Files
shopdb-flask/docs/UPGRADE.md
cproudlock 534f179ee6 Make main the lean product a site receives
main was 16 days and 259 commits behind the line the product is actually built
on, at contract 0.30.0 against 0.35.0, with no per-PC credential code at all. It
was neither current nor curated - just stale. This brings it forward and, at the
same time, makes it mean something: main is what a receiving site installs, and
nothing else.

WHAT IT CARRIES. Twelve plugins - backups, computers, endpoints, guides,
knowledgebase, machines, network, notifications, printers, slides, tools,
warranty - plus applications, which is manifest-less core and always ships. The
only manifest dependency inside that set is endpoints on computers, and both are
in it, so the closure is self-contained.

WHAT IT DOES NOT. employees, geenforce, measuringtools, printedparts and usb
stay on the site line. So do the Windows installer tree, the VM rehearsal
helpers, the agent tooling config, one site's data loader, the internal audit
and findings records, and the planner spreadsheet. 1,135 tracked files against
1,438.

A REMOVAL THAT BREAKS THE APP IS NOT A REMOVAL, and two nearly shipped:

deploy/site-profile-universal.json still named all seventeen plugins. It is the
file docs/DEPLOY.md tells a site to provision from, so a fresh install would
have failed at `flask plugin apply-profile` with PluginError - the first thing a
receiving site does, broken by the branch meant to serve them. It now names the
twelve that exist, and its comment says the two must agree.

agent/ was never refreshed. Whoever populated this branch copied shopdb/,
plugins/, frontend/ and tests/ from the site line and left the agent tree at its
September state: 22 C# and PowerShell sources missing, including AgentCredentials,
EnrollmentService, AgentHttpFactory and the fleet-alert client, plus one file the
site line had deleted still present. The old tree is internally consistent, so it
compiles, and nothing in CI builds it - every gate was green over a server that
speaks enrollment and per-PC credentials to a bundled agent source that cannot.
Resynced whole.

DECISIONS THIS ENCODES, rather than defers:

- The plugin-authoring lab builds printedparts, whose manifest depends on
  employees, so it could not stay. The lab remains on the site line and main
  ships no build-along tutorial. That is a real loss for an adopting developer
  and is recorded here rather than discovered later.
- Recognition, Training and Recertification notifications are no longer seeded.
  Each splits one notification into a card per employee and renders a photo,
  which needs a plugin this branch does not bundle. Seeding them would offer an
  author a type that cannot resolve anybody. A site that installs employees gets
  them from that plugin's own seed.
- Windows/IIS is documented as the legacy path throughout, and the README leads
  with Docker, because that is what a receiving site gets.

The API description is regenerated for THIS branch - 347 paths and 483
operations, down from 415 and 573 - so the published contract describes what is
here rather than what the site line serves. docs/CONFIG.md lost the two
measuring-tool label keys the code no longer declares, which two lanes had
decided opposite ways.

Suite: 3124 passed, 6 skipped. Naming and style gates pass. The docs gates run
rather than skip, and every index line count is derived from the file it names.
2026-09-19 11:24:40 -04:00

5.8 KiB

Upgrading an existing site

Topology: Docker, or a bare-metal venv install. An air-gapped Docker site upgrades by loading a newer image tarball - DEPLOY-AIRGAP, not this page. Where this sits: install -> operate -> upgrade. Back: DEPLOY, which is also the page for a first-time install.

Each site is single-tenant (ADR-004), so an upgrade touches only that site's own stack. Read the ADRs added since your last update (docs/adr/) and the CHANGELOG.md before starting; a breaking ADR may require coordinated work.

