who_need_help/docs/operations.md

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Operations runbook

This runbook describes the commands that are implemented and verified in this repository. It does not claim a production recovery point objective, recovery time objective, retention period, storage capacity, or high-availability model; those values require product policy and measurements from the eventual production environment.

Compose database backup

Create a PostgreSQL 18 custom-format archive, validate its table of contents, and write a SHA-256 manifest:

./scripts/backup-compose.sh

The default destination is the ignored output/backups/ directory. An explicit new destination may be supplied as the only argument. The command refuses to overwrite either an archive or its checksum manifest and writes through temporary files before publishing the final pair. Files and newly created directories are restricted by umask 077.

The archive covers the configured application database. PostgreSQL cluster globals such as roles and tablespaces are not part of pg_dump; deployment credentials and database roles must be provisioned separately from secrets. Local backup files on the same workstation are not an off-site backup.

Encrypted local S3-compatible backup drill

The isolated load project can run a complete encrypted Restic/MinIO drill:

./scripts/load-stack-up.sh
./scripts/backup-s3-drill.sh local-encrypted-backup

The script refuses the staging Compose project and validates the project and service labels of every pre-existing container in its scope. On first use, scripts/ensure-local-load-env.sh generates independent random MinIO and Restic credentials in ignored .env.load and restricts that file to mode 0600. MinIO publishes Docker-assigned ports only on 127.0.0.1; the observed API and console URLs are printed after a successful run.

The backup tool combines the matching PostgreSQL 18 client with pinned Restic rebuilt on Go 1.26.5. MinIO server and client are also rebuilt as non-root Alpine images from checksum-pinned upstream source commits with the exact dependency updates recorded in Dockerfile.minio. The quality gate verifies their reported release, commit, Go runtime, configured user, and current HIGH/CRITICAL vulnerability scan. restic backup --stdin-from-command runs a custom-format pg_dump, checks the producer exit status, encrypts the data, and uploads it directly to MinIO. No plaintext database dump is written to the host. The drill then:

  1. runs restic check --read-data;
  2. streams restic dump into pg_restore --list;
  3. restores into a uniquely named database created from template0;
  4. checks tables, current Ecto migrations, PostGIS, and release migration readiness before removing that exact database;
  5. clones and corrupts an isolated repository and requires both check and dump to fail;
  6. stops an exact scoped in-progress backup container only after encrypted objects reach MinIO, requires zero published snapshots, prunes unreferenced packs, and rechecks the repository;
  7. removes and verifies removal of the corruption/interruption buckets and requires source table counts to remain unchanged.

The successful encrypted bucket is deliberately retained in the named local MinIO volume. Non-secret evidence is written under ignored output/backups-s3/<run-label>/; the runtime scratch directory is under ignored tmp/backup-s3/. Use a unique lowercase run label of at most 32 characters. The command refuses to replace an existing retained bucket.

MinIO server and client are AGPLv3. Dockerfile.minio identifies the exact upstream source commits and contains the dependency changes and complete build commands used here. Before distributing or publicly operating modified images, review the license and make the corresponding source available as required; this runbook does not provide legal advice.

This verifies encryption, local S3 protocol use, restore mechanics, and two failure paths on the observed workstation. A MinIO volume on that same workstation is not an off-site backup and does not establish production RPO, RTO, retention, capacity, key custody, object locking, or database HA.

Local external-service boundary drill

Run the OAuth, SMTP, and future push-adapter protocol checks without public credentials, a server, or host-published ports:

./scripts/external-boundaries-run.sh local-boundaries

The script creates a uniquely named Compose project on an internal-only Docker network. It generates independent one-run OAuth and push credentials in an ignored mode-0600 environment file, builds the production release plus a non-root standard-library Python protocol mock, and then verifies:

  1. GitHub-compatible OAuth authorization, PKCE S256, token exchange, normalized user lookup, state mismatch, provider rejection, one-time-code replay, a fresh flow after a temporary token error, and a token timeout;
  2. SMTP acceptance, permanent recipient rejection without retry, one retry after a temporary greeting failure, a greeting timeout, and the result of submitting the same message twice;
  3. the disabled default push boundary plus HTTP success, permanent rejection, one temporary retry, replay deduplication, and deduplication after an ambiguous timeout using the same idempotency key.

The evidence JSON and mock state contain only counters, booleans, normalized identity fields, and payload digests. The script fails if any generated secret appears in retained evidence. Its trap validates exact Compose labels, removes only that project, volumes and one-run images, and deletes the temporary credential file. Failure logs are retained under the same ignored evidence directory.

This drill uses the application's real Assent/Req and Swoosh/gen_smtp clients, but the provider is local. It therefore verifies the client-side protocol boundary, not GitHub availability or SMTP-provider reliability. SMTP permits duplicate delivery after ambiguous outcomes, so the result explicitly makes no exactly-once claim. The push HTTP adapter is not connected to request, chat, or tracking workflows and is not an FCM or APNs implementation; remote push product integration remains unimplemented.

The implementation follows the configured adapter interfaces and protocol semantics documented by Assent 0.3.1, GitHub OAuth, and SMTP RFC 5321.

Isolated restore drill

Run a real restore into a uniquely named temporary database:

./scripts/restore-drill-compose.sh output/backups/compose-YYYYMMDD-HHMMSS.dump

The drill:

  1. validates the SHA-256 manifest;
  2. validates the archive table of contents;
  3. creates a pristine database from template0;
  4. restores with pg_restore --exit-on-error;
  5. reads every restored public application table and checks the PostGIS library;
  6. runs the current immutable release's migrations and migration-readiness check against only the temporary database;
  7. drops only the temporary drill database and verifies that it is gone.

