daybook/docs/deployment.md
peter 4a5ea8944b Add generic deployment docs and fix stale references
Adds docs/deployment.md, a platform-agnostic guide (any Linux host with
Docker) built around a git-pull based fast-redeploy workflow, replacing the
Proxmox-specific deploy/proxmox_llm_deploy.md which was also stale (old
`persona` field, single-shared-token model predating multi-user auth).

Also: drops the unused DAYBOOK_API_TOKEN from deploy/env.example, documents
the new DELETE endpoint and capabilities `methods` field in docs/api.md and
docs/agent_quickstart.md, and fixes CLAUDE.md's OpenCode note now that
opencode.json is untracked (machine-specific MCP config).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-01 22:14:34 +01:00

184 lines
5.3 KiB
Markdown

# Deployment
Daybook deploys the same way on any Linux host with Docker: a cloud VM, a home
server, a Proxmox guest, whatever. It runs as a single Docker container
(Gunicorn) with all persistent state — the SQLite database and artifact files —
on a bind-mounted `./data` directory outside the image.
```text
Target host (cloud VM, home server, ...)
Docker Engine
daybook container
/app application code baked into the image
/data persistent volume: db.sqlite3, artifacts_store/
```
## Files In `deploy/`
| File | Purpose |
|---|---|
| `Dockerfile` | Builds the Daybook image. |
| `docker-compose.yml` | Runs Daybook with a persistent `./data:/data` bind mount. |
| `entrypoint.sh` | Runs migrations, collects static files, then starts Gunicorn. |
| `env.example` | Template for deployment environment variables. |
## Prerequisites On The Target Host
- Docker Engine + the Docker Compose plugin
- Git (for the clone-and-pull workflow below)
```bash
docker --version
docker compose version
```
## First-Time Setup
Clone the repo onto the host at a stable path:
```bash
git clone <REPO_URL> /opt/daybook
cd /opt/daybook
```
Create the environment file:
```bash
cp deploy/env.example deploy/.env
```
Generate a secret key:
```bash
python3 -c "import secrets; print('DJANGO_SECRET_KEY=' + secrets.token_urlsafe(50))"
```
Edit `deploy/.env` and set at minimum:
```text
DJANGO_DEBUG=0
DJANGO_SECRET_KEY=<generated-secret>
DJANGO_ALLOWED_HOSTS=<vm-ip-or-dns-name>,localhost,127.0.0.1
DAYBOOK_DATA_DIR=/data
DATABASE_PATH=/data/db.sqlite3
ARTIFACTS_ROOT=/data/artifacts_store
```
There is no shared API token to configure — Daybook uses per-user tokens
(DRF `Token` model) issued from Settings → Account once a user exists. Do not
commit `deploy/.env`.
Create the persistent data directory and bring the stack up:
```bash
mkdir -p deploy/data
docker compose -f deploy/docker-compose.yml up -d --build
```
Create your first login (superuser) so you have something to log in with and
a personal API token to post through:
```bash
docker compose -f deploy/docker-compose.yml exec daybook python manage.py createsuperuser
```
## Verify Deployment
```bash
docker compose -f deploy/docker-compose.yml ps
curl -fsS http://127.0.0.1:8000/api/capabilities
```
An unauthenticated capabilities check returns 403 (login/token required) —
that's expected; it confirms the app is up and enforcing auth. Open
`http://<vm-ip>:8000/` in a browser and log in with the superuser you just
created, then grab a personal token from Settings → Account and use it for a
smoke-test post:
```bash
curl -fsS -X POST http://127.0.0.1:8000/api/artifacts \
-H "Authorization: Bearer <your-personal-token>" \
-H "Content-Type: application/json" \
-d '{
"source": "deploy-smoke",
"kind": "markdown",
"title": "Deployment Smoke Test",
"content": "# Deployment Smoke Test\n\nDaybook accepted an artifact."
}'
```
## Fast Redeploys
Once the host has a git clone, shipping a new version is two commands:
```bash
cd /opt/daybook
git pull
docker compose -f deploy/docker-compose.yml up -d --build
```
The entrypoint runs Django migrations on every start, so schema changes are
picked up automatically. `deploy/.env` and `deploy/data/` are untouched by
`git pull` since they aren't tracked in the repo.
## Operational Commands
```bash
docker compose -f deploy/docker-compose.yml logs -f daybook
docker compose -f deploy/docker-compose.yml restart daybook
docker compose -f deploy/docker-compose.yml down
docker compose -f deploy/docker-compose.yml up -d
docker compose -f deploy/docker-compose.yml exec daybook python manage.py check
docker compose -f deploy/docker-compose.yml exec daybook sh
```
## Backup And Restore
Back up `deploy/data/` — it contains the SQLite database and all artifact
files:
```bash
tar -czf daybook-data-$(date +%Y%m%d-%H%M%S).tar.gz -C /opt/daybook/deploy data
```
For a consistent snapshot during heavy writes, stop the container first:
```bash
docker compose -f deploy/docker-compose.yml down
tar -czf daybook-data-$(date +%Y%m%d-%H%M%S).tar.gz -C /opt/daybook/deploy data
docker compose -f deploy/docker-compose.yml up -d
```
To restore: stop Daybook, replace `deploy/data/` with the backup contents,
then start it again.
## Reverse Proxy Notes
If putting Daybook behind Nginx, Caddy, Traefik, or a cloud load balancer:
- Proxy to `http://<vm-ip>:8000`.
- Add the public hostname to `DJANGO_ALLOWED_HOSTS`.
- Terminate TLS at the proxy; keep `DJANGO_DEBUG=0`.
```text
DJANGO_ALLOWED_HOSTS=daybook.example.com,localhost,127.0.0.1
```
## Deployment Checklist
- `deploy/.env` exists with a real (non-placeholder) `DJANGO_SECRET_KEY`.
- `DJANGO_DEBUG=0`.
- `DJANGO_ALLOWED_HOSTS` includes the hostname/IP being used.
- `deploy/data/` exists and persists across `git pull` + rebuild.
- `docker compose -f deploy/docker-compose.yml ps` shows `daybook` healthy.
- `curl -fsS http://127.0.0.1:8000/api/capabilities` returns 403 without auth,
200 with a valid token or session.
- At least one superuser exists (`manage.py createsuperuser`) with a token
from Settings → Account.
## Known MVP Constraints
- SQLite is used by default — fine for a single-VM self-hosted deployment.
- Per-user ingest tokens; no shared/global token.
- Reader/browser access requires login; feeds are private per user.
- Manual drag/drop upload and content revisions are deferred.