[management] Legacy to embedded IdP migration tool (#5586)

2026-04-18 16:26:38 +00:00 · 2026-04-01 12:53:19 +01:00
parent 4d3e2f8ad3
commit 940f530ac2
24 changed files with 4023 additions and 31 deletions
--- a/management/server/idp/embedded.go
+++ b/management/server/idp/embedded.go
@@ -13,6 +13,7 @@ import (

 	"github.com/netbirdio/netbird/idp/dex"
 	"github.com/netbirdio/netbird/management/server/telemetry"
+	nbjwt "github.com/netbirdio/netbird/shared/auth/jwt"
 )

 const (
@@ -48,6 +49,8 @@ type EmbeddedIdPConfig struct {
 	// Existing local users are preserved and will be able to login again if re-enabled.
 	// Cannot be enabled if no external identity provider connectors are configured.
 	LocalAuthDisabled bool
+	// StaticConnectors are additional connectors to seed during initialization
+	StaticConnectors []dex.Connector
 }

 // EmbeddedStorageConfig holds storage configuration for the embedded IdP.
@@ -157,6 +160,7 @@ func (c *EmbeddedIdPConfig) ToYAMLConfig() (*dex.YAMLConfig, error) {
 				RedirectURIs: cliRedirectURIs,
 			},
 		},
+		StaticConnectors: c.StaticConnectors,
 	}

 	// Add owner user if provided
@@ -193,6 +197,9 @@ type OAuthConfigProvider interface {
 	// Management server has embedded Dex and can validate tokens via localhost,
 	// avoiding external network calls and DNS resolution issues during startup.
 	GetLocalKeysLocation() string
+	// GetKeyFetcher returns a KeyFetcher that reads keys directly from the IDP storage,
+	// or nil if direct key fetching is not supported (falls back to HTTP).
+	GetKeyFetcher() nbjwt.KeyFetcher
 	GetClientIDs() []string
 	GetUserIDClaim() string
 	GetTokenEndpoint() string
@@ -593,6 +600,11 @@ func (m *EmbeddedIdPManager) GetCLIRedirectURLs() []string {
 	return m.config.CLIRedirectURIs
 }

+// GetKeyFetcher returns a KeyFetcher that reads keys directly from Dex storage.
+func (m *EmbeddedIdPManager) GetKeyFetcher() nbjwt.KeyFetcher {
+	return m.provider.GetJWKS
+}
+
 // GetKeysLocation returns the JWKS endpoint URL for token validation.
 func (m *EmbeddedIdPManager) GetKeysLocation() string {
 	return m.provider.GetKeysLocation()
--- a/management/server/idp/migration/migration.go
+++ b/management/server/idp/migration/migration.go
@@ -0,0 +1,235 @@
+// Package migration provides utility functions for migrating from the external IdP solution in pre v0.62.0
+// to the new embedded IdP manager (Dex based), which is the default in v0.62.0 and later.
+// It includes functions to seed connectors and migrate existing users to use these connectors.
+package migration
+
+import (
+	"context"
+	"encoding/base64"
+	"encoding/json"
+	"errors"
+	"fmt"
+	"os"
+
+	log "github.com/sirupsen/logrus"
+
+	"github.com/netbirdio/netbird/idp/dex"
+	"github.com/netbirdio/netbird/management/server/idp"
+	"github.com/netbirdio/netbird/management/server/types"
+)
+
+// Server is the dependency interface that migration functions use to access
+// the main data store and the activity event store.
+type Server interface {
+	Store() Store
+	EventStore() EventStore // may return nil
+}
+
+const idpSeedInfoKey = "IDP_SEED_INFO"
+const dryRunEnvKey = "NB_IDP_MIGRATION_DRY_RUN"
+
+func isDryRun() bool {
+	return os.Getenv(dryRunEnvKey) == "true"
+}
+
+var ErrNoSeedInfo = errors.New("no seed info found in environment")
+
+// SeedConnectorFromEnv reads the IDP_SEED_INFO env var, base64-decodes it,
+// and JSON-unmarshals it into a dex.Connector. Returns nil if not set.
+func SeedConnectorFromEnv() (*dex.Connector, error) {
+	val, ok := os.LookupEnv(idpSeedInfoKey)
+	if !ok || val == "" {
+		return nil, ErrNoSeedInfo
+	}
+
+	decoded, err := base64.StdEncoding.DecodeString(val)
+	if err != nil {
+		return nil, fmt.Errorf("base64 decode: %w", err)
+	}
+
+	var conn dex.Connector
+	if err := json.Unmarshal(decoded, &conn); err != nil {
+		return nil, fmt.Errorf("json unmarshal: %w", err)
+	}
+
+	return &conn, nil
+}
+
+// MigrateUsersToStaticConnectors re-keys every user ID in the main store (and
+// the activity store, if present) so that it encodes the given connector ID,
+// skipping users that have already been migrated. Set NB_IDP_MIGRATION_DRY_RUN=true
+// to log what would happen without writing any changes.
