Add public demo mode with auto-seeding, hourly reset, and Portainer deploy guide

- DEMO_MODE=true env flag: disables password changes and backup endpoints (403),
  exposes GET /demo/status for frontend detection
- Auto-seed on first startup: creates demo user (demo@mymidas.app / demo123)
  with 6 months of transactions, investments, budgets, subscriptions, and tax
  payslips; takes a pg_dump snapshot immediately after for hourly restore
- Hourly reset: resetter Alpine container with cron restores DB from snapshot
  and purges uploaded attachments every hour on the hour
- Frontend: amber demo banner on all pages, login page shows credentials,
  password change disabled with notice, backups section replaced with notice
- demo/ directory: self-contained docker-compose.yml (ports 4001/8091),
  .env.example, reset.sh, and step-by-step Portainer DEPLOY.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
megaproxy 2026-04-23 22:08:24 +00:00
parent afb5e99bb2
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# MyMidas Demo — environment variables
# Copy to .env and fill in every value before deploying.
# ── Encryption ────────────────────────────────────────────────────────────────
# 32-byte hex key for AES-256-GCM field encryption.
# Generate with: python3 -c "import secrets; print(secrets.token_hex(32))"
ENCRYPTION_KEY=
# ── Database ──────────────────────────────────────────────────────────────────
# Strong random password for the demo Postgres user.
DB_PASSWORD=
# ── Redis ─────────────────────────────────────────────────────────────────────
REDIS_PASSWORD=
# ── Environment ───────────────────────────────────────────────────────────────
# Keep as "production" (hides /docs, enforces security headers).
ENVIRONMENT=production

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# MyMidas Demo — Deployment Guide (Portainer)
This guide deploys the public demo instance on a separate server using Portainer Stacks.
**What you get:** a fully seeded MyMidas instance at port 4001, with demo data and an hourly auto-reset. No manual steps after initial deploy.
---
## Prerequisites
- Docker and Portainer installed on the demo server
- SSH or console access to the demo server (for the initial clone and key generation)
- Your reverse proxy pointing a public domain at port `4001` on this server
---
## Step 1 — Clone the repo
On the demo server, clone into your preferred location:
```bash
git clone https://git.rdx4.com/megaproxy/MyMidas.git
cd MyMidas
```
---
## Step 2 — Generate JWT keys
The demo shares the `secrets/` directory with the main app structure. If you've already generated keys on this server you can skip this.
```bash
mkdir -p secrets
openssl genrsa -out secrets/jwt_private.pem 4096
openssl rsa -in secrets/jwt_private.pem -pubout -out secrets/jwt_public.pem
```
---
## Step 3 — Create the demo .env file
```bash
cd demo
cp .env.example .env
```
Open `.env` and fill in the three required values:
| Variable | How to generate |
|---|---|
| `ENCRYPTION_KEY` | `python3 -c "import secrets; print(secrets.token_hex(32))"` |
| `DB_PASSWORD` | Any strong random string |
| `REDIS_PASSWORD` | Any strong random string |
Leave `ENVIRONMENT=production`.
---
## Step 4 — Deploy the stack in Portainer
1. Open Portainer → **Stacks** → **Add stack**
2. Name it `mymidas-demo`
3. Select **Repository** as the build method
4. Set the repository URL to your Gitea URL and branch `main`
5. Set **Compose path** to `demo/docker-compose.yml`
6. Under **Environment variables**, add the four variables from your `.env`:
- `ENCRYPTION_KEY`
- `DB_PASSWORD`
- `REDIS_PASSWORD`
- `ENVIRONMENT` = `production`
7. Click **Deploy the stack**
> **Alternative (upload method):** If you prefer to upload the compose file directly, paste the contents of `demo/docker-compose.yml` into Portainer's web editor and add the environment variables manually.
---
## Step 5 — Wait for first-time seeding
On first startup, the backend will:
1. Run database migrations
2. Detect that `DEMO_MODE=true` and no users exist
3. Seed the full demo dataset (~180 transactions, investments, budgets, tax data)
4. Save a compressed snapshot (`demo_snapshot.sql.gz`) for hourly resets
This takes about 3060 seconds. Watch progress in Portainer → **Containers**`mymidas-demo-backend-1`**Logs**.
You'll see these log lines when ready:
```
demo_seed_complete
demo_snapshot_created
Uvicorn running on http://0.0.0.0:8000
```
---
## Step 6 — Configure your reverse proxy
Point your public domain at `http://<demo-server-ip>:4001`.
The frontend serves the React app and proxies all `/api/` calls to the backend internally — so you only need to expose port `4001`.
**nginx proxy manager example:**
- Scheme: `http`
- Forward hostname/IP: `<demo-server-ip>`
- Forward port: `4001`
- Enable websockets: off
---
## Step 7 — Verify
Open your domain in a browser. You should see the MyMidas login page with a yellow demo credentials banner:
```
Email: demo@mymidas.app
Password: demo123
```
Log in and confirm the data is populated (accounts, transactions, investments, tax page).
---
## Hourly reset
The `resetter` container runs a cron job at the top of every hour that:
1. Restores the database from the snapshot taken on first boot
2. Deletes any files uploaded by demo users
No action needed — it runs automatically. You can check reset logs in Portainer → **Containers**`mymidas-demo-resetter-1`**Logs**.
---
## Updating the demo
When you push code changes to main:
1. In Portainer → **Stacks**`mymidas-demo`**Editor** → **Update the stack**
2. This rebuilds the images and restarts all containers
3. On restart, migrations run automatically; the seed check runs and skips if already seeded (snapshot is preserved on the `demo_snapshot` volume)
> If you want to **force a full re-seed** (e.g. after adding more demo data): in Portainer, delete the `demo_snapshot` volume, then redeploy. The backend will re-seed and take a new snapshot on next startup.
---
## Troubleshooting
| Symptom | Check |
|---|---|
| Blank page / 502 | Backend still starting — wait 60 s and refresh |
| Login fails | Seeding still in progress — check backend logs |
| Data not resetting | Check resetter logs; confirm `demo_snapshot` volume has the `.sql.gz` file |
| "Snapshot not found" in resetter log | Backend may not have finished first-time seed — redeploy backend only |

