EPIC-007: Production Deployment

Status: ✅ Complete
Vision Anchor: decision-7-tech-stack
Phase: 0 (Infrastructure)
Duration: 1 week
Dependencies: EPIC-001, EPIC-002, EPIC-003

---

🎯 Objective

Deploy Finance Report application to production environment using Dokploy + vault-init pattern, with independent PostgreSQL and Redis instances.

Target Domain: report.${INTERNAL_DOMAIN} (e.g., report.zitian.party)

Core Architecture:

┌─────────────────────────────────────────────────────────────┐
│                      report.zitian.party                     │
│                    (Frontend + Backend)                      │
└──────────────────────┬──────────────────────────────────────┘
                       │ Traefik
                       ▼
┌─────────────────────────────────────────────────────────────┐
│                   finance_report Project                     │
│  ┌─────────────┐  ┌─────────────┐  ┌─────────────────────┐  │
│  │  PostgreSQL │  │    Redis    │  │   App (BE + FE)     │  │
│  │   (01.pg)   │  │  (02.redis) │  │     (10.app)        │  │
│  └─────────────┘  └─────────────┘  └─────────────────────┘  │
└─────────────────────────────────────────────────────────────┘
                       │
                       ▼
┌─────────────────────────────────────────────────────────────┐
│                   platform (Shared)                          │
│                   MinIO (03.minio)                           │
└─────────────────────────────────────────────────────────────┘

---

👥 Multi-Role Review

Role	Focus	Review Opinion
🏗️ Architect	Isolation	Independent PG/Redis, shared MinIO, vault-init for secrets
💻 Developer	CI/CD	Docker build from apps/, compose orchestration
🔒 Security	Secrets	Vault KV v2, no disk persistence, tmpfs for secrets
🌐 Network	Domain	Single domain for FE+BE, Traefik routing
📋 PM	Scope	Deploy EPIC 1-3 features first

---

✅ Task Checklist

Phase 1: Infrastructure Setup

• [x] Add infra2 as submodule at repo/
• [x] Create repo/finance_report/finance_report/ directory structure
• [x] Create README.md for finance_report layer

Phase 2: Database Layer (01.postgres)

• [x] compose.yaml - PostgreSQL 16 with vault-agent sidecar
• [x] deploy.py - PostgresDeployer class
• [x] shared_tasks.py - Health check tasks
• [x] vault-agent.hcl - Vault agent configuration
• [x] vault-policy.hcl - Vault policy for postgres
• [x] secrets.ctmpl - Secrets template
• [x] README.md - Documentation

Phase 3: Cache Layer (02.redis)

• [x] compose.yaml - Redis with vault-agent sidecar
• [x] deploy.py - RedisDeployer class
• [x] shared_tasks.py - Health check tasks
• [x] vault-agent.hcl - Vault agent configuration
• [x] vault-policy.hcl - Vault policy for redis
• [x] secrets.ctmpl - Secrets template
• [x] README.md - Documentation

Phase 4: Application Layer (10.app)

• [x] compose.yaml - Backend + Frontend with vault-agent sidecar
• [x] deploy.py - AppDeployer class
• [x] shared_tasks.py - Health check tasks
• [x] vault-agent.hcl - Vault agent configuration
• [x] vault-policy.hcl - Vault policy for app
• [x] secrets.ctmpl - Secrets template (DATABASE_URL, REDIS_URL, S3_*, OPENROUTER_API_KEY)
• [x] README.md - Documentation
• [x] Traefik labels for report.${INTERNAL_DOMAIN}

Phase 5: Vault Secrets Setup

• [x] Write secrets to Vault:

  secret/data/finance_report/<env>/postgres
    - POSTGRES_PASSWORD
  secret/data/finance_report/<env>/redis
    - PASSWORD
  secret/data/finance_report/<env>/app
    - DATABASE_URL
    - REDIS_URL
    - S3_ENDPOINT
    - S3_ACCESS_KEY
    - S3_SECRET_KEY
    - S3_BUCKET
    - OPENROUTER_API_KEY
  

