filesystems`` filter, they will operate on that filesystem independently and potentially in parallel.
+* no ``root_fs`` is a prefix or equal to another ``root_fs``
-For example, if job A prunes snapshots that job B is planning to replicate, the replication will fail because B assumed the snapshot to still be present.
+* no ``filesystems`` filter matches any ``root_fs``
-However, the next replication attempt will re-examine the situation from scratch and should work.
 
-N push jobs to 1 sink
+**Exceptions to the rule**:
-~~~~~~~~~~~~~~~~~~~~~
 
-The :ref:`sink job <job-sink>` namespaces by client identity.
+* A ``snap`` and ``push`` job on the same machine can match the same ``filesystems``.
-It is thus safe to push to one sink job with different client identities.
+  To avoid interference, only one of the jobs should be pruning snapshots on the sender, the other one should keep all snapshots.
-If the push jobs have the same client identity, the filesystems matched by the push jobs must be disjoint to avoid races.
+  Since the jobs won't coordinate, errors in the log are to be expected, but :ref:`zrepl's ZFS abstractions <zrepl-zfs-abstractions>` ensure that ``push`` and ``sink`` can always replicate incrementally.
+  This scenario is detailed in one of the :ref:`quick-start guides <quickstart-backup-to-external-disk>`.
 
-N pull jobs from 1 source
-~~~~~~~~~~~~~~~~~~~~~~~~~
 
-Multiple pull jobs pulling from the same source have potential for race conditions during pruning:
+More Than 2 Machines
-each pull job prunes the source side independently, causing replication-prune and prune-prune races.
+^^^^^^^^^^^^^^^^^^^^
 
-There is currently no way for a pull job to filter which snapshots it should attempt to replicate.
+This section might be relevant to users who wish to *fan-in* (N machines replicate to 1) or *fan-out* (replicate 1 machine to N machines).
-Thus, it is not possible to just manually assert that the prune rules of all pull jobs are disjoint to avoid replication-prune and prune-prune races.
+
+**Working setups**:
+
+* N ``push`` identities, 1 ``sink`` (as long as the different push jobs have a different :ref:`client identity <overview-passive-side--client-identity>`)
+
+  * ``sink`` constrains each client to a disjoint sub-tree of the sink-side dataset hierarchy ``${root_fs}/${client_identity}``.
+    Therefore, the different clients cannot interfere.
+
+
+**Setups that do not work**:
+
+* N ``pull`` identities, 1 ``source`` job. Tracking :issue:`380`.
 

docs/configuration/prune.rst

@@ -46,6 +46,8 @@ Example Configuration:
              grid: 1x1h(keep=all) | 24x1h | 35x1d | 6x30d
              regex: "^zrepl_.*"
            # manually created snapshots will be kept forever on receiver
+           - type: regex
+             regex: "^manual_.*"
 
 .. DANGER::
     You might have **existing snapshots** of filesystems affected by pruning which you want to keep, i.e. not be destroyed by zrepl.
@@ -82,34 +84,82 @@ Policy ``grid``
         - type: grid
           regex: "^zrepl_.*"
           grid: 1x1h(keep=all) | 24x1h | 35x1d | 6x30d
-                │                │
+                │                │               │
-                └─ one hour interval
+                └─ 1 repetition of a one-hour interval with keep=all
-                                 │
+                                 │               │
-                                 └─ 24 adjacent one-hour intervals
+                                 └─ 24 repetitions of a one-hour interval with keep=1
+                                                 │
+                                                 └─ 6 repetitions of a 30-day interval with keep=1
       ...
 
-The retention grid can be thought of as a time-based sieve:
+The retention grid can be thought of as a time-based sieve that thins out snapshots as they get older.
-The ``grid`` field specifies a list of adjacent time intervals:
-the left edge of the leftmost (first) interval is the ``creation`` date of the youngest snapshot.
-All intervals to its right describe time intervals further in the past.
-
-Each interval carries a maximum number of snapshots to keep.
-It is specified via ``(keep=N)``, where ``N`` is either ``all`` (all snapshots are kept) or a positive integer.
-The default value is **keep=1**.
 
+The ``grid`` field specifies a list of adjacent time intervals.
+Each interval is a bucket with a maximum capacity of ``keep`` snapshots.
 The following procedure happens during pruning:
 
 #. The list of snapshots is filtered by the regular expression in ``regex``.
-   Only snapshots names that match the regex are considered for this rule, all others are not affected.
+   Only snapshots names that match the regex are considered for this rule, all others will be pruned unless another rule keeps them.
-#. The filtered list of snapshots is sorted by ``creation``
+#. The snapshots that match ``regex`` are placed onto a time axis according to their ``creation`` date.
-#. The left edge of the first interval is aligned to the ``creation`` date of the youngest snapshot
+   The youngest snapshot is on the left, the oldest on the right.
-#. A list of buckets is created, one for each interval
+#. The first buckets are placed "under" that axis so that the ``grid`` spec's first bucket's left edge aligns with youngest snapshot.
-#. The list of snapshots is split up into the buckets.
+#. All subsequent buckets are placed adjacent to their predecessor bucket.
-#. For each bucket
+#. Now each snapshot on the axis either falls into one bucket or it is older than our rightmost bucket.
+   Buckets are left-inclusive and right-exclusive which means that a snapshot on the edge of bucket will always 'fall into the right one'.
+#. Snapshots older than the rightmost bucket **not kept** by this gridspec.
+#. For each bucket, we only keep the ``keep`` oldest snapshots.
 
-   #. the contained snapshot list is sorted by creation.
+The syntax to describe the bucket list is as follows:
-   #. snapshots from the list, oldest first, are destroyed until the specified ``keep`` count is reached.
+
-   #. all remaining snapshots on the list are kept.
+::
+
+     Repeat x Duration (keep=all)
+
+* The **duration** specifies the length of the interval.
+* The **keep** count specifies the number of snapshots that fit into the bucket.
+  It can be either a positive integer or ``all`` (all snapshots are kept).
+* The **repeat** count repeats the bucket definition for the specified number of times.
+
+**Example**:
+
+::
+
+          This grid spec produces the following list of adjacent buckets. For the sake of simplicity,
+          we subject all snapshots to the grid pruning policy by settings `regex: .*`.
+
+          `
+           grid: 1x1h(keep=all) | 2x2h | 1x3h
+           regex: .*
+          `
+
+          0h        1h        2h        3h        4h        5h        6h        7h        8h        9h
+          |         |         |         |         |         |         |         |         |         |
+          |-Bucket1-|-----Bucket 2------|------Bucket 3-----|-----------Bucket 4----------|
+          | keep=all|      keep=1       |       keep=1      |            keep=1           |
+
+
+
+          Let us consider the following set of snapshots @a-zA-C:
+
+
+          |  a  b  c  d  e  f  g  h  i  j  k  l  m  n  o  p  q  r  s  t  u  v  w  x  y  z  A  B  C  D        |
+
+          The `grid` algorithm maps them to their respective buckets:
+
+          Bucket 1: a, b, c
+          Bucket 2: d,e,f,g,h,i,j
+          Bucket 3: k,l,m,n,o,p
+          Bucket 4: q,r, q,r,s,t,u,v,w,x,y,z
+          None:     A,B,C,D
+
+          It then applies the per-bucket pruning logic described above which resulting in the
+          following list of remaining snapshots.
+
+          |  a  b  c                    j                 p                             z                    |
+
+          Note that it only makes sense to grow (not shorten) the interval duration for buckets
+          further in the past since each bucket acts like a low-pass filter for incoming snapshots
+          and adding a less-low-pass-filter after a low-pass one has no effect.
 
 
 .. _prune-keep-last-n:
@@ -125,9 +175,11 @@ Policy ``last_n``
          keep_receiver:
          - type: last_n
            count: 10
+           regex: ^zrepl_.*$ # optional
      ...
 
-``last_n`` keeps the last ``count`` snapshots (last = youngest = most recent creation date).
+``last_n`` filters the snapshot list by ``regex``, then keeps the last ``count`` snapshots in that list (last = youngest = most recent creation date)
+All snapshots that don't match ``regex`` or exceed ``count`` in the filtered list are destroyed unless matched by other rules.
 
 .. _prune-keep-regex:
 

docs/configuration/replication.rst

@@ -0,0 +1,74 @@
+.. include:: ../global.rst.inc
+
+
+Replication Options
+===================
+
+
+::
+   
+   jobs:
+   - type: push
+     filesystems: ...
+     replication:
+       protection:
+         initial:     guarantee_resumability # guarantee_{resumability,incremental,nothing}
+         incremental: guarantee_resumability # guarantee_{resumability,incremental,nothing}
+       concurrency:
+         size_estimates: 4
+         steps: 1
+
+     ...
+
+.. _replication-option-protection:
+
+``protection`` option
+--------------------------
+
+The ``protection`` variable controls the degree to which a replicated filesystem is protected from getting out of sync through a zrepl pruner or external tools that destroy snapshots.
+zrepl can guarantee :ref:`resumability <step-holds>` or just :ref:`incremental replication <replication-cursor-and-last-received-hold>`.
+
+``guarantee_resumability`` is the **default** value and guarantees that a replication step is always resumable and that incremental replication will always be possible.
+The implementation uses replication cursors, last-received-hold and step holds.
+
+``guarantee_incremental`` only guarantees that incremental replication will always be possible.
+If a step ``from -> to`` is interrupted and its `to` snapshot is destroyed, zrepl will remove the half-received ``to``'s resume state and start a new step ``from -> to2``.
+The implementation uses replication cursors, tentative replication cursors and last-received-hold.
+
+``guarantee_nothing`` does not make any guarantees with regards to keeping sending and receiving side in sync.
+No bookmarks or holds are created to protect sender and receiver from diverging.
+
+**Tradeoffs**
+
+Using ``guarantee_incremental`` instead of ``guarantee_resumability`` obviously removes the resumability guarantee.
+This means that replication progress is no longer monotonic which might lead to a replication setup that never makes progress if mid-step interruptions are too frequent (e.g. frequent network outages).
+However, the advantage and :issue:`reason for existence <288>` of the ``incremental`` mode is that it allows the pruner to delete snapshots of interrupted replication steps
+which is useful if replication happens so rarely (or fails so frequently) that the amount of disk space exclusively referenced by the step's snapshots becomes intolerable.
+
+.. NOTE::
+
+   When changing this flag, obsoleted zrepl-managed bookmarks and holds will be destroyed on the next replication step that is attempted for each filesystem.
+
+
+.. _replication-option-concurrency:
+
+``concurrency`` option
+----------------------
+
+The ``concurrency`` options control the maximum amount of concurrency during replication.
+The default values allow some concurrency during size estimation but no parallelism for the actual replication.
+
+* ``concurrency.steps`` (default = 1) controls the maximum number of concurrently executed :ref:`replication steps <overview-how-replication-works>`.
+  The planning step for each file system is counted as a single step.
+* ``concurrency.size_estimates`` (default = 4) controls the maximum number of concurrent step size estimations done by the job.
+
+Note that initial replication cannot start replicating child filesystems before the parent filesystem's initial replication step has completed.
+
+Some notes on tuning these values:
+
+* Disk: Size estimation is less I/O intensive than step execution because it does not need to access the data blocks.
+* CPU: Size estimation is usually a dense CPU burst whereas step execution CPU utilization is stretched out over time because of disk IO.
+  Faster disks, sending a compressed dataset in :ref:`plain mode <zfs-background-knowledge-plain-vs-raw-sends>` and the zrepl transport mode all contribute to higher CPU requirements.
+* Network bandwidth: Size estimation does not consume meaningful amounts of bandwidth, step execution does.
+* :ref:`zrepl ZFS abstractions <zrepl-zfs-abstractions>`: for each replication step zrepl needs to update its ZFS abstractions through the ``zfs`` command which often waits multiple seconds for the zpool to sync.
+  Thus, if the actual send & recv time of a step is small compared to the time spent on zrepl ZFS abstractions then increasing step execution concurrency will result in a lower overall turnaround time.

docs/configuration/sendrecvoptions.rst

@@ -9,22 +9,62 @@ Send & Recv Options
 Send Options
 ~~~~~~~~~~~~
 
+:ref:`Source<job-source>` and :ref:`push<job-push>` jobs have an optional ``send`` configuration section.
+
 ::
    
    jobs:
    - type: push
      filesystems: ...
      send:
-       encrypted: true
+       # flags from the table below go here
      ...
 
-:ref:`Source<job-source>` and :ref:`push<job-push>` jobs have an optional ``send`` configuration section.
+The following table specifies the list of (boolean) options.
+Flags with an entry in the ``zfs send`` column map directly to the zfs send CLI flags.
+zrepl does not perform feature checks for these flags.
+If you enable a flag that is not supported by the installed version of ZFS, the zfs error will show up at runtime in the logs and zrepl status.
+See the `upstream man page <https://openzfs.github.io/openzfs-docs/man/8/zfs-send.8.html>`_ (``man zfs-send``) for their semantics.
 
-``encryption`` option
+.. list-table::
----------------------
+    :widths: 20 10 70
+    :header-rows: 1
 
-The ``encryption`` variable controls whether the matched filesystems are sent as `OpenZFS native encryption <http://open-zfs.org/wiki/ZFS-Native_Encryption>`_ raw sends.
+    * - ``send.``
-More specifically, if ``encryption=true``, zrepl
+      - ``zfs send``
+      - Comment
+    * - ``encrypted``
+      -
+      - Specific to zrepl, :ref:`see below <job-send-options-encrypted>`.
+    * - ``raw``
+      - ``-w``
+      - Use ``encrypted`` to only allow encrypted sends.
+    * - ``send_properties``
+      - ``-p``
+      - **Be careful**, read the :ref:`note on property replication below <job-note-property-replication>`.
+    * - ``backup_properties``
+      - ``-b``
+      - **Be careful**, read the :ref:`note on property replication below <job-note-property-replication>`.
+    * - ``large_blocks``
+      - ``-L``
+      - **Potential data loss on OpenZFS < 2.0**, see :ref:`warning below <job-send-options-large-blocks>`.
+    * - ``compressed``
+      - ``-c``
+      -
+    * - ``embbeded_data``
+      - ``-e``
+      -
+    * - ``saved``
+      - ``-S``
+      -
+
+.. _job-send-options-encrypted:
+
+``encrypted``
+-------------
+
+The ``encrypted`` option controls whether the matched filesystems are sent as `OpenZFS native encryption <http://open-zfs.org/wiki/ZFS-Native_Encryption>`_ raw sends.
+More specifically, if ``encrypted=true``, zrepl
 
 * checks for any of the filesystems matched by ``filesystems`` whether the ZFS ``encryption`` property indicates that the filesystem is actually encrypted with ZFS native encryption and
 * invokes the ``zfs send`` subcommand with the ``-w`` option (raw sends) and
@@ -32,14 +72,137 @@ More specifically, if ``encryption=true``, zrepl
 
 Filesystems matched by ``filesystems`` that are not encrypted are not sent and will cause error log messages.
 
-If ``encryption=false``, zrepl expects that filesystems matching ``filesystems`` are not encrypted or have loaded encryption keys.
+If ``encrypted=false``, zrepl expects that filesystems matching ``filesystems`` are not encrypted or have loaded encryption keys.
+
+.. NOTE::
+
+   Use ``encrypted`` instead of ``raw`` to make your intent clear that zrepl must only replicate filesystems that are actually encrypted by OpenZFS native encryption.
+   It is meant as a safeguard to prevent unintended sends of unencrypted filesystems in raw mode.
+
+.. _job-send-options-properties:
+
+``properties``
+--------------
+Sends the dataset properties along with snapshots.
+Please be careful with this option and read the :ref:`note on property replication below <job-note-property-replication>`.
+
+.. _job-send-options-backup-properties:
+
+``backup_properties``
+---------------------
+
+When properties are modified on a filesystem that was received from a send stream with ``send.properties=true``, ZFS archives the original received value internally.
+This also applies to :ref:`inheriting or overriding properties during zfs receive <job-recv-options--inherit-and-override>`.
+
+When sending those received filesystems another hop, the ``backup_properties`` flag instructs ZFS to send the original property values rather than the current locally set values.
+
+This is useful for replicating properties across multiple levels of backup machines.
+**Example:**
+Suppose we want to flow snapshots from Machine A to B, then from B to C.
+A will enable the :ref:`properties send option <job-send-options-properties>`.
+B will want to override :ref:`critical properties such as mountpoint or canmount <job-note-property-replication>`.
+But the job that replicates from B to C should be sending the original property values received from A.
+Thus, B sets the ``backup_properties`` option.
+
+Please be careful with this option and read the :ref:`note on property replication below <job-note-property-replication>`.
+
+.. _job-send-options-large-blocks:
+
+``large_blocks``
+----------------
+
+This flag should not be changed after initial replication.
+Prior to `OpenZFS commit 7bcb7f08 <https://github.com/openzfs/zfs/pull/10383/files#diff-4c1e47568f46fb63546e984943b09a3e6b051e2242649523f7835bbdfe2a9110R337-R342>`_
+it was possible to change this setting which resulted in **data loss on the receiver**.
+The commit in question is included in OpenZFS 2.0 and works around the problem by prohibiting receives of incremental streams with a flipped setting.
+
+.. WARNING::
+
+   This bug has **not been fixed in the OpenZFS 0.8 releases** which means that changing this flag after initial replication might cause **data loss** on the receiver.
 
 .. _job-recv-options:
 
 Recv Options
 ~~~~~~~~~~~~
 
-:ref:`Sink<job-sink>` and :ref:`pull<job-pull>` jobs have an optional ``recv`` configuration section.
+:ref:`Sink<job-sink>` and :ref:`pull<job-pull>` jobs have an optional ``recv`` configuration section:
-However, there are currently no variables to configure there.
+
+::
+
+   jobs:
+   - type: pull
+     recv:
+       properties:
+         inherit:
+           - "mountpoint"
+         override: {
+           "org.openzfs.systemd:ignore": "on"
+         }
+     ...
+
+.. _job-recv-options--inherit-and-override:
+
+``properties``
+--------------
+
+``override`` maps directly to the `zfs recv -o flag <https://openzfs.github.io/openzfs-docs/man/8/zfs-recv.8.html>`_.
+Property name-value pairs specified in this map will apply to all received filesystems, regardless of whether the send stream contains properties or not.
+
+``inherit`` maps directly to the `zfs recv -x flag <https://openzfs.github.io/openzfs-docs/man/8/zfs-recv.8.html>`_.
+Property names specified in this list will be inherited from the receiving side's parent filesystem (e.g. ``root_fs``).
+
+With both options, the sending side's property value is still stored on the receiver, but the local override or inherit is the one that takes effect.
+You can send the original properties from the first receiver to another receiver using :ref:`send.backup_properties<job-send-options-backup-properties>`.
 
