Files
shopdb-flask/docs/DEPLOY.md
cproudlock 22e623c1f6 Plugin framework maturation, reports overhaul, theming, and USB frontend repair
Framework:
- Per-plugin Alembic migration chains (ADR-008): every bundled plugin
  carries its own chain with a stamp-only anchor at the ownership cutover;
  new plugin schema lands in plugins/<name>/migrations/, never the core
  chain. Deploys add flask plugin upgrade-all. Fixed a latent bug in the
  shared alembic template (engine URL resolution) and taught the metadata
  filter to include FK-referenced core tables.
- Frontend plugin route gating (ADR-009): plugin routes carry meta.plugin;
  a disabled plugin's pages redirect to the dashboard via a cached,
  fail-open check against the new public GET /api/plugins/enabled.
- get_reports() plugin hook (contract 0.5.0 -> 0.6.0): plugins contribute
  report cards; warranty and toner cards moved off the hardcoded list.

Reports:
- Hub grouped by category with search; inline reports render at the top,
  are URL-backed (?report=id, back-button and deep links work), expose
  their server-side filter params as controls, and export CSV. Warranty
  and Toner pages gained CSV export.
- Deleted the dead legacy Warranty Status report (always-zero buckets
  from a retired column).

Theming and fonts:
- Inter (variable) bundled locally via @fontsource, replacing the Google
  Fonts Roboto import - air-gapped installs now render correctly; tables
  use tabular numerals.
- Optional brand_primary_dark_color, brand_accent_color,
  brand_sidebar_color settings applied to CSS vars at bootstrap.

USB frontend repair (views were reading a dead legacy shape):
- List/detail/form and the employee profile USB panels remapped to the
  real API shape (device_id/device_desc/checkinoutlog); employee panels
  now use /usb/checkouts endpoints; external-mode /usb/checkouts/active
  honors the badge filter; dead client methods pruned.

Also: warranties list page no longer requires login (matches app
convention); collector doc rewritten with a GE-Enforce integration guide
and paste-ready PowerShell reporter; ADR index and CHANGELOG updated.

Verified: 323 tests pass, naming/style green, frontend builds, plugin
migration dry-run green on scratch MySQL.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-11 10:01:47 -04:00

