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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# askari Provisioning (M2) Implementation Plan
> **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.
**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.
**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**.
**Tech Stack:** Terraform (`hetznercloud/hcloud` provider), Hetzner Cloud, cloud-init, Ansible. Token from `vault.hetzner.token``TF_VAR_hcloud_token`.
**Spec:** `docs/superpowers/specs/2026-06-14-askari-provisioning-design.md`
**Execution context:** Tasks 16 + 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 68 defer to ubongo.
---
## File Structure
- `terraform/modules/hetzner_vm/{variables,main,outputs}.tf` (create) — wraps server + firewall + ssh key + cloud-init.
- `terraform/environments/offsite/{providers,variables,main,outputs,backend}.tf` + `terraform.tfvars.example` (create) — the askari stack, own local state.
- `Makefile` (modify) — inject `TF_VAR_hcloud_token` for `TF_ENV=offsite`; directory inventory; `tf-inventory-offsite` target.
- `scripts/tf_to_inventory.py` (no change — already offsite-aware) + `tests/test_tf_to_inventory.py` (create) — lock the offsite handoff.
- `docs/decisions/{006,009,020,007,016}-*.md`, `STATUS.md` (modify) — ADR amendments + status.
---
### Task 1: Verify the Hetzner provider/image facts (ADR-014)
**Files:** none (research; pin values used by later tasks).
- [ ] **Step 1: Verify and record**
Verify (WebFetch registry.terraform.io / docs.hetzner.com, or `terraform` once init'd):
- latest `hetznercloud/hcloud` provider version to pin (expected `~> 1.48`+),
- the Debian 13 image slug (expected `debian-13`),
- that server type `cax11` exists in location `hel1`.
Record a stamp in the offsite `providers.tf` comment, e.g.:
`# verified: hetznercloud/hcloud <ver> · debian-13 image · cax11@hel1 · <source> · <date>`
- [ ] **Step 2: No commit** (values land in later tasks).
---
### Task 2: The `hetzner_vm` module
**Files:**
- Create: `terraform/modules/hetzner_vm/variables.tf`, `main.tf`, `outputs.tf`
- [ ] **Step 1: `variables.tf`**
```hcl
variable "name" {
description = "Server name (and hostname)"
type = string
}
variable "server_type" {
description = "Hetzner server type, e.g. cax11 (ARM)"
type = string
}
variable "location" {
description = "Hetzner location, e.g. hel1"
type = string
}
variable "image" {
description = "OS image slug, e.g. debian-13"
type = string
}
variable "ansible_ssh_pubkey" {
description = "Public SSH key provisioned for the ansible user via cloud-init"
type = string
}
variable "ssh_admin_cidrs" {
description = "Source CIDRs allowed to reach SSH (e.g. ubongo's address/32)"
type = list(string)
}
variable "labels" {
description = "Hetzner resource labels (metadata only)"
type = map(string)
default = {}
}
```
- [ ] **Step 2: `main.tf`**
```hcl
# cloud-init: create the unprivileged `ansible` user with ubongo's key + sudo.
# (Mirrors the proxmox_vm module's user_account; Hetzner has no structured field.)
locals {
user_data = <<-EOT
#cloud-config
users:
- name: ansible
groups: [sudo]
sudo: "ALL=(ALL) NOPASSWD:ALL"
shell: /bin/bash
ssh_authorized_keys:
- ${var.ansible_ssh_pubkey}
package_update: true
packages:
- python3
EOT
}
resource "hcloud_ssh_key" "ansible" {
name = "${var.name}-ansible"
public_key = var.ansible_ssh_pubkey
}
resource "hcloud_firewall" "this" {
name = "${var.name}-fw"
# SSH from the control node only (NetBird ports are added in M4 when the
# coordinator deploys — see ADR-020; the host nftables layer is catalog-driven).
rule {
direction = "in"
protocol = "tcp"
port = "22"
source_ips = var.ssh_admin_cidrs
}
}
resource "hcloud_server" "this" {
name = var.name
server_type = var.server_type
location = var.location
image = var.image
ssh_keys = [hcloud_ssh_key.ansible.id]
user_data = local.user_data
firewall_ids = [hcloud_firewall.this.id]
labels = var.labels
public_net {
ipv4_enabled = true
ipv6_enabled = true
}
}
```
- [ ] **Step 3: `outputs.tf`**
```hcl
output "ipv4_address" {
description = "Server public IPv4"
value = hcloud_server.this.ipv4_address
}
output "name" {
description = "Server name"
value = hcloud_server.this.name
}
```
- [ ] **Step 4: Format**
Run: `terraform fmt terraform/modules/hetzner_vm/`
Expected: files formatted (or already formatted).