 
+.. _job-note-property-replication:
+
+A Note on Property Replication
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If a send stream contains properties, as per ``send.properties`` or ``send.backup_properties``,
+the default ZFS behavior is to use those properties on the receiving side, verbatim.
+
+In many use cases for zrepl, this can have devastating consequences.
+For example, when backing up a filesystem that has ``mountpoint=/`` to a storage server,
+that storage server's root filesystem will be shadowed by the received file system on some platforms.
+Also, many scripts and tools use ZFS user properties for configuration and do not check the property source (``local`` vs. ``received``).
+If they are installed on the receiving side as well as the sending side, property replication could have unintended effects.
+
+**zrepl currently does not provide any automatic safe-guards for property replication:**
+
+* Make sure to read the entire man page on zfs recv (`man zfs recv <https://openzfs.github.io/openzfs-docs/man/8/zfs-recv.8.html>`_) before enabling this feature.
+* Use ``recv.properties.override`` whenever possible, e.g. for ``mountpoint=none`` or ``canmount=off``.
+* Use ``recv.properties.inherit`` if that makes more sense to you.
+
+Below is an **non-exhaustive list of problematic properties**.
+Please open a pull request if you find a property that is missing from this list.
+(Both with regards to core ZFS tools and other software in the broader ecosystem.)
+
+Mount behaviour
+---------------
+
+* ``mountpoint``
+* ``canmount``
+* ``overlay``
+
+Systemd
+-------
+
+With systemd, you should also consider the properties processed by the `zfs-mount-generator <https://manpages.debian.org/buster-backports/zfsutils-linux/zfs-mount-generator.8.en.html>`_ .
+
+Most notably:
+
+* ``org.openzfs.systemd:ignore``
+* ``org.openzfs.systemd:wanted-by``
+* ``org.openzfs.systemd:required-by``
+
+Encryption
+----------
+
+If the sender filesystems are encrypted but the sender does :ref:`plain sends <zfs-background-knowledge-plain-vs-raw-sends>`
+and property replication is enabled, the receiver must :ref:`inherit the following properties<job-recv-options--inherit-and-override>`:
+
+* ``keylocation``
+* ``keyformat``
+* ``encryption``

docs/configuration/snapshotting.rst

@@ -131,7 +131,7 @@ The following environment variables are set:
 * ``ZREPL_SNAPNAME``: the zrepl-generated snapshot name (e.g. ``zrepl_20380119_031407_000``)
 * ``ZREPL_DRYRUN``: set to ``"true"`` if a dry run is in progress so scripts can print, but not run, their commands
 
-An empty template hook can be found in :sampleconf:`hooks/template.sh`.
+An empty template hook can be found in :sampleconf:`/hooks/template.sh`.
 
 .. _job-hook-type-postgres-checkpoint:
 

docs/configuration/transports.rst

@@ -52,8 +52,15 @@ Serve
         listen: ":8888"
         listen_freebind: true # optional, default false
         clients: {
-          "192.168.122.123" : "mysql01"
+          "192.168.122.123" :               "mysql01",
-          "192.168.122.123" : "mx01"
+          "192.168.122.42" :                "mx01",
+          "2001:0db8:85a3::8a2e:0370:7334": "gateway",
+
+          # CIDR masks require a '*' in the client identity string
+          # that is expanded to the client's IP address
+
+          "10.23.42.0/24":       "cluster-*"
+          "fde4:8dba:82e1::/64": "san-*"
         }
       ...
 
@@ -84,7 +91,8 @@ The ``tls`` transport uses TCP + TLS with client authentication using client cer
 The client identity is the common name (CN) presented in the client certificate.
 
 It is recommended to set up a dedicated CA infrastructure for this transport, e.g. using OpenVPN's `EasyRSA <https://github.com/OpenVPN/easy-rsa>`_.
-For a simple 2-machine setup, see the :ref:`instructions below<transport-tcp+tlsclientauth-2machineopenssl>`.
+For a simple 2-machine setup, mutual TLS might also be sufficient.
+We provide :ref:`copy-pastable instructions to generate the certificates below <transport-tcp+tlsclientauth-certgen>`.
 
 The implementation uses `Go's TLS library <https://golang.org/pkg/crypto/tls/>`_.
 Since Go binaries are statically linked, you or your distribution need to recompile zrepl when vulnerabilities in that library are disclosed.
@@ -96,6 +104,16 @@ If intermediate CAs are used, the **full chain** must be present in either in th
 Regardless, the client's certificate must be first in the ``cert`` file, with each following certificate directly certifying the one preceding it (see `TLS's specification <https://tools.ietf.org/html/rfc5246#section-7.4.2>`_).
 This is the common default when using a CA management tool.
 
+.. NOTE::
+
+   As of Go 1.15 (zrepl 0.3.0 and newer), the Go TLS / x509 library **requrires Subject Alternative Names**
+   be present in certificates. You might need to re-generate your certificates using one of the :ref:`two alternatives
+   provided below<transport-tcp+tlsclientauth-certgen>`.
+
+   Note further that zrepl continues to use the CommonName field to assign client identities.
+   Hence, we recommend to keep the Subject Alternative Name and the CommonName in sync.
+
+
 Serve
 ~~~~~
 
@@ -140,45 +158,25 @@ The ``server_cn`` specifies the expected common name (CN) of the server's certif
 It overrides the hostname specified in ``address``.
 The connection fails if either do not match.
 
+.. _transport-tcp+tlsclientauth-certgen:
+
 .. _transport-tcp+tlsclientauth-2machineopenssl:
 
-Self-Signed Certificates
+Mutual-TLS between Two Machines
-~~~~~~~~~~~~~~~~~~~~~~~~
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-Tools like `EasyRSA <https://github.com/OpenVPN/easy-rsa>`_ make it easy to manage CA infrastructure for multiple clients, e.g. a central zrepl backup server (in sink mode).
 However, for a two-machine setup, self-signed certificates distributed using an out-of-band mechanism will also work just fine:
 
 Suppose you have a push-mode setup, with `backups.example.com` running the :ref:`sink job <job-sink>`, and `prod.example.com` running the :ref:`push job <job-push>`.
 Run the following OpenSSL commands on each host, substituting HOSTNAME in both filenames and the interactive input prompt by OpenSSL:
 
 .. code-block:: bash
-   :emphasize-lines: 1-5,24
 
-   openssl req -x509 -sha256 -nodes \
+   (name=HOSTNAME; openssl req -x509 -sha256 -nodes \
-      -newkey rsa:4096 \
+    -newkey rsa:4096 \
-      -days 365 \
+    -days 365 \
-      -keyout HOSTNAME.key \
+    -keyout $name.key \
-      -out HOSTNAME.crt
+    -out $name.crt -addext "subjectAltName = DNS:$name" -subj "/CN=$name")
-
-   #Generating a 4096 bit RSA private key
-   #................++++
-   #.++++
-   #writing new private key to 'backups.key'
-   #-----
-   #You are about to be asked to enter information that will be incorporated
-   #into your certificate request.
-   #What you are about to enter is what is called a Distinguished Name or a DN.
-   #There are quite a few fields but you can leave some blank
-   #For some fields there will be a default value,
-   #If you enter '.', the field will be left blank.
-   #-----
-   #Country Name (2 letter code) [XX]:
-   #State or Province Name (full name) []:
-   #Locality Name (eg, city) [Default City]:
-   #Organization Name (eg, company) [Default Company Ltd]:
-   #Organizational Unit Name (eg, section) []:
-   #Common Name (eg, your name or your server's hostname) []:HOSTNAME
-   #Email Address []:
 
 Now copy each machine's ``HOSTNAME.crt`` to the other machine's ``/etc/zrepl/HOSTNAME.crt``, for example using `scp`.
 The serve & connect configuration will thus look like the following:
@@ -209,6 +207,36 @@ The serve & connect configuration will thus look like the following:
      ...
 
 
+Certificate Authority using EasyRSA
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+For more than two machines, it might make sense to set up a CA infrastructure.
+Tools like `EasyRSA <https://github.com/OpenVPN/easy-rsa>`_ make this very easy:
+
+::
+
+     #!/usr/bin/env bash
+     set -euo pipefail
+
+     HOSTS=(backupserver prod1 prod2 prod3)
+
+     curl -L https://github.com/OpenVPN/easy-rsa/releases/download/v3.0.7/EasyRSA-3.0.7.tgz > EasyRSA-3.0.7.tgz
+     echo "157d2e8c115c3ad070c1b2641a4c9191e06a32a8e50971847a718251eeb510a8  EasyRSA-3.0.7.tgz" | sha256sum -c
+     rm -rf EasyRSA-3.0.7
+     tar -xf EasyRSA-3.0.7.tgz
+     cd EasyRSA-3.0.7
+     ./easyrsa
+     ./easyrsa init-pki
+     ./easyrsa build-ca nopass
+
+     for host in "${HOSTS[@]}"; do
+         ./easyrsa build-serverClient-full $host nopass
+         echo cert for host $host available at pki/issued/$host.crt
+         echo key for host $host available at pki/private/$host.key
+     done
+     echo ca cert available at pki/ca.crt
+
+
 .. _transport-ssh+stdinserver:
 
 ``ssh+stdinserver`` Transport

docs/gen-sphinx-versioning-flags.py

@@ -0,0 +1,74 @@
+#!/usr/bin/env python3
+
+import subprocess
+import re
+
+output = subprocess.run(["git", "tag", "-l"], capture_output=True, check=True, text=True)
+tagRE = re.compile(r"^v(?P<major>\d+)\.(?P<minor>\d+)\.(?P<patch>\d+)(-rc(?P<rc>\d+))?$")
+class Tag:
+    orig: str
+    major: int
+    minor: int
+    patch: int
+    rc: int
+
+    def __str__(self):
+        return self.orig
+
+    def __repr__(self):
+        return self.orig
+
+tags = []
+for line in output.stdout.split("\n"):
+    m = tagRE.match(line)
+    if not m:
+        continue
+    m = m.groupdict()
+
+    t = Tag()
+    t.orig = line
+    t.major = int(m["major"])   
+    t.minor = int(m["minor"])   
+    t.patch = int(m["patch"])
+    t.rc = int(m["rc"] if m["rc"] is not None else 0)
+
+    tags.append(t)
+
+by_major_minor = {}
+
+for tag in tags:
+    key = (tag.major, tag.minor)
+    l = by_major_minor.get(key, [])
+    l.append(tag)
+    by_major_minor[key] = l
+
+latest_by_major_minor = []
+for (mm, l) in by_major_minor.items():
+    # sort ascending by patch-level (rc's weigh less)
+    l.sort(key=lambda tag: (tag.patch, int(tag.rc == 0), tag.rc))
+    latest_by_major_minor.append(l[-1])
+latest_by_major_minor.sort(key=lambda tag: (tag.major, tag.minor))
+
+# print(by_major_minor)
+# print(latest_by_major_minor)
+
+cmdline = []
+
+for latest_patch in latest_by_major_minor:
+    cmdline.append("--whitelist-tags")
+    cmdline.append(f"^{re.escape(latest_patch.orig)}$")
+
+# we want flexibility to update docs for the latest stable release
+# => we have a branch for that, called `stable` which we move manually
+# TODO: in the future, have f"stable-{latest_by_major_minor[-1]}"
+default_version = "stable"
+cmdline.extend(["--whitelist-branches", default_version])
+
+cmdline.extend(["--root-ref", f"{default_version}"])
+cmdline.extend(["--banner-main-ref", f"{default_version}"])
+cmdline.extend(["--show-banner"])
+cmdline.extend(["--sort", "semver"])
+
+cmdline.extend(["--whitelist-branches", "master"])
+
+print(" ".join(cmdline))

docs/global.rst.inc

@@ -11,10 +11,12 @@
    :target: https://zrepl.github.io
 .. |Donate via PayPal| image:: https://img.shields.io/badge/donate-paypal-yellow.svg
    :target: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=R5QSXJVYHGX96
-.. |Donate via Liberapay| image:: https://img.shields.io/liberapay/receives/zrepl.svg?logo=liberapay
+.. |Donate via Liberapay| image:: https://img.shields.io/liberapay/patrons/zrepl.svg?logo=liberapay
    :target: https://liberapay.com/zrepl/donate
-.. |Donate via Patreon| image:: https://img.shields.io/endpoint.svg?url=https%3A%2F%2Fshieldsio-patreon.herokuapp.com%2Fzrepl%2Fpledges&style=flat&color=yellow
+.. |Donate via Patreon| image:: https://img.shields.io/badge/dynamic/json?color=yellow&label=Patreon&query=data.attributes.patron_count&suffix=%20patrons&url=https%3A%2F%2Fwww.patreon.com%2Fapi%2Fcampaigns%2F3095079
    :target: https://www.patreon.com/zrepl
+.. |Donate via GitHub Sponsors| image:: https://img.shields.io/static/v1?label=Sponsor&message=%E2%9D%A4&logo=GitHub&style=flat&color=yellow
+   :target: https://github.com/sponsors/problame
 .. |Twitter| image:: https://img.shields.io/twitter/url/https/github.com/zrepl/zrepl.svg?style=social
    :target: https://twitter.com/intent/tweet?text=Wow:&url=https%3A%2F%2Fgithub.com%2Fzrepl%2Fzrepl
 
@@ -25,4 +27,8 @@
 .. |recv-options| replace:: :ref:`recv options<job-recv-options>`
 .. |snapshotting-spec| replace:: :ref:`snapshotting specification <job-snapshotting-spec>`
 .. |pruning-spec| replace:: :ref:`pruning specification <prune>`
-.. |filter-spec| replace:: :ref:`filter specification<pattern-filter>`
+.. |filter-spec| replace:: :ref:`filter specification<pattern-filter>`
+
+.. |br| raw:: html
+
+   <br/>

docs/index.rst

@@ -5,7 +5,7 @@
 
 .. include:: global.rst.inc
 
-|GitHub license| |Language: Go| |Twitter| |Donate via Patreon| |Donate via Liberapay| |Donate via PayPal| 
+|GitHub license| |Language: Go| |Twitter| |Donate via Patreon| |Donate via GitHub Sponsors| |Donate via Liberapay| |Donate via PayPal|
 
 
 zrepl - ZFS replication
@@ -44,7 +44,7 @@ zrepl - ZFS replication
 Getting started
 ~~~~~~~~~~~~~~~
 
-The :ref:`10 minutes tutorial setup <tutorial>` gives you a first impression.
+The :ref:`10 minute quick-start guides <quickstart-toc>` give you a first impression.
 
