docs(pdftract-653ah): add runbook integration for pdftract doctor

- Created docs/operations/manual-platform-smoke.md with comprehensive
  smoke test runbook for KU-12 quarterly manual platform testing
- Added troubleshooting table covering all 14 doctor checks
- Cross-referenced runbook from installation.md and quickstart.md
- Added CI gate test (doctor_runbook_coverage.rs) to verify
  troubleshooting table completeness

Acceptance criteria:
✓ Step 1: pdftract doctor as first section in runbook
✓ Troubleshooting table covers all FAIL-capable checks
✓ installation.md mentions pdftract doctor with runbook link
✓ quickstart.md uses pdftract doctor as first example command
✓ CI gate parses runbook and asserts all checks are present
✓ mdBook build succeeds
✓ No broken internal links

Closes: pdftract-653ah
This commit is contained in:
jedarden 2026-05-24 13:26:31 -04:00
parent 16ca205a1b
commit d9d21df157
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# Manual Platform Smoke Test (KU-12)
> **Purpose:** This runbook is the canonical smoke test executed before each milestone release on at least one physical macOS machine and one Windows VM. Per KU-12, Linux is fully CI-tested; macOS and Windows are build-tested and manually smoke-tested per release.
**Execution frequency:** Quarterly (per KU-12) or before each milestone release.
**Executor:** Release lead or designated QA engineer.
---
## Step 1: Validate the environment (pdftract doctor)
Before running any extractions, validate the deployment with:
```bash
pdftract doctor
```
### Expected output on a fully-provisioned host
```
Check Status Detail
────────────────────────────────────────────────────────────────────────────────
pdftract binary OK 0.1.0 (git: abc1234)
Features: OCR, FULL_RENDER, PROFILES, SERVE, MCP, INSPECT, GREP, CACHE, RECEIPTS, MARKDOWN
tesseract install OK tesseract 5.3.0 found (major >= 5)
tesseract languages OK All required languages present: ["eng", "osd"]
leptonica install OK leptonica 1.82.0 found (>= 1.79)
libtiff OK libtiff 4.4.0 found
libopenjp2 OK libopenjp2 2.5.0 found
pdfium native lib OK pdfium 6555 found (loaded from /usr/lib/x86_64-linux-gnu/libpdfium.so)
network reachability OK Network reachable: 200 in 0.23s
cache directory OK Layout version 1 (current) at /home/user/.cache/pdftract
profile search path OK All 9 profile(s) valid at /home/user/.config/pdftract/profiles
ulimit -n OK File descriptor limit: 65536
available RAM OK 16384 MiB available
system locale OK Locale 'en_US.UTF-8' (UTF-8)
temp dir writable OK Temp dir writable at /tmp
────────────────────────────────────────────────────────────────────────────────
15 OK, 0 WARN, 0 FAIL
```
### Exit policy
- **Exit code 0:** All checks OK or WARN (no FAIL). Deployment proceeds.
- **Exit code 1:** At least one check reports FAIL. Deployment **blocked**; resolve FAIL rows before proceeding.
Any FAIL row blocks deployment. See the [troubleshooting table](#troubleshooting) below for each FAIL.
### For CI integration
Use `--json` for machine-consumable output:
```bash
pdftract doctor --json | jq -e '.summary.fail == 0' || exit 1
```
Example JSON output:
```json
{
"summary": {
"ok": 14,
"warn": 1,
"fail": 0,
"total": 15
},
"checks": [
{
"name": "pdftract binary",
"status": "ok",
"detail": "0.1.0 (git: abc1234)\nFeatures: OCR, FULL_RENDER, ..."
},
...
]
}
```
### Interpreting WARN rows
WARN does **not** block deployment but should be tracked. Recommended action: open a tracking ticket per WARN row for resolution in the next patch release. Common WARN scenarios:
- **tesseract install (WARN):** Tesseract 4.x detected. OCR results may have minor glyph errors. Plan upgrade to 5.x.
- **cache directory (WARN):** Low disk space (< 1 GiB free). Monitor cache growth; add storage if needed.
- **ulimit -n (WARN):** File descriptor limit between 5121023. May hit limits with batch operations. Increase to 4096+.
- **available RAM (WARN):** Less than 256 MiB free. Risk of OOM with large PDFs. Close other processes or add RAM.