Step 0: Back up first

Never upgrade without a fresh backup you have tested: a full database dump and a copy of instance/. BACKUP-RESTORE is the procedure.

docker compose exec -T db mysqldump -u root -p"${MYSQL_ROOT_PASSWORD}" shopdb_flask | gzip > pre-upgrade-$(date +%F).sql.gz
cp -a instance/ instance-backup-$(date +%F)/

Step 1: Get the new code

git pull <your-remote> <your-branch>

The application is distributed as source, and a production site builds its own image from that checkout. Sites do not pull a published image: CI publishes channel images to a container registry for dev and pilot workstations only (docker-compose.pull.yml, .github/workflows/publish-images.yml).

Step 2: Rebuild

The Docker image builds the Vue frontend in-image, so a container rebuild picks up frontend changes automatically:

docker compose build api
docker compose up -d api

Bare-metal / venv install: rebuild the frontend by hand and refresh Python dependencies:

source venv/bin/activate
pip install -r requirements.txt
cd frontend && npm ci && npm run build && cd ..

up -d api REPLACES the container, so everything the site has written must be in the instance_data volume. If your stack predates that volume, do the one-time rescue in DEPLOY before this step, not after.

Step 3: Migrate and re-seed

Under compose this is automatic. docker compose up -d api will not start api until the migrate service has run db upgrade, the plugin bootstrap, plugin upgrade-all and the three seeders and exited 0. Watch it:

docker compose logs migrate     # the last line is the error, if there was one

A venv install has no migrate service and runs them itself:

flask db upgrade
flask plugin upgrade-all
flask seed permissions
flask seed settings
flask seed reference-data

All of them are idempotent, so running them at head or on an already-seeded database is a no-op; the seeders add anything a new version introduced and leave your site's customized values alone. plugin upgrade-all is the one people skip - each plugin owns its own Alembic chain (ADR-008), and missing it surfaces days later as a 1054 "Unknown column" on the page that uses the new field. DEPLOY explains what each command covers.

Step 4: Restart and confirm

docker compose restart api
# venv: restart your process manager, e.g. pm2 restart shopdb-flask-api shopdb-flask-ui
docker compose exec api flask db current   # must match `flask db heads`

Then log in: the page renders, and /api/auth/login returns a VALIDATION_ERROR for an empty body rather than a 500.

Version-specific notes

Upgrading to v0.11.0: the floor map became buildings and levels

Nothing to do, and nothing moves on screen - the ordinary Step 3 migration handles it. 7d33_buildings_and_levels creates one building ("Main") and one default level ("Ground floor") carrying the blueprint paths and dimensions from your map_* settings, then assigns every already-placed asset and location to that level. Unplaced things stay unplaced. The old settings rows are deliberately left in place, so a downgrade still finds the blueprint.

Two things to know afterwards:

  • A second floor or building is a Settings task, not a migration: add it under Settings > Buildings and levels, upload its blueprint, then move the markers that belong on it. POST /api/mappositions/transform moves a whole level's markers onto a redrawn plan from landmark pairs, dry run by default.
  • Replacing a blueprint with one of DIFFERENT dimensions moves every marker on that level, because the coordinates are pixels of the old size. Upload it, then recalibrate with landmarks rather than editing the level's width and height by hand. The API refuses to adopt a new size on a level that already has markers, for this reason.

If you wrote a plugin that stores map positions, see CONTRACT-STABILITY.md: the contract is 0.20.0 and a position must now carry its levelid.

Upgrading from before v0.5.0: the bundled floor plan was removed

Only affects an instance whose map_blueprint_light / map_blueprint_dark Settings still point at /static/images/sitemap2025-*. Those bundled PNGs are gone from v0.5 on, so the map 404s them after the upgrade. Re-upload your own plan in Settings > Floor Map. Uploaded plans live under instance/ and survive upgrades, so a site that already uploaded one is unaffected.

docker compose exec -T api flask shell <<'PY'
from shopdb.core.models.setting import Setting
print(Setting.query.filter(Setting.key.like('map_blueprint%')).all())
PY

See also

  • BACKUP-RESTORE - what to back up and how to restore
  • CONFIG - environment variables and Setting keys
  • DEPLOY - first-time deploy runbook
  • CHANGELOG.md - what changed in each release