+func MigrateUsersToStaticConnectors(s Server, conn *dex.Connector) error {
+	ctx := context.Background()
+
+	if isDryRun() {
+		log.Info("[DRY RUN] migration dry-run mode enabled, no changes will be written")
+	}
+
+	users, err := s.Store().ListUsers(ctx)
+	if err != nil {
+		return fmt.Errorf("failed to list users: %w", err)
+	}
+
+	// Reconciliation pass: fix activity store for users already migrated in main DB
+	// but whose activity references may still use old IDs (from a previous partial failure).
+	if s.EventStore() != nil && !isDryRun() {
+		if err := reconcileActivityStore(ctx, s.EventStore(), users); err != nil {
+			return err
+		}
+	}
+
+	var migratedCount, skippedCount int
+
+	for _, user := range users {
+		_, _, decErr := dex.DecodeDexUserID(user.Id)
+		if decErr == nil {
+			skippedCount++
+			continue
+		}
+
+		newUserID := dex.EncodeDexUserID(user.Id, conn.ID)
+
+		if isDryRun() {
+			log.Infof("[DRY RUN] would migrate user %s -> %s (account: %s)", user.Id, newUserID, user.AccountID)
+			migratedCount++
+			continue
+		}
+
+		if err := migrateUser(ctx, s, user.Id, user.AccountID, newUserID); err != nil {
+			return err
+		}
+
+		migratedCount++
+	}
+
+	if isDryRun() {
+		log.Infof("[DRY RUN] migration summary: %d users would be migrated, %d already migrated", migratedCount, skippedCount)
+	} else {
+		log.Infof("migration complete: %d users migrated, %d already migrated", migratedCount, skippedCount)
+	}
+
+	return nil
+}
+
+// reconcileActivityStore updates activity store references for users already migrated
+// in the main DB whose activity entries may still use old IDs from a previous partial failure.
+func reconcileActivityStore(ctx context.Context, eventStore EventStore, users []*types.User) error {
+	for _, user := range users {
+		originalID, _, err := dex.DecodeDexUserID(user.Id)
+		if err != nil {
+			// skip users that aren't migrated, they will be handled in the main migration loop
+			continue
+		}
+		if err := eventStore.UpdateUserID(ctx, originalID, user.Id); err != nil {
+			return fmt.Errorf("reconcile activity store for user %s: %w", user.Id, err)
+		}
+	}
+	return nil
+}
+
+// migrateUser updates a single user's ID in both the main store and the activity store.
+func migrateUser(ctx context.Context, s Server, oldID, accountID, newID string) error {
+	if err := s.Store().UpdateUserID(ctx, accountID, oldID, newID); err != nil {
+		return fmt.Errorf("failed to update user ID for user %s: %w", oldID, err)
+	}
+
+	if s.EventStore() == nil {
+		return nil
+	}
+
+	if err := s.EventStore().UpdateUserID(ctx, oldID, newID); err != nil {
+		return fmt.Errorf("failed to update activity store user ID for user %s: %w", oldID, err)
+	}
+
+	return nil
+}
+
+// PopulateUserInfo fetches user email and name from the external IDP and updates
+// the store for users that are missing this information.
+func PopulateUserInfo(s Server, idpManager idp.Manager, dryRun bool) error {
+	ctx := context.Background()
+
+	users, err := s.Store().ListUsers(ctx)
+	if err != nil {
+		return fmt.Errorf("failed to list users: %w", err)
+	}
+
+	// Build a map of IDP user ID -> UserData from the external IDP
+	allAccounts, err := idpManager.GetAllAccounts(ctx)
+	if err != nil {
+		return fmt.Errorf("failed to fetch accounts from IDP: %w", err)
+	}
+
+	idpUsers := make(map[string]*idp.UserData)
+	for _, accountUsers := range allAccounts {
+		for _, userData := range accountUsers {
+			idpUsers[userData.ID] = userData
+		}
+	}
+
+	log.Infof("fetched %d users from IDP", len(idpUsers))
+
+	var updatedCount, skippedCount, notFoundCount int
+
+	for _, user := range users {
+		if user.IsServiceUser {
+			skippedCount++
+			continue
+		}
+
+		if user.Email != "" && user.Name != "" {
+			skippedCount++
+			continue
+		}
+
+		// The user ID in the store may be the original IDP ID or a Dex-encoded ID.
+		// Try to decode the Dex format first to get the original IDP ID.