 Main Features
 ~~~~~~~~~~~~~
@@ -61,7 +61,11 @@ Main Features
     * [x] Automatic ZFS holds during send & receive
     * [x] Automatic bookmark \& hold management for guaranteed incremental send & recv 
     * [x] Encrypted raw send & receive to untrusted receivers (OpenZFS native encryption)
-    * [ ] Compressed send & receive
+    * [x] Properties send & receive
+    * [x] Compressed send & receive
+    * [x] Large blocks send & receive
+    * [x] Embedded data send & receive
+    * [x] Resume state send & receive
 
 * **Automatic snapshot management**
 
@@ -125,7 +129,7 @@ Table of Contents
    :maxdepth: 2
    :caption: Contents:
 
-   tutorial
+   quickstart
    installation
    configuration
    usage

docs/installation.rst

@@ -1,138 +1,20 @@
-.. _binary releases: https://github.com/zrepl/zrepl/releases
 
-.. _installation:
+.. _installation_toc:
 
+************
 Installation
-============
+************
 
 .. TIP::
 
-    Note: check out the :ref:`tutorial` if you want a first impression of zrepl.
+    Note: check out the :ref:`quick-start guides <quickstart-toc>` if you want a first impression of zrepl.
 
-User Privileges
+.. toctree::
----------------
 
-It is possible to run zrepl as an unprivileged user in combination with
+    installation/user-privileges
-`ZFS delegation <https://www.freebsd.org/doc/handbook/zfs-zfs-allow.html>`_.
+    installation/packages
-Also, there is the possibility to run it in a jail on FreeBSD by delegating a dataset to the jail.
+    installation/apt-repos
-However, until we get around documenting those setups, you will have to run zrepl as root or experiment yourself :)
+    installation/rpm-repos
-
+    installation/compile-from-source
-Packages
+    installation/freebsd-jail-with-iocage
---------
+    installation/what-next
-
-zrepl source releases are signed & tagged by the author in the git repository.
-Your OS vendor may provide binary packages of zrepl through the package manager.
-Additionally, `binary releases`_ are provided on GitHub.
-The following list may be incomplete, feel free to submit a PR with an update:
-
-.. list-table::
-    :header-rows: 1
-
-    * - OS / Distro
-      - Install Command
-      - Link
-    * - FreeBSD
-      - ``pkg install zrepl``
-      - `<https://www.freshports.org/sysutils/zrepl/>`_
-    * - MacOS
-      - ``brew install zrepl``
-      - Available on `homebrew <https://brew.sh>`_
-    * - Arch Linux
-      - ``yay install zrepl``
-      - Available on `AUR <https://aur.archlinux.org/packages/zrepl>`_
-    * - Fedora
-      - ``dnf install zrepl``
-      - Available on `COPR <https://copr.fedorainfracloud.org/coprs/poettlerric/zrepl/>`_
-    * - CentOS/RHEL
-      - ``yum install zrepl``
-      - Available on `COPR <https://copr.fedorainfracloud.org/coprs/poettlerric/zrepl/>`_
-    * - Debian + Ubuntu
-      - ``apt install zrepl``
-      - APT repository config :ref:`see below <installation-apt-repos>`
-    * - OmniOS
-      - ``pkg install zrepl``
-      - Available since `r151030 <https://pkg.omniosce.org/r151030/extra/en/search.shtml?token=zrepl&action=Search>`_
-    * - Void Linux
-      - ``xbps-install zrepl``
-      - Available since `a88a2a4 <https://github.com/void-linux/void-packages/commit/a88a2a4d7bf56072dadf61ab56b8424e39155890>`_
-    * - Others
-      -
-      - Use `binary releases`_ or build from source.
-
-.. _installation-apt-repos:
-
-Debian / Ubuntu APT repositories
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-We maintain APT repositories for Debian, Ubuntu and derivatives.
-The fingerprint of the signing key is ``E101 418F D3D6 FBCB 9D65  A62D 7086 99FC 5F2E BF16``.
-It is available at `<https://zrepl.cschwarz.com/apt/apt-key.asc>`_ .
-Please open an issue `in the packaging repository <https://github.com/zrepl/debian-binary-packaging>`_ if you encounter any issues with the repository.
-
-The following snippet configure the repository for your Debian or Ubuntu release:
-
-::
-
-    apt update && apt install curl gnupg lsb-release; \
-    ARCH="$(dpkg --print-architecture)"; \
-    CODENAME="$(lsb_release -i -s | tr '[:upper:]' '[:lower:]') $(lsb_release -c -s | tr '[:upper:]' '[:lower:]')"; \
-    echo "Using Distro and Codename: $CODENAME"; \
-    (curl https://zrepl.cschwarz.com/apt/apt-key.asc | apt-key add -) && \
-    (echo "deb [arch=$ARCH] https://zrepl.cschwarz.com/apt/$CODENAME main" > /etc/apt/sources.list.d/zrepl.list) && \
-    apt update
-
-
-.. NOTE::
-
-   Until zrepl reaches 1.0, all APT repositories will be updated to the latest zrepl release immediately.
-   This includes breaking changes between zrepl versions.
-   Use ``apt-mark hold zrepl`` to prevent upgrades of zrepl.
-
-Compile From Source
-~~~~~~~~~~~~~~~~~~~
-
-Producing a release requires **Go 1.11** or newer and **Python 3** + **pip3** + ``docs/requirements.txt`` for the Sphinx documentation.
-A tutorial to install Go is available over at `golang.org <https://golang.org/doc/install>`_.
-Python and pip3 should probably be installed via your distro's package manager.
-
-Alternatively, you can use the Docker build process:
-it is used to produce the official zrepl `binary releases`_
-and serves as a reference for build dependencies and procedure:
-
-::
-
-    git clone https://github.com/zrepl/zrepl.git && \
-    cd zrepl && \
-    sudo docker build -t zrepl_build -f build.Dockerfile . && \
-    sudo docker run -it --rm \
-        -v "${PWD}:/src" \
-        --user "$(id -u):$(id -g)" \
-        zrepl_build make release
-
-Alternatively, you can install build dependencies on your local system and then build in your ``$GOPATH``:
-
-::
-
-    mkdir -p "${GOPATH}/src/github.com/zrepl/zrepl"
-    git clone https://github.com/zrepl/zrepl.git "${GOPATH}/src/github.com/zrepl/zrepl"
-    cd "${GOPATH}/src/github.com/zrepl/zrepl"
-    python3 -m venv3
-    source venv3/bin/activate
-    ./lazy.sh devsetup
-    make release
-
-The Python venv is used for the documentation build dependencies.
-If you just want to build the zrepl binary, leave it out and use `./lazy.sh godep` instead.
-Either way, all build results are located in the ``artifacts/`` directory.
-
-.. NOTE::
-
-    It is your job to install the appropriate binary in the zrepl users's ``$PATH``, e.g. ``/usr/local/bin/zrepl``.
-    Otherwise, the examples in the :ref:`tutorial` may need to be adjusted.
-
-What next?
-----------
-
-Read the :ref:`configuration chapter<configuration_toc>` and then continue with the :ref:`usage chapter<usage>`.
-
-**Reminder**: If you want a quick introduction, please read the :ref:`tutorial`.

docs/installation/apt-repos.rst

@@ -0,0 +1,29 @@
+
+.. _installation-apt-repos:
+
+Debian / Ubuntu APT repositories
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+We maintain APT repositories for Debian, Ubuntu and derivatives.
+The fingerprint of the signing key is ``E101 418F D3D6 FBCB 9D65  A62D 7086 99FC 5F2E BF16``.
+It is available at `<https://zrepl.cschwarz.com/apt/apt-key.asc>`_ .
+Please open an issue in on GitHub if you encounter any issues with the repository.
+
+The following snippet configure the repository for your Debian or Ubuntu release:
+
+::
+
+    apt update && apt install curl gnupg lsb-release; \
+    ARCH="$(dpkg --print-architecture)"; \
+    CODENAME="$(lsb_release -i -s | tr '[:upper:]' '[:lower:]') $(lsb_release -c -s | tr '[:upper:]' '[:lower:]')"; \
+    echo "Using Distro and Codename: $CODENAME"; \
+    (curl https://zrepl.cschwarz.com/apt/apt-key.asc | apt-key add -) && \
+    (echo "deb [arch=$ARCH] https://zrepl.cschwarz.com/apt/$CODENAME main" > /etc/apt/sources.list.d/zrepl.list) && \
+    apt update
+
+
+.. NOTE::
+
+   Until zrepl reaches 1.0, the repositories will be updated to the latest zrepl release immediately.
+   This includes breaking changes between zrepl versions.
+   Use ``apt-mark hold zrepl`` to prevent upgrades of zrepl.

docs/installation/compile-from-source.rst

@@ -0,0 +1,43 @@
+.. _binary releases: https://github.com/zrepl/zrepl/releases
+
+.. _installation-compile-from-source:
+
+Compile From Source
+~~~~~~~~~~~~~~~~~~~
+
+Producing a release requires **Go 1.11** or newer and **Python 3** + **pip3** + ``docs/requirements.txt`` for the Sphinx documentation.
+A tutorial to install Go is available over at `golang.org <https://golang.org/doc/install>`_.
+Python and pip3 should probably be installed via your distro's package manager.
+
+::
+   cd to/your/zrepl/checkout
+   python3 -m venv3
+   source venv3/bin/activate
+   ./lazy.sh devsetup
+   make release
+   # build artifacts are available in ./artifacts/release
+
+The Python venv is used for the documentation build dependencies.
+If you just want to build the zrepl binary, leave it out and use `./lazy.sh godep` instead.
+
+Alternatively, you can use the Docker build process:
+it is used to produce the official zrepl `binary releases`_
+and serves as a reference for build dependencies and procedure:
+
+::
+
+    cd to/your/zrepl/checkout
+    # make sure your user has access to the docker socket
+    make release-docker
+    # if you want .deb or .rpm packages, invoke the follwoing
+    # targets _after_ you invoked release-docker
+    make deb-docker
+    make rpm-docker
+    # build artifacts are available in ./artifacts/release
+    # packages are available in ./artifacts
+
+
+.. NOTE::
+
+    It is your job to install the built binary in the zrepl users's ``$PATH``, e.g. ``/usr/local/bin/zrepl``.
+    Otherwise, the examples in the :ref:`quick-start guides <quickstart-toc>` may need to be adjusted.

docs/installation/freebsd-jail-with-iocage.rst

@@ -0,0 +1,140 @@
+.. include:: ../global.rst.inc
+
+.. _installation-freebsd-jail-with-iocage:
+
+FreeBSD Jail With iocage
+========================
+
+
+This tutorial shows how zrepl can be installed on FreeBSD, or FreeNAS in a jail using iocage.
+While this tutorial focuses on using iocage, much of the setup would be similar
+using a different jail manager.
+
+.. NOTE::
+
+   From a security perspective, just keep in mind that ``zfs send``/``recv`` was never designed with
+   jails in mind, an attacker could probably crash the receive-side kernel or worse induce stateful
+   damage to the receive-side pool if they were able to get access to the jail.
+
+   The jail doesn't provide security benefits, but only management ones.
+
+Requirements
+------------
+
+A dataset that will be delegated to the jail needs to be created if one does not already exist.
+For the tutorial ``tank/zrepl`` will be used.
+
+.. code-block:: bash
+
+   zfs create -o mountpoint=none tank/zrepl
+
+The only software requirements on the host system are ``iocage``, which can be installed
+from ports or packages.
+
+.. code-block:: bash
+
+   pkg install py37-iocage
+
+.. NOTE::
+
+   By default ``iocage`` will "activate" on first use which will set up some defaults such as
+   which pool will be used. To activate ``iocage`` manually the ``iocage activate`` command can be used.
+
+Jail Creation
+-------------
+
+There are two options for jail creation using FreeBSD.
+
+1. Manually set up the jail from scratch
+2. Create the jail using the ``zrepl`` plugin. On FreeNAS this is possible from the user interface using the community index.
+
+Manual Jail
+###########
+
+Create a jail, using the same release as the host, called ``zrepl`` that will be automatically started at boot.
+The jail will have ``tank/zrepl`` delegated into it.
+
+.. code-block:: bash
+
+   iocage create --release "$(freebsd-version -k | cut -d '-' -f '1,2')" --name zrepl \
+          boot=on nat=1 \
+          jail_zfs=on \
+          jail_zfs_dataset=zrepl \
+          jail_zfs_mountpoint='none'
+
+Enter the jail:
+
+.. code-block:: bash
+
+   iocage console zrepl
+
+Install ``zrepl``
+
+.. code-block:: bash
+
+   pkg update && pkg upgrade
+   pkg install zrepl
+
+Create the log file ``/var/log/zrepl.log``
+
+.. code-block:: bash
+
+   touch /var/log/zrepl.log && service newsyslog restart
+
+Tell syslogd to redirect facility local0 to the ``zrepl.log`` file:
+
+.. code-block:: bash
+
+   service syslogd reload
+
+Enable the zrepl daemon to start automatically at boot:
+
+.. code-block:: bash
+
+   sysrc zrepl_enable="YES"
+
+
+Plugin
+######
+
+When using the plugin, ``zrepl`` will be installed for you in a jail using the following ``iocage`` properties.
+
+* ``nat=1``
+* ``jail_zfs=on``
+* ``jail_zfs_mountpoint=none``
+
+Additionally the delegated dataset should be specified upon creation, and optionally start on boot can be set.
+This can also be done from the FreeNAS webui.
+
+.. code-block:: bash
+
+   fetch https://raw.githubusercontent.com/ix-plugin-hub/iocage-plugin-index/master/zrepl.json -o /tmp/zrepl.json
+   iocage fetch -P /tmp/zrepl.json --name zrepl jail_zfs_dataset=zrepl boot=on
+
+Configuration
+-------------
+
+Now ``zrepl`` can be configured.
+
+Enter the jail.
+
+.. code-block:: bash
+
+   iocage console zrepl
+
+Modify the ``/usr/local/etc/zrepl/zrepl.yml`` configuration file.
+
+.. TIP::
+
+    Note: check out the :ref:`quick-start guides <quickstart-toc>` for examples of a ``sink`` job.
+
+Now ``zrepl`` can be started.
+
+.. code-block:: bash
+
+   service zrepl start
+
+Summary
+-------
+
+Congratulations, you have a working jail!

docs/installation/packages.rst

@@ -0,0 +1,47 @@
+.. _installation-packages:
+
+.. _binary releases: https://github.com/zrepl/zrepl/releases
+
+Packages
+--------
+
+zrepl source releases are signed & tagged by the author in the git repository.
+Your OS vendor may provide binary packages of zrepl through the package manager.
+Additionally, `binary releases`_ are provided on GitHub.
+The following list may be incomplete, feel free to submit a PR with an update:
+
+.. list-table::
+    :header-rows: 1
+
+    * - OS / Distro
+      - Install Command
+      - Link
+    * - FreeBSD
+      - ``pkg install zrepl``
+      - `<https://www.freshports.org/sysutils/zrepl/>`_
+      
+        :ref:`installation-freebsd-jail-with-iocage`
+    * - FreeNAS
+      -
+      - :ref:`installation-freebsd-jail-with-iocage`
+    * - MacOS
+      - ``brew install zrepl``
+      - Available on `homebrew <https://brew.sh>`_
+    * - Arch Linux
+      - ``yay install zrepl``
+      - Available on `AUR <https://aur.archlinux.org/packages/zrepl>`_
+    * - Fedora, CentOS, RHEL, OpenSUSE
+      - ``dnf install zrepl``
+      - :ref:`RPM repository config <installation-rpm-repos>`
+    * - Debian + Ubuntu
+      - ``apt install zrepl``
+      - :ref:`APT repository config <installation-apt-repos>`
+    * - OmniOS
+      - ``pkg install zrepl``
+      - Available since `r151030 <https://pkg.omniosce.org/r151030/extra/en/search.shtml?token=zrepl&action=Search>`_
+    * - Void Linux
+      - ``xbps-install zrepl``
+      - Available since `a88a2a4 <https://github.com/void-linux/void-packages/commit/a88a2a4d7bf56072dadf61ab56b8424e39155890>`_
+    * - Others
+      -
+      - Use `binary releases`_ or build from source.

docs/installation/rpm-repos.rst

@@ -0,0 +1,30 @@
+.. _installation-rpm-repos:
+
+RPM repositories
+~~~~~~~~~~~~~~~~
+
+We provide a single RPM repository for all RPM-based Linux distros.
+The zrepl binary in the repo is the same as the one published to GitHub.
+Since Go binaries are statically linked, the RPM should work about everywhere.
+
+The fingerprint of the signing key is ``F6F6 E8EA 6F2F 1462 2878 B5DE 50E3 4417 826E 2CE6``.
+It is available at `<https://zrepl.cschwarz.com/rpm/rpm-key.asc>`_ .
+Please open an issue on GitHub if you encounter any issues with the repository.
+
+Copy-paste the following snippet into your shell to set up the zrepl repository.
+Then ``dnf install zrepl`` and make sure to confirm that the signing key matches the one shown above.
+
+::
+
+    cat > /etc/yum.repos.d/zrepl.repo <<EOF
+    [zrepl]
+    name = zrepl
+    baseurl = https://zrepl.cschwarz.com/rpm/repo
+    gpgkey = https://zrepl.cschwarz.com/rpm/rpm-key.asc
+    EOF
+
+.. NOTE::
+
+   Until zrepl reaches 1.0, the repository will be updated to the latest zrepl release immediately.
+   This includes breaking changes between zrepl versions.
+   If that bothers you, use the `dnf versionlock plugin <https://dnf-plugins-core.readthedocs.io/en/latest/versionlock.html>`_ to pin the version of zrepl on your system.

docs/installation/user-privileges.rst

@@ -0,0 +1,12 @@
+.. _installation-user-privileges:
+
+User Privileges
+---------------
+
+It is possible to run zrepl as an unprivileged user in combination with
+`ZFS delegation <https://www.freebsd.org/doc/handbook/zfs-zfs-allow.html>`_.
+Also, there is the possibility to run it in a jail on FreeBSD by delegating a dataset to the jail.
+
+.. TIP::
+
+    Note: check out the :ref:`installation-freebsd-jail-with-iocage` for FreeBSD jail setup instructions.

docs/installation/what-next.rst

@@ -0,0 +1,8 @@
+.. _installation-what-next:
+
+What next?
+----------
+
+Read the :ref:`configuration chapter<configuration_toc>` and then continue with the :ref:`usage chapter<usage>`.
+
+**Reminder**: If you want a quick introduction, please read the :ref:`quick-start guides <quickstart-toc>`.

docs/publish.sh

@@ -1,14 +1,30 @@
 #!/bin/bash
 set -eo pipefail
 
+
