Files
meshcore-analyzer/docs/deployment.md
T
63bfa3d910 feat(security): detect CDN-fronted deployment + document bypass requirement (closes #1561) (#1564)
Closes #1561. Follow-up to #1551.

## Why

#1551 added `Cache-Control: no-store` to all `/api/*` responses. That's
sufficient for CDNs that honour origin headers (Varnish, nginx). It is
**not** sufficient for Cloudflare zones where Cache Rules / Page Rules
override origin Cache-Control.

Field evidence from the meshat.se diagnosis (2026-06-04): observers
behind Cloudflare were returning `cf-cache-status: HIT` with `age` up to
~6 hours despite the origin emitting `no-store`. The CDN was caching per
zone policy and ignoring the upstream directive — exactly the failure
mode #1551 cannot reach. The application has no way to inject CDN rules;
the only durable fix is operator-side.

This PR makes that operator step discoverable and verifiable.

## What

### Server-side detection (log-only)

`cmd/server/cdn_detection.go` adds a middleware wired into the `/api/*`
chain after `noStoreAPIMiddleware`. On the **first** request bearing any
CDN-typical header (`CF-Connecting-IP`, `CF-Ray`, `X-Forwarded-For`,
`X-Real-IP`, `Fastly-Client-IP`, `True-Client-IP`) it logs:

```
[security] WARNING: detected request via CDN (CF-Ray header present).
Ensure /api/* is bypassed in your CDN config — see docs/deployment-behind-cdn.md.
Cached API responses cause observer-flap and incorrect dashboards.
```

`sync.Once` guarantees the warning fires at most once per process boot.
The middleware never blocks, never modifies the response, never adds
headers. Detection is observational only — operators who run behind a
CDN without bypass have a real bug; the warning is appropriate.

### Operator documentation

`docs/deployment.md` gains a new **"Behind a CDN (Cloudflare, Fastly)"**
section covering:

1. Curl verification command + healthy vs unhealthy output examples
2. Cloudflare Cache Rule creation (URI Path starts-with `/api/` → Bypass
cache)
3. Legacy Page Rules equivalent
4. Fastly note
5. Re-verification
6. Meaning of the startup log warning
7. Why we can't fix this server-side

`docs/deployment-behind-cdn.md` is the canonical path the log message
references — it's a short TL;DR that links back to the full section.

### Healthcheck script

`scripts/check-cdn-bypass.sh` — POSIX sh, no dependencies beyond curl +
grep + awk. Operators run:

```sh
scripts/check-cdn-bypass.sh https://your-domain.example.com
```

Exits `0` with `OK: no CDN caching detected ...` or `1` with a precise
diagnostic naming the offending header (`cf-cache-status: HIT` or stale
`age`).

## TDD

- **Red commit `e90ccaba`** (`test(security): RED ...`) —
`cmd/server/cdn_detection_test.go` (4 Go tests + 6 subtests for each
header) and `scripts/test-check-cdn-bypass.sh` (3 shell harness cases).
Middleware stub returns `next` unchanged so tests compile and fail on
assertions, not build errors.
- **Green commit `5e6a60b5`** (`feat(security): GREEN ...`) — real
middleware, wiring in `routes.go`, healthcheck script, doc.

## Deliverables

| File | Status | Purpose |
|------|--------|---------|
| `cmd/server/cdn_detection.go` | new | middleware + sync.Once warning |
| `cmd/server/cdn_detection_test.go` | new | 4 Go tests (1 stand-alone +
1 silence + 1 once + 1 table-driven over 6 headers) |
| `cmd/server/routes.go` | modified | `r.Use(cdnDetectionMiddleware)`
after no-store |
| `docs/deployment.md` | modified | TOC entry + "Behind a CDN" section |
| `docs/deployment-behind-cdn.md` | new | canonical path referenced by
log message + script output |
| `scripts/check-cdn-bypass.sh` | new | operator-runnable healthcheck |
| `scripts/test-check-cdn-bypass.sh` | new | shell harness with fake
curl |

## What this PR explicitly does NOT do

- Does not block requests based on CDN detection (log-only).
- Does not enforce CDN bypass (impossible — operator-controlled).
- Does not spoof, strip or modify CDN headers.
- Does not add CSP / HSTS / other security headers (out of scope).
- Warning is not configurable — operators behind a CDN without bypass
have a real bug, surfacing it is correct.

