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ds-chat/backend/README.md
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ksmithandClaude Sonnet 5 0b995ef75f Phase 5: Redis pub/sub for horizontal scaling
Splits the WebSocket layer into three pieces so one app instance and many
behave identically: ConnectionManager stays a purely local socket registry;
RoomBroadcaster publishes chat messages to a per-room Redis channel and
every instance (including the publisher) forwards received messages to its
own local sockets via a single psubscribe("room:*") listener started in
main.py's lifespan; Presence is a Redis-backed refcounted hash per room
tracking who's connected across all instances.

Presence replaces the old process-local connected_user_ids check that
Phase 4's offline-push logic used -- without it, a user connected on a
different instance would look offline and get a redundant push. Fixing
this was scoped in beyond the issue's literal ask (message fan-out only)
since it's a real correctness gap in a phase specifically about running
more than one instance; a known limitation (no heartbeat/TTL, so a hard
crash leaks a presence increment) is documented in the README instead of
solved here.

New tests/test_broadcast.py spins up two independent app instances sharing
one Postgres + Redis to prove delivery and presence both actually cross
the Redis boundary, not just work in-process. Manually verified the same
thing against two real uvicorn processes on different ports.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-14 07:13:06 -06:00

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Markdown

# KeepItTalking backend (Phase 1 + 2 + 4 + 5)
FastAPI + SQLAlchemy 2.0 (async) + PostgreSQL + Redis. Implements auth, room
CRUD (open and private), room roles (owner/admin/member) and invites, a
WebSocket chat endpoint that fans out across multiple app-server instances
via Redis pub/sub, and Web Push notifications for offline room members. See
`../ARCHITECTURE.md` for the full system design and the phased build plan.
This is an **invite-only site**: there is no public registration endpoint.
Accounts are created by an operator on the app server — see step 4 below.
## Local dev setup
### 1. Postgres
Any local Postgres 14+ works. The quickest option is a container:
```bash
docker run -d --name chatapp-postgres \
-e POSTGRES_USER=chatapp -e POSTGRES_PASSWORD=chatapp -e POSTGRES_DB=chatapp \
-p 5432:5432 postgres:16-alpine
```
Then create the test database (used by the test suite, kept separate from dev data):
```bash
docker exec chatapp-postgres psql -U chatapp -d chatapp -c "CREATE DATABASE chatapp_test;"
```
(Docker here is purely a local-dev convenience for standing up Postgres quickly —
the actual deployment target has no containers at all, see `ARCHITECTURE.md` §9.)
### 2. Redis
Used for cross-instance WebSocket fan-out and presence (see the section
below). Required — there's no in-memory fallback.
```bash
docker run -d --name chatapp-redis -p 6379:6379 redis:7-alpine
```
### 3. Python environment
```bash
cd backend
python3 -m venv .venv
.venv/bin/pip install -e ".[dev]"
cp .env.example .env
# edit .env: set SESSION_SECRET to a long random string, e.g.
# python3 -c "import secrets; print(secrets.token_urlsafe(32))"
```
### 4. Migrations
```bash
.venv/bin/alembic upgrade head
```
### 5. Create a user
There's no public sign-up. Create accounts directly with the CLI (add
`--admin` to grant `is_site_admin`, useful ahead of the phase-6 admin portal):
```bash
.venv/bin/python -m app.cli create-user alice alice@example.com "some-password"
```
### 6. (Optional) Set up push notifications
Push works without any setup — `VAPID_PUBLIC_KEY`/`VAPID_PRIVATE_KEY` are
unset by default and push delivery is silently skipped. To enable it:
```bash
.venv/bin/python -m app.cli generate-vapid-keys
# paste the three printed lines into backend/.env
```
### 7. Run the dev server
```bash
.venv/bin/uvicorn app.main:app --reload
```
API docs: http://localhost:8000/docs. WebSocket chat endpoint: `ws://localhost:8000/ws/chat`.
To try horizontal scaling locally, run a second instance on another port
against the same Postgres + Redis (`.venv/bin/uvicorn app.main:app --port 8001`)
— a message sent through one instance's WebSocket is delivered to clients
connected to the other, purely via Redis.
### 8. Run tests
Tests run against a real Postgres database (`chatapp_test` by default — native
`ENUM`/`UUID` types aren't faithfully reproduced by SQLite) and a real Redis
(db 15 by default, kept separate from dev use of db 0), with each test
wrapped in a transaction that's rolled back afterward:
```bash
DATABASE_URL=postgresql+asyncpg://chatapp:chatapp@localhost:5432/chatapp_test .venv/bin/pytest
```
## Layout
```
app/
main.py create_app(), session middleware, router/WS mounting