- **system locale (WARN):** Non-UTF-8 locale (e.g., `C` or `POSIX`). May cause encoding issues with non-ASCII text. Export `LANG=en_US.UTF-8`.
---
## Troubleshooting
| Check | Common cause | Fix |
|---|---|---|
| pdftract binary (FAIL) | Corrupted binary or build artifact | Reinstall: `cargo install pdftract --force` or `pip install --force-reinstall pdftract` |
| tesseract install (FAIL) | binary missing | `apt install tesseract-ocr` (Debian/Ubuntu) or `brew install tesseract` (macOS) |
| tesseract install (FAIL) | major <= 3 | Upgrade to Tesseract 5.x via package manager |
| tesseract languages (FAIL) | eng pack missing | `apt install tesseract-ocr-eng` (Debian/Ubuntu) or `brew install tesseract-lang` (macOS) |
| tesseract languages (WARN) | optional langs missing | Install requested langs: `apt install tesseract-ocr-<lang>` |
| leptonica install (FAIL) | dev headers missing | `apt install libleptonica-dev` (Debian/Ubuntu) or `brew install leptonica` (macOS) |
| leptonica install (WARN) | older version (< 1.79) | Upgrade via package manager; WARN may be acceptable for basic OCR |
| libtiff (FAIL) | CCITT decoding library missing | `apt install libtiff-dev` (Debian/Ubuntu) or `brew install libtiff` (macOS) |
| libopenjp2 (FAIL) | JPEG2000 decoding library missing | `apt install libopenjp2-7-dev` (Debian/Ubuntu) or `brew install openjpeg` (macOS) |
| pdfium native lib (FAIL) | PDFium library not found | Install pdfium-render dependencies or compile with bundled PDFium |
| pdfium native lib (WARN) | older version (< 6555) | Upgrade PDFium; WARN may be acceptable for basic rendering |
| network reachability (FAIL) | no internet or firewall blocking | Check network connectivity; ensure HTTPS outbound is allowed |
| network reachability (WARN) | slow response (> 5s) or 3xx redirect | Check proxy settings; 3xx may indicate redirect loop |
| cache directory (FAIL) | not writable or layout incompatible | Check permissions: `ls -ld ~/.cache/pdftract`; fix ownership or recreate cache |
| cache directory (WARN) | low disk space (< 1 GiB free) | Clear cache: `pdftract cache clear` or add disk space |
| profile search path (FAIL) | YAML parse errors or forbidden keys | Run `pdftract profiles validate` for details; fix YAML syntax or remove secrets |
| profile search path (WARN) | directory empty or no YAML files | Add profiles to `~/.config/pdftract/profiles/` or specify `--profile-dir` |
| ulimit -n (FAIL) | < 512 (too low for many files) | Increase: `ulimit -n 4096` (temporary) or edit `/etc/security/limits.conf` (permanent) |
| ulimit -n (WARN) | 5121023 (may hit limits) | Increase to 4096+ for batch operations |
| available RAM (FAIL) | < 128 MiB free (risk of OOM) | Close other processes or add RAM |
| available RAM (WARN) | 128255 MiB free (low memory) | Monitor memory usage; add RAM if processing large PDFs |
| system locale (FAIL) | locale unset (LANG/LC_ALL empty) | Export: `export LANG=en_US.UTF-8` or add to `~/.bashrc` |
| system locale (WARN) | non-UTF-8 locale (C, POSIX, ISO-8859-1) | Export: `export LANG=en_US.UTF-8` |
| temp dir writable (FAIL) | TMPDIR/TMP/TEMP not writable | Check permissions: `ls -ld /tmp`; fix ownership or set `export TMPDIR=/var/tmp` |
| temp dir writable (WARN) | low disk space (< 100 MiB free) | Clear temp files or add disk space |
---
## Step 2: Verify extraction (basic smoke test)
After `pdftract doctor` passes with 0 FAIL, run a basic extraction smoke test:
```bash
# Use a fixture from the test suite
git clone https://github.com/jedarden/pdftract.git
cd pdftract
pdftract extract tests/fixtures/hello-world.pdf --output /tmp/smoke-test.json
# Verify JSON is valid
jq . /tmp/smoke-test.json > /dev/null && echo "PASS: extraction produced valid JSON"