+NON_INTERACTIVE=false
+DO_CLONE=false
+while getopts "ca" arg; do
+    case "$arg" in
+        "a")
+            NON_INTERACTIVE=true
+            ;;
+        "c")
+            DO_CLONE=true
+            ;;
+        *)
+            echo invalid option
+            exit 1
+            ;;
+    esac
+done
+
 GHPAGESREPO="git@github.com:zrepl/zrepl.github.io.git"
 SCRIPTDIR=$( cd "$( dirname "${BASH_SOURCE[0]}" )" && pwd )
 PUBLICDIR="${SCRIPTDIR}/public_git"
 
 checkout_repo_msg() {
     echo "clone ${GHPAGESREPO} to ${PUBLICDIR}:"
-    echo "	git clone ${GHPAGESREPO} ${PUBLICDIR}"
-    git clone "${GHPAGESREPO}" "${PUBLICDIR}"
 }
 
 exit_msg() {
@@ -25,11 +41,19 @@ cd "$SCRIPTDIR"
 
 if [ ! -d "$PUBLICDIR" ]; then
     checkout_repo_msg
-    exit 1
+    if $DO_CLONE; then
+        git clone "${GHPAGESREPO}" "${PUBLICDIR}"
+    else
+        exit 1
+    fi
 fi
 
-echo -n "PRESS ENTER to confirm you commited and pushed docs changes and tags to the zrepl repo"
+if $NON_INTERACTIVE; then
-read
+    echo "non-interactive mode"
+else
+    echo -n "PRESS ENTER to confirm you commited and pushed docs changes and tags to the zrepl repo"
+    read -r
+fi
 
 pushd "$PUBLICDIR" 
 
@@ -51,11 +75,11 @@ git rm -rf .
 popd
 
 echo "building site"
+
+flags="$(python3 gen-sphinx-versioning-flags.py)"
 set -e
 sphinx-versioning build \
-   --show-banner \
+   $flags \
-   --whitelist-branches '^master$' \
-   --whitelist-tags '(v)?\d+\.[1-9][0-9]*.\d+$' \
    docs ./public_git \
    -- -c sphinxconf # older conf.py throw errors because they used
                     # version = subprocess.show_output(["git", "describe"])
@@ -67,7 +91,7 @@ git status --porcelain
 if [[ "$(git status --porcelain)" != "" ]]; then
     CURRENT_COMMIT="${CURRENT_COMMIT}(dirty)" 
 fi
-COMMIT_MSG="sphinx-versioning render from publish.sh - `date -u` - ${CURRENT_COMMIT}"
+COMMIT_MSG="sphinx-versioning render from publish.sh - $(date -u) - ${CURRENT_COMMIT}"
 
 pushd "$PUBLICDIR"
 

docs/quickstart.rst

@@ -0,0 +1,87 @@
+.. include:: global.rst.inc
+
+.. _quickstart-toc:
+
+***********************
+Quick Start by Use Case
+***********************
+
+The goal of this quick-start guide is to give you an impression of how zrepl can accomodate your use case.
+
+Install zrepl
+=============
+
+Follow the :ref:`OS-specific installation instructions <installation_toc>` and come back here.
+
+Overview Of How zrepl Works
+============================
+
+Check out the :ref:`overview section <job-overview>` to get a rough idea of what you are going to configure in the next step, then come back here.
+
+Configuration Examples
+======================
+
+zrepl is configured through a YAML configuration file in ``/etc/zrepl/zrepl.yml``.
+We have prepared example use cases that show-case typical deployments and different functionality of zrepl.
+We encourage you to read through all of the examples to get an idea of what zrepl has to offer, and how you can mix-and-match configurations for your use case.
+Keep the :ref:`full config documentation <configuration_toc>` handy if a config snippet is unclear.
+
+**Example Use Cases**
+
+.. toctree::
+   :titlesonly:
+
+   quickstart/continuous_server_backup
+   quickstart/backup_to_external_disk
+
+Use ``zrepl configcheck`` to validate your configuration.
+No output indicates that everything is fine.
+
+.. NOTE::
+
+   Please open an issue on GitHub if your use case for zrepl is significantly different from those listed above.
+   Or even better, write it up in the same style as above and open a PR!
+
+.. _quickstart-apply-config:
+
+Apply Configuration Changes
+===========================
+
+We hope that you have found a configuration that fits your use case.
+Use ``zrepl configcheck`` once again to make sure the config is correct (output indicates that everything is fine).
+Then restart the zrepl daemon on all systems involved in the replication, likely using ``service zrepl restart`` or ``systemctl restart zrepl``.
+
+Watch it Work
+=============
+
+Run ``zrepl status`` on the active side of the replication setup to monitor snaphotting, replication and pruning activity.
+To re-trigger replication (snapshots are separate!), use ``zrepl signal wakeup JOBNAME``.
+(refer to the example use case document if you are uncertain which job you want to wake up).
+
+You can also use basic UNIX tools to inspect see what's going on.
+If you like tmux, here is a handy script that works on FreeBSD: ::
+
+    pkg install gnu-watch tmux
+    tmux new -s zrepl -d
+    tmux split-window -t zrepl "tail -f /var/log/messages"
+    tmux split-window -t zrepl "gnu-watch 'zfs list -t snapshot -o name,creation -s creation'"
+    tmux split-window -t zrepl "zrepl status"
+    tmux select-layout -t zrepl tiled
+    tmux attach -t zrepl
+
+The Linux equivalent might look like this: ::
+
+    # make sure tmux is installed & let's assume you use systemd + journald
+    tmux new -s zrepl -d
+    tmux split-window -t zrepl  "journalctl -f -u zrepl.service"
+    tmux split-window -t zrepl "watch 'zfs list -t snapshot -o name,creation -s creation'"
+    tmux split-window -t zrepl "zrepl status"
+    tmux select-layout -t zrepl tiled
+    tmux attach -t zrepl
+
+What Next?
+==========
+
+* Read more about :ref:`configuration format, options & job types <configuration_toc>`
+* Configure :ref:`logging <logging>` \& :ref:`monitoring <monitoring>`.
+

docs/quickstart/backup_to_external_disk.rst

@@ -0,0 +1,36 @@
+.. include:: ../global.rst.inc
+
+.. _quickstart-backup-to-external-disk:
+
+Local Snapshots + Offline Backup to an External Disk
+====================================================
+
+This config example shows how we can use zrepl to make periodic snapshots of our local workstation and back it up to a zpool on an external disk which we occassionally connect.
+
+The local snapshots should be taken every 15 minutes for pain-free recovery from CLI disasters (``rm -rf /`` and the like).
+However, we do not want to keep the snapshots around for very long because our workstation is a little tight on disk space.
+Thus, we only keep one hour worth of high-resolution snapshots, then fade them out to one per hour for a day (24 hours), then one per day for 14 days.
+
+At the end of each work day, we connect our external disk that serves as our workstation's local offline backup.
+We want zrepl to inspect the filesystems and snapshots on the external pool, figure out which snapshots were created since the last time we connected the external disk, and use incremental replication to efficiently mirror our workstation to our backup disk.
+Afterwards, we want to clean up old snapshots on the backup pool: we want to keep all snapshots younger than one hour, 24 for each hor of the first day, then 360 daily backups.
+
+A few additional requirements:
+
+* Snapshot creation and pruning on our workstation should happen in the background, without interaction from our side.
+* However, we want to explicitly trigger replication via the command line.
+* We want to use OpenZFS native encryption to protect our data on the external disk.
+  It is absolutely critical that only encrypted data leaves our workstation.
+  **zrepl should provide an easy config knob for this and prevent replication of unencrypted datasets to the external disk.**
+* We want to be able to put off the backups for more than three weeks, i.e., longer than the lifetime of the automatically created snapshots on our workstation.
+  **zrepl should use bookmarks and holds to achieve this goal**.
+* When we yank out the drive during replication and go on a long vacation, we do *not* want the partially replicated snapshot to stick around as it would hold on to too much disk space over time.
+  Therefore, we want zrepl to deviate from its :ref:`default behavior <replication-option-protection>` and sacrifice resumability, but nonetheless retain the ability to do incremental replication once we return from our vacation.
+  **zrepl should provide an easy config knob to disable step holds for incremental replication**.
+
+The following config snippet implements the setup described above.
+You will likely want to customize some aspects mentioned in the top comment in the file.
+
+.. literalinclude:: ../../config/samples/quickstart_backup_to_external_disk.yml
+
+:ref:`Click here <quickstart-apply-config>` to go back to the quickstart guide.

docs/quickstart/continuous_server_backup.rst

@@ -0,0 +1,94 @@
+.. include:: ../global.rst.inc
+
+.. _quickstart-continuous-replication:
+
+Continuous Backup of a Server
+=============================
+
+This config example shows how we can backup our ZFS-based server to another machine using a zrepl push job.
+
+* Production server ``prod`` with filesystems to back up:
+
+  * ``zroot/var/db``
+  * ``zroot/usr/home`` and all its child filesystems
+  * **except** ``zroot/usr/home/paranoid`` belonging to a user doing backups themselves
+
+* Backup server ``backups`` with
+
+  * Filesystem ``storage/zrepl/sink/prod`` + children dedicated to backups of ``prod``
+
+Our backup solution should fulfill the following requirements:
+
+* Periodically snapshot the filesystems on ``prod`` *every 10 minutes*
+* Incrementally replicate these snapshots to ``storage/zrepl/sink/prod/*`` on ``backups``
+* Keep only very few snapshots on ``prod`` to save disk space
+* Keep a fading history (24 hourly, 30 daily, 6 monthly) of snapshots on ``backups``
+* The network is untrusted - zrepl should use TLS to protect its communication and our data.
+
+Analysis
+--------
+
+We can model this situation as two jobs:
+
+* A **push job** on ``prod``
+
+  * Creates the snapshots
+  * Keeps a short history of local snapshots to enable incremental replication to ``backups``
+  * Connects to the ``zrepl daemon`` process on ``backups``
+  * Pushes snapshots ``backups``
+  * Prunes snapshots on ``backups`` after replication is complete
+
+* A **sink job** on ``backups``
+
+  * Accepts connections & responds to requests from ``prod``
+  * Limits client ``prod`` access to filesystem sub-tree ``storage/zrepl/sink/prod``
+
+Generate TLS Certificates
+-------------------------
+
+We use the :ref:`TLS client authentication transport <transport-tcp+tlsclientauth>` to protect our data on the wire.
+To get things going quickly, we skip setting up a CA and generate two self-signed certificates as described :ref:`here <transport-tcp+tlsclientauth-2machineopenssl>`.
+For convenience, we generate the key pairs on our local machine and distribute them using ssh:
+
+.. code-block:: bash
+
+   (name=backups; openssl req -x509 -sha256 -nodes \
+    -newkey rsa:4096 \
+    -days 365 \
+    -keyout $name.key \
+    -out $name.crt -addext "subjectAltName = DNS:$name" -subj "/CN=$name")
+
+   (name=prod; openssl req -x509 -sha256 -nodes \
+    -newkey rsa:4096 \
+    -days 365 \
+    -keyout $name.key \
+    -out $name.crt -addext "subjectAltName = DNS:$name" -subj "/CN=$name")
+
+   ssh root@backups "mkdir /etc/zrepl"
+   scp  backups.key backups.crt prod.crt root@backups:/etc/zrepl
+
+   ssh root@prod "mkdir /etc/zrepl"
+   scp  prod.key prod.crt backups.crt root@prod:/etc/zrepl
+
+Note that alternative transports exist, e.g. via :ref:`TCP without TLS <transport-tcp>` or :ref:`ssh <transport-ssh+stdinserver>`.
+
+Configure server ``prod``
+-------------------------
+
+We define a **push job** named ``prod_to_backups`` in ``/etc/zrepl/zrepl.yml`` on host ``prod`` :
+
+.. literalinclude:: ../../config/samples/quickstart_continuous_server_backup_sender.yml
+
+.. _tutorial-configure-prod:
+
+Configure server ``backups``
+----------------------------
+
+We define a corresponding **sink job** named ``sink`` in ``/etc/zrepl/zrepl.yml`` on host ``backups`` :
+
+.. literalinclude:: ../../config/samples/quickstart_continuous_server_backup_receiver.yml
+
+Go Back To Quickstart Guide
+---------------------------
+
+:ref:`Click here <quickstart-apply-config>` to go back to the quickstart guide.

docs/supporters.rst

@@ -2,7 +2,7 @@
 
 .. _supporters:
 
-|Donate via Patreon| |Donate via Liberapay| |Donate via PayPal|
+|Donate via Patreon| |Donate via GitHub Sponsors| |Donate via Liberapay| |Donate via PayPal|
 
 zrepl is a spare-time project primarily developed by `Christian Schwarz <https://cschwarz.com>`_.
 You can support maintenance and feature development through one of the services listed above.
@@ -32,6 +32,14 @@ We would like to thank the following people and organizations for supporting zre
 
    <div class="fa fa-code" style="width: 1em;"></div>
 
+* |supporter-gold| Cyberiada GmbH
+* |supporter-std| `Gordon Schulz <https://github.com/azmodude>`_
+* |supporter-std| `@jwittlincohen <https://github.com/jwittlincohen>`_
+* |supporter-std| `Michael D. Schmitt <https://waterbendingscroll.dancingdragons.org>`_
+* |supporter-std| `Hans Schulz <https://github.com/schulzh>`_
+* |supporter-std| Henning Kessler
+* |supporter-std| `John Ramsden <https://github.com/johnramsden>`_
+* |supporter-std| `DrLuke <https://github.com/drluke>`_
 * |supporter-gold| `Mateusz Kwiatkowski (runhyve.app) <https://runhyve.app>`_
 * |supporter-std| `Gaelan D'costa <https://www.robot-disco.net>`_
 * |supporter-std| `Tenzin Lhakhang <https://confluence.tenzin.io>`_
@@ -40,7 +48,7 @@ We would like to thank the following people and organizations for supporting zre
 * |supporter-gold| `MNX.io <https://mnx.io>`_
 * |supporter-std| `Marshall Clyburn <https://github.com/mdclyburn>`_
 * |supporter-code| `Ross Williams <https://github.com/overhacked>`_
-* |supporter-std| Mike T.
+* |supporter-gold| Mike T.
 * |supporter-code| `Justin Scholz <https://github.com/JMoVS>`_
 * |supporter-code| `InsanePrawn <https://github.com/InsanePrawn>`_
 * |supporter-code| `Ben Woods <https://www.freshports.org/sysutils/zrepl/>`_

docs/tutorial.rst

@@ -1,177 +0,0 @@
-.. include:: global.rst.inc
-
-.. _tutorial:
-
-Tutorial
-========
-
-
-This tutorial shows how zrepl can be used to implement a ZFS-based push backup.
-We assume the following scenario:
-
-* Production server ``prod`` with filesystems to back up:
-
-  * ``zroot/var/db``
-  * ``zroot/usr/home`` and all its child filesystems
-  * **except** ``zroot/usr/home/paranoid`` belonging to a user doing backups themselves
-
-* Backup server ``backups`` with
-
-  * Filesystem ``storage/zrepl/sink/prod`` + children dedicated to backups of ``prod``
-
-Our backup solution should fulfill the following requirements:
-
-* Periodically snapshot the filesystems on ``prod`` *every 10 minutes*
-* Incrementally replicate these snapshots to ``storage/zrepl/sink/prod/*`` on ``backups``
-* Keep only very few snapshots on ``prod`` to save disk space
-* Keep a fading history (24 hourly, 30 daily, 6 monthly) of snapshots on ``backups``
-
-Analysis
---------
-
-We can model this situation as two jobs:
-
-* A **push job** on ``prod``
-
-  * Creates the snapshots
-  * Keeps a short history of local snapshots to enable incremental replication to ``backups``
-  * Connects to the ``zrepl daemon`` process on ``backups``
-  * Pushes snapshots ``backups``
-  * Prunes snapshots on ``backups`` after replication is complete
-
-* A **sink job** on ``backups``
-
-  * Accepts connections & responds to requests from ``prod``
-  * Limits client ``prod`` access to filesystem sub-tree ``storage/zrepl/sink/prod``
-
-Install zrepl
--------------
-
-Follow the :ref:`OS-specific installation instructions <installation>` and come back here.
-
-Generate TLS Certificates
--------------------------
-
-We use the :ref:`TLS client authentication transport <transport-tcp+tlsclientauth>` to protect our data on the wire.
-To get things going quickly, we skip setting up a CA and generate two self-signed certificates as described :ref:`here <transport-tcp+tlsclientauth-2machineopenssl>`.
-For convenience, we generate the key pairs on our local machine and distribute them using ssh:
-
-.. code-block:: bash
-   :emphasize-lines: 6,13
-
-   openssl req -x509 -sha256 -nodes \
-      -newkey rsa:4096 \
-      -days 365 \
-      -keyout backups.key \
-      -out backups.crt
-   # ... and use "backups" as Common Name (CN)
-
-   openssl req -x509 -sha256 -nodes \
-      -newkey rsa:4096 \
-      -days 365 \
-      -keyout prod.key \
-      -out prod.crt
-   # ... and use "prod" as Common Name (CN)
-
-   ssh root@backups "mkdir /etc/zrepl"
-   scp  backups.key backups.crt prod.crt root@backups:/etc/zrepl
-
-   ssh root@prod "mkdir /etc/zrepl"
-   scp  prod.key prod.crt backups.crt root@prod:/etc/zrepl
-
-
-Configure server ``prod``
--------------------------
-
-We define a **push job** named ``prod_to_backups`` in ``/etc/zrepl/zrepl.yml`` on host ``prod`` : ::
-
-    jobs:
-    - name: prod_to_backups
-      type: push 
-      connect:
-        type: tls
-        address: "backups.example.com:8888"
-        ca: /etc/zrepl/backups.crt
-        cert: /etc/zrepl/prod.crt
-        key:  /etc/zrepl/prod.key
-        server_cn: "backups"
-      filesystems: {
-        "zroot/var/db": true,
-        "zroot/usr/home<": true,
-        "zroot/usr/home/paranoid": false
-      }
-      snapshotting:
-        type: periodic
-        prefix: zrepl_
-        interval: 10m
-      pruning:
-        keep_sender:
-        - type: not_replicated
-        - type: last_n
-          count: 10
-        keep_receiver:
-        - type: grid
-          grid: 1x1h(keep=all) | 24x1h | 30x1d | 6x30d
-          regex: "^zrepl_"
-
-.. _tutorial-configure-prod:
-
-Configure server ``backups``
-----------------------------
-
-We define a corresponding **sink job** named ``sink`` in ``/etc/zrepl/zrepl.yml`` on host ``backups`` : ::
-
-    jobs:
-    - name: sink
-      type: sink 
-      serve:
-         type: tls
-         listen: ":8888"
-         ca: "/etc/zrepl/prod.crt"
-         cert: "/etc/zrepl/backups.crt"
-         key: "/etc/zrepl/backups.key"
-         client_cns:
-           - "prod"
-      root_fs: "storage/zrepl/sink"
-
-
-Apply Configuration Changes
----------------------------
-
-We use ``zrepl configcheck`` to catch any configuration errors: no output indicates that everything is fine.
-If that is the case, restart the zrepl daemon on **both** ``prod`` and ``backups`` using ``service zrepl restart`` or ``systemctl restart zrepl``.
-
-
-Watch it Work
--------------
-
-Run ``zrepl status`` on ``prod`` to monitor the replication and pruning activity.
-To re-trigger replication (snapshots are separate!), use ``zrepl signal wakeup prod_to_backups`` on ``prod``.
-
-If you like tmux, here is a handy script that works on FreeBSD: ::
-
-    pkg install gnu-watch tmux
-    tmux new -s zrepl -d
-    tmux split-window -t zrepl "tail -f /var/log/messages"
-    tmux split-window -t zrepl "gnu-watch 'zfs list -t snapshot -o name,creation -s creation | grep zrepl_'"
-    tmux split-window -t zrepl "zrepl status"
-    tmux select-layout -t zrepl tiled
-    tmux attach -t zrepl
-
-The Linux equivalent might look like this: ::
-
-    # make sure tmux is installed & let's assume you use systemd + journald
-    tmux new -s zrepl -d
-    tmux split-window -t zrepl  "journalctl -f -u zrepl.service"
-    tmux split-window -t zrepl "watch 'zfs list -t snapshot -o name,creation -s creation | grep zrepl_'"
-    tmux split-window -t zrepl "zrepl status"
-    tmux select-layout -t zrepl tiled
-    tmux attach -t zrepl
-
-Summary
--------
-
-Congratulations, you have a working push backup. Where to go next?
-
-* Read more about :ref:`configuration format, options & job types <configuration_toc>`
-* Configure :ref:`logging <logging>` \& :ref:`monitoring <monitoring>`.

docs/usage.rst

@@ -38,7 +38,7 @@ CLI Overview
     * - ``zrepl migrate``
       - | perform on-disk state / ZFS property migrations
         | (see :ref:`changelog <changelog>` for details)
-    * - ``zrepl zfs-abstractions``
+    * - ``zrepl zfs-abstraction``
       - list and remove zrepl's abstractions on top of ZFS, e.g. holds and step bookmarks (see :ref:`overview <replication-cursor-and-last-received-hold>` )
 
 .. _usage-zrepl-daemon:

endpoint/context.go

@@ -3,25 +3,18 @@ package endpoint
 import (
 	"context"
 
+	"github.com/zrepl/zrepl/daemon/logging"
 	"github.com/zrepl/zrepl/logger"
 )
 
 type contextKey int
 
 const (
-	contextKeyLogger contextKey = iota
+	ClientIdentityKey contextKey = iota
-	ClientIdentityKey
 )
 
 type Logger = logger.Logger
 
-func WithLogger(ctx context.Context, log Logger) context.Context {
-	return context.WithValue(ctx, contextKeyLogger, log)
-}
-
 func getLogger(ctx context.Context) Logger {
-	if l, ok := ctx.Value(contextKeyLogger).(Logger); ok {
+	return logging.GetLogger(ctx, logging.SubsysEndpoint)
-		return l
-	}
-	return logger.NewNullLogger()
 }

endpoint/endpoint.go

@@ -2,29 +2,43 @@
 package endpoint
 
 import (
+	"bytes"
 	"context"
 	"fmt"
+	"io"
 	"path"
-	"sync"
 
+	"github.com/kr/pretty"
 	"github.com/pkg/errors"
 
+	"github.com/zrepl/zrepl/daemon/logging/trace"
+
 	"github.com/zrepl/zrepl/replication/logic/pdu"
+	"github.com/zrepl/zrepl/util/chainedio"
 	"github.com/zrepl/zrepl/util/chainlock"
 	"github.com/zrepl/zrepl/util/envconst"
-	"github.com/zrepl/zrepl/util/semaphore"
+	"github.com/zrepl/zrepl/util/nodefault"
 	"github.com/zrepl/zrepl/zfs"
+	zfsprop "github.com/zrepl/zrepl/zfs/property"
 )
 
 type SenderConfig struct {
-	FSF     zfs.DatasetFilter
+	FSF   zfs.DatasetFilter
-	Encrypt *zfs.NilBool
+	JobID JobID
-	JobID   JobID
+
+	Encrypt              *nodefault.Bool
+	SendRaw              bool
+	SendProperties       bool
+	SendBackupProperties bool
+	SendLargeBlocks      bool
+	SendCompressed       bool
+	SendEmbeddedData     bool
+	SendSaved            bool
 }
 
 func (c *SenderConfig) Validate() error {
 	c.JobID.MustValidate()
-	if err := c.Encrypt.Validate(); err != nil {
+	if err := c.Encrypt.ValidateNoDefault(); err != nil {
 		return errors.Wrap(err, "`Encrypt` field invalid")
 	}
 	if _, err := StepHoldTag(c.JobID); err != nil {
@@ -35,9 +49,11 @@ func (c *SenderConfig) Validate() error {
 
 // Sender implements replication.ReplicationEndpoint for a sending side
 type Sender struct {
+	pdu.UnsafeReplicationServer // prefer compilation errors over default 'method X not implemented' impl
+
 	FSFilter zfs.DatasetFilter
-	encrypt  *zfs.NilBool
 	jobId    JobID
+	config   SenderConfig
 }
 
 func NewSender(conf SenderConfig) *Sender {
@@ -46,8 +62,8 @@ func NewSender(conf SenderConfig) *Sender {
 	}
 	return &Sender{
 		FSFilter: conf.FSF,
-		encrypt:  conf.Encrypt,
 		jobId:    conf.JobID,
+		config:   conf,
 	}
 }
 
@@ -70,6 +86,8 @@ func (s *Sender) filterCheckFS(fs string) (*zfs.DatasetPath, error) {
 }
 
 func (s *Sender) ListFilesystems(ctx context.Context, r *pdu.ListFilesystemReq) (*pdu.ListFilesystemRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
 	fss, err := zfs.ZFSListMapping(ctx, s.FSFilter)
 	if err != nil {
 		return nil, err
@@ -92,11 +110,13 @@ func (s *Sender) ListFilesystems(ctx context.Context, r *pdu.ListFilesystemReq)
 }
 
 func (s *Sender) ListFilesystemVersions(ctx context.Context, r *pdu.ListFilesystemVersionsReq) (*pdu.ListFilesystemVersionsRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
 	lp, err := s.filterCheckFS(r.GetFilesystem())
 	if err != nil {
 		return nil, err
 	}
-	fsvs, err := zfs.ZFSListFilesystemVersions(lp, zfs.ListFilesystemVersionsOptions{})
+	fsvs, err := zfs.ZFSListFilesystemVersions(ctx, lp, zfs.ListFilesystemVersionsOptions{})
 	if err != nil {
 		return nil, err
 	}
@@ -109,119 +129,6 @@ func (s *Sender) ListFilesystemVersions(ctx context.Context, r *pdu.ListFilesyst
 
 }
 
-func (p *Sender) HintMostRecentCommonAncestor(ctx context.Context, r *pdu.HintMostRecentCommonAncestorReq) (*pdu.HintMostRecentCommonAncestorRes, error) {
-
-	fsp, err := p.filterCheckFS(r.GetFilesystem())
-	if err != nil {
-		return nil, err
-	}
-	fs := fsp.ToString()
-
-	log := getLogger(ctx).WithField("fs", fs).WithField("hinted_most_recent", fmt.Sprintf("%#v", r.GetSenderVersion()))
-
-	log.WithField("full_hint", r).Debug("full hint")
-
-	if r.GetSenderVersion() == nil {
-		// no common ancestor found, likely due to failed prior replication attempt
-		// => release stale step holds to prevent them from accumulating
-		//    (they can accumulate on initial replication because each inital replication step might hold a different `to`)
-		// => replication cursors cannot accumulate because we always _move_ the replication cursor
-		log.Debug("releasing all step holds on the filesystem")
-		TryReleaseStepStaleFS(ctx, fs, p.jobId)
-		return &pdu.HintMostRecentCommonAncestorRes{}, nil
-	}
-
-	// we were hinted a specific common ancestor
-
-	mostRecentVersion, err := sendArgsFromPDUAndValidateExistsAndGetVersion(ctx, fs, r.GetSenderVersion())
-	if err != nil {
-		msg := "HintMostRecentCommonAncestor rpc with nonexistent most recent version"
-		log.Warn(msg)
-		return nil, errors.Wrap(err, msg)
-	}
-
-	// move replication cursor to this position
-	destroyedCursors, err := MoveReplicationCursor(ctx, fs, mostRecentVersion, p.jobId)
-	if err == zfs.ErrBookmarkCloningNotSupported {
-		log.Debug("not creating replication cursor from bookmark because ZFS does not support it")
-		// fallthrough
-	} else if err != nil {
-		return nil, errors.Wrap(err, "cannot set replication cursor to hinted version")
-	}
-
-	// take care of stale step holds
-	log.WithField("step-holds-cleanup-mode", senderHintMostRecentCommonAncestorStepCleanupMode).
-		Debug("taking care of possibly stale step holds")
-	doStepCleanup := false
-	var stepCleanupSince *CreateTXGRangeBound
-	switch senderHintMostRecentCommonAncestorStepCleanupMode {
-	case StepCleanupNoCleanup:
-		doStepCleanup = false
-	case StepCleanupRangeSinceUnbounded:
-		doStepCleanup = true
-		stepCleanupSince = nil
-	case StepCleanupRangeSinceReplicationCursor:
-		doStepCleanup = true
-		// Use the destroyed replication cursors as indicator how far the previous replication got.
-		// To be precise: We limit the amount of visisted snapshots to exactly those snapshots
-		// created since the last successful replication cursor movement (i.e. last successful replication step)
-		//
-		// If we crash now, we'll leak the step we are about to release, but the performance gain
-		// of limiting the amount of snapshots we visit makes up for that.
-		// Users have the `zrepl holds release-stale` command to cleanup leaked step holds.
-		for _, destroyed := range destroyedCursors {
-			if stepCleanupSince == nil {
-				stepCleanupSince = &CreateTXGRangeBound{
-					CreateTXG: destroyed.GetCreateTXG(),
-					Inclusive: &zfs.NilBool{B: true},
-				}
-			} else if destroyed.GetCreateTXG() < stepCleanupSince.CreateTXG {
-				stepCleanupSince.CreateTXG = destroyed.GetCreateTXG()
-			}
-		}
-	default:
-		panic(senderHintMostRecentCommonAncestorStepCleanupMode)
-	}
-	if !doStepCleanup {
-		log.Info("skipping cleanup of prior invocations' step holds due to environment variable setting")
-	} else {
-		if err := ReleaseStepCummulativeInclusive(ctx, fs, stepCleanupSince, mostRecentVersion, p.jobId); err != nil {
-			return nil, errors.Wrap(err, "cannot cleanup prior invocation's step holds and bookmarks")
-		} else {
-			log.Info("step hold cleanup done")
-		}
-	}
-
-	return &pdu.HintMostRecentCommonAncestorRes{}, nil
-}
-
-type HintMostRecentCommonAncestorStepCleanupMode struct{ string }
-
-var (
-	StepCleanupRangeSinceReplicationCursor = HintMostRecentCommonAncestorStepCleanupMode{"range-since-replication-cursor"}
-	StepCleanupRangeSinceUnbounded         = HintMostRecentCommonAncestorStepCleanupMode{"range-since-unbounded"}
-	StepCleanupNoCleanup                   = HintMostRecentCommonAncestorStepCleanupMode{"no-cleanup"}
-)
-
-func (m HintMostRecentCommonAncestorStepCleanupMode) String() string { return string(m.string) }
-func (m *HintMostRecentCommonAncestorStepCleanupMode) Set(s string) error {
-	switch s {
-	case StepCleanupRangeSinceReplicationCursor.String():
-		*m = StepCleanupRangeSinceReplicationCursor
-	case StepCleanupRangeSinceUnbounded.String():
-		*m = StepCleanupRangeSinceUnbounded
-	case StepCleanupNoCleanup.String():
-		*m = StepCleanupNoCleanup
-	default:
-		return fmt.Errorf("unknown step cleanup mode %q", s)
-	}
-	return nil
-}
-
-var senderHintMostRecentCommonAncestorStepCleanupMode = *envconst.Var("ZREPL_ENDPOINT_SENDER_HINT_MOST_RECENT_STEP_HOLD_CLEANUP_MODE", &StepCleanupRangeSinceReplicationCursor).(*HintMostRecentCommonAncestorStepCleanupMode)
-
-var maxConcurrentZFSSendSemaphore = semaphore.New(envconst.Int64("ZREPL_ENDPOINT_MAX_CONCURRENT_SEND", 10))
-
 func uncheckedSendArgsFromPDU(fsv *pdu.FilesystemVersion) *zfs.ZFSSendArgVersion {
 	if fsv == nil {
 		return nil
@@ -241,7 +148,8 @@ func sendArgsFromPDUAndValidateExistsAndGetVersion(ctx context.Context, fs strin
 	return version, nil
 }
 
-func (s *Sender) Send(ctx context.Context, r *pdu.SendReq) (*pdu.SendRes, zfs.StreamCopier, error) {
+func (s *Sender) Send(ctx context.Context, r *pdu.SendReq) (*pdu.SendRes, io.ReadCloser, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
 
 	_, err := s.filterCheckFS(r.Filesystem)
 	if err != nil {
@@ -252,12 +160,12 @@ func (s *Sender) Send(ctx context.Context, r *pdu.SendReq) (*pdu.SendRes, zfs.St
 		// use s.encrypt setting
 		// ok, fallthrough outer
 	case pdu.Tri_False:
-		if s.encrypt.B {
+		if s.config.Encrypt.B {
 			return nil, nil, errors.New("only encrypted sends allowed (send -w + encryption!= off), but unencrypted send requested")
 		}
 		// fallthrough outer
 	case pdu.Tri_True:
-		if !s.encrypt.B {
+		if !s.config.Encrypt.B {
 			return nil, nil, errors.New("only unencrypted sends allowed, but encrypted send requested")
 		}
 		// fallthrough outer
@@ -266,11 +174,20 @@ func (s *Sender) Send(ctx context.Context, r *pdu.SendReq) (*pdu.SendRes, zfs.St
 	}
 
 	sendArgsUnvalidated := zfs.ZFSSendArgsUnvalidated{
-		FS:          r.Filesystem,
+		FS:   r.Filesystem,
-		From:        uncheckedSendArgsFromPDU(r.GetFrom()), // validated by zfs.ZFSSendDry / zfs.ZFSSend
+		From: uncheckedSendArgsFromPDU(r.GetFrom()), // validated by zfs.ZFSSendDry / zfs.ZFSSend
-		To:          uncheckedSendArgsFromPDU(r.GetTo()),   // validated by zfs.ZFSSendDry / zfs.ZFSSend
+		To:   uncheckedSendArgsFromPDU(r.GetTo()),   // validated by zfs.ZFSSendDry / zfs.ZFSSend
-		Encrypted:   s.encrypt,
+		ZFSSendFlags: zfs.ZFSSendFlags{
-		ResumeToken: r.ResumeToken, // nil or not nil, depending on decoding success
+			ResumeToken:      r.ResumeToken, // nil or not nil, depending on decoding success
+			Encrypted:        s.config.Encrypt,
+			Properties:       s.config.SendProperties,
+			BackupProperties: s.config.SendBackupProperties,
+			Raw:              s.config.SendRaw,
+			LargeBlocks:      s.config.SendLargeBlocks,
+			Compressed:       s.config.SendCompressed,
+			EmbeddedData:     s.config.SendEmbeddedData,
+			Saved:            s.config.SendSaved,
+		},
 	}
 
 	sendArgs, err := sendArgsUnvalidated.Validate(ctx)
@@ -278,16 +195,6 @@ func (s *Sender) Send(ctx context.Context, r *pdu.SendReq) (*pdu.SendRes, zfs.St
 		return nil, nil, errors.Wrap(err, "validate send arguments")
 	}
 
-	getLogger(ctx).Debug("acquire concurrent send semaphore")
-	// TODO use try-acquire and fail with resource-exhaustion rpc status
-	// => would require handling on the client-side
-	// => this is a dataconn endpoint, doesn't have the status code semantics of gRPC
-	guard, err := maxConcurrentZFSSendSemaphore.Acquire(ctx)
-	if err != nil {
-		return nil, nil, err
-	}
-	defer guard.Release()
-
 	si, err := zfs.ZFSSendDry(ctx, sendArgs)
 	if err != nil {
 		return nil, nil, errors.Wrap(err, "zfs send dry failed")
@@ -309,44 +216,102 @@ func (s *Sender) Send(ctx context.Context, r *pdu.SendReq) (*pdu.SendRes, zfs.St
 		return res, nil, nil
 	}
 
-	// update replication cursor
+	// create holds or bookmarks of `From` and `To` to guarantee one of the following:
-	if sendArgs.From != nil {
+	// - that the replication step can always be resumed (`holds`),
-		// For all but the first replication, this should always be a no-op because SendCompleted already moved the cursor
+	// - that the replication step can be interrupted and a future replication
-		_, err = MoveReplicationCursor(ctx, sendArgs.FS, sendArgs.FromVersion, s.jobId)
+	//   step with same or different `To` but same `From` is still possible (`bookmarks`)
-		if err == zfs.ErrBookmarkCloningNotSupported {
+	// - nothing (`none`)
-			getLogger(ctx).Debug("not creating replication cursor from bookmark because ZFS does not support it")
+	//
-			// fallthrough
+	// ...
-		} else if err != nil {
+	//
-			return nil, nil, errors.Wrap(err, "cannot set replication cursor to `from` version before starting send")
+	// ... actually create the abstractions
+	replicationGuaranteeOptions, err := replicationGuaranteeOptionsFromPDU(r.GetReplicationConfig().Protection)
+	if err != nil {
+		return nil, nil, err
+	}
+	replicationGuaranteeStrategy := replicationGuaranteeOptions.Strategy(sendArgs.From != nil)
+	liveAbs, err := replicationGuaranteeStrategy.SenderPreSend(ctx, s.jobId, &sendArgs)
+	if err != nil {
+		return nil, nil, err
+	}
+	for _, a := range liveAbs {
+		if a != nil {
+			abstractionsCacheSingleton.Put(a)
 		}
 	}
 
-	// make sure `From` doesn't go away in order to make this step resumable
+	// cleanup the mess that _this function_ might have created in prior failed attempts:
-	if sendArgs.From != nil {
+	//
-		_, err := HoldStep(ctx, sendArgs.FS, *sendArgs.FromVersion, s.jobId)
+	// In summary, we delete every endpoint ZFS abstraction created on this filesystem for this job id,
-		if err == zfs.ErrBookmarkCloningNotSupported {
+	// except for the ones we just created above.
-			getLogger(ctx).Debug("not creating step bookmark because ZFS does not support it")
+	//
-			// fallthrough
+	// This is the most robust approach to avoid leaking (= forgetting to clean up) endpoint ZFS abstractions,
-		} else if err != nil {
+	// all under the assumption that there will only ever be one send for a (jobId,fs) combination at any given time.
-			return nil, nil, errors.Wrapf(err, "cannot hold `from` version %q before starting send", *sendArgs.FromVersion)
+	//
+	// Note that the SendCompleted rpc can't be relied upon for this purpose:
+	// - it might be lost due to network errors,
+	// - or never be sent by a potentially malicious or buggy client,
+	// - or never be send because the replication step failed at some point