+		lookupID := user.Id
+		if originalID, _, decErr := dex.DecodeDexUserID(user.Id); decErr == nil {
+			lookupID = originalID
+		}
+
+		idpUser, found := idpUsers[lookupID]
+		if !found {
+			notFoundCount++
+			log.Debugf("user %s (lookup: %s) not found in IDP, skipping", user.Id, lookupID)
+			continue
+		}
+
+		email := user.Email
+		name := user.Name
+		if email == "" && idpUser.Email != "" {
+			email = idpUser.Email
+		}
+		if name == "" && idpUser.Name != "" {
+			name = idpUser.Name
+		}
+
+		if email == user.Email && name == user.Name {
+			skippedCount++
+			continue
+		}
+
+		if dryRun {
+			log.Infof("[DRY RUN] would update user %s: email=%q, name=%q", user.Id, email, name)
+			updatedCount++
+			continue
+		}
+
+		if err := s.Store().UpdateUserInfo(ctx, user.Id, email, name); err != nil {
+			return fmt.Errorf("failed to update user info for %s: %w", user.Id, err)
+		}
+
+		log.Infof("updated user %s: email=%q, name=%q", user.Id, email, name)
+		updatedCount++
+	}
+
+	if dryRun {
+		log.Infof("[DRY RUN] user info summary: %d would be updated, %d skipped, %d not found in IDP", updatedCount, skippedCount, notFoundCount)
+	} else {
+		log.Infof("user info population complete: %d updated, %d skipped, %d not found in IDP", updatedCount, skippedCount, notFoundCount)
+	}
+
+	return nil
+}
--- a/management/server/idp/migration/migration_test.go
+++ b/management/server/idp/migration/migration_test.go
@@ -0,0 +1,828 @@
+package migration
+
+import (
+	"context"
+	"encoding/base64"
+	"encoding/json"
+	"fmt"
+	"os"
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+	"github.com/stretchr/testify/require"
+
+	"github.com/netbirdio/netbird/idp/dex"
+	"github.com/netbirdio/netbird/management/server/idp"
+	"github.com/netbirdio/netbird/management/server/types"
+)
+
+// testStore is a hand-written mock for MigrationStore.
+type testStore struct {
+	listUsersFunc      func(ctx context.Context) ([]*types.User, error)
+	updateUserIDFunc   func(ctx context.Context, accountID, oldUserID, newUserID string) error
+	updateUserInfoFunc func(ctx context.Context, userID, email, name string) error
+	checkSchemaFunc    func(checks []SchemaCheck) []SchemaError
+	updateCalls        []updateUserIDCall
+	updateInfoCalls    []updateUserInfoCall
+}
+
+type updateUserIDCall struct {
+	AccountID string
+	OldUserID string
+	NewUserID string
+}
+
+type updateUserInfoCall struct {
+	UserID string
+	Email  string
+	Name   string
+}
+
+func (s *testStore) ListUsers(ctx context.Context) ([]*types.User, error) {
+	return s.listUsersFunc(ctx)
+}
+
+func (s *testStore) UpdateUserID(ctx context.Context, accountID, oldUserID, newUserID string) error {
+	s.updateCalls = append(s.updateCalls, updateUserIDCall{accountID, oldUserID, newUserID})
+	return s.updateUserIDFunc(ctx, accountID, oldUserID, newUserID)
+}
+
+func (s *testStore) UpdateUserInfo(ctx context.Context, userID, email, name string) error {
+	s.updateInfoCalls = append(s.updateInfoCalls, updateUserInfoCall{userID, email, name})
+	if s.updateUserInfoFunc != nil {
+		return s.updateUserInfoFunc(ctx, userID, email, name)
+	}
+	return nil
+}
+
+func (s *testStore) CheckSchema(checks []SchemaCheck) []SchemaError {
+	if s.checkSchemaFunc != nil {
+		return s.checkSchemaFunc(checks)
+	}
+	return nil
+}
+
+type testServer struct {
+	store      Store
+	eventStore EventStore
+}
+
+func (s *testServer) Store() Store           { return s.store }
+func (s *testServer) EventStore() EventStore { return s.eventStore }
+
+func TestSeedConnectorFromEnv(t *testing.T) {
+	t.Run("returns ErrNoSeedInfo when env var is not set", func(t *testing.T) {
+		os.Unsetenv(idpSeedInfoKey)
+
+		conn, err := SeedConnectorFromEnv()
+		assert.ErrorIs(t, err, ErrNoSeedInfo)
+		assert.Nil(t, conn)
+	})
+
+	t.Run("returns ErrNoSeedInfo when env var is empty", func(t *testing.T) {
+		t.Setenv(idpSeedInfoKey, "")
+
+		conn, err := SeedConnectorFromEnv()
+		assert.ErrorIs(t, err, ErrNoSeedInfo)
+		assert.Nil(t, conn)
+	})
+
+	t.Run("returns error on invalid base64", func(t *testing.T) {
+		t.Setenv(idpSeedInfoKey, "not-valid-base64!!!")
