diff --git a/.planning/phases/06-deployment-scale/CONTEXT.md b/.planning/phases/06-deployment-scale/CONTEXT.md
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+# Phase 6: Deployment & Scale — Context & Strategic Overview
+
+**Phase Goal**: Production-ready multi-site deployment with automated setup, scale testing, and operational runbooks.
+
+**Duration**: 1 month
+
+**Target Version**: v2.0 stable
+
+---
+
+## Phase Overview
+
+Phase 6 bridges the gap between fully-featured code (Phases 4.1 + 5) and production deployment at scale. After Phase 5 delivers search, exports, and quick quantity adjustment, the system needs:
+
+1. **Containerization** — Reliable Docker/Compose setup for rapid multi-site rollout
+2. **Automation** — Single-command deployment (environment agnostic)
+3. **Scale validation** — Prove system handles 10K items + 5 concurrent users without degradation
+4. **Performance tuning** — Identify and fix bottlenecks revealed by load testing
+5. **Operational readiness** — Backup/restore, disaster recovery, runbook documentation
+
+---
+
+## Key Decisions Made During Planning
+
+### 1. Docker Strategy
+- **Existing**: docker-compose.yml and Dockerfiles already in place (backend/, proxy/)
+- **Gap**: Automated deployment scripts, environment templates, CI/CD hooks
+- **Plan 1 Focus**: Enhance existing Dockerfiles → production-grade, add health checks, optimize layers
+- **Multi-site**: Single docker-compose.yml template with `.env` overrides per site
+
+### 2. Deployment Automation
+- **Target**: `./deploy.sh` (single entry point) — no manual steps
+- **Scope**: Config validation, DB initialization, certificate generation, health checks
+- **Fallback**: Documented manual steps for troubleshooting
+- **Testing**: Pre-flight checks (port availability, storage, permissions)
+
+### 3. Scale Testing Approach
+- **Load Profile**: 10K items + 5 concurrent users (realistic field scenario)
+- **Tools**: Locust (Python) for backend load testing, Playwright for frontend workflow
+- **Metrics**: Response time <2s for search/scan, CPU/memory usage, sync reliability
+- **Plan 2 Focus**: Load testing infrastructure + performance baseline + optimization recommendations
+
+### 4. Backup/Restore Philosophy
+- **Data**: SQLite DB + config files + certificate state
+- **Versioning**: Backup includes timestamp + version number for easy rollback
+- **Testing**: Automated restore test on each backup cycle
+- **Plan 3 Focus**: Backup automation script, restore validation, documented RTO/RPO
+
+### 5. Operational Documentation
+- **Audience**: Ops teams deploying to new sites; minimal Docker/Python knowledge required
+- **Format**: Runbook style (step-by-step checklists)
+- **Coverage**: Deployment, scaling, troubleshooting, health monitoring, upgrade path
+
+---
+
+## Upstream Dependencies
+
+### Phase 5 Completion Required
+- ✓ Quick Quantity Adjustment feature (UI + API)
+- ✓ Search & Filtering feature (modal + backend)
+- ✓ Export/Reports feature (CSV/Excel + admin UI)
+- ✓ All tests passing (Vitest + Pytest)
+- ✓ No critical bugs in dev branch
+
+### Existing Infrastructure
+- ✓ docker-compose.yml (3 services: backend, frontend, proxy)
+- ✓ Backend Dockerfile (Python 3.12 + FastAPI)
+- ✓ Frontend Dockerfile (Node.js + Next.js)
+- ✓ Caddy proxy with HTTPS (self-signed certs)
+- ✓ Environment file system (inventory.env)
+
+---
+
+## Technical Approach
+
+### Plan 1: Docker & Deployment Automation (Week 1-2)
+- Refine Dockerfiles (health checks, logging, layer optimization)
+- Create deployment automation script (`deploy.sh`)
+- Environment template with validation
+- Pre-flight checks + error handling
+- Docker Compose enhancements (healthchecks, volumes, networking)
+
+### Plan 2: Scale Testing & Performance (Week 2-3)
+- Load testing framework (Locust)
+- Database seeding (10K items with realistic categories)
+- Concurrent user simulation (5 users, multiple workflows)
+- Metrics collection (response time, CPU, memory)
+- Bottleneck identification + optimization PR recommendations
+- Health check automation
+
+### Plan 3: Backup/Restore & Runbook (Week 3-4)
+- Backup automation script (daily/weekly cycles)
+- Restore validation + testing
+- Runbook documentation (deployment, scaling, troubleshooting)
+- Disaster recovery procedures
+- Health monitoring guidelines
+
+---
+
+## Success Criteria
+
+### Deployment Automation
+- [ ] `./deploy.sh` deploys full stack in <5 minutes
+- [ ] Automatic DB initialization on first run
+- [ ] Health checks confirm all services running
+- [ ] Env validation prevents misconfiguration
+- [ ] Works on clean Ubuntu 22.04+ LTS system
+
+### Scale Testing
+- [ ] Load test with 10K items + 5 concurrent users completes
+- [ ] Response times stable: search <500ms, scan <1s, sync <2s
+- [ ] CPU usage <70%, memory <2GB during load
+- [ ] Sync reliability 99%+ (no dropped transactions)
+- [ ] Baseline metrics documented for future comparisons
+
+### Backup/Restore
+- [ ] Backup script creates timestamped archives
+- [ ] Restore fully recovers system state (DB + config)
+- [ ] Zero data loss on restore test
+- [ ] RTO <10 minutes, RPO 1 day (configurable)
+
+### Documentation
+- [ ] Deployment runbook (step-by-step, no domain knowledge required)
+- [ ] Scaling guide (adding more users, larger DB)
+- [ ] Troubleshooting guide (common issues + solutions)
+- [ ] Health monitoring checklist
+
+---
+
+## Testing Strategy
+
+### Automated Testing
+- Pre-deployment validation (docker build, env checks)
+- Health check validation (all services respond)
+- Scale testing suite (Locust + Playwright)
+- Backup/restore automated tests
+
+### Manual Testing
+- First-time deployment on fresh VM
+- Multi-site deployment (verify isolation)
+- Failover testing (service restart, data integrity)
+
+### Success Metrics
+- All automated tests pass
+- Manual deployment completes without human intervention
+- Scale test shows <2s latency at 5 concurrent users
+- Backup/restore cycle succeeds with zero data loss
+
+---
+
+## Blockers & Workarounds
+
+### Known Constraints
+1. **SQLite single-writer limitation** — No true concurrent writes; acceptable for 5 users
+   - Workaround: WAL mode enabled, connection pooling limits contention
+2. **Certificate persistence** — Caddy certs need stable volume mount
+   - Workaround: Use persistent named volumes for `/data/caddy_*`
+3. **Environment variability** — Different orgs may have different network configs
+   - Workaround: Pre-flight checks validate critical assumptions (ports, storage)
+
+### Potential Issues
+- Docker daemon availability (some restricted environments)
+- HTTPS certificate warnings on first-time access
+- Network isolation (VPN/Tailscale may affect CORS detection)
+
+---
+
+## Execution Checklist
+
+- [ ] Phase 5 complete + all tests passing
+- [ ] Create Phase 6 directory structure
+- [ ] Write 3 PLAN.md files (Deployment, Scale Testing, Backup/Runbook)
+- [ ] Execute Plan 1: Docker + deploy.sh
+- [ ] Execute Plan 2: Load testing + performance baseline
+- [ ] Execute Plan 3: Backup/restore + runbook
+- [ ] Integration testing (full deployment cycle)
+- [ ] Documentation review
+- [ ] Commit all changes with `feat(6): phase 6 planning complete...`
+- [ ] Tag v2.0-rc1 for release candidate validation
+
+---
+
+**Last Updated**: 2026-04-22 (Planning Phase)
diff --git a/.planning/phases/06-deployment-scale/PLAN-01-DOCKER-DEPLOYMENT.md b/.planning/phases/06-deployment-scale/PLAN-01-DOCKER-DEPLOYMENT.md
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+# Phase 6, Plan 1: Docker Containerization & Deployment Automation
+
+---
+
+**plan**: 06-deployment-scale/01-docker-deployment  
+**feature**: Docker containerization, automated deployment, environment automation  
+**status**: Ready for execution  
+**estimated_tasks**: 6  
+**total_lines**: ~450 (Dockerfile updates ~200, deploy.sh ~180, compose enhancements ~70)
+
+---
+
+## Overview
+
+This plan hardens the existing Docker setup and creates a single-command deployment script. The system already has Dockerfiles and docker-compose.yml; this plan:
+
+1. **Enhances Dockerfiles** — Add health checks, optimize layers, improve logging
+2. **Creates deploy.sh** — Automated deployment with validation, initialization, health checks
+3. **Environment automation** — Template generation, pre-flight validation
+4. **Docker Compose improvements** — Health checks, volume management, dependency ordering
+5. **Documentation** — Quick start guide for operators
+
+**Success**: `./deploy.sh` deploys full stack on fresh Ubuntu 22.04+ in <5 minutes with zero manual steps.
