Files
datatools-dev/docs/ADMIN.md
Michael 4179cb5156 docs(license): self-hosted server runbook + multi-tenancy plan
Adds SETUP-LICENSE-SERVER.md — end-to-end install runbook for the
license server on the existing invixiom box (Ubuntu 24.04). Covers
DNS, system packages, Postgres + API in Docker, dedicated system
user, secrets layout under /srv/datatools-license/secrets (mode
400), nginx config in a separate sites-available/unalogix file,
Let's Encrypt cert issuance, smoke tests, backups, monitoring, key
rotation, and rollback.

Multi-tenancy is explicit at every layer: separate DNS zone
(unalogix.com vs invixiom.com), separate nginx file, separate TLS
cert, dedicated backend ports (8090 for the API, 5433 for Postgres,
both localhost-only), separate docker compose project and volume.
No invixiom service is touched.

LICENSE-SERVER.md updated: hosting choice moved from "Fly.io /
Render" (rejected) to self-hosted (decided). Points at the new
runbook for ops specifics.

ADMIN.md pointer table updated.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 22:57:53 +00:00

270 lines
8.0 KiB
Markdown

# ADMIN — Internal license operations
Creator/operator-only reference. End users should read `USER-GUIDE.md` instead.
This doc covers everything the creator does that buyers never see: generating
the signing keypair, minting license blobs, the dev vs. production key story,
and how to recover from key loss.
---
## TL;DR — I just need a license for my dev machine
You're running from source, so the repo's embedded dev keypair signs and
verifies. No env vars needed.
```bash
python scripts/generate_license.py \
--name "Michael Dombaugh" \
--email michael.dombaugh@gmail.com \
--tier core
```
Copy the `DTLIC2:…` blob from stdout, then activate:
```bash
python -m src.license_cli activate "DTLIC2:..." \
--name "Michael Dombaugh" \
--email michael.dombaugh@gmail.com
```
Verify:
```bash
python -m src.license_cli status
```
License lands at `~/.datatools/license.json`, valid 1 year.
> The `--name` / `--email` you pass to `activate` **must** match the values
> the blob was minted with — they're part of the signed payload.
---
## Key model (Ed25519, asymmetric)
| Key | Lives where | Used for |
|-----|------------|---------|
| **Private** (32 bytes hex) | Creator's password manager / KMS only | Signing license blobs |
| **Public** (32 bytes hex) | Baked into the shipped binary | Verifying blobs at activation |
The split is the whole point: an attacker with a copy of the binary still
can't mint blobs — they'd need the private key, which never ships.
There's also an in-tree **dev keypair** (`src/license/_dev_keypair.py`)
derived deterministically from a seed. It's used when no env vars are set,
so devs/tests can sign and verify locally without juggling secrets. Frozen
builds that still use it are rejected at startup by
`assert_production_safe` — see `src/license/crypto.py:84`.
Blob format prefix: `DTLIC2:` (v1 was HMAC; v2 is Ed25519).
---
## One-time setup — generating the production keypair
Run once, before the first paid release.
```bash
python scripts/generate_keypair.py --output keypair.env
```
You'll get:
```
DATATOOLS_LICENSE_PRIVKEY=<64 hex chars> # KEEP SECRET
DATATOOLS_LICENSE_PUBKEY=<64 hex chars> # BAKE INTO BUILD
```
Then:
1. **Stash the private key** in a password manager / KMS / hardware token.
Losing it means no more renewals — see "Recovery" below.
2. **Delete `keypair.env`** from disk once stored.
3. **Set the public key** as `DATATOOLS_LICENSE_PUBKEY` in the PyInstaller
build environment. The shipped binary embeds it via the env at freeze time.
---
## Minting a buyer license (production)
With the production private key loaded:
```bash
export DATATOOLS_LICENSE_PRIVKEY=<your-private-hex>
python scripts/generate_license.py \
--name "Buyer Name" \
--email buyer@example.com \
--tier core \
--years 1 \
--output buyer.dtlic
```
Flags:
| Flag | Default | Notes |
|------|---------|-------|
| `--name` | required | Buyer's full name. Goes into signed payload. |
| `--email` | required | Buyer's email. Goes into signed payload. |
| `--tier` | `core` | One of: `lite`, `core`, `pro` |
| `--years` | `1` | Lifetime in years |
| `--key` | random | Override the auto-generated license key |
| `--output` / `-o` | stdout | Write blob to file instead of printing |
Deliver the blob to the buyer either inline in the purchase email or as
the attached `.dtlic` file.
---
## Tiers
| Tier | Features |
|------|---------|
| **lite** | Deduplicator, Text Cleaner, Format Standardizer |
| **core** | All 9 tools |
