docs(plan): M2 — askari provisioning (Terraform + Hetzner Cloud)
9-task plan: verify hcloud facts; hetzner_vm module (server+firewall+ssh+cloud-init); offsite env (CAX11/hel1/debian-13, local state); Makefile token-injection + directory inventory + tf-inventory-offsite; offsite-handoff pytest; init/validate/plan; GATED apply (billed VPS) + bootstrap; ADR-006/009/020/007/016 amendments. Resolves the inventory-handoff open item via a directory inventory. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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docs/superpowers/plans/2026-06-14-askari-provisioning-m2.md
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docs/superpowers/plans/2026-06-14-askari-provisioning-m2.md
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# askari Provisioning (M2) Implementation Plan
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> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
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**Goal:** Provision `askari` (the off-site Hetzner VPS) as Terraform IaC — a `hetzner_vm` module + an `offsite` stack — behind a TF-managed cloud firewall, hand it into the `offsite_hosts` inventory, and bootstrap it.
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**Architecture:** Generalize boma's "Terraform owns VM existence" principle (ADR-006) from Proxmox to Hetzner. A reusable `hetzner_vm` module wraps `hcloud_server` + `hcloud_firewall` + `hcloud_ssh_key`; an `offsite` environment (own local state) declares `askari` (CAX11/ARM, Helsinki, Debian 13). cloud-init creates the `ansible` user with ubongo's key; the firewall allows SSH from ubongo only. Handoff stays ADR-009-shaped: the offsite env outputs `vms`, and `tf_to_inventory.py` (already offsite-aware) generates an inventory file merged via a **directory inventory**.
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**Tech Stack:** Terraform (`hetznercloud/hcloud` provider), Hetzner Cloud, cloud-init, Ansible. Token from `vault.hetzner.token` → `TF_VAR_hcloud_token`.
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**Spec:** `docs/superpowers/specs/2026-06-14-askari-provisioning-design.md`
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**Execution context:** Tasks 1–6 + 9 are authoring + `terraform fmt/validate/plan` (need `terraform` installed + the token, but no resources are created). **Task 7 (`terraform apply`) and Task 8 (bootstrap) create a real, billed VPS** — gated, run with explicit user go, `tf-plan` shown first (CLAUDE.md). If `terraform` is absent in the working env, Tasks 6–8 defer to ubongo.
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---
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## File Structure
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- `terraform/modules/hetzner_vm/{variables,main,outputs}.tf` (create) — wraps server + firewall + ssh key + cloud-init.
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- `terraform/environments/offsite/{providers,variables,main,outputs,backend}.tf` + `terraform.tfvars.example` (create) — the askari stack, own local state.
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- `Makefile` (modify) — inject `TF_VAR_hcloud_token` for `TF_ENV=offsite`; directory inventory; `tf-inventory-offsite` target.
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- `scripts/tf_to_inventory.py` (no change — already offsite-aware) + `tests/test_tf_to_inventory.py` (create) — lock the offsite handoff.
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- `docs/decisions/{006,009,020,007,016}-*.md`, `STATUS.md` (modify) — ADR amendments + status.
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---
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### Task 1: Verify the Hetzner provider/image facts (ADR-014)
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**Files:** none (research; pin values used by later tasks).
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- [ ] **Step 1: Verify and record**
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Verify (WebFetch registry.terraform.io / docs.hetzner.com, or `terraform` once init'd):
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- latest `hetznercloud/hcloud` provider version to pin (expected `~> 1.48`+),
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- the Debian 13 image slug (expected `debian-13`),
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- that server type `cax11` exists in location `hel1`.
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Record a stamp in the offsite `providers.tf` comment, e.g.:
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`# verified: hetznercloud/hcloud <ver> · debian-13 image · cax11@hel1 · <source> · <date>`
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- [ ] **Step 2: No commit** (values land in later tasks).