• [x] Generate service tokens via invoke vault.setup-tokens

Phase 6: Deployment & Verification

• [x] Deploy postgres: invoke finance_report.postgres.setup
• [x] Deploy redis: invoke finance_report.redis.setup
• [x] Deploy app: invoke finance_report.app.setup
• [x] Verify health checks
• [x] Test https://report.${INTERNAL_DOMAIN}

---

🧪 Test Cases

Test Organization: Tests organized by feature blocks using ACx.y.z numbering. Coverage: See apps/backend/tests/infra/ and scripts/smoke_test.sh

AC7.1: Infrastructure Setup

ID	Requirement	Test Function	File	Priority
AC7.1.1	Infra2 submodule exists	Manual verification	Git	P0
AC7.1.2	Finance_report directory structure	Manual verification	repo/finance_report/	P0
AC7.1.3	README documentation exists	Manual verification	repo/finance_report/finance_report/README.md	P0

AC7.2: Database Layer (PostgreSQL)

ID	Requirement	Test Function	File	Priority
AC7.2.1	PostgreSQL container configured	Manual verification	repo/finance_report/finance_report/01.postgres/compose.yaml	P0
AC7.2.2	Vault-agent sidecar present	Manual verification	repo/finance_report/finance_report/01.postgres/compose.yaml	P0
AC7.2.3	Vault policy for postgres	Manual verification	repo/finance_report/finance_report/01.postgres/vault-policy.hcl	P0
AC7.2.4	Secrets template for postgres	Manual verification	repo/finance_report/finance_report/01.postgres/secrets.ctmpl	P0
AC7.2.5	PostgresDeployer class exists	Manual verification	repo/finance_report/finance_report/01.postgres/deploy.py	P0

AC7.3: Cache Layer (Redis)

ID	Requirement	Test Function	File	Priority
AC7.3.1	Redis container configured	Manual verification	repo/finance_report/finance_report/02.redis/compose.yaml	P0
AC7.3.2	Vault-agent sidecar present	Manual verification	repo/finance_report/finance_report/02.redis/compose.yaml	P0
AC7.3.3	Vault policy for redis	Manual verification	repo/finance_report/finance_report/02.redis/vault-policy.hcl	P0
AC7.3.4	Secrets template for redis	Manual verification	repo/finance_report/finance_report/02.redis/secrets.ctmpl	P0
AC7.3.5	RedisDeployer class exists	Manual verification	repo/finance_report/finance_report/02.redis/deploy.py	P0

AC7.4: Application Layer (Backend + Frontend)

ID	Requirement	Test Function	File	Priority
AC7.4.1	App container configured	Manual verification	repo/finance_report/finance_report/10.app/compose.yaml	P0
AC7.4.2	Vault-agent sidecar present	Manual verification	repo/finance_report/finance_report/10.app/compose.yaml	P0
AC7.4.3	Vault policy for app	Manual verification	repo/finance_report/finance_report/10.app/vault-policy.hcl	P0
AC7.4.4	Secrets template for app	Manual verification	repo/finance_report/finance_report/10.app/secrets.ctmpl	P0
AC7.4.5	Traefik labels for domain	Manual verification	repo/finance_report/finance_report/10.app/compose.yaml	P0
AC7.4.6	AppDeployer class exists	Manual verification	repo/finance_report/finance_report/10.app/deploy.py	P0

AC7.5: Vault Secrets Configuration

ID	Requirement	Test Function	File	Priority
AC7.5.1	DATABASE_URL in Vault	Manual verification	Vault secret path	P0
AC7.5.2	REDIS_URL in Vault	Manual verification	Vault secret path	P0
AC7.5.3	S3_* keys in Vault	Manual verification	Vault secret path	P0
AC7.5.4	OPENROUTER_API_KEY in Vault	Manual verification	Vault secret path	P0
AC7.5.5	Vault tokens generated	Manual verification	invoke vault.setup-tokens	P0

AC7.6: Backend Configuration & Secrets Sync

ID	Requirement	Test Function	File	Priority
AC7.6.1	Config syncs with .env.example	TestConfigContract.test_config_sync_with_env_example	infra/test_config_contract.py	P0
AC7.6.2	Required secrets documented	Manual verification	.env.example	P0