## Verification

- `go test ./...` in `cmd/server/` — full suite green.
- `sh scripts/test-check-cdn-bypass.sh` — 3/3 pass.
- Preflight checklist — all 11 gates clean (PII, branch scope, red
commit, CSS vars, CSS self-fallback, LIKE-on-JSON, sync migration,
async-migration annotation, XSS sinks, img/SVG ratio, themed-img/SVG,
fixture coverage).

---------

Co-authored-by: openclaw-bot <bot@openclaw.local>
Co-authored-by: clawbot <bot@clawbot.invalid>
2026-06-04 13:14:09 +00:00

601 lines
16 KiB
Markdown

# CoreScope Deployment Guide
Comprehensive guide to deploying and operating CoreScope. For a quick start, see [DEPLOY.md](../DEPLOY.md).
## Table of Contents
- [System Requirements](#system-requirements)
- [Docker Deployment](#docker-deployment)
- [Configuration Reference](#configuration-reference)
- [MQTT Setup](#mqtt-setup)
- [TLS / HTTPS](#tls--https)
- [Behind a CDN (Cloudflare, Fastly)](#behind-a-cdn-cloudflare-fastly)
- [Monitoring & Health Checks](#monitoring--health-checks)
- [Backup & Restore](#backup--restore)
- [Troubleshooting](#troubleshooting)
---
## System Requirements
| Resource | Minimum | Recommended |
|----------|---------|-------------|
| RAM | 256 MB | 512 MB+ |
| Disk | 500 MB (image + DB) | 2 GB+ for long-term data |
| CPU | 1 core | 2+ cores |
| Architecture | `linux/amd64`, `linux/arm64` | — |
| Docker | 20.10+ | Latest stable |
CoreScope runs well on Raspberry Pi 4/5 (ARM64). The Go server uses ~300 MB RAM for 56K+ packets.
---
## Docker Deployment
### Quick Start (one command)
```bash
docker run -d --name corescope \
-p 80:80 \
-v corescope-data:/app/data \
ghcr.io/kpa-clawbot/corescope:latest
```
Open `http://localhost` — you'll see an empty dashboard ready to receive packets.
No `config.json` is required. The server starts with sensible defaults:
- HTTP on port 3000 (Caddy proxies port 80 → 3000 internally)
- Internal Mosquitto MQTT broker on port 1883
- Ingestor connects to `mqtt://localhost:1883` automatically
- SQLite database at `/app/data/meshcore.db`
### Full `docker run` Reference (recommended)
The bare `docker run` command is the primary deployment method. One image, documented parameters — run it however you want.
```bash
docker run -d --name corescope \
--restart=unless-stopped \
-p 80:80 -p 443:443 -p 1883:1883 \
-e DISABLE_MOSQUITTO=false \
-e DISABLE_CADDY=false \
-v /your/data:/app/data \
-v /your/Caddyfile:/etc/caddy/Caddyfile:ro \
-v /your/caddy-data:/data/caddy \
ghcr.io/kpa-clawbot/corescope:latest
```
#### Parameters
| Parameter | Required | Description |
|-----------|----------|-------------|
| `-p 80:80` | Yes | HTTP web UI |
| `-p 443:443` | No | HTTPS (only if using built-in Caddy with a domain) |
| `-p 1883:1883` | No | MQTT broker (expose if external gateways connect directly) |
| `-v /your/data:/app/data` | Yes | Persistent data: SQLite DB, config.json, theme.json |
| `-v /your/Caddyfile:/etc/caddy/Caddyfile:ro` | No | Custom Caddyfile for HTTPS |
| `-v /your/caddy-data:/data/caddy` | No | Caddy TLS certificate storage |
| `-e DISABLE_MOSQUITTO=true` | No | Skip the internal Mosquitto broker (use your own) |
| `-e DISABLE_CADDY=true` | No | Skip the built-in Caddy reverse proxy |
| `-e MQTT_BROKER=mqtt://host:1883` | No | Override MQTT broker URL |
#### `/app/data/.env` convenience file
Instead of passing `-e` flags, you can drop a `.env` file in your data volume:
```bash
# /your/data/.env
DISABLE_MOSQUITTO=true
DISABLE_CADDY=true
MQTT_BROKER=mqtt://my-broker:1883
```
The entrypoint sources this file before starting services. This works with any launch method (`docker run`, compose, or manage.sh).
### Docker Compose (legacy alternative)
Docker Compose files are maintained for backward compatibility but are no longer the recommended approach.
```bash
curl -sL https://raw.githubusercontent.com/Kpa-clawbot/CoreScope/master/docker-compose.example.yml \
-o docker-compose.yml
docker compose up -d
```
#### Compose environment variables
| Variable | Default | Description |
|----------|---------|-------------|
| `HTTP_PORT` | `80` | Host port for the web UI |
| `DATA_DIR` | `./data` | Host path for persistent data |
| `DISABLE_MOSQUITTO` | `false` | Set `true` to use an external MQTT broker |
