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86 lines
5.6 KiB
Markdown
86 lines
5.6 KiB
Markdown
# Detailed information about PostgreSQL usage in Fab-manager
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<a name="run-postgresql-cli"></a>
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## Run the PostgreSQL command line interface
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You may want to access the psql command line tool to check the content of the database, or to run some maintenance routines.
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This can be achieved doing the following:
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```bash
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cd /apps/fabmanager
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docker-compose exec postgres psql -Upostgres
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```
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## Dumping the database
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Use the following commands to dump the PostgreSQL database to an archive file
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```bash
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cd /apps/fabmanager/
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docker-compose exec postgres bash
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cd /var/lib/postgresql/data/
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DB=$(psql -U postgres -c \\l | grep production | awk '{print $1}')
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pg_dump -U postgres "$DB" > "${DB}_$(date -I).sql"
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tar cvzf "fabmanager_database_dump_$(date -I).tar.gz" "${DB}_$(date -I).sql"
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```
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If you're connected to your server thought SSH, you can download the resulting dump file using the following:
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```bash
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scp root@remote.server.fab:/apps/fabmanager/postgresql/fabmanager_database_dump_$(date -I).tar.gz .
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```
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Restore the dump with the following:
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```bash
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DUMP=$(tar -tvf "fabmanager_database_dump_$(date -I).tar.gz" | awk '{print $6}')
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tar xvf fabmanager_database_dump_$(date -I).tar.gz
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sudo cp "$DUMP" /apps/fabmanager/postgresql/
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cd /apps/fabmanager/
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docker-compose down
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docker-compose up -d postgres
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docker-compose exec postgres dropdb -U postgres fabmanager_production
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docker-compose exec postgres createdb -U postgres fabmanager_production
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docker-compose exec postgres psql -U postgres -d fabmanager_production -f "/var/lib/postgresql/data/${DUMP}"
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docker-compose up -d
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```
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<a name="postgresql-limitations"></a>
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## PostgreSQL Limitations
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- While setting up the database, we'll need to activate two PostgreSQL extensions: [unaccent](https://www.postgresql.org/docs/current/static/unaccent.html) and [trigram](https://www.postgresql.org/docs/current/static/pgtrgm.html).
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This can only be achieved if the user, configured in `config/database.yml`, was granted the _SUPERUSER_ role **OR** if these extensions were white-listed.
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So here's your choices, mainly depending on your security requirements:
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- Use the default PostgreSQL super-user (postgres) as the database user. This is the default behavior in Fab-manager.
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- Set your user as _SUPERUSER_; run the following command in `psql` (after replacing `username` with you user name):
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```sql
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ALTER USER username WITH SUPERUSER;
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```
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- Install and configure the PostgreSQL extension [pgextwlist](https://github.com/dimitri/pgextwlist).
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Please follow the instructions detailed on the extension website to whitelist `unaccent` and `trigram` for the user configured in `config/database.yml`.
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- If you intend to contribute to the project code, you will need to run the test suite with `scripts/tests.sh`.
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This also requires your user to have the _SUPERUSER_ role.
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Please see the [known issues](known-issues.md) documentation for more information about this.
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<a name="using-another-dbms"></a>
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## Using another DBMS
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Some users may want to use another DBMS than PostgreSQL.
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This is currently not supported, because of some PostgreSQL specific instructions that cannot be efficiently handled with the ActiveRecord ORM:
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- `app/services/members/list_service.rb@list` is using `ILIKE`, `now()::date` and `OFFSET`;
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- `app/services/invoices_service.rb@list` is using `ILIKE` and `date_trunc()`;
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- `db/migrate/20160613093842_create_unaccent_function.rb` is using [unaccent](https://www.postgresql.org/docs/current/static/unaccent.html) and [trigram](https://www.postgresql.org/docs/current/static/pgtrgm.html) modules and defines a PL/pgSQL function (`f_unaccent()`);
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- `app/controllers/api/members_controller.rb@search` is using `f_unaccent()` (see above);
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- `db/migrate/20150604131525_add_meta_data_to_notifications.rb` is using [jsonb](https://www.postgresql.org/docs/9.4/static/datatype-json.html), a PostgreSQL 9.4+ datatype;
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- `db/migrate/20160915105234_add_transformation_to_o_auth2_mapping.rb` is using [jsonb](https://www.postgresql.org/docs/9.4/static/datatype-json.html), a PostgreSQL 9.4+ datatype;
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- `db/migrate/20181217103441_migrate_settings_value_to_history_values.rb` is using `SELECT DISTINCT ON`;
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- `db/migrate/20190107111749_protect_accounting_periods.rb` is using `CREATE RULE` and `DROP RULE`;
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- `db/migrate/20190522115230_migrate_user_to_invoicing_profile.rb` is using `CREATE RULE` and `DROP RULE`;
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- `db/migrate/20200511075933_fix_accounting_periods.rb` is using `CREATE RULE` and `DROP RULE`;
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- `app/models/project.rb` is using the `pg_search` gem.
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- `db/migrate/20200622135401_add_pg_search_dmetaphone_support_functions.rb` is using [fuzzystrmatch](http://www.postgresql.org/docs/current/static/fuzzystrmatch.html) module and defines a PL/pgSQL function (`pg_search_dmetaphone()`);
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- `db/migrate/20200623134900_add_search_vector_to_project.rb` is using [tsvector](https://www.postgresql.org/docs/10/datatype-textsearch.html), a PostgreSQL datatype and [GIN (Generalized Inverted Index)](https://www.postgresql.org/docs/9.1/textsearch-indexes.html) a PostgreSQL index type;
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- `db/migrate/20200623141305_update_search_vector_of_projects.rb` defines a PL/pgSQL function (`fill_search_vector_for_project()`) and create an SQL trigger for this function;
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- `db/migrate/20200629123011_update_pg_trgm.rb` is using [ALTER EXTENSION](https://www.postgresql.org/docs/10/sql-alterextension.html);
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- `db/migrate/20201027101809_create_payment_schedule_items.rb` is using [jsonb](https://www.postgresql.org/docs/9.4/static/datatype-json.html);
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- `db/migrate/20230112151631_add_places_cache_to_slot.rb` is using [jsonb](https://www.postgresql.org/docs/9.4/static/datatype-json.html);
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