+
+		conn, err := SeedConnectorFromEnv()
+		assert.NotErrorIs(t, err, ErrNoSeedInfo)
+		assert.Error(t, err)
+		assert.Nil(t, conn)
+		assert.Contains(t, err.Error(), "base64 decode")
+	})
+
+	t.Run("returns error on invalid JSON", func(t *testing.T) {
+		encoded := base64.StdEncoding.EncodeToString([]byte("not json"))
+		t.Setenv(idpSeedInfoKey, encoded)
+
+		conn, err := SeedConnectorFromEnv()
+		assert.NotErrorIs(t, err, ErrNoSeedInfo)
+		assert.Error(t, err)
+		assert.Nil(t, conn)
+		assert.Contains(t, err.Error(), "json unmarshal")
+	})
+
+	t.Run("successfully decodes valid connector", func(t *testing.T) {
+		expected := dex.Connector{
+			Type: "oidc",
+			Name: "Test Provider",
+			ID:   "test-provider",
+			Config: map[string]any{
+				"issuer":       "https://example.com",
+				"clientID":     "my-client-id",
+				"clientSecret": "my-secret",
+			},
+		}
+
+		data, err := json.Marshal(expected)
+		require.NoError(t, err)
+
+		encoded := base64.StdEncoding.EncodeToString(data)
+		t.Setenv(idpSeedInfoKey, encoded)
+
+		conn, err := SeedConnectorFromEnv()
+		assert.NoError(t, err)
+		require.NotNil(t, conn)
+		assert.Equal(t, expected.Type, conn.Type)
+		assert.Equal(t, expected.Name, conn.Name)
+		assert.Equal(t, expected.ID, conn.ID)
+		assert.Equal(t, expected.Config["issuer"], conn.Config["issuer"])
+	})
+}
+
+func TestMigrateUsersToStaticConnectors(t *testing.T) {
+	connector := &dex.Connector{
+		Type: "oidc",
+		Name: "Test Provider",
+		ID:   "test-connector",
+	}
+
+	t.Run("succeeds with no users", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc:    func(ctx context.Context) ([]*types.User, error) { return nil, nil },
+			updateUserIDFunc: func(ctx context.Context, accountID, oldUserID, newUserID string) error { return nil },
+		}
+
+		srv := &testServer{store: ms}
+		err := MigrateUsersToStaticConnectors(srv, connector)
+		assert.NoError(t, err)
+	})
+
+	t.Run("returns error when ListUsers fails", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return nil, fmt.Errorf("db error")
+			},
+			updateUserIDFunc: func(ctx context.Context, accountID, oldUserID, newUserID string) error { return nil },
+		}
+
+		srv := &testServer{store: ms}
+		err := MigrateUsersToStaticConnectors(srv, connector)
+		assert.Error(t, err)
+		assert.Contains(t, err.Error(), "failed to list users")
+	})
+
+	t.Run("migrates single user with correct encoded ID", func(t *testing.T) {
+		user := &types.User{Id: "user-1", AccountID: "account-1"}
+		expectedNewID := dex.EncodeDexUserID("user-1", "test-connector")
+
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{user}, nil
+			},
+			updateUserIDFunc: func(ctx context.Context, accountID, oldUserID, newUserID string) error {
+				return nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := MigrateUsersToStaticConnectors(srv, connector)
+		assert.NoError(t, err)
+		require.Len(t, ms.updateCalls, 1)
+		assert.Equal(t, "account-1", ms.updateCalls[0].AccountID)
+		assert.Equal(t, "user-1", ms.updateCalls[0].OldUserID)
+		assert.Equal(t, expectedNewID, ms.updateCalls[0].NewUserID)
+	})
+
+	t.Run("migrates multiple users", func(t *testing.T) {
+		users := []*types.User{
+			{Id: "user-1", AccountID: "account-1"},
+			{Id: "user-2", AccountID: "account-1"},
+			{Id: "user-3", AccountID: "account-2"},
+		}
+
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return users, nil
+			},
+			updateUserIDFunc: func(ctx context.Context, accountID, oldUserID, newUserID string) error {
+				return nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := MigrateUsersToStaticConnectors(srv, connector)
+		assert.NoError(t, err)
+		assert.Len(t, ms.updateCalls, 3)
+	})
+
+	t.Run("returns error when UpdateUserID fails", func(t *testing.T) {
+		users := []*types.User{
+			{Id: "user-1", AccountID: "account-1"},
+			{Id: "user-2", AccountID: "account-1"},
+		}
+
+		callCount := 0
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return users, nil
+			},
+			updateUserIDFunc: func(ctx context.Context, accountID, oldUserID, newUserID string) error {
+				callCount++
+				if callCount == 2 {
+					return fmt.Errorf("update failed")
+				}
+				return nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := MigrateUsersToStaticConnectors(srv, connector)
+		assert.Error(t, err)
+		assert.Contains(t, err.Error(), "failed to update user ID for user user-2")
+	})
+
+	t.Run("stops on first UpdateUserID error", func(t *testing.T) {
