docs/ is excluded from the code bundle and its scrub gate, because it goes to the GitHub wiki instead - via a generator that has no gate at all. So the one part of the repository written in prose, by people, about internal infrastructure, was the one part nothing checked. What was reaching a public wiki: the internal git server's URL and hostname, .gitea workflow paths, developer home directories in the GE-Enforce cutover reference, and a dev database root password inside a copy-pasteable command in the import guide. All replaced with neutral equivalents. tests/test_docs_publishable.py is now the gate, at the source, in CI - a wiki page cannot be un-published, so catching this after the fact is not good enough. PROJECT-REVIEW.md also referred to internal tooling by name throughout; those references are generalised. It remains an internal candid assessment of this project that is nonetheless published, which is worth a separate decision.
144 lines
4.5 KiB
Markdown
144 lines
4.5 KiB
Markdown
# Upgrading an existing site
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This is the procedure for moving a running shopdb-flask instance to a newer
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version. For a first-time install use [DEPLOY.md](DEPLOY.md) instead.
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Each site is single-tenant (ADR-004), so an upgrade touches only that site's
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own stack. Read the ADRs added since your last update (`docs/adr/`) and the
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`CHANGELOG.md` before starting; a breaking ADR may require coordinated work.
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## Step 0: Back up first
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Never upgrade without a fresh backup you have tested. Take a full database dump
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and copy the `instance/` directory. See [BACKUP-RESTORE.md](BACKUP-RESTORE.md).
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```bash
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# Docker:
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docker compose exec -T db mysqldump -u root -p"${MYSQL_ROOT_PASSWORD}" shopdb_flask | gzip > pre-upgrade-$(date +%F).sql.gz
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cp -a instance/ instance-backup-$(date +%F)/
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```
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## Step 1: Get the new code / image
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```bash
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git pull origin main
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```
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The application is distributed through the internal GE Aerospace git server; pull
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from there. There is no external image registry.
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## Step 2: Rebuild
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The Docker image builds the Vue frontend in-image, so a container rebuild picks
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up frontend changes automatically:
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```bash
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docker compose build api
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docker compose up -d api
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```
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Bare-metal / venv install: rebuild the frontend by hand and refresh Python
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dependencies:
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```bash
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source venv/bin/activate
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pip install -r requirements.txt
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cd frontend && npm ci && npm run build && cd ..
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```
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## Step 3: Apply migrations
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```bash
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# Docker:
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docker compose exec api flask db upgrade
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docker compose exec api flask plugin upgrade-all
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# venv:
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flask db upgrade
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flask plugin upgrade-all
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```
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`flask db upgrade` applies any new migrations in the core Alembic chain.
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`flask plugin upgrade-all` then applies any new per-plugin migrations (each
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bundled plugin owns its schema going forward - see ADR-008). Both are
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idempotent; running them when already at head is a no-op.
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## Step 4: Re-seed permissions and settings
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New versions may add RBAC permissions or default Settings keys. Both seeders are
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idempotent - they add anything missing and leave existing rows untouched, so
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your site's customized values are preserved.
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```bash
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# Docker:
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docker compose exec api flask seed permissions
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docker compose exec api flask seed settings
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# venv:
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flask seed permissions
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flask seed settings
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```
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## Step 5: Restart
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```bash
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docker compose restart api
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# venv: restart your process manager, e.g. pm2 restart shopdb-flask-api shopdb-flask-ui
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```
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Confirm the app is healthy (login page renders, `/api/auth/login` returns a
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`VALIDATION_ERROR` for an empty body rather than a 500).
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## Version-specific notes
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### Upgrading to v0.5.0 or later: bundled West Jefferson floor plan removed
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Versions before 0.5 shipped the West Jefferson facility floor-plan PNGs as the
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map default (`/static/images/sitemap2025-light.png` and `-dark.png`). v0.5+
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removes those bundled PNGs and ships a generic placeholder SVG instead.
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If your instance's `map_blueprint_light` / `map_blueprint_dark` Settings still
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point at `/static/images/sitemap2025-*`, the map will 404 those images after the
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upgrade. Re-upload your own floor plan in **Settings > Floor Map**. Uploaded floor
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plans are stored under `instance/` and survive upgrades, so a site that already
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uploaded its own plan is unaffected. Only instances still using the old bundled
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default need to act.
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To check what your instance points at:
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```bash
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docker compose exec -T api flask shell <<'PY'
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from shopdb.core.models.setting import Setting
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print(Setting.query.filter(Setting.key.like('map_blueprint%')).all())
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PY
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```
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## Windows sites (installer-built)
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Run a newer installer `.exe` over the existing install. That is the whole
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procedure - none of the manual steps above apply.
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It backs the database up first and verifies the dump, applies the core and plugin
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migrations, restores from that backup if a migration fails, and refuses to
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install an older build over a newer one. Your `.env`, your data and your
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`web.config` are kept.
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Before the first upgrade, confirm `mysqldump` is available
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(`.\shopdb-admin.ps1 check`). Without it the pre-upgrade backup is skipped, which
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is the one you would want if a migration went wrong.
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Afterwards:
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```powershell
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.\shopdb-admin.ps1 status
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.\shopdb-admin.ps1 verify
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```
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See [OPERATE-WINDOWS.md](OPERATE-WINDOWS.md).
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## See also
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- [BACKUP-RESTORE.md](BACKUP-RESTORE.md) - what to back up and how to restore
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- [INSTALL-WINDOWS.md](INSTALL-WINDOWS.md) - Windows Server install
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- [CONFIG.md](CONFIG.md) - environment variables and Setting keys
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- [DEPLOY.md](DEPLOY.md) - first-time deploy runbook
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- `CHANGELOG.md` - what changed in each release
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