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shopdb-flask/docs/UPGRADE.md
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Multi-site distribution readiness: settings-driven site config, security closeout, release engineering, v0.5.0
Make the app distributable to other GE Aerospace sites (one self-hosted
instance per site, ADR-004). GE values remain the shipped defaults; every
site-specific behavior is now a Setting an admin can change in the UI.

Settings-driven site config:
- Branding: site/QR/badge logos, favicon, primary color (upload endpoints
  mirror the map-blueprint pattern; new Settings > Branding section).
- ServiceNow: search/incident/change URL templates ({ticket}), ticket
  prefixes, enable toggle. Defaults point at the current
  geaerospaceqa.service-now.com global search. Disabled = plain-text tickets.
- Employee-id regex (employeeid_pattern), printer hostname template,
  QR label targets (qr_target_printer / qr_target_usb, blank = asset page,
  else URL template with placeholders), usb_label_style (barcode|qr).
- West Jefferson floor-plan PNGs removed from the tree; generic placeholder
  ships as the map default and sites upload their own blueprint.

Security closeout:
- dashboarddefaults writes now require admin.
- Collector: generic error messages (no str(exc) leak); API key accepted
  via X-API-Key header only (BREAKING: querystring api_key removed).
- IP-based login rate limiting (AUTH_RATELIMIT_* knobs) atop account lockout.
- Setting.set() creation race fixed (IntegrityError retry).

Release engineering and docs:
- __version__ 0.5.0 (distinct from __contract_version__, ADR-007),
  CHANGELOG.md, Gitea Actions CI config, frontend version aligned.
- One wizard-first install story across README/DEPLOY; new CONFIG.md,
  UPGRADE.md, BACKUP-RESTORE.md; CLAUDE.md and ROADMAP de-staled.
- Dockerfile multi-stage build now bundles the frontend; compose binds
  MySQL to 127.0.0.1; stale database/schema.sql and one-off SQL removed.

Debt and fixes:
- .query.get() -> db.session.get() sweep; datetime.utcnow() removed
  (naive-UTC via timezone-aware now); users.py on authz decorators.
- Fixed 4 stale tests (slides feed shape, shopfloor splitperemployee,
  plugin contract purity) and the USB label page field mapping (both usb
  modes emit the cmmc shape: device_id/device_desc).
- Health endpoint reports the real version.

248 tests pass; naming/style check green; frontend builds; fresh-DB
flask db upgrade + seeds verified; QR targets verified by decoding
rendered codes.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-10 15:02:07 -04:00

3.5 KiB

Upgrading an existing site

This is the procedure for moving a running shopdb-flask instance to a newer version. For a first-time install use DEPLOY.md instead.

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. Take a full database dump and copy the instance/ directory. See BACKUP-RESTORE.md.

# Docker:
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 / image

git pull origin main

The application is distributed through the internal GE Aerospace Gitea; pull from there. There is no external image registry.

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 ..

Step 3: Apply migrations

# Docker:
docker compose exec api flask db upgrade
# venv:
flask db upgrade

flask db upgrade applies any new migrations in the core Alembic chain. It is idempotent; running it when already at head is a no-op.

Step 4: Re-seed permissions and settings

New versions may add RBAC permissions or default Settings keys. Both seeders are idempotent - they add anything missing and leave existing rows untouched, so your site's customized values are preserved.

# Docker:
docker compose exec api flask seed permissions
docker compose exec api flask seed settings
# venv:
flask seed permissions
flask seed settings

Step 5: Restart

docker compose restart api
# venv: restart your process manager, e.g. pm2 restart shopdb-flask-api shopdb-flask-ui

Confirm the app is healthy (login page renders, /api/auth/login returns a VALIDATION_ERROR for an empty body rather than a 500).

Version-specific notes

Upgrading to v0.5.0 or later: bundled West Jefferson floor plan removed

Versions before 0.5 shipped the West Jefferson facility floor-plan PNGs as the map default (/static/images/sitemap2025-light.png and -dark.png). v0.5+ removes those bundled PNGs and ships a generic placeholder SVG instead.

If your instance's map_blueprint_light / map_blueprint_dark Settings still point at /static/images/sitemap2025-*, the map will 404 those images after the upgrade. Re-upload your own floor plan in Settings > Map. Uploaded floor plans are stored under instance/ and survive upgrades, so a site that already uploaded its own plan is unaffected. Only instances still using the old bundled default need to act.

To check what your instance points at:

docker compose exec api flask shell -c "from shopdb.core.models.setting import Setting; print(Setting.query.filter(Setting.key.like('map_blueprint%')).all())"

See also

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