docs: AI project context (docs/ai) and repository documentation refresh
- docs/ai/: stable, repo-verified context - README, architecture, tech-stack, edge-cases, plan (confirmed active work only), migration-tofu (the blue-green OpenTofu migration runbook and per-service findings), legacy-warning, links. - AGENTS.md: slimmed to a working contract that points at docs/ai instead of restating it; CLAUDE.md is an adapter that @-includes it. - README.md, ansible/README.md, ansible/roles/README.md, roles/lxc_docker_host/README.md: bring wording in line with the current control plane (Makefile entry point, registry, tofu, memoir-bot gone). Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_012uoq5AVK8mkBgg83Mq6o5V
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co-authored by
Claude Sonnet 5
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@@ -12,8 +12,10 @@ Ansible is the control plane for HomeLab infrastructure changes.
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## Layout
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- `inventory/hosts.yml` — canonical host list and host-specific facts.
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- `inventory/group_vars/all/services.yml` — service registry and reverse-proxy input; deployment playbooks still duplicate these facts.
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- `playbooks/` — entry points for tasks.
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- `roles/` — reusable configuration units.
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- `Makefile` — canonical manual entry point and safety gates.
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## Current Groups
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@@ -24,38 +26,43 @@ Ansible is the control plane for HomeLab infrastructure changes.
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- `monitoring_exporters` — hosts exposing Node Exporter metrics.
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- `monitoring_smart_exporters` — Proxmox nodes exposing SMART metrics.
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- `vpn_openvpn` — OpenVPN transport hosts: `ru-vps`, `ovpn-mini`.
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- `shell_hosts` — hosts with unified bash config: `ru-vps`, `cloud-pc`, `mini-pc`.
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- `shell_hosts` — hosts with unified bash config: `ru-vps`, `cloud-pc`, `mini-pc`, `hermes-ai`.
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- `servers` — all managed hosts.
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## First Checks
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Install control-node dependencies locally:
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From the repository root, use the Nix environment and install Galaxy collections once per clone:
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```bash
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python3 -m venv .venv
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. .venv/bin/activate
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pip install -r requirements.txt
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ansible-galaxy collection install -r requirements.yml -p collections
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nix develop
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ansible-galaxy collection install -r ansible/requirements.yml -p ansible/collections
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```
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Run from `ansible/`:
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Run manual operations through Make from `ansible/`:
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```bash
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ansible-playbook playbooks/check.yml
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make help
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make check
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make status EXTRA="--limit '!gyro'"
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make lint
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```
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`make setup` remains a local venv fallback when Nix is unavailable.
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## Controlled Updates
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Service updates are manual and use pinned `tag@sha256:digest` image references only; floating tags and auto-update agents are not used.
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Service updates are manual. Active update-managed remote images are pinned as
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`tag@sha256:digest`; the frozen Prometheus stack is tag-only. Floating
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auto-update agents are not used.
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Run the dedicated playbook for the target service from `ansible/`:
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Run the dedicated Make target from `ansible/`:
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```bash
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.venv/bin/ansible-playbook playbooks/vaultwarden-update.yml
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.venv/bin/ansible-playbook playbooks/gitea-update.yml
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.venv/bin/ansible-playbook playbooks/adguard-update.yml
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.venv/bin/ansible-playbook playbooks/mihomo-update.yml
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.venv/bin/ansible-playbook playbooks/grimmory-update.yml
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make update-vaultwarden
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make update-gitea
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make update-adguard
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make update-mihomo
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make update-grimmory
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```
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Update flow is always: fresh backup/audit first, then the update playbook, then health verification.
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@@ -69,55 +76,62 @@ Update flow is always: fresh backup/audit first, then the update playbook, then
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Use the dedicated hardening playbook only when explicitly approved:
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```bash
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.venv/bin/ansible-playbook playbooks/ru-vps-mihomo-harden.yml -e ru_vps_mihomo_harden_confirm=true
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make mihomo-harden CONFIRM=1
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```
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It rotates the live Mihomo SOCKS credentials on `ru-vps`, locks the proxy to loopback, and removes the public UFW exposure for ports `7890` and `7891`.
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The rotated credentials are not recoverable for clients unless you roll back the saved config backup.
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For Proxmox API playbooks, create ignored `.env` from `.env.example` and load it:
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For Proxmox API playbooks, create ignored `.env` in the **repository root** from
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`.env.example`. It is shared with OpenTofu (`tofu/`). Make loads it
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automatically:
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```bash
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cp .env.example .env
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. ./.env
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.venv/bin/ansible-playbook playbooks/pve-ovpn-mini.yml
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cp ../.env.example ../.env # секреты живут в корне репозитория
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make env-check
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make dry-ovpn-mini
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make deploy-ovpn-mini
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```
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Or bootstrap the token from `mini-pc` with sudo:
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```bash
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.venv/bin/ansible-playbook playbooks/bootstrap-pve-api-token.yml -K
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make bootstrap-pve-token
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```
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Create the separate read-only PVE token used by the monitoring exporter:
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```bash
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.venv/bin/ansible-playbook playbooks/bootstrap-monitoring-pve-token.yml
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make bootstrap-monitoring-token
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```
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OpenVPN transport:
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```bash
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.venv/bin/ansible-playbook playbooks/openvpn-vps-mini.yml -K
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.venv/bin/ansible-playbook playbooks/openvpn-check.yml
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make openvpn
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make openvpn-check
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```
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Monitoring is provisioned in two steps after loading the monitoring secrets from ignored `.env` or Ansible Vault:
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CT 146 can be provisioned separately. Uptime Kuma is the active monitoring service:
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```bash
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. ./.env
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.venv/bin/ansible-playbook playbooks/pve-monitoring.yml
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.venv/bin/ansible-playbook playbooks/monitoring.yml
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make deploy-monitoring
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make uptime-kuma
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```
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`pve-monitoring.yml` creates CT `146` (`monitoring`, `192.168.1.30`) on `cloud-pc`. `monitoring.yml` configures exporters, the `ru-vps` probe vantage point, and the central Prometheus stack. It is frozen while Uptime Kuma is in use; do not run it unless restoring Prometheus monitoring.