+		users := []*types.User{
+			{Id: "user-1", AccountID: "account-1"},
+			{Id: "user-2", AccountID: "account-1"},
+		}
+
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return users, nil
+			},
+			updateUserIDFunc: func(ctx context.Context, accountID, oldUserID, newUserID string) error {
+				return fmt.Errorf("update failed")
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := MigrateUsersToStaticConnectors(srv, connector)
+		assert.Error(t, err)
+		assert.Len(t, ms.updateCalls, 1) // stopped after first error
+	})
+
+	t.Run("skips already migrated users", func(t *testing.T) {
+		alreadyMigratedID := dex.EncodeDexUserID("user-1", "test-connector")
+		users := []*types.User{
+			{Id: alreadyMigratedID, AccountID: "account-1"},
+		}
+
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return users, nil
+			},
+			updateUserIDFunc: func(ctx context.Context, accountID, oldUserID, newUserID string) error {
+				return nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := MigrateUsersToStaticConnectors(srv, connector)
+		assert.NoError(t, err)
+		assert.Len(t, ms.updateCalls, 0)
+	})
+
+	t.Run("migrates only non-migrated users in mixed state", func(t *testing.T) {
+		alreadyMigratedID := dex.EncodeDexUserID("user-1", "test-connector")
+		users := []*types.User{
+			{Id: alreadyMigratedID, AccountID: "account-1"},
+			{Id: "user-2", AccountID: "account-1"},
+			{Id: "user-3", AccountID: "account-2"},
+		}
+
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return users, nil
+			},
+			updateUserIDFunc: func(ctx context.Context, accountID, oldUserID, newUserID string) error {
+				return nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := MigrateUsersToStaticConnectors(srv, connector)
+		assert.NoError(t, err)
+		// Only user-2 and user-3 should be migrated
+		assert.Len(t, ms.updateCalls, 2)
+		assert.Equal(t, "user-2", ms.updateCalls[0].OldUserID)
+		assert.Equal(t, "user-3", ms.updateCalls[1].OldUserID)
+	})
+
+	t.Run("dry run does not call UpdateUserID", func(t *testing.T) {
+		t.Setenv(dryRunEnvKey, "true")
+
+		users := []*types.User{
+			{Id: "user-1", AccountID: "account-1"},
+			{Id: "user-2", AccountID: "account-1"},
+		}
+
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return users, nil
+			},
+			updateUserIDFunc: func(ctx context.Context, accountID, oldUserID, newUserID string) error {
+				t.Fatal("UpdateUserID should not be called in dry-run mode")
+				return nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := MigrateUsersToStaticConnectors(srv, connector)
+		assert.NoError(t, err)
+		assert.Len(t, ms.updateCalls, 0)
+	})
+
+	t.Run("dry run skips already migrated users", func(t *testing.T) {
+		t.Setenv(dryRunEnvKey, "true")
+
+		alreadyMigratedID := dex.EncodeDexUserID("user-1", "test-connector")
+		users := []*types.User{
+			{Id: alreadyMigratedID, AccountID: "account-1"},
+			{Id: "user-2", AccountID: "account-1"},
+		}
+
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return users, nil
+			},
+			updateUserIDFunc: func(ctx context.Context, accountID, oldUserID, newUserID string) error {
+				t.Fatal("UpdateUserID should not be called in dry-run mode")
+				return nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := MigrateUsersToStaticConnectors(srv, connector)
+		assert.NoError(t, err)
+	})
+
+	t.Run("dry run disabled by default", func(t *testing.T) {
+		user := &types.User{Id: "user-1", AccountID: "account-1"}
+
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{user}, nil
+			},
+			updateUserIDFunc: func(ctx context.Context, accountID, oldUserID, newUserID string) error {
+				return nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := MigrateUsersToStaticConnectors(srv, connector)
+		assert.NoError(t, err)
+		assert.Len(t, ms.updateCalls, 1) // proves it's not in dry-run
+	})
+}
+
+func TestPopulateUserInfo(t *testing.T) {
+	noopUpdateID := func(ctx context.Context, accountID, oldUserID, newUserID string) error { return nil }
+
+	t.Run("succeeds with no users", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc:    func(ctx context.Context) ([]*types.User, error) { return nil, nil },
+			updateUserIDFunc: noopUpdateID,
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.NoError(t, err)
+		assert.Empty(t, ms.updateInfoCalls)
+	})
+
+	t.Run("returns error when ListUsers fails", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return nil, fmt.Errorf("db error")
+			},
+			updateUserIDFunc: noopUpdateID,