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---
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### Task 2: The `hetzner_vm` module
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**Files:**
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- Create: `terraform/modules/hetzner_vm/variables.tf`, `main.tf`, `outputs.tf`
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- [ ] **Step 1: `variables.tf`**
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```hcl
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variable "name" {
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description = "Server name (and hostname)"
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type = string
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}
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variable "server_type" {
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description = "Hetzner server type, e.g. cax11 (ARM)"
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type = string
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}
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variable "location" {
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description = "Hetzner location, e.g. hel1"
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type = string
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}
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variable "image" {
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description = "OS image slug, e.g. debian-13"
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type = string
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}
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variable "ansible_ssh_pubkey" {
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description = "Public SSH key provisioned for the ansible user via cloud-init"
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type = string
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}
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variable "ssh_admin_cidrs" {
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description = "Source CIDRs allowed to reach SSH (e.g. ubongo's address/32)"
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type = list(string)
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}
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variable "labels" {
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description = "Hetzner resource labels (metadata only)"
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type = map(string)
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default = {}
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}
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```
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- [ ] **Step 2: `main.tf`**
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```hcl
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# cloud-init: create the unprivileged `ansible` user with ubongo's key + sudo.
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# (Mirrors the proxmox_vm module's user_account; Hetzner has no structured field.)
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locals {
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user_data = <<-EOT
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#cloud-config
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users:
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- name: ansible
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groups: [sudo]
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sudo: "ALL=(ALL) NOPASSWD:ALL"
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shell: /bin/bash
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ssh_authorized_keys:
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- ${var.ansible_ssh_pubkey}
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package_update: true
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packages:
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- python3
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EOT
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}
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resource "hcloud_ssh_key" "ansible" {
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name = "${var.name}-ansible"
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public_key = var.ansible_ssh_pubkey
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}
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resource "hcloud_firewall" "this" {
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name = "${var.name}-fw"
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# SSH from the control node only (NetBird ports are added in M4 when the
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# coordinator deploys — see ADR-020; the host nftables layer is catalog-driven).
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rule {
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direction = "in"
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protocol = "tcp"
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port = "22"
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source_ips = var.ssh_admin_cidrs
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}
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}
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resource "hcloud_server" "this" {
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name = var.name
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server_type = var.server_type
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location = var.location
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image = var.image
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ssh_keys = [hcloud_ssh_key.ansible.id]
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user_data = local.user_data
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firewall_ids = [hcloud_firewall.this.id]
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labels = var.labels
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public_net {
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ipv4_enabled = true
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ipv6_enabled = true
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}
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}
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```
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- [ ] **Step 3: `outputs.tf`**
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```hcl
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output "ipv4_address" {
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description = "Server public IPv4"
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value = hcloud_server.this.ipv4_address
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}
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output "name" {
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description = "Server name"
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value = hcloud_server.this.name
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}
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```
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- [ ] **Step 4: Format**
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Run: `terraform fmt terraform/modules/hetzner_vm/`
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Expected: files formatted (or already formatted).
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- [ ] **Step 5: Commit**
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```bash
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git add terraform/modules/hetzner_vm
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git commit -m "feat(tf): hetzner_vm module (server + firewall + ssh key + cloud-init)"
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```
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(append `Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>`)
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---
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### Task 3: The `offsite` environment
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**Files:**
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- Create: `terraform/environments/offsite/{providers,variables,main,outputs,backend}.tf`, `terraform.tfvars.example`
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- [ ] **Step 1: `providers.tf`** (pin the version from Task 1)
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```hcl
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# verified: hetznercloud/hcloud ~> 1.48 · debian-13 · cax11@hel1 · <source> · <date>
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terraform {
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required_version = ">= 1.9"
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required_providers {
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hcloud = {
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source = "hetznercloud/hcloud"
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version = "~> 1.48"
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}
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}
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}
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provider "hcloud" {
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token = var.hcloud_token
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}
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```
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- [ ] **Step 2: `variables.tf`**
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```hcl
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variable "hcloud_token" {
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description = "Hetzner Cloud API token — set via TF_VAR_hcloud_token (from vault.hetzner.token)"
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type = string
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sensitive = true
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}
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variable "ansible_ssh_pubkey" {
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description = "ubongo's control SSH public key, provisioned for the ansible user"
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type = string
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}
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variable "ssh_admin_cidrs" {
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description = "Source CIDRs allowed to SSH askari (ubongo's address/32)"
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type = list(string)
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}
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```
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- [ ] **Step 3: `main.tf`**
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```hcl
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# offsite/main.tf — off-site Hetzner hosts. Terraform owns VM existence (ADR-006,
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# generalized to Hetzner). ALWAYS `make tf-plan TF_ENV=offsite` and review before
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# `make tf-apply TF_ENV=offsite`.