+	//   (potentially leaving a resumable state on the receiver, which is the case where we really do not want to blow away the step holds too soon.)
+	//
+	// Note further that a resuming send, due to the idempotent nature of func CreateReplicationCursor and HoldStep,
+	// will never lose its step holds because we just (idempotently re-)created them above, before attempting the cleanup.
+	func() {
+		ctx, endSpan := trace.WithSpan(ctx, "cleanup-stale-abstractions")
+		defer endSpan()
+
+		keep := func(a Abstraction) (keep bool) {
+			keep = false
+			for _, k := range liveAbs {
+				keep = keep || AbstractionEquals(a, k)
+			}
+			return keep
 		}
-	}
+		check := func(obsoleteAbs []Abstraction) {
-	// make sure `To` doesn't go away in order to make this step resumable
+			// last line of defense: check that we don't destroy the incremental `from` and `to`
-	_, err = HoldStep(ctx, sendArgs.FS, sendArgs.ToVersion, s.jobId)
+			// if we did that, we might be about to blow away the last common filesystem version between sender and receiver
-	if err != nil {
+			mustLiveVersions := []zfs.FilesystemVersion{sendArgs.ToVersion}
-		return nil, nil, errors.Wrapf(err, "cannot hold `to` version %q before starting send", sendArgs.ToVersion)
+			if sendArgs.FromVersion != nil {
-	}
+				mustLiveVersions = append(mustLiveVersions, *sendArgs.FromVersion)
+			}
+			for _, staleVersion := range obsoleteAbs {
+				for _, mustLiveVersion := range mustLiveVersions {
+					isSendArg := zfs.FilesystemVersionEqualIdentity(mustLiveVersion, staleVersion.GetFilesystemVersion())
+					stepHoldBasedGuaranteeStrategy := false
+					k := replicationGuaranteeStrategy.Kind()
+					switch k {
+					case ReplicationGuaranteeKindResumability:
+						stepHoldBasedGuaranteeStrategy = true
+					case ReplicationGuaranteeKindIncremental:
+					case ReplicationGuaranteeKindNone:
+					default:
+						panic(fmt.Sprintf("this is supposed to be an exhaustive match, got %v", k))
+					}
+					isSnapshot := mustLiveVersion.IsSnapshot()
+					if isSendArg && (!isSnapshot || stepHoldBasedGuaranteeStrategy) {
+						panic(fmt.Sprintf("impl error: %q would be destroyed because it is considered stale but it is part of of sendArgs=%s", mustLiveVersion.String(), pretty.Sprint(sendArgs)))
+					}
+				}
+			}
+		}
+		destroyTypes := AbstractionTypeSet{
+			AbstractionStepHold:                           true,
+			AbstractionTentativeReplicationCursorBookmark: true,
+		}
+		abstractionsCacheSingleton.TryBatchDestroy(ctx, s.jobId, sendArgs.FS, destroyTypes, keep, check)
+	}()
 
-	// step holds & replication cursor released / moved forward in s.SendCompleted => s.moveCursorAndReleaseSendHolds
+	sendStream, err := zfs.ZFSSend(ctx, sendArgs)
-
-	streamCopier, err := zfs.ZFSSend(ctx, sendArgs)
 	if err != nil {
+		// it's ok to not destroy the abstractions we just created here, a new send attempt will take care of it
 		return nil, nil, errors.Wrap(err, "zfs send failed")
 	}
-	return res, streamCopier, nil
+
+	return res, sendStream, nil
 }
 
 func (p *Sender) SendCompleted(ctx context.Context, r *pdu.SendCompletedReq) (*pdu.SendCompletedRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
 
 	orig := r.GetOriginalReq() // may be nil, always use proto getters
 	fsp, err := p.filterCheckFS(orig.GetFilesystem())
@@ -368,76 +333,40 @@ func (p *Sender) SendCompleted(ctx context.Context, r *pdu.SendCompletedReq) (*p
 		return nil, errors.Wrap(err, "validate `to` exists")
 	}
 
-	log := getLogger(ctx).WithField("to_guid", to.Guid).
+	replicationGuaranteeOptions, err := replicationGuaranteeOptionsFromPDU(orig.GetReplicationConfig().Protection)
-		WithField("fs", fs).
-		WithField("to", to.RelName)
-	if from != nil {
-		log = log.WithField("from", from.RelName).WithField("from_guid", from.Guid)
-	}
-
-	log.Debug("move replication cursor to most recent common version")
-	destroyedCursors, err := MoveReplicationCursor(ctx, fs, to, p.jobId)
 	if err != nil {
-		if err == zfs.ErrBookmarkCloningNotSupported {
+		return nil, err
-			log.Debug("not setting replication cursor, bookmark cloning not supported")
-		} else {
-			msg := "cannot move replication cursor, keeping hold on `to` until successful"
-			log.WithError(err).Error(msg)
-			err = errors.Wrap(err, msg)
-			// it is correct to not release the hold if we can't move the cursor!
-			return &pdu.SendCompletedRes{}, err
-		}
-	} else {
-		log.Info("successfully moved replication cursor")
 	}
-
+	liveAbs, err := replicationGuaranteeOptions.Strategy(from != nil).SenderPostRecvConfirmed(ctx, p.jobId, fs, to)
-	// kick off releasing of step holds / bookmarks
+	if err != nil {
-	// if we fail to release them, don't bother the caller:
+		return nil, err
-	// they are merely an implementation detail on the sender for better resumability
+	}
-	var wg sync.WaitGroup
+	for _, a := range liveAbs {
-	wg.Add(2)
+		if a != nil {
-	go func() {
+			abstractionsCacheSingleton.Put(a)
-		defer wg.Done()
-		log.Debug("release step-hold of or step-bookmark on `to`")
-		err = ReleaseStep(ctx, fs, to, p.jobId)
-		if err != nil {
-			log.WithError(err).Error("cannot release step-holds on or destroy step-bookmark of `to`")
-		} else {
-			log.Info("successfully released step-holds on or destroyed step-bookmark of `to`")
 		}
-
+	}
-	}()
+	keep := func(a Abstraction) (keep bool) {
-	go func() {
+		keep = false
-		defer wg.Done()
+		for _, k := range liveAbs {
-		if from == nil {
+			keep = keep || AbstractionEquals(a, k)
-			return
 		}
-		log.Debug("release step-hold of or step-bookmark on `from`")
+		return keep
-		err := ReleaseStep(ctx, fs, *from, p.jobId)
+	}
-		if err != nil {
+	destroyTypes := AbstractionTypeSet{
-			if dne, ok := err.(*zfs.DatasetDoesNotExist); ok {
+		AbstractionStepHold:                           true,
-				// If bookmark cloning is not supported, `from` might be the old replication cursor
+		AbstractionTentativeReplicationCursorBookmark: true,
-				// and thus have already been destroyed by MoveReplicationCursor above
+		AbstractionReplicationCursorBookmarkV2:        true,
-				// In that case, nonexistence of `from` is not an error, otherwise it is.
+	}
-				for _, c := range destroyedCursors {
+	abstractionsCacheSingleton.TryBatchDestroy(ctx, p.jobId, fs, destroyTypes, keep, nil)
-					if c.GetFullPath() == dne.Path {
-						log.Info("`from` was a replication cursor and has already been destroyed")
-						return
-					}
-				}
-				// fallthrough
-			}
-			log.WithError(err).Error("cannot release step-holds on or destroy step-bookmark of `from`")
-		} else {
-			log.Info("successfully released step-holds on or destroyed step-bookmark of `from`")
-		}
-	}()
-	wg.Wait()
 
 	return &pdu.SendCompletedRes{}, nil
+
 }
 
 func (p *Sender) DestroySnapshots(ctx context.Context, req *pdu.DestroySnapshotsReq) (*pdu.DestroySnapshotsRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
 	dp, err := p.filterCheckFS(req.Filesystem)
 	if err != nil {
 		return nil, err
@@ -446,6 +375,8 @@ func (p *Sender) DestroySnapshots(ctx context.Context, req *pdu.DestroySnapshots
 }
 
 func (p *Sender) Ping(ctx context.Context, req *pdu.PingReq) (*pdu.PingRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
 	res := pdu.PingRes{
 		Echo: req.GetMessage(),
 	}
@@ -453,14 +384,20 @@ func (p *Sender) Ping(ctx context.Context, req *pdu.PingReq) (*pdu.PingRes, erro
 }
 
 func (p *Sender) PingDataconn(ctx context.Context, req *pdu.PingReq) (*pdu.PingRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
 	return p.Ping(ctx, req)
 }
 
 func (p *Sender) WaitForConnectivity(ctx context.Context) error {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
 	return nil
 }
 
 func (p *Sender) ReplicationCursor(ctx context.Context, req *pdu.ReplicationCursorReq) (*pdu.ReplicationCursorRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
 	dp, err := p.filterCheckFS(req.Filesystem)
 	if err != nil {
 		return nil, err
@@ -476,7 +413,7 @@ func (p *Sender) ReplicationCursor(ctx context.Context, req *pdu.ReplicationCurs
 	return &pdu.ReplicationCursorRes{Result: &pdu.ReplicationCursorRes_Guid{Guid: cursor.Guid}}, nil
 }
 
-func (p *Sender) Receive(ctx context.Context, r *pdu.ReceiveReq, receive zfs.StreamCopier) (*pdu.ReceiveRes, error) {
+func (p *Sender) Receive(ctx context.Context, r *pdu.ReceiveReq, _ io.ReadCloser) (*pdu.ReceiveRes, error) {
 	return nil, fmt.Errorf("sender does not implement Receive()")
 }
 
@@ -492,21 +429,49 @@ type FSMap interface { // FIXME unused
 	AsFilter() FSFilter
 }
 
+// NOTE: when adding members to this struct, remember
+//       to add them to `ReceiverConfig.copyIn()`
 type ReceiverConfig struct {
 	JobID JobID
 
-	RootWithoutClientComponent *zfs.DatasetPath // TODO use
+	RootWithoutClientComponent *zfs.DatasetPath
 	AppendClientIdentity       bool
 
-	UpdateLastReceivedHold bool
+	InheritProperties  []zfsprop.Property
+	OverrideProperties map[zfsprop.Property]string
 }
 
 func (c *ReceiverConfig) copyIn() {
 	c.RootWithoutClientComponent = c.RootWithoutClientComponent.Copy()
+
+	pInherit := make([]zfsprop.Property, len(c.InheritProperties))
+	copy(pInherit, c.InheritProperties)
+	c.InheritProperties = pInherit
+
+	pOverride := make(map[zfsprop.Property]string, len(c.OverrideProperties))
+	for key, value := range c.OverrideProperties {
+		pOverride[key] = value
+	}
+	c.OverrideProperties = pOverride
 }
 
 func (c *ReceiverConfig) Validate() error {
 	c.JobID.MustValidate()
+
+	for _, prop := range c.InheritProperties {
+		err := prop.Validate()
+		if err != nil {
+			return errors.Wrapf(err, "inherit property %q", prop)
+		}
+	}
+
+	for prop := range c.OverrideProperties {
+		err := prop.Validate()
+		if err != nil {
+			return errors.Wrapf(err, "override property %q", prop)
+		}
+	}
+
 	if c.RootWithoutClientComponent.Length() <= 0 {
 		return errors.New("RootWithoutClientComponent must not be an empty dataset path")
 	}
@@ -515,6 +480,8 @@ func (c *ReceiverConfig) Validate() error {
 
 // Receiver implements replication.ReplicationEndpoint for a receiving side
 type Receiver struct {
+	pdu.UnsafeReplicationServer // prefer compilation errors over default 'method X not implemented' impl
+
 	conf ReceiverConfig // validated
 
 	recvParentCreationMtx *chainlock.L
@@ -556,7 +523,7 @@ func (s *Receiver) clientRootFromCtx(ctx context.Context) *zfs.DatasetPath {
 
 	clientIdentity, ok := ctx.Value(ClientIdentityKey).(string)
 	if !ok {
-		panic(fmt.Sprintf("ClientIdentityKey context value must be set"))
+		panic("ClientIdentityKey context value must be set")
 	}
 
 	clientRoot, err := clientRoot(s.conf.RootWithoutClientComponent, clientIdentity)
@@ -591,6 +558,15 @@ func (f subroot) MapToLocal(fs string) (*zfs.DatasetPath, error) {
 }
 
 func (s *Receiver) ListFilesystems(ctx context.Context, req *pdu.ListFilesystemReq) (*pdu.ListFilesystemRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
+	// first make sure that root_fs is imported
+	if rphs, err := zfs.ZFSGetFilesystemPlaceholderState(ctx, s.conf.RootWithoutClientComponent); err != nil {
+		return nil, errors.Wrap(err, "cannot determine whether root_fs exists")
+	} else if !rphs.FSExists {
+		return nil, errors.New("root_fs does not exist")
+	}
+
 	root := s.clientRootFromCtx(ctx)
 	filtered, err := zfs.ZFSListMapping(ctx, subroot{root})
 	if err != nil {
@@ -641,6 +617,8 @@ func (s *Receiver) ListFilesystems(ctx context.Context, req *pdu.ListFilesystemR
 }
 
 func (s *Receiver) ListFilesystemVersions(ctx context.Context, req *pdu.ListFilesystemVersionsReq) (*pdu.ListFilesystemVersionsRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
 	root := s.clientRootFromCtx(ctx)
 	lp, err := subroot{root}.MapToLocal(req.GetFilesystem())
 	if err != nil {
@@ -648,7 +626,7 @@ func (s *Receiver) ListFilesystemVersions(ctx context.Context, req *pdu.ListFile
 	}
 	// TODO share following code with sender
 
-	fsvs, err := zfs.ZFSListFilesystemVersions(lp, zfs.ListFilesystemVersionsOptions{})
+	fsvs, err := zfs.ZFSListFilesystemVersions(ctx, lp, zfs.ListFilesystemVersionsOptions{})
 	if err != nil {
 		return nil, err
 	}
@@ -662,6 +640,8 @@ func (s *Receiver) ListFilesystemVersions(ctx context.Context, req *pdu.ListFile
 }
 
 func (s *Receiver) Ping(ctx context.Context, req *pdu.PingReq) (*pdu.PingRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
 	res := pdu.PingRes{
 		Echo: req.GetMessage(),
 	}
@@ -669,24 +649,28 @@ func (s *Receiver) Ping(ctx context.Context, req *pdu.PingReq) (*pdu.PingRes, er
 }
 
 func (s *Receiver) PingDataconn(ctx context.Context, req *pdu.PingReq) (*pdu.PingRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
 	return s.Ping(ctx, req)
 }
 
 func (s *Receiver) WaitForConnectivity(ctx context.Context) error {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
 	return nil
 }
 
-func (s *Receiver) ReplicationCursor(context.Context, *pdu.ReplicationCursorReq) (*pdu.ReplicationCursorRes, error) {
+func (s *Receiver) ReplicationCursor(ctx context.Context, _ *pdu.ReplicationCursorReq) (*pdu.ReplicationCursorRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
 	return nil, fmt.Errorf("ReplicationCursor not implemented for Receiver")
 }
 
-func (s *Receiver) Send(ctx context.Context, req *pdu.SendReq) (*pdu.SendRes, zfs.StreamCopier, error) {
+func (s *Receiver) Send(ctx context.Context, req *pdu.SendReq) (*pdu.SendRes, io.ReadCloser, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
 	return nil, nil, fmt.Errorf("receiver does not implement Send()")
 }
 
-var maxConcurrentZFSRecvSemaphore = semaphore.New(envconst.Int64("ZREPL_ENDPOINT_MAX_CONCURRENT_RECV", 10))
+func (s *Receiver) Receive(ctx context.Context, req *pdu.ReceiveReq, receive io.ReadCloser) (*pdu.ReceiveRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
 
-func (s *Receiver) Receive(ctx context.Context, req *pdu.ReceiveReq, receive zfs.StreamCopier) (*pdu.ReceiveRes, error) {
 	getLogger(ctx).Debug("incoming Receive")
 	defer receive.Close()
 
@@ -720,7 +704,7 @@ func (s *Receiver) Receive(ctx context.Context, req *pdu.ReceiveReq, receive zfs
 		f := zfs.NewDatasetPathForest()
 		f.Add(lp)
 		getLogger(ctx).Debug("begin tree-walk")
-		f.WalkTopDown(func(v zfs.DatasetPathVisit) (visitChildTree bool) {
+		f.WalkTopDown(func(v *zfs.DatasetPathVisit) (visitChildTree bool) {
 			if v.Path.Equal(lp) {
 				return false
 			}
@@ -748,7 +732,7 @@ func (s *Receiver) Receive(ctx context.Context, req *pdu.ReceiveReq, receive zfs
 				}
 				l := getLogger(ctx).WithField("placeholder_fs", v.Path)
 				l.Debug("create placeholder filesystem")
-				err := zfs.ZFSCreatePlaceholderFilesystem(ctx, v.Path)
+				err := zfs.ZFSCreatePlaceholderFilesystem(ctx, v.Path, v.Parent.Path)
 				if err != nil {
 					l.WithError(err).Error("cannot create placeholder filesystem")
 					visitErr = err
@@ -765,21 +749,34 @@ func (s *Receiver) Receive(ctx context.Context, req *pdu.ReceiveReq, receive zfs
 		return nil, visitErr
 	}
 
+	log := getLogger(ctx).WithField("proto_fs", req.GetFilesystem()).WithField("local_fs", lp.ToString())
+
 	// determine whether we need to rollback the filesystem / change its placeholder state
 	var clearPlaceholderProperty bool
 	var recvOpts zfs.RecvOptions
 	ph, err := zfs.ZFSGetFilesystemPlaceholderState(ctx, lp)
-	if err == nil && ph.FSExists && ph.IsPlaceholder {
+	if err != nil {
+		return nil, errors.Wrap(err, "cannot get placeholder state")
+	}
+	log.WithField("placeholder_state", fmt.Sprintf("%#v", ph)).Debug("placeholder state")
+
+	recvOpts.InheritProperties = s.conf.InheritProperties
+	recvOpts.OverrideProperties = s.conf.OverrideProperties
+
+	if ph.FSExists && ph.IsPlaceholder {
 		recvOpts.RollbackAndForceRecv = true
 		clearPlaceholderProperty = true
 	}
+
 	if clearPlaceholderProperty {
+		log.Info("clearing placeholder property")
 		if err := zfs.ZFSSetPlaceholder(ctx, lp, false); err != nil {
 			return nil, fmt.Errorf("cannot clear placeholder property for forced receive: %s", err)
 		}
 	}
 
 	if req.ClearResumeToken && ph.FSExists {
+		log.Info("clearing resume token")
 		if err := zfs.ZFSRecvClearResumeToken(ctx, lp.ToString()); err != nil {
 			return nil, errors.Wrap(err, "cannot clear resume token")
 		}
@@ -790,24 +787,89 @@ func (s *Receiver) Receive(ctx context.Context, req *pdu.ReceiveReq, receive zfs
 		return nil, errors.Wrap(err, "cannot determine whether we can use resumable send & recv")
 	}
 
-	getLogger(ctx).Debug("acquire concurrent recv semaphore")
+	var peek bytes.Buffer
-	// TODO use try-acquire and fail with resource-exhaustion rpc status
+	var MaxPeek = envconst.Int64("ZREPL_ENDPOINT_RECV_PEEK_SIZE", 1<<20)
-	// => would require handling on the client-side
+	log.WithField("max_peek_bytes", MaxPeek).Info("peeking incoming stream")
-	// => this is a dataconn endpoint, doesn't have the status code semantics of gRPC
+	if _, err := io.Copy(&peek, io.LimitReader(receive, MaxPeek)); err != nil {
-	guard, err := maxConcurrentZFSRecvSemaphore.Acquire(ctx)
+		log.WithError(err).Error("cannot read peek-buffer from send stream")
-	if err != nil {
+	}
-		return nil, err
+	var peekCopy bytes.Buffer
+	if n, err := peekCopy.Write(peek.Bytes()); err != nil || n != peek.Len() {
+		panic(peek.Len())
 	}
-	defer guard.Release()
 
