Backup and restore

One archive file holds your whole installation: every request, decision, order, receipt, invoice, supplier, uploaded file and import history. Keep a copy before any big change, and restore it into an empty Purse.

Back up

Stop Purse first if it's running, then export from the checkout:

rer dev --stop
rer export --output exports/installation.rer

The archive goes in the checkout's exports/ folder, which Purse never serves, or anywhere outside the checkout. Copy it somewhere safe.

The archive leaves out sign-in sessions, private settings and the local outbox. A restored Purse has its own owner.

Restore

Restore only into an empty installation: a new checkout, set up with its own owner and no purchasing records yet.

git clone https://github.com/just-every/run-purse.git purse-restored
cd purse-restored
rer setup --owner-email you@example.com
rer import --input exports/installation.rer --yes
rer dev

Copy the archive into the new checkout's exports/ folder before rer import.

Purse checks the whole archive before it writes anything: the file's integrity, every link between records, every amount and every uploaded file. If anything is wrong it changes nothing and says why. A Purse that already has records refuses the import.

Across upgrades

An archive restores only with the Purse release that made it. To bring an older archive to a newer Purse, restore it into an empty installation of the release that made it, upgrade that installation's source in place, run rer install and rer setup, then export again. Keep the original release and its archive until the new export restores. Never import an older release's archive straight into a newer Purse.

After restoring

• Compare the counts of requests, decisions, orders, receipts and files with the original before you switch over.
• People sign in again with new accounts. A decision made in the original installation doesn't give anyone authority in the new one: an order prepared under an old approval is amended and approved again before it's issued.
• To continue an import batch from the original, choose Take custody of restored batch in Imports. See Move in from CSV.