dorfteich/docs/self-hosting
Claude Fable 5 0c85293830
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Public REST API v1: personal access tokens, instance switch + per-pond opt-in (#104)
Token-authenticated machine access at /api/public/v1 — the foundation for
the built-in MCP endpoint (#105).

Personal access tokens:
- api_tokens table (SHA-256 hash, scope read|write, optional pond
  restriction, expiry, revocation, throttled last-used) + migration;
  secrets are dt_pat_<random>, shown exactly once
- lifecycle endpoints under /users/me/api-tokens (session-only — a leaked
  token can never mint more tokens) with audit entries
  api.token_created/api.token_revoked
- settings UI section (create with scope/expiry/pond restriction,
  one-time reveal with copy, list with status + revoke), de+en

Activation (404 semantics per #60 on both levels):
- instance setting api.enabled (default off, admin settings switch)
- pond setting apiEnabled (default off, pond settings toggle; the
  PondsService settings-merge learned the key — the #92 lesson)

Surface (/api/public/v1, excluded from the SPA's global prefix):
- me, ponds, pages (list/read as Markdown+HTML, create from Markdown via
  the shared pipeline, PATCH title/content, DELETE to trash), search
  (permission-filtered + narrowed to exposed ponds, highlights as **…**),
  markdown ZIP export, labels (tree, create/rename/recolour/move/delete,
  assign/unassign), comments (threads, create, resolve/reopen)
- content replacement travels the collab-owned document path: the new
  state lands as a MANUAL version "API update", then the established
  restore NOTIFY applies it — open editors converge, history stays
  append-only, no second lineage (VersionsService.replaceContent)
- hand-maintained OpenAPI 3.1 document at /openapi.json, pinned to the
  controller by a route-coverage test in both directions

Enforcement:
- PublicApiGuard: instance switch → bearer PAT auth (request.user is the
  token's user) → per-token rate limit (429 + Retry-After) → scope
  (403 scope_required) → pond opt-in + token restriction
- the shared PermissionGuard then applies the unchanged permission model;
  PageParamSource gained pondSlugParam for the slug+slug routes
- no cookies anywhere → no CSRF surface (pinned by a hostile-Origin test)
- every write audit-logged as api.write with the token attributed

Tests/verification:
- 12-test e2e pack: lifecycle, switches, permission matrix
  (reader/editor/outsider × scopes), restriction, page roundtrip incl.
  restore-NOTIFY assertion, labels, comments incl. policy, search
  narrowing, ZIP export, rate limit; full api suite 60/60 green
  (quota fixture via per-user override — never the instance default)
- new collab-pack test proves an open editor converges onto an API
  content replacement (green against a local seeded stack)
- UI smoke against the built SPA: token create/reveal/revoke, pond
  opt-in persists, admin switch persists (10/10)
- docs/self-hosting/public-api.md + README link

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EwZ4jR4KFAPvpjWevfUGX1
2026-07-12 11:17:03 +02:00
..
legal-template.md Add instance legal pages with public rendering and footer links (#82) 2026-07-11 16:40:04 +02:00
public-api.md Public REST API v1: personal access tokens, instance switch + per-pond opt-in (#104) 2026-07-12 11:17:03 +02:00
README.md Public REST API v1: personal access tokens, instance switch + per-pond opt-in (#104) 2026-07-12 11:17:03 +02:00

Self-hosting Dorfteich

Everything you need to install, run, update, and back up your own Dorfteich with Docker — this guide is the complete contract: if a step here does not work, that is a bug (issue #88).

Docs are English-only by decision (issue #88): the product UI is fully localized (de/en), operator documentation is not — one authoritative text beats two drifting ones.

Requirements

  • Docker Engine with the Compose plugin (docker compose version ≥ 2.20).
  • 2 GB RAM, ~2 GB disk for images plus room for your content and backups.
  • A domain pointing at the host — TLS via your own reverse proxy or the bundled caddy profile (below).
  • Outbound SMTP relay (optional at install time: the setup wizard can configure it later, or you skip mail entirely at first).

Install

  1. Create a directory and fetch the two reference files from the repository (deploy/compose/): docker-compose.yml, .env.example — plus Caddyfile if you want the caddy profile.

    mkdir dorfteich && cd dorfteich
    # copy docker-compose.yml, .env.example (and Caddyfile) here
    cp .env.example .env && chmod 600 .env
    
  2. Edit .env — the minimum:

    • POSTGRES_PASSWORD, COLLAB_TOKEN_SECRET: long random strings (openssl rand -base64 32).
    • IMAGE_PREFIX=gitea.101010.cloud/stwaidele/dorfteich and TAG: releases are semver tags (v1.2.3); until the first public release, test tracks the latest verified build.
    • APP_BASE_URL=https://wiki.example.com — must be exactly what browsers will use; e-mail links and the CSRF origin check derive from it.
    • Every other variable is documented inline in .env.example with its default and effect; nothing outside that file configures the stack.
  3. Start:

    docker compose up -d              # behind your own reverse proxy
    docker compose --profile caddy up -d   # or with the bundled TLS ingress
    
    • Own proxy: route /*127.0.0.1:$WEB_PORT, /api/*$API_PORT, /collab*$COLLAB_PORT (WebSocket upgrade required on /collab).
    • caddy profile: set DOMAIN=wiki.example.com in .env; Caddy publishes 80/443 and obtains Let's Encrypt certificates automatically (both ports must be reachable from the internet). DOMAIN=localhost issues an internal-CA certificate — for smoke tests only.
  4. Open https://your-domain/ — a fresh instance shows the first-run setup wizard.