-	getLogger(ctx).WithField("opts", fmt.Sprintf("%#v", recvOpts)).Debug("start receive command")
+	log.WithField("opts", fmt.Sprintf("%#v", recvOpts)).Debug("start receive command")
 
 	snapFullPath := to.FullPath(lp.ToString())
-	if err := zfs.ZFSRecv(ctx, lp.ToString(), to, receive, recvOpts); err != nil {
+	if err := zfs.ZFSRecv(ctx, lp.ToString(), to, chainedio.NewChainedReader(&peek, receive), recvOpts); err != nil {
-		getLogger(ctx).
+
+		// best-effort rollback of placeholder state if the recv didn't start
+		_, resumableStatePresent := err.(*zfs.RecvFailedWithResumeTokenErr)
+		disablePlaceholderRestoration := envconst.Bool("ZREPL_ENDPOINT_DISABLE_PLACEHOLDER_RESTORATION", false)
+		placeholderRestored := !ph.IsPlaceholder
+		if !disablePlaceholderRestoration && !resumableStatePresent && recvOpts.RollbackAndForceRecv && ph.FSExists && ph.IsPlaceholder && clearPlaceholderProperty {
+			log.Info("restoring placeholder property")
+			if phErr := zfs.ZFSSetPlaceholder(ctx, lp, true); phErr != nil {
+				log.WithError(phErr).Error("cannot restore placeholder property after failed receive, subsequent replications will likely fail with a different error")
+				// fallthrough
+			} else {
+				placeholderRestored = true
+			}
+			// fallthrough
+		}
+
+		// deal with failing initial encrypted send & recv
+		if _, ok := err.(*zfs.RecvDestroyOrOverwriteEncryptedErr); ok && ph.IsPlaceholder && placeholderRestored {
+			msg := `cannot automatically replace placeholder filesystem with incoming send stream - please see receive-side log for details`
+			err := errors.New(msg)
+			log.Error(msg)
+
+			log.Error(`zrepl creates placeholder filesystems on the receiving side of a replication to match the sending side's dataset hierarchy`)
+			log.Error(`zrepl uses zfs receive -F to replace those placeholders with incoming full sends`)
+			log.Error(`OpenZFS native encryption prohibits zfs receive -F for encrypted filesystems`)
+			log.Error(`the current zrepl placeholder filesystem concept is thus incompatible with OpenZFS native encryption`)
+
+			tempStartFullRecvFS := lp.Copy().ToString() + ".zrepl.initial-recv"
+			tempStartFullRecvFSDP, dpErr := zfs.NewDatasetPath(tempStartFullRecvFS)
+			if dpErr != nil {
+				log.WithError(dpErr).Error("cannot determine temporary filesystem name for initial encrypted recv workaround")
+				return nil, err // yes, err, not dpErr
+			}
+
+			log := log.WithField("temp_recv_fs", tempStartFullRecvFS)
+			log.Error(`as a workaround, zrepl will now attempt to re-receive the beginning of the stream into a temporary filesystem temp_recv_fs`)
+			log.Error(`if that step succeeds: shut down zrepl and use 'zfs rename' to swap temp_recv_fs with local_fs, then restart zrepl`)
+			log.Error(`replication will then resume using resumable send+recv`)
+
+			tempPH, phErr := zfs.ZFSGetFilesystemPlaceholderState(ctx, tempStartFullRecvFSDP)
+			if phErr != nil {
+				log.WithError(phErr).Error("cannot determine placeholder state of temp_recv_fs")
+				return nil, err // yes, err, not dpErr
+			}
+			if tempPH.FSExists {
+				log.Error("temp_recv_fs already exists, assuming a (partial) initial recv to that filesystem has already been done")
+				return nil, err
+			}
+
+			recvOpts.RollbackAndForceRecv = false
+			recvOpts.SavePartialRecvState = true
+			rerecvErr := zfs.ZFSRecv(ctx, tempStartFullRecvFS, to, chainedio.NewChainedReader(&peekCopy), recvOpts)
+			if _, isResumable := rerecvErr.(*zfs.RecvFailedWithResumeTokenErr); rerecvErr == nil || isResumable {
+				log.Error("completed re-receive into temporary filesystem temp_recv_fs, now shut down zrepl and use zfs rename to swap temp_recv_fs with local_fs")
+			} else {
+				log.WithError(rerecvErr).Error("failed to receive the beginning of the stream into temporary filesystem temp_recv_fs")
+				log.Error("we advise you to collect the error log and current configuration, open an issue on GitHub, and revert to your previous configuration in the meantime")
+			}
+
+			log.Error(`if you would like to see improvements to this situation, please open an issue on GitHub`)
+			return nil, err
+		}
+
+		log.
 			WithError(err).
-			WithField("opts", recvOpts).
+			WithField("opts", fmt.Sprintf("%#v", recvOpts)).
 			Error("zfs receive failed")
+
 		return nil, err
 	}
 
@@ -815,22 +877,50 @@ func (s *Receiver) Receive(ctx context.Context, req *pdu.ReceiveReq, receive zfs
 	toRecvd, err := to.ValidateExistsAndGetVersion(ctx, lp.ToString())
 	if err != nil {
 		msg := "receive request's `To` version does not match what we received in the stream"
-		getLogger(ctx).WithError(err).WithField("snap", snapFullPath).Error(msg)
+		log.WithError(err).WithField("snap", snapFullPath).Error(msg)
-		getLogger(ctx).Error("aborting recv request, but keeping received snapshot for inspection")
+		log.Error("aborting recv request, but keeping received snapshot for inspection")
 		return nil, errors.Wrap(err, msg)
 	}
 
-	if s.conf.UpdateLastReceivedHold {
+	replicationGuaranteeOptions, err := replicationGuaranteeOptionsFromPDU(req.GetReplicationConfig().Protection)
-		getLogger(ctx).Debug("move last-received-hold")
+	if err != nil {
-		if err := MoveLastReceivedHold(ctx, lp.ToString(), toRecvd, s.conf.JobID); err != nil {
+		return nil, err
-			return nil, errors.Wrap(err, "cannot move last-received-hold")
+	}
+	replicationGuaranteeStrategy := replicationGuaranteeOptions.Strategy(ph.FSExists)
+	liveAbs, err := replicationGuaranteeStrategy.ReceiverPostRecv(ctx, s.conf.JobID, lp.ToString(), toRecvd)
+	if err != nil {
+		return nil, err
+	}
+	for _, a := range liveAbs {
+		if a != nil {
+			abstractionsCacheSingleton.Put(a)
 		}
 	}
+	keep := func(a Abstraction) (keep bool) {
+		keep = false
+		for _, k := range liveAbs {
+			keep = keep || AbstractionEquals(a, k)
+		}
+		return keep
+	}
+	check := func(obsoleteAbs []Abstraction) {
+		for _, abs := range obsoleteAbs {
+			if zfs.FilesystemVersionEqualIdentity(abs.GetFilesystemVersion(), toRecvd) {
+				panic(fmt.Sprintf("would destroy endpoint abstraction around the filesystem version we just received %s", abs))
+			}
+		}
+	}
+	destroyTypes := AbstractionTypeSet{
+		AbstractionLastReceivedHold: true,
+	}
+	abstractionsCacheSingleton.TryBatchDestroy(ctx, s.conf.JobID, lp.ToString(), destroyTypes, keep, check)
 
 	return &pdu.ReceiveRes{}, nil
 }
 
 func (s *Receiver) DestroySnapshots(ctx context.Context, req *pdu.DestroySnapshotsReq) (*pdu.DestroySnapshotsRes, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
 	root := s.clientRootFromCtx(ctx)
 	lp, err := subroot{root}.MapToLocal(req.Filesystem)
 	if err != nil {
@@ -839,16 +929,9 @@ func (s *Receiver) DestroySnapshots(ctx context.Context, req *pdu.DestroySnapsho
 	return doDestroySnapshots(ctx, lp, req.Snapshots)
 }
 
-func (p *Receiver) HintMostRecentCommonAncestor(ctx context.Context, r *pdu.HintMostRecentCommonAncestorReq) (*pdu.HintMostRecentCommonAncestorRes, error) {
+func (p *Receiver) SendCompleted(ctx context.Context, _ *pdu.SendCompletedReq) (*pdu.SendCompletedRes, error) {
-	// we don't move last-received-hold as part of this hint
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
-	// because that wouldn't give us any benefit wrt resumability.
-	//
-	// Other reason: the replication logic that issues this RPC would require refactoring
-	// to include the receiver's FilesystemVersion in the request)
-	return &pdu.HintMostRecentCommonAncestorRes{}, nil
-}
 
-func (p *Receiver) SendCompleted(context.Context, *pdu.SendCompletedReq) (*pdu.SendCompletedRes, error) {
 	return &pdu.SendCompletedRes{}, nil
 }
 
@@ -870,7 +953,7 @@ func doDestroySnapshots(ctx context.Context, lp *zfs.DatasetPath, snaps []*pdu.F
 			ErrOut:     &errs[i],
 		}
 	}
-	zfs.ZFSDestroyFilesystemVersions(reqs)
+	zfs.ZFSDestroyFilesystemVersions(ctx, reqs)
 	for i := range reqs {
 		if errs[i] != nil {
 			if de, ok := errs[i].(*zfs.DestroySnapshotsError); ok && len(de.Reason) == 1 {

endpoint/endpoint_abstractions_cache.go

@@ -0,0 +1,209 @@
+package endpoint
+
+import (
+	"context"
+	"fmt"
+	"sync"
+
+	"github.com/prometheus/client_golang/prometheus"
+
+	"github.com/zrepl/zrepl/daemon/logging/trace"
+	"github.com/zrepl/zrepl/util/chainlock"
+)
+
+var abstractionsCacheMetrics struct {
+	count prometheus.Gauge
+}
+
+func init() {
+	abstractionsCacheMetrics.count = prometheus.NewGauge(prometheus.GaugeOpts{
+		Namespace: "zrepl",
+		Subsystem: "endpoint",
+		Name:      "abstractions_cache_entry_count",
+		Help:      "number of abstractions tracked in the abstractionsCache data structure",
+	})
+}
+
+var abstractionsCacheSingleton = newAbstractionsCache()
+
+func AbstractionsCacheInvalidate(fs string) {
+	abstractionsCacheSingleton.InvalidateFSCache(fs)
+}
+
+type abstractionsCacheDidLoadFSState int
+
+const (
+	abstractionsCacheDidLoadFSStateNo abstractionsCacheDidLoadFSState = iota // 0-value has meaning
+	abstractionsCacheDidLoadFSStateInProgress
+	abstractionsCacheDidLoadFSStateDone
+)
+
+type abstractionsCache struct {
+	mtx              chainlock.L
+	abstractions     []Abstraction
+	didLoadFS        map[string]abstractionsCacheDidLoadFSState
+	didLoadFSChanged *sync.Cond
+}
+
+func newAbstractionsCache() *abstractionsCache {
+	c := &abstractionsCache{
+		didLoadFS: make(map[string]abstractionsCacheDidLoadFSState),
+	}
+	c.didLoadFSChanged = c.mtx.NewCond()
+	return c
+}
+
+func (s *abstractionsCache) Put(a Abstraction) {
+	defer s.mtx.Lock().Unlock()
+
+	var zeroJobId JobID
+	if a.GetJobID() == nil {
+		panic("abstraction must not have nil job id")
+	} else if *a.GetJobID() == zeroJobId {
+		panic(fmt.Sprintf("abstraction must not have zero-value job id: %s", a))
+	}
+
+	s.abstractions = append(s.abstractions, a)
+	abstractionsCacheMetrics.count.Set(float64(len(s.abstractions)))
+}
+
+func (s *abstractionsCache) InvalidateFSCache(fs string) {
+	// FIXME: O(n)
+	newAbs := make([]Abstraction, 0, len(s.abstractions))
+	for _, a := range s.abstractions {
+		if a.GetFS() != fs {
+			newAbs = append(newAbs, a)
+		}
+	}
+	s.abstractions = newAbs
+	abstractionsCacheMetrics.count.Set(float64(len(s.abstractions)))
+
+	s.didLoadFS[fs] = abstractionsCacheDidLoadFSStateNo
+	s.didLoadFSChanged.Broadcast()
+
+}
+
+// - logs errors in getting on-disk abstractions
+// - only fetches on-disk abstractions once, but every time from the in-memory store
+//
+// That means that for precise results, all abstractions created by the endpoint must be .Put into this cache.
+func (s *abstractionsCache) GetAndDeleteByJobIDAndFS(ctx context.Context, jobID JobID, fs string, types AbstractionTypeSet, keep func(a Abstraction) bool) (ret []Abstraction) {
+	defer s.mtx.Lock().Unlock()
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+	var zeroJobId JobID
+	if jobID == zeroJobId {
+		panic("must not pass zero-value job id")
+	}
+	if fs == "" {
+		panic("must not pass zero-value fs")
+	}
+
+	s.tryLoadOnDiskAbstractions(ctx, fs)
+
+	// FIXME O(n)
+	var remaining []Abstraction
+	for _, a := range s.abstractions {
+		aJobId := *a.GetJobID()
+		aFS := a.GetFS()
+		if aJobId == jobID && aFS == fs && types[a.GetType()] && !keep(a) {
+			ret = append(ret, a)
+		} else {
+			remaining = append(remaining, a)
+		}
+	}
+	s.abstractions = remaining
+	abstractionsCacheMetrics.count.Set(float64(len(s.abstractions)))
+
+	return ret
+}
+
+// caller must hold s.mtx
+func (s *abstractionsCache) tryLoadOnDiskAbstractions(ctx context.Context, fs string) {
+	for s.didLoadFS[fs] != abstractionsCacheDidLoadFSStateDone {
+		if s.didLoadFS[fs] == abstractionsCacheDidLoadFSStateInProgress {
+			s.didLoadFSChanged.Wait()
+			continue
+		}
+		if s.didLoadFS[fs] != abstractionsCacheDidLoadFSStateNo {
+			panic(fmt.Sprintf("unreachable: %v", s.didLoadFS[fs]))
+		}
+
+		s.didLoadFS[fs] = abstractionsCacheDidLoadFSStateInProgress
+		defer s.didLoadFSChanged.Broadcast()
+
+		var onDiskAbs []Abstraction
+		var err error
+		s.mtx.DropWhile(func() {
+			onDiskAbs, err = s.tryLoadOnDiskAbstractionsImpl(ctx, fs) // no shadow
+		})
+
+		if err != nil {
+			s.didLoadFS[fs] = abstractionsCacheDidLoadFSStateNo
+			getLogger(ctx).WithField("fs", fs).WithError(err).Error("cannot list abstractions for filesystem")
+		} else {
+			s.didLoadFS[fs] = abstractionsCacheDidLoadFSStateDone
+			s.abstractions = append(s.abstractions, onDiskAbs...)
+			getLogger(ctx).WithField("fs", fs).WithField("abstractions", onDiskAbs).Debug("loaded step abstractions for filesystem")
+		}
+		return
+	}
+}
+
+// caller should _not hold s.mtx
+func (s *abstractionsCache) tryLoadOnDiskAbstractionsImpl(ctx context.Context, fs string) ([]Abstraction, error) {
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
+	q := ListZFSHoldsAndBookmarksQuery{
+		FS: ListZFSHoldsAndBookmarksQueryFilesystemFilter{
+			FS: &fs,
+		},
+		JobID: nil,
+		What: AbstractionTypeSet{
+			AbstractionStepHold:                           true,
+			AbstractionTentativeReplicationCursorBookmark: true,
+			AbstractionReplicationCursorBookmarkV2:        true,
+			AbstractionLastReceivedHold:                   true,
+		},
+		Concurrency: 1,
+	}
+	abs, absErrs, err := ListAbstractions(ctx, q)
+	if err != nil {
+		return nil, err
+	}
+	// safe to ignore absErrs here, this is best-effort cleanup
+	if len(absErrs) > 0 {
+		return nil, ListAbstractionsErrors(absErrs)
+	}
+	return abs, nil
+}
+
+func (s *abstractionsCache) TryBatchDestroy(ctx context.Context, jobId JobID, fs string, types AbstractionTypeSet, keep func(a Abstraction) bool, check func(willDestroy []Abstraction)) {
+	// no s.mtx, we only use the public interface in this function
+
+	defer trace.WithSpanFromStackUpdateCtx(&ctx)()
+
+	obsoleteAbs := s.GetAndDeleteByJobIDAndFS(ctx, jobId, fs, types, keep)
+
+	if check != nil {
+		check(obsoleteAbs)
+	}
+
+	hadErr := false
+	for res := range BatchDestroy(ctx, obsoleteAbs) {
+		if res.DestroyErr != nil {
+			hadErr = true
+			getLogger(ctx).
+				WithField("abstraction", res.Abstraction).
+				WithError(res.DestroyErr).
+				Error("cannot destroy abstraction")
+		} else {
+			getLogger(ctx).
+				WithField("abstraction", res.Abstraction).
+				Info("destroyed abstraction")
+		}
+	}
+	if hadErr {
+		s.InvalidateFSCache(fs)
+	}
+
+}

endpoint/endpoint_guarantees.go

@@ -0,0 +1,214 @@
+package endpoint
+
+import (
+	"context"
+	"fmt"
+
+	"github.com/pkg/errors"
+
+	"github.com/zrepl/zrepl/replication/logic/pdu"
+	"github.com/zrepl/zrepl/zfs"
+)
+
+type ReplicationGuaranteeOptions struct {
+	Initial     ReplicationGuaranteeKind
+	Incremental ReplicationGuaranteeKind
+}
+
+func replicationGuaranteeOptionsFromPDU(in *pdu.ReplicationConfigProtection) (o ReplicationGuaranteeOptions, _ error) {
+	if in == nil {
+		return o, errors.New("pdu.ReplicationConfigProtection must not be nil")
+	}
+	initial, err := replicationGuaranteeKindFromPDU(in.GetInitial())
+	if err != nil {
+		return o, errors.Wrap(err, "pdu.ReplicationConfigProtection: field Initial")
+	}
+	incremental, err := replicationGuaranteeKindFromPDU(in.GetIncremental())
+	if err != nil {
+		return o, errors.Wrap(err, "pdu.ReplicationConfigProtection: field Incremental")
+	}
+	o = ReplicationGuaranteeOptions{
+		Initial:     initial,
+		Incremental: incremental,
+	}
+	return o, nil
+}
+
+func replicationGuaranteeKindFromPDU(in pdu.ReplicationGuaranteeKind) (k ReplicationGuaranteeKind, _ error) {
+	switch in {
+	case pdu.ReplicationGuaranteeKind_GuaranteeNothing:
+		return ReplicationGuaranteeKindNone, nil
+	case pdu.ReplicationGuaranteeKind_GuaranteeIncrementalReplication:
+		return ReplicationGuaranteeKindIncremental, nil
+	case pdu.ReplicationGuaranteeKind_GuaranteeResumability:
+		return ReplicationGuaranteeKindResumability, nil
+
+	case pdu.ReplicationGuaranteeKind_GuaranteeInvalid:
+		fallthrough
+	default:
+		return k, errors.Errorf("%q", in.String())
+	}
+}
+
+func (o ReplicationGuaranteeOptions) Strategy(incremental bool) ReplicationGuaranteeStrategy {
+	g := o.Initial
+	if incremental {
+		g = o.Incremental
+	}
+	return ReplicationGuaranteeFromKind(g)
+}
+
+//go:generate enumer -type=ReplicationGuaranteeKind -json -transform=snake -trimprefix=ReplicationGuaranteeKind
+type ReplicationGuaranteeKind int
+
+const (
+	ReplicationGuaranteeKindResumability ReplicationGuaranteeKind = 1 << iota
+	ReplicationGuaranteeKindIncremental
+	ReplicationGuaranteeKindNone
+)
+
+type ReplicationGuaranteeStrategy interface {
+	Kind() ReplicationGuaranteeKind
+	SenderPreSend(ctx context.Context, jid JobID, sendArgs *zfs.ZFSSendArgsValidated) (keep []Abstraction, err error)
+	ReceiverPostRecv(ctx context.Context, jid JobID, fs string, toRecvd zfs.FilesystemVersion) (keep []Abstraction, err error)
+	SenderPostRecvConfirmed(ctx context.Context, jid JobID, fs string, to zfs.FilesystemVersion) (keep []Abstraction, err error)
+}
+
+func ReplicationGuaranteeFromKind(k ReplicationGuaranteeKind) ReplicationGuaranteeStrategy {
+	switch k {
+	case ReplicationGuaranteeKindNone:
+		return ReplicationGuaranteeNone{}
+	case ReplicationGuaranteeKindIncremental:
+		return ReplicationGuaranteeIncremental{}
+	case ReplicationGuaranteeKindResumability:
+		return ReplicationGuaranteeResumability{}
+	default:
+		panic(fmt.Sprintf("unreachable: %q %T", k, k))
+	}
+}
+
+type ReplicationGuaranteeNone struct{}
+
