dorfteich/docs/self-hosting/README.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

# 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.
```sh
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:
```sh
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
```sh
# 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 release** — `TAG` 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.
## 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_mismatch``APP_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:
```sh
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.