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Procurement Concierge

The Procurement Concierge is a web application that enables Buyers to work with Program Staff to publish Requests for Information, and for Vendors to respond to them. In addition, Vendors can use this tool to publish their own ideas, enabling Program Staff to facilitate connections between Buyers and Vendors.

This document describes the project's developer environment, technical architecture and deployment infrastructure.

Table of Contents

Project Organisation

The Concierge is a full-stack TypeScript web application that uses MongoDB for persistence. It is written in a functional and declarative style with the goal of maximising compile-time guarantees through type-safety.

Concierge Architecture

The source code is split into four parts:

Front-End (src/front-end)

A TypeScript single-page application using React, Immutable.js, Bootstrap and SASS. The front-end's build system is executed by Grunt.

The front-end's state management framework (src/front-end/lib/framework.tsx) provides type-safe state management, and is heavily influenced by the Elm Architecture. If you've used Redux before, you will find this to be very similar since Redux is also based on the Elm Architecture. The main difference is that this project's framework derives greater inspiration from the Elm Architecture and it aims to be far more type-safe than Redux.

Concierge Front-End Architecture

Back-End (src/back-end)

A TypeScript server that vends the front-end's build assets (src/back-end/lib/routers/front-end.ts) as well as a JSON CRUD API (src/back-end/lib/resources/**.ts) that performs business logic and persists data to a MongoDB database.

The server framework (src/back-end/lib/server/index.ts) provides type-safe abstractions for API development, and is executed by Express (src/back-end/lib/server/adapters.ts).

Concierge Back-End Architecture

CRUD Resources

CRUD resources are created in a standardised, type-safe way in this project. CRUD abstractions are located in src/back-end/lib/crud.ts, and it is recommended to review this module prior to extending the API.

Shared (src/shared)

The src/shared folder contains modules that expose types and functions that are used across the entire stack: front-end and back-end.

Database Migrations (migrations)

All database migration logic is stored in the migrations folder. Migrations are managed by the migrate NPM module, and use the native MongoDB driver to execute them. The MongoDB-related environment variables described below are required to define the database to connect to.

You can create a migration using the following command:

npm run migrations:create -- <MIGRATION_NAME>

This command creates a migration file from a template and stores it at migrations/migrations/{TIMESTAMP}_{MIGRATION_NAME}.ts.

DO NOT delete or change committed migration files. Creating and executing migrations is a stateful process, and, unless you know what you are doing, running a database migration should be viewed as an irreversible process.

Contributing

Features should be implemented in feature branches. Create a pull request against the develop branch to have your work reviewed for subsequent deployment.

The develop branch contains all approved code.

The master branch contains work that has passed the Quality Assurance process and is ready to be deployed to production.

Hotfixes can be merged directly to master via a pull request, but should be merged back into the develop branch as well.

Development Environment

Dependencies

If you are using NixOS or the Nix package manager, running nix-shell will install all necessary dependencies, and drop you in a shell with them accessible in your $PATH.

If you are not using Nix, please ensure the following packages have been installed:

  • Node.js 14.x
  • SASS
  • MongoDB 3.6.x
  • Docker
  • Docker Compose 3.x

Once complete, cd into this repository's root directory and proceed to install NPM dependencies:

npm install

Quick Start

Once you have installed all necessary dependencies, create a .env file and replace the placeholder values with your credentials. Refer to the "Environment Variables" section below for further information.

cp sample.env .env
# Open .env in your text editor.

Finally, open three terminals and run the following commands:

docker-compose up -d db # Terminal 1, starts a local MongoDB server.
npm run back-end:watch # Terminal 2, starts the back-end server.
npm run front-end:watch # Terminal 3, builds the front-end source code.

Then, visit the URL logged to your terminal to view the now locally-running web application.

You can stop the local MongoDB server by running docker-compose down.

You can wipe the local MongoDB server by removing the .db directory.

You can also run the application in a docker container locally, by using docker-compose up -d (do not specify the db service). This will build the front-end, and run the back-end as a service in the background.

