Phase 6 comprehensive plans ready for execution: Plan 1: Docker Containerization & Deployment Automation (6 tasks) - Enhance backend/frontend Dockerfiles with health checks - Create deploy.sh for single-command deployment - Environment automation and validation - Quick start guide and troubleshooting docs Plan 2: Scale Testing & Performance Optimization (6 tasks) - Locust-based load testing framework (5 concurrent users) - Database seeding (10K items with realistic data) - Metrics collection (CPU, memory, response times) - Performance baseline establishment and SLO documentation - Health check monitoring automation - Load test execution guide Plan 3: Backup/Restore & Operational Runbook (7 tasks) - Automated backup script (daily/weekly with retention) - Restore validation and disaster recovery procedures - Cron job configuration for scheduled backups - Comprehensive operational runbook (deployment, scaling, troubleshooting) - Health monitoring checklist (daily/weekly/monthly) - Disaster recovery plan (3+ scenarios, <10min RTO) - Operations documentation index and integration guide Context document summarizes: - Phase goal: Production-ready multi-site deployment - Key decisions: Docker strategy, automation scope, scale limits - Upstream dependencies: Phase 5 complete - Success criteria: Single-command deploy, 10K items + 5 users <2s latency - Backup strategy: Daily incremental, weekly full (30/90 day retention) All plans include: - Detailed task breakdowns (5-7 per plan) - Acceptance criteria and testing procedures - Dependencies and blockers - Effort estimates and risk assessment - Success metrics and monitoring guidance Ready for execution phase (estimated 4-5 weeks total).
6.9 KiB
6.9 KiB
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:
- Containerization — Reliable Docker/Compose setup for rapid multi-site rollout
- Automation — Single-command deployment (environment agnostic)
- Scale validation — Prove system handles 10K items + 5 concurrent users without degradation
- Performance tuning — Identify and fix bottlenecks revealed by load testing
- 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
.envoverrides 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.shdeploys 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
- SQLite single-writer limitation — No true concurrent writes; acceptable for 5 users
- Workaround: WAL mode enabled, connection pooling limits contention
- Certificate persistence — Caddy certs need stable volume mount
- Workaround: Use persistent named volumes for
/data/caddy_*
- Workaround: Use persistent named volumes for
- 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)