215 lines
9.8 KiB
Markdown

# Per-Site Deployment Runbook
shopdb-flask is single-tenant per ADR-004. Each adopting facility runs its own stack: own DB, own users, own enabled plugins, own secrets. This document is the runbook for a fresh site deploy.
## Prerequisites
- Docker 24+ and Docker Compose v2 (or equivalent container runtime)
- A reverse proxy with TLS termination (nginx, traefik, Caddy, GE corporate LB) -- the framework does not terminate TLS itself
- A MySQL backup destination (offsite recommended)
- Access to the GE Aerospace Gitea or a clone of the repo
## Step 1: Clone and configure
```bash
git clone https://gitea.proudtech.net/ge-aerospace/shopdb-flask.git
cd shopdb-flask
cp .env.example .env
```
Edit `.env`:
| Variable | Required | Notes |
|----------|----------|-------|
| `FLASK_ENV` | Yes | `production` for live sites |
| `SECRET_KEY` | Yes | `python -c "import secrets; print(secrets.token_urlsafe(64))"` |
| `JWT_SECRET_KEY` | Yes | Same generation, different value |
| `DATABASE_URL` | Yes | `mysql+pymysql://shopdb:PASSWORD@db:3306/shopdb_flask` (matches docker-compose) |
| `CORS_ORIGINS` | Yes | Comma-separated explicit origins. Wildcard rejected. |
| `MYSQL_ROOT_PASSWORD` | Yes | Container only |
| `MYSQL_PASSWORD` | Yes | Container only, must match `DATABASE_URL` password |
| `MYSQL_PORT` | No | Default 3306 |
| `API_PORT` | No | Default 5001 |
| `LOG_LEVEL` | No | Default INFO |
| `ZABBIX_URL`, `ZABBIX_TOKEN` | No | Only if printers plugin uses Zabbix |
| `COLLECTOR_API_KEY` | No | Shared key for `/api/collector/*` ingest. Required only if unattended collectors push data. Endpoint fails closed (denies) when unset. |
| `COLLECTOR_API_KEY_<PLUGIN>` | No | Per-plugin override (e.g. `COLLECTOR_API_KEY_COMPUTERS`), checked before the shared key (ADR-006) |
| `EMPLOYEE_DB_HOST/USER/PASSWORD/NAME` | No | Read-only HR directory for notifications + kiosks. No safe default for the password. |
## Step 2: Bring up the stack
```bash
docker compose build
docker compose up -d
```
The Docker image builds the Vue frontend in a first stage and copies the
compiled SPA into the API image, so `docker compose build` produces a
self-contained image with the UI already built. No separate Node step is
needed for a container deploy. (For a bare-metal/venv install instead, build
the frontend by hand: `cd frontend && npm ci && npm run build`, which writes
`frontend/dist/` for Flask to serve.)
The MySQL container initializes its volume on first run. The API container waits for `db` to be healthy via `healthcheck`. Check logs:
```bash
docker compose logs -f api
```
If `ProductionConfig.validate()` raises, the container exits with the offending env-var named in the log. Fix `.env` and `docker compose up -d` again.
## Step 3: Initialize the database schema
```bash
docker compose exec api flask db upgrade
docker compose exec api flask plugin upgrade-all
```
`flask db upgrade` applies the core Alembic chain: the baseline migration plus
every later migration, which together create all core AND bundled-plugin tables
through the chain head. `flask plugin upgrade-all` then stamps each bundled
plugin's own migration chain (the `alembic_version_<plugin>` tables) and applies
any plugin-specific migrations added after the ownership cutover. Both commands
are idempotent, so re-running them is safe. See ADR-008 for why plugin schema
splits into per-plugin chains from the cutover forward.
**Charset:** the schema is utf8mb4 (`utf8mb4_unicode_ci`). The docker-compose `db` service sets `--character-set-server=utf8mb4`, so the auto-created `shopdb_flask` database is utf8mb4. If you point at an external MySQL instead of the bundled container, create the database as utf8mb4 first, or it inherits the server default (often latin1) and the schema silently drifts:
```sql
CREATE DATABASE shopdb_flask CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;
```
`DATABASE_URL` must keep `?charset=utf8mb4` so the connection matches. On MySQL older than 5.7 also enable `innodb_large_prefix=ON` + `innodb_file_format=Barracuda`, or the utf8mb4 indexes exceed the 767-byte prefix limit (error 1071). MySQL 5.7+ and 8.0 need no extra config.
## Step 4: Seed permissions, settings, and reference data
Run all three seeders. They are idempotent, so re-running them on an existing
database is safe (it adds anything missing and leaves existing rows alone).
```bash
docker compose exec api flask seed permissions
docker compose exec api flask seed settings
docker compose exec api flask seed reference-data
```
- `seed permissions` - creates the RBAC permission rows and the default roles
the app checks with `@require_permission`. Run this before anyone logs in or
permission checks have nothing to match.
- `seed settings` - writes the default Setting rows (branding, ServiceNow
integration, floor-map placeholders, search toggles, site identity). A site
overrides these later in Settings or the setup wizard.
- `seed reference-data` - creates default `Vendor`, `Location`, `BusinessUnit`,
