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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
185 lines
8.1 KiB
Markdown
185 lines
8.1 KiB
Markdown
# Self-hosting Dorfteich
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Everything you need to install, run, update, and back up your own Dorfteich
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with Docker — this guide is the complete contract: if a step here does not
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work, that is a bug (issue #88).
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> Docs are English-only by decision (issue #88): the product UI is fully
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> localized (de/en), operator documentation is not — one authoritative text
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> beats two drifting ones.
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## Requirements
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- Docker Engine with the Compose plugin (`docker compose version` ≥ 2.20).
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- 2 GB RAM, ~2 GB disk for images plus room for your content and backups.
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- A domain pointing at the host — TLS via your own reverse proxy **or** the
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bundled `caddy` profile (below).
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- Outbound SMTP relay (optional at install time: the setup wizard can
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configure it later, or you skip mail entirely at first).
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## Install
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1. Create a directory and fetch the two reference files from the repository
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(`deploy/compose/`): `docker-compose.yml`, `.env.example` — plus
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`Caddyfile` if you want the `caddy` profile.
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```sh
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mkdir dorfteich && cd dorfteich
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# copy docker-compose.yml, .env.example (and Caddyfile) here
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cp .env.example .env && chmod 600 .env
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```
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2. Edit `.env` — the minimum:
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- `POSTGRES_PASSWORD`, `COLLAB_TOKEN_SECRET`: long random strings
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(`openssl rand -base64 32`).
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- `IMAGE_PREFIX=gitea.101010.cloud/stwaidele/dorfteich` and `TAG`:
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releases are semver tags (`v1.2.3`); until the first public release,
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`test` tracks the latest verified build.
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- `APP_BASE_URL=https://wiki.example.com` — must be exactly what
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browsers will use; e-mail links and the CSRF origin check derive
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from it.
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- Every other variable is documented inline in `.env.example` with its
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default and effect; nothing outside that file configures the stack.
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3. Start:
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```sh
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docker compose up -d # behind your own reverse proxy
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docker compose --profile caddy up -d # or with the bundled TLS ingress
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```
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- **Own proxy:** route `/*` → `127.0.0.1:$WEB_PORT`, `/api/*` →
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`$API_PORT`, `/collab*` → `$COLLAB_PORT` (**WebSocket upgrade
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required** on `/collab`).
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- **`caddy` profile:** set `DOMAIN=wiki.example.com` in `.env`; Caddy
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publishes 80/443 and obtains Let's Encrypt certificates automatically
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(both ports must be reachable from the internet). `DOMAIN=localhost`
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issues an internal-CA certificate — for smoke tests only.
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4. Open `https://your-domain/` — a fresh instance shows the **first-run
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setup wizard**.
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## First-run wizard
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Six steps, all in the browser (issue #80/#81): language → the Site-Admin
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account (created verified, you are signed in immediately) → instance name
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and default language → SMTP relay (**Save runs a live test** and sends a
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test mail to you; _Skip_ leaves mail unconfigured — sign-up verification
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will not work until an admin adds a relay) → registration mode
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(open/closed) → summary + finish. The wizard locks itself permanently on
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completion. Until it completes, the api answers everything but the wizard
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and health endpoints with `503 setup_required` — that is not an error.
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Unattended installs skip the wizard by pre-seeding: set the
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`SETUP_ADMIN_*` variables in `.env` before the first start (see
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`.env.example`).
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## Updating
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```sh
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# edit .env: TAG=v1.3.0
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docker compose pull && docker compose up -d
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```
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Database migrations run automatically at api start. Release notes flag
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releases with a `migration` label and any manual steps. **Downgrade
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window: one minor release** — `TAG` back + `pull` + `up -d` is supported
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one step back; further back, restore the backup taken before the update
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instead (the nightly sidecar gives you one at most 24 h old).
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## Backups & restore
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Enabled by default (ADR 0015): the `backup` sidecar dumps the database and
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archives the uploads/plugins volumes nightly at `BACKUP_TIME` onto the
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`backups` volume, prunes by `BACKUP_RETENTION_DAYS`, writes `status.json`,
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and — with `BACKUP_MAIL_TO` set — mails you on failure.
