Daniel Bedeleanu
4b7621fcd1
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).
184 lines
6.9 KiB
Markdown
184 lines
6.9 KiB
Markdown
# Phase 6: Deployment & Scale — Context & Strategic Overview
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**Phase Goal**: Production-ready multi-site deployment with automated setup, scale testing, and operational runbooks.
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**Duration**: 1 month
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**Target Version**: v2.0 stable
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---
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## Phase Overview
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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:
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1. **Containerization** — Reliable Docker/Compose setup for rapid multi-site rollout
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2. **Automation** — Single-command deployment (environment agnostic)
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3. **Scale validation** — Prove system handles 10K items + 5 concurrent users without degradation
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4. **Performance tuning** — Identify and fix bottlenecks revealed by load testing
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5. **Operational readiness** — Backup/restore, disaster recovery, runbook documentation
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---
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## Key Decisions Made During Planning
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### 1. Docker Strategy
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- **Existing**: docker-compose.yml and Dockerfiles already in place (backend/, proxy/)
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- **Gap**: Automated deployment scripts, environment templates, CI/CD hooks
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- **Plan 1 Focus**: Enhance existing Dockerfiles → production-grade, add health checks, optimize layers
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- **Multi-site**: Single docker-compose.yml template with `.env` overrides per site
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### 2. Deployment Automation
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- **Target**: `./deploy.sh` (single entry point) — no manual steps
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- **Scope**: Config validation, DB initialization, certificate generation, health checks
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- **Fallback**: Documented manual steps for troubleshooting
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- **Testing**: Pre-flight checks (port availability, storage, permissions)
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### 3. Scale Testing Approach
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- **Load Profile**: 10K items + 5 concurrent users (realistic field scenario)
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- **Tools**: Locust (Python) for backend load testing, Playwright for frontend workflow
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- **Metrics**: Response time <2s for search/scan, CPU/memory usage, sync reliability
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- **Plan 2 Focus**: Load testing infrastructure + performance baseline + optimization recommendations
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### 4. Backup/Restore Philosophy
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- **Data**: SQLite DB + config files + certificate state
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- **Versioning**: Backup includes timestamp + version number for easy rollback
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- **Testing**: Automated restore test on each backup cycle
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- **Plan 3 Focus**: Backup automation script, restore validation, documented RTO/RPO
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### 5. Operational Documentation
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- **Audience**: Ops teams deploying to new sites; minimal Docker/Python knowledge required
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- **Format**: Runbook style (step-by-step checklists)
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- **Coverage**: Deployment, scaling, troubleshooting, health monitoring, upgrade path
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---
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## Upstream Dependencies
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### Phase 5 Completion Required
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- ✓ Quick Quantity Adjustment feature (UI + API)
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- ✓ Search & Filtering feature (modal + backend)
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- ✓ Export/Reports feature (CSV/Excel + admin UI)
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- ✓ All tests passing (Vitest + Pytest)
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- ✓ No critical bugs in dev branch
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### Existing Infrastructure
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- ✓ docker-compose.yml (3 services: backend, frontend, proxy)
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- ✓ Backend Dockerfile (Python 3.12 + FastAPI)
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- ✓ Frontend Dockerfile (Node.js + Next.js)
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- ✓ Caddy proxy with HTTPS (self-signed certs)
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- ✓ Environment file system (inventory.env)
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---
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## Technical Approach
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### Plan 1: Docker & Deployment Automation (Week 1-2)
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- Refine Dockerfiles (health checks, logging, layer optimization)
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- Create deployment automation script (`deploy.sh`)
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- Environment template with validation
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- Pre-flight checks + error handling
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- Docker Compose enhancements (healthchecks, volumes, networking)
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### Plan 2: Scale Testing & Performance (Week 2-3)
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- Load testing framework (Locust)
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- Database seeding (10K items with realistic categories)
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- Concurrent user simulation (5 users, multiple workflows)
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- Metrics collection (response time, CPU, memory)
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- Bottleneck identification + optimization PR recommendations
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- Health check automation
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### Plan 3: Backup/Restore & Runbook (Week 3-4)
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- Backup automation script (daily/weekly cycles)
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- Restore validation + testing
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- Runbook documentation (deployment, scaling, troubleshooting)
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- Disaster recovery procedures
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- Health monitoring guidelines
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---
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## Success Criteria
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### Deployment Automation
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- [ ] `./deploy.sh` deploys full stack in <5 minutes
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- [ ] Automatic DB initialization on first run
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- [ ] Health checks confirm all services running
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- [ ] Env validation prevents misconfiguration
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- [ ] Works on clean Ubuntu 22.04+ LTS system
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### Scale Testing
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- [ ] Load test with 10K items + 5 concurrent users completes
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- [ ] Response times stable: search <500ms, scan <1s, sync <2s
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- [ ] CPU usage <70%, memory <2GB during load
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- [ ] Sync reliability 99%+ (no dropped transactions)
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- [ ] Baseline metrics documented for future comparisons
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### Backup/Restore
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- [ ] Backup script creates timestamped archives
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- [ ] Restore fully recovers system state (DB + config)
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- [ ] Zero data loss on restore test
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- [ ] RTO <10 minutes, RPO 1 day (configurable)
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### Documentation
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- [ ] Deployment runbook (step-by-step, no domain knowledge required)
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- [ ] Scaling guide (adding more users, larger DB)
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- [ ] Troubleshooting guide (common issues + solutions)
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- [ ] Health monitoring checklist
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---
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## Testing Strategy
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### Automated Testing
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- Pre-deployment validation (docker build, env checks)
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- Health check validation (all services respond)
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- Scale testing suite (Locust + Playwright)
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- Backup/restore automated tests
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### Manual Testing
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- First-time deployment on fresh VM
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- Multi-site deployment (verify isolation)
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- Failover testing (service restart, data integrity)
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### Success Metrics
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- All automated tests pass
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- Manual deployment completes without human intervention
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- Scale test shows <2s latency at 5 concurrent users
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- Backup/restore cycle succeeds with zero data loss
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---
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## Blockers & Workarounds
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### Known Constraints
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1. **SQLite single-writer limitation** — No true concurrent writes; acceptable for 5 users
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- Workaround: WAL mode enabled, connection pooling limits contention
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2. **Certificate persistence** — Caddy certs need stable volume mount
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- Workaround: Use persistent named volumes for `/data/caddy_*`
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3. **Environment variability** — Different orgs may have different network configs
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- Workaround: Pre-flight checks validate critical assumptions (ports, storage)
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### Potential Issues
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- Docker daemon availability (some restricted environments)
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- HTTPS certificate warnings on first-time access
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- Network isolation (VPN/Tailscale may affect CORS detection)
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---
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## Execution Checklist
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- [ ] Phase 5 complete + all tests passing
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- [ ] Create Phase 6 directory structure
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- [ ] Write 3 PLAN.md files (Deployment, Scale Testing, Backup/Runbook)
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- [ ] Execute Plan 1: Docker + deploy.sh
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- [ ] Execute Plan 2: Load testing + performance baseline
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- [ ] Execute Plan 3: Backup/restore + runbook
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- [ ] Integration testing (full deployment cycle)
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- [ ] Documentation review
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- [ ] Commit all changes with `feat(6): phase 6 planning complete...`
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- [ ] Tag v2.0-rc1 for release candidate validation
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---
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**Last Updated**: 2026-04-22 (Planning Phase)
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