boma/docs/ROADMAP.md

# ROADMAP — boma build order

High-level **build order** for the project. Almost everything in `docs/decisions/`
(the ADRs) is *designed, not built* — this file sequences that backlog into milestones
and records *why* the order is what it is.

- **What is built vs planned:** `STATUS.md` (ground truth — always check there first).
- **The backlog of decisions:** `docs/TODO.md` (this roadmap sequences it).
- **The design rationale:** `docs/decisions/` (ADRs).

This is a **living document**: update it as milestones land (move them to `STATUS.md`),
as ordering changes, or as new milestones appear. Each milestone gets its own
spec → plan → implementation cycle (`docs/superpowers/specs/` then `…/plans/`) when it
comes up; this file stays high-level.

_Last updated: 2026-06-11._

---

## Strategy — "remote-access first" (Approach A)

One focused track now (**Off-site / Remote-access**), a **procurement gate**, then the
**Cluster** track. Cross-cutting/ongoing work runs underneath both.

**Why this order.** The only physical machine that exists today is `ubongo` (the control
node); the Proxmox cluster is a procurement decision, not yet made. The nearest-term goal
— reach `ubongo` from `mamba` / a work laptop while on the move — needs only things
already available or cheap to spin up (`askari` at Hetzner, the laptops). Doing the
remote-access track first:

1. **delivers the mobile-access goal in the first phase**, and
2. **doubles as the proving ground** for boma's core machinery — the first real *service
   role* (NetBird), the `base` role on a *real, internet-facing* host, the `offsite_hosts`
   pattern, public DNS + ACME, the backup contract, and `rbw`/vault in anger — all on two
   cheap, low-stakes hosts **before** spending on the cluster.

Cluster hardware is then procured *after* those patterns are proven and a
`/capacity-review` informs the sizing — so the spend happens once, with knowledge.

Rejected alternatives: **B — procure now, build strictly bottom-up** (mobile access lands
late; spend precedes any proven pattern). **C — two parallel tracks** (for a solo operator
this collapses into interleaving with extra context-switching cost).

---

## Phase 1 — Off-site / Remote-access

Delivers mobile access to `ubongo`; proves the machinery. Ordered by *real* dependencies.

### M1 · Gandi DNS migration — managed as code

Move `baobab.band` authoritative DNS (and registrar) off Cloudflare to **Gandi**, with
records **managed as code (IaC)**, not hand-edited in a panel.

- **Driver:** values/sovereignty (Gandi over Cloudflare) — *not* a NetBird technical
  prerequisite. Sequenced **first** anyway, so `askari`'s records are born at Gandi and
  Cloudflare is never touched again.
- **IaC approach:** follow boma's grain — internal DNS is already Ansible-rendered and
  Terraform owns *no* DNS (CLAUDE.md), so **public DNS is Ansible-managed too** (Gandi
  LiveDNS via an Ansible module). Exact module/role shape is M1's spec decision.
- **Care:** the live record `forgejo.nyumbani.baobab.band` (the git `origin` / Forgejo
  remote) must not break during the cutover.
- **Records as a new/updated ADR:** amends ADR-007's "served by external DNS (Cloudflare
  or equivalent)" line to "Gandi LiveDNS, managed as code."
- **Maps to:** ADR-007 (network/DNS), TODO 4 (split-horizon FQDN — decide w/ or w/o
  `nyumbani` here or defer).

### M2 · `askari` provisioned + under Ansible

Spin up the Hetzner VPS; bring it under Ansible in the `offsite_hosts` group; bootstrap it.

- **Proves:** the `offsite_hosts` pattern, bootstrap of a non-cluster host, rbw/vault
  against a brand-new host. Regenerates the inventory stubs (closes review finding O6 —
  `offsite_hosts` missing from `hosts.yml`).
- **Maps to:** ADR-007 (`askari` role), ADR-009 (provisioning handoff), ADR-015/016,
  TODO 5 (control-node-style bootstrap, reused).

### M3 · `base` matured to a "remote-access-sufficient" subset

Today `base` is firewall-only. Add the subset a real, internet-facing host needs:
**SSH hardening + fail2ban + the NetBird agent task**. Full CIS L1/L2, auditd, AppArmor,
AIDE are deferred to Phase 2.

- **Why a subset:** `askari` is public (Hetzner) — it must be SSH-hardened and firewalled
  *with* exposure, but the full hardening standard is not on the critical path to mobile
  access.
- **Maps to:** ADR-002 (security baseline), ADR-016 (agent enrollment lives in `base`),
  ADR-020 (firewall — already built), TODO 15 (the rest of hardening → Phase 2).

