---
phase: 02-data-backup-recovery
verified: 2026-02-26T23:00:00Z
status: human_needed
score: 5/5 must-haves verified
re_verification: false
human_verification:
  - test: "Open the PortOS dashboard and confirm BackupWidget is visible in Row 4 alongside SystemHealthWidget"
    expected: "Widget renders with health indicator dot (green/yellow/red), last backup time, next scheduled time, and a 'Backup Now' button"
    why_human: "Visual rendering and layout position cannot be verified programmatically"
  - test: "Click the 'Backup Now' button (with a valid destPath configured in Settings)"
    expected: "Toast notification appears ('Backup started' with disk emoji) and the widget health indicator updates after backup completes"
    why_human: "End-to-end rsync execution + toast UX requires a browser with the actual server running"
  - test: "Expand the 'Snapshots' toggle after a backup has run, select a snapshot, type 'brain' in the filter field, click 'Preview'"
    expected: "A list of files that would change appears in a scrollable container; Restore button becomes enabled"
    why_human: "Dry-run preview flow with live data requires human interaction and a real external drive path"
  - test: "Verify the 'Restore' button is only enabled after Preview is completed"
    expected: "Restore button is disabled before Preview; enabled only after changedFiles list is returned"
    why_human: "State-gated UI button interaction requires manual testing"
---

# Phase 2: Data Backup & Recovery Verification Report

**Phase Goal:** All PortOS data is automatically backed up to an external drive with integrity verification and restore capability
**Verified:** 2026-02-26T23:00:00Z
**Status:** human_needed
**Re-verification:** No — initial verification

## Goal Achievement

All five success criteria from the ROADMAP are satisfied by substantive, wired artifacts. No gaps were found in the automated checks. Four items require human verification for end-to-end UI behavior.

### Observable Truths (from ROADMAP Success Criteria)

| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 1 | Running backup copies changed files from `./data/` to the configured external drive path using incremental rsync | VERIFIED | `runBackup()` in `server/services/backup.js` spawns `/usr/bin/rsync --archive --itemize-changes` with `PATHS.data` as src. Exit codes 0 and 24 accepted. Route `POST /api/backup/run` calls `runBackup(settings.backup?.destPath, io)`. |
| 2 | A SHA-256 manifest file exists after each backup and can verify file integrity | VERIFIED | `generateManifest()` walks the snapshot data directory, hashes each file (streaming for 512KB+), writes `manifest.json` with `{ generatedAt, fileCount, files: { path: sha256 } }`. Called immediately after rsync inside `runBackup()`. |
| 3 | Backup runs automatically on a daily schedule and can be triggered manually from the dashboard | VERIFIED | `backupScheduler.js` calls `schedule({ id: 'backup-daily', type: 'cron', cron: '0 2 * * *', ... })` via `eventScheduler`. `startBackupScheduler()` is called in `server/index.js` at line 233. Manual trigger via `POST /api/backup/run` is wired in routes. |
| 4 | Dashboard widget displays last backup time, next scheduled time, and health status (green/yellow/red) | VERIFIED | `BackupWidget.jsx` (402 lines) polls `api.getBackupStatus` every 60s via `useAutoRefetch`. Renders health dot using `HEALTH_STYLES` with `bg-port-success/bg-port-warning/bg-port-error`. Displays `relativeTime(status.lastRun)` and `relativeTime(status.nextRun)`. Widget imported and rendered in `Dashboard.jsx` line 136. |
| 5 | User can restore from a named snapshot with dry-run preview, and can selectively restore individual directories | VERIFIED | `RestorePanel` component: Preview calls `api.restoreBackup({ dryRun: true, subdirFilter })`, displays `changedFiles` list. Restore button only enabled after preview. `subdirFilter` input supports selective directory restore. Server-side `restoreSnapshot()` adds `--include=${subdirFilter}/***` rsync flag. |

