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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
113 lines
4.5 KiB
Markdown
113 lines
4.5 KiB
Markdown
# Self-Hosted Ownership Snapshot Publish
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This document covers the recommended self-hosted automation path for publishing
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the monthly ownership snapshot consumed by `idx ownership sync`.
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Use this path when:
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- the repo's public release assets should stay on GitHub Releases
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- IDX blocks GitHub-hosted Actions with `403`
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- you have a VPS or other trusted machine that can reach the IDX source
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## Why Self-Hosted
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The current GitHub-hosted workflow remains useful as a manual reference, but it
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is not reliable enough for unattended publishing because IDX has returned `403`
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to GitHub-hosted runners. The self-hosted path keeps the end-user experience
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simple:
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- maintainers publish from a trusted machine
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- end users still run plain `idx ownership sync`
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No Nix setup is required for end users. Nix is only an implementation detail for
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the maintainer host if that host already uses NixOS.
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## Packaged Publisher (recommended)
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The flake exposes a self-contained publisher, so the host needs no checkout,
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`nix develop`, or cargo build at run time:
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```bash
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nix build github:0xrsydn/idx-cli#ownership-publisher
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./result/bin/idx-ownership-publish --output-dir /var/lib/idx/ownership-snapshot/current --history 5
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./result/bin/idx-ownership-freshness --max-age-days 40
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```
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The publisher needs `GH_TOKEN` in its environment: a token that can create
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and upload assets on the target repo's releases (the examples read it from
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`/etc/idx-ownership-snapshot.env`; clan-private uses a Clan var). The
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freshness check needs no token.
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`idx-ownership-publish` wraps `scripts/publish-ownership-snapshot.sh` with a
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pinned `idx` (itself wrapped with curl-impersonate and mupdf) plus jq, gh,
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sqlite and curl. On NixOS, add this repo as a flake input and run
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`inputs.idx-cli.packages.${system}.ownership-publisher`; bump the input
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(`nix flake update idx-cli`) to pick up fixes.
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## Run Semantics
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The publisher is idempotent and prints exactly one final line:
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| Last line | Exit | Meaning |
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| --- | --- | --- |
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| `RESULT: published <as-of>` | 0 | a newer snapshot was uploaded |
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| `RESULT: up-to-date <as-of>` | 0 | the published snapshot already has the latest report; nothing uploaded |
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| `RESULT: FAILED stage=<stage> (exit N)` | N | failed in `arguments`, `build`, `preflight`, `discover`, `build-snapshot`, `stage-output`, or `upload` |
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It checks the published manifest first and, for XLSX sources, compares as-of
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dates before downloading anything, so it is cheap to run **daily**. `--force`
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uploads regardless.
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`idx-ownership-freshness` is the independent alarm: it exits 1 when the
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published `latest_as_of_date` is older than `--max-age-days` (default 40). The
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source is monthly and lands 2-3 days after month end, so 40 days only trips
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when publishing has actually stopped working. Wire both to an `OnFailure=`
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notification.
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## Manual Command (from a checkout)
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```bash
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nix develop --command scripts/publish-ownership-snapshot.sh \
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--build \
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--idx-bin ./target/debug/idx \
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--output-dir /var/lib/idx/ownership-snapshot/current \
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--repo 0xrsydn/idx-cli \
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--release-tag ownership-snapshot-current
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```
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## systemd Units
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Examples: `contrib/systemd/idx-ownership-snapshot-publish.service` and
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`contrib/systemd/idx-ownership-snapshot-publish.timer` (daily at 06:00 UTC).
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Observed XLSX upload times (HTTP Last-Modified): 2026-06-03,
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2026-07-02 03:55Z, 2026-08-02 01:50Z, 2026-09-02 03:51Z. With a daily,
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idempotent run the exact day no longer matters.
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Pass `--history <n>` to include earlier months so `idx ownership changes`
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works straight from the synced snapshot (about 2.4 MB per extra month).
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## Clan Integration Later
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The clean split for `clan-private` is:
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1. keep the workflow logic in this repo
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2. keep host-specific secrets and enablement in `clan-private`
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Recommended integration shape on `greencloud-vps`:
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- store a checked-out copy of `idx-cli` on the host, for example at `/srv/idx-cli`
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- provide `GH_TOKEN` through Clan vars or another secret mechanism
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- add a small NixOS module that installs/enables the service and timer
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- set the module's `WorkingDirectory`, env file path, and publish directory
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The existing pattern in `clan-private/modules/workspace-backup.nix` is a good
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fit: a oneshot `systemd` service plus a `systemd.timer`.
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## Operational Notes
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- Keep `ownership-snapshot-current` separate from versioned app releases.
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- Prefer manual runs first, then enable the timer after a few successful
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publishes.
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- If the monthly source has not appeared yet, the service should fail loudly and
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be retried later; do not silently publish stale assumptions.
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