- [ ] **Step 5: Commit**
```bash
git add terraform/modules/hetzner_vm
git commit -m "feat(tf): hetzner_vm module (server + firewall + ssh key + cloud-init)"
```
(append `Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>`)
---
### Task 3: The `offsite` environment
**Files:**
- Create: `terraform/environments/offsite/{providers,variables,main,outputs,backend}.tf`, `terraform.tfvars.example`
- [ ] **Step 1: `providers.tf`** (pin the version from Task 1)
```hcl
# verified: hetznercloud/hcloud ~> 1.48 · debian-13 · cax11@hel1 · <source> · <date>
terraform {
required_version = ">= 1.9"
required_providers {
hcloud = {
source = "hetznercloud/hcloud"
version = "~> 1.48"
}
}
}
provider "hcloud" {
token = var.hcloud_token
}
```
- [ ] **Step 2: `variables.tf`**
```hcl
variable "hcloud_token" {
description = "Hetzner Cloud API token — set via TF_VAR_hcloud_token (from vault.hetzner.token)"
type = string
sensitive = true
}
variable "ansible_ssh_pubkey" {
description = "ubongo's control SSH public key, provisioned for the ansible user"
type = string
}
variable "ssh_admin_cidrs" {
description = "Source CIDRs allowed to SSH askari (ubongo's address/32)"
type = list(string)
}
```
- [ ] **Step 3: `main.tf`**
```hcl
# offsite/main.tf — off-site Hetzner hosts. Terraform owns VM existence (ADR-006,
# generalized to Hetzner). ALWAYS `make tf-plan TF_ENV=offsite` and review before
# `make tf-apply TF_ENV=offsite`.
module "askari" {
source = "../../modules/hetzner_vm"
name = "askari"
server_type = "cax11" # ARM, 2 vCPU / 4 GB
location = "hel1" # Helsinki
image = "debian-13"
ansible_ssh_pubkey = var.ansible_ssh_pubkey
ssh_admin_cidrs = var.ssh_admin_cidrs
labels = {
env = "offsite"
group = "offsite_hosts"
managed-by = "terraform"
}
}
```
- [ ] **Step 4: `outputs.tf`** (the `tf_to_inventory.py` contract — `vms` map)
```hcl
output "vms" {
description = "Hostname → IP and Ansible group — consumed by make tf-inventory-offsite"
value = {
askari = {
ip = module.askari.ipv4_address
group = "offsite_hosts"
}
}
}
```
- [ ] **Step 5: `backend.tf`**
```hcl
# Terraform state: LOCAL, on the control node (like the Proxmox envs; ADR-006).
# askari survives a homelab outage by design, so a lost state is recovered by
# `terraform import` of the running server — not a rebuild. Back the state up with
# the control node (ADR-022).
```
- [ ] **Step 6: `terraform.tfvars.example`**
```hcl
# offsite environment — non-secret values. Copy to terraform.tfvars and fill in.
#
# Secret is exported as an env var (never in this file):
# export TF_VAR_hcloud_token="$(...from vault.hetzner.token...)" # make handles this
#
# State is local (see backend.tf).
ansible_ssh_pubkey = "ssh-ed25519 AAAA... ansible@ubongo"
ssh_admin_cidrs = ["10.20.10.151/32"] # ubongo's LAN address (ADR-021)
```
- [ ] **Step 7: Format + commit**
Run: `terraform fmt terraform/environments/offsite/`
```bash
git add terraform/environments/offsite
git commit -m "feat(tf): offsite environment — askari (CAX11/hel1/debian-13)"
```
(Co-Authored-By trailer)
---
### Task 4: Makefile — token injection, directory inventory, offsite handoff
**Files:**
- Modify: `Makefile`
- [ ] **Step 1: Inject the Hetzner token for `TF_ENV=offsite`**
The `tf-*` targets need `TF_VAR_hcloud_token` for offsite, sourced from the vault. Add a guarded helper variable near the `TF` definition:
```makefile
# For TF_ENV=offsite, export the Hetzner token from the vault (rbw unlocked).
# Reads vault.hetzner.token in-memory; never written to a tfvars file (CLAUDE.md).
ifeq ($(TF_ENV),offsite)
TF_TOKEN_ENV = TF_VAR_hcloud_token="$$($(VENV)/bin/ansible-vault view inventories/production/group_vars/all/vault.yml | $(VENV)/bin/python -c 'import sys,yaml; print(yaml.safe_load(sys)["vault"]["hetzner"]["token"])')"
else
TF_TOKEN_ENV =
endif
```
Then prefix the `tf-init`/`tf-plan`/`tf-apply`/`tf-output` recipes with `$(TF_TOKEN_ENV)`, e.g.:
```makefile
tf-plan:
$(TF_TOKEN_ENV) $(TF) -chdir=terraform/environments/$(TF_ENV) plan
```
(Apply the same prefix to `tf-init`, `tf-apply`, `tf-output`.)
- [ ] **Step 2: Directory inventory**
Change the inventory so multiple TF envs can each generate a file:
```makefile
INVENTORY := -i inventories/production/
```
(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.)
- [ ] **Step 3: `tf-inventory-offsite` target**
Add (writes the offsite hosts into the production inventory dir, beside the Proxmox-generated `hosts.yml`):
```makefile
tf-inventory-offsite:
$(TF_TOKEN_ENV) $(TF) -chdir=terraform/environments/offsite output -json \
| $(PYTHON) scripts/tf_to_inventory.py > inventories/production/offsite.yml
@echo "Offsite inventory written to inventories/production/offsite.yml"
```
Add `tf-inventory-offsite` to `.PHONY` and a help line.
- [ ] **Step 4: Verify existing playbooks still resolve under the directory inventory**
Run: `make check PLAYBOOK=dns 2>&1 | tail -3`
Expected: still resolves the `control` host and runs (no inventory errors). If `connection:`/group_vars break, fix before committing.
- [ ] **Step 5: Commit**
```bash
git add Makefile
git commit -m "feat(make): offsite TF token injection + directory inventory + tf-inventory-offsite"
```
(Co-Authored-By trailer)
---
### Task 5: Lock the offsite inventory handoff (TDD)
**Files:**
- Test: `tests/test_tf_to_inventory.py`
- [ ] **Step 1: Write the failing test**
```python
import json
import pathlib
import subprocess
import sys
_SCRIPT = pathlib.Path(__file__).resolve().parent.parent / "scripts" / "tf_to_inventory.py"
def _run(tf_output: dict) -> str:
return subprocess.run(
[sys.executable, str(_SCRIPT)],
input=json.dumps(tf_output), capture_output=True, text=True, check=True,
).stdout
def test_offsite_host_lands_in_offsite_hosts():
out = _run({"vms": {"value": {"askari": {"ip": "203.0.113.7", "group": "offsite_hosts"}}}})
assert "offsite_hosts:" in out
assert "askari:" in out
assert "ansible_host: 203.0.113.7" in out
def test_unknown_group_rejected():
proc = subprocess.run(
[sys.executable, str(_SCRIPT)],
input=json.dumps({"vms": {"value": {"x": {"ip": "1.2.3.4", "group": "nope"}}}}),
capture_output=True, text=True,
)
assert proc.returncode == 1
assert "unknown group" in proc.stderr
```
- [ ] **Step 2: Run it**
Run: `.venv/bin/python -m pytest tests/test_tf_to_inventory.py -v`
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.
- [ ] **Step 3: Commit**
```bash
git add tests/test_tf_to_inventory.py
git commit -m "test(tf): lock the offsite_hosts inventory handoff"
```
(Co-Authored-By trailer)
---
### Task 6: Init, validate, plan (gated — needs terraform + token)
> Needs `terraform` installed and `rbw` unlocked. Creates **no** resources. If `terraform` is absent, defer Tasks 68 to ubongo.
- [ ] **Step 1: Set tfvars**
`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.)
- [ ] **Step 2: Init (tracks the lock file)**
Run: `make tf-init TF_ENV=offsite`
Expected: providers installed; `terraform/environments/offsite/.terraform.lock.hcl` created. `git add` the lock file (tracked per CLAUDE.md).
- [ ] **Step 3: Validate + plan**
Run: `terraform -chdir=terraform/environments/offsite validate``Success`.
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.
- [ ] **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 78 create a billed VPS — gated on explicit go.