**Score:** 5/5 truths verified

---

### Required Artifacts

| Artifact | Status | Details |
|----------|--------|---------|
| `server/services/backup.js` | VERIFIED | 265 lines. Exports: `generateManifest, getNextRunTime, getState, listSnapshots, restoreSnapshot, runBackup, saveState`. Confirmed via `node -e "import(...)"`. |
| `server/services/backupScheduler.js` | VERIFIED | 54 lines. Exports: `startBackupScheduler, stopBackupScheduler`. Confirmed via dynamic import. |
| `server/routes/backup.js` | VERIFIED | 41 lines. Four route handlers: `GET /status`, `POST /run`, `GET /snapshots`, `POST /restore`. All import and call backup service functions. |
| `server/lib/validation.js` | VERIFIED | `backupConfigSchema` at line 405, `restoreRequestSchema` at line 411. Both are full Zod schemas with correct field definitions. |
| `client/src/services/api.js` | VERIFIED | Lines 1351-1354. All four client functions present: `getBackupStatus`, `triggerBackup`, `getBackupSnapshots`, `restoreBackup`. |
| `client/src/components/BackupWidget.jsx` | VERIFIED | 402 lines (min_lines: 80 satisfied). Full UI with health indicator, `Backup Now` button, `SnapshotList`, and `RestorePanel`. |
| `client/src/pages/Dashboard.jsx` | VERIFIED | Line 4: `import BackupWidget from '../components/BackupWidget'`. Line 136: `<BackupWidget />` rendered in JSX. |

---

### Key Link Verification

| From | To | Via | Status | Details |
|------|----|-----|--------|---------|
| `server/routes/backup.js` | `server/services/backup.js` | `import * as backup` + calls to `runBackup`, `listSnapshots`, `getState`, `restoreSnapshot`, `getNextRunTime` | WIRED | `import * as backup from '../services/backup.js'` at line 4; all five service functions called in route handlers |
| `server/services/backupScheduler.js` | `server/services/eventScheduler.js` | `schedule({ id: 'backup-daily', type: 'cron', ... })` | WIRED | `import { schedule, cancel } from './eventScheduler.js'` at line 8; `schedule(...)` called inside `startBackupScheduler()` |
| `server/index.js` | `server/routes/backup.js` | `app.use('/api/backup', backupRoutes)` | WIRED | Line 43: import; line 192: `app.use('/api/backup', backupRoutes)` |
| `server/index.js` | `server/services/backupScheduler.js` | `startBackupScheduler()` call at startup | WIRED | Line 59: import; line 233: `startBackupScheduler().catch(...)` |
| `client/src/components/BackupWidget.jsx` | `client/src/services/api.js` | `import * as api` + calls to `getBackupStatus`, `triggerBackup`, `restoreBackup`, `getBackupSnapshots` | WIRED | Line 17: `import * as api from '../services/api'`; api functions called in `useAutoRefetch` and event handlers |
| `client/src/components/BackupWidget.jsx` | `client/src/hooks/useAutoRefetch.js` | `useAutoRefetch` hook for status polling | WIRED | Line 18: `import { useAutoRefetch } from '../hooks/useAutoRefetch'`; used at lines 203 and 258 |
| `client/src/pages/Dashboard.jsx` | `client/src/components/BackupWidget.jsx` | `import BackupWidget` + render in JSX | WIRED | Line 4: import; line 136: `<BackupWidget />` in grid |

All 7 key links: WIRED.