+
+---
+
+## Tasks
+
+### Task 1: Enhance Backend Dockerfile
+**File**: `backend/Dockerfile`  
+**Status**: Ready  
+**Description**: Add health checks, optimize build layers, improve production readiness
+
+**Changes**:
+- Add `HEALTHCHECK` instruction (GET /health endpoint)
+- Optimize RUN commands (reduce layers)
+- Add metadata labels (version, maintainer, build-date)
+- Ensure logs go to stdout for Docker log capture
+- Pin Python version to 3.12
+
+**Acceptance Criteria**:
+- [ ] Dockerfile builds without warnings
+- [ ] Health check responds correctly
+- [ ] Image size <500MB
+- [ ] Container logs visible in `docker logs`
+- [ ] All tests still pass
+
+**Testing**:
+```bash
+docker build -t inventory-backend:test backend/
+docker run --rm -p 8000:8000 inventory-backend:test
+curl http://localhost:8000/health  # Should return 200
+```
+
+---
+
+### Task 2: Enhance Frontend Dockerfile
+**File**: `frontend/Dockerfile`  
+**Status**: Ready  
+**Description**: Add health checks, optimize Next.js production build, logging
+
+**Changes**:
+- Add `HEALTHCHECK` instruction (curl to /health or equivalent)
+- Multi-stage build (builder + runtime) to reduce image size
+- Ensure Next.js logs to stdout
+- Optimize node_modules caching layer
+- Pin Node.js version to LTS
+
+**Acceptance Criteria**:
+- [ ] Dockerfile builds without warnings
+- [ ] Health check responds correctly
+- [ ] Image size <300MB
+- [ ] Next.js startup logs appear in `docker logs`
+
+**Testing**:
+```bash
+docker build -t inventory-frontend:test frontend/
+docker run --rm -p 3000:3000 inventory-frontend:test
+curl http://localhost:3000/_next/health  # Or custom endpoint
+```
+
+---
+
+### Task 3: Update docker-compose.yml
+**File**: `docker-compose.yml`  
+**Status**: Ready  
+**Description**: Add health checks, improve service dependencies, enhance resilience
+
+**Changes**:
+- Add `healthcheck` to all three services (backend, frontend, proxy)
+- Update `depends_on` to use health checks (wait_for: service_healthy)
+- Add resource limits (memory, CPU)
+- Improve volume definitions (use named volumes for persistence)
+- Add restart policies (restart: unless-stopped already present; verify)
+- Document all environment variables inline
+
+**Acceptance Criteria**:
+- [ ] docker-compose up starts all services in order
+- [ ] Health checks report healthy status
+- [ ] Services restart on failure
+- [ ] Logs from all services visible via `docker-compose logs`
+
+**Testing**:
+```bash
+docker-compose up -d
+docker-compose ps  # Should show all healthy
+docker-compose logs -f
+docker-compose down
+```
+
+---
+
+### Task 4: Create deploy.sh (Automated Deployment)
+**File**: `deploy.sh` (new, executable)  
+**Status**: Ready  
+**Description**: Single-command deployment with initialization, validation, health checks
+
+**Content** (~180 lines):
+```bash
+#!/bin/bash
+set -euo pipefail
+
+# Phase 6, Plan 1, Task 4: Automated Deployment Script
+# Usage: ./deploy.sh [production|staging|development] [--rebuild]
+
+DEPLOYMENT_ENV="${1:-production}"
+REBUILD="${2:---no-rebuild}"
+
+# Color output
+RED='\033[0;31m'
+GREEN='\033[0;32m'
+YELLOW='\033[1;33m'
+NC='\033[0m' # No Color
+
+log_info() { echo -e "${GREEN}[INFO]${NC} $1"; }
+log_warn() { echo -e "${YELLOW}[WARN]${NC} $1"; }
+log_error() { echo -e "${RED}[ERROR]${NC} $1"; exit 1; }
+
+# 1. Pre-flight checks
+log_info "Running pre-flight checks..."
+command -v docker &> /dev/null || log_error "Docker not installed"
+command -v docker-compose &> /dev/null || log_error "Docker Compose not installed"
+[[ -f "docker-compose.yml" ]] || log_error "docker-compose.yml not found"
+[[ -f "inventory.env" ]] || log_error "inventory.env not found; copy from template"
+
+# 2. Validate environment file
+log_info "Validating inventory.env..."
+source inventory.env
+[[ -z "${BACKEND_PORT:-}" ]] && log_warn "BACKEND_PORT not set; using default 8000"
+[[ -z "${FRONTEND_PORT:-}" ]] && log_warn "FRONTEND_PORT not set; using default 3000"
+
+# 3. Check port availability
+log_info "Checking port availability..."
+for port in ${BACKEND_PORT:-8000} ${FRONTEND_PORT:-3000} ${BACKEND_SSL_PORT:-8918} ${FRONTEND_SSL_PORT:-8919}; do
+  netstat -tuln 2>/dev/null | grep -q ":$port " && log_error "Port $port already in use"
+done
+
+# 4. Build or pull images
+log_info "Building Docker images (${REBUILD})..."
+if [[ "$REBUILD" == "--rebuild" ]]; then
+  docker-compose build --no-cache
+else
+  docker-compose build
+fi
+
+# 5. Create data directories
+log_info "Creating data directories..."
+mkdir -p data logs config
+[[ -d "data/caddy_data" ]] || mkdir -p data/caddy_data
+[[ -d "data/caddy_config" ]] || mkdir -p data/caddy_config
+
+# 6. Initialize database (if not exists)
+if [[ ! -f "data/inventory.db" ]]; then
+  log_info "Initializing database..."
+  # This will be handled by backend startup; just log the action
+  log_info "Database will be initialized on first backend startup"
+fi
+
+# 7. Start services
+log_info "Starting services..."
+docker-compose up -d
+
+# 8. Wait for health checks
+log_info "Waiting for services to be healthy..."
+max_attempts=30
+attempt=0
+while [[ $attempt -lt $max_attempts ]]; do
+  healthy=$(docker-compose ps | grep -c "healthy" || echo "0")
+  if [[ $healthy -eq 3 ]]; then
+    log_info "All services healthy!"
+    break
+  fi
+  attempt=$((attempt + 1))
+  sleep 2
+done
+
+if [[ $attempt -eq $max_attempts ]]; then
+  log_warn "Services did not become healthy within 60 seconds"
+  docker-compose logs
+  exit 1
+fi
+
+# 9. Verify connectivity
+log_info "Verifying connectivity..."
+if curl -sf "http://localhost:${BACKEND_PORT:-8000}/health" &> /dev/null; then
+  log_info "Backend healthy: http://localhost:${BACKEND_PORT:-8000}"
+else
+  log_error "Backend health check failed"
+fi
+
+# 10. Display summary
+log_info "Deployment successful!"
+echo ""
+echo "Access points:"
+echo "  Frontend: http://localhost:${FRONTEND_PORT:-3000}"
+echo "  Backend API: http://localhost:${BACKEND_PORT:-8000}"
+echo "  Secure (HTTPS): https://localhost:${FRONTEND_SSL_PORT:-8919}"
+echo ""
+echo "View logs: docker-compose logs -f"
+echo "Stop services: docker-compose down"
+```
+
+**Acceptance Criteria**:
+- [ ] Script exits with error on missing Docker/Compose
+- [ ] Pre-flight checks validate all prerequisites
+- [ ] Images build successfully
+- [ ] Services start and health checks pass
+- [ ] Displays access URLs at end
+- [ ] Exit code 0 on success, non-zero on failure
+
+**Testing**:
+```bash
+chmod +x deploy.sh
+./deploy.sh production
+# Verify all services running and accessible
+./deploy.sh staging --rebuild
+# Clean up
+docker-compose down
+```
+
+---
+
+### Task 5: Create Environment Template & Validation
+**Files**: 
+- `inventory.env.template` (new)
+- `.env.validation.sh` (new, 80 lines)
+
+**Status**: Ready  
+**Description**: Provide environment template and validation script to prevent misconfiguration
+
+**inventory.env.template**:
+```env
+# TFM aInventory Deployment Configuration
+# Copy to inventory.env and customize for your deployment
+
+# Service Ports
+BACKEND_PORT=8000
+FRONTEND_PORT=3000
+BACKEND_SSL_PORT=8918
+FRONTEND_SSL_PORT=8919
+
+# Security
+JWT_SECRET_KEY=change_me_in_production_use_openssl_rand_hex_32
+
+# AI Configuration (Optional, uses defaults if not set)
+AI_PROVIDER=gemini
+GEMINI_API_KEY=
+CLAUDE_API_KEY=
+
+# LDAP Configuration (Optional, uses local auth if not set)
+LDAP_SERVER=
+LDAP_PORT=389
+LDAP_BASE_DN=
+LDAP_USE_SSL=false
+
+# Database
+DATA_DIR=/app/data
+DB_PATH=/app/data/inventory.db
+
+# Logging
+LOGS_DIR=/app/logs
+LOG_LEVEL=INFO
+
+# Network (CORS)
+ALLOWED_ORIGINS=http://localhost:3000,https://localhost:8919
+EXTRA_ALLOWED_ORIGINS=
+
+# Deployment metadata
+DEPLOYMENT_NAME=production
+DEPLOYMENT_REGION=default
+```
+
+**.env.validation.sh**:
+```bash
+#!/bin/bash
+# Validate inventory.env before deployment
+
+set -euo pipefail
+
+log_error() { echo "[ERROR] $1" >&2; exit 1; }
+log_warn() { echo "[WARN] $1" >&2; }
+
+[[ -f "inventory.env" ]] || log_error "inventory.env not found"
+source inventory.env
+
+# Validate required variables
+[[ -z "${BACKEND_PORT:-}" ]] && log_error "BACKEND_PORT not set"
+[[ -z "${FRONTEND_PORT:-}" ]] && log_error "FRONTEND_PORT not set"
+[[ "$BACKEND_PORT" =~ ^[0-9]+$ ]] || log_error "BACKEND_PORT must be numeric"
+[[ "$FRONTEND_PORT" =~ ^[0-9]+$ ]] || log_error "FRONTEND_PORT must be numeric"
+
+# Warn on defaults
+if [[ "${JWT_SECRET_KEY:-}" == "change_me_in_production_use_openssl_rand_hex_32" ]]; then
+  log_warn "JWT_SECRET_KEY is using default value; regenerate for production"
+fi
+
+echo "[OK] inventory.env validation passed"
+```
+
+**Acceptance Criteria**:
+- [ ] Template covers all deployment scenarios (dev/staging/prod)
+- [ ] Validation script checks all critical variables
+- [ ] Clear comments explaining each setting
+- [ ] Example values provided (not actual secrets)
+
+---
+
+### Task 6: Create Quick Start Guide & Troubleshooting
+**File**: `docs/DEPLOYMENT_QUICKSTART.md` (new, ~150 lines)  
+**Status**: Ready  
+**Description**: Operator-friendly deployment guide, no domain knowledge required
+
+**Content**:
+```markdown
+# Deployment Quick Start Guide
+
+## Prerequisites
+- Ubuntu 22.04 LTS or similar Linux distro
+- Docker 24.0+
+- Docker Compose 2.0+
+- 2GB RAM, 10GB free disk
+
+## Installation (5 minutes)
+
+### 1. Prepare Environment
+\`\`\`bash
+git clone <repo> tfm-inventory
+cd tfm-inventory
+cp inventory.env.template inventory.env
+# Edit inventory.env with your deployment settings
+\`\`\`
+
+### 2. Generate Secure Secret
+\`\`\`bash
+openssl rand -hex 32 > /tmp/jwt_secret
+# Copy output into inventory.env JWT_SECRET_KEY
+\`\`\`
+
+### 3. Deploy
+\`\`\`bash
+chmod +x deploy.sh
+./deploy.sh production
+\`\`\`
+
+### 4. Verify Access
+- Frontend: http://localhost:3000
+- Backend: http://localhost:8000
+- API Docs: http://localhost:8000/docs
+
+## Scaling (Adding Users)
+
+System tested and stable with 5 concurrent users. For more:
+1. Increase BACKEND_PORT pool (run multiple instances behind load balancer)
+2. Monitor logs for errors: `docker-compose logs -f backend`
+3. Check database locks: `docker-compose exec backend python -c "import sqlite3; db=sqlite3.connect('/app/data/inventory.db'); print(db.execute('PRAGMA database_list').fetchall())"`
+
+## Troubleshooting
+
+| Issue | Solution |
+|-------|----------|
+| Port already in use | Change BACKEND_PORT/FRONTEND_PORT in inventory.env |
+| Health check failing | Wait 30s, then: `docker-compose logs` to check service logs |
+| Database locked | Restart backend: `docker-compose restart backend` |
+| HTTPS certificate warning | First-time is normal; trust the certificate in browser |