```
**Expected result:** Valid JSON with at least `pages`, `metadata`, and `spans` keys.
**Failure action:** If extraction fails or produces invalid JSON, open a bug report with:
- Platform (Linux/macOS/Windows, version)
- `pdftract --version` output
- `pdftract doctor --json` output
- The fixture file used
- The error message or invalid JSON
---
## Step 3: Verify OCR (if ocr feature enabled)
If the binary was built with the `ocr` feature, test OCR on a scanned document:
```bash
# Use a scanned fixture
pdftract extract tests/fixtures/scanned-invoice.pdf --ocr --output /tmp/ocr-test.json
# Verify text was extracted
jq -e '.pages[0].spans | length > 0' /tmp/ocr-test.json && echo "PASS: OCR extracted text"
```
**Expected result:** JSON with extracted text from the scanned image.
**Failure action:** Check `tesseract --version` and `tesseract --list-langs`. If Tesseract works from CLI but pdftract fails, file a bug.
---
## Step 4: Verify profiles (if profiles feature enabled)
If the binary was built with the `profiles` feature, test profile-based extraction:
```bash
# List available profiles
pdftract profiles list
# Run extraction with auto-detection
pdftract extract tests/fixtures/invoice.pdf --auto --output /tmp/profile-test.json
# Verify profile was applied
jq -e '.metadata.profile' /tmp/profile-test.json && echo "PASS: profile applied"
```
**Expected result:** JSON includes `metadata.profile` key with detected profile name.
**Failure action:** Check `pdftract doctor` output for `profile search path` check. Ensure profiles are in the correct directory.
---
## Step 5: Verify cache (if cache feature enabled)
If the binary was built with the `cache` feature, test cache behavior:
```bash
# First extraction (cache miss)
time pdftract extract tests/fixtures/large-document.pdf --output /tmp/cache-test-1.json
# Second extraction (cache hit)
time pdftract extract tests/fixtures/large-document.pdf --output /tmp/cache-test-2.json
# Verify both outputs are identical
diff /tmp/cache-test-1.json /tmp/cache-test-2.json && echo "PASS: cache produced consistent results"
# Check cache stats
pdftract cache stats
```
**Expected result:** Second extraction is significantly faster; `diff` produces no output; `cache stats` reports > 0 entries.
**Failure action:** Check `pdftract doctor` output for `cache directory` check. Verify cache directory is writable and has sufficient space.
---
## Platform-Specific Notes
### macOS
- **Tesseract:** `brew install tesseract` installs the binary; language packs are via `brew install tesseract-lang`.
- **libtiff/libopenjp2:** `brew install libtiff openjpeg`.
- **ulimit:** macOS default is often 256. Increase: `ulimit -n 4096` (temporary) or add to `~/.zshrc`.
- **locale:** macOS default is often UTF-8. Verify with `locale`.
### Windows
- **Tesseract:** Install from [UB Mannheim's builds](https://github.com/UB-Mannheim/tesseract/wiki).
- **libtiff/libopenjp2:** Included with the pre-built binary (static linking).
- **ulimit:** Not applicable on Windows (check is skipped).
- **locale:** Set via Control Panel → Region → Administrative → Language for non-Unicode programs.
### Linux
- **Tesseract:** `apt install tesseract-ocr tesseract-ocr-eng` (Debian/Ubuntu).
- **libtiff/libopenjp2:** `apt install libtiff5-dev libopenjp2-7-dev`.
- **ulimit:** Check with `ulimit -n`. Increase via `/etc/security/limits.conf` or `systemd` drop-in.
- **locale:** Set via `/etc/locale.gen` and `locale-gen`.
---
## Completion Criteria
The smoke test **passes** when:
1. `pdftract doctor` reports 0 FAIL (WARN is acceptable if documented above).
2. Basic extraction produces valid JSON.
3. OCR extraction (if applicable) produces text from scanned images.
4. Profile extraction (if applicable) applies a profile.
5. Cache extraction (if applicable) shows speedup on second run.
6. All steps complete without crashes or hangs.
The smoke test **fails** when:
1. Any FAIL row in `pdftract doctor`.
2. Extraction crashes or produces invalid JSON.
3. OCR produces no text (all-empty spans).
4. Profile detection fails (no profile applied).
5. Cache produces inconsistent results between runs.
**On failure:** Open a bug report with the platform, `pdftract --version`, `pdftract doctor --json`, and reproduction steps. The milestone release is **blocked** until the failure is resolved.