`OperatingSystem`, `AssetStatus`, `RelationshipType` rows seeded with the
platform contract values (`partof`, `controls`, `connectedto`).
## Step 5: Pick plugins to enable
The image bundles ten plugins (computers, employees, equipment, knowledgebase, network, notifications, printers, slides, usb, warranty). Only enabled plugins are loaded.
```bash
docker compose exec api flask plugin list
docker compose exec api flask plugin install computers
docker compose exec api flask plugin install equipment
# ... repeat for each plugin the site tracks
```
To install a sister-site or third-party plugin (per ADR-003), drop its directory into `<repo>/plugins/<name>/` (the docker-compose mounts this read-only into the container) and run `flask plugin install <name>`.
## Step 6: Create the first admin (setup wizard)
The primary path is the first-run setup wizard. Once the stack is up and the DB
is seeded, browse to the site (through the reverse proxy configured in Step 7,
or directly at the API port during bring-up) and go to `/setup`. The wizard
creates the first admin account and captures site identity (facility name,
optional logo). It runs only while `setup_complete` is false; after it finishes
the route redirects to the app.
Headless alternative (no browser, e.g. automated provisioning):
```bash
docker compose exec api flask seed admin --username admin --email admin@facility.example.com
# Password is generated and printed once. Store in your password manager.
```
Subsequent users are managed through the UI.
## Step 7: Front the API with TLS
The Flask container listens on `5001/tcp` over plain HTTP. Production exposure must go through a reverse proxy that terminates TLS:
```nginx
server {
listen 443 ssl;
server_name shopdb.facility-a.example.com;
ssl_certificate /etc/ssl/certs/shopdb.crt;
ssl_certificate_key /etc/ssl/private/shopdb.key;
location / {
proxy_pass http://localhost:5001;
proxy_set_header Host $host;
proxy_set_header X-Real-IP $remote_addr;
proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
proxy_set_header X-Forwarded-Proto $scheme;
}
}
```
The framework reads `X-Forwarded-For` for audit logging.
## Step 8: Backups
Per-site MySQL backups are the site's responsibility. Recommended: nightly `mysqldump` to offsite storage with 14-day retention.
```bash
docker compose exec -T db mysqldump -u root -p"${MYSQL_ROOT_PASSWORD}" shopdb_flask | gzip > backup-$(date +%F).sql.gz
```
Verify a restore quarterly. Back up the `instance/` directory alongside the DB;
it holds uploaded floor plans, branding, `plugins.json`, and tokens that are not
in MySQL. See [docs/BACKUP-RESTORE.md](BACKUP-RESTORE.md) for the full backup and
restore procedure.
## Step 9: Updates
```bash
git pull origin main
docker compose build api
docker compose up -d api
docker compose exec api flask db upgrade
```
The framework's `__contract_version__` may have moved. Check `docs/adr/` for any new ADRs since the last update. If an ADR introduces a breaking change, the upgrade may require coordinated work; the ADR's "Consequences" section documents it. See [docs/UPGRADE.md](UPGRADE.md) for the full upgrade procedure, including re-seeding and the v0.5+ floor-plan note.
## Common issues
| Symptom | Cause | Fix |
|---------|-------|-----|
| `ConfigError: SECRET_KEY is required in production` | `.env` missing or blank | Set `SECRET_KEY` in `.env`, re-up |
| `ConfigError: CORS_ORIGINS must be a comma-separated allowlist` | `.env` has `*` | Set explicit origins |
| `PluginVersionError: requires core_version X but framework is Y` | Plugin pinned a too-narrow range | Update `manifest.json` `core_version` or pin framework version |
| 500s after `flask db upgrade` | Migration ran but app cached old schema | `docker compose restart api` |
| Cannot reach API after restart | Reverse proxy not pointing at the container's exposed port | Confirm `API_PORT` and proxy config |
## Health check
```bash
curl -s -X POST -H "Content-Type: application/json" \
-d '{}' http://localhost:5001/api/auth/login \
| jq .
# Expect: {"status": "error", "data": {"error": {"code": "VALIDATION_ERROR", ...}}}
```
If this returns a 500 or no JSON, the container is unhealthy. Check `docker compose logs api`.
## References
- [docs/adr/ADR-004-deployment-topology.md](adr/ADR-004-deployment-topology.md) - per-site instances rationale
- [docs/adr/ADR-003-plugin-distribution.md](adr/ADR-003-plugin-distribution.md) - bundled vs external plugins
- [docs/adr/ADR-006-collector-contract.md](adr/ADR-006-collector-contract.md) - per-plugin collector endpoints
- [docs/PLUGIN-QUICKSTART.md](PLUGIN-QUICKSTART.md) - building a custom plugin for your site
- [docs/CONFIG.md](CONFIG.md) - every environment variable and every Setting key
- [docs/UPGRADE.md](UPGRADE.md) - upgrade procedure for an existing site
- [docs/BACKUP-RESTORE.md](BACKUP-RESTORE.md) - backup and restore procedure
- [shopdb/config.py](../shopdb/config.py) - all the env-vars in one place