Files
Project-SDE-WP-Suite/DEPLOYMENT.md
n.siegfried e3ef3b0023 Round-1 test feedback + smoke-test script
- API smoke test (server/smoketest.py): stdlib end-to-end check of health,
  projects, SOPs, WPs, the AWP issue gate (409 → 200), status, metrics,
  comments, and cascade delete. Referenced from DEPLOYMENT.md.

SOP config:
- Constraints: fix custom constraints never appearing — renderStandardConstraints
  no longer clobbers state.constraints; customs render in their own list with
  remove buttons; modal gains a free-text "Add" field.
- Sources: add column headers (Data Type / Location-Platform / URL / Notes);
  preset data types are now fixed labels, "Add Source" creates an editable
  custom row.
- Issuance strategy: add a tooltip + worked examples for each option.
- Remove the "Comment submitted" acknowledgement popup (home + suite); keep the
  commenter name between comments.

WP creator:
- Clearing the last open constraint now offers to mark the package Issued and
  scrolls to the status control.
- Form sections are collapsible (click a section heading to fold it).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-16 11:04:46 -07:00

9.2 KiB

Deployment

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.

The repo already contains everything needed to run it as a Docker stack: Dockerfile, docker-compose.yml, the nginx/ config, the front end in html/, and the API in server/. The detailed container reference (endpoints, password rotation, day-to-day commands) lives in server/README.md — this doc is the start-to-finish guide.

                         [ your TLS reverse proxy / traefik ]   ← HTTPS terminates here
                                        │  (external "proxy" network)
                                   ┌────▼────┐   internal network   ┌──────────┐   ┌────────────┐
   browser ───────────────────────│  nginx  │ ───── /api/ ───────> │   api    │ → │  postgres  │
                                   │ (html/) │                      │ FastAPI  │   │   (db)     │
                                   └─────────┘                      └──────────┘   └────────────┘

Everything runs inside your firewall; the app makes no outbound internet calls (logo and scripts are local).

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.


1. Prerequisites

  • 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):
    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.

2. Create the database credentials (.env)

Create a file named .env in the project root (same folder as docker-compose.yml). It is git-ignored and must never be committed.

# .env  — project root
POSTGRES_DB=wpsuite
POSTGRES_USER=wpsuite
POSTGRES_PASSWORD=<strong-random-password>

# Must match the POSTGRES_* values above. Host is the compose service name "db".
DATABASE_URL=postgresql+psycopg://wpsuite:<strong-random-password>@db:5432/wpsuite

Generate a strong password with openssl rand -base64 32.

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:

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

# 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:

docker compose exec db psql -U wpsuite -d wpsuite -c "select id, name from projects;"

Automated smoke test

server/smoketest.py exercises the whole stack end-to-end (health → project → SOP → Work Package → the AWP issue gate → status → metrics → comments → cascade cleanup). Stdlib only — no pip/jq.

# Through the proxy (use --insecure for a self-signed internal cert):
python3 server/smoketest.py https://wp-suite.company.local --insecure

# Or from inside the api container (hits FastAPI directly):
docker compose exec api python /app/server/smoketest.py http://localhost:8000

# Add --keep to leave a demo project in the DB so you can open it in the UI.

Exit code 0 and "ALL PASS" means the API, the Python logic, and SQL are all working. It cleans up after itself (the test project and its SOP/WPs are deleted via cascade); a single tagged test comment remains (there's no comment delete endpoint).


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)

Table Holds Key columns
projects top-level construction projects name, number, client, division, site, sample, data
sops project SOP baselines project_id → projects, name, number, complete, data (full SOP JSON)
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 JSON 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.


Updating after a change

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:

# 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 § 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).