| **pro** | All 9 tools + future Pro-only features |
Source of truth: `src/license/features.py::all_features_for_tier`.
---
## Useful one-liners
Mint a free internal/team license (dev key, no env needed):
```bash
python scripts/generate_license.py --name "QA Bot" --email qa@datatools.app --tier core --years 5
```
Mint with a stable, human-readable key:
```bash
python scripts/generate_license.py --name "Acme Corp" --email ops@acme.com \
--tier pro --key "DT1-PRO-ACME-2026"
```
Renew an existing buyer (just re-mint with the same email; they paste the
new blob):
```bash
python -m src.license_cli renew "DTLIC2:..."
```
Check what's active locally:
```bash
python -m src.license_cli status
```
Wipe a local license (move to a new machine, debug a buyer issue):
```bash
python -m src.license_cli deactivate
```
---
## Customer record-keeping — the issuance log
Every successful `scripts/generate_license.py` run appends one JSON
line to a local **issuance log**. This is the creator-side system of
record for "who has a license" until the server-side flow in
`docs/LICENSE-SERVER.md` lands.
**Path:** `~/.datatools-creator/issued.jsonl` (override with
`$DATATOOLS_ISSUANCE_LOG`). Mode 600. Outside the buyer-facing
`~/.datatools/` dir so it never gets bundled into a shipped install.
**Format** — one record per line:
```json
{
"license_key": "DT1-CORE-5dd8e1db-d90c4656",
"name": "Michael Dombaugh",
"email": "michael.dombaugh@gmail.com",
"tier": "core",
"issued_at": "2026-05-13T22:10:27Z",
"expires_at": "2031-05-13T22:10:27Z",
"blob": "DTLIC2:..."
}
```
The full blob is stored so you can re-deliver to a buyer who lost
their email without re-minting (the re-minted blob would have a
different signature and would invalidate any device they'd already
activated against the old one).
**Useful operations:**
```bash
# Full list of issued licenses
cat ~/.datatools-creator/issued.jsonl | jq
# Find by buyer email
jq -r 'select(.email == "buyer@example.com")' ~/.datatools-creator/issued.jsonl
# Count by tier
jq -r .tier ~/.datatools-creator/issued.jsonl | sort | uniq -c
# Licenses expiring in the next 30 days
jq -r 'select(.expires_at < "'"$(date -u -d '+30 days' +%Y-%m-%dT%H:%M:%SZ)"'") | .email' \
~/.datatools-creator/issued.jsonl
# Re-deliver a buyer's blob
jq -r 'select(.email == "buyer@example.com") | .blob' \
~/.datatools-creator/issued.jsonl
```
**Skipping the log** for test mints: pass `--no-log`. Never use this
for real buyer fulfillment — an unlogged mint is invisible to every
future query and to the eventual server-side migration.
**Backup:** treat this file like a small business ledger. Copy it
into your password manager / encrypted cloud sync alongside the
private key. Losing it doesn't break anything cryptographically (you
can still mint new licenses) but it does lose the customer list.
**Migrating to the server:** the JSONL schema is intentionally close
to the planned `licenses` table in `docs/LICENSE-SERVER.md`. Once the
server is up, a one-shot import script will read the JSONL and
insert each row.
---
## Recovery — what if the private key is lost?
Existing licenses keep working until they expire (the public key in the
shipped binary still verifies them). What breaks:
- **Renewals** — you can't mint a new blob for an existing buyer.
- **New sales** — you can't mint anything.
Path forward:
1. Generate a new keypair (`scripts/generate_keypair.py`).
2. Ship a new build with the new public key.
3. Re-issue every active buyer a new blob signed by the new private key.
4. Communicate the upgrade path to buyers.
Treat the private key like a code-signing cert — back it up to two
independent secure locations.
---
## Files & code pointers
| Path | Purpose |
|------|---------|
| `scripts/generate_keypair.py` | One-time keypair generation |
| `scripts/generate_license.py` | Mint a signed blob |
| `src/license/crypto.py` | Sign / verify / dev-key detection |
| `src/license/_dev_keypair.py` | In-tree dev keypair (never ships in prod) |
| `src/license/manager.py` | `assert_production_safe` startup check |
| `src/license/features.py` | Tier → features mapping |
| `src/license_cli.py` | End-user `activate` / `status` / `renew` / `deactivate` |
| `~/.datatools/license.json` | Where activated licenses are stored on each machine |
| `~/.datatools-creator/issued.jsonl` | Creator-side issuance log (one JSON line per mint) |
| `docs/LICENSE-SERVER.md` | Design for the future online issuance + record-keeping system |
| `docs/SETUP-LICENSE-SERVER.md` | Self-hosted server install runbook (DNS, Docker, nginx, TLS, backups) |