NPM Scripts

It is recommended that developers use the following scripts defined in package.json to operate this web application:

# Usage
npm run <SCRIPT_NAME>
Script Name Description
start Runs the back-end server.
front-end:lint Lints the front-end source code using tslint.
front-end:typecheck Typechecks the front-end source code using tsc.
front-end:test Runs unit tests for the front-end source code.
front-end:build Builds the front-end using grunt.
front-end:watch Builds the front-end using grunt, and rebuilds it whenever a front-end or shared source file changes.
front-end:typedoc Builds TypeDoc API documentation for the front-end source code.
back-end:lint Lints the back-end source code using tslint.
back-end:typecheck Typechecks the back-end source code using tsc.
back-end:test Runs unit tests for the back-end source code.
back-end:start Starts the back-end server.
back-end:watch Starts the back-end server inside a nodemon process, and restarts it whenever a back-end or shared source file changes.
back-end:typedoc Builds TypeDoc API documentation for the back-end source code.
shared:typedoc Builds TypeDoc API documentation for the shared source code.
migrations:create Creates a migration file from a template in migrations/migrations.
migrations:up Runs migrations using their exported up functions.
migrations:down Runs migrations using their exported down functions.
typedoc:build Builds all TypeDoc API documentation.
typedoc:start Serves TypeDoc documentation on a local server.
docs:readme-toc Generate and insert a table of contents for README.md.
docs:licenses Generate the list of licenses from this project's NPM dependencies in OPEN_SOURCE_LICENSES.txt.

Environment Variables

Developers can configure the following environment variables to alter how the web application is built and/or run. All environment variables affect the back-end server's functionality, and are sanitised in src/back-end/config.ts. NODE_ENV is the only environment variable that affects how the front-end source code is built.

In development, developers can create a .env file in the repository's root directory to configure environment variables. As a convenience, developers can refer to sample.env as a guide.

Name Description
NODE_ENV The back-end run-time's environment, or the front-end's build target. Possible values include either "development" or "production".
SERVER_HOST The IPv4 address for the back-end to bind to.
SERVER_PORT The TCP port for the back-end to bind to.
BASIC_AUTH_USERNAME An HTTP basic auth username to limit access to the web application.
BASIC_AUTH_PASSWORD_HASH A password hash to authenticate HTTP basic auth passwords to limit access to the web application.
MONGO_URL The MongoDB database to connect to.
DATABASE_SERVICE_NAME Auto-generated by OpenShift.
${DATABASE_SERVICE_NAME}_SERVICE_HOST The MongoDB host to connect to in OpenShift.
${DATABASE_SERVICE_NAME}_SERVICE_PORT The MongoDB port to connect to in OpenShift.
MONGODB_USER The MongoDB user to connect with in OpenShift.
MONGODB_PASSWORD The MongoDB password to connect with in OpenShift.
MONGODB_DATABASE_NAME The MongoDB database to connect to in OpenShift.
TOKEN_SECRET The secret used to hash ForgotPasswordTokens.
COOKIE_SECRET The secret used to hash cookies.
FILE_STORAGE_DIR The location to store uploaded files.
SENDGRID_USER A SendGrid SMTP username to test transactional emails in development.
SENDGRID_PASS A SendGrid SMTP password to test transactional emails in development.
MAILER_NOREPLY The no-reply email address to use for email notifications. If using SendGrid in development, this must match a registered sender in Sendgrid.
MAILER_HOST SMTP server host for transactional emails in production.
MAILER_PORT SMTP server port for transactional emails in production.
MAILER_FROM The sender for transactional emails.
MAILER_ROOT_URL The domain used for links in transactional email bodies.
CONTACT_EMAIL The Procurement Transformation team's contact email address.
SCHEDULED_MAINTENANCE A boolean flag (0 for false, 1 for true) to turn off CRUD endpoints and vend a downtime HTML page to all users when set to a non-zero number.
HIDE_VENDOR_IDEAS Feature flag for hiding the Vendor Ideas / Unsolicited Proposals features. Defaults to false. Set to true to hide features.
FORCE_SHOW_VENDOR_IDEAS A semi-colon separated list of user emails that will allow certains users to access the Vendor Ideas / Unsolicited Proposal features, despite them being hidden. Has no effect if HIDE_VENDOR_IDEAS is set to false.

Deployment

This project is deployed to the Government of British Columbia's own OpenShift infrastructure. NOTE The instructions below apply to deployment to the OpenShift 4 (OCP4) environment, and no longer apply to deployment to OCP3 environments.

Environments

We have three application environments:

OpenShift Project Name URL
1b91ec-dev Development https://app-concierge-dev.apps.silver.devops.gov.bc.ca
1b91ec-test Test https://app-concierge-test.apps.silver.devops.gov.bc.ca
1b91ec-prod Production https://app-concierge-prod.apps.silver.devops.gov.bc.ca

The Development, Test and Staging environments are secured behind HTTP Basic Auth. Please contact a team member to access these credentials.

