dorfteich/docs/architecture/operations.md
Claude Fable 5 5cef359b8f
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Nextcloud backup target: admin-configured, manual + scheduled uploads, in-app restore (#103)
Off-host backups for every self-hoster, configured entirely in the admin
UI — supersedes the host-specific mirror plan behind #84.

shared:
- webdav.ts (new package entry like token-crypto): minimal WebDAV client
  with basic auth — PROPFIND (tolerant multistatus parser), MKCOL, PUT
  (streamed), GET, DELETE; Nextcloud DAV path derived from the plain
  server URL, explicit DAV bases pass through
- backup-status.ts: additive remote-upload status in status.json, the
  restore-status.json contract (running/succeeded/failed + staleness
  bound), the backup_command/backup_maintenance NOTIFY channels, and the
  one-bundle-per-set naming (dorfteich-backup-<id>.tar.gz)
- backup-set.ts moved here from apps/backup (api lists local sets)

backup sidecar:
- reads the backup.* instance settings directly from the database (admin
  changes apply next run; local retention row overrides the env) and the
  app password from the secret store
- after each successful set: bundle dump + files archive + manifest into
  ONE self-contained tar.gz, upload via WebDAV per schedule
  (off/daily/weekly; manual runs always upload), prune remote bundles —
  never the newest — and record the outcome in status.json; upload
  failures alert via a new backupUploadFailed mail (de+en)
- command listener on backup_command (run / restore) with a serial queue
  against the nightly timer
- restore orchestrator: restore-status.json → maintenance NOTIFY →
  grace → (remote: download + manifest-verify bundle) → terminate other
  DB connections → shared perform-restore path (same code as restore.sh)
  → final status + maintenance exit

api:
- MaintenanceGuard (global, registered before the setup gate): 503
  maintenance_mode while restore-status says running; health endpoints
  and the new public GET /backup/restore-status stay exempt; a stale
  running state (crashed sidecar) unblocks after 30 min
- MaintenanceStateService watches the file and restarts the api after a
  successful restore (fresh caches, migrate-on-start for older dumps);
  main.ts refuses to touch the database while a restore runs — a
  container restarting mid-restore must not race pg_restore with
  migrate deploy
- worker sweeps (conversion, mail outbox, scheduler) catch transient
  database failures instead of dying on an unhandled rejection — the
  restore's connection termination crashed the api in verification
- backup admin endpoints under /admin/system/backup: settings (live
  connection test before save, password write-only into the secret
  store), nextcloud/test, sets (local via the ro backups mount + remote
  via WebDAV), run + restore (type-to-confirm backstop, source
  validation) — commands travel as NOTIFY payloads; audit actions
  backup.settings_changed/run_triggered/restore_requested
- readyz: new warning-level backup_remote check while a target is
  configured (26 h daily / 170 h weekly bound)

collab:
- maintenance listener: on enter, persist + close every live session and
  refuse new connections until exit (failsafe timeout 30 min) — no
  in-memory document may write pre-restore content back afterwards

web:
- Admin → System backup section: status card with remote facts and a
  "Back up now" button, the Nextcloud settings form with test button,
  and the restore picker (local + remote sets, type-to-confirm)
- global maintenance screen: any 503 maintenance_mode flips the SPA to a
  status page polling the exempt endpoint, reloading when the instance
  returns

Verified end-to-end against a live stack (fresh DB, native api + sidecar,
fake WebDAV server): configure → test → manual backup → bundle upload →
readyz/sets/status surfaces → remote restore with maintenance gate,
marker rollback and api restart; suites: shared 21, backup 9, collab 11,
api 58 files green, lint + i18n:check + typecheck clean.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EwZ4jR4KFAPvpjWevfUGX1
2026-07-12 10:39:18 +02:00