+
+## Backup & Restore
+\`\`\`bash
+# Automatic daily backups (see BACKUP_RUNBOOK.md)
+./backup.sh daily
+./restore.sh data/backups/inventory-2026-04-22.tar.gz
+\`\`\`
+
+## Support
+- Logs: `docker-compose logs -f`
+- Health status: `docker-compose ps`
+- Stop all: `docker-compose down`
+- Full reset: `docker-compose down -v` (⚠️ deletes data)
+```
+
+**Acceptance Criteria**:
+- [ ] Guide is readable by non-technical ops teams
+- [ ] All 5 steps complete in <5 minutes
+- [ ] Troubleshooting covers common issues
+- [ ] Links to related docs (backup, scaling, health monitoring)
+
+---
+
+## Dependencies
+
+**Upstream**:
+- Phase 5 complete (all features implemented, tests passing)
+- Existing Dockerfiles and docker-compose.yml
+
+**Cross-Plan**:
+- Plan 2 (Scale Testing) uses `deploy.sh` from this plan
+- Plan 3 (Backup/Restore) integrates with deployment structure
+
+**Blocked By**: None
+
+---
+
+## Testing Strategy
+
+### Unit Testing (Standalone)
+```bash
+# Each component can be tested independently
+docker build -t inventory-backend:test backend/
+docker build -t inventory-frontend:test frontend/
+docker run --rm inventory-backend:test pytest backend/tests/  # Verify tests still pass
+```
+
+### Integration Testing
+```bash
+# Deploy stack
+./deploy.sh production --rebuild
+# Verify all services healthy
+docker-compose ps | grep healthy
+# Run smoke tests
+curl http://localhost:8000/health
+curl http://localhost:3000/
+# Verify data persistence
+# (detailed in Plan 3)
+```
+
+### Deployment Validation
+```bash
+# On fresh VM with only Docker installed
+git clone <repo>
+cd tfm-inventory
+./deploy.sh production
+# Should complete without errors
+```
+
+---
+
+## Success Metrics
+
+- [ ] `./deploy.sh` completes in <5 minutes
+- [ ] Zero manual intervention required
+- [ ] All services report healthy
+- [ ] Backend API responds at /health
+- [ ] Frontend loads in browser
+- [ ] Logs accessible via docker-compose logs
+- [ ] Environment validation prevents misconfiguration
+
+---
+
+## Notes
+
+- Existing docker-compose.yml already has 3 services; we enhance, not replace
+- Health checks will help automation tools (Kubernetes, Docker Swarm) manage restarts
+- Pre-flight checks prevent common pitfalls (port conflicts, missing files)
+- Logging to stdout ensures compatibility with container log aggregation
+
+---
+
+**Effort Estimate**: 16 hours (2 days)  
+**Dependencies**: None (Phase 5 complete assumed)  
+**Risk**: Low (mostly additive enhancements to existing Dockerfiles)
+
+---
+
+Last updated: 2026-04-22 (Planning Phase)
diff --git a/.planning/phases/06-deployment-scale/PLAN-02-SCALE-TESTING.md b/.planning/phases/06-deployment-scale/PLAN-02-SCALE-TESTING.md
new file mode 100644
index 00000000..ab24477e
--- /dev/null
+++ b/.planning/phases/06-deployment-scale/PLAN-02-SCALE-TESTING.md
@@ -0,0 +1,800 @@
+# Phase 6, Plan 2: Scale Testing & Performance Optimization
+
+---
+
+**plan**: 06-deployment-scale/02-scale-testing  
+**feature**: Load testing infrastructure, performance baseline, bottleneck identification  
+**status**: Ready for execution  
+**estimated_tasks**: 6  
+**total_lines**: ~600 (load testing suite ~250, DB seeding ~100, metrics collection ~150, runbook ~100)
+
+---
+
+## Overview
+
+This plan builds the infrastructure to validate that the system handles production load (10K items + 5 concurrent users) without degradation. It creates:
+
+1. **Load testing suite** (Locust) — Simulates concurrent users performing realistic workflows
+2. **Database seeding** — Populates 10K items with realistic categories and attributes
+3. **Metrics collection** — Monitors CPU, memory, response times during load
+4. **Baseline establishment** — Documents performance envelope for future comparisons
+5. **Health automation** — Automated health check monitoring during load tests
+
+**Success**: Load test runs to completion with <2s latency at 5 concurrent users; baseline metrics published.
+
+---
+
+## Tasks
+
+### Task 1: Create Load Testing Framework (Locust)
+**File**: `backend/tests/load_test.py` (new, ~250 lines)  
+**Status**: Ready  
+**Description**: Locust-based load testing simulating realistic field workflows
+
+**Content** (~250 lines):
+```python
+"""
+Phase 6, Plan 2, Task 1: Load Testing Framework
+Simulates realistic field workflows: scan → check-in/out → search → export
+"""
+
+from locust import HttpUser, task, between
+from locust.contrib.fasthttp import FastHttpUser
+import random
+import time
+
+class InventoryUser(FastHttpUser):
+    """Simulates a field operator using the inventory system."""
+    
+    wait_time = between(2, 5)  # 2-5 seconds between actions
+    
+    def on_start(self):
+        """Login before starting tasks."""
+        response = self.client.post("/auth/login", json={
+            "username": "testuser",
+            "password": "testpass"
+        }, catch_response=True)
+        if response.status_code == 200:
+            self.token = response.json().get("access_token")
+            self.headers = {"Authorization": f"Bearer {self.token}"}
+        else:
+            response.failure(f"Login failed: {response.status_code}")
+    
+    @task(3)
+    def search_item(self):
+        """Search for an item (most common operation)."""
+        query = f"item-{random.randint(1, 10000)}"
+        response = self.client.get(
+            f"/search?q={query}",
+            headers=self.headers,
+            name="/search",
+            catch_response=True
+        )
+        if response.status_code == 200:
+            response.success()
+        else:
+            response.failure(f"Search failed: {response.status_code}")
+    
+    @task(2)
+    def check_in_item(self):
+        """Check in an item (adjust quantity +1)."""
+        item_id = random.randint(1, 10000)
+        response = self.client.patch(
+            f"/items/{item_id}",
+            json={"quantity": random.randint(1, 100)},
+            headers=self.headers,
+            name="/items/{itemId} [PATCH]",
+            catch_response=True
+        )
+        if response.status_code in [200, 404]:  # 404 expected for some items
+            response.success()
+        else:
+            response.failure(f"Check-in failed: {response.status_code}")
+    
+    @task(1)
+    def export_inventory(self):
+        """Export inventory snapshot (less frequent)."""
+        response = self.client.get(
+            "/admin/exports/inventory",
+            headers=self.headers,
+            name="/admin/exports/inventory",
+            catch_response=True
+        )
+        if response.status_code in [200, 202]:
+            response.success()
+        else:
+            response.failure(f"Export failed: {response.status_code}")
+    
+    @task(1)
+    def get_health(self):
+        """Health check (baseline)."""
+        response = self.client.get(
+            "/health",
+            name="/health",
+            catch_response=True
+        )
+        if response.status_code == 200:
+            response.success()
+        else:
+            response.failure(f"Health check failed: {response.status_code}")
+
+class AdminUser(FastHttpUser):
+    """Simulates an admin performing dashboard operations."""
+    
+    wait_time = between(5, 10)
+    
+    def on_start(self):
+        """Login as admin."""
+        response = self.client.post("/auth/login", json={
+            "username": "admin",
+            "password": "adminpass"
+        }, catch_response=True)
+        if response.status_code == 200:
+            self.token = response.json().get("access_token")
+            self.headers = {"Authorization": f"Bearer {self.token}"}
+        else:
+            response.failure(f"Admin login failed: {response.status_code}")
+    
+    @task(2)
+    def list_items(self):
+        """List items with pagination."""
+        skip = random.randint(0, 9900)
+        response = self.client.get(
+            f"/items?skip={skip}&limit=50",
+            headers=self.headers,
+            name="/items [paginated]",
+            catch_response=True
+        )
+        if response.status_code == 200:
+            response.success()
+        else:
+            response.failure(f"List items failed: {response.status_code}")
+    
+    @task(1)
+    def get_audit_logs(self):
+        """Retrieve audit logs."""
+        response = self.client.get(
+            "/admin/audit-logs?limit=100",
+            headers=self.headers,
+            name="/admin/audit-logs",
+            catch_response=True
+        )
+        if response.status_code == 200:
+            response.success()
+        else:
+            response.failure(f"Audit logs failed: {response.status_code}")
+```
+
+**Acceptance Criteria**:
+- [ ] File uses Locust FastHttpUser (efficient)
+- [ ] Simulates 5 realistic workflows (search, check-in, export, health, admin)
+- [ ] Includes weight distribution (3:2:1 for common:moderate:rare)
+- [ ] Can spawn multiple user types concurrently
+- [ ] Task names are descriptive for reporting
+
+**Testing**:
+```bash
+cd backend/tests
+locust -f load_test.py --host=http://localhost:8000 --users=5 --spawn-rate=1 --run-time=5m
+# Monitor: Response times, failure rates, requests/sec
+```
+
+---
+
+### Task 2: Database Seeding Script (10K Items)
+**File**: `scripts/seed_load_test_db.py` (new, ~100 lines)  
+**Status**: Ready  
+**Description**: Populate database with 10K realistic items for load testing
+
+**Content** (~100 lines):
+```python
+#!/usr/bin/env python3
+"""
+Phase 6, Plan 2, Task 2: Database Seeding for Load Testing
+Creates 10K items with realistic categories, part numbers, and barcodes.
+"""
+
+import sqlite3
+import sys
+from pathlib import Path
+from datetime import datetime
+import random
+import string
+
+DB_PATH = Path(__file__).parent.parent / "data" / "inventory.db"
+
+CATEGORIES = [
+    "Electronics", "Computer Hardware", "Peripherals", "Cables & Adapters",
+    "Power Supplies", "Storage Devices", "Memory", "Processors",
+    "Networking", "Tools & Accessories", "Spare Parts"
+]
+
+ITEM_TYPES = [
+    "Hard Drive", "SSD", "RAM", "GPU", "CPU", "Motherboard",
+    "Network Card", "Power Supply", "Cable", "Connector",
+    "Screwdriver Set", "Thermal Paste", "PCIe Card", "USB Hub"
+]
+
+def generate_barcode():
+    """Generate realistic 12-digit EAN barcode."""
+    return ''.join(random.choices(string.digits, k=12))
+
+def generate_part_number():
+    """Generate realistic part number."""
+    prefix = ''.join(random.choices(string.ascii_uppercase, k=3))
+    number = ''.join(random.choices(string.digits, k=6))
+    return f"{prefix}-{number}"
+
+def seed_items(count=10000):
+    """Create test items in database."""
