- 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>
152 lines
4.6 KiB
Markdown
152 lines
4.6 KiB
Markdown
# MyMidas Demo — Deployment Guide (Portainer)
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This guide deploys the public demo instance on a separate server using Portainer Stacks.
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**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.
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---
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## Prerequisites
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- Docker and Portainer installed on the demo server
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- SSH or console access to the demo server (for the initial clone and key generation)
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- Your reverse proxy pointing a public domain at port `4001` on this server
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---
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## Step 1 — Clone the repo
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On the demo server, clone into your preferred location:
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```bash
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git clone https://git.rdx4.com/megaproxy/MyMidas.git
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cd MyMidas
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```
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---
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## Step 2 — Generate JWT keys
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The demo shares the `secrets/` directory with the main app structure. If you've already generated keys on this server you can skip this.
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```bash
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mkdir -p secrets
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openssl genrsa -out secrets/jwt_private.pem 4096
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openssl rsa -in secrets/jwt_private.pem -pubout -out secrets/jwt_public.pem
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```
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---
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## Step 3 — Create the demo .env file
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```bash
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cd demo
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cp .env.example .env
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```
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Open `.env` and fill in the three required values:
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| Variable | How to generate |
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| `ENCRYPTION_KEY` | `python3 -c "import secrets; print(secrets.token_hex(32))"` |
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| `DB_PASSWORD` | Any strong random string |
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| `REDIS_PASSWORD` | Any strong random string |
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Leave `ENVIRONMENT=production`.
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---
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## Step 4 — Deploy the stack in Portainer
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1. Open Portainer → **Stacks** → **Add stack**
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2. Name it `mymidas-demo`
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3. Select **Repository** as the build method
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4. Set the repository URL to your Gitea URL and branch `main`
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5. Set **Compose path** to `demo/docker-compose.yml`
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6. Under **Environment variables**, add the four variables from your `.env`:
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- `ENCRYPTION_KEY`
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- `DB_PASSWORD`
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- `REDIS_PASSWORD`
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- `ENVIRONMENT` = `production`
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7. Click **Deploy the stack**
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> **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.
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---
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## Step 5 — Wait for first-time seeding
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On first startup, the backend will:
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1. Run database migrations
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2. Detect that `DEMO_MODE=true` and no users exist
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3. Seed the full demo dataset (~180 transactions, investments, budgets, tax data)
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4. Save a compressed snapshot (`demo_snapshot.sql.gz`) for hourly resets
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This takes about 30–60 seconds. Watch progress in Portainer → **Containers** → `mymidas-demo-backend-1` → **Logs**.
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You'll see these log lines when ready:
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```
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demo_seed_complete
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demo_snapshot_created
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Uvicorn running on http://0.0.0.0:8000
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```
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---
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## Step 6 — Configure your reverse proxy
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Point your public domain at `http://<demo-server-ip>:4001`.
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The frontend serves the React app and proxies all `/api/` calls to the backend internally — so you only need to expose port `4001`.
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**nginx proxy manager example:**
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- Scheme: `http`
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- Forward hostname/IP: `<demo-server-ip>`
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- Forward port: `4001`
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- Enable websockets: off
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---
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## Step 7 — Verify
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Open your domain in a browser. You should see the MyMidas login page with a yellow demo credentials banner:
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```
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Email: demo@mymidas.app
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Password: demo123
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```
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Log in and confirm the data is populated (accounts, transactions, investments, tax page).
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---
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## Hourly reset
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The `resetter` container runs a cron job at the top of every hour that:
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1. Restores the database from the snapshot taken on first boot
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2. Deletes any files uploaded by demo users
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No action needed — it runs automatically. You can check reset logs in Portainer → **Containers** → `mymidas-demo-resetter-1` → **Logs**.
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---
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## Updating the demo
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When you push code changes to main:
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1. In Portainer → **Stacks** → `mymidas-demo` → **Editor** → **Update the stack**
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2. This rebuilds the images and restarts all containers
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3. On restart, migrations run automatically; the seed check runs and skips if already seeded (snapshot is preserved on the `demo_snapshot` volume)
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> 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.
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---
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## Troubleshooting
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| Symptom | Check |
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| Blank page / 502 | Backend still starting — wait 60 s and refresh |
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| Login fails | Seeding still in progress — check backend logs |
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| Data not resetting | Check resetter logs; confirm `demo_snapshot` volume has the `.sql.gz` file |
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| "Snapshot not found" in resetter log | Backend may not have finished first-time seed — redeploy backend only |
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