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Markdown

# Operations concept
Pragmatic monitoring (kickoff decision): health checks, external uptime
monitoring, structured logs, backup alerting — no dedicated metrics stack.
## Health & monitoring
- **Health endpoints**: `api` exposes `/healthz` (liveness: process up) and
`/readyz` (readiness: DB reachable + migrations applied = hard failures
→ 503; converter/renderer reachability and backup freshness < 26 h are
warning-level overall `status: degraded`, still HTTP 200). `collab`
exposes `/healthz` (process + DB). `web` serves a static `/healthz`.
- **Docker healthchecks** use the liveness endpoints only never `readyz`
so a degraded instance is not restart-looped (`restart: unless-stopped`
restarts on process exit, an `unhealthy` mark just shows in
`docker compose ps`).
- **External uptime monitoring**: the operator's existing Uptime-Kuma runs
the monitor set defined in `deploy/monitoring.md` (web healthz, api
readyz for down, a keyword monitor on the readyz body for degraded, and
a collab WebSocket check), with notification on failure for Prod.
Test/Int get reduced monitors (no paging).
- **Backup alerting**: the backup sidecar writes
`backups/status.json` after every run; `readyz` reads it (issue #85) and
degrades when the last successful backup is older than 26 h, which
surfaces through Uptime-Kuma without extra tooling. Additionally the
sidecar sends a failure e-mail via the instance SMTP.
## Logging
- All services log **structured JSON to stdout** (pino); Docker's json-file
driver with rotation (`max-size: 10m`, `max-file: 5`).
- Log content rules: request logs with method/route/status/duration/user id
(no request bodies), auth events (login success/failure, permission
denials), admin actions (grants, plugin installs, quota changes) as an
**audit trail**, collab session open/close. Never log passwords, tokens,
session ids, or page content.
- **Persistent audit trail** (issue #86): the auth events and admin actions
additionally land as rows in `audit_log` via `AuditService` queryable in
the Site-Admin System panel (filter by actor/action/time, paginated).
Content activity (pages, files, exports, labels) stays log-only by design.
- Reading logs = `docker compose logs` / `docker logs` on the host; no
central log stack at this scale (revisit if a second Prod host appears).
## Backup & restore (operational view of ADR 0015)
- Nightly at 03:00 stage-local time (sidecar `backup`, issue #83; env
`BACKUP_TIME`/`TZ`): `pg_dump -Fc` uploads/plugins volume archive (one
tar, same backup id `YYYYMMDD-HHMMSS`) optional Nextcloud upload
(issue #103, see below) prune (`BACKUP_RETENTION_DAYS`, 30 default /
7 Test+Int; a Site-Admin setting overrides the env; the newest complete
set always survives) `status.json` on the `backups` volume on
failure a mail directly via the instance SMTP to `BACKUP_MAIL_TO`.
Mirror to BASEL is issue #84.
- **Off-host copies** (issue #103): with a Nextcloud target configured in
the admin UI (WebDAV base URL + username + folder in instance settings,
app password in the secret store), each successful set is bundled into
ONE `dorfteich-backup-<id>.tar.gz` (dump + files archive + manifest) and
uploaded per schedule (daily/weekly/manual); remote prune mirrors the
local guarantee. The api and the sidecar talk over pg NOTIFY/LISTEN
(`backup_command`); upload failures mail like run failures, staleness
shows up as the `backup_remote` readyz check.
- **On-demand run**: `docker compose run --rm -e BACKUP_RUN_ONCE=1 backup`
(exit code = outcome); list sets with `docker compose exec backup ls /backups`.
- **Restore runbook** (also the Prod-relocation procedure) automated by
`deploy/backup/restore.sh <backup-id>`, run from the stage directory:
1. stop the app services (`web`, `api`, `collab`; the db stays up),
2. restore DB: `pg_restore --clean --if-exists` into the `db` container,
3. restore volume: unpack the matching uploads/plugins archive,
4. `docker compose up -d`, verify `/readyz`, spot-check a page + a file.
- **Drills** (issue #87): monthly automated restore of the latest backup
set into a scratch environment via `.gitea/workflows/drill.yml`
`deploy/backup/drill.sh` (sanity checks + report on the pinned "Restore
drills" issue); manual procedure and relocation notes in
`docs/operations/restore-runbook.md`. Quarterly manual full-runbook
drill on Test.
- **Admin UI** (issue #103): Site Admin triggers on-demand backups
("Back up now") and restores a local or Nextcloud set in-app a
type-to-confirm prompt, then the sidecar orchestrates: maintenance mode
(global 503 with an exempt status endpoint), collab sessions closed via
the `backup_maintenance` NOTIFY channel, connections terminated,
`pg_restore` + volume extract, api restart. `restore.sh` remains the
disaster fallback when the app itself is gone.
## Maintenance jobs (in-app scheduler, `jobs` table)
| Job | Cadence | Purpose |
| --------------------- | ----------------------- | -------------------------------------------------- |
| trash purge | daily | delete pages/ponds past trash retention (ADR 0013) |
| version thinning | daily | auto-version retention policy (ADR 0013) |
| update-log compaction | hourly, idle pages only | bound Yjs log growth |
| quota reconciliation | nightly | recompute `pond_usage`, report drift |
| orphan file sweep | nightly | volume DB consistency (ADR 0011) |
| mail outbox retry | every minute | e-mail delivery with backoff |
Job outcomes are visible in the Site Admin UI (last run, status) that
panel is the operator's single glance for instance health.
## Update strategy
- **Own stages**: pipeline-driven (see `deployment.md`); Prod only via
approved release tags.
- **Self-hosters**: semver releases; `docker compose pull && up -d`;
migrations auto-apply; release notes flag manual steps and `migration`
label. Supported downgrade window: one minor release.
- **Base image / dependency hygiene**: monthly dependency-update story
(renovate-style batch PR); security advisories for pinned images tracked
in the release checklist.
## Capacity & limits (initial values, instance-tunable)
| Limit | Default |
| ------------------------------- | ------------------------------------------------ |
| max page document size | 5 MiB Yjs state |
| max upload size | 25 MiB (quota ladder, ADR 0011) |
| collab connections per instance | 500 concurrent |
| rate limits | login 10/min/IP, signup 5/h/IP, API 100/min/user |