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compare: PER-14389-migrate-from-cloud-import-guide
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  • 8 commits
  • 2 files changed
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Commits on Jul 8, 2026

  1. PER-14389: add "Migrate from Permit Cloud" on-prem import guide

    Customer-facing guide for importing a Permit-delivered migration data
    package into an on-prem deployment: package request/verification, DB
    backup, write-freeze, ordered table import (with the same-session
    FK-disable form for api_key/pdp_config), post-import cleanup and
    superuser grant, org-filtered verification against the manifest,
    Keycloak email-linking for member access, and troubleshooting.
    
    Import side only — the export is performed by Permit and delivered as a
    secure download link; no internal tooling is referenced.
    
    Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
    EliMoshkovich and claude committed Jul 8, 2026
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  2. PER-14389: round-2 review fixes — disclosure + customer-friendliness

    Critical: the SDK cutover snippet omitted the api_url override, so a
    migrated app's management calls would silently keep writing to the old
    Permit Cloud workspace; it also pointed pdp= at the platform domain
    instead of an on-prem PDP deployment. Now shows both endpoints with a
    do-not-skip caution and links PDP Deployment.
    
    Over-disclosure removed:
    - 41-table schema list replaced with a manifest-driven loop
      (manifest.import.tables_in_order / fk_disabled_tables — contract added
      to the export in the backend PR), so public docs carry no schema dump
      and can't drift per installer version
    - avp_policy_store_id cleanup SQL (cloud-provider internals) moved to
      the package README; docs keep only the customer-relevant review bullets
    - unilateral commitments softened: audit retention period, download-link
      expiry, "without code changes"/"automatically regain access" guarantees
    
    Friendliness: "At a glance" orientation (phases, downtime window, done
    criteria, Permit assistance), pg_restore rollback snippet, jq/tar/sha256
    prerequisites, replica-count note before scale-down, FK-bypass scoping
    caution, platform-wide superuser caution, dependency-order gloss, and
    the standard Support footer.
    
    Build: 0 bad links, 0 bad anchors.
    
    Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
    EliMoshkovich and claude committed Jul 8, 2026
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  3. PER-14389: single-transaction import (FK-graph analysis fix)

    FK-graph verification against the schema found the documented ordered
    import cannot work for all customers: v2_project <-> v2_policy_repo
    reference each other (a genuine FK cycle, hit by any GitOps org), plus
    two more order violations masked in the original validation by empty
    tables. The import now runs as one FK-deferred transaction
    (--single-transaction + ON_ERROR_STOP): all-or-nothing, safe because the
    package is a single consistent snapshot, and simpler for customers -
    any failure rolls back cleanly and the step is just rerun.
    
    Troubleshooting updated accordingly (partial-import scenario no longer
    exists; added a guard entry for packages predating manifest.import).
    
    Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
    EliMoshkovich and claude committed Jul 8, 2026
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  4. PER-14389: final proofread fixes — version-safe atomicity + clarity

    - Replace --single-transaction with explicit BEGIN/COMMIT: on psql <= 14 a
      client-side \COPY failure under --single-transaction COMMITs the
      already-loaded tables (rollback-on-client-error landed in psql 15),
      breaking the all-or-nothing promise; explicit BEGIN/COMMIT is atomic on
      every version (verified empirically on psql 14 and 16).
    - Admonition: "turned off" not "deferred" (no DEFERRABLE semantics), and
      forward-reference the step-6 member cleanup as the one known exception
      to snapshot consistency.
    - Step 8: log out/in only works after the step-9 restart.
    - Step 9: per-deployment scale commands (one --replicas flag can't express
      three different counts).
    - Troubleshooting: "prints no COPY lines" (psql still prints SET/BEGIN).
    
    Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
    EliMoshkovich and claude committed Jul 8, 2026
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Commits on Jul 13, 2026

  1. PER-14389: review fixes — drop /api prefix, portable kubectl scale form

    - api_url must not carry an /api suffix: on-prem routes only /v2/ through
      the frontend nginx to the backend (verified against the platform chart
      ingress and permit-backend APP_PREFIX); with /api every SDK management
      call lands on the SPA fallback and returns HTML (Zeev's finding)
    - scale-down command uses the explicit deployment/<name> resource form
      with flags first (portable across kubectl versions; Copilot's finding)
    - management.mdx backend health check: /api/v2/health -> /v2/healthy
      (the actual backend route; same /api routing hole as above)
    
    Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
    EliMoshkovich and claude committed Jul 13, 2026
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Commits on Jul 23, 2026

  1. PER-14389: self-service export via Organization API key

    Reframes the migrate-from-cloud guide so customers run the whole migration
    themselves. Adds "Step 0: Export Your Data from Permit Cloud":
    
    - generate an Organization API key (management access) in Settings -> API Keys
    - call GET /v2/data-export with the Bearer token to download the package
    - freeze-writes, version-alignment, and audit-log notes; 413 -> ask Permit to
      run the offline export for very large orgs
    
    Reconciles the rest of the page with the self-service package (data/ +
    manifest.json only): package-contents tree, policy-repo guidance (ask Permit
    for the default repo clone), self-contained cloud-config cleanup (no package
    README), prerequisites and filenames, and the "no COPY lines" troubleshooting.
    The import steps (single-transaction FK-deferred) are unchanged.
    
    Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
    EliMoshkovich and claude committed Jul 23, 2026
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  2. PER-14389: remove audit-log/OpenSearch references from the migration …

    …guide
    
    The customer migration page no longer mentions audit-log history export
    (dropped the "not included / request from your account team" notes in Step 0
    and in "What is not migrated"). The page is dedicated to the RDS data
    migration: self-serve export via the API, then import into the customer's own
    on-prem deployment.
    
    Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
    EliMoshkovich and claude committed Jul 23, 2026
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  3. PER-14389: async export flow in the migration guide

    Step 0 now documents the export as start -> poll -> download: POST
    /v2/data-export to start, poll GET /v2/data-export/{task_id}, then download
    from the short-lived presigned URL in result.download_url. Notes the link is
    short-lived + secret, and the too-large case surfaces as a poll failure.
    
    Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
    EliMoshkovich and claude committed Jul 23, 2026
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