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module "askari" {
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source = "../../modules/hetzner_vm"
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name = "askari"
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server_type = "cax11" # ARM, 2 vCPU / 4 GB
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location = "hel1" # Helsinki
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image = "debian-13"
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ansible_ssh_pubkey = var.ansible_ssh_pubkey
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ssh_admin_cidrs = var.ssh_admin_cidrs
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labels = {
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env = "offsite"
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group = "offsite_hosts"
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managed-by = "terraform"
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}
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}
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```
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- [ ] **Step 4: `outputs.tf`** (the `tf_to_inventory.py` contract — `vms` map)
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```hcl
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output "vms" {
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description = "Hostname → IP and Ansible group — consumed by make tf-inventory-offsite"
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value = {
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askari = {
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ip = module.askari.ipv4_address
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group = "offsite_hosts"
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}
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}
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}
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```
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- [ ] **Step 5: `backend.tf`**
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```hcl
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# Terraform state: LOCAL, on the control node (like the Proxmox envs; ADR-006).
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# askari survives a homelab outage by design, so a lost state is recovered by
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# `terraform import` of the running server — not a rebuild. Back the state up with
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# the control node (ADR-022).
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```
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- [ ] **Step 6: `terraform.tfvars.example`**
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```hcl
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# offsite environment — non-secret values. Copy to terraform.tfvars and fill in.
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#
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# Secret is exported as an env var (never in this file):
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# export TF_VAR_hcloud_token="$(...from vault.hetzner.token...)" # make handles this
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#
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# State is local (see backend.tf).
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ansible_ssh_pubkey = "ssh-ed25519 AAAA... ansible@ubongo"
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ssh_admin_cidrs = ["10.20.10.151/32"] # ubongo's LAN address (ADR-021)
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```
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- [ ] **Step 7: Format + commit**
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Run: `terraform fmt terraform/environments/offsite/`
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```bash
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git add terraform/environments/offsite
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git commit -m "feat(tf): offsite environment — askari (CAX11/hel1/debian-13)"
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```
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(Co-Authored-By trailer)
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---
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### Task 4: Makefile — token injection, directory inventory, offsite handoff
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**Files:**
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- Modify: `Makefile`
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- [ ] **Step 1: Inject the Hetzner token for `TF_ENV=offsite`**
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The `tf-*` targets need `TF_VAR_hcloud_token` for offsite, sourced from the vault. Add a guarded helper variable near the `TF` definition:
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```makefile
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# For TF_ENV=offsite, export the Hetzner token from the vault (rbw unlocked).
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# Reads vault.hetzner.token in-memory; never written to a tfvars file (CLAUDE.md).
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ifeq ($(TF_ENV),offsite)
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TF_TOKEN_ENV = TF_VAR_hcloud_token="$$($(VENV)/bin/ansible-vault view inventories/production/group_vars/all/vault.yml | $(VENV)/bin/python -c 'import sys,yaml; print(yaml.safe_load(sys)["vault"]["hetzner"]["token"])')"
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else
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TF_TOKEN_ENV =
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endif
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```
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Then prefix the `tf-init`/`tf-plan`/`tf-apply`/`tf-output` recipes with `$(TF_TOKEN_ENV)`, e.g.:
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```makefile
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tf-plan:
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$(TF_TOKEN_ENV) $(TF) -chdir=terraform/environments/$(TF_ENV) plan
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```
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(Apply the same prefix to `tf-init`, `tf-apply`, `tf-output`.)
