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# E09 — Product Documentation
Concept phase: none. Like [E08](E08-container-deployment.md), this epic is a delivery
addition rather than a product-scope change: the same application, documented well
enough that somebody who did not build it can install it, understand it, and operate it
without reading the source.
It does not change the product scope in
[`INTEGRATED_PIPELINE_CONCEPT.md`](../INTEGRATED_PIPELINE_CONCEPT.md). No safety
invariant moves, no schema changes, no new runtime capability. The one change to the
running application is a documentation view and the static assets it needs.
## Why the application serves its own documentation
The manuals describe an application that is reached over HTTP behind an access secret.
Documentation that lives only in the repository is unreachable from the deployment it
describes: an operator who has just been handed a URL and a secret has no Gitea account
in front of them. So the same markdown files are both the repository's documentation and
the deployment's `/docs` view, and neither is a copy of the other.
## Decisions made in this epic
**Markdown is the source.** Everything is written as markdown under `docs/`, so it is
reviewable in a diff, readable on Gitea, and renderable in the app. No documentation
format that only a tool can read.
**The renderer is vendored, not written and not fetched.** `marked` (MIT, no
dependencies, ships an ES module) is pinned and committed under
`frontend/js/vendor/`. A CDN is not an option: the application is deployed to a network
whose outbound access is not assumed, and `default-src 'self'` forbids it.
**Diagrams are mermaid, rendered client-side, with the script boundary intact.** The
claim that mermaid requires `'unsafe-eval'` was tested rather than believed: mermaid 11's
bundle contains no `eval(` and no `new Function` — only a lodash `Function("return this")`
global-detection fallback that short-circuits on `globalThis` and never executes.
Rendered under this application's exact CSP, a flowchart produced a 15.8 KB SVG and
raised **no `script-src` violation**. What it does raise is `style-src`: mermaid styles
its output with an injected `<style>` element and `style=` attributes.
So `script-src 'self'` stays exactly as US07-02 and US08-01 left it, and `style-src`
gains `'unsafe-inline'`. That relaxation is bounded on purpose: with `script-src` intact
no injected markup can execute, and with `img-src`, `connect-src`, and `font-src` all
still `'self'`, the CSS-based exfiltration channels stay closed. What remains is
defacement of a page the operator is already authenticated on.
The rejected alternative is recorded because it may become the better trade later:
pre-rendering each diagram to a committed SVG with the already-installed Playwright
(no Node toolchain needed) and serving that, which would leave CSP untouched entirely at
the cost of a generator and a freshness check. If `style-src 'unsafe-inline'` is ever
judged too much, that is the migration, and it does not change a single markdown file.
**Screenshots are produced, not pasted.** Every screenshot in the user manual is captured
by Playwright from the real application against a temporary fixture library, by the same
kind of code that already drives the browser suites. A screenshot nobody can regenerate
is a screenshot that silently stops being true.
**The documentation is held to the code by tests.** Configuration keys, CLI commands,
exit codes, API error codes, job and journal states, and module names all appear in both
the code and the manuals. Each of those is cross-checked, so the failure mode of stale
documentation is a red test rather than a misled operator.
## Stories
1. [US09-01 — Serve the documentation inside the application](stories/US09-01-docs-in-app.md)
2. [US09-02 — Write the installation and operations manual](stories/US09-02-installation-manual.md)
3. [US09-03 — Write the architecture overview](stories/US09-03-architecture-overview.md)
4. [US09-04 — Write the user manual with generated screenshots](stories/US09-04-user-manual.md)
5. [US09-05 — Automate documentation acceptance](stories/US09-05-docs-gate.md)
## Epic outcome
A deployed instance serves its own installation manual, architecture overview, and
illustrated user manual at `/app/#/docs`, rendered from the same markdown files that are
readable in the repository. Screenshots are regenerated from the running application,
every documented command, setting, state, and error code is cross-checked against the
code that implements it, and one gate fails the build when documentation and application
disagree.