+    conn = sqlite3.connect(DB_PATH)
+    cursor = conn.cursor()
+    
+    print(f"Seeding {count} items...")
+    
+    for i in range(1, count + 1):
+        item_name = f"item-{i:05d}"
+        category = random.choice(CATEGORIES)
+        item_type = random.choice(ITEM_TYPES)
+        quantity = random.randint(0, 100)
+        barcode = generate_barcode()
+        part_number = generate_part_number()
+        created_at = datetime.utcnow().isoformat()
+        updated_at = created_at
+        
+        try:
+            cursor.execute("""
+                INSERT INTO items 
+                (name, category, item_type, quantity, barcode, part_number, created_at, updated_at)
+                VALUES (?, ?, ?, ?, ?, ?, ?, ?)
+            """, (item_name, category, item_type, quantity, barcode, part_number, created_at, updated_at))
+            
+            if i % 1000 == 0:
+                print(f"  Created {i}/{count} items...")
+                conn.commit()
+        
+        except sqlite3.IntegrityError as e:
+            print(f"  Warning: Duplicate barcode {barcode}, retrying...")
+            cursor.execute("""
+                INSERT INTO items 
+                (name, category, item_type, quantity, barcode, part_number, created_at, updated_at)
+                VALUES (?, ?, ?, ?, ?, ?, ?, ?)
+            """, (item_name, category, item_type, quantity, generate_barcode(), part_number, created_at, updated_at))
+    
+    conn.commit()
+    conn.close()
+    print(f"Seeded {count} items successfully.")
+
+if __name__ == "__main__":
+    if not DB_PATH.exists():
+        print(f"Error: Database not found at {DB_PATH}")
+        sys.exit(1)
+    
+    seed_items(int(sys.argv[1]) if len(sys.argv) > 1 else 10000)
+```
+
+**Acceptance Criteria**:
+- [ ] Creates 10K items with realistic data
+- [ ] Avoids barcode/part number collisions
+- [ ] Runs in <5 minutes
+- [ ] Items distributed across categories and types
+- [ ] Script idempotent (safe to run multiple times)
+
+**Testing**:
+```bash
+python scripts/seed_load_test_db.py 10000
+# Verify in database
+sqlite3 data/inventory.db "SELECT COUNT(*) FROM items"  # Should show 10000
+```
+
+---
+
+### Task 3: Metrics Collection & Monitoring
+**File**: `scripts/collect_metrics.py` (new, ~150 lines)  
+**Status**: Ready  
+**Description**: Collect CPU, memory, disk, and request metrics during load test
+
+**Content** (~150 lines):
+```python
+#!/usr/bin/env python3
+"""
+Phase 6, Plan 2, Task 3: Metrics Collection During Load Tests
+Monitors system resources and API performance.
+"""
+
+import subprocess
+import json
+import time
+import docker
+import psutil
+from datetime import datetime
+from pathlib import Path
+
+METRICS_DIR = Path(__file__).parent.parent / "metrics"
+METRICS_DIR.mkdir(exist_ok=True)
+
+class MetricsCollector:
+    """Collects system and container metrics during load test."""
+    
+    def __init__(self, output_file=None):
+        self.output_file = output_file or METRICS_DIR / f"metrics-{datetime.now().isoformat()}.json"
+        self.docker_client = docker.from_env()
+        self.metrics = []
+    
+    def get_container_stats(self, container_name):
+        """Get stats for a specific container."""
+        try:
+            container = self.docker_client.containers.get(container_name)
+            stats = container.stats(stream=False)
+            cpu_delta = stats['cpu_stats']['cpu_usage']['total_usage'] - \
+                       stats['precpu_stats']['cpu_usage']['total_usage']
+            system_delta = stats['cpu_stats']['system_cpu_usage'] - \
+                          stats['precpu_stats']['system_cpu_usage']
+            cpu_percent = (cpu_delta / system_delta) * 100.0
+            memory_usage = stats['memory_stats']['usage'] / (1024 ** 2)  # MB
+            return {'cpu_percent': cpu_percent, 'memory_mb': memory_usage}
+        except Exception as e:
+            print(f"Error collecting stats for {container_name}: {e}")
+            return None
+    
+    def collect(self):
+        """Collect all metrics."""
+        timestamp = datetime.now().isoformat()
+        data = {'timestamp': timestamp, 'containers': {}}
+        
+        # Backend stats
+        backend_stats = self.get_container_stats('tfm-inventory-backend-1')
+        if backend_stats:
+            data['containers']['backend'] = backend_stats
+        
+        # Frontend stats
+        frontend_stats = self.get_container_stats('tfm-inventory-frontend-1')
+        if frontend_stats:
+            data['containers']['frontend'] = frontend_stats
+        
+        # System-wide stats
+        data['system'] = {
+            'cpu_percent': psutil.cpu_percent(interval=0.1),
+            'memory_percent': psutil.virtual_memory().percent,
+            'disk_percent': psutil.disk_usage('/').percent
+        }
+        
+        self.metrics.append(data)
+        return data
+    
+    def run(self, duration_seconds=300, interval_seconds=5):
+        """Collect metrics for specified duration."""
+        print(f"Collecting metrics for {duration_seconds}s at {interval_seconds}s intervals...")
+        end_time = time.time() + duration_seconds
+        
+        while time.time() < end_time:
+            self.collect()
+            time.sleep(interval_seconds)
+        
+        self.save()
+    
+    def save(self):
+        """Save metrics to JSON file."""
+        with open(self.output_file, 'w') as f:
+            json.dump(self.metrics, f, indent=2)
+        print(f"Metrics saved to {self.output_file}")
+    
+    def summarize(self):
+        """Print summary of metrics."""
+        if not self.metrics:
+            return
+        
+        # Extract backend CPU/memory
+        backend_cpus = [m['containers']['backend']['cpu_percent'] 
+                       for m in self.metrics if 'backend' in m['containers']]
+        backend_mems = [m['containers']['backend']['memory_mb'] 
+                       for m in self.metrics if 'backend' in m['containers']]
+        
+        print("\n=== Load Test Summary ===")
+        print(f"Duration: {len(self.metrics) * 5}s")
+        if backend_cpus:
+            print(f"Backend CPU: avg={sum(backend_cpus)/len(backend_cpus):.1f}%, max={max(backend_cpus):.1f}%")
+        if backend_mems:
+            print(f"Backend Memory: avg={sum(backend_mems)/len(backend_mems):.0f}MB, max={max(backend_mems):.0f}MB")
+        print(f"Metrics file: {self.output_file}")
+
+if __name__ == "__main__":
+    collector = MetricsCollector()
+    collector.run(duration_seconds=300, interval_seconds=5)
+    collector.summarize()
+```
+
+**Acceptance Criteria**:
+- [ ] Collects backend/frontend container stats
+- [ ] Records CPU %, memory (MB), disk usage
+- [ ] Saves to JSON with timestamps
+- [ ] Runs independently of load test
+- [ ] Summary shows min/max/avg metrics
+
+**Testing**:
+```bash
+python scripts/collect_metrics.py &
+# In another terminal, run load test
+locust -f backend/tests/load_test.py --users=5 --run-time=5m
+# Check metrics output
+jq . metrics/metrics-*.json | head -50
+```
+
+---
+
+### Task 4: Performance Baseline Report
+**File**: `docs/PERFORMANCE_BASELINE.md` (new, ~100 lines)  
+**Status**: Ready  
+**Description**: Document system performance under load, establish target SLOs
+
+**Content** (~100 lines):
+```markdown
+# Performance Baseline Report
+
+**Test Date**: 2026-04-22  
+**Database Size**: 10K items  
+**Concurrent Users**: 5 (3 operators, 2 admins)  
+**Test Duration**: 10 minutes  
+
+## System Configuration
+- Backend: 2 CPU cores, 2GB RAM
+- Frontend: 1 CPU core, 512MB RAM
+- Database: SQLite with WAL mode enabled
+
+## Load Test Results
+
+### Response Times (p50/p95/p99)
+| Endpoint | p50 (ms) | p95 (ms) | p99 (ms) | Status |
+|----------|----------|----------|----------|--------|
+| GET /health | 10 | 15 | 25 | ✓ Pass |
+| GET /search | 120 | 350 | 500 | ✓ Pass |
+| PATCH /items/{id} | 80 | 200 | 350 | ✓ Pass |
+| GET /items (paginated) | 100 | 250 | 400 | ✓ Pass |
+| POST /admin/exports | 150 | 400 | 800 | ⚠ At limit |
+
+### Resource Utilization
+| Resource | Avg | Peak | Status |
+|----------|-----|------|--------|
+| Backend CPU | 35% | 62% | ✓ Safe |
+| Backend Memory | 480MB | 620MB | ✓ Safe |
+| Database Lock Contention | Low | Medium | ✓ Acceptable |
+| Disk I/O | <5% | 12% | ✓ Safe |
+
+### Throughput
+- Requests/second: 25-30
+- Successful requests: 98.5%
+- Failed requests: 1.5% (mostly intentional 404s)
+- Sync reliability: 99.7%
+
+## Baseline SLOs (Service Level Objectives)
+
+We commit to the following performance targets:
+
+```
+- Search <500ms p95
+- Item check-in <350ms p95
+- Export start <1s
+- Health check <50ms p99
+- Sync success rate >99%
+```
+
+## Scaling Recommendations
+
+**Current Capacity**: 5 concurrent users, 10K items  
+**Headroom**: ~30% (can handle 6-7 users before degradation)
+
+**To Support 20+ Users**:
+1. Increase backend memory to 4GB
+2. Implement query caching (Redis optional)
+3. Add read replicas for listing/search operations
+4. Monitor database lock contention
+
+**Database Optimization Candidates**:
+- Index on (category, item_type) for filtered searches
+- Partial index on active items (quantity > 0)
+- WAL checkpoint tuning
+
+## Next Steps
+
+1. [ ] Monitor production metrics vs. baseline
+2. [ ] Run load test weekly to track regressions
+3. [ ] Investigate any p95 >600ms (potential bottleneck)
+4. [ ] Re-baseline after major feature additions
+```
+
+**Acceptance Criteria**:
+- [ ] Includes actual load test results (p50/p95/p99)
+- [ ] Documents resource usage
+- [ ] Establishes clear SLOs
+- [ ] Provides scaling recommendations
+- [ ] Baseline values are realistic and achievable
+
+---
+
+### Task 5: Automated Health Check Monitoring
+**File**: `scripts/health_monitor.py` (new, ~80 lines)  
+**Status**: Ready  
+**Description**: Monitor service health during load tests, alert on degradation
+
+**Content** (~80 lines):
+```python
+#!/usr/bin/env python3
+"""
+Phase 6, Plan 2, Task 5: Health Check Monitoring
+Continuously monitors service health and alerts if degradation detected.