config.py environment-driven settings (pydantic-settings)
database.py async engine/session, get_db() dependency
dependencies.py get_current_user, require_room_member, require_room_role
security.py argon2 password hashing
cli.py `python -m app.cli create-user` / `generate-vapid-keys`
models/ SQLAlchemy models (users, rooms, room_memberships,
messages, room_invites, push_subscriptions)
schemas/ Pydantic request/response models
routers/ auth, rooms, invites, push, health
services/ business logic called by routers
ws/ connection_manager (local sockets), presence +
broadcaster (Redis), /ws/chat handler
alembic/ migrations
tests/ pytest + httpx/TestClient tests
```
## Cross-instance broadcast (Phase 5)
The WebSocket layer is split into three pieces so that running one app
instance and running many behave identically:
- `app/ws/connection_manager.py` — purely local: which sockets on *this*
process are in which room, used only to actually `send_json` to them.
- `app/ws/broadcaster.py` (`RoomBroadcaster`) — on a chat message,
`publish()`s it to a Redis channel scoped to the room (`room:{id}`).
Every app instance, including the publisher, runs a single background
`listen()` task (started in `app/main.py`'s lifespan) pattern-subscribed
to `room:*`; each message it receives is handed to its own local
`ConnectionManager.broadcast()`. One instance just talks to itself
through Redis, so there's no separate single-instance code path.
- `app/ws/presence.py` (`Presence`) — a Redis hash per room
(`presence:{room_id}`, field = user ID, value = connection refcount) is
the cross-instance answer to "is this member connected *anywhere* right
now," which is what the Phase 4 offline-push check uses instead of the
local `ConnectionManager`. Refcounted so a user connected from two tabs
(or two instances) isn't marked offline until every connection closes.
Known limitation: `Presence` has no heartbeat/TTL, so a hard process crash
(not a clean disconnect) leaks that connection's increment forever — same
category of simplification as the "no server-side session revocation" note
below.
## Push notifications (Phase 4)
`POST /api/push/subscribe` (upserts by `endpoint`) / `DELETE /api/push/subscribe`
manage a user's `push_subscriptions` rows; `GET /api/push/vapid-public-key` gives
the frontend the key it needs for `PushManager.subscribe()`. On every chat
message, `app/ws/chat.py` computes `room members - Presence.
connected_user_ids(room_id)` (who's actually connected to *that room* right
now, across every app instance — see Phase 5 below) and sends each offline
member a push via `pywebpush`, awaited inline against the same
request-scoped session rather than fired as a background task — the
broadcast to online members already happened by that point, so nothing
online-facing is delayed, and it sidesteps `asyncio.create_task()`s outliving
the session/event loop they were created on. An expired/invalid subscription
(pywebpush 404/410) is deleted automatically.
## Room roles and invites (Phase 2)
Rooms can be `open` (anyone can join via `POST /api/rooms/{id}/join`) or
`private` (`is_private: true` at creation — joinable only via invite). Room
roles are `owner` > `admin` > `member`:
- **member**: post messages, leave the room
- **admin**: edit room settings, create/list/revoke invites, remove plain members
- **owner**: everything admin can, plus delete the room, remove admins, change
member roles, and transfer ownership
Invite flow: an admin+ calls `POST /api/rooms/{id}/invites` with an existing
`target_username`; the invited user sees it via `GET /api/invites/mine` and
calls `POST /api/invites/{id}/accept` (or `/decline`). `GET /api/rooms/mine`
lists every room (open + private) the current user belongs to, alongside
their role.
## Notes / scope decisions
- Invite-only site registration: no `POST /api/auth/register`. Accounts are
provisioned with `python -m app.cli create-user` (see step 4 above). This is
separate from *room* invites above — site accounts vs. room membership.
- Room invites are by **username only**`room_invites.target_email` exists
in the schema (per `ARCHITECTURE.md`) but is unused, since there's no
email-delivery mechanism anywhere in the stack yet.
- Sessions are signed cookies (Starlette `SessionMiddleware`), not a server-side
session table — see `ARCHITECTURE.md`'s rationale (simplest way to carry auth
through a WebSocket handshake). This means there's currently no way to force-
revoke a session server-side; that needs a real session table later.
- No CSRF token yet — `SameSite=Lax` cookies plus a same-origin frontend dev
proxy (see `../frontend/vite.config.ts`) is the accepted phase-1 mitigation.
- Deleting a room explicitly deletes its messages/memberships/invites first
(`room_service.delete_room`) rather than relying on DB-level cascades.