+		}
+		mockIDP := &idp.MockIDP{}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.Error(t, err)
+		assert.Contains(t, err.Error(), "failed to list users")
+	})
+
+	t.Run("returns error when GetAllAccounts fails", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{{Id: "user-1", AccountID: "acc-1"}}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return nil, fmt.Errorf("idp error")
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.Error(t, err)
+		assert.Contains(t, err.Error(), "failed to fetch accounts from IDP")
+	})
+
+	t.Run("updates user with missing email and name", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{
+					{Id: "user-1", AccountID: "acc-1", Email: "", Name: ""},
+				}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{
+					"acc-1": {
+						{ID: "user-1", Email: "user1@example.com", Name: "User One"},
+					},
+				}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.NoError(t, err)
+		require.Len(t, ms.updateInfoCalls, 1)
+		assert.Equal(t, "user-1", ms.updateInfoCalls[0].UserID)
+		assert.Equal(t, "user1@example.com", ms.updateInfoCalls[0].Email)
+		assert.Equal(t, "User One", ms.updateInfoCalls[0].Name)
+	})
+
+	t.Run("updates only missing email when name exists", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{
+					{Id: "user-1", AccountID: "acc-1", Email: "", Name: "Existing Name"},
+				}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{
+					"acc-1": {{ID: "user-1", Email: "user1@example.com", Name: "IDP Name"}},
+				}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.NoError(t, err)
+		require.Len(t, ms.updateInfoCalls, 1)
+		assert.Equal(t, "user1@example.com", ms.updateInfoCalls[0].Email)
+		assert.Equal(t, "Existing Name", ms.updateInfoCalls[0].Name)
+	})
+
+	t.Run("updates only missing name when email exists", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{
+					{Id: "user-1", AccountID: "acc-1", Email: "existing@example.com", Name: ""},
+				}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{
+					"acc-1": {{ID: "user-1", Email: "idp@example.com", Name: "IDP Name"}},
+				}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.NoError(t, err)
+		require.Len(t, ms.updateInfoCalls, 1)
+		assert.Equal(t, "existing@example.com", ms.updateInfoCalls[0].Email)
+		assert.Equal(t, "IDP Name", ms.updateInfoCalls[0].Name)
+	})
+
+	t.Run("skips users that already have both email and name", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{
+					{Id: "user-1", AccountID: "acc-1", Email: "user1@example.com", Name: "User One"},
+				}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{
+					"acc-1": {{ID: "user-1", Email: "different@example.com", Name: "Different Name"}},
+				}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.NoError(t, err)
+		assert.Empty(t, ms.updateInfoCalls)
+	})
+
+	t.Run("skips service users", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{
+					{Id: "svc-1", AccountID: "acc-1", Email: "", Name: "", IsServiceUser: true},
+				}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{
+					"acc-1": {{ID: "svc-1", Email: "svc@example.com", Name: "Service"}},
+				}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.NoError(t, err)
+		assert.Empty(t, ms.updateInfoCalls)
+	})
+
+	t.Run("skips users not found in IDP", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{
+					{Id: "user-1", AccountID: "acc-1", Email: "", Name: ""},
+				}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{
+					"acc-1": {{ID: "different-user", Email: "other@example.com", Name: "Other"}},
+				}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.NoError(t, err)
+		assert.Empty(t, ms.updateInfoCalls)
+	})
+
+	t.Run("looks up dex-encoded user IDs by original ID", func(t *testing.T) {
+		dexEncodedID := dex.EncodeDexUserID("original-idp-id", "my-connector")
+
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{
+					{Id: dexEncodedID, AccountID: "acc-1", Email: "", Name: ""},
+				}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{
+					"acc-1": {{ID: "original-idp-id", Email: "user@example.com", Name: "User"}},
+				}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.NoError(t, err)
+		require.Len(t, ms.updateInfoCalls, 1)
+		assert.Equal(t, dexEncodedID, ms.updateInfoCalls[0].UserID)
+		assert.Equal(t, "user@example.com", ms.updateInfoCalls[0].Email)
+		assert.Equal(t, "User", ms.updateInfoCalls[0].Name)
+	})
+
