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src/erlang_migrate.erl
%% @doc erlang_migrate — database migration library modeled after golang-migrate/v4.
%%
%% == Quick Start ==
%% ```
%% Config = #{
%% conn => Conn, % epgsql connection pid
%% dir => "priv/migrations",
%% table => <<"schema_migrations">>, % optional
%% lock_id => 7369284 % optional, auto-derived from table name
%% },
%% ok = erlang_migrate:up(Config).
%% '''
%%
%% == File naming ==
%% Migrations live in `dir' as pairs:
%% {version}_{title}.up.sql
%% {version}_{title}.down.sql (optional — skipping makes down/2 fail)
%%
%% version must be a positive integer, e.g. 1, 100, 20240101120000.
%%
%% == GracefulStop ==
%% Send `erlang_migrate_abort' to the migration process to abort between
%% migrations: MigPid ! erlang_migrate_abort
%%
%% == dry_run mode ==
%% Set `dry_run => true' in Config to log what would be applied without
%% touching the database.
-module(erlang_migrate).
-export([up/1, up/2, down/1, down/2, goto/2, version/1, force/2, drop/1]).
-define(DEFAULT_TABLE, <<"schema_migrations">>).
-define(DEFAULT_LOCK_TIMEOUT, 15000). %% milliseconds
-define(DEFAULT_SET_VERSION_RETRIES, 3).
-define(DEFAULT_SET_VERSION_RETRY_MS, 200).
%% Apply all pending migrations.
-spec up(Config :: map()) -> ok | {error, term()}.
up(Config) -> up(Config, all).
%% Apply up to N pending migrations (all = unlimited).
-spec up(Config :: map(), Steps :: pos_integer() | all) -> ok | {error, term()}.
up(Config, Steps) ->
DryRun = dry_run(Config),
with_lock(Config, fun(Conn, Table, Logger, Driver) ->
case check_dirty(Driver, Conn, Table) of
{error, _} = E -> E;
ok ->
{ok, Current, _} = Driver:current_version(Conn, Table),
case erlang_migrate_source:scan(dir(Config)) of
{error, _} = E -> E;
{ok, All} ->
Pending = pending_up(All, Current, Steps),
apply_up(Driver, Conn, Table, Pending, Logger, DryRun, Config)
end
end
end).
%% Roll back all applied migrations.
-spec down(Config :: map()) -> ok | {error, term()}.
down(Config) -> down(Config, all).
%% Roll back N migrations (all = unlimited).
-spec down(Config :: map(), Steps :: pos_integer() | all) -> ok | {error, term()}.
down(Config, Steps) when Steps =:= all orelse (is_integer(Steps) andalso Steps > 0) ->
DryRun = dry_run(Config),
with_lock(Config, fun(Conn, Table, Logger, Driver) ->
case check_dirty(Driver, Conn, Table) of
{error, _} = E -> E;
ok ->
{ok, Current, _} = Driver:current_version(Conn, Table),
case Current of
undefined -> ok;
_ ->
case erlang_migrate_source:scan(dir(Config)) of
{error, _} = E -> E;
{ok, All} ->
ToRollback = pending_down(All, Current, Steps),
apply_down(Driver, Conn, Table, ToRollback, Logger, DryRun, Config)
end
end
end
end).
%% Migrate to a specific version (auto up or down).
-spec goto(Config :: map(), Version :: integer()) -> ok | {error, term()}.
goto(Config, Version) ->
DryRun = dry_run(Config),
with_lock(Config, fun(Conn, Table, Logger, Driver) ->
case check_dirty(Driver, Conn, Table) of
{error, _} = E -> E;
ok ->
{ok, Current, _} = Driver:current_version(Conn, Table),
case erlang_migrate_source:scan(dir(Config)) of
{error, _} = E -> E;
{ok, All} ->
CurV = case Current of undefined -> 0; V -> V end,
%% Fix #15: use dropwhile/takewhile for O(range) traversal
%% instead of full-list comprehension with two maps:get per element.
if
Version > CurV ->
Pending = lists:takewhile(
fun(M) -> maps:get(version, M) =< Version end,
lists:dropwhile(fun(M) -> maps:get(version, M) =< CurV end, All)),
apply_up(Driver, Conn, Table, Pending, Logger, DryRun, Config);
Version < CurV ->
Range = lists:takewhile(
fun(M) -> maps:get(version, M) =< CurV end,
lists:dropwhile(fun(M) -> maps:get(version, M) =< Version end, All)),
apply_down(Driver, Conn, Table, lists:reverse(Range), Logger, DryRun, Config);
true ->
ok
end
end
end
end).
%% Return current schema version and dirty flag.
-spec version(Config :: map()) -> {ok, integer() | undefined, boolean()} | {error, term()}.
version(Config) ->
Conn = conn(Config),
Table = table(Config),
Driver = driver(Config),
case Driver:ensure_table(Conn, Table) of
{error, _} = E -> E;
ok ->
case Driver:current_version(Conn, Table) of
{ok, Ver, Dirty} -> {ok, Ver, Dirty};
Err -> Err
end
end.