A trap also attempts to drop the exact temporary database if a check fails. The source application database is never passed to pg_restore, dropdb, a clean operation, or the drill migration runner. The drill intentionally does not compare an older backup's row counts to the live source, because concurrent legitimate writes or a historical archive would make that comparison invalid.

Service checks

docker compose ps
curl --fail http://localhost:4010/healthz/live
curl --fail http://localhost:4010/healthz/ready
./scripts/verify-realtime-cluster.sh compose

live verifies that the web process can serve HTTP. ready additionally runs SELECT 1 through the configured Ecto repository. The cluster probe subscribes on one connected BEAM node and broadcasts from another.

Health checks do not replace alerting, database backups, restore drills, or application-level synthetic checks.

Local failure and rolling-replacement drills

The isolated load project can exercise process crashes, sequential container replacement, and a real Oban retry without touching the normal Compose project:

./scripts/load-stack-up.sh
./scripts/load-resilience-run.sh local-resilience

The resilience script refuses LOAD_PROJECT=who_need_help and verifies the Compose project/service labels of every container before stopping it. It:

  1. continuously calls readiness through the isolated Traefik route;
  2. terminates the BEAM process in one web and one worker container and requires Docker's observed restart count to increase;
  3. removes and replaces each web and worker replica one at a time;
  4. waits for every configured BEAM node, then runs the cross-node PubSub probe;
  5. enqueues a side-effect-free local worker that fails its first Oban attempt and succeeds on its second;
  6. removes that exact Oban row and requires no fixture domain rows to remain.

Traefik's retry middleware is attached to the HTTP and local TLS routers. Its attempt count is an environment input. Traefik retries transport failures and, with the checked configuration, does not opt in to retrying non-idempotent requests. This reduces a stale-backend window; it is not a claim of production availability.

For the project-owned kind cluster, run:

./scripts/kind-rolling-verify.sh local-kind-rollout

That script requires both the kind ownership marker and the control-plane cluster label before invoking rollout restart. It changes only the web and worker Deployment pod templates. It snapshots application-table counts before and after, continuously probes the observed Docker mapping for the chart's NodePort, requires all four old pod UIDs to disappear, waits for the exact BEAM peer count, and verifies cross-node PubSub. PostGIS, its hostPath, the Kubernetes Secret, and the namespace are not recreated.

The rollout timeout, probe interval/timeout/retry count, and cluster-join timeout are experiment inputs. They are not production SLOs or resource requirements.

Protected Prometheus metrics

The web role exposes Prometheus text format at /metrics. It requires the independent METRICS_TOKEN deployment secret:

curl --fail \
  --header "Authorization: Bearer $METRICS_TOKEN" \
  http://localhost:4010/metrics

The endpoint returns 401 without the exact token, disables response caching, and does not put the credential in a URL. The reporter exports cumulative HTTP request and duration, router exception, database query and duration, WebSocket connection, VM memory, and scheduler run-queue metrics. Cumulative durations are integer microseconds because the selected reporter's sum accumulator is integer-based; divide by 1_000_000 in PromQL when seconds are required. Definitions intentionally have no request path, user, request, or event-name labels that could create unbounded cardinality.

Metrics are local to each BEAM process. Discover and scrape every web pod or container as a distinct target and preserve Prometheus's instance label. A request through the load-balanced public route reaches only one replica and is therefore useful as an authorization/smoke check, not as a cluster-wide aggregate.

The isolated load project includes a local observability profile:

./scripts/load-stack-up.sh
./scripts/observability-run.sh local-observability

The run script refuses the staging project, validates every current web container's Compose labels, and writes a file_sd target for each observed internal IP. Prometheus reads the Bearer value from a mode-0600 runtime file, not a tracked config or URL. Its direct request includes the internal X-Forwarded-Proto: https signal required by the application's production SSL rewrite while preserving the target's own instance label.

Prometheus, Alertmanager, and Grafana are pinned by tag and digest. Their host ports default to Docker-assigned values bound only to 127.0.0.1; the run prints the observed URLs. Grafana uses the random admin password generated in ignored .env.load, disables anonymous signup, update checks, suggested plugin installation, and its unused built-in alert engine. The Prometheus datasource and four-panel dashboard are provisioned from tracked files.

The verification stops exactly one scoped load web container. The WhoNeedHelpWebReplicaUnavailable rule is based only on the factual up == 0 result; it is a local failure drill, not an invented latency, capacity, or production SLO threshold. The script requires both firing and resolved webhook payloads from Alertmanager, starts the same container, waits for every direct target, and compares read-only database counts before and after. Evidence is retained in output/observability/ without the metrics or Grafana secrets.

Stop only the monitoring services with:

./scripts/observability-stop.sh

Prometheus/Grafana/Alertmanager retention, production notification destinations, production availability, and measured alert policies remain deployment decisions. In Kubernetes, put the metrics token in existingSecret; configure the external scraper to send it as a Bearer token.

Rollback boundary

The release image is immutable and migrations run as a separate one-shot role. Before a schema rollout, create and restore-test a current backup. Application rollback and database migration rollback are separate decisions: do not run an Ecto down migration merely because an image is rolled back. Inspect the exact migration and compatibility boundary first.

The repository intentionally does not ship an automatic destructive production restore command.