idx-cli/docs/OWNERSHIP_SELF_HOSTED.md
hermes 6628d3b2e9 fix(ownership): make publisher RESULT contract hold on every path
Addresses review on #29:
- drop errtrace: a failure inside $(...) printed two RESULT lines
- explicit failures go through fail(), which always prints
  RESULT: FAILED stage=...; idx check gets its own `preflight` stage;
  the never-failing published-manifest read is no longer a stage
- validate the built latest_as_of_date (`// empty` + date regex) so a
  corrupt manifest cannot compare as "newer"
- freshness: validate --now (exit 2) and latest_as_of_date (exit 3)
  before calling date
- flake: package an explicit script list instead of scripts/*.sh
- docs: GH_TOKEN prerequisite for the packaged publisher

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-24 21:50:51 +00:00

4.5 KiB

Self-Hosted Ownership Snapshot Publish

This document covers the recommended self-hosted automation path for publishing the monthly ownership snapshot consumed by idx ownership sync.

Use this path when:

  • the repo's public release assets should stay on GitHub Releases
  • IDX blocks GitHub-hosted Actions with 403
  • you have a VPS or other trusted machine that can reach the IDX source

Why Self-Hosted

The current GitHub-hosted workflow remains useful as a manual reference, but it is not reliable enough for unattended publishing because IDX has returned 403 to GitHub-hosted runners. The self-hosted path keeps the end-user experience simple:

  • maintainers publish from a trusted machine
  • end users still run plain idx ownership sync

No Nix setup is required for end users. Nix is only an implementation detail for the maintainer host if that host already uses NixOS.

The flake exposes a self-contained publisher, so the host needs no checkout, nix develop, or cargo build at run time:

nix build github:0xrsydn/idx-cli#ownership-publisher
./result/bin/idx-ownership-publish --output-dir /var/lib/idx/ownership-snapshot/current --history 5
./result/bin/idx-ownership-freshness --max-age-days 40

The publisher needs GH_TOKEN in its environment: a token that can create and upload assets on the target repo's releases (the examples read it from /etc/idx-ownership-snapshot.env; clan-private uses a Clan var). The freshness check needs no token.

idx-ownership-publish wraps scripts/publish-ownership-snapshot.sh with a pinned idx (itself wrapped with curl-impersonate and mupdf) plus jq, gh, sqlite and curl. On NixOS, add this repo as a flake input and run inputs.idx-cli.packages.${system}.ownership-publisher; bump the input (nix flake update idx-cli) to pick up fixes.

Run Semantics

The publisher is idempotent and prints exactly one final line:

Last line Exit Meaning
RESULT: published <as-of> 0 a newer snapshot was uploaded
RESULT: up-to-date <as-of> 0 the published snapshot already has the latest report; nothing uploaded
RESULT: FAILED stage=<stage> (exit N) N failed in arguments, build, preflight, discover, build-snapshot, stage-output, or upload

It checks the published manifest first and, for XLSX sources, compares as-of dates before downloading anything, so it is cheap to run daily. --force uploads regardless.

idx-ownership-freshness is the independent alarm: it exits 1 when the published latest_as_of_date is older than --max-age-days (default 40). The source is monthly and lands 2-3 days after month end, so 40 days only trips when publishing has actually stopped working. Wire both to an OnFailure= notification.

Manual Command (from a checkout)

nix develop --command scripts/publish-ownership-snapshot.sh \
  --build \
  --idx-bin ./target/debug/idx \
  --output-dir /var/lib/idx/ownership-snapshot/current \
  --repo 0xrsydn/idx-cli \
  --release-tag ownership-snapshot-current

systemd Units

Examples: contrib/systemd/idx-ownership-snapshot-publish.service and contrib/systemd/idx-ownership-snapshot-publish.timer (daily at 06:00 UTC).

Observed XLSX upload times (HTTP Last-Modified): 2026-06-03, 2026-07-02 03:55Z, 2026-08-02 01:50Z, 2026-09-02 03:51Z. With a daily, idempotent run the exact day no longer matters.

Pass --history <n> to include earlier months so idx ownership changes works straight from the synced snapshot (about 2.4 MB per extra month).

Clan Integration Later

The clean split for clan-private is:

  1. keep the workflow logic in this repo
  2. keep host-specific secrets and enablement in clan-private

Recommended integration shape on greencloud-vps:

  • store a checked-out copy of idx-cli on the host, for example at /srv/idx-cli
  • provide GH_TOKEN through Clan vars or another secret mechanism
  • add a small NixOS module that installs/enables the service and timer
  • set the module's WorkingDirectory, env file path, and publish directory

The existing pattern in clan-private/modules/workspace-backup.nix is a good fit: a oneshot systemd service plus a systemd.timer.

Operational Notes

  • Keep ownership-snapshot-current separate from versioned app releases.
  • Prefer manual runs first, then enable the timer after a few successful publishes.
  • If the monthly source has not appeared yet, the service should fail loudly and be retried later; do not silently publish stale assumptions.