%% Force set version (clears dirty flag — use after manual recovery).
%% Fix #6: validate Version exists in source files when 'dir' is configured.
%% Pass Version=undefined to clear the tracking table (reset to no migrations applied).
-spec force(Config :: map(), Version :: integer() | undefined) -> ok | {error, term()}.
force(Config, Version) ->
Conn = conn(Config),
Table = table(Config),
Driver = driver(Config),
case Driver:ensure_table(Conn, Table) of
{error, _} = E -> E;
ok ->
case validate_force_version(Config, Version) of
{error, _} = E -> E;
ok -> Driver:set_version(Conn, Table, Version, false)
end
end.
validate_force_version(_Config, undefined) -> ok;
validate_force_version(Config, Version) when is_integer(Version) ->
case maps:find(dir, Config) of
error ->
ok; %% no dir configured — skip validation (backward-compatible)
{ok, Dir} ->
case erlang_migrate_source:scan(Dir) of
{error, _} = E -> E;
{ok, All} ->
Known = [maps:get(version, M) || M <- All],
case lists:member(Version, Known) of
true -> ok;
false -> {error, {unknown_version, Version, Known}}
end
end
end.
%% Drop schema_migrations table (destructive — use in tests only).
-spec drop(Config :: map()) -> ok | {error, term()}.
drop(Config) ->
Conn = conn(Config),
Table = table(Config),
Driver = driver(Config),
Driver:drop_table(Conn, Table).
%%% Internal helpers
with_lock(Config, Fun) ->
Conn = conn(Config),
Table = table(Config),
LockId = lock_id(Config, Table),
Timeout = lock_timeout(Config),
Logger = logger(Config),
Driver = driver(Config),
case Driver:ensure_table(Conn, Table) of
{error, _} = E -> E;
ok ->
log(Logger, info, #{}, fmt("acquiring lock ~b (timeout ~bms)", [LockId, Timeout])),
case Driver:lock(Conn, LockId, Timeout) of
{error, lock_timeout} ->
log(Logger, error, #{}, fmt("lock timeout after ~bms", [Timeout])),
{error, lock_timeout};
{error, _} = E ->
log(Logger, error, #{}, <<"lock acquisition failed">>),
E;
ok ->
log(Logger, info, #{}, <<"lock acquired">>),
try Fun(Conn, Table, Logger, Driver)
after
Driver:unlock(Conn, LockId),
log(Logger, info, #{}, <<"lock released">>)
end
end
end.
check_dirty(Driver, Conn, Table) ->
case Driver:is_dirty(Conn, Table) of
{ok, true} -> {error, {dirty_state, "Run force/2 to recover"}};
{ok, false} -> ok;
Err -> Err
end.
pending_up(All, undefined, all) -> All;
pending_up(All, undefined, N) -> lists:sublist(All, N);
pending_up(All, Current, all) -> [M || M <- All, maps:get(version, M) > Current];
pending_up(All, Current, N) -> lists:sublist([M || M <- All, maps:get(version, M) > Current], N).
pending_down(All, Current, all) ->
lists:reverse([M || M <- All, maps:get(version, M) =< Current]);
pending_down(All, Current, N) ->
lists:sublist(lists:reverse([M || M <- All, maps:get(version, M) =< Current]), N).
%% Fix #3 (GracefulStop): check own mailbox for an abort signal between migrations.
check_abort() ->
receive
erlang_migrate_abort -> {error, aborted}
after 0 -> ok
end.
apply_up(_Driver, _Conn, _Table, [], _Logger, _DryRun, _Config) -> ok;
apply_up(Driver, Conn, Table, [M | Rest], Logger, DryRun, Config) ->
%% Fix #3: honour abort signal sent from another process
case check_abort() of
{error, aborted} -> {error, aborted};
ok ->
Version = maps:get(version, M),
log(Logger, info, #{version => Version, title => maps:get(title, M)},
fmt("applying up ~b ~s", [Version, maps:get(title, M)])),
case run_one_up(Driver, Conn, Table, Version, maps:get(up_file, M),
Logger, DryRun, Config) of
ok ->
log(Logger, info, #{version => Version}, fmt("applied up ~b", [Version])),
apply_up(Driver, Conn, Table, Rest, Logger, DryRun, Config);
{error, _} = E -> E
end
end.
run_one_up(Driver, Conn, Table, Version, UpFile, Logger, DryRun, Config) ->
case erlang_migrate_source:read_sql(UpFile, up) of
{error, _} = E -> E;
{ok, SQL} ->
%% Fix #12: dry_run skips exec_sql and set_version entirely
if DryRun ->
log(Logger, info, #{version => Version, dry_run => true},
fmt("[dry-run] would apply up ~b", [Version])),
ok;
true ->
case Driver:set_version(Conn, Table, Version, true) of
{error, _} = E -> E;
ok ->
case Driver:exec_sql(Conn, SQL) of
{error, _} = E ->
log(Logger, error, #{version => Version},
fmt("failed up ~b — dirty state set", [Version])),
E;
ok ->
%% Fix #2: retry set_version(false) on transient failures
set_version_with_retry(Driver, Conn, Table, Version, false,
set_version_retries(Config),
set_version_retry_ms(Config),
Logger)
end
end
end
end.