+func (g ReplicationGuaranteeNone) Kind() ReplicationGuaranteeKind {
+	return ReplicationGuaranteeKindNone
+}
+
+func (g ReplicationGuaranteeNone) SenderPreSend(ctx context.Context, jid JobID, sendArgs *zfs.ZFSSendArgsValidated) (keep []Abstraction, err error) {
+	return nil, nil
+}
+
+func (g ReplicationGuaranteeNone) ReceiverPostRecv(ctx context.Context, jid JobID, fs string, toRecvd zfs.FilesystemVersion) (keep []Abstraction, err error) {
+	return nil, nil
+}
+
+func (g ReplicationGuaranteeNone) SenderPostRecvConfirmed(ctx context.Context, jid JobID, fs string, to zfs.FilesystemVersion) (keep []Abstraction, err error) {
+	return nil, nil
+}
+
+type ReplicationGuaranteeIncremental struct{}
+
+func (g ReplicationGuaranteeIncremental) Kind() ReplicationGuaranteeKind {
+	return ReplicationGuaranteeKindIncremental
+}
+
+func (g ReplicationGuaranteeIncremental) SenderPreSend(ctx context.Context, jid JobID, sendArgs *zfs.ZFSSendArgsValidated) (keep []Abstraction, err error) {
+	if sendArgs.FromVersion != nil {
+		from, err := CreateTentativeReplicationCursor(ctx, sendArgs.FS, *sendArgs.FromVersion, jid)
+		if err != nil {
+			if err == zfs.ErrBookmarkCloningNotSupported {
+				getLogger(ctx).WithField("replication_guarantee", g).
+					WithField("bookmark", sendArgs.From.FullPath(sendArgs.FS)).
+					Info("bookmark cloning is not supported, speculating that `from` will not be destroyed until step is done")
+			} else {
+				return nil, err
+			}
+		}
+		keep = append(keep, from)
+	}
+	to, err := CreateTentativeReplicationCursor(ctx, sendArgs.FS, sendArgs.ToVersion, jid)
+	if err != nil {
+		return nil, err
+	}
+	keep = append(keep, to)
+
+	return keep, nil
+}
+
+func (g ReplicationGuaranteeIncremental) ReceiverPostRecv(ctx context.Context, jid JobID, fs string, toRecvd zfs.FilesystemVersion) (keep []Abstraction, err error) {
+	return receiverPostRecvCommon(ctx, jid, fs, toRecvd)
+}
+
+func (g ReplicationGuaranteeIncremental) SenderPostRecvConfirmed(ctx context.Context, jid JobID, fs string, to zfs.FilesystemVersion) (keep []Abstraction, err error) {
+	return senderPostRecvConfirmedCommon(ctx, jid, fs, to)
+}
+
+type ReplicationGuaranteeResumability struct{}
+
+func (g ReplicationGuaranteeResumability) Kind() ReplicationGuaranteeKind {
+	return ReplicationGuaranteeKindResumability
+}
+
+func (g ReplicationGuaranteeResumability) SenderPreSend(ctx context.Context, jid JobID, sendArgs *zfs.ZFSSendArgsValidated) (keep []Abstraction, err error) {
+	// try to hold the FromVersion
+	if sendArgs.FromVersion != nil {
+		if sendArgs.FromVersion.Type == zfs.Bookmark {
+			getLogger(ctx).WithField("replication_guarantee", g).WithField("fromVersion", sendArgs.FromVersion.FullPath(sendArgs.FS)).
+				Debug("cannot hold a bookmark, speculating that `from` will not be destroyed until step is done")
+		} else {
+			from, err := HoldStep(ctx, sendArgs.FS, *sendArgs.FromVersion, jid)
+			if err != nil {
+				return nil, err
+			}
+			keep = append(keep, from)
+		}
+		// fallthrough
+	}
+
+	to, err := HoldStep(ctx, sendArgs.FS, sendArgs.ToVersion, jid)
+	if err != nil {
+		return nil, err
+	}
+	keep = append(keep, to)
+
+	return keep, nil
+}
+
+func (g ReplicationGuaranteeResumability) ReceiverPostRecv(ctx context.Context, jid JobID, fs string, toRecvd zfs.FilesystemVersion) (keep []Abstraction, err error) {
+	return receiverPostRecvCommon(ctx, jid, fs, toRecvd)
+}
+
+func (g ReplicationGuaranteeResumability) SenderPostRecvConfirmed(ctx context.Context, jid JobID, fs string, to zfs.FilesystemVersion) (keep []Abstraction, err error) {
+	return senderPostRecvConfirmedCommon(ctx, jid, fs, to)
+}
+
+// helper function used by multiple strategies
+func senderPostRecvConfirmedCommon(ctx context.Context, jid JobID, fs string, to zfs.FilesystemVersion) (keep []Abstraction, err error) {
+
+	log := getLogger(ctx).WithField("toVersion", to.FullPath(fs))
+
+	toReplicationCursor, err := CreateReplicationCursor(ctx, fs, to, jid)
+	if err != nil {
+		if err == zfs.ErrBookmarkCloningNotSupported {
+			log.Debug("not setting replication cursor, bookmark cloning not supported")
+		} else {
+			msg := "cannot move replication cursor, keeping hold on `to` until successful"
+			log.WithError(err).Error(msg)
+			err = errors.Wrap(err, msg)
+			return nil, err
+		}
+	} else {
+		log.WithField("to_cursor", toReplicationCursor.String()).Info("successfully created `to` replication cursor")
+	}
+
+	return []Abstraction{toReplicationCursor}, nil
+}
+
+// helper function used by multiple strategies
+func receiverPostRecvCommon(ctx context.Context, jid JobID, fs string, toRecvd zfs.FilesystemVersion) (keep []Abstraction, err error) {
+	getLogger(ctx).Debug("create new last-received-hold")
+	lrh, err := CreateLastReceivedHold(ctx, fs, toRecvd, jid)
+	if err != nil {
+		return nil, err
+	}
+	return []Abstraction{lrh}, nil
+}

endpoint/endpoint_metrics.go

@@ -0,0 +1,7 @@
+package endpoint
+
+import "github.com/prometheus/client_golang/prometheus"
+
+func RegisterMetrics(r prometheus.Registerer) {
+	r.MustRegister(abstractionsCacheMetrics.count)
+}

endpoint/endpoint_zfs_abstraction.go

@@ -11,7 +11,9 @@ import (
 
 	"github.com/pkg/errors"
 
+	"github.com/zrepl/zrepl/daemon/logging/trace"
 	"github.com/zrepl/zrepl/util/envconst"
+	"github.com/zrepl/zrepl/util/nodefault"
 	"github.com/zrepl/zrepl/util/semaphore"
 	"github.com/zrepl/zrepl/zfs"
 )
@@ -22,19 +24,19 @@ type AbstractionType string
 // There are a lot of exhaustive switches on AbstractionType in the code base.
 // When adding a new abstraction type, make sure to search and update them!
 const (
-	AbstractionStepBookmark                AbstractionType = "step-bookmark"
+	AbstractionStepHold                           AbstractionType = "step-hold"
-	AbstractionStepHold                    AbstractionType = "step-hold"
+	AbstractionLastReceivedHold                   AbstractionType = "last-received-hold"
-	AbstractionLastReceivedHold            AbstractionType = "last-received-hold"
+	AbstractionTentativeReplicationCursorBookmark AbstractionType = "tentative-replication-cursor-bookmark-v2"
-	AbstractionReplicationCursorBookmarkV1 AbstractionType = "replication-cursor-bookmark-v1"
+	AbstractionReplicationCursorBookmarkV1        AbstractionType = "replication-cursor-bookmark-v1"
-	AbstractionReplicationCursorBookmarkV2 AbstractionType = "replication-cursor-bookmark-v2"
+	AbstractionReplicationCursorBookmarkV2        AbstractionType = "replication-cursor-bookmark-v2"
 )
 
 var AbstractionTypesAll = map[AbstractionType]bool{
-	AbstractionStepBookmark:                true,
+	AbstractionStepHold:                           true,
-	AbstractionStepHold:                    true,
+	AbstractionLastReceivedHold:                   true,
-	AbstractionLastReceivedHold:            true,
+	AbstractionTentativeReplicationCursorBookmark: true,
-	AbstractionReplicationCursorBookmarkV1: true,
+	AbstractionReplicationCursorBookmarkV1:        true,
-	AbstractionReplicationCursorBookmarkV2: true,
+	AbstractionReplicationCursorBookmarkV2:        true,
 }
 
 // Implementation Note:
@@ -53,14 +55,38 @@ type Abstraction interface {
 	json.Marshaler
 }
 
+func AbstractionEquals(a, b Abstraction) bool {
+	if (a != nil) != (b != nil) {
+		return false
+	}
+	if a == nil && b == nil {
+		return true
+	}
+	var aJobId, bJobId JobID
+	if aJid := a.GetJobID(); aJid != nil {
+		aJobId = *aJid
+	}
+	if bJid := b.GetJobID(); bJid != nil {
+		bJobId = *bJid
+	}
+	return a.GetType() == b.GetType() &&
+		a.GetFS() == b.GetFS() &&
+		a.GetName() == b.GetName() &&
+		a.GetFullPath() == b.GetFullPath() &&
+		aJobId == bJobId &&
+		a.GetCreateTXG() == b.GetCreateTXG() &&
+		zfs.FilesystemVersionEqualIdentity(a.GetFilesystemVersion(), b.GetFilesystemVersion()) &&
+		a.String() == b.String()
+}
+
 func (t AbstractionType) Validate() error {
 	switch t {
-	case AbstractionStepBookmark:
-		return nil
 	case AbstractionStepHold:
 		return nil
 	case AbstractionLastReceivedHold:
 		return nil
+	case AbstractionTentativeReplicationCursorBookmark:
+		return nil
 	case AbstractionReplicationCursorBookmarkV1:
 		return nil
 	case AbstractionReplicationCursorBookmarkV2:
@@ -160,8 +186,8 @@ type BookmarkExtractor func(fs *zfs.DatasetPath, v zfs.FilesystemVersion) Abstra
 // returns nil if the abstraction type is not bookmark-based
 func (t AbstractionType) BookmarkExtractor() BookmarkExtractor {
 	switch t {
-	case AbstractionStepBookmark:
+	case AbstractionTentativeReplicationCursorBookmark:
-		return StepBookmarkExtractor
+		return TentativeReplicationCursorExtractor
 	case AbstractionReplicationCursorBookmarkV1:
 		return ReplicationCursorV1Extractor
 	case AbstractionReplicationCursorBookmarkV2:
@@ -180,7 +206,7 @@ type HoldExtractor = func(fs *zfs.DatasetPath, v zfs.FilesystemVersion, tag stri
 // returns nil if the abstraction type is not hold-based
 func (t AbstractionType) HoldExtractor() HoldExtractor {
 	switch t {
-	case AbstractionStepBookmark:
+	case AbstractionTentativeReplicationCursorBookmark:
 		return nil
 	case AbstractionReplicationCursorBookmarkV1:
 		return nil
@@ -195,6 +221,23 @@ func (t AbstractionType) HoldExtractor() HoldExtractor {
 	}
 }
 
+func (t AbstractionType) BookmarkNamer() func(fs string, guid uint64, jobId JobID) (string, error) {
+	switch t {
+	case AbstractionTentativeReplicationCursorBookmark:
+		return TentativeReplicationCursorBookmarkName
+	case AbstractionReplicationCursorBookmarkV1:
+		panic("shouldn't be creating new ones")
+	case AbstractionReplicationCursorBookmarkV2:
+		return ReplicationCursorBookmarkName
+	case AbstractionStepHold:
+		return nil
+	case AbstractionLastReceivedHold:
+		return nil
+	default:
+		panic(fmt.Sprintf("unimpl: %q", t))
+	}
+}
+
 type ListZFSHoldsAndBookmarksQuery struct {
 	FS ListZFSHoldsAndBookmarksQueryFilesystemFilter
 	// What abstraction types should match (any contained in the set)
@@ -215,7 +258,7 @@ type ListZFSHoldsAndBookmarksQuery struct {
 
 type CreateTXGRangeBound struct {
 	CreateTXG uint64
-	Inclusive *zfs.NilBool // must not be nil
+	Inclusive *nodefault.Bool // must not be nil
 }
 
 // A non-empty range of CreateTXGs
@@ -258,7 +301,7 @@ func (q *ListZFSHoldsAndBookmarksQuery) Validate() error {
 var createTXGRangeBoundAllowCreateTXG0 = envconst.Bool("ZREPL_ENDPOINT_LIST_ABSTRACTIONS_QUERY_CREATETXG_RANGE_BOUND_ALLOW_0", false)
 
 func (i *CreateTXGRangeBound) Validate() error {
-	if err := i.Inclusive.Validate(); err != nil {
+	if err := i.Inclusive.ValidateNoDefault(); err != nil {
 		return errors.Wrap(err, "Inclusive")
 	}
 	if i.CreateTXG == 0 && !createTXGRangeBoundAllowCreateTXG0 {
@@ -377,7 +420,7 @@ func (r *CreateTXGRange) String() string {
 	if r.Since == nil {
 		fmt.Fprintf(&buf, "~")
 	} else {
-		if err := r.Since.Inclusive.Validate(); err != nil {
+		if err := r.Since.Inclusive.ValidateNoDefault(); err != nil {
 			fmt.Fprintf(&buf, "?")
 		} else if r.Since.Inclusive.B {
 			fmt.Fprintf(&buf, "[")
@@ -393,7 +436,7 @@ func (r *CreateTXGRange) String() string {
 		fmt.Fprintf(&buf, "~")
 	} else {
 		fmt.Fprintf(&buf, "%d", r.Until.CreateTXG)
-		if err := r.Until.Inclusive.Validate(); err != nil {
+		if err := r.Until.Inclusive.ValidateNoDefault(); err != nil {
 			fmt.Fprintf(&buf, "?")
 		} else if r.Until.Inclusive.B {
 			fmt.Fprintf(&buf, "]")
@@ -467,7 +510,7 @@ func (e ListAbstractionsErrors) Error() string {
 	}
 	msgs := make([]string, len(e))
 	for i := range e {
-		msgs[i] = e.Error()
+		msgs[i] = e[i].Error()
 	}
 	return fmt.Sprintf("list endpoint abstractions: multiple errors:\n%s", strings.Join(msgs, "\n"))
 }
@@ -529,25 +572,27 @@ func ListAbstractionsStreamed(ctx context.Context, query ListZFSHoldsAndBookmark
 	}
 
 	sem := semaphore.New(int64(query.Concurrency))
+	ctx, endTask := trace.WithTask(ctx, "list-abstractions-streamed-producer")
 	go func() {
+		defer endTask()
 		defer close(out)
 		defer close(outErrs)
-		var wg sync.WaitGroup
+
-		defer wg.Wait()
+		_, add, wait := trace.WithTaskGroup(ctx, "list-abstractions-impl-fs")
-		for i := range fss {
+		defer wait()
-			wg.Add(1)
+		for _, fs := range fss {
-			go func(i int) {
+			fs := fs // capture by copy
-				defer wg.Done()
+			add(func(ctx context.Context) {
 				g, err := sem.Acquire(ctx)
 				if err != nil {
-					errCb(err, fss[i], err.Error())
+					errCb(err, fs, err.Error())
 					return
 				}
 				func() {
 					defer g.Release()
-					listAbstractionsImplFS(ctx, fss[i], &query, emitAbstraction, errCb)
+					listAbstractionsImplFS(ctx, fs, &query, emitAbstraction, errCb)
 				}()
-			}(i)
+			})
 		}
 	}()
 
@@ -573,7 +618,7 @@ func listAbstractionsImplFS(ctx context.Context, fs string, query *ListZFSHoldsA
 			whatTypes[zfs.Snapshot] = true
 		}
 	}
-	fsvs, err := zfs.ZFSListFilesystemVersions(fsp, zfs.ListFilesystemVersionsOptions{
+	fsvs, err := zfs.ZFSListFilesystemVersions(ctx, fsp, zfs.ListFilesystemVersionsOptions{
 		Types: whatTypes,
 	})
 	if err != nil {
@@ -588,23 +633,23 @@ func listAbstractionsImplFS(ctx context.Context, fs string, query *ListZFSHoldsA
 			panic("implementation error: extractors misconfigured for " + at)
 		}
 		for _, v := range fsvs {
-			var a Abstraction
 			if v.Type == zfs.Bookmark && bmE != nil {
-				a = bmE(fsp, v)
+				if a := bmE(fsp, v); a != nil {
+					emitCandidate(a)
+				}
 			}
-			if v.Type == zfs.Snapshot && holdE != nil && query.CreateTXG.Contains(v.GetCreateTXG()) && (!v.UserRefs.Valid || v.UserRefs.Value > 0) {
+			if v.Type == zfs.Snapshot && holdE != nil && query.CreateTXG.Contains(v.GetCreateTXG()) && (!v.UserRefs.Valid || v.UserRefs.Value > 0) { // FIXME review v.UserRefsValid
 				holds, err := zfs.ZFSHolds(ctx, fsp.ToString(), v.Name)
 				if err != nil {
 					errCb(err, v.ToAbsPath(fsp), "get hold on snap")
 					continue
 				}
 				for _, tag := range holds {
-					a = holdE(fsp, v, tag)
+					if a := holdE(fsp, v, tag); a != nil {
+						emitCandidate(a)
+					}
 				}
 			}
-			if a != nil {
-				emitCandidate(a)
-			}
 		}
 	}
 }
@@ -671,11 +716,9 @@ func ListStale(ctx context.Context, q ListZFSHoldsAndBookmarksQuery) (*Staleness
 		return nil, &ListStaleQueryError{errors.New("ListStale cannot have Until != nil set on query")}
 	}
 
-	// if asking for step holds, must also as for step bookmarks (same kind of abstraction)
+	// if asking for step holds must also ask for replication cursor bookmarks (for firstNotStale)
-	// as well as replication cursor bookmarks (for firstNotStale)
 	ifAnyThenAll := AbstractionTypeSet{
 		AbstractionStepHold:                    true,
-		AbstractionStepBookmark:                true,
 		AbstractionReplicationCursorBookmarkV2: true,
 	}
 	if q.What.ContainsAnyOf(ifAnyThenAll) && !q.What.ContainsAll(ifAnyThenAll) {
@@ -704,7 +747,7 @@ type fsAjobAtype struct {
 }
 
 // For step holds and bookmarks, only those older than the most recent replication cursor
-// of their (filesystem,job) is considered because younger ones cannot be stale by definition
+// of their (filesystem,job) are considered because younger ones cannot be stale by definition
 // (if we destroy them, we might actually lose the hold on the `To` for an ongoing incremental replication)
 //
 // For replication cursors and last-received-holds, only the most recent one is kept.
@@ -731,6 +774,9 @@ func listStaleFiltering(abs []Abstraction, sinceBound *CreateTXGRangeBound) *Sta
 	}
 	stepFirstNotStaleCandidates := make(map[fsAndJobId]stepFirstNotStaleCandidate) // empty map => will always return nil
 	for _, a := range abs {
+		if a.GetJobID() == nil {
+			continue // already put those into always-live list noJobId in above loop
+		}
 		key := fsAndJobId{a.GetFS(), *a.GetJobID()}
 		c := stepFirstNotStaleCandidates[key]
 
@@ -743,8 +789,6 @@ func listStaleFiltering(abs []Abstraction, sinceBound *CreateTXGRangeBound) *Sta
 			}
 
 		// stepFirstNotStaleCandidate.step
-		case AbstractionStepBookmark:
-			fallthrough
 		case AbstractionStepHold:
 			if c.step == nil || (*c.step).GetCreateTXG() < a.GetCreateTXG() {
 				a := a
@@ -768,7 +812,7 @@ func listStaleFiltering(abs []Abstraction, sinceBound *CreateTXGRangeBound) *Sta
 	for k := range by {
 		l := by[k]
 
-		if k.Type == AbstractionStepHold || k.Type == AbstractionStepBookmark {
+		if k.Type == AbstractionStepHold {
 			// all older than the most recent cursor are stale, others are always live
 
 			// if we don't have a replication cursor yet, use untilBound = nil
@@ -786,14 +830,14 @@ func listStaleFiltering(abs []Abstraction, sinceBound *CreateTXGRangeBound) *Sta
 					untilBound = &CreateTXGRangeBound{
 						CreateTXG: (*sfnsc.cursor).GetCreateTXG(),
 						// if we have a cursor, can throw away step hold on both From and To
-						Inclusive: &zfs.NilBool{B: true},
+						Inclusive: &nodefault.Bool{B: true},
 					}
 				} else if sfnsc.step != nil {
 					untilBound = &CreateTXGRangeBound{
 						CreateTXG: (*sfnsc.step).GetCreateTXG(),
 						// if we don't have a cursor, the step most recent step hold is our
 						// initial replication cursor and it's possibly still live (interrupted initial replication)
-						Inclusive: &zfs.NilBool{B: false},
+						Inclusive: &nodefault.Bool{B: false},
 					}
 				} else {
 					untilBound = nil // consider everything stale