Added migration notes

This commit is contained in:
2026-05-11 07:19:52 +10:00
parent 5993826b79
commit f03840c574
2 changed files with 295 additions and 5 deletions
+295
View File
@@ -0,0 +1,295 @@
Yep — I inspected the current setup. The “current bash wrapper” is the ServiceM8 plumbing quote-template pipeline under:
`/opt/webhooks`
In the workspace it appears as a symlink:
`/home/openclaw/.openclaw/workspace/projects/plumbing -> /opt/webhooks`
## Definitive migration set
### Required operational scripts
Copy these from `/opt/webhooks/`:
```text
poll_and_apply_quote_templates.sh
poll_form_responses_since.py
apply_polled_quote_template_jobmaterials.py
servicem8_quote_template_parser.py
servicem8_webhook_receiver.py
servicem8_inspector.py
```
These are the active pieces:
- `poll_and_apply_quote_templates.sh` — main wrapper / scheduled entry point
- `poll_form_responses_since.py` — polls ServiceM8 form responses
- `apply_polled_quote_template_jobmaterials.py` — applies parsed quote rows to ServiceM8 jobMaterials
- `servicem8_quote_template_parser.py` — parsing/state logic
- `servicem8_webhook_receiver.py` — webhook receiver/diagnostics
- `servicem8_inspector.py` — web UI inspector
### Required DB/state files
Copy these, ideally while services are stopped:
```text
servicem8_formresponse_poll.db
servicem8_quote_materials_state.db
servicem8_webhooks.db
```
Also copy any SQLite sidecar files if present at cutover:
```text
*.db-wal
*.db-shm
```
### Required JSONL queue/history files
```text
quote-template-jobmaterials-poll-queue.jsonl
quote-template-jobmaterials-queue.jsonl
```
First one is the current poll-derived queue. Second is older webhook-derived queue but worth keeping for audit/history.
### Useful but not strictly required
```text
PROJECT-PROGRESS.md
docs/
logs/
.git/
```
Id migrate these too unless you want a clean production-only deploy. The logs and docs are useful for future archaeology when something inevitably gets weird.
## Do not blindly migrate
I would **not** migrate the existing virtualenv folders directly:
```text
bin/
lib/
lib64/
include/
pyvenv.cfg
__pycache__/
```
They are host/Python-version sensitive. Recreate the venv on the new server.
## Python / pip packages
Current venv freeze shows:
```text
fastapi==0.136.0
uvicorn==0.45.0
requests==2.33.1
python-dotenv==1.2.2
pydantic==2.13.3
starlette==1.0.0
anyio==4.13.0
click==8.3.3
h11==0.16.0
httptools==0.7.1
uvloop==0.22.1
watchfiles==1.1.1
websockets==16.0
certifi==2026.4.22
charset-normalizer==3.4.7
idna==3.13
urllib3==2.6.3
PyYAML==6.0.3
typing_extensions==4.15.0
typing-inspection==0.4.2
annotated-types==0.7.0
annotated-doc==0.0.4
pydantic_core==2.46.3
```
Practical install line:
```bash
python3.12 -m venv /opt/webhooks
/opt/webhooks/bin/pip install --upgrade pip
/opt/webhooks/bin/pip install fastapi 'uvicorn[standard]' requests python-dotenv
```
Or create a `requirements.txt` from the freeze if you want exact locking.
System packages likely needed:
```bash
python3.12
python3.12-venv
sqlite3
bash
curl
rsync
systemd
```
Important: the wrapper uses GNU `date -d`, so Linux/GNU coreutils is assumed.