apply_down(_Driver, _Conn, _Table, [], _Logger, _DryRun, _Config) -> ok;
apply_down(Driver, Conn, Table, [M | Rest], Logger, DryRun, Config) ->
case check_abort() of
{error, aborted} -> {error, aborted};
ok ->
Version = maps:get(version, M),
DownFile = maps:get(down_file, M),
case DownFile of
undefined -> {error, {no_down_migration, Version}};
_ ->
log(Logger, info, #{version => Version, title => maps:get(title, M)},
fmt("applying down ~b ~s", [Version, maps:get(title, M)])),
PrevVersion = case Rest of
[] -> undefined;
[Next | _] -> maps:get(version, Next)
end,
case run_one_down(Driver, Conn, Table, Version, PrevVersion, DownFile,
Logger, DryRun, Config) of
ok ->
log(Logger, info, #{version => Version}, fmt("applied down ~b", [Version])),
apply_down(Driver, Conn, Table, Rest, Logger, DryRun, Config);
{error, _} = E -> E
end
end
end.
run_one_down(Driver, Conn, Table, Version, PrevVersion, DownFile, Logger, DryRun, Config) ->
case erlang_migrate_source:read_sql(DownFile, down) of
{error, _} = E -> E;
{ok, SQL} ->
if DryRun ->
log(Logger, info, #{version => Version, dry_run => true},
fmt("[dry-run] would apply down ~b", [Version])),
ok;
true ->
case Driver:set_version(Conn, Table, Version, true) of
{error, _} = E -> E;
ok ->
case Driver:exec_sql(Conn, SQL) of
{error, _} = E ->
log(Logger, error, #{version => Version},
fmt("failed down ~b — dirty state set", [Version])),
E;
ok ->
set_version_with_retry(Driver, Conn, Table, PrevVersion, false,
set_version_retries(Config),
set_version_retry_ms(Config),
Logger)
end
end
end
end.
%% Fix #2: retry set_version on transient failure, e.g. network flash after exec_sql succeeds.
set_version_with_retry(Driver, Conn, Table, Version, Dirty, 0, _RetryMs, _Logger) ->
case Driver:set_version(Conn, Table, Version, Dirty) of
ok -> ok;
{error, _} = E -> E
end;
set_version_with_retry(Driver, Conn, Table, Version, Dirty, Retries, RetryMs, Logger) ->
case Driver:set_version(Conn, Table, Version, Dirty) of
ok -> ok;
{error, _} ->
log(Logger, warning, #{version => Version, retries_left => Retries},
fmt("set_version retry (~b left) for ~b", [Retries, if Version =:= undefined -> 0; true -> Version end])),
timer:sleep(RetryMs),
set_version_with_retry(Driver, Conn, Table, Version, Dirty, Retries - 1, RetryMs, Logger)
end.
conn(#{conn := C}) -> C.
table(#{table := T}) -> T;
table(_) -> ?DEFAULT_TABLE.
dir(#{dir := D}) -> D.
dry_run(#{dry_run := true}) -> true;
dry_run(_) -> false.
set_version_retries(#{set_version_retries := N}) when is_integer(N), N >= 0 -> N;
set_version_retries(_) -> ?DEFAULT_SET_VERSION_RETRIES.
set_version_retry_ms(#{set_version_retry_ms := MS}) when is_integer(MS), MS >= 0 -> MS;
set_version_retry_ms(_) -> ?DEFAULT_SET_VERSION_RETRY_MS.
lock_id(#{lock_id := Id}, _) -> Id;
lock_id(_, Table) -> erlang:phash2(Table, 1 bsl 30).
lock_timeout(#{lock_timeout := T}) when is_integer(T), T >= 0 -> T;
lock_timeout(_) -> ?DEFAULT_LOCK_TIMEOUT.
logger(#{logger := F}) when is_function(F, 2) -> F;
logger(#{logger := F}) when is_function(F, 3) -> F;
logger(_) -> undefined.
%% Fix #16: support both fun(Level, Msg) and fun(Level, Meta, Msg) loggers.
%% Meta is a map carrying structured context (version, title, dry_run, etc.).
log(undefined, _Level, _Meta, _Msg) -> ok;
log(Fun, Level, _Meta, Msg) when is_function(Fun, 2) -> Fun(Level, Msg);
log(Fun, Level, Meta, Msg) when is_function(Fun, 3) -> Fun(Level, Meta, Msg).
%% Raises error/1 for bad driver config — these are programmer errors caught at startup.
driver(#{driver := D}) when is_atom(D) ->
case code:which(D) of
non_existing -> error({unknown_driver, D});
_ -> D
end;
driver(#{driver := D}) -> error({invalid_driver, D});
driver(_) -> erlang_migrate_pg.
fmt(Fmt, Args) -> iolist_to_binary(io_lib:format(Fmt, Args)).