+"""
+
+import requests
+import time
+import sys
+from datetime import datetime
+
+BACKEND_URL = "http://localhost:8000"
+FRONTEND_URL = "http://localhost:3000"
+CHECK_INTERVAL = 5  # seconds
+ALERT_THRESHOLD = 1000  # ms
+
+def check_backend():
+    """Check backend health."""
+    try:
+        start = time.time()
+        response = requests.get(f"{BACKEND_URL}/health", timeout=5)
+        duration = (time.time() - start) * 1000
+        status = "✓" if response.status_code == 200 else "✗"
+        return {
+            'status': response.status_code,
+            'duration_ms': duration,
+            'healthy': response.status_code == 200 and duration < ALERT_THRESHOLD,
+            'display': f"{status} Backend {response.status_code} ({duration:.0f}ms)"
+        }
+    except Exception as e:
+        return {
+            'status': 0,
+            'duration_ms': 0,
+            'healthy': False,
+            'display': f"✗ Backend error: {e}"
+        }
+
+def check_frontend():
+    """Check frontend health."""
+    try:
+        start = time.time()
+        response = requests.get(f"{FRONTEND_URL}/", timeout=5)
+        duration = (time.time() - start) * 1000
+        status = "✓" if response.status_code == 200 else "✗"
+        return {
+            'status': response.status_code,
+            'duration_ms': duration,
+            'healthy': response.status_code == 200,
+            'display': f"{status} Frontend {response.status_code} ({duration:.0f}ms)"
+        }
+    except Exception as e:
+        return {
+            'status': 0,
+            'duration_ms': 0,
+            'healthy': False,
+            'display': f"✗ Frontend error: {e}"
+        }
+
+def monitor(duration_minutes=10):
+    """Monitor health for specified duration."""
+    print(f"Starting health monitor for {duration_minutes} minutes...")
+    print("(Press Ctrl+C to stop)\n")
+    
+    end_time = time.time() + (duration_minutes * 60)
+    failures = 0
+    checks = 0
+    
+    while time.time() < end_time:
+        timestamp = datetime.now().strftime("%H:%M:%S")
+        backend = check_backend()
+        frontend = check_frontend()
+        
+        print(f"[{timestamp}] {backend['display']} | {frontend['display']}")
+        
+        if not (backend['healthy'] and frontend['healthy']):
+            failures += 1
+        
+        checks += 1
+        time.sleep(CHECK_INTERVAL)
+    
+    print(f"\n=== Monitor Summary ===")
+    print(f"Total checks: {checks}")
+    print(f"Failures: {failures} ({100*failures/checks:.1f}%)")
+    print(f"Success rate: {100*(1-failures/checks):.1f}%")
+
+if __name__ == "__main__":
+    duration = int(sys.argv[1]) if len(sys.argv) > 1 else 10
+    try:
+        monitor(duration)
+    except KeyboardInterrupt:
+        print("\nMonitor stopped.")
+```
+
+**Acceptance Criteria**:
+- [ ] Polls backend and frontend health endpoints
+- [ ] Displays timestamp + status + response time
+- [ ] Alerts if response time exceeds threshold
+- [ ] Generates summary on completion
+- [ ] Runs continuously for specified duration
+
+**Testing**:
+```bash
+python scripts/health_monitor.py 5  # Monitor for 5 minutes
+# Expected: All checks passing, response times stable
+```
+
+---
+
+### Task 6: Load Test Execution Guide & Metrics Analysis
+**File**: `docs/LOAD_TEST_GUIDE.md` (new, ~100 lines)  
+**Status**: Ready  
+**Description**: Step-by-step guide to run load tests and interpret results
+
+**Content** (~100 lines):
+```markdown
+# Load Testing Guide
+
+## Prerequisites
+- System deployed via `./deploy.sh`
+- Python 3.12+ with locust, requests, docker, psutil installed
+  ```bash
+  pip install locust requests docker psutil
+  ```
+- 10K item database seeded
+
+## Setup
+
+### 1. Seed Database
+```bash
+python scripts/seed_load_test_db.py 10000
+```
+
+### 2. Start Health Monitor (Terminal 1)
+```bash
+python scripts/health_monitor.py 10
+```
+
+### 3. Start Metrics Collector (Terminal 2)
+```bash
+python scripts/collect_metrics.py
+```
+
+### 4. Run Locust Load Test (Terminal 3)
+```bash
+cd backend/tests
+locust -f load_test.py \
+  --host=http://localhost:8000 \
+  --users=5 \
+  --spawn-rate=1 \
+  --run-time=5m \
+  --headless
+```
+
+## Interpreting Results
+
+### Key Metrics
+- **Response Time (p95)**: 95th percentile should be <500ms
+- **Failure Rate**: Should be <1% (intentional 404s acceptable)
+- **CPU Usage**: Peak should be <70%
+- **Memory Usage**: Peak should be <1.5GB
+
+### Success Criteria
+- All checks pass ✓
+- Load test completes without timeouts
+- Metrics within baseline envelope
+- No emergency restarts
+
+### Troubleshooting
+
+| Symptom | Cause | Fix |
+|---------|-------|-----|
+| High failure rate | Database lock contention | Increase WAL checkpoint interval |
+| CPU >70% | Query inefficiency | Check slow query logs |
+| Memory leak | Connection not released | Restart backend service |
+| Timeouts after 5min | Resource exhaustion | Reduce concurrent users to 3 |
+
+## Regression Detection
+
+Compare latest metrics to baseline:
+```bash
+python -c "
+import json
+with open('metrics/baseline.json') as f:
+    baseline = json.load(f)
+with open('metrics/latest.json') as f:
+    latest = json.load(f)
+# Compare p95 response times, resource usage
+"
+```
+
+## Next Steps
+- [ ] Run test weekly to detect regressions
+- [ ] Update baseline after major optimizations
+- [ ] Investigate any p95 >500ms
+- [ ] Document new bottlenecks in ARCHITECTURE.md
+```
+
+**Acceptance Criteria**:
+- [ ] Step-by-step instructions for non-experts
+- [ ] Clear success criteria with numbers
+- [ ] Troubleshooting section covers common issues
+- [ ] Links to metrics files and baseline report
+- [ ] Interpretation guidance for non-technical teams
+
+---
+
+## Dependencies
+
+**Upstream**:
+- Plan 1 (Docker/Deployment) — Must complete first to have `deploy.sh`
+- Phase 5 complete (all features implemented)
+
+**Cross-Plan**:
+- Plan 3 (Backup/Restore) uses baseline metrics as sanity check
+
+**Blocked By**: None
+
+---
+
+## Testing Strategy
+
+### Local Validation
+```bash
+# Test load testing framework
+locust -f backend/tests/load_test.py --users=1 --run-time=30s
+# Verify metrics collection
+python scripts/collect_metrics.py
+# Verify health monitoring
+python scripts/health_monitor.py 1
+```
+
+### Integration Testing
+```bash
+# Full load test cycle
+./deploy.sh production
+python scripts/seed_load_test_db.py 10000
+# Run all three monitoring tools in parallel
+python scripts/health_monitor.py 10 &
+python scripts/collect_metrics.py &
+locust -f backend/tests/load_test.py --users=5 --run-time=5m --headless
+```
+
+### Baseline Validation
+```bash
+# Ensure results meet documented SLOs
+# p50 search <250ms, p95 <500ms, p99 <800ms
+# CPU <70%, Memory <1.5GB
+```
+
+---
+
+## Success Metrics
+
+- [ ] Load test framework (Locust) runs without errors
+- [ ] Database seeding creates 10K items in <5 minutes
+- [ ] Metrics collection records CPU/memory/disk during test
+- [ ] Health monitor shows 99%+ success rate
+- [ ] Performance baseline established and documented
+- [ ] All tests meet SLOs (p95 <500ms, CPU <70%)
+- [ ] Scaling recommendations documented
+
+---
+
+## Notes
+
+- Load test uses realistic field workflows (search 3x, check-in 2x, export 1x)
+- Metrics collected every 5 seconds (low overhead)
+- Baseline includes p50/p95/p99 to show distribution, not just average
+- SLOs are achievable with single-instance SQLite (no sharding needed)
+- Weekly regression testing recommended post-launch
+
+---
+
+**Effort Estimate**: 18 hours (2-3 days)  
+**Dependencies**: Plan 1 complete (deploy.sh)  
+**Risk**: Low (testing infrastructure, no production changes)
+
+---
+
+Last updated: 2026-04-22 (Planning Phase)
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+# Phase 6, Plan 3: Backup/Restore & Operational Runbook
+
+---
+
+**plan**: 06-deployment-scale/03-backup-runbook  
+**feature**: Automated backup/restore, disaster recovery, operational runbook  
+**status**: Ready for execution  
+**estimated_tasks**: 7  
+**total_lines**: ~500 (backup script ~120, restore script ~100, runbook ~150, monitoring ~50, troubleshooting ~80)
+
+---
+
+## Overview
+
+This plan ensures operational resilience through automated backup/restore and comprehensive documentation. It creates:
+
+1. **Backup automation** — Daily/weekly scheduled backups of DB, config, certificates
+2. **Restore validation** — Automated restore testing, zero-data-loss confirmation
+3. **Operational runbook** — Step-by-step procedures for deployment, scaling, troubleshooting
+4. **Disaster recovery** — RTO <10 minutes, RPO 1 day (configurable)
+5. **Health monitoring** — Checklist-style monitoring for ops teams
+
+**Success**: Backup/restore cycle tested and validated; runbook enables new ops to deploy and maintain without support.
+
+---
+
+## Tasks
+
+### Task 1: Backup Automation Script
+**File**: `scripts/backup.sh` (new, ~120 lines)  
+**Status**: Ready  
+**Description**: Automated backup of database, config, and certificates
+
+**Content** (~120 lines):
+```bash
+#!/bin/bash
+set -euo pipefail
+
+# Phase 6, Plan 3, Task 1: Automated Backup Script
+# Usage: ./backup.sh [daily|weekly|manual] [retention_days]
+
+BACKUP_TYPE="${1:-manual}"
+RETENTION_DAYS="${2:-30}"
+BACKUP_DIR="./backups"
+DATA_DIR="./data"
+TIMESTAMP=$(date +%Y-%m-%d_%H-%M-%S)
+BACKUP_FILE="$BACKUP_DIR/inventory-$TIMESTAMP.tar.gz"
+
+# Colors
+RED='\033[0;31m'
+GREEN='\033[0;32m'
+YELLOW='\033[1;33m'
+NC='\033[0m'
+
+log_info() { echo -e "${GREEN}[INFO]${NC} $1"; }
+log_warn() { echo -e "${YELLOW}[WARN]${NC} $1"; }
+log_error() { echo -e "${RED}[ERROR]${NC} $1"; exit 1; }
+
+# Create backup directory
+mkdir -p "$BACKUP_DIR"
+
+# Verify Docker is running
+docker ps > /dev/null 2>&1 || log_error "Docker daemon not running"
+
+# 1. Verify services are running
+log_info "Checking services..."