+	t.Run("handles multiple users across multiple accounts", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{
+					{Id: "user-1", AccountID: "acc-1", Email: "", Name: ""},
+					{Id: "user-2", AccountID: "acc-1", Email: "already@set.com", Name: "Already Set"},
+					{Id: "user-3", AccountID: "acc-2", Email: "", Name: ""},
+				}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{
+					"acc-1": {
+						{ID: "user-1", Email: "u1@example.com", Name: "User 1"},
+						{ID: "user-2", Email: "u2@example.com", Name: "User 2"},
+					},
+					"acc-2": {
+						{ID: "user-3", Email: "u3@example.com", Name: "User 3"},
+					},
+				}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.NoError(t, err)
+		require.Len(t, ms.updateInfoCalls, 2)
+		assert.Equal(t, "user-1", ms.updateInfoCalls[0].UserID)
+		assert.Equal(t, "u1@example.com", ms.updateInfoCalls[0].Email)
+		assert.Equal(t, "user-3", ms.updateInfoCalls[1].UserID)
+		assert.Equal(t, "u3@example.com", ms.updateInfoCalls[1].Email)
+	})
+
+	t.Run("returns error when UpdateUserInfo fails", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{
+					{Id: "user-1", AccountID: "acc-1", Email: "", Name: ""},
+				}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+			updateUserInfoFunc: func(ctx context.Context, userID, email, name string) error {
+				return fmt.Errorf("db write error")
+			},
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{
+					"acc-1": {{ID: "user-1", Email: "u1@example.com", Name: "User 1"}},
+				}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.Error(t, err)
+		assert.Contains(t, err.Error(), "failed to update user info for user-1")
+	})
+
+	t.Run("stops on first UpdateUserInfo error", func(t *testing.T) {
+		callCount := 0
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{
+					{Id: "user-1", AccountID: "acc-1", Email: "", Name: ""},
+					{Id: "user-2", AccountID: "acc-1", Email: "", Name: ""},
+				}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+			updateUserInfoFunc: func(ctx context.Context, userID, email, name string) error {
+				callCount++
+				return fmt.Errorf("db write error")
+			},
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{
+					"acc-1": {
+						{ID: "user-1", Email: "u1@example.com", Name: "U1"},
+						{ID: "user-2", Email: "u2@example.com", Name: "U2"},
+					},
+				}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.Error(t, err)
+		assert.Equal(t, 1, callCount)
+	})
+
+	t.Run("dry run does not call UpdateUserInfo", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{
+					{Id: "user-1", AccountID: "acc-1", Email: "", Name: ""},
+					{Id: "user-2", AccountID: "acc-1", Email: "", Name: ""},
+				}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+			updateUserInfoFunc: func(ctx context.Context, userID, email, name string) error {
+				t.Fatal("UpdateUserInfo should not be called in dry-run mode")
+				return nil
+			},
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{
+					"acc-1": {
+						{ID: "user-1", Email: "u1@example.com", Name: "U1"},
+						{ID: "user-2", Email: "u2@example.com", Name: "U2"},
+					},
+				}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, true)
+		assert.NoError(t, err)
+		assert.Empty(t, ms.updateInfoCalls)
+	})
+
+	t.Run("skips user when IDP has empty email and name too", func(t *testing.T) {
+		ms := &testStore{
+			listUsersFunc: func(ctx context.Context) ([]*types.User, error) {
+				return []*types.User{
+					{Id: "user-1", AccountID: "acc-1", Email: "", Name: ""},
+				}, nil
+			},
+			updateUserIDFunc: noopUpdateID,
+		}
+		mockIDP := &idp.MockIDP{
+			GetAllAccountsFunc: func(ctx context.Context) (map[string][]*idp.UserData, error) {
+				return map[string][]*idp.UserData{
+					"acc-1": {{ID: "user-1", Email: "", Name: ""}},
+				}, nil
+			},
+		}
+
+		srv := &testServer{store: ms}
+		err := PopulateUserInfo(srv, mockIDP, false)
+		assert.NoError(t, err)
+		assert.Empty(t, ms.updateInfoCalls)
+	})
+}
+
+func TestSchemaError_String(t *testing.T) {
+	t.Run("missing table", func(t *testing.T) {
+		e := SchemaError{Table: "jobs"}
+		assert.Equal(t, `table "jobs" is missing`, e.String())
+	})
+
+	t.Run("missing column", func(t *testing.T) {
+		e := SchemaError{Table: "users", Column: "email"}
+		assert.Equal(t, `column "email" on table "users" is missing`, e.String())
+	})
+}
+
+func TestRequiredSchema(t *testing.T) {
+	// Verify RequiredSchema covers all the tables touched by UpdateUserID and UpdateUserInfo.