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`pve-monitoring.yml` creates CT `146` (`monitoring`, `192.168.1.30`) on
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`cloud-pc`. The older `monitoring.yml` configures Prometheus, Alertmanager,
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Grafana and exporters; it is frozen and `make monitoring CONFIRM=1` is reserved
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for an explicitly approved restoration decision.
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## Gyro Investment Allocator
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`pve-gyro.yml` creates unprivileged CT `150` (`gyro`, `192.168.1.35`) on `mini-pc`. `gyro.yml` installs Python 3.13+, pinned `uv`, the `gyro` service user, a container-local GitHub deploy key, restrictive firewall rules, and a weekday systemd timer.
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Production `gyro` now runs in Tofu-provisioned CT `156` (`gyro`, `192.168.1.35`) on `mini-pc`. CT `150` is stopped and kept only as rollback for at least a week; it is not removed.
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UFW is the currently enforced isolation layer: inbound is denied except SSH from LAN/OpenVPN, and east-west outbound is denied except the Mihomo HTTP proxy. The equivalent CT `150` Proxmox firewall is staged, but the cluster-wide PVE firewall remains disabled; do not enable it without auditing every node and guest with `firewall=1`.
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`make gyro` configures Python 3.13+, pinned `uv`, the `gyro` service user, the container-local GitHub deploy key, restrictive firewall rules, and the weekday systemd timer. Do not use `make deploy-gyro` for the cutover path.
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UFW is the currently enforced isolation layer: inbound is denied except SSH from LAN/OpenVPN, and east-west outbound is denied except the Mihomo HTTP proxy. The equivalent CT `156` Proxmox firewall is already carried over; the cluster-wide PVE firewall remains disabled, so do not enable it without auditing every node and guest with `firewall=1`.
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The role keeps deployment and the timer disabled by default. The active host vars deploy `git@github.com:ada-dmitry/t_tech-gyro.git` with GitHub's verified ED25519 host key; the timer still requires the ignored Vault file:
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@@ -129,17 +143,17 @@ ansible-vault encrypt inventory/host_vars/gyro/vault.yml
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After encrypting the secrets, set `gyro_timer_enabled: true` in `main.yml` and apply with `--ask-vault-pass`. `DRY_RUN_OVERRIDE` remains `true` until real trading is explicitly approved.
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```bash
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. ./.env
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.venv/bin/ansible-playbook playbooks/pve-gyro.yml
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.venv/bin/ansible-playbook playbooks/gyro.yml --ask-vault-pass
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make gyro
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```
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The timer runs at 11:00 Europe/Moscow from Monday through Friday and uses `OnFailure=` for a best-effort Telegram alert. CT `150` is included in the daily mini-pc PBS job and backup freshness audit.
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The timer runs at 11:00 Europe/Moscow from Monday through Friday and uses `OnFailure=` for a best-effort Telegram alert. PBS backup jobs and the backup freshness audit derive the current Gyro VMID from the registry once regenerated, so CT `156` is picked up automatically.
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The legacy `pve-gyro.yml` remains available for rollback recovery only and is blocked by default after cutover unless an explicit override is passed.
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Uptime Kuma uses the existing monitoring LXC and stops/disables `homelab-monitoring` without deleting its configuration or data. Its UI is available only from the LAN at `http://192.168.1.30:3001`; create monitors and notification settings in the UI.
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```bash
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.venv/bin/ansible-playbook playbooks/uptime-kuma.yml
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make uptime-kuma
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```
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## Emergency Reverse SSH
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@@ -149,9 +163,8 @@ Uptime Kuma uses the existing monitoring LXC and stops/disables `homelab-monitor
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Before applying, set `EMERGENCY_BOT_TOKEN`, `EMERGENCY_ALLOWED_USER_IDS`, `EMERGENCY_VPS_HOST_KEY`, and `EMERGENCY_MINI_PC_HOST_KEY` in ignored `.env` or Ansible Vault. The host-key variables must be verified public host keys, not values obtained during deployment.
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```bash
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. ./.env
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.venv/bin/ansible-playbook playbooks/pve-emergency-bot.yml
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.venv/bin/ansible-playbook playbooks/emergency-access.yml
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make deploy-emergency-bot
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make emergency-access
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```
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From an authorized private Telegram chat, use the `Enable SSH`, `Status`, and `Stop` buttons or `/emergency ssh`, `/emergency status`, and `/emergency stop`. `/emergency ssh` enables a 60-minute tunnel only; it does not expose a public port. Connect while it is active with:
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@@ -167,13 +180,13 @@ The target account is `ansible`; it has no password login. Use the existing priv
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Bootstrap the Ansible service account on shell hosts:
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```bash
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.venv/bin/ansible-playbook -i inventory/hosts.yml playbooks/bootstrap-ansible-user.yml -K
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make bootstrap-ansible-user
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```
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When a task needs privilege escalation:
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```bash
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ansible-playbook playbooks/<name>.yml -K
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make play-<name> EXTRA="-K"
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```
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## Workflow
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