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This backlog decomposes the phases in
[`INTEGRATED_PIPELINE_CONCEPT.md`](../INTEGRATED_PIPELINE_CONCEPT.md) into seven
epics and small, independently verifiable user stories, plus one delivery-format
epic (E08) that packages the released application as a deployable container.
epics and small, independently verifiable user stories, plus two delivery-format
epics: E08 packages the released application as a deployable container, and E09
documents it for the people who install, operate, and use it.
## Numbering and file naming
- Epics: `E01` through `E07`, matching concept Phases A through G; `E08` has no
concept phase and must not change product scope.
- Epics: `E01` through `E07`, matching concept Phases A through G; `E08` and `E09`
have no concept phase and must not change product scope.
- Stories: `US<epic>-<sequence>`, for example `US03-02`.
- Epic files: `E01-<slug>.md`.
- Story files: `stories/US01-01-<slug>.md`.
@@ -39,6 +40,7 @@ epic (E08) that packages the released application as a deployable container.
6. [E06 — Archive lifecycle](E06-archive-lifecycle.md)
7. [E07 — Hardening and release](E07-hardening-release.md)
8. [E08 — Container deployment](E08-container-deployment.md)
9. [E09 — Product documentation](E09-documentation.md)
## Shared definition of done

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# US09-01 — Serve the Documentation Inside the Application
Epic: [E09](../E09-documentation.md)
As an operator who was handed a URL and an access secret, I want the manuals inside the
application I am looking at, so that understanding it does not require a repository
checkout or an internet connection.
## Acceptance criteria
- Documentation lives as markdown under `docs/`, with an index that names every page and
the order it is meant to be read in. The same files render on Gitea without
modification.
- The application serves a `/docs` view reachable from the main navigation, listing the
pages and rendering the selected one.
- Rendering uses a vendored, version-pinned markdown library committed under
`frontend/js/vendor/`. It is not fetched from a CDN, not bundled by a build step, and
not written by hand. The build records the version and a checksum of the vendored file.
- Diagrams written as ```mermaid``` fenced blocks render as diagrams. Mermaid is vendored
the same way.
- `script-src` in the Content-Security-Policy is unchanged: no `'unsafe-eval'`, no
`'unsafe-inline'`. Only `style-src` gains `'unsafe-inline'`, and the reason is recorded
where the policy is defined.
- Links between documents work in the app: a relative `../foo.md#section` link navigates
to that page and heading rather than downloading a file or leaving the application.
Every heading has a stable anchor, and a deep link to an anchor scrolls to it.
- An unknown page renders a documentation-specific not-found message with a link back to
the index, and never exposes a filesystem path.
- Documentation is readable without an access secret **or** behind the same session as
the rest of the application — whichever is chosen is stated explicitly in the story's
implementation notes and covered by a test, because an operator locked out by a
configuration mistake is exactly who needs the troubleshooting page.
- The view works with no outbound network access at all.
## Automated tests
- Unit: heading-anchor slugs (duplicates, punctuation, non-ASCII), and the rewriting of
relative markdown links into in-app routes.
- Integration: every markdown file under `docs/` is reachable from the index; every
internal link in every document resolves to a file and, where an anchor is given, to a
heading that exists; the vendored library files match their recorded checksums.
- Browser: the documentation view renders a page, follows an internal link, deep-links to
an anchor, renders a mermaid diagram to an SVG, and shows the not-found message for an
unknown page — all with **zero console errors and zero CSP violations**, asserted, not
eyeballed.
## Dependencies
- None beyond the delivered application.