First-run wizard

Six steps, all in the browser (issue #80/#81): language → the Site-Admin account (created verified, you are signed in immediately) → instance name and default language → SMTP relay (Save runs a live test and sends a test mail to you; Skip leaves mail unconfigured — sign-up verification will not work until an admin adds a relay) → registration mode (open/closed) → summary + finish. The wizard locks itself permanently on completion. Until it completes, the api answers everything but the wizard and health endpoints with 503 setup_required — that is not an error.

Unattended installs skip the wizard by pre-seeding: set the SETUP_ADMIN_* variables in .env before the first start (see .env.example).

Updating

# edit .env: TAG=v1.3.0
docker compose pull && docker compose up -d

Database migrations run automatically at api start. Release notes flag releases with a migration label and any manual steps. Downgrade window: one minor releaseTAG back + pull + up -d is supported one step back; further back, restore the backup taken before the update instead (the nightly sidecar gives you one at most 24 h old).

Backups & restore

Enabled by default (ADR 0015): the backup sidecar dumps the database and archives the uploads/plugins volumes nightly at BACKUP_TIME onto the backups volume, prunes by BACKUP_RETENTION_DAYS, writes status.json, and — with BACKUP_MAIL_TO set — mails you on failure.

  • On-demand backup: docker compose run --rm -e BACKUP_RUN_ONCE=1 backup, or the Back up now button under Admin → System.
  • List sets: docker compose exec backup ls /backups
  • Restore: ./restore.sh <backup-id> (fetch deploy/backup/restore.sh next to your compose file) — details in docs/operations/restore-runbook.md.

Off-host copies to a Nextcloud

Get the backups off the host — a backup on the same disk protects against mistakes, not against losing the host. Any Nextcloud you can reach works as the target; configure it entirely in the admin UI (Admin → System → Backups):

  1. In Nextcloud, create an app password for the account that should hold the backups (Settings → Security → Devices & sessions).
  2. In Dorfteich, enable Upload backups to Nextcloud, enter the plain Nextcloud address (e.g. https://cloud.example.com), the username, the app password and a folder, and use Test connection — it verifies the credentials and creates the folder. The password is kept in the secret store on the secrets volume, never in the database.
  3. Pick the upload schedule (after every nightly backup, weekly, or manual only) and the retention for both sides. After each successful upload, old remote bundles beyond the retention are pruned — never the newest one.

Each upload is ONE self-contained archive (dorfteich-backup-<id>.tar.gz = database dump + files archive + manifest) — everything needed to rebuild the instance after total loss. readyz warns (backup_remote check) when the off-host copy grows stale, and upload failures alert through the backup failure mail.

Restore from the admin UI: Admin → System → Backups → Restore lists local and Nextcloud sets. Restoring asks you to re-type the backup id, then the instance enters maintenance mode (everything answers 503 plus a status page), restores itself through the backup sidecar, and restarts. If the app itself is gone, use the operator path in docs/operations/restore-runbook.md instead — it documents fetching a bundle from Nextcloud by hand.

Public REST API

Scripts and integrations can talk to the instance through a token-authenticated API at /api/public/v1 — off by default, enabled per instance and per pond. Details, token walkthrough, and the OpenAPI document: public-api.md.

Health & troubleshooting

  • GET /api/v1/readyz is the instance's own diagnosis. HTTP 503 = database/migrations broken (the instance cannot serve). HTTP 200 with "status":"degraded" = a warning-level check: converter/renderer down (import/export/PDF degrade, everything else works) or backup stale (last success older than 26 h). Each check carries a detail. Monitor set: deploy/monitoring.md.
  • Logs: docker compose logs api (or web, collab, backup, db) — structured JSON, rotated by Docker.
  • Proxy pitfalls: editor never connects / "offline" although the page loads → the proxy does not upgrade WebSockets on /collab. All mutations fail with 403 csrf_origin_mismatchAPP_BASE_URL does not match the URL in the browser (scheme and host must be identical). E-mail links point at the wrong host → same variable.
  • Wizard reappears after a restart → the database volume was not persisted; never run without the db-data volume.
  • docker compose ps shows unhealthy → that container's liveness check fails; a degraded readyz alone never marks containers unhealthy and never restarts anything.

Building from source instead

Clone the repository and build the images locally — the reference compose carries the build contexts already:

docker compose build && docker compose up -d

Same layout, same volumes; you trade the registry pull for a local toolchain (Node 22 build stages run inside Docker, nothing else needed).

Verified install

The guide is verified by a scripted clean-machine run (deploy/self-hosting-verify.sh): fresh directory, reference compose + .env.example only, --profile caddy with an internal-CA certificate, asserting that the wizard answers over TLS. Run it yourself on any Docker host — it uses its own compose project name and high ports, then removes everything.