| `DISABLE_CADDY` | `false` | Set `true` to skip the built-in Caddy proxy |
### manage.sh (legacy alternative)
The `manage.sh` wrapper script provides a setup wizard and convenience commands. It uses Docker Compose internally. See [DEPLOY.md](../DEPLOY.md) for usage. New deployments should prefer bare `docker run`.
### Image tags
| Tag | Use case |
|-----|----------|
| `v3.4.1` | Pinned release — recommended for production |
| `v3.4` | Latest patch in the v3.4.x series |
| `v3` | Latest minor+patch in v3.x |
| `latest` | Latest release tag |
| `edge` | Built from master on every push — unstable |
### Updating
```bash
docker compose pull
docker compose up -d
```
For `docker run` users:
```bash
docker pull ghcr.io/kpa-clawbot/corescope:latest
docker stop corescope && docker rm corescope
docker run -d --name corescope ... # same flags as before
```
Data is preserved in the volume — updates are non-destructive.
---
## Configuration Reference
CoreScope uses a layered configuration system (highest priority wins):
1. **Environment variables**`MQTT_BROKER`, `DB_PATH`, etc.
2. **`/app/data/config.json`** — full config file (volume-mounted)
3. **Built-in defaults** — work out of the box with no config
### Environment variable overrides
| Variable | Default | Description |
|----------|---------|-------------|
| `MQTT_BROKER` | `mqtt://localhost:1883` | MQTT broker URL (overrides config file) |
| `MQTT_TOPIC` | `meshcore/#` | MQTT topic subscription pattern |
| `DB_PATH` | `data/meshcore.db` | SQLite database path |
| `DISABLE_MOSQUITTO` | `false` | Skip the internal Mosquitto broker |
| `DISABLE_CADDY` | `false` | Skip the built-in Caddy reverse proxy |
### config.json
For advanced configuration, create a `config.json` and mount it at `/app/data/config.json`:
```bash
docker run -d --name corescope \
-p 80:80 \
-v corescope-data:/app/data \
-v ./config.json:/app/data/config.json:ro \
ghcr.io/kpa-clawbot/corescope:latest
```
See `config.example.json` in the repository for all available options including:
- MQTT sources (multiple brokers)
- Channel encryption keys
- Branding and theming
- Health thresholds
- Region filters
- Retention policies
- Geo-filtering
---
## MQTT Setup
CoreScope receives MeshCore packets via MQTT. The container ships with an internal Mosquitto broker — no setup needed for basic use.
### Internal broker (default)
The built-in Mosquitto broker listens on port 1883 inside the container. Point your MeshCore gateways at it:
```bash
# Expose MQTT port for external gateways
docker run -d --name corescope \
-p 80:80 -p 1883:1883 \
-v corescope-data:/app/data \
ghcr.io/kpa-clawbot/corescope:latest
```
### External broker
To use your own MQTT broker (Mosquitto, EMQX, HiveMQ, etc.):
1. Disable the internal broker:
```bash
-e DISABLE_MOSQUITTO=true
```
2. Point the ingestor at your broker:
```bash
-e MQTT_BROKER=mqtt://your-broker:1883
```
Or via `config.json`:
```json
{
"mqttSources": [
{
"name": "my-broker",
"broker": "mqtt://your-broker:1883",
"username": "user",
"password": "pass",
"topics": ["meshcore/#"]
}
]
}
```
### Multiple brokers
CoreScope can connect to multiple MQTT brokers simultaneously:
```json
{
"mqttSources": [
{
"name": "local",
"broker": "mqtt://localhost:1883",
"topics": ["meshcore/#"]
},
{
"name": "remote",
"broker": "mqtts://remote-broker:8883",
"username": "reader",
"password": "secret",
"topics": ["meshcore/+/+/packets"]
}
]
}
```
### MQTT topic format
MeshCore gateways typically publish to `meshcore/<gateway>/<region>/packets`. The default subscription `meshcore/#` catches all of them.
---
## TLS / HTTPS
### Option 1: External reverse proxy (recommended)
Run CoreScope behind nginx, Traefik, or Cloudflare Tunnel for TLS termination:
```nginx
# nginx example
server {
listen 443 ssl;
server_name corescope.example.com;
ssl_certificate /etc/ssl/certs/corescope.pem;
ssl_certificate_key /etc/ssl/private/corescope.key;
location / {
proxy_pass http://localhost:80;
proxy_http_version 1.1;
proxy_set_header Upgrade $http_upgrade;
proxy_set_header Connection "upgrade";
proxy_set_header Host $host;
}
}
```
The `Upgrade` and `Connection` headers are required for WebSocket support.