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# US09-02 — Write the Installation and Operations Manual
Epic: [E09](../E09-documentation.md)
As somebody installing this application for the first time, I want one manual that takes
me from nothing to a running instance pointed at my photo library, so that I do not have
to reconstruct the procedure from the README, the compose file, and the test suite.
## Acceptance criteria
- A **host installation** path: prerequisites and their versions (Python, exiftool,
immich-go, Playwright's browser for the test suite), virtual environment, dependency
install, `.env`, database migration, starting `serve` and `worker`, and how to verify
the install succeeded.
- A **container installation** path: the published image, the compose file, the data
volume, the library bind mount and why it is mounted the way it is, published ports,
running behind a reverse proxy with `PHOTO_PIPELINE_ALLOWED_HOSTS` and
`PHOTO_PIPELINE_TRUSTED_PROXIES`, and the Portainer/webhook deployment already in use.
- A **configuration reference**: every `PHOTO_PIPELINE_*` setting with its meaning,
default, accepted values, and whether it is a secret. Secrets are described, never
exemplified with a real-looking value.
- A **first run checklist** that ends in a verified state: library discovered, worker
claiming jobs, readiness endpoint green, diagnostics clean.
- **Operations**: upgrading (including what the migration backup does), backup, verify,
restore, pruning, diagnostics, and the log locations for each role.
- **Troubleshooting**: each refusal an operator can hit at startup — every non-zero exit
code of the CLI, the trust-boundary refusal, the unmounted library root refusal, the
library lock being held, and a legacy CLI still running — with the cause and the fix.
- The manual states the safety invariants an installer must not work around: one worker
writes, `_IGNORE/` is never read, EXIF is verified before upload, and the library lock
is authoritative.
## Automated tests
- Every `PHOTO_PIPELINE_*` setting documented exists as a field on `Config`, and every
field on `Config` is documented — both directions, so a new setting cannot ship
undocumented.
- Every CLI command and flag named in the manual exists in the argument parser, and every
subcommand the parser accepts appears in the manual.
- Every exit code documented is one the CLI can actually return.
- No documented example value collides with a real secret pattern (the repository's own
credential scanner runs over `docs/`).
## Dependencies
- US09-01

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# US09-03 — Write the Architecture Overview
Epic: [E09](../E09-documentation.md)
As a developer or reviewer new to this repository, I want an architecture overview that
explains what the pieces are and which rules they enforce, so that I can find the right
module and not violate an invariant I never knew existed.
## Acceptance criteria
- A **context diagram**: the operator, the browser application, the API and worker, the
photo library, the Immich server, the vision provider, and the archive destination —
with the direction and nature of every interaction, including which ones leave the
machine.
- A **runtime diagram**: the migrate/api/worker composition, the data volume, the library
bind mount, the SQLite database, and the process lock — showing what is shared and what
is exclusive.
- A **module map**: every package under `photo_pipeline/` with its responsibility and the
boundary it must not cross (which modules may touch the filesystem, which may call an
external provider, which own schema).
- **Key flows**, each as a diagram plus prose: the durable job lifecycle from enqueue to
recovery; the rename journal state machine including the rollback and manual-resolution
paths; the upload lifecycle through preflight, run, report ingestion, and verification.
- **The invariants and where they are enforced**, each pointing at the module that owns
it: one writer at a time, the library process lock, the path policy and library roots,
`_IGNORE/` exclusion, verified EXIF before upload, safety decisions gating the vision
provider, and restart-safety of every mutation.
- **The data model**: the tables, what identity means for an asset, and how a moved file
keeps its identity.
- A short **history and donor** section: what was migrated out of the legacy CLIs, where
the archive and its ledger live, and why they are kept.
- Diagrams are ```mermaid``` blocks so the source is diffable and Gitea renders them
natively.
## Automated tests
- Every package and top-level module under `photo_pipeline/` appears in the module map,
and every module named in the map exists — a new service cannot appear on the map's
blind side.
- Every job state, journal state, and upload batch state named in the document exists in
the code, and every state the code defines is named in the document.
- Every mermaid block parses (rendered in the browser test without an error node).
- Every code path referenced by file name exists.
## Dependencies
- US09-01