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- On-demand backup: `docker compose run --rm -e BACKUP_RUN_ONCE=1 backup`,
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or the **Back up now** button under _Admin → System_.
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- List sets: `docker compose exec backup ls /backups`
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- Restore: `./restore.sh <backup-id>` (fetch `deploy/backup/restore.sh`
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next to your compose file) — details in
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`docs/operations/restore-runbook.md`.
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### Off-host copies to a Nextcloud
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Get the backups off the host — a backup on the same disk protects against
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mistakes, not against losing the host. Any Nextcloud you can reach works
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as the target; configure it entirely in the admin UI (_Admin → System →
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Backups_):
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1. In Nextcloud, create an **app password** for the account that should
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hold the backups (Settings → Security → Devices & sessions).
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2. In Dorfteich, enable _Upload backups to Nextcloud_, enter the plain
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Nextcloud address (e.g. `https://cloud.example.com`), the username, the
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app password and a folder, and use **Test connection** — it verifies
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the credentials and creates the folder. The password is kept in the
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secret store on the `secrets` volume, never in the database.
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3. Pick the upload schedule (after every nightly backup, weekly, or manual
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only) and the retention for both sides. After each successful upload,
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old remote bundles beyond the retention are pruned — never the newest
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one.
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Each upload is ONE self-contained archive
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(`dorfteich-backup-<id>.tar.gz` = database dump + files archive +
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manifest) — everything needed to rebuild the instance after total loss.
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`readyz` warns (`backup_remote` check) when the off-host copy grows stale,
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and upload failures alert through the backup failure mail.
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**Restore from the admin UI:** _Admin → System → Backups → Restore_ lists
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local and Nextcloud sets. Restoring asks you to re-type the backup id,
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then the instance enters maintenance mode (everything answers 503 plus a
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status page), restores itself through the backup sidecar, and restarts.
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If the app itself is gone, use the operator path in
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`docs/operations/restore-runbook.md` instead — it documents fetching a
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bundle from Nextcloud by hand.
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## Public REST API
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Scripts and integrations can talk to the instance through a
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token-authenticated API at `/api/public/v1` — off by default, enabled per
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instance and per pond. Details, token walkthrough, and the OpenAPI
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document: [public-api.md](public-api.md).
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## Health & troubleshooting
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- `GET /api/v1/readyz` is the instance's own diagnosis. HTTP 503 =
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database/migrations broken (the instance cannot serve). HTTP 200 with
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`"status":"degraded"` = a warning-level check: `converter`/`renderer`
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down (import/export/PDF degrade, everything else works) or `backup`
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stale (last success older than 26 h). Each check carries a `detail`.
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Monitor set: `deploy/monitoring.md`.
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- Logs: `docker compose logs api` (or `web`, `collab`, `backup`, `db`) —
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structured JSON, rotated by Docker.
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- **Proxy pitfalls:** editor never connects / "offline" although the page
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loads → the proxy does not upgrade WebSockets on `/collab`. All
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mutations fail with 403 `csrf_origin_mismatch` → `APP_BASE_URL` does not
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match the URL in the browser (scheme and host must be identical).
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E-mail links point at the wrong host → same variable.
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- Wizard reappears after a restart → the database volume was not
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persisted; never run without the `db-data` volume.
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- `docker compose ps` shows `unhealthy` → that container's liveness check
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fails; a _degraded_ readyz alone never marks containers unhealthy and
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never restarts anything.
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## Building from source instead
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Clone the repository and build the images locally — the reference compose
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carries the build contexts already:
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```sh
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docker compose build && docker compose up -d
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```
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Same layout, same volumes; you trade the registry pull for a local
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toolchain (Node 22 build stages run inside Docker, nothing else needed).
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## Verified install
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The guide is verified by a scripted clean-machine run
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(`deploy/self-hosting-verify.sh`): fresh directory, reference compose +
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`.env.example` only, `--profile caddy` with an internal-CA certificate,
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asserting that the wizard answers over TLS. Run it yourself on any Docker
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host — it uses its own compose project name and high ports, then removes
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everything.
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