Deployment Process

The "1b91ec-tools" OpenShift project is used to trigger the deployment process for all environments.

To deploy to the Development environment, start a build for "app-concierge-dev", and OpenShift will build and deploy HEAD from the development branch into the Dev environment listed above.

To deploy to the Test environment, start a build for "app-concierge-test", and OpenShift will build and deploy HEAD from the master branch into the Test environment listed above.

To deploy to the Production environment, start a build for "app-concierge-prod", and OpenShift will build HEAD from the master branch. You will need to manually deploy the build to the Production environment listed above once it completes by deploying the "app-concierge-prod" deployment in the "1b91ec-prod" project.

For instructions on building images for each of the environments and setting up build and deployment configurations in OpenShift 4, please refer to the instructions in openshift/README.md.

Running Database Migrations

Using an environment's deployment shell, run npm run migrations:up or npm run migrations:down in the root of this repository's directory.

Backups

Automated backups of the MongoDB database are performed with the BC Government Backup Container. Full documentation for this tool can be found here: https://github.com/BCDevOps/backup-container. The schedule for automated backups is as follows:

  • Every 6 hours with a retention of 4 backups
  • Every 24 hours with a retention of 1 backup (daily)
  • Every week with a retention of 4 backups (weekly)
  • Every month with a retention of 1 backup (monthly)

A manual backup can be immediately performed by connecting to the backup container pod in OpenShift and running backup.sh -1.

Backup archives are stored in the same OpenShift project as the Procurement Concierge application, on a separate provisioned volume.

You can find instructions for building and deploying the Backup Container images to OpenShift 4 here.

Restoring from Backup

In the unfortunate event that you need to restore your data from a backup archive, the backup.sh script can be used to restore from the last backup file. Refer to https://github.com/BCDevOps/backup-container#restore for details on how to use this script.

Replica Sets

If you are deploying the Concierge application to OpenShift, we recommend running the MongoDB database as a replica set, or Stateful Set in OpenShift. Replica sets use redundant pods on separate nodes to minimize downtime and mitigate data loss. We have provided the necessary configuration and instructions for setting up the replica set in openshift/README.md.

Replica Sets

If you are deploying the Concierge application to OpenShift, we recommend running the MongoDB database as a replica set, or Stateful Set in OpenShift. Replica sets use redundant pods on separate nodes to minimize downtime and mitigate data loss. We have provided the necessary configuration and instructions for setting up the replica set and configuring the application below.

IMPORTANT: Create a backup of your existing database before migrating to a replica set. This is in case anything goes wrong, and for transferring over data to the replica set.

  1. Create the replicaset

    • If you wish to change any of the defaults (i.e. database name, passwords, etc.), edit the file openshift/mongodb-replicaset and change the appropriate parameters values before performing the steps below
    • Run oc new-app openshift/mongodb-replicaset.yaml to create the replicaset from the openshift command line tools
  2. Migrate existing data to the replicaset

    • Scale down the Concierge application using the existing MongoDB database OR set the SCHEDULED_MAINTENANCE environment variable in the Concierge application deployment to 1
    • Create a data dump of your existing database with mongodump -u admin -p <admin-password> --authenticationDatabase=admin
    • Use the mongo-restore tool to transfer the existing database data to the new replicaset mongorestore -u admin -p <admin-password> --authenticationDatabase=admin
  3. Configure the Concierge application to use the replicaset

    • Update the environment variables for DATABASE_SERVICE_NAME, MONGODB_USER, MONGODB_PASSWORD, MONGODB_DATABASE_NAME
    • Add a new environment variable called MONGODB_REPLICA_NAME and assign it the name of the replicaset (by default this is rs0)
    • Scale the Concierge application back up / change SCHEDULED_MAINTENANCE environment variable to 0
  4. Set the backup pod to point to the replicaset

    • Update the environment variable MONGODB_URI in the devexutils_backup deployment to reflect the new username, password, database service name, and database name.
    • Redeploy
  5. Cleanup

    • Remove the old mongodb deployment
    • Remove the old mongodb service
    • Remove the old mongodb storage
    • Remove the old mongodb persistent volume

Team

The Procurement Concierge is currently operated by the BC Developers' Exchange within the Government of British Columbia.

This project was originally built by the digital product development team at Real Folk.

Credits

This project would not have been possible by the incredible work done by open source project maintainers. The licenses for open source projects used by the Procurement Concierge Program's web app are documented in OPEN_SOURCE_LICENSES.tx.

In addition, the hero image on the web app's landing page is provided by Cytonn Photography on Unsplash.