ledgerdock/doc/operations-and-configuration.md

Operations And Configuration

Runtime Services

docker-compose.yml defines the runtime stack:

• db (Postgres 16, internal network only)
• redis (Redis 7, internal network only, password-protected)
• typesense (Typesense 29, internal network only)
• api (FastAPI backend, host-bound port 8000)
• worker (RQ background worker)
• frontend (Vite UI, host-bound port 5173)

Named Volumes

Persistent volumes:

• db-data
• redis-data
• dcm-storage
• typesense-data

Reset all persisted runtime data:

docker compose down -v

Operational Commands

Start or rebuild stack:

docker compose up --build -d

Stop stack:

docker compose down

Tail logs:

docker compose logs -f

Before running compose, provide required credentials in your shell or project .env file:

export POSTGRES_USER="dcm"
export POSTGRES_PASSWORD="<random-postgres-password>"
export POSTGRES_DB="dcm"
export DATABASE_URL="postgresql+psycopg://<user>:<password>@db:5432/<db>"
export REDIS_PASSWORD="<random-redis-password>"
export REDIS_URL="redis://:<password>@redis:6379/0"
export ADMIN_API_TOKEN="<random-admin-token>"
export USER_API_TOKEN="<random-user-token>"
export APP_SETTINGS_ENCRYPTION_KEY="<random-settings-encryption-key>"
export TYPESENSE_API_KEY="<random-typesense-key>"

Compose fails fast when required credential variables are missing.

Backend Configuration

Settings source:

• Runtime settings class: backend/app/core/config.py
• API settings persistence: backend/app/services/app_settings.py

Key environment variables used by api and worker in compose:

• APP_ENV
• DATABASE_URL
• REDIS_URL
• REDIS_SECURITY_MODE
• REDIS_TLS_MODE
• ALLOW_DEVELOPMENT_ANONYMOUS_USER_ACCESS
• STORAGE_ROOT
• ADMIN_API_TOKEN
• USER_API_TOKEN
• APP_SETTINGS_ENCRYPTION_KEY
• PUBLIC_BASE_URL
• CORS_ORIGINS (API service)
• PROVIDER_BASE_URL_ALLOWLIST
• PROVIDER_BASE_URL_ALLOW_HTTP
• PROVIDER_BASE_URL_ALLOW_PRIVATE_NETWORK
• TYPESENSE_PROTOCOL
• TYPESENSE_HOST
• TYPESENSE_PORT
• TYPESENSE_API_KEY
• TYPESENSE_COLLECTION_NAME

Selected defaults from Settings (backend/app/core/config.py):

• upload_chunk_size = 4194304
• max_upload_files_per_request = 50
• max_upload_file_size_bytes = 26214400
• max_upload_request_size_bytes = 104857600
• max_zip_members = 250
• max_zip_depth = 2
• max_zip_descendants_per_root = 1000
• max_zip_member_uncompressed_bytes = 26214400
• max_zip_total_uncompressed_bytes = 157286400
• max_zip_compression_ratio = 120.0
• max_text_length = 500000
• processing_log_max_document_sessions = 20
• processing_log_max_unbound_entries = 400
• default_openai_model = "gpt-4.1-mini"
• default_openai_timeout_seconds = 45
• default_summary_model = "gpt-4.1-mini"
• default_routing_model = "gpt-4.1-mini"
• typesense_timeout_seconds = 120
• typesense_num_retries = 0

Frontend Configuration

Frontend runtime API target:

• VITE_API_BASE in docker-compose.yml frontend service
• VITE_API_TOKEN in docker-compose.yml frontend service (optional compatibility fallback only)

Frontend API authentication behavior:

• frontend/src/lib/api.ts resolves bearer tokens at request time in this order:
  • custom runtime resolver (setApiTokenResolver)
  • runtime global token (window.__DCM_API_TOKEN__)
  • session token (setRuntimeApiToken)
  • legacy VITE_API_TOKEN fallback
• requests are sent without authorization only when no runtime or fallback token source is available

Frontend container runtime behavior:

• the container runs as non-root node
• /app is owned by node in frontend/Dockerfile so Vite can create runtime temp config files under /app

Frontend local commands:

cd frontend && npm run dev
cd frontend && npm run build
cd frontend && npm run preview

Settings Persistence

Application-level settings managed from the UI are persisted by backend settings service:

• file path: <STORAGE_ROOT>/settings.json
• endpoints: /api/v1/settings, /api/v1/settings/reset, /api/v1/settings/handwriting

Settings include:

• upload defaults
• display options
• processing-log retention options (keep_document_sessions, keep_unbound_entries)
• provider configuration
• OCR, summary, and routing task settings
• predefined paths and tags
• handwriting-style clustering settings

Read sanitization is resilient to corrupt persisted provider rows. If a persisted provider entry fails URL validation, the entry is skipped and defaults are used when no valid provider remains. This prevents unrelated read endpoints from failing due to stale invalid provider data.

Provider API keys are persisted as encrypted payloads (api_key_encrypted) and plaintext api_key values are no longer written to disk.

Retention settings are used by worker cleanup and by POST /api/v1/processing/logs/trim when trim query values are not provided.

Security Controls

• Privileged APIs are token-gated with bearer auth:
  • documents endpoints: user token or admin token
  • settings and processing/logs endpoints: admin token only
• Development environments can allow tokenless user-role access for document/search routes via ALLOW_DEVELOPMENT_ANONYMOUS_USER_ACCESS=true; production remains token-enforced.
• Authentication fails closed when ADMIN_API_TOKEN is not configured and admin access is requested.
• Document preview endpoint blocks inline rendering for script-capable MIME types and forces attachment responses for active content.
• Provider base URLs are validated on settings updates and before outbound model calls:
  • allowlist enforcement (PROVIDER_BASE_URL_ALLOWLIST)
  • scheme restrictions (https by default)
  • local/private-network blocking and per-request DNS revalidation checks for outbound runtime calls, including OCR provider path
• Upload and archive safety guards are enforced:
  • POST /api/v1/documents/upload requires Content-Length and enforces file-count, per-file size, and total request size limits
  • OPTIONS /api/v1/documents/upload CORS preflight is excluded from Content-Length enforcement
  • ZIP member count, per-member uncompressed size, total decompressed size, compression-ratio guards, max depth, and per-root descendant fan-out cap
• Redis queue security checks enforce URL scheme/auth/TLS policy at runtime with production fail-closed defaults.
• Processing logs redact sensitive payload and text fields, and trim endpoints enforce retention caps from runtime config.
• Compose hardening defaults:
  • only api and frontend publish host ports; db, redis, and typesense stay internal-only
  • api, worker, and frontend drop all Linux capabilities and set no-new-privileges
  • backend and frontend containers run as non-root users by default

Validation Checklist

After operational or configuration changes, verify:

• GET /api/v1/health is healthy
• frontend can list, upload, and search documents
• processing worker logs show successful task execution
• settings save or reset works and persists after restart