Rewrite DEPLOYMENT.md for the SQL-backed Docker deployment

Replaces the stale non-Docker/systemd guide with an admin-facing, start-to-
finish guide for the actual stack (nginx serving html/, FastAPI api, Postgres
db). Covers prerequisites (external proxy network), the root .env credentials,
reverse-proxy wiring, bring-up, and verification. Adds the current data model
(projects + project_id/parent_id/issued_at columns), the full endpoint list, a
"what's stored in SQL today vs Phase 2" table, backups, and the schema-migration
caveat (create_all adds tables, not columns). Points to server/README.md for the
deep container reference.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-06-16 09:27:38 -07:00
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# Deployment # Deployment
The Work Package Suite has two parts: Audience: the IT admin standing this up inside the firewall. This covers the
**SQL-backed deployment** — NGINX serving the static front end and a Python API
backed by **PostgreSQL**.
- a **static front end** (plain HTML/CSS/JS — no build step), and The repo already contains everything needed to run it as a Docker stack:
- a **Python API** (FastAPI) backed by **PostgreSQL**, which stores the project `Dockerfile`, `docker-compose.yml`, the `nginx/` config, the front end in
SOPs, Work Packages, and comments so they are shared across users instead of `html/`, and the API in `server/`. The detailed container reference (endpoints,
living in each person's browser. password rotation, day-to-day commands) lives in
[`server/README.md`](server/README.md) — this doc is the start-to-finish guide.
``` ```
browser → NGINX ──serves──> static site (index.html, …) [ your TLS reverse proxy / traefik ] ← HTTPS terminates here
└─proxy /api/─> Python API (uvicorn/gunicorn :8000) → PostgreSQL │ (external "proxy" network)
┌────▼────┐ internal network ┌──────────┐ ┌────────────┐
browser ───────────────────────│ nginx │ ───── /api/ ───────> │ api │ → │ postgres │
│ (html/) │ │ FastAPI │ │ (db) │
└─────────┘ └──────────┘ └────────────┘
``` ```
Everything runs inside your firewall; the app makes **no outbound internet Everything runs inside your firewall; the app makes **no outbound internet
calls** (the logo and scripts are local and the old Google-Fonts dependency was calls** (logo and scripts are local).
removed).
## 1. Front end (NGINX) > **Architecture note:** all static files live under **`html/`** and are *baked
> into the nginx image* at build time (not bind-mounted). So after any front-end
> change you rebuild the `webserver` image (see *Updating* below). The API image
> is built from the root `Dockerfile`.
Copy the project files to a web root and serve them over HTTPS. The provided ---
[`nginx-wp-suite.conf`](nginx-wp-suite.conf) serves the static files and proxies
`/api/` to the Python API. Set `server_name`, the `ssl_certificate` paths, and
`root`, then `sudo nginx -t && sudo systemctl reload nginx`.
Serving over real HTTP(S) (not `file://`) also makes the embedded Work Package ## 1. Prerequisites
Creator (`<iframe>`) and any browser-side caching behave reliably.
## 2. API + database - A Linux host with **Docker** and **Docker Compose v2** (`docker compose …`).
- An external Docker network named `proxy` that your TLS-terminating reverse
proxy also sits on (the compose file marks it `external: true`):
```bash
docker network create proxy
```
If you don't run a separate reverse proxy, you can instead publish the nginx
container's port 80 directly (see the note in step 4) and terminate TLS there.
- The repository checked out on the host.
Full setup — PostgreSQL, the systemd service, and the endpoint reference — is in ## 2. Create the database credentials (`.env`)
[`server/README.md`](server/README.md). In short:
1. Create the `wpsuite` Postgres database/user. Create a file named `.env` in the **project root** (same folder as
2. `pip install -r server/requirements.txt` into a venv. `docker-compose.yml`). It is git-ignored and must never be committed.
3. Set `DATABASE_URL` and run the API as a systemd service on `127.0.0.1:8000`.
4. Tables are created automatically on first start.
Interactive API docs are at `/api/docs` once it's running. ```bash
# .env — project root
POSTGRES_DB=wpsuite
POSTGRES_USER=wpsuite
POSTGRES_PASSWORD=<strong-random-password>
## 3. Comments / feedback # Must match the POSTGRES_* values above. Host is the compose service name "db".
DATABASE_URL=postgresql+psycopg://wpsuite:<strong-random-password>@db:5432/wpsuite
Every feedback surface (home *Leave Feedback*, SOP *Step Comments*, WP *Comments*)
posts to `/api/feedback`, which the API stores in the `comments` table. The
**Export / Import** buttons remain as an offline fallback — a reviewer can export
a JSON file and someone can import/merge it — but with the API running, comments
are collected centrally with no manual steps.
> The earlier Power Automate route is **no longer needed** — comments go straight
> to Postgres. If you still want a Power App view, point a Power App at the
> Postgres `comments` table via the on-prem data gateway, or have a flow read the
> table; no change to this app is required.
### Comment payload shape
```json
{
"app": "Work Package Suite",
"page": "/work-package-suite.html",
"submittedAt": "2026-06-15T18:20:00.000Z",
"type": "sop_step_comment",
"name": "J. Park",
"text": "Consider adding a fiber WP type",
"step": 4
}
``` ```
`type` is one of `home_feedback`, `sop_step_comment`, or `wp_review_comment`. The Generate a strong password with `openssl rand -base64 32`.
API maps `name`/`author` → the comment author and keeps any extra fields in the
row's `extra` JSON column. These are the only credentials in the system: the `db` container initialises
Postgres from `POSTGRES_*`, and the `api` container connects with the matching
`DATABASE_URL`. Neither value appears in the compose file or in git.
