Files
HealthLog/docs/ops/backup-restore.md
T
Marc-André Bombeck c82ff767a3 Say in the runbook what a backup does not carry
Every credential-shaped row is left out on purpose — API tokens, trusted
devices, step-up elevations, known devices, clinician share links, and the
grants behind shared record access. The per-model reasoning already lives in
backup-plan.ts with a structural test behind it, but an operator planning a
recovery does not read that file.

The consequence differs by target and the difference is the part worth knowing.
Restoring onto the same instance changes nothing: the restore replaces data
tables and does not touch grants, so shared access carries on as it was.
Restoring onto a fresh instance brings none of it, so both people invite and
accept again before sharing works. That is the fail-safe direction, and it is
better planned for than discovered.
2026-08-02 16:39:35 +02:00

148 lines
6.3 KiB
Markdown

# Off-host backup & restore
HealthLog ships with an optional daily off-host backup that ships every
user's JSON dump, encrypted with AES-256-GCM under a SEPARATE key
(`BACKUP_ENCRYPTION_KEY`), to any S3-compatible bucket — Cloudflare R2,
AWS S3, Backblaze B2, MinIO, etc.
The backup runs at **02:30 Europe/Berlin** every day from the worker
container (queue `data-backup-offhost`). Object key layout:
```
<bucket>/YYYY-MM-DD/user-<userId>.json.enc
```
## Wire format (binary)
```
magic = "HLBK" (4 bytes, ASCII)
version = 0x01 (1 byte)
iv = 12 random bytes (AES-GCM nonce)
authTag = 16 bytes (AES-GCM tag)
ciphertext = N bytes (AES-256-GCM, key = BACKUP_ENCRYPTION_KEY)
plaintext = JSON dump (UTF-8)
```
## Required env vars
| Var | Required | Notes |
| ----------------------- | -------- | -------------------------------------------------------------------- |
| `BACKUP_ENCRYPTION_KEY` | yes | 64 hex chars or 32-byte base64. **Different from `ENCRYPTION_KEY`.** |
| `BACKUP_S3_ENDPOINT` | yes | e.g. `https://<account>.r2.cloudflarestorage.com` |
| `BACKUP_S3_BUCKET` | yes | |
| `BACKUP_S3_ACCESS_KEY` | yes | |
| `BACKUP_S3_SECRET_KEY` | yes | |
| `BACKUP_S3_REGION` | no | defaults to `auto` (Cloudflare R2) |
| `BACKUP_RETENTION_DAYS` | no | defaults to `30` |
## Bucket lifecycle (recommended)
The worker prunes objects older than `BACKUP_RETENTION_DAYS`, but the
storage provider's lifecycle rule is the canonical safety net:
```
Filter: "" (all objects)
Action: Expire after 30 days
```
For Cloudflare R2 add this from the bucket's **Settings → Lifecycle**.
## Smoke test
After deploying, hit `POST /api/admin/backup/test` (admin-only). It
performs a 1-byte PUT + GET round-trip and returns:
```json
{
"endpoint": "https://...r2.cloudflarestorage.com",
"bucket": "healthlog-backups",
"region": "auto",
"putLatencyMs": 142,
"getLatencyMs": 38,
"ok": true
}
```
The credentials are never returned.
## Restore
Pick a key (e.g. `2026-05-08/user-clx123.json.enc`) from the bucket
and run the restore script with the same backup credentials and
encryption key the backup was written under — a freshly generated
`BACKUP_ENCRYPTION_KEY` cannot decrypt any existing object:
```bash
BACKUP_S3_ENDPOINT=https://...r2.cloudflarestorage.com \
BACKUP_S3_BUCKET=healthlog-backups \
BACKUP_S3_ACCESS_KEY=... \
BACKUP_S3_SECRET_KEY=... \
BACKUP_S3_REGION=auto \
BACKUP_ENCRYPTION_KEY=<the key the backup was written under> \
pnpm dlx tsx scripts/restore-backup.ts \
2026-05-08/user-clx123.json.enc \
/tmp/restored.json
```
Run this command from a source checkout with the production backup variables
exported. The script imports the full application dependency graph, which the
minimal production image does not expose as an operator scripting environment.
The script downloads the object, decrypts it, and writes the JSON dump
to disk. Importing the JSON back into a HealthLog instance is left to
the operator (use `prisma db seed` or a custom script).
### What a backup deliberately does not carry
Every credential-shaped row is left out, and this is not an oversight to fix:
API tokens, trusted devices, step-up elevations, known devices, clinician share
links, and the account grants behind shared record access. Restoring data is
rolling a record back to a known state. Restoring an authorization is different
in kind, because a grant the owner revoked on Tuesday would come back alive out
of Monday's file with nobody deciding it and neither person told.
What this means in practice depends on where you restore to.
**Onto the same instance.** Nothing changes. The restore replaces the account's
data tables and does not touch grants, tokens or devices, so shared access
carries on exactly as it was. Somebody who had read access before the restore
still has it afterwards, now looking at the restored data.
**Onto a fresh instance.** None of it comes with the file. Nobody has access to
anybody's record, every API token has to be reissued, every device re-trusted,
and both people have to invite and accept again before sharing works. That is
the fail-safe direction — access lost, never access resumed — and re-consenting
is the right amount of ceremony for handing someone your health record a second
time. Plan for it rather than discovering it.
The full per-model reasoning lives in `src/lib/export/backup-plan.ts`, where
every excluded model carries a written verdict and a structural test refuses to
let a new model land without one.
## Monthly restore drill (automatic)
Since v1.16.4 a pg-boss job (`data-restore-drill`, cron `11 4 1 * *` —
04:11 on the 1st of each month) exercises the read path end-to-end:
fetch the most recent backup object from the bucket, decrypt it under
the current `BACKUP_ENCRYPTION_KEY`, JSON-parse it, and sanity-check
the payload shape. It performs **no database restore** — it validates
the artefact, not the import path.
Outcomes:
- **Success** — record counts, object age, and sizes land in the
wide-event meta (`job.restore_drill`).
- **Stale chain** — the newest object is older than 3 days: the nightly
uploader has stalled (or the lifecycle rule is too aggressive). The
drill pages via the worker error reporter (stderr + GlitchTip).
- **Failure** — empty bucket, fetch error, decryption failure (wrong or
rotated key), malformed JSON: pages the same way. A decryption
failure right after a `BACKUP_ENCRYPTION_KEY` change means the new
key cannot read the existing objects — re-encrypt or accept that
pre-rotation backups are only readable with the retired key.
- **Not configured** — deployments without the `BACKUP_S3_*` vars skip
silently (wide-event warning only).
The drill needs no IAM grant beyond the uploader's existing
`GetObject` + `ListBucket`.