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# US09-04 — Write the User Manual with Generated Screenshots
Epic: [E09](../E09-documentation.md)
As the person actually sorting a photo library, I want a manual that walks the workflow
screen by screen and tells me what each refusal means, so that I can use the application
confidently and know what it is about to do to my files before it does it.
## Acceptance criteria
- One page per workflow stage, in the order the application presents them: discovery and
inventory, duplicate review, safety review, analysis, album proposals, renames, upload,
archive, and diagnostics. Each page answers the same four questions: what this stage is
for, what I have to decide, **what it changes on disk or on the server**, and what it
refuses to do.
- A **guided first pass** that takes a new library from scan to a verified upload, naming
the point of no return in each stage and what is reversible after it.
- Every stage page carries at least one screenshot of the real application showing the
state being described.
- Screenshots are **generated** by a committed Playwright script that seeds a temporary
fixture library, drives the application, and writes the images. Regenerating them is one
documented command. No screenshot is captured by hand.
- Screenshots contain no real library paths, no personal photos, and no secrets — the
fixture library is synthetic, and this is asserted rather than assumed.
- An **error and refusal catalogue**: every `error.code` the API can return, with what
causes it, what the application did or refused to do, and what the operator should do
next. Refusals that protect data (`lock_held`, `rename_recovery_required`,
`stale_preflight`, `path_not_allowed`, `host_not_allowed`, `dry_run_not_approved`,
conflict codes) are explained as intentional, not as faults.
- A **recovery** page: an interrupted rename, an uncertain upload, a failed migration, a
restored backup — what the application does by itself and what needs a decision.
- The work-item safety allow list is extended to permit `docs/images/**`, since the
repository denies image files by default. This is an explicit, reviewed change, not a
quiet one, and it stays narrow enough that a real photo still cannot be committed.
## Automated tests
- Every `error.code` the application can emit is documented, and every code documented
exists in the code — both directions.
- Every image referenced by a documentation page exists, and every image under
`docs/images/` is referenced by a page.
- The screenshot generator runs end to end in the test environment and produces every
image the manual references, against a temporary fixture library that is destroyed
afterwards.
- Generated screenshots are checked for library paths outside the fixture root and for
the configured secrets.
- Browser: each stage page renders in the documentation view with its screenshot loaded
and no console error.
## Dependencies
- US09-01

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# US09-05 — Automate Documentation Acceptance
Epic: [E09](../E09-documentation.md)
As a release owner, I want one gate that proves the documentation still describes the
application, so that a change to the code cannot quietly make the manuals wrong.
## Acceptance criteria
- One documented command runs every documentation check and retains its evidence, in the
shape the release and container gates already use.
- The gate fails when: an internal link or anchor is dead; a page is unreachable from the
index; an image is referenced but missing or present but unreferenced; a documented
setting, command, exit code, error code, or state does not exist in the code; a code
path exists that the documentation is required to cover and does not.
- The gate regenerates the screenshots and fails when a regenerated image no longer
matches the committed one beyond a stated tolerance, so a UI change that invalidates the
manual is a red build rather than a discovery months later.
- The gate renders every documentation page in a real browser and fails on any console
error or CSP violation, and asserts that `script-src` contains neither `'unsafe-eval'`
nor `'unsafe-inline'`.
- The checks run on a `phase_i` marker; CI runs the gate, and the earlier epic suites keep
running unchanged.
- The README and the application's documentation index point at each other, so neither is
the forgotten copy.
- Documentation stories are mapped in the story traceability matrix like every other
story.
## Automated tests
- The gate's own contract is testable without a browser: a seeded broken link, a missing
image, an undocumented error code, and a stale screenshot each fail it, and a clean tree
passes.
- The full documentation suite runs on `phase_i` in CI.
## Dependencies
- US09-01 through US09-04

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"tests/e2e/test_phase_h_container.py"
]
},
"planned": [],
"planned": [
"US09-01",
"US09-02",
"US09-03",
"US09-04",
"US09-05"
],
"_planned_comment": "Accepted backlog stories that are not implemented yet. The release gate (US07-07) requires every story file to be either mapped to tests or listed here, so an unimplemented story is a visible decision rather than a hole in the matrix."
}