### M4 · NetBird control plane on `askari` — first real service role

Deploy the NetBird stack (management / signal / relay / Coturn + dashboard) with the
**embedded IdP** (ADR-016 — no Authentik dependency).

- **First exercise of:** the service-role conventions (`SECURITY.md` / `VERIFY.md` /
  `ACCESS.md` / `BACKUP.md`), public **TLS / ACME**, and the **backup contract** —
  NetBird's management datastore is *stateful*, so it gets encrypted off-host backup
  (ADR-016 §recovery, ADR-022).
- **Open design choice (decide in M4's spec):** a minimal ACME-terminating reverse proxy
  (e.g. Caddy) just for NetBird on `askari`, vs leaning on NetBird's bundled setup.
- **Maps to:** ADR-016 (mesh), ADR-004 (one service = one role), ADR-021 (access),
  ADR-022 (backup), ADR-008/017 (VERIFY), accepted-risk R3 (askari public surface).

### M5 · Enroll peers → goal reached

NetBird agent on `ubongo` (the `wt0` path appears), then NetBird **clients on `mamba` +
the work laptop** → `ubongo` is reachable from anywhere. **← the mobile-access goal lands
here.**

- **Critical ordering:** NetBird-on-`ubongo` **before** applying `base` default-deny to
  `ubongo`. Hardening first would lock out SSH (no mesh path yet). Once the mesh `wt0`
  path exists, apply default-deny and set `base__firewall_control_addr` for the LAN
  fallback (ADR-021's `ssh-from-control`, already built/dormant).
- **Maps to:** ADR-016, ADR-021 (SSH ladder: `wt0` + ssh-from-control), ADR-020.

---

## Gate — Procurement decision

Run `/capacity-review` (intent-based) to size the cluster, **then procure the Proxmox
hardware**. Every core pattern (service role, base-on-real-host, DNS+ACME, backup, access)
has by now been rehearsed on two cheap hosts, so the spend happens once and informed.

- **Maps to:** ADR-012 (hardware & capacity), `/capacity-review`.

---

## Phase 2 — Cluster (gated on procurement; coarse until M5 is near)

Canonical dependency order:

1. **Terraform provisioning** — `terraform init`/apply the Proxmox VM module; regenerate
   inventory via `make tf-inventory` (ADR-006, ADR-009).
2. **`base` full** — CIS L1/L2, auditd, AppArmor (enforce), AIDE, packages, users; the
   VM disk layout for CIS L2 is decided **before** provisioning (ADR-002, TODO 15).
3. **`docker_host`** — real Docker engine + Compose, daemon hardening, `nftables.d`
   container rules (currently a scaffold; ADR-004, ADR-020).
4. **`dns` role** — render the internal zone from inventory (ADR-007).
5. **Auth + reverse proxy** — Authentik + Traefik: the foundation every service sits
   behind with authentication (ADR-002).
6. **Monitoring** — Loki + Grafana Alloy (logging, ADR-018) + Prometheus/exporters +
   Uptime Kuma; decide which alerts live where (TODO 3.6).
7. **Service roles** — PhotoPrism, email, indexers, … (`docs/CAPABILITIES.md`); each
   clears `docs/security/service-checklist.md` and carries its standard files.
8. **`backup` role + `fisi` pull node** — restic Model A, pCloud + USB air-gap (ADR-022).
9. **Forgejo Actions CI** — runner + workflows (ADR-003/010, TODO 1).

---

## Underneath both — Cross-cutting / ongoing

- **Accept ADR-011** (update management) — resolve its 6 open questions before the first
  scheduled patch run (TODO 16).
- **Kaizen `/retro`** + keep appending to `docs/FRICTION.md` (TODO 11); **`/security-review`**
  skill (TODO 8.5); **`/review-repo` fortnightly cron** + headless email (TODO 8.1);
  `scheduled_jobs` role (TODO 8.3).
- **User-notification function** — ntfy / matrix / email so tools + AI can reach the
  operator (TODO 9; ties to ADR-011 control channel).

### Parked decisions — decide when they bite, not before

- Split-horizon FQDN with or without `nyumbani` (TODO 4) — likely settled in M1.
- Central database server vs per-app databases (TODO 3.9) — at the service phase.
- Script-dependencies policy: stdlib-only vs selective libraries (TODO 14).
- Keep the custom Molecule base-image method as testing matures (TODO 3.10).

---

## Next step

Brainstorm **M1 (Gandi DNS migration, IaC)** as its own sub-project → spec → plan.