### Option 2: Built-in Caddy (auto-TLS)
The container includes Caddy for automatic Let's Encrypt certificates:
1. Create a Caddyfile:
```
corescope.example.com {
reverse_proxy localhost:3000
}
```
2. Mount it and expose TLS ports:
```bash
docker run -d --name corescope \
-p 80:80 -p 443:443 \
-v corescope-data:/app/data \
-v caddy-certs:/data/caddy \
-v ./Caddyfile:/etc/caddy/Caddyfile:ro \
ghcr.io/kpa-clawbot/corescope:latest
```
Caddy handles certificate issuance and renewal automatically.
---
## API Documentation
CoreScope auto-generates an OpenAPI 3.0 specification from its route definitions. The spec is always in sync with the running server — no manual maintenance required.
### Endpoints
| URL | Description |
|-----|-------------|
| `/api/spec` | OpenAPI 3.0 JSON schema — machine-readable API definition |
| `/api/docs` | Interactive Swagger UI — browse and test all 40+ endpoints |
### Usage
**Browse the API interactively:**
```
http://your-instance/api/docs
```
**Fetch the spec programmatically:**
```bash
curl http://your-instance/api/spec | jq .
```
**For bot/integration developers:** The spec includes all request parameters, response schemas, and example values. Import it into Postman, Insomnia, or any OpenAPI-compatible tool.
### Public instance
The live instance at [analyzer.00id.net](https://analyzer.00id.net) has all API endpoints publicly accessible:
- Spec: [analyzer.00id.net/api/spec](https://analyzer.00id.net/api/spec)
- Docs: [analyzer.00id.net/api/docs](https://analyzer.00id.net/api/docs)
---
## Behind a CDN (Cloudflare, Fastly)
If you front CoreScope with a CDN — Cloudflare, Fastly, Akamai, or
similar — you **must** configure the CDN to bypass cache for `/api/*`.
The server emits `Cache-Control: no-store` on every API response
(see #1551), but Cloudflare's zone-level Cache Rules and legacy Page
Rules can override origin headers. When that happens, observers, packets,
stats and other API responses get cached at the edge for minutes to hours,
producing observer-flap, stale dashboards and inconsistent state across
viewers.
### 1. Verify whether your CDN is caching `/api/*`
From **outside** the CDN (a different network than your origin), run:
```sh
curl -sI 'https://<your-domain>/api/observers' | grep -iE 'cf-cache|age|cache-control'
```
Healthy output (cache is bypassed):
```
cache-control: no-store
cf-cache-status: BYPASS
age: 0
```
Unhealthy output (CDN is caching despite `no-store`):
```
cache-control: no-store
cf-cache-status: HIT
age: 4732
```
`HIT` or `age > 0` means an intermediary is serving cached JSON. Fix it
before relying on the dashboard.
You can also run the bundled helper, which exits non-zero with a precise
diagnostic when caching is detected:
```sh
scripts/check-cdn-bypass.sh https://<your-domain>
```
### 2. Cloudflare: add a Cache Rule (recommended)
Cloudflare Dashboard → your zone → **Caching → Cache Rules → Create rule**:
- **When incoming requests match:** Field = `URI Path`, Operator = `starts with`, Value = `/api/`
- **Then:** Cache eligibility → **Bypass cache**
Save and deploy. Re-run the curl above; you should now see
`cf-cache-status: BYPASS`.
Legacy Page Rules equivalent (if your zone has no Cache Rules):
- URL pattern: `*your-domain*/api/*`
- Setting: **Cache Level → Bypass**
### 3. Fastly / other CDNs
Apply the equivalent bypass-cache rule for the `/api/` path prefix.
The key invariant is: any response from `/api/*` must reach the
browser uncached (no shared-cache HIT, no positive `Age` header).
### 4. Re-verify
After applying the rule, run step 1's curl from outside the CDN again
and confirm `cf-cache-status: BYPASS` (or absence of HIT) and `age: 0`.
### 5. Watch the server log
The server logs a one-shot warning at the first request bearing a
CDN-specific header (`CF-Connecting-IP`, `CF-Ray`, `Fastly-Client-IP`,
or `True-Client-IP`):
Generic reverse-proxy headers (`X-Forwarded-For`, `X-Real-IP`) are
deliberately NOT used as the signal — every nginx/Caddy/Traefik/k8s
deploy sets them, so they'd produce false positives on every
reverse-proxied install.
```
[security] WARNING: detected request via CDN (CF-Ray header present).
Ensure /api/* is bypassed in your CDN config — see docs/deployment-behind-cdn.md.
