Audited all 40 docs/ against the live codebase; fixed factual staleness in 23, 14 were clean. Highlights (all verified against code): - equipment -> machines (ADR-011 rename) in INSTALL/DEPLOY-WINDOWS-IIS, PLUGIN-GUIDE, GE-ENFORCE, ROADMAP. - Versions refreshed: contract 0.10.0 -> 0.13.0, product 0.5.0 -> 0.7.0, plus plugin example core_version pins. - Bundled set corrected to the current 13 (PLUGINS.md 7 -> 13 rows; DEPLOY eleven -> thirteen). - Per-plugin Alembic chain workflow (ADR-008) replacing stale core-chain steps in PLUGIN-QUICKSTART / BACKUP-RESTORE; deploy adds plugin upgrade-all. - Frontend plugin staging (ADR-010) replacing 'no frontend plugin system yet' in PLUGIN-GUIDE; view/route paths repointed to plugins/<name>/frontend/. - Corrected file paths (MapView.vue, manifest_schema.json), CLI (shelf-list), API gating (GET /api/plugins is optional-jwt), WJF 15 -> 16 stages, and retired Collector/PC-Types settings pages (ADR-012). - ge-enforce proposal marked ACCEPTED/built.
150 lines
4.8 KiB
Markdown
150 lines
4.8 KiB
Markdown
# Backup and Restore
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Each site owns its own data (single-tenant, ADR-004), so backups are the site's
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responsibility. A complete backup is two parts:
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1. **The MySQL database** - all asset, user, audit, and settings data.
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2. **The `instance/` directory** - uploaded floor plans, branding assets,
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`plugins.json` (the enabled-plugin list), and any tokens or files the app
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writes to disk. These are NOT in the database, so a DB-only backup loses
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them. Back up `instance/` alongside every database dump.
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Restoring the database without the matching `instance/` directory leaves the
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app pointing at floor plans and logos that no longer exist.
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## What to back up
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| Item | Location | Why |
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|------|----------|-----|
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| Database | MySQL `shopdb_flask` | All application data. |
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| `instance/branding/` | repo `instance/` dir | Uploaded logos and favicon. |
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| `instance/modelimages/` | repo `instance/` dir | Uploaded vendor-model photos. |
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| `instance/employeephotos/` | repo `instance/` dir | Uploaded self-hosted employee photos (external mode serves photos from the HR database instead). |
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| `instance/` floor plans | repo `instance/` dir | Uploaded map blueprints. |
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| `instance/plugins.json` | repo `instance/` dir | Which plugins this site enabled. |
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| `.env` | repo root (offline, secured) | Secrets needed to bring the stack back up. Store separately from the data backup, in a secrets manager. |
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## Backup
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### Database (Docker)
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```bash
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docker compose exec -T db mysqldump \
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-u root -p"${MYSQL_ROOT_PASSWORD}" \
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--single-transaction --routines --triggers \
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shopdb_flask | gzip > shopdb-$(date +%F).sql.gz
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```
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`--single-transaction` gives a consistent dump without locking the tables (InnoDB).
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### Database (external MySQL, no container)
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```bash
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mysqldump -h <host> -u <user> -p \
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--single-transaction --routines --triggers \
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shopdb_flask | gzip > shopdb-$(date +%F).sql.gz
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```
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### instance directory
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```bash
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tar czf instance-$(date +%F).tar.gz instance/
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```
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Recommended cadence: nightly database dump to offsite storage, 14-day
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retention; `instance/` captured on the same schedule (and always right before an
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upgrade). Verify a restore quarterly.
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## Restore
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Restoring replaces the current database contents. Do it into a known-empty or a
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throwaway target first if you are unsure.
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### Step 1: Bring up the stack (or a fresh one)
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```bash
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cp .env.example .env # or restore your saved .env
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# ensure MYSQL_* and DATABASE_URL match the dump's database name (shopdb_flask)
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docker compose up -d db
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```
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Wait for the `db` container to report healthy (`docker compose ps`).
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### Step 2: Load the database dump
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```bash
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gunzip -c shopdb-2026-07-10.sql.gz | \
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docker compose exec -T db mysql -u root -p"${MYSQL_ROOT_PASSWORD}" shopdb_flask
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```
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For an external MySQL:
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```bash
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gunzip -c shopdb-2026-07-10.sql.gz | mysql -h <host> -u <user> -p shopdb_flask
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```
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If the target database does not exist yet, create it as utf8mb4 first (matching
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the schema charset):
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```sql
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CREATE DATABASE shopdb_flask CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;
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```
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### Step 3: Restore the instance directory
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```bash
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tar xzf instance-2026-07-10.tar.gz # restores ./instance/
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```
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The default `docker-compose.yml` does NOT bind-mount `instance/` into the api
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container (its only volume is `- ./plugins:/app/plugins:ro`, and the image never
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copies `instance/`), so the container's Flask instance path is an empty
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`/app/instance` and a restored host `./instance` is invisible to it. To make the
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restored `instance/` visible, add a bind mount to the api service before starting
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it:
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```yaml
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api:
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volumes:
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- ./plugins:/app/plugins:ro
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- ./instance:/app/instance
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```
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Make sure `./instance` is present on the host before starting `api`.
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### Step 4: Bring up the API and reconcile migrations
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```bash
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docker compose up -d api
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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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```
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For a non-docker deploy:
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```bash
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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` is a safety net: if the dump predates the current code, this
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applies only the core Alembic chain. `flask plugin upgrade-all` then applies any
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newer per-plugin migrations (each bundled plugin owns its own chain, ADR-008);
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without it, plugin-owned tables stay un-migrated. If the dump is at the same
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version both are no-ops.
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### Step 5: Verify
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- Log in with a known account.
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- Confirm the floor map renders (branding and map blueprints resolve from
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`instance/`).
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- Spot-check a few asset records and the audit log.
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- `curl -s -X POST -H "Content-Type: application/json" -d '{}' http://localhost:5001/api/auth/login | jq .`
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should return a `VALIDATION_ERROR`, not a 500.
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## See also
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- [DEPLOY.md](DEPLOY.md) - first-time deploy
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- [UPGRADE.md](UPGRADE.md) - upgrade procedure (back up first)
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- [CONFIG.md](CONFIG.md) - environment variables and Setting keys
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