AC7.7: Health Checks

ID	Requirement	Test Function	File	Priority
AC7.7.1	Health endpoint returns 200	test_health_when_all_services_healthy()	infra/test_main.py	P0
AC7.7.2	Health check with services down	test_health_returns_503_on_database_failure(), test_health_fails_when_redis_configured_but_unavailable(), test_health_returns_503_on_s3_failure()	infra/test_main.py	P0

AC7.8: Docker & CI Configuration

ID	Requirement	Test Function	File	Priority
AC7.8.1	Moon CLI available	test_moon_cli_available()	infra/test_ci_config.py	P0
AC7.8.2	Docker compose integrity	test_docker_compose_integrity()	infra/test_ci_config.py	P0
AC7.8.3	Moon project graph valid	test_moon_project_graph()	infra/test_ci_config.py	P0

AC7.9: Must-Have Acceptance Criteria Traceability

ID	Requirement	Test Function	File	Priority
AC7.9.1	PostgreSQL healthy (manual)	invoke finance_report.postgres.status	Infra2 commands	P0
AC7.9.2	Redis healthy (manual)	invoke finance_report.redis.status	Infra2 commands	P0
AC7.9.3	App healthy (manual)	invoke finance_report.app.status	Infra2 commands	P0
AC7.9.4	Domain accessible (manual)	curl https://report.${INTERNAL_DOMAIN}	Smoke tests	P0
AC7.9.5	API functional (manual)	curl https://report.${INTERNAL_DOMAIN}/api/health	Smoke tests	P0
AC7.9.6	Secrets in Vault (manual)	No secrets in Dokploy env vars	Manual verification	P0
AC7.9.7	Backend health endpoint	test_health_when_all_services_healthy()	infra/test_main.py	P0
AC7.9.8	Config contract validation	TestConfigContract class	infra/test_config_contract.py	P0

Traceability Result: - Total AC IDs: 33 - Requirements converted to AC IDs: 100% (EPIC-007 checklist + must-have standards) - Requirements with implemented test references: 70% (30% manual verification required) - Test files: 3 - Note: Many deployment tasks are verified manually via Infra2 commands and smoke tests

---

📏 Acceptance Criteria

🟢 Must Have

Standard	Verification	Weight
PostgreSQL healthy	invoke finance_report.postgres.status returns OK	🔴 Critical
Redis healthy	invoke finance_report.redis.status returns OK	🔴 Critical
App healthy	invoke finance_report.app.status returns OK	🔴 Critical
Domain accessible	curl https://report.${INTERNAL_DOMAIN} returns 200	🔴 Critical
API functional	curl https://report.${INTERNAL_DOMAIN}/api/health returns OK	🔴 Critical
Secrets in Vault	No secrets in Dokploy env vars or disk	Required

🌟 Nice to Have

Standard	Verification	Status
Database backup automation	Scheduled pg_dump	⏳
Monitoring integration	SigNoz traces	⏳
Auto-scaling	Resource limits tuning	⏳

🚫 Not Acceptable Signals

• Secrets exposed in environment variables
• Database connection failures
• Frontend cannot reach backend API
• SSL certificate errors

---

📚 SSOT References

• Infra2 AGENTS.md - AI behavior guidelines
• platform.domain.md - Domain routing rules
• bootstrap.vars_and_secrets.md - Secrets management
• db.vault-integration.md - Vault integration pattern

---

🔗 Deliverables

• [x] repo/finance_report/finance_report/README.md
• [x] repo/finance_report/finance_report/01.postgres/ (full deploy structure)
• [x] repo/finance_report/finance_report/02.redis/ (full deploy structure)
• [x] repo/finance_report/finance_report/10.app/ (full deploy structure)
• [x] Update repo/finance_report/README.md (if exists)
• [x] Link to Infra-009 in infra2 docs

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🔗 Related Projects

• Infra2 Reference: Infra-009.finance_report_deploy.md

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📅 Timeline

Phase	Content	Estimated Hours
Phase 1	Infrastructure setup	1h
Phase 2	PostgreSQL deployment	2h
Phase 3	Redis deployment	1h
Phase 4	App deployment	3h
Phase 5	Vault secrets	1h
Phase 6	Verification	2h

Total estimate: 10 hours (1 week buffer)

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📝 Change Log

Date	Change
2026-01-10	Project created, submodule added
2026-01-27	All phases completed, production deployment verified