docs(launch): execute-ready initial-deployment runbook

Locked decisions (Postgres=own, deploy dir /root/docker-compose/pn-crm, DB/Redis localhost-only), prerequisites checklist, ordered gated phases (recon -> CRM -> data -> Documenso -> website cutover), rollback anchors. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 17:50:42 +02:00
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@@ -307,3 +307,72 @@ SMTP + alert recipients stay until `WEBSITE_INQUIRY_EMAILS_DISABLED` is set.
  - residential templates plus a new contact-form alert template, hooked into
    `/api/public/website-inquiries`. New website env vars documented above. CRM
    tsc-clean + unit test added; website berth/UTM vue-tsc-clean. Nothing deployed.
+- 2026-06-02 (later): in-app notifications for website submissions + the
+  structured notification-recipient resolver (emails/users/roles/everyone,
+  backward-compatible) + the admin recipient-picker UI all shipped on the
+  `feat/website-intake-email-ownership` branch (CRM repo). Contact-form client
+  confirmation added on BOTH the website (gated by `WEBSITE_INQUIRY_EMAILS_DISABLED`)
+  and the CRM (gated by `website_intake_email_enabled`). tsc-clean; full vitest
+  suite (1570) green. Picker live browser-verify pending a dev server. Branch is
+  4 commits ahead of `main`, not merged, not pushed.
+
+---
+
+## Initial Deployment Runbook — execute-ready (assembled 2026-06-02)
+
+> The single ordered checklist for go-live; detailed step content is in Phase 1
+> / Phase 2 above + Initiative 5 (`launch-readiness.md`). **Guardrail stands: no
+> prod-server mutation without per-action approval; reads/recon are free.** Per
+> Matt (2026-06-02): assemble ALL inputs + the full plan before executing
+> anything, including recon.
+
+### Locked decisions
+
+- **CRM Postgres:** OWN — compose-default `postgres:16`, isolated `pgdata`.
+- **Deploy dir:** `/root/docker-compose/pn-crm/` (matches the other compose folders).
+- **DB/Redis exposure:** bind to `127.0.0.1` ONLY — no public ports (the Documenso
+  `5432` public-exposure + brute-force lesson; the R1 port scan confirms).
+- **Initial image:** include the email-ownership work — merge
+  `feat/website-intake-email-ownership` -> `main` -> push -> CI builds -> pull.
+  It is all flag-OFF by default, so it ships dormant + safe. (Alternative on
+  record: deploy `main` as-is, merge before the website cutover flip.)
+
+### Prerequisites — gather BEFORE executing
+
+| Need                                                     | For                                      | Status                   |
+| -------------------------------------------------------- | ---------------------------------------- | ------------------------ |
+| SSH `stefan@45.142.177.246:22022` (key)                  | all recon + deploy                       | have                     |
+| prod root pass (`su`)                                    | docker / nginx / certbot                 | VERIFY (creds file)      |
+| Gitea registry pull token                                | `docker login` -> pull crm images        | NEED (generate)          |
+| `WEBSITE_INTAKE_SECRET` (shared)                         | CRM `.env` + website `CRM_INTAKE_SECRET` | generate at P1           |
+| Documenso API token + webhook secret                     | CRM `.env` (login `matt@portnimara.com`) | NEED                     |
+| MinIO creds (endpoint/key/secret/bucket) for the new CRM | CRM `.env` storage                       | confirm (creds §3)       |
+| Legacy MinIO read creds                                  | EOI backfill (D2)                        | NEED                     |
+| Website-server root pass                                 | Phase 4 env wiring                       | you provide at that step |
+| Maintenance window                                       | Documenso restart                        | schedule                 |
+
+### Ordered steps (each gated)
+
+- **Phase 0 [recon]** R1 port scan (external + internal listeners) · R2 NocoDB +
+  Documenso drift vs the 2026-06-01 pull · R3 fresh read-only Documenso `pg_dump`
+  -> re-run the `1.13.1->2.11.0` clone dry-run (final "won't break" check).
+- **Phase 1 [APPROVAL]** P1 prod `.env` -> P2 `/root/docker-compose/pn-crm`
+  (localhost-bound DB/Redis) -> P3 nginx (HTTP-first) -> P4
+  `certbot --nginx -d crm.portnimara.com` -> P5 `docker login` + pull + up -> P6
+  schema + seed port/admin -> P7 verify (health, login, berths, socket.io).
+- **Phase 2 [APPROVAL]** D1 load migrated data -> D2 MinIO EOI backfill -> D3
+  reconcile counts.
+- **Phase 3 [APPROVAL · VITAL · together]** backups (pg_dump + cold volume
+  snapshot + cert + MinIO inventory, off-box) -> staged `1.13.1->2.0.0->2.11.0`
+  -> verify (login, existing envelope renders, test send, webhook reaches CRM,
+  CRM stays on v1 API) -> rollback ready.
+- **Phase 4 [APPROVAL]** website env wiring on the other server -> cutover flips
+  (`CRM_INTAKE_URL`/`SECRET` on; then `website_intake_email_enabled` ON +
+  `WEBSITE_INQUIRY_EMAILS_DISABLED=1`; then `CRM_BERTHS_ENABLED=1`).
+
+### Rollback anchors
+
+- CRM: `docker compose -f docker-compose.prod.yml down` — the pn-crm stack is
+  isolated (own Postgres), zero impact on the other apps on the box.
+- Documenso: revert the image tag + restore the cold volume snapshot / pg_dump.
+- Website: unset the `CRM_*` env vars -> instant revert to NocoDB + website email.