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services:
backend:
build:
context: ../backend
dockerfile: Dockerfile
target: production
restart: unless-stopped
ports:
- "8091:8000"
environment:
DATABASE_URL: "postgresql+asyncpg://demo_app:${DB_PASSWORD}@postgres:5432/demodb"
REDIS_URL: "redis://:${REDIS_PASSWORD}@redis:6379/0"
ENCRYPTION_KEY: "${ENCRYPTION_KEY}"
BACKUP_PASSPHRASE: "not-used-in-demo"
ENVIRONMENT: "${ENVIRONMENT:-production}"
ALLOW_REGISTRATION: "false"
BASE_CURRENCY: "GBP"
DEMO_MODE: "true"
DEMO_SNAPSHOT_PATH: "/app/demo_snapshot.sql.gz"
volumes:
- ../secrets:/run/secrets:ro
- demo_snapshot:/app/demo_snapshot.sql.gz:rw
- demo_uploads:/app/uploads
depends_on:
postgres:
condition: service_healthy
redis:
condition: service_healthy
networks:
- frontend_net
- backend_net
security_opt:
- no-new-privileges:true
healthcheck:
test: ["CMD", "curl", "-f", "http://localhost:8000/health"]
interval: 30s
timeout: 10s
retries: 3
start_period: 90s
frontend:
build:
context: ../frontend
dockerfile: Dockerfile
target: production
restart: unless-stopped
ports:
- "4001:3000"
networks:
- frontend_net
security_opt:
- no-new-privileges:true
read_only: true
tmpfs:
- /tmp
- /var/cache/nginx
- /var/run
postgres:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_DB: demodb
POSTGRES_USER: demo_app
POSTGRES_PASSWORD: "${DB_PASSWORD}"
volumes:
- demo_postgres:/var/lib/postgresql/data
- ../postgres/init:/docker-entrypoint-initdb.d:ro
networks:
- backend_net
security_opt:
- no-new-privileges:true
healthcheck:
test: ["CMD-SHELL", "pg_isready -U demo_app -d demodb"]
interval: 10s
timeout: 5s
retries: 5
redis:
image: redis:7-alpine
restart: unless-stopped
command: redis-server --requirepass "${REDIS_PASSWORD}"
networks:
- backend_net
security_opt:
- no-new-privileges:true
healthcheck:
test: ["CMD", "redis-cli", "-a", "${REDIS_PASSWORD}", "ping"]
interval: 10s
timeout: 5s
retries: 3
resetter:
image: alpine:3.19
restart: unless-stopped
environment:
DATABASE_URL: "postgresql://demo_app:${DB_PASSWORD}@postgres:5432/demodb"
DEMO_SNAPSHOT_PATH: "/snapshot/demo_snapshot.sql.gz"
BACKEND_URL: "http://backend:8000"
volumes:
- demo_snapshot:/snapshot:ro
- demo_uploads:/uploads:rw
- ./reset.sh:/reset.sh:ro
networks:
- backend_net
depends_on:
backend:
condition: service_healthy
entrypoint: >
sh -c "
apk add --no-cache postgresql-client curl &&
echo '0 * * * * sh /reset.sh >> /var/log/reset.log 2>&1' | crontab - &&
crond -f -l 6
"
security_opt:
- no-new-privileges:true
volumes:
demo_postgres:
demo_snapshot:
demo_uploads:
networks:
frontend_net:
driver: bridge
backend_net:
driver: bridge
internal: true

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#!/bin/sh
# Hourly demo reset — restore DB from snapshot, purge uploads, bounce backend.
set -e
SNAPSHOT="${DEMO_SNAPSHOT_PATH:-/snapshot/demo_snapshot.sql.gz}"
UPLOADS_DIR="${UPLOADS_DIR:-/uploads}"
DB_URL="${DATABASE_URL}"
BACKEND="${BACKEND_URL:-http://backend:8000}"
echo "[$(date -u +%Y-%m-%dT%H:%M:%SZ)] Starting demo reset"
# 1. Restore database from snapshot
if [ ! -f "$SNAPSHOT" ]; then
echo "ERROR: Snapshot not found at $SNAPSHOT — skipping reset"
exit 1
fi
gunzip -c "$SNAPSHOT" | psql --single-transaction -v ON_ERROR_STOP=1 "$DB_URL"
echo " DB restored from snapshot"
# 2. Purge uploaded files (attachments added by demo users)
find "$UPLOADS_DIR" -type f -not -name ".gitkeep" -delete 2>/dev/null || true
echo " Uploads purged"
echo "[$(date -u +%Y-%m-%dT%H:%M:%SZ)] Demo reset complete"