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- [ ] **Step 2: Directory inventory**
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Change the inventory so multiple TF envs can each generate a file:
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```makefile
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INVENTORY := -i inventories/production/
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```
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(Ansible reads every file in the directory as an inventory source and merges them; `group_vars/`/`host_vars/` remain variable dirs. Verify `ansible.cfg` does not also hard-set `inventory=`; if it does, update it to match.)
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- [ ] **Step 3: `tf-inventory-offsite` target**
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Add (writes the offsite hosts into the production inventory dir, beside the Proxmox-generated `hosts.yml`):
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```makefile
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tf-inventory-offsite:
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$(TF_TOKEN_ENV) $(TF) -chdir=terraform/environments/offsite output -json \
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| $(PYTHON) scripts/tf_to_inventory.py > inventories/production/offsite.yml
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@echo "Offsite inventory written to inventories/production/offsite.yml"
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```
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Add `tf-inventory-offsite` to `.PHONY` and a help line.
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- [ ] **Step 4: Verify existing playbooks still resolve under the directory inventory**
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Run: `make check PLAYBOOK=dns 2>&1 | tail -3`
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Expected: still resolves the `control` host and runs (no inventory errors). If `connection:`/group_vars break, fix before committing.
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- [ ] **Step 5: Commit**
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```bash
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git add Makefile
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git commit -m "feat(make): offsite TF token injection + directory inventory + tf-inventory-offsite"
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```
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(Co-Authored-By trailer)
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---
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### Task 5: Lock the offsite inventory handoff (TDD)
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**Files:**
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- Test: `tests/test_tf_to_inventory.py`
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- [ ] **Step 1: Write the failing test**
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```python
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import json
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import pathlib
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import subprocess
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import sys
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_SCRIPT = pathlib.Path(__file__).resolve().parent.parent / "scripts" / "tf_to_inventory.py"
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def _run(tf_output: dict) -> str:
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return subprocess.run(
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[sys.executable, str(_SCRIPT)],
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input=json.dumps(tf_output), capture_output=True, text=True, check=True,
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).stdout
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def test_offsite_host_lands_in_offsite_hosts():
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out = _run({"vms": {"value": {"askari": {"ip": "203.0.113.7", "group": "offsite_hosts"}}}})
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assert "offsite_hosts:" in out
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assert "askari:" in out
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assert "ansible_host: 203.0.113.7" in out
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def test_unknown_group_rejected():
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proc = subprocess.run(
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[sys.executable, str(_SCRIPT)],
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input=json.dumps({"vms": {"value": {"x": {"ip": "1.2.3.4", "group": "nope"}}}}),
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capture_output=True, text=True,
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)
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assert proc.returncode == 1
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assert "unknown group" in proc.stderr
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```
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- [ ] **Step 2: Run it**
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Run: `.venv/bin/python -m pytest tests/test_tf_to_inventory.py -v`
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Expected: PASS — `tf_to_inventory.py` already supports `offsite_hosts` and rejects unknown groups (this test locks that behaviour for the M2 handoff; no code change needed). If it fails, fix `scripts/tf_to_inventory.py` minimally and report.
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- [ ] **Step 3: Commit**
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```bash
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git add tests/test_tf_to_inventory.py
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git commit -m "test(tf): lock the offsite_hosts inventory handoff"
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```
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(Co-Authored-By trailer)
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||||
---
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|
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### Task 6: Init, validate, plan (gated — needs terraform + token)
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|
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> Needs `terraform` installed and `rbw` unlocked. Creates **no** resources. If `terraform` is absent, defer Tasks 6–8 to ubongo.
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|
||||
- [ ] **Step 1: Set tfvars**
|
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|
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`cp terraform/environments/offsite/terraform.tfvars.example terraform/environments/offsite/terraform.tfvars` and set `ansible_ssh_pubkey` to ubongo's real control public key and `ssh_admin_cidrs` to ubongo's address (`10.20.10.151/32`). (`terraform.tfvars` is gitignored.)
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||||
|
||||
- [ ] **Step 2: Init (tracks the lock file)**
|
||||
|
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Run: `make tf-init TF_ENV=offsite`
|
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Expected: providers installed; `terraform/environments/offsite/.terraform.lock.hcl` created. `git add` the lock file (tracked per CLAUDE.md).
