diff --git a/.planning/phases/06-deployment-scale/CONTEXT.md b/.planning/phases/06-deployment-scale/CONTEXT.md index c8f529bc..8e58329b 100644 --- a/.planning/phases/06-deployment-scale/CONTEXT.md +++ b/.planning/phases/06-deployment-scale/CONTEXT.md @@ -1,55 +1,58 @@ -# Phase 6: Deployment & Scale — Context & Strategic Overview +# Phase 6: Docker Deployment — Context & Strategic Overview -**Phase Goal**: Production-ready multi-site deployment with automated setup, scale testing, and operational runbooks. +**Phase Goal**: Production-ready single-instance Docker deployment with automated setup and operational runbooks. -**Duration**: 1 month +**Duration**: 2-3 weeks (simplified scope) **Target Version**: v2.0 stable +**CRITICAL DECISION**: Single-instance deployment (not multi-site). Docker containerization only. No scale testing. + --- ## 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: +Phase 6 delivers containerized deployment for v2.0. 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 +1. **Containerization** — Reliable Docker/Compose setup for reliable deployment +2. **Automation** — Single-command deployment (`./deploy.sh`) +3. **Operational readiness** — Health checks, monitoring, runbook documentation +4. **Documentation** — Clear deployment and troubleshooting guides for operators + +**OUT OF SCOPE**: Scale testing, multi-site federation, performance optimization, multi-instance clustering --- ## Key Decisions Made During Planning -### 1. Docker Strategy +### 1. Docker Strategy (LOCKED) - **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 +- **Gap**: Automated deployment scripts, environment templates, health checks +- **Focus**: Enhance existing Dockerfiles → production-grade, add health checks, optimize layers +- **Deployment Target**: Single-instance Docker Compose (local development + production) -### 2. Deployment Automation +### 2. Deployment Automation (LOCKED) - **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 +### 3. Scale Testing (DEFERRED - NOT IN PHASE 6) +- **Decision**: Application is single-instance. Scale testing (10K items + 5 concurrent users) deferred to v3. +- **Rationale**: Phase 5 delivered core features. Phase 6 focuses on reliable deployment, not load testing. +- **Future**: If multi-instance or multi-site deployment needed later, add scale testing then. -### 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 +### 4. Operational Readiness (LOCKED) +- **Health Checks**: Docker healthchecks on all services +- **Monitoring**: Prometheus-style metrics endpoint (optional, documented) +- **Logging**: Centralized logs via Docker (stdout/stderr) +- **Documentation**: Runbook for deployment, troubleshooting, health monitoring -### 5. Operational Documentation -- **Audience**: Ops teams deploying to new sites; minimal Docker/Python knowledge required +### 5. Operational Documentation (LOCKED) +- **Audience**: Ops teams deploying single-instance setups; minimal Docker/Python knowledge required - **Format**: Runbook style (step-by-step checklists) -- **Coverage**: Deployment, scaling, troubleshooting, health monitoring, upgrade path +- **Coverage**: Deployment, monitoring, troubleshooting, upgrade path +- **OUT OF SCOPE**: Multi-site federation, scaling across instances --- @@ -71,59 +74,49 @@ Phase 6 bridges the gap between fully-featured code (Phases 4.1 + 5) and product --- -## Technical Approach +## Technical Approach (SIMPLIFIED) -### Plan 1: Docker & Deployment Automation (Week 1-2) +### Plan 1: Docker & Deployment Automation (Week 1) - Refine Dockerfiles (health checks, logging, layer optimization) -- Create deployment automation script (`deploy.sh`) -- Environment template with validation +- Create deployment automation script (`./deploy.sh`) +- Environment template with validation (single-instance config) - Pre-flight checks + error handling - Docker Compose enhancements (healthchecks, volumes, networking) +- Health check integration tests -### 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 2: Operational Runbook & Documentation (Week 2-3) +- Deployment runbook (step-by-step, fresh VM scenario) +- Health monitoring checklist (startup, daily, weekly checks) +- Troubleshooting guide (common issues + solutions) +- Upgrade procedure documentation +- Emergency procedures (container restart, data recovery) +- Optional: Prometheus metrics endpoint documentation -### 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 +**Scale Testing Moved to v3 Backlog** — Focus on single-instance reliability instead. --- -## Success Criteria +## Success Criteria (SIMPLIFIED FOR SINGLE-INSTANCE) ### 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 +- [ ] Works on clean Ubuntu 22.04+ LTS system (local Docker) -### 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) +### Operational Documentation +- [ ] Deployment runbook (step-by-step, fresh VM scenario) +- [ ] Health monitoring checklist (startup, daily, weekly) - [ ] Troubleshooting guide (common issues + solutions) -- [ ] Health monitoring checklist +- [ ] Upgrade procedure documented +- [ ] Emergency procedures clear (restart, recovery) + +### Quality Gates +- [ ] All Docker builds succeed with no warnings +- [ ] Health checks pass on fresh deployment +- [ ] All services accessible after deployment +- [ ] Documentation is accurate and complete --- @@ -151,12 +144,12 @@ Phase 6 bridges the gap between fully-featured code (Phases 4.1 + 5) and product ## 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 +1. **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 +2. **Environment variability** — Different deployments may have different network configs - Workaround: Pre-flight checks validate critical assumptions (ports, storage) +3. **Single-instance limitation** — Application designed for single-instance; no clustering + - Accepted constraint for v2 scope ### Potential Issues - Docker daemon availability (some restricted environments) @@ -165,17 +158,16 @@ Phase 6 bridges the gap between fully-featured code (Phases 4.1 + 5) and product --- -## Execution Checklist +## Execution Checklist (UPDATED FOR SINGLE-INSTANCE SCOPE) -- [ ] 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) +- [x] Phase 5 complete + all tests passing +- [x] Create Phase 6 directory structure +- [ ] Update PLAN.md files to match simplified scope (Docker + runbook only) +- [ ] Execute Plan 1: Docker + deploy.sh automation +- [ ] Execute Plan 2: Operational runbook & documentation +- [ ] Integration testing (fresh deployment + health checks) - [ ] Documentation review -- [ ] Commit all changes with `feat(6): phase 6 planning complete...` +- [ ] Commit all changes with `feat(6): phase 6 deployment automation (single-instance)` - [ ] Tag v2.0-rc1 for release candidate validation ---