+if ! docker-compose ps | grep -q "Up"; then
+  log_warn "Not all services running; attempting to start..."
+  docker-compose up -d
+fi
+
+# 2. Create backup tarball
+log_info "Creating backup: $BACKUP_FILE"
+
+# Stop backend to ensure DB consistency
+log_info "Stopping backend service (DB consistency)..."
+docker-compose stop backend
+
+# Wait for graceful shutdown
+sleep 2
+
+# Create tarball
+tar --exclude='$DATA_DIR/caddy_*' \
+    --exclude='$BACKUP_DIR' \
+    --exclude='.git' \
+    --exclude='node_modules' \
+    --exclude='.next' \
+    -czf "$BACKUP_FILE" \
+    "$DATA_DIR/inventory.db" \
+    "$DATA_DIR/inventory.db-wal" \
+    "$DATA_DIR/inventory.db-shm" \
+    "config/" \
+    "inventory.env" \
+    2>/dev/null || log_error "Backup creation failed"
+
+# Restart backend
+log_info "Restarting backend service..."
+docker-compose start backend
+
+# Wait for backend to be ready
+sleep 5
+
+# Verify backend is healthy
+if curl -sf "http://localhost:8000/health" > /dev/null; then
+  log_info "Backend restored and healthy"
+else
+  log_warn "Backend not responding yet; check logs with 'docker-compose logs -f backend'"
+fi
+
+# 3. Verify backup integrity
+log_info "Verifying backup integrity..."
+if tar -tzf "$BACKUP_FILE" > /dev/null 2>&1; then
+  log_info "✓ Backup verified"
+else
+  log_error "Backup corrupted"
+fi
+
+# 4. Log backup metadata
+BACKUP_SIZE=$(du -h "$BACKUP_FILE" | cut -f1)
+BACKUP_VERSION=$(cat VERSION.json 2>/dev/null | grep version | cut -d'"' -f4 || echo "unknown")
+log_info "Backup size: $BACKUP_SIZE, Version: $BACKUP_VERSION"
+
+# 5. Cleanup old backups
+log_info "Cleaning up backups older than $RETENTION_DAYS days..."
+find "$BACKUP_DIR" -name "inventory-*.tar.gz" -type f -mtime +$RETENTION_DAYS -delete
+
+# 6. Create backup manifest
+cat > "$BACKUP_DIR/MANIFEST.txt" << EOF
+Backup Metadata
+===============
+Timestamp: $TIMESTAMP
+Type: $BACKUP_TYPE
+Retention: $RETENTION_DAYS days
+Size: $BACKUP_SIZE
+Version: $BACKUP_VERSION
+Contents: DB, config, certificates (excluding certs)
+Restored: Not yet
+
+Command to restore:
+./restore.sh $BACKUP_FILE
+EOF
+
+log_info "Backup complete: $BACKUP_FILE"
+log_info "Retention policy: Delete after $RETENTION_DAYS days"
+log_info "Next backup: $(date -d '+1 day' '+%Y-%m-%d')"
+```
+
+**Acceptance Criteria**:
+- [ ] Creates gzip tarball of DB, config, certificates
+- [ ] Stops backend before backup for consistency
+- [ ] Restarts backend after backup
+- [ ] Verifies tarball integrity
+- [ ] Cleans up old backups based on retention
+- [ ] Creates manifest with metadata
+- [ ] Handles errors gracefully
+
+**Testing**:
+```bash
+chmod +x scripts/backup.sh
+./deploy.sh production
+./scripts/backup.sh manual
+# Verify backup created
+ls -lh backups/
+# Verify tarball integrity
+tar -tzf backups/inventory-*.tar.gz | head
+```
+
+---
+
+### Task 2: Restore & Validation Script
+**File**: `scripts/restore.sh` (new, ~100 lines)  
+**Status**: Ready  
+**Description**: Restore from backup, validate data integrity
+
+**Content** (~100 lines):
+```bash
+#!/bin/bash
+set -euo pipefail
+
+# Phase 6, Plan 3, Task 2: Restore from Backup
+# Usage: ./restore.sh <backup_file> [--validate]
+
+BACKUP_FILE="${1:-}"
+VALIDATE="${2:---validate}"
+
+RED='\033[0;31m'
+GREEN='\033[0;32m'
+YELLOW='\033[1;33m'
+NC='\033[0m'
+
+log_info() { echo -e "${GREEN}[INFO]${NC} $1"; }
+log_warn() { echo -e "${YELLOW}[WARN]${NC} $1"; }
+log_error() { echo -e "${RED}[ERROR]${NC} $1"; exit 1; }
+
+# Validate input
+[[ -z "$BACKUP_FILE" ]] && log_error "Usage: ./restore.sh <backup_file>"
+[[ ! -f "$BACKUP_FILE" ]] && log_error "Backup file not found: $BACKUP_FILE"
+
+log_info "Restoring from: $BACKUP_FILE"
+
+# Triple confirmation (security requirement)
+echo "⚠️  WARNING: This will overwrite current data!"
+read -p "Type 'RESTORE' to confirm (1/3): " confirm1
+[[ "$confirm1" != "RESTORE" ]] && log_error "Restore cancelled"
+
+read -p "Type 'RESTORE' again to confirm (2/3): " confirm2
+[[ "$confirm2" != "RESTORE" ]] && log_error "Restore cancelled"
+
+read -p "Type 'RESTORE' one more time to confirm (3/3): " confirm3
+[[ "$confirm3" != "RESTORE" ]] && log_error "Restore cancelled"
+
+log_warn "Proceeding with restore..."
+
+# 1. Stop services
+log_info "Stopping services..."
+docker-compose down
+
+# 2. Backup current data (safety copy)
+log_info "Creating safety backup of current data..."
+mkdir -p data/backups_before_restore
+tar -czf "data/backups_before_restore/backup-before-restore-$(date +%s).tar.gz" \
+    data/inventory.db data/inventory.db-* 2>/dev/null || true
+
+# 3. Extract backup
+log_info "Extracting backup..."
+tar -xzf "$BACKUP_FILE" -C . || log_error "Backup extraction failed"
+
+# 4. Verify essential files
+log_info "Verifying restored files..."
+[[ -f "data/inventory.db" ]] || log_error "Database not found in backup"
+[[ -f "inventory.env" ]] || log_error "inventory.env not found in backup"
+
+# 5. Restart services
+log_info "Restarting services..."
+docker-compose up -d
+
+# 6. Wait for health
+log_info "Waiting for services to be healthy..."
+max_attempts=30
+attempt=0
+while [[ $attempt -lt $max_attempts ]]; do
+  if curl -sf "http://localhost:8000/health" > /dev/null 2>&1; then
+    log_info "Services healthy!"
+    break
+  fi
+  attempt=$((attempt + 1))
+  sleep 2
+done
+
+if [[ $attempt -eq $max_attempts ]]; then
+  log_warn "Services did not become healthy within 60 seconds"
+  docker-compose logs backend
+  exit 1
+fi
+
+# 7. Validation tests (if requested)
+if [[ "$VALIDATE" == "--validate" ]]; then
+  log_info "Running validation tests..."
+  
+  # Test 1: Database accessible
+  DB_ITEMS=$(docker-compose exec backend sqlite3 /app/data/inventory.db \
+    "SELECT COUNT(*) FROM items" 2>/dev/null || echo "0")
+  log_info "✓ Database has $DB_ITEMS items"
+  
+  # Test 2: API responsive
+  if curl -sf "http://localhost:8000/health" > /dev/null; then
+    log_info "✓ API health check passed"
+  else
+    log_error "API health check failed"
+  fi
+  
+  # Test 3: Frontend loads
+  if curl -sf "http://localhost:3000" > /dev/null 2>&1; then
+    log_info "✓ Frontend loads"
+  else
+    log_warn "⚠ Frontend check failed (normal on first startup)"
+  fi
+fi
+
+log_info "Restore complete!"
+log_warn "Remember to verify data in the application before returning to production"
+```
+
+**Acceptance Criteria**:
+- [ ] Prompts for triple confirmation
+- [ ] Creates safety backup before restore
+- [ ] Extracts tarball with proper permissions
+- [ ] Validates essential files present
+- [ ] Restarts all services
+- [ ] Optional validation tests (DB count, API health, frontend)
+- [ ] Clear error messages on failure
+
+**Testing**:
+```bash
+chmod +x scripts/restore.sh
+# Create a backup first
+./scripts/backup.sh
+# Simulate data corruption
+rm data/inventory.db
+# Restore and validate
+./scripts/restore.sh backups/inventory-*.tar.gz --validate
+# Verify data returned
+```
+
+---
+
+### Task 3: Cron Job Configuration
+**File**: `config/backup-cron.sh` (new, ~50 lines)  
+**Status**: Ready  
+**Description**: Setup automated daily/weekly backups via cron
+
+**Content** (~50 lines):
+```bash
+#!/bin/bash
+# Phase 6, Plan 3, Task 3: Install Cron Jobs
+# Run with: sudo bash config/backup-cron.sh
+
+DEPLOY_DIR=$(pwd)
+CRON_SCHEDULE_DAILY="0 2 * * *"  # 2 AM every day
+CRON_SCHEDULE_WEEKLY="0 3 * * 0" # 3 AM every Sunday
+
+# Check if running with sudo
+if [[ $EUID -ne 0 ]]; then
+  echo "This script must be run with sudo"
+  exit 1
+fi
+
+echo "Installing cron jobs for automated backups..."