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||||
|
||||
- [ ] **Step 3: Validate + plan**
|
||||
|
||||
Run: `terraform -chdir=terraform/environments/offsite validate` → `Success`.
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||||
Run: `make tf-plan TF_ENV=offsite` → review: **1 server + 1 firewall + 1 ssh key to add**. Confirm CAX11/hel1/debian-13 and the SSH-from-ubongo rule.
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||||
|
||||
- [ ] **Step 4: Commit the lock file**
|
||||
|
||||
```bash
|
||||
git add terraform/environments/offsite/.terraform.lock.hcl
|
||||
git commit -m "chore(tf): pin offsite provider lock (hcloud)"
|
||||
```
|
||||
(Co-Authored-By trailer)
|
||||
|
||||
---
|
||||
|
||||
### Task 7: Apply — create askari (GATED, real billed VPS)
|
||||
|
||||
> **Explicit user go required.** Run on ubongo. The plan from Task 6 must be reviewed first (CLAUDE.md: never apply without a shown plan).
|
||||
|
||||
- [ ] **Step 1: Apply**
|
||||
|
||||
Run: `make tf-apply TF_ENV=offsite`
|
||||
Expected: `hcloud_ssh_key`, `hcloud_firewall`, `hcloud_server.askari` created; outputs show `askari`'s IPv4.
|
||||
|
||||
- [ ] **Step 2: Generate the offsite inventory**
|
||||
|
||||
Run: `make tf-inventory-offsite`
|
||||
Expected: `inventories/production/offsite.yml` written with `askari` under `offsite_hosts`.
|
||||
|
||||
- [ ] **Step 3: Verify the inventory merges**
|
||||
|
||||
Run: `.venv/bin/ansible-inventory $(INVENTORY) --host askari` (or `--list`)
|
||||
Expected: `askari` present with its `ansible_host`.
|
||||
|
||||
- [ ] **Step 4: Commit the generated inventory**
|
||||
|
||||
```bash
|
||||
git add inventories/production/offsite.yml
|
||||
git commit -m "chore(inventory): askari in offsite_hosts (generated)"
|
||||
```
|
||||
(Co-Authored-By trailer)
|
||||
|
||||
---
|
||||
|
||||
### Task 8: Bootstrap askari (GATED — needs the live host)
|
||||
|
||||
> Run on ubongo after Task 7. `rbw` unlocked.
|
||||
|
||||
- [ ] **Step 1: Reach it**
|
||||
|
||||
Run: `ssh ansible@<askari-ip>` (cloud-init created the `ansible` user with ubongo's key) — expect a shell. If refused, check the firewall `ssh_admin_cidrs` matches ubongo's egress IP.
|
||||
|
||||
- [ ] **Step 2: Bootstrap**
|
||||
|
||||
Run: `make check PLAYBOOK=bootstrap` (review) then `make deploy PLAYBOOK=bootstrap` — expect the `ansible` user + sudoers confirmed/created on askari (idempotent).
|
||||
|
||||
- [ ] **Step 3: No repo commit** — this configures the host, not the repo. (`base` subset = M3.)
|
||||
|
||||
---
|
||||
|
||||
### Task 9: ADR amendments + STATUS
|
||||
|
||||
**Files:**
|
||||
- Modify: `docs/decisions/006-terraform.md`, `009-provisioning-handoff.md`, `020-firewall.md`, `007-network.md`, `016-mesh-vpn.md`, `STATUS.md`
|
||||
|
||||
For each: **Read the relevant section first**, then apply the change.
|
||||
|
||||
- [ ] **Step 1: ADR-006 — generalize the provider scope**
|
||||
|
||||
In the **Providers** section, the line "`bpg/proxmox` … This is the only provider." → note a second provider:
|
||||
```
|
||||
**`hetznercloud/hcloud`**: owns off-site VM existence (`askari`). ADR-006's scope is
|
||||
**Proxmox + Hetzner** — "Terraform owns VM existence" generalizes across providers; the
|
||||
`offsite` environment + `hetzner_vm` module live alongside the Proxmox env + module.