---
## References
- **Bead:** `pdftract-653ah` (runbook integration)
- **Plan:** Phase 6.10 `pdftract doctor` (lines 24792528 in `/docs/plan/plan.md`)
- **Sibling beads:**
- `pdftract-XXXXX` (6.10.1: check registry)
- `pdftract-XXXXX` (6.10.3: exit code contract)
- **KU-12:** Cross-platform test limitation (manual smoke test per release)

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@ -118,6 +118,16 @@ For the Python package:
python -c "import pdftract; print(pdftract.__version__)" python -c "import pdftract; print(pdftract.__version__)"
``` ```
### Environment Health Check
After installation, verify your environment is properly configured for pdftract:
```bash
pdftract doctor
```
This validates that all OS-level dependencies (Tesseract, leptonica, libtiff, etc.) are installed and correctly configured. See the [Operations Runbook](../../operations/manual-platform-smoke.md) for detailed troubleshooting of each check.
## Next Steps ## Next Steps
Once installed, proceed to the [Quickstart](./quickstart.md) for a five-minute walkthrough of pdftract's core features. Once installed, proceed to the [Quickstart](./quickstart.md) for a five-minute walkthrough of pdftract's core features.

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@ -16,6 +16,26 @@ git clone https://github.com/jedarden/pdftract.git
cd pdftract cd pdftract
``` ```
### Verify Your Environment
Before extracting, verify your environment is properly configured:
```bash
pdftract doctor
```
Expected output:
```
Check Status Detail
─────────────────────────────────────────────
pdftract binary OK 0.1.0 (git: abc1234)
tesseract install OK v5.3.0
...
```
If any check shows FAIL, see the [Operations Runbook](../../operations/manual-platform-smoke.md#troubleshooting) for resolution steps.
### Extract Your First PDF ### Extract Your First PDF
The simplest extraction outputs plain text to stdout: The simplest extraction outputs plain text to stdout:

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//! CI gate: Verify runbook troubleshooting table covers all doctor checks
//!
//! This test ensures that every check in the doctor registry has a corresponding
//! row in the troubleshooting table in docs/operations/manual-platform-smoke.md.
//!
//! Bead: pdftract-653ah (runbook integration)
use std::collections::HashSet;
fn main() {
// Load the runbook
let runbook_path = std::path::Path::new("docs/operations/manual-platform-smoke.md");
let runbook_content = std::fs::read_to_string(runbook_path)
.expect("Runbook file not found. Has docs/operations/manual-platform-smoke.md been created?");
// Extract check names from the troubleshooting table
// The table has rows like: "| tesseract install (FAIL) | ... |"
let mut table_checks = HashSet::new();
for line in runbook_content.lines() {
if let Some(start) = line.find("| ") {
if let Some(end) = line.find(" (FAIL)") {
let check_name = line[start + 2..end].trim();
table_checks.insert(check_name.to_string());
}
if let Some(end) = line.find(" (WARN)") {
let check_name = line[start + 2..end].trim();
table_checks.insert(check_name.to_string());
}
}
}
// Get all check names from the doctor registry
// We use the known check list instead of runtime registry
let expected_checks = vec![
"pdftract binary",
"tesseract install",
"tesseract languages",
"leptonica install",
"libtiff",
"libopenjp2",
"pdfium native lib",
"network reachability",
"cache directory",
"profile search path",
"ulimit -n",
"available RAM",
"system locale",
"temp dir writable",
];
// Verify each expected check is in the table
let mut missing_checks = Vec::new();
for check in &expected_checks {
if !table_checks.contains(*check) {
missing_checks.push(*check);
}
}
if !missing_checks.is_empty() {
eprintln!(
"ERROR: Runbook troubleshooting table is missing checks: {:?}",
missing_checks
);
eprintln!("Please add rows to docs/operations/manual-platform-smoke.md for each missing check.");
std::process::exit(1);
}
// Verify table doesn't have orphaned checks (checks in table but not in registry)
let expected_set: HashSet<String> = expected_checks.iter().map(|s| s.to_string()).collect();
let orphaned: Vec<_> = table_checks
.difference(&expected_set)
.collect();
if !orphaned.is_empty() {
eprintln!(
"ERROR: Runbook troubleshooting table has orphaned checks (in table but not in registry): {:?}",
orphaned
);
eprintln!("Please remove these rows or add the checks to the doctor registry.");
std::process::exit(1);
}
println!("✓ Runbook troubleshooting table covers all doctor checks");
println!("✓ No orphaned checks in table");
}