+
+# Install daily backup
+(crontab -l 2>/dev/null | grep -v "inventory backup"; \
+  echo "$CRON_SCHEDULE_DAILY cd $DEPLOY_DIR && bash scripts/backup.sh daily >> logs/backup-daily.log 2>&1") | \
+  crontab -
+
+# Install weekly backup
+(crontab -l 2>/dev/null | grep -v "inventory backup"; \
+  echo "$CRON_SCHEDULE_WEEKLY cd $DEPLOY_DIR && bash scripts/backup.sh weekly 90 >> logs/backup-weekly.log 2>&1") | \
+  crontab -
+
+echo "✓ Cron jobs installed"
+echo "  Daily backup: $CRON_SCHEDULE_DAILY (retention: 30 days)"
+echo "  Weekly backup: $CRON_SCHEDULE_WEEKLY (retention: 90 days)"
+echo ""
+echo "View active cron jobs:"
+crontab -l | grep backup
+```
+
+**Acceptance Criteria**:
+- [ ] Installs daily and weekly cron jobs
+- [ ] Logs to files for audit trail
+- [ ] Daily retention 30 days, weekly 90 days
+- [ ] Can be installed/uninstalled without manual edits
+- [ ] Works on Ubuntu 22.04+
+
+**Testing**:
+```bash
+sudo bash config/backup-cron.sh
+# Verify installation
+sudo crontab -l | grep backup
+# Simulate a run
+cd /path/to/tfm-inventory && bash scripts/backup.sh daily
+```
+
+---
+
+### Task 4: Operational Runbook
+**File**: `docs/OPERATIONAL_RUNBOOK.md` (new, ~200 lines)  
+**Status**: Ready  
+**Description**: Step-by-step procedures for ops teams
+
+**Content** (~200 lines):
+```markdown
+# Operational Runbook
+
+**Audience**: Systems operators, site managers, DevOps teams  
+**Target**: Minimal training required; step-by-step procedures
+
+---
+
+## 1. Initial Deployment
+
+### Requirements
+- Ubuntu 22.04 LTS or similar
+- Docker, Docker Compose installed
+- 2GB RAM, 10GB disk (recommended: 4GB/50GB for production)
+- Internet access (first-time setup only)
+
+### Steps
+
+1. **Clone repository**
+   ```bash
+   git clone <repo_url> /opt/tfm-inventory
+   cd /opt/tfm-inventory
+   ```
+
+2. **Configure environment**
+   ```bash
+   cp inventory.env.template inventory.env
+   # Edit inventory.env with your settings:
+   # - BACKEND_PORT, FRONTEND_PORT
+   # - JWT_SECRET_KEY (generate: openssl rand -hex 32)
+   # - AI settings (Gemini/Claude API keys)
+   # - LDAP settings (if using enterprise auth)
+   ```
+
+3. **Deploy**
+   ```bash
+   chmod +x deploy.sh
+   ./deploy.sh production
+   ```
+
+4. **Verify**
+   - Frontend: http://your-server:3000
+   - Backend API: http://your-server:8000
+   - API Docs: http://your-server:8000/docs
+
+5. **Create admin user**
+   ```bash
+   docker-compose exec backend python -c "
+   from backend.db import SessionLocal, User
+   db = SessionLocal()
+   user = User(username='admin', hashed_password='...', is_admin=True)
+   db.add(user)
+   db.commit()
+   "
+   ```
+
+---
+
+## 2. Daily Operations
+
+### Health Checks (Daily)
+
+```bash
+# Check all services
+docker-compose ps
+# Expected: All services "Up"
+
+# Check API health
+curl http://localhost:8000/health
+
+# Check database size
+du -h data/inventory.db
+
+# Check logs for errors
+docker-compose logs | grep ERROR
+```
+
+### Backup (Automated)
+
+```bash
+# Verify automatic backup ran
+ls -lh backups/ | head -1
+
+# Manual backup (if needed)
+./scripts/backup.sh manual
+
+# View backup schedule
+sudo crontab -l | grep backup
+```
+
+### Monitoring
+
+```bash
+# Real-time logs
+docker-compose logs -f
+
+# Backend performance
+docker stats --no-stream | grep backend
+
+# Database status
+docker-compose exec backend sqlite3 /app/data/inventory.db \
+  "SELECT COUNT(*) as item_count, SUM(quantity) as total_qty FROM items;"
+```
+
+---
+
+## 3. Troubleshooting
+
+### Service won't start
+
+```bash
+# Check Docker daemon
+docker ps
+
+# Check port conflicts
+netstat -tuln | grep 8000
+
+# View service logs
+docker-compose logs backend
+docker-compose logs frontend
+docker-compose logs proxy
+```
+
+### High CPU/Memory
+
+```bash
+# Identify container
+docker stats
+
+# Restart container
+docker-compose restart backend
+
+# Check for slow queries
+docker-compose logs backend | grep "slow query"
+```
+
+### Database locked
+
+```bash
+# Restart backend
+docker-compose restart backend
+
+# Check WAL mode status
+docker-compose exec backend sqlite3 /app/data/inventory.db "PRAGMA journal_mode;"
+```
+
+### HTTPS Certificate issues
+
+```bash
+# Certificates regenerated automatically
+# If issues persist:
+rm -rf data/caddy_*
+docker-compose restart proxy
+# Wait 30 seconds for new certs
+```
+
+---
+
+## 4. Scaling Operations
+
+### Adding Users (5+ concurrent)
+
+Currently configured and tested for 5 concurrent users safely.
+
+To support more users:
+1. Increase backend memory: Edit docker-compose.yml
+   ```yaml
+   backend:
+     mem_limit: 4g
+   ```
+
+2. Increase database connections:
+   ```bash
+   docker-compose exec backend \
+     python -c "import backend.config; print(backend.config.DB_POOL_SIZE)"
+   ```
+
+3. Add read replicas (if needed, v3 feature)
+
+### Database Growth (10K+ items)
+
+As database grows beyond 10K items:
+1. Monitor query performance: `PRAGMA optimize;`
+2. Create indexes on frequently searched columns
+3. Vacuum database: `VACUUM;`
+
+---
+
+## 5. Backup & Restore
+
+### Automated Backups
+
+```bash
+# Cron jobs run automatically
+# Daily: 2 AM, retention 30 days
+# Weekly: 3 AM Sundays, retention 90 days
+
+# Verify cron installation
+sudo bash config/backup-cron.sh
+
+# View backup history
+ls -lh backups/
+```
+
+### Manual Restore
+
+```bash
+# List available backups
+ls backups/
+
+# Restore specific backup
+./scripts/restore.sh backups/inventory-2026-04-22_14-30-15.tar.gz
+
+# Validate data after restore
+curl http://localhost:8000/health
+```
+
+**RTO (Recovery Time Objective)**: <10 minutes  
+**RPO (Recovery Point Objective)**: 1 day (daily backup)
+
+---
+
+## 6. Disaster Recovery
+
+### Complete System Failure
+
+1. **Restore on new server**
+   ```bash
+   # Fresh Ubuntu 22.04
+   sudo apt-get update && sudo apt-get install -y docker.io docker-compose
+   git clone <repo> /opt/tfm-inventory
+   cd /opt/tfm-inventory
+   ./scripts/restore.sh backups/latest.tar.gz --validate
+   ```
+
+2. **Verify data integrity**
+   ```bash
+   curl http://localhost:8000/health
+   # Check item count in database
+   ```
+
+3. **Return to production**
+   - Update DNS/load balancer
+   - Notify users
+
+### Data Corruption
+
+1. **Investigate**
+   ```bash
+   docker-compose exec backend python -c "
+   import sqlite3
+   db = sqlite3.connect('/app/data/inventory.db')
+   # Run integrity check
+   print(db.execute('PRAGMA integrity_check').fetchall())
+   "
+   ```
+
+2. **If corrupted**
+   - Restore from last backup: `./scripts/restore.sh backups/latest.tar.gz`
+   - Notify affected users of recovery
+
+---
+
+## 7. Updates & Upgrades
+
+### Patch Update (v1.14.x → v1.14.y)
+
+```bash
+# Backup first
+./scripts/backup.sh manual
+
+# Pull latest code
+git pull origin main
+
+# Rebuild and restart
+./deploy.sh production --rebuild
+
+# Verify
+curl http://localhost:8000/health
+```
+
+### Major Update (v1.x → v2.x)
+
+```bash
+# Create backup before proceeding
+./scripts/backup.sh manual
+
+# Review CHANGELOG for breaking changes
+cat CHANGELOG.md | grep "v2.0"
+
+# Follow upgrade guide
+cat docs/UPGRADE_GUIDE.md
+
+# Test in staging first
+./scripts/restore.sh backups/production.tar.gz
+# (Test on staging environment)
+
+# Proceed to production
+git checkout v2.0
+./deploy.sh production --rebuild
+```
+
+---
+
+## 8. Emergency Contacts
+
+- Developer Support: dev@example.com
+- Infrastructure: ops@example.com
+- 24/7 On-call: [contact info]
+
+---
+
+**Last Updated**: 2026-04-22  
+**Version**: 1.0  
+**Maintainer**: Operations Team
+```
+
+**Acceptance Criteria**:
+- [ ] Covers full deployment lifecycle
+- [ ] Health check procedures documented
+- [ ] Troubleshooting section covers common issues
+- [ ] Scaling guidance clear
+- [ ] Backup/restore procedures step-by-step
+- [ ] Written for non-technical audience
+- [ ] Emergency contacts and escalation paths
+
+---
+
+### Task 5: Health Monitoring Checklist
+**File**: `docs/HEALTH_MONITORING_CHECKLIST.md` (new, ~80 lines)  
+**Status**: Ready  
+**Description**: Daily/weekly health checks for ops teams
+
+**Content** (~80 lines):
+```markdown
+# Health Monitoring Checklist
+
+Use this checklist for daily/weekly health reviews.
+
+## Daily (5 minutes)
+
+- [ ] All services running: `docker-compose ps`
+  - Expected: backend, frontend, proxy all "Up"
+- [ ] API responsive: `curl http://localhost:8000/health`
+  - Expected: 200 OK, response <100ms
+- [ ] Frontend loads: `curl http://localhost:3000/`
+  - Expected: 200 OK
+- [ ] Recent errors in logs: `docker-compose logs | grep ERROR | tail -5`
+  - Action: Investigate any ERROR-level logs
+- [ ] Database accessible: `docker-compose exec backend sqlite3 /app/data/inventory.db "SELECT COUNT(*) FROM items;"`
+  - Action: If fails, restart backend
+
+## Weekly (15 minutes)
+
+- [ ] Backup completed: `ls -lh backups/ | head -1`
+  - Check timestamp is within last 24 hours
+- [ ] Disk usage: `du -sh data/ config/ backups/`
+  - Expected: data/ <5GB, backups/ <10GB (5 weeks @ 2GB/week)
+  - Action: If backups >10GB, verify cron retention is set correctly
+- [ ] Database size: `docker-compose exec backend sqlite3 /app/data/inventory.db "SELECT page_count * page_size / (1024*1024) FROM pragma_page_count(), pragma_page_size();"`
+  - Action: If >1GB, consider optimization
+- [ ] Service resource usage: `docker stats --no-stream`
+  - Expected: backend <70% CPU, <500MB RAM
+  - Action: If exceeds, investigate slow queries
+- [ ] Restore test: `./scripts/backup.sh manual`
+  - Action: Run monthly
+- [ ] Update check: `git status`
+  - Action: Review available updates
+
+## Monthly (30 minutes)
+
+- [ ] Restore from backup test
+  ```bash
+  # On staging environment
+  ./scripts/restore.sh backups/latest.tar.gz --validate
+  ```
+  - Action: Confirm zero data loss, all services healthy
+- [ ] Scaling capacity review
+  - Current: 5 concurrent users stable
+  - Growing to 10+? See OPERATIONAL_RUNBOOK.md scaling section
+- [ ] Security audit
+  - [ ] JWT_SECRET_KEY still secure
+  - [ ] LDAP credentials (if used) still valid
+  - [ ] API logs show no unauthorized access attempts
+- [ ] Documentation review
+  - [ ] Runbooks match current deployment
+  - [ ] Troubleshooting section covers recent issues
+
+## Alert Thresholds
+
+| Metric | Warning | Critical | Action |
+|--------|---------|----------|--------|
+| CPU (backend) | >50% | >70% | Restart, investigate slow queries |
+| Memory (backend) | >400MB | >600MB | Restart, check for memory leak |
+| Disk (backups) | >10GB | >15GB | Delete old backups, increase retention |
+| API response (p95) | >500ms | >1s | Check slow query logs |
+| Backup age | >36 hours | >48 hours | Check cron, manual run required |
+| Database locked | 1 event/week | 5+ events/week | Investigate, may need upgrade |
+
+## Quick Troubleshooting
+
+**Service down**
+→ Check: `docker-compose ps` → `docker-compose logs SERVICE_NAME` → `docker-compose restart SERVICE_NAME`
+
+**Slow responses**
+→ Check: `docker stats` → `docker-compose logs backend | grep "slow"` → Consider vertical scaling
+
+**Database locked**
+→ Restart backend: `docker-compose restart backend`
+
+**Out of disk space**
+→ Check: `du -sh data/ backups/` → Clean old backups → Extend volume
+
+---
+
+**Print and post near server, or set email reminders for weekly checks.**
+```
+
+**Acceptance Criteria**:
+- [ ] Daily checklist <5 minutes
+- [ ] Weekly checklist <15 minutes
+- [ ] Monthly procedure <30 minutes
+- [ ] Alert thresholds with clear actions
+- [ ] Troubleshooting linked to runbook
+
+---
+
+### Task 6: Disaster Recovery Plan
+**File**: `docs/DISASTER_RECOVERY_PLAN.md` (new, ~100 lines)  
+**Status**: Ready  
+**Description**: Procedures for worst-case failure scenarios
+
+**Content** (~100 lines):
+```markdown
+# Disaster Recovery Plan
+
+**Objective**: Restore production service within 10 minutes and zero data loss.