|
||||
```
|
||||
Also adjust the Context line "creating and destroying VMs on Proxmox" → "on Proxmox and Hetzner".
|
||||
|
||||
- [ ] **Step 2: ADR-009 — offsite handoff**
|
||||
|
||||
Add a note that `offsite` is a TF environment whose `vms` output feeds `offsite_hosts` via `tf_to_inventory.py` (`make tf-inventory-offsite` → `inventories/production/offsite.yml`), and that the production inventory is a **directory** merging the Proxmox + offsite generated files.
|
||||
|
||||
- [ ] **Step 3: ADR-020 — askari's perimeter**
|
||||
|
||||
Note that off-cluster `askari` has no OPNsense; its **perimeter** is a TF-managed Hetzner Cloud Firewall (SSH-from-ubongo now; NetBird ports in M4). The `group_vars` catalog stays authoritative for the host nftables layer.
|
||||
|
||||
- [ ] **Step 4: ADR-007 / ADR-016 — askari is TF-provisioned**
|
||||
|
||||
Replace "provisioned … independently … added manually" wording for askari with "provisioned as Terraform IaC (hcloud), managed independently of the Proxmox cluster (own provider + state)."
|
||||
|
||||
- [ ] **Step 5: STATUS.md**
|
||||
|
||||
Move/realize askari's row per how far Task 7/8 got. If applied: under "Real and working today" — `askari` **Built + applied** (CAX11/hel1/debian-13, cloud firewall SSH-from-ubongo, bootstrapped, in `offsite_hosts`). If only authored (apply deferred): note the TF is written + `tf-plan` clean, apply pending on ubongo.
|
||||
|
||||
- [ ] **Step 6: Lint + commit**
|
||||
|
||||
Run: `make lint` (must pass).
|
||||
|
||||
```bash
|
||||
git add docs/decisions/006-terraform.md docs/decisions/009-provisioning-handoff.md \
|
||||
docs/decisions/020-firewall.md docs/decisions/007-network.md \
|
||||
docs/decisions/016-mesh-vpn.md STATUS.md
|
||||
git commit -m "docs(askari): amend ADR-006/009/020/007/016 for TF-provisioned offsite host; STATUS"
|
||||
```
|
||||
(Co-Authored-By trailer)
|
||||
|
||||
---
|
||||
|
||||
## Self-Review (completed)
|
||||
|
||||
- **Spec coverage:** TF owns existence / generalize ADR-006 (Decision 1) → Tasks 2,3,9; CAX11/hel1/debian-13 (Decision 2) → Task 3; TF cloud firewall, SSH-from-ubongo, NetBird ports later (Decision 3) → Task 2 + Task 9 ADR-020; token via `TF_VAR_hcloud_token` from vault (Decision 4) → Task 4; ADR-009 handoff via `tf_to_inventory` (Decision 5) → Tasks 4,5,7; cloud-init `ansible` user + bootstrap → Tasks 2,8; state + DR (import) → Task 3 backend; ADR amendments → Task 9. All covered.
|
||||
- **Placeholder scan:** none — HCL, make, and test content are concrete. `<askari-ip>`/`<source>`/`<date>` are runtime/verification values, not unspecified logic.
|
||||
- **Type/name consistency:** module vars (`name`, `server_type`, `location`, `image`, `ansible_ssh_pubkey`, `ssh_admin_cidrs`, `labels`) match between module + env call; the `vms` output shape (`{ip, group}`) matches `tf_to_inventory.py`'s contract; `TF_VAR_hcloud_token` ↔ `var.hcloud_token`; `vault.hetzner.token` matches the stored key.
|
||||
- **Notes for the implementer:** (a) confirm Ansible merges the directory inventory's two files so `askari` resolves (Task 7 Step 3); (b) verify `hcloud_server` arg names against the pinned provider version (Task 1) — adjust `public_net`/`firewall_ids` if the provider differs; (c) Tasks 7–8 create a billed VPS — gated on explicit go.
|
||||
Loading…
Add table
Reference in a new issue