## Environment variables required
For polling/applying:
```text
SERVICEM8_ACCESS_TOKEN
# or
SERVICEM8_API_KEY
```
Optional/current defaults:
```text
SERVICEM8_BASE_URL=https://api.servicem8.com/api_1.0
SERVICEM8_TIMEOUT=30
SERVICEM8_QUOTE_TEMPLATE_FORM_UUID=3621b6be-1d19-4756-9ab4-9d5e4120f6d9
WEBHOOK_POLL_DB_PATH=/opt/webhooks/servicem8_formresponse_poll.db
WEBHOOK_RUN_LOG_DIR=/opt/webhooks/logs
```
For webhook receiver:
```text
WEBHOOK_HOST=0.0.0.0
WEBHOOK_PORT=18354
WEBHOOK_DB_PATH=/opt/webhooks/servicem8_webhooks.db
```
For inspector:
```text
WEBHOOK_DB_PATH=/opt/webhooks/servicem8_webhooks.db
WEBHOOK_STATE_DB_PATH=/opt/webhooks/servicem8_quote_materials_state.db
WEBHOOK_POLL_DB_PATH=/opt/webhooks/servicem8_formresponse_poll.db
WEBHOOK_INSPECTOR_HOST=0.0.0.0
WEBHOOK_INSPECTOR_PORT=18355
```
## Existing systemd services to recreate
Current services are:
```text
servicem8-dev-webhook.service
servicem8-dev-inspector.service
```
Current paths assume `/opt/webhooks`.
Webhook:
```ini
WorkingDirectory=/opt/webhooks
Environment="WEBHOOK_HOST=0.0.0.0"
Environment="WEBHOOK_PORT=18354"
Environment="WEBHOOK_DB_PATH=/opt/webhooks/servicem8_webhooks.db"
ExecStart=/opt/webhooks/bin/uvicorn servicem8_webhook_receiver:app --host 0.0.0.0 --port 18354
```
Inspector:
```ini
WorkingDirectory=/opt/webhooks
Environment="WEBHOOK_DB_PATH=/opt/webhooks/servicem8_webhooks.db"
Environment="WEBHOOK_INSPECTOR_HOST=0.0.0.0"
Environment="WEBHOOK_INSPECTOR_PORT=18355"
ExecStart=/opt/webhooks/bin/uvicorn servicem8_inspector:app --host 0.0.0.0 --port 18355
```
On the new host, probably change:
```ini
User=michael
Group=michael
```
to whatever the production service user is, e.g.:
```ini
User=openclaw
Group=openclaw
```
or create a dedicated `servicem8` user.
## Path/code changes for seamless migration
Best option: keep the same production path:
```text
/opt/webhooks
```
If you do that, almost no code changes are needed.
If you move it elsewhere, update:
1. systemd `WorkingDirectory`
2. systemd `ExecStart`
3. env vars:
- `WEBHOOK_DB_PATH`
- `WEBHOOK_POLL_DB_PATH`
- `WEBHOOK_STATE_DB_PATH`
- `WEBHOOK_RUN_LOG_DIR`
4. any OpenClaw cron or host cron entry that calls:
- `/opt/webhooks/poll_and_apply_quote_templates.sh`
One gotcha: `servicem8_quote_template_parser.py` currently hardcodes the state DB beside the script:
```python
STATE_DB_PATH = Path(__file__).with_name("servicem8_quote_materials_state.db")
```
So keeping DBs beside the scripts is the safest path. If you want DBs somewhere else, Id adjust that code to respect `WEBHOOK_STATE_DB_PATH`.
## External callback / production URL
Current webhook helper scripts still reference dev callback URLs like:
```text
https://nps-dev.coast2cloud.net/...
```
For the new production host, ServiceM8 webhook subscriptions need to point at the new public URL if you want inbound webhooks working.
Polling does **not** depend on inbound webhooks, so the wrapper can operate without this, but the receiver/inspector diagnostics wont capture new webhook events unless ServiceM8 is updated.
## Security note
There are old helper scripts with hardcoded ServiceM8 token fallbacks:
```text
servicem8-create-webhook-form-response.py
servicem8-create-webhook-job-object.py
servicem8-list-webhook-subscriptions-table.py
```
I would not treat those as production-safe as-is. Before migration to prod, remove hardcoded fallback tokens and require env vars only.
## Recommended cutover shape
1. Stop current webhook/inspector services.
2. Copy `/opt/webhooks` excluding venv/cache, including DBs/jsonl/logs.
3. Recreate venv on new host.
4. Install pip packages.
5. Add env/secrets via systemd `EnvironmentFile`, not hardcoded scripts.
6. Recreate systemd services.
7. Run:
```bash
/opt/webhooks/poll_and_apply_quote_templates.sh --dry-run --hours 48
```
8. If clean, run controlled live apply.
9. Only then schedule the wrapper.
At present I found no OpenClaw cron job already running this plumbing wrapper, so scheduling still appears to be a pending production decision rather than something to migrate from OpenClaw cron.