+
+---
+
+## Scenarios & Procedures
+
+### Scenario 1: Database Corrupted
+
+**Detection**: Integrity check fails or data unexpectedly missing
+
+**Recovery Steps**:
+1. `docker-compose down`
+2. `./scripts/restore.sh backups/latest.tar.gz --validate`
+3. `docker-compose up -d`
+4. Run integrity check: `PRAGMA integrity_check;`
+5. Notify users if data loss (max 1 day, in-flight transactions)
+
+**RTO**: <10 minutes  
+**RPO**: 1 day
+
+---
+
+### Scenario 2: Complete System Failure (Hardware)
+
+**Detection**: Server doesn't boot or network card failed
+
+**Recovery Steps**:
+1. Provision new Ubuntu 22.04 LTS server (same specs)
+2. `git clone <repo>` and `cd /opt/tfm-inventory`
+3. Restore: `./scripts/restore.sh /path/to/backup.tar.gz --validate`
+4. Update DNS/load balancer to new server IP
+5. Verify: All services healthy, data present, users can login
+
+**RTO**: <30 minutes (depends on provisioning)  
+**RPO**: 1 day
+
+---
+
+### Scenario 3: Data Center Failure
+
+**Detection**: Entire data center unreachable
+
+**Recovery Steps**:
+1. **Activate secondary site** (if available) or failover to cloud
+2. Clone repository on new server
+3. Restore latest backup: `./scripts/restore.sh backup.tar.gz --validate`
+4. Update DNS to new location
+5. Notify users of 1-day recovery (latest backup)
+
+**RTO**: 30-60 minutes (depends on secondary readiness)  
+**RPO**: 1 day
+
+---
+
+## Regular Testing
+
+### Monthly Backup Test
+
+```bash
+# Run on staging environment
+./scripts/restore.sh backups/production-latest.tar.gz --validate
+
+# Checklist:
+- [ ] Restore completes without errors
+- [ ] All services start correctly
+- [ ] Database passes integrity check
+- [ ] 10K+ items present (sanity check)
+- [ ] API responds at /health
+- [ ] Frontend loads
+```
+
+### Quarterly Full Failover Drill
+
+1. Provision new server with same specs as production
+2. Restore full backup
+3. Run through daily health checks
+4. Simulate 5 concurrent users
+5. Document any issues and update this plan
+
+---
+
+## Prevention
+
+| Prevention | Implementation |
+|-----------|-----------------|
+| Offsite backups | Upload weekly backup to S3/cloud storage |
+| Multiple AZs | Deploy secondary in different region (future) |
+| Monitoring | Alert on service restart, high CPU, disk full |
+| Testing | Monthly restore test, quarterly failover drill |
+
+---
+
+## Success Criteria
+
+- [ ] Restore completes in <10 minutes
+- [ ] Zero data loss (1-day RPO acceptable)
+- [ ] All services healthy post-restore
+- [ ] Users can login and access data
+- [ ] Monthly test succeeds 100%
+
+---
+
+**Last Updated**: 2026-04-22  
+**Next Review**: 2026-05-22  
+**Owner**: Operations Team
+```
+
+**Acceptance Criteria**:
+- [ ] Covers 3+ failure scenarios
+- [ ] Clear step-by-step recovery procedures
+- [ ] RTO/RPO documented
+- [ ] Regular testing schedule
+- [ ] Prevention measures listed
+
+---
+
+### Task 7: Documentation Integration & Sign-Off
+**File**: `docs/README_OPERATIONS.md` (new, ~70 lines)  
+**Status**: Ready  
+**Description**: Index and integration guide for all operational docs
+
+**Content** (~70 lines):
+```markdown
+# Operations Documentation Index
+
+This directory contains everything needed to operate TFM aInventory in production.
+
+## Quick Links
+
+| Document | Purpose | Audience | Time |
+|----------|---------|----------|------|
+| [DEPLOYMENT_QUICKSTART.md](DEPLOYMENT_QUICKSTART.md) | First-time setup | DevOps/SysAdmin | 5 min |
+| [OPERATIONAL_RUNBOOK.md](OPERATIONAL_RUNBOOK.md) | Daily/weekly tasks | Operations team | 5-30 min |
+| [HEALTH_MONITORING_CHECKLIST.md](HEALTH_MONITORING_CHECKLIST.md) | Health checks | Site manager | 5 min (daily) |
+| [DISASTER_RECOVERY_PLAN.md](DISASTER_RECOVERY_PLAN.md) | Failure recovery | Operations lead | 10 min |
+| [PERFORMANCE_BASELINE.md](../PERFORMANCE_BASELINE.md) | System capacity | DevOps | 10 min |
+| [LOAD_TEST_GUIDE.md](LOAD_TEST_GUIDE.md) | Performance testing | QA/DevOps | 30 min |
+
+## Typical Workflows
+
+### New Deployment
+1. Read: DEPLOYMENT_QUICKSTART.md
+2. Run: `./deploy.sh production`
+3. Setup: Cron jobs via `config/backup-cron.sh`
+
+### Daily Operations
+1. Print/review: HEALTH_MONITORING_CHECKLIST.md
+2. Run daily checks (5 min)
+3. Review logs: `docker-compose logs | grep ERROR`
+
+### Emergency Incident
+1. Consult: DISASTER_RECOVERY_PLAN.md
+2. Follow recovery steps for scenario
+3. Run validation tests
+4. Notify stakeholders
+
+### Capacity Planning
+1. Review: PERFORMANCE_BASELINE.md
+2. Run: LOAD_TEST_GUIDE.md monthly
+3. Track trends vs. baseline
+4. Plan scaling 30 days in advance
+
+---
+
+## Operational Metrics
+
+**Current Capacity**: 5 concurrent users, 10K items stable  
+**System Specs**: 2GB RAM, 10GB disk (recommended: 4GB/50GB)  
+**RTO (Recovery Time)**: <10 minutes  
+**RPO (Recovery Point)**: 1 day (daily backups)  
+**Backup Retention**: 30 days (daily), 90 days (weekly)  
+
+## Support & Escalation
+
+- Developer issues: dev@example.com
+- Operational incidents: ops@example.com
+- 24/7 on-call: [phone number]
+
+---
+
+**Last Updated**: 2026-04-22  
+**Version**: 1.0.0  
+**Maintained By**: Operations Team  
+**Next Review**: 2026-05-22
+```
+
+**Acceptance Criteria**:
+- [ ] Links to all operational documents
+- [ ] Clear workflow guidance (new deploy, daily ops, emergencies)
+- [ ] Quick reference table with audience and time
+- [ ] Current capacity metrics documented
+- [ ] Support contact information
+
+---
+
+## Dependencies
+
+**Upstream**:
+- Plan 1 (Docker/Deployment) — `deploy.sh` and docker-compose.yml required
+- Plan 2 (Scale Testing) — Baseline metrics inform runbook scaling guidance
+- Phase 5 complete (all features stable)
+
+**Cross-Plan**: None
+
+**Blocked By**: None
+
+---
+
+## Testing Strategy
+
+### Unit Testing (Standalone)
+```bash
+# Test backup
+./scripts/backup.sh manual
+# Verify tarball created and valid
+tar -tzf backups/inventory-*.tar.gz | wc -l  # Should list files
+
+# Test restore on staging
+docker pull $(docker-compose config | grep image)
+docker-compose up -d
+./scripts/restore.sh backups/latest.tar.gz --validate
+```
+
+### Integration Testing
+```bash
+# Full cycle on clean system
+./deploy.sh production
+./scripts/backup.sh manual
+# Corrupt data
+rm data/inventory.db
+# Restore
+./scripts/restore.sh backups/latest.tar.gz --validate
+# Verify data intact
+curl http://localhost:8000/health
+```
+
+### Operational Testing
+```bash
+# Simulate daily health checks
+bash << 'EOF'
+docker-compose ps
+curl http://localhost:8000/health
+docker stats --no-stream
+EOF
+
+# Monthly backup test
+./scripts/backup.sh manual
+# On staging: ./scripts/restore.sh
+```
+
+---
+
+## Success Metrics
+
+- [ ] Backup script creates valid tarballs
+- [ ] Restore recovers full system in <10 minutes
+- [ ] Triple-confirmation prevents accidental restore
+- [ ] Health checklist completes in <5 minutes
+- [ ] Runbook enables new ops to deploy independently
+- [ ] Disaster recovery scenarios tested monthly
+- [ ] Zero data loss in restore validation
+- [ ] All documentation clear and linked
+
+---
+
+## Notes
+
+- Backup strategy: Daily incremental (via DB WAL), weekly full backups
+- Cron jobs require `sudo` to install; runs as root to access all files
+- Restore requires triple confirmation to prevent accidents
+- Operations team should run monthly restore test on staging
+- Documentation reviewed and updated quarterly
+
+---
+
+**Effort Estimate**: 20 hours (2-3 days)  
+**Dependencies**: Plan 1 complete (deploy.sh and docker-compose)  
+**Risk**: Low (documentation + testing, no production code changes)
+
+---
+
+Last updated: 2026-04-22 (Planning Phase)