---

### Requirements Coverage

| Requirement | Source Plan | Description | Status | Evidence |
|-------------|------------|-------------|--------|----------|
| BAK-01 | 02-01-PLAN.md | Incremental rsync backup copies changed files from `./data/` to configurable external drive path | SATISFIED | `runBackup()` spawns `/usr/bin/rsync --archive --itemize-changes` from `PATHS.data` to snapshot dir |
| BAK-02 | 02-01-PLAN.md | SHA-256 manifest tracks file integrity across backups | SATISFIED | `generateManifest()` hashes all files and writes `manifest.json` with SHA-256 per file |
| BAK-03 | 02-01-PLAN.md | Daily backup runs via existing scheduler with configurable interval | SATISFIED | `backupScheduler.js` registers `backup-daily` cron with `eventScheduler`; default `0 2 * * *`, overridable via `settings.backup.cronExpression` |
| BAK-04 | 02-02-PLAN.md | Dashboard widget shows last backup time, next scheduled, health status (green/yellow/red) | SATISFIED | `BackupWidget.jsx` renders all three: `relativeTime(lastRun)`, `relativeTime(nextRun)`, health dot with `port-success/warning/error` colors |
| BAK-05 | 02-02-PLAN.md | One-click manual backup trigger from dashboard | SATISFIED | `handleBackupNow()` calls `api.triggerBackup()`; success shows `toast.success('Backup started')`, failure shows `toast.error(...)` |
| BAK-06 | 02-02-PLAN.md | Restore from named snapshot with dry-run mode showing what would change | SATISFIED | `RestorePanel` calls `api.restoreBackup({ dryRun: true })`, displays `changedFiles` list; Restore button only active after preview |
| BAK-07 | 02-02-PLAN.md | Selective directory restore (e.g., only `data/brain/`) | SATISFIED | `RestorePanel` has `subdirFilter` text input; server-side `restoreSnapshot()` applies `--include=${subdirFilter}/***` rsync filter |

All 7 requirements (BAK-01 through BAK-07): SATISFIED.

No orphaned requirements — all BAK-* IDs from REQUIREMENTS.md are covered by Phase 2 plans.

---

### Anti-Patterns Found

| File | Line | Pattern | Severity | Impact |
|------|------|---------|----------|--------|
| `client/src/components/BackupWidget.jsx` | 137-138 | `placeholder="e.g., brain"` | Info | Legitimate HTML input placeholder attribute for the subdirFilter field — not a code stub |

No blockers. No warnings. The single info entry is a true HTML attribute, not a stub pattern.

---

### Human Verification Required

#### 1. Dashboard widget visual rendering

**Test:** Open the PortOS dashboard in a browser and look for the BackupWidget in Row 4 alongside SystemHealthWidget.
**Expected:** Widget is visible with a health indicator dot (green if backup ran within 25h, yellow if 25-49h or never, red if error), last backup time, next scheduled time, and a "Backup Now" button.
**Why human:** Visual rendering and layout position cannot be verified by grep or file inspection.

#### 2. Manual backup trigger with toast feedback

**Test:** With a valid `destPath` configured in Settings, click "Backup Now" in the widget.
**Expected:** A toast notification appears with "Backup started" (disk emoji). The backup completes in the background. Health indicator turns green after completion.
**Why human:** End-to-end rsync execution against a real external drive + toast notification UX requires a running browser and server.

#### 3. Snapshot list and dry-run preview

**Test:** After a backup has run, expand the "Snapshots" toggle. Select a snapshot, type "brain" in the subdirFilter field, click "Preview changes".
**Expected:** A scrollable list of files that would change appears. The "Restore N file(s)" button becomes enabled.
**Why human:** Requires live data from a real snapshot directory on an external drive; the dry-run flow is interactive.

#### 4. Restore button gating

**Test:** Open the RestorePanel for a snapshot without clicking Preview first.
**Expected:** The Restore button is not present (only the Preview button is shown until `preview` state is set).
**Why human:** State-gated conditional render requires interactive testing to confirm the gate holds correctly.

---

### Verification Summary

All five roadmap success criteria are met. All seven requirements (BAK-01 through BAK-07) are satisfied by substantive, fully-wired implementations. No stubs, no missing artifacts, no broken links.

The four human verification items cover UI rendering, end-to-end rsync execution with toast feedback, the dry-run preview flow, and the restore button gate. These require a running PortOS instance with an external drive configured. The SUMMARY documents that a human verified these items on 2026-02-26 (commit `e0985c2` — "checkpoint:human-verify — approved"), so the automated code verification is complete. A fresh human spot-check of the widget in its current form is recommended before closing the phase.

---

_Verified: 2026-02-26T23:00:00Z_
_Verifier: Claude (gsd-verifier)_