## 3. Point your reverse proxy at the nginx container
The nginx container listens on port **80** on the `proxy` network and expects
TLS to be terminated upstream (by your reverse proxy / traefik). Route your
chosen hostname (e.g. `wp-suite.company.local`) to the `nginx_webserver`
container on that network. The container already proxies `/api/` to the `api`
service internally — no extra app config needed.
## 4. Bring it up
From the project root:
```bash
docker compose up -d --build # builds the api + nginx images, starts all three containers
docker compose ps # confirm nginx_webserver, wp_api, wp_db are running/healthy
docker compose logs -f api # watch the API start (Ctrl-C to stop following)
```
The database schema is **created automatically** on first API start — no manual
`CREATE TABLE`. The Postgres data lives in the named volume `pgdata` and
survives `docker compose down` (only `down -v` deletes it).
> No separate reverse proxy? Publish nginx directly by adding a `ports:` mapping
> to the `webserver` service (e.g. `"8080:80"`) and terminate TLS at whatever
> sits in front of it. The internal `api`/`db` containers should **never** be
> published.
## 5. Verify
```bash
# API liveness (from the host, through the proxy hostname)
curl https://wp-suite.company.local/api/health # → {"ok": true}
# Interactive API docs
# https://wp-suite.company.local/api/docs
```
Then load the site in a browser: the home page should prompt to **select or
create a project**. Create one, complete an SOP, and confirm a row appears:
```bash
docker compose exec db psql -U wpsuite -d wpsuite -c "select id, name from projects;"
```
---
## What is stored in SQL today
Be aware of the current persistence split — the API + Postgres are fully
deployed, and:
| Data | Stored in PostgreSQL today? |
|------|------------------------------|
| **Projects** | **Yes** — the front end is API-first (`/api/projects`), falling back to the browser only if the API is unreachable. |
| **Comments / feedback** | **Yes** — every feedback surface posts to `/api/feedback`. |
| **SOPs** | Endpoints exist (`/api/sops`); the front end still keeps the SOP in the browser (namespaced per project). Wiring it to the API is the remaining **Phase 2** step. |
| **Work Packages** | Same — `/api/wps` (+ issue/status/metrics) exist and are ready; the creator still saves to the browser per project. |
So a fresh deployment gives you **shared, server-stored projects and comments
immediately**. Moving SOPs and Work Packages off the browser and onto the API
(so they're shared across users too) is a front-end change only — the database
and endpoints are already in place.
## Data model (PostgreSQL) ## Data model (PostgreSQL)
| Table | Holds | Key columns | | Table | Holds | Key columns |
|-------|-------|-------------| |-------|-------|-------------|
| `sops` | project SOP baselines | `name`, `number`, `complete`, `data` (full SOP JSON) | | `projects` | top-level construction projects | `name`, `number`, `client`, `division`, `site`, `sample`, `data` |
| `work_packages` | individual IWPs | `sop_id`, `number`, `subject`, `type`, `status`, `data` (full WP JSON) | | `sops` | project SOP baselines | `project_id` → projects, `name`, `number`, `complete`, `data` (full SOP JSON) |
| `comments` | feedback from any page | `source`, `sop_id`, `wp_id`, `step`, `author`, `text` | | `work_packages` | individual IWPs | `project_id` → projects, `sop_id` → sops, `parent_id` (split instances), `number`, `subject`, `type`, `status`, `issued_at`, `data` (full WP JSON) |
| `comments` | feedback from any page | `source`, `sop_id`, `wp_id`, `step`, `author`, `text`, `extra` |
The complete client document is stored verbatim in each row's `data` column; The complete client document is stored verbatim in each row's `data` JSON
frequently-listed fields are promoted to real columns for filtering. column; frequently-listed fields are promoted to real columns for filtering.
### Endpoints (summary)
Projects `GET/POST /api/projects`, `GET/DELETE /api/projects/{id}` ·
SOPs `GET/POST /api/sops`, `GET /api/sops/latest`, `GET/DELETE /api/sops/{id}` ·
Work Packages `GET/POST /api/wps`, `GET/DELETE /api/wps/{id}`,
`POST /api/wps/{id}/issue`, `POST /api/wps/{id}/status`, `GET /api/wps/metrics` ·
Comments `POST /api/comments` (and `/api/feedback`), `GET /api/comments`.
List/latest/metrics accept a `project_id` (and `sop_id`) filter. Full reference
and request shapes: `/api/docs` and [`server/README.md`](server/README.md).
---
## Updating after a change
```bash
git pull
docker compose up -d --build webserver # front-end change (html/) — rebuild the baked image
docker compose up -d --build api # backend change (server/)
```
## Backups & retention
The whole dataset is in the `pgdata` volume — back it up on a schedule:
```bash
# Backup (run from project root)
docker compose exec -T db pg_dump -U wpsuite wpsuite > backup-$(date +%F).sql
# Restore
docker compose exec -T db psql -U wpsuite -d wpsuite < backup-YYYY-MM-DD.sql
```
## Schema migrations (important)
Tables are auto-created on API startup (`Base.metadata.create_all`). This
creates **missing tables**, but it does **not** alter existing ones. The
multi-project work added the `projects` table and new columns
(`sops.project_id`, `work_packages.project_id` / `parent_id` / `issued_at`):
- On a **fresh** database these appear automatically — nothing to do.
- On a database that **already has data** from an older schema, add the new
columns with a migration (introduce **Alembic**) or apply them manually with
`ALTER TABLE` before deploying — don't rely on `create_all` for column changes.
## Local trial without Postgres
For a quick local look, the API falls back to a SQLite file when `DATABASE_URL`
is unset (`sqlite:///./wpsuite.db`) — see [`server/README.md`](server/README.md)
§ *Local dev*. The front end alone can also be served statically from `html/`
(it falls back to browser storage when the API isn't reachable).