Cached API responses cause observer-flap and incorrect dashboards.
```
This is informational — the request is not blocked. Treat it as a
prompt to run the verification curl above. The warning logs at most
once per process boot, regardless of how many CDN-fronted requests
arrive.
### Why this can't be fixed server-side
CDN cache policy is operator-controlled. The application emits the
most conservative cache header it can (`Cache-Control: no-store`),
but Cloudflare Cache Rules / Page Rules have higher precedence than
origin headers in many zone configurations. The only durable fix is
the operator-side bypass rule.
---
## Monitoring & Health Checks
### Docker health check
The container includes a built-in health check that hits `/api/stats`:
```bash
docker inspect --format='{{.State.Health.Status}}' corescope
```
Docker reports `healthy` or `unhealthy` automatically. The check runs every 30 seconds.
### Manual health check
```bash
curl -f http://localhost/api/stats
```
Returns JSON with packet counts, node counts, and version info:
```json
{
"totalPackets": 56234,
"totalNodes": 142,
"totalObservers": 12,
"packetsLastHour": 830,
"packetsLast24h": 19644,
"engine": "go",
"version": "v3.4.1"
}
```
### Log monitoring
```bash
# All logs
docker compose logs -f
# Server only
docker compose logs -f | grep '\[server\]'
# Ingestor only
docker compose logs -f | grep '\[ingestor\]'
```
### Resource monitoring
```bash
docker stats corescope
```
---
## Backup & Restore
### Backup
All persistent data lives in `/app/data`. The critical file is the SQLite database:
```bash
# Copy from the Docker volume
docker cp corescope:/app/data/meshcore.db ./backup-$(date +%Y%m%d).db
# Or if using a bind mount
cp ./data/meshcore.db ./backup-$(date +%Y%m%d).db
```
Optional files to back up:
- `config.json` — custom configuration
- `theme.json` — custom theme/branding
### Restore
```bash
# Stop the container
docker stop corescope
# Replace the database
docker cp ./backup.db corescope:/app/data/meshcore.db
# Restart
docker start corescope
```
### Automated backups
```bash
# cron: daily backup at 3 AM, keep 7 days
0 3 * * * docker cp corescope:/app/data/meshcore.db /backups/corescope-$(date +\%Y\%m\%d).db && find /backups -name "corescope-*.db" -mtime +7 -delete
```
---
## Troubleshooting
### Container starts but dashboard is empty
This is normal on first start with no MQTT sources configured. The dashboard shows data once packets arrive via MQTT. Either:
- Point a MeshCore gateway at the container's MQTT broker (port 1883)
- Configure an external MQTT source in `config.json`
### "no MQTT connections established" in logs
The ingestor couldn't connect to any MQTT broker. Check:
1. Is the internal Mosquitto running? (`DISABLE_MOSQUITTO` should be `false`)
2. Is the external broker reachable? Test with `mosquitto_sub -h broker -t meshcore/#`
3. Are credentials correct in `config.json`?
### WebSocket disconnects / real-time updates stop
If behind a reverse proxy, ensure WebSocket upgrade headers are forwarded:
```nginx
proxy_http_version 1.1;
proxy_set_header Upgrade $http_upgrade;
proxy_set_header Connection "upgrade";
```
Also check proxy timeouts — set them to at least 300s for long-lived WebSocket connections.
### High memory usage
The in-memory packet store grows with retained packets. Configure retention limits in `config.json`:
```json
{
"packetStore": {
"retentionHours": 24,
"maxMemoryMB": 512
},
"retention": {
"nodeDays": 7,
"packetDays": 30
}
}
```
### Database locked errors
SQLite doesn't support concurrent writers well. Ensure only one CoreScope instance accesses the database file. If running multiple containers, each needs its own database.
### Container unhealthy
Check logs: `docker compose logs --tail 50`. Common causes:
- Port 3000 already in use inside the container
- Database file permissions (must be writable by the container user)
- Corrupted database — restore from backup
### ARM / Raspberry Pi issues
- Use `linux/arm64` images (Pi 4 and 5). Pi 3 (armv7) is not supported.
- First pull may be slow — the multi-arch manifest selects the right image automatically.
- If memory is tight, set `packetStore.maxMemoryMB` to limit RAM usage.