+	expectedTables := []string{
+		"users",
+		"personal_access_tokens",
+		"peers",
+		"accounts",
+		"user_invites",
+		"proxy_access_tokens",
+		"jobs",
+	}
+
+	schemaTableNames := make([]string, len(RequiredSchema))
+	for i, s := range RequiredSchema {
+		schemaTableNames[i] = s.Table
+	}
+
+	for _, expected := range expectedTables {
+		assert.Contains(t, schemaTableNames, expected, "RequiredSchema should include table %q", expected)
+	}
+}
+
+func TestCheckSchema_MockStore(t *testing.T) {
+	t.Run("returns nil when all schema exists", func(t *testing.T) {
+		ms := &testStore{
+			checkSchemaFunc: func(checks []SchemaCheck) []SchemaError {
+				return nil
+			},
+		}
+		errs := ms.CheckSchema(RequiredSchema)
+		assert.Empty(t, errs)
+	})
+
+	t.Run("returns errors for missing tables", func(t *testing.T) {
+		ms := &testStore{
+			checkSchemaFunc: func(checks []SchemaCheck) []SchemaError {
+				return []SchemaError{
+					{Table: "jobs"},
+					{Table: "proxy_access_tokens"},
+				}
+			},
+		}
+		errs := ms.CheckSchema(RequiredSchema)
+		require.Len(t, errs, 2)
+		assert.Equal(t, "jobs", errs[0].Table)
+		assert.Equal(t, "", errs[0].Column)
+		assert.Equal(t, "proxy_access_tokens", errs[1].Table)
+	})
+
+	t.Run("returns errors for missing columns", func(t *testing.T) {
+		ms := &testStore{
+			checkSchemaFunc: func(checks []SchemaCheck) []SchemaError {
+				return []SchemaError{
+					{Table: "users", Column: "email"},
+					{Table: "users", Column: "name"},
+				}
+			},
+		}
+		errs := ms.CheckSchema(RequiredSchema)
+		require.Len(t, errs, 2)
+		assert.Equal(t, "users", errs[0].Table)
+		assert.Equal(t, "email", errs[0].Column)
+	})
+}
--- a/management/server/idp/migration/store.go
+++ b/management/server/idp/migration/store.go
@@ -0,0 +1,82 @@
+package migration
+
+import (
+	"context"
+	"fmt"
+
+	"github.com/netbirdio/netbird/management/server/types"
+)
+
+// SchemaCheck represents a table and the columns required on it.
+type SchemaCheck struct {
+	Table   string
+	Columns []string
+}
+
+// RequiredSchema lists all tables and columns that the migration tool needs.
+// If any are missing, the user must upgrade their management server first so
+// that the automatic GORM migrations create them.
+var RequiredSchema = []SchemaCheck{
+	{Table: "users", Columns: []string{"id", "email", "name", "account_id"}},
+	{Table: "personal_access_tokens", Columns: []string{"user_id", "created_by"}},
+	{Table: "peers", Columns: []string{"user_id"}},
+	{Table: "accounts", Columns: []string{"created_by"}},
+	{Table: "user_invites", Columns: []string{"created_by"}},
+	{Table: "proxy_access_tokens", Columns: []string{"created_by"}},
+	{Table: "jobs", Columns: []string{"triggered_by"}},
+}
+
+// SchemaError describes a single missing table or column.
+type SchemaError struct {
+	Table  string
+	Column string // empty when the whole table is missing
+}
+
+func (e SchemaError) String() string {
+	if e.Column == "" {
+		return fmt.Sprintf("table %q is missing", e.Table)
+	}
+	return fmt.Sprintf("column %q on table %q is missing", e.Column, e.Table)
+}
+
+// Store defines the data store operations required for IdP user migration.
+// This interface is separate from the main store.Store interface because these methods
+// are only used during one-time migration and should be removed once migration tooling
+// is no longer needed.
+//
+// The SQL store implementations (SqlStore) already have these methods on their concrete
+// types, so they satisfy this interface via Go's structural typing with zero code changes.
+type Store interface {
+	// ListUsers returns all users across all accounts.
+	ListUsers(ctx context.Context) ([]*types.User, error)
+
+	// UpdateUserID atomically updates a user's ID and all foreign key references
+	// across the database (peers, groups, policies, PATs, etc.).
+	UpdateUserID(ctx context.Context, accountID, oldUserID, newUserID string) error
+
+	// UpdateUserInfo updates a user's email and name in the store.
+	UpdateUserInfo(ctx context.Context, userID, email, name string) error
+
+	// CheckSchema verifies that all tables and columns required by the migration
+	// exist in the database. Returns a list of problems; an empty slice means OK.
+	CheckSchema(checks []SchemaCheck) []SchemaError
+}
+
+// RequiredEventSchema lists all tables and columns that the migration tool needs
+// in the activity/event store.
+var RequiredEventSchema = []SchemaCheck{
+	{Table: "events", Columns: []string{"initiator_id", "target_id"}},
+	{Table: "deleted_users", Columns: []string{"id"}},
+}
+
+// EventStore defines the activity event store operations required for migration.
+// Like Store, this is a temporary interface for migration tooling only.
+type EventStore interface {
+	// CheckSchema verifies that all tables and columns required by the migration
+	// exist in the event database. Returns a list of problems; an empty slice means OK.
+	CheckSchema(checks []SchemaCheck) []SchemaError
+
+	// UpdateUserID updates all event references (initiator_id, target_id) and
+	// deleted_users records to use the new user ID format.
+	UpdateUserID(ctx context.Context, oldUserID, newUserID string) error
+}