diskless-workstation/docs/TODO.md

# TODO — diskless fleet boot system

Persistent backlog, kept in sync with the working session task tracker. Status:
`[ ]` pending · `[~]` in progress · `[x]` done.

---

## [ ] 1. Port the dracut module off `network-legacy` → `network-manager`

Durable replacement for the current `dhcp-client` stopgap. `dhclient` is
deprecated in RHEL 9 and will eventually leave the repos; the build only works
today because the provisioner installs `dhcp-client` so `network-legacy` passes
dracut's `check()`.

- Rewrite both network bring-up paths in
  [../files/dracut/95dot1x-macsec/dot1x-macsec-up.sh](../files/dracut/95dot1x-macsec/dot1x-macsec-up.sh):
  the secure path's `ifup macsec0` and the `rd.dot1x=0` bypass path's
  `ifup $NIC` — use `nmcli`/NetworkManager-in-initramfs (or `ip=` cmdline + the
  nm module) instead.
- Change `depends()` `network-legacy` → `network-manager` in
  [../files/dracut/95dot1x-macsec/module-setup.sh](../files/dracut/95dot1x-macsec/module-setup.sh).
- Update `add_dracutmodules` in
  [../files/etc/dracut.conf.d/90-diskless.conf](../files/etc/dracut.conf.d/90-diskless.conf).
- Drop `dhcp-client` from the provisioner `dnf install` in
  [../diskless.pkr.hcl](../diskless.pkr.hcl).
- Re-verify the `lsinitrd` assertion.
- **Gate:** full boot-chain smoke test (swtpm + hostapd + FreeRADIUS) before
  merge, per CLAUDE.md.

## [ ] 2. Apply RHEL9 STIG hardening to the built image

OpenSCAP + SCAP Security Guide (`xccdf_org.ssgproject.content_profile_stig`), run
as a Packer provisioner after `dnf install` and before the dracut/initramfs build
and cleanup.

- **Tailoring** (`autotailor`): unselect rules this architecture can't satisfy —
  separate-partition rules (single erofs root + tmpfs overlay; satisfy intent
  with `nodev,nosuid,noexec` tmpfs mounts), GRUB/kernel-cmdline rules (no GRUB),
  and AIDE/file-integrity rules (dm-verity is the documented compensating
  control).
- **Kernel params → UKI cmdline** in
  [../scripts/extract-artifacts.sh](../scripts/extract-artifacts.sh) before
  signing: `audit=1 audit_backlog_limit=8192 slub_debug=P page_poison=1
  vsyscall=none` (+ `fips=1` if FIPS).
- **Reproducibility guard:** strip non-deterministic remediation output (SSH host
  keys → regen at boot into overlay, AIDE db, timestamps, fresh UUIDs) so the
  verity hash stays stable.
- **Audit logging:** `audisp-remote`/rsyslog to a central collector addressed by
  DNS name (host-generic).
- **Optional FIPS:** `fips=1` cmdline + `01fips` dracut module + FIPS crypto
  policy.
- **CI:** run `oscap eval` (no `--remediate`) to publish an ARF+HTML STIG report
  as a build artifact; optionally hard-fail below a score threshold.
- **Decisions needed before implementing:** FIPS on/off · remote-audit collector
  DNS name (or ephemeral/none for lab) · CI fail-on-score threshold vs
  report-only.
- Note: orthogonal to the `rd.dot1x=0` test toggle, but a full STIG production
  posture wants 802.1X re-enabled.

## [ ] 3. Roll the errata into design doc v3

Once the boot path is validated and item 1 lands, fold
[design-v2-errata.md](design-v2-errata.md) into the source design document and
re-export a **v3** PDF (key change: `rootovl` → `systemd.volatile=overlay` in §3
step 8 and §5). Retire/reset the errata afterward. Needs the design-doc source
(not in this repo).

## [ ] 4. Kiosk mode — autologin + fullscreen Chromium loading a URL

Make the diskless workstation boot straight into a locked-down kiosk: a
fullscreen Chromium showing a configured site (initial target: Reddit). All
baked at **build time** into the root tree (immutable erofs/verity root; runtime
is the tmpfs overlay), fleet-generic (no per-host state).

- **Graphical stack (keep it minimal):** add a Packer provisioner installing a
  lightweight kiosk compositor + browser. Preferred: `cage` (Wayland
  single-app kiosk compositor) + Mesa (software GL fallback for VMs/no-GPU);
  X11 + a minimal WM (matchbox/openbox) as the alternative. Chromium on Rocky 9
  is in **EPEL** — enabling EPEL adds a repo/supply-chain surface (decision
  below).
- **Autologin + session:** dedicated unprivileged `kiosk` user; launch the
  session via a `kiosk.service` running `cage -s -- chromium --kiosk …`
  (or `greetd` + cage). Stage units/configs under `files/` like the other
  provisioned config.
- **Chromium flags:** `--kiosk --noerrdialogs --disable-infobars --incognito
  --no-first-run --disable-session-crashed-bubble <URL>`. Writable profile/cache
  land on the `systemd.volatile=overlay` tmpfs (RAM-backed, ephemeral) — fine,
  but watch RAM sizing; pin `--user-data-dir`/`--disk-cache-dir` to a tmpfs path
  if needed.
- **Kiosk URL = Packer var** (e.g. `kiosk_url`, default the target site), baked
  into the launch command; keep it host-generic (per-env via DNS if ever needed).
- **Verify in boot test:** graphical session comes up on real/VM display,
  Chromium fullscreen loads the URL over the booted network (works with the
  current `rd.dot1x=0` test path / open network).
- **Decisions:** Wayland(cage) vs X11; accept EPEL for Chromium (vs another
  source); confirm the target URL.
- **⚠ Conflict with item 2 (STIG):** passwordless autologin and a desktop
  browser are STIG findings and enlarge the attack surface/image. Reconcile —
  e.g. a tightly-constrained kiosk session + documented deviation — when
  hardening lands.

## [~] 5. Deploy & validate the end-to-end boot path (open-network test)

In progress. Stand up `serving/` (dnsmasq + nginx + SPDK) per
[serving/README.md](../serving/README.md), rebuild the UKI with
`nvmet_traddr=nvme.fleet.lab` (now a Packer var — older UKIs have the literal
`NVMET_TRADDR` placeholder and won't connect), then boot a UEFI HTTP-boot client
(**Secure Boot OFF**, unsigned UKI; no TPM needed in `rd.dot1x=0` mode) on the
boot LAN.

- **Pass criteria:** UKI fetched over HTTP → initramfs → DHCP on NIC → NVMe/TCP
  namespace connected → dm-verity root mapped → `systemd.volatile=overlay`
  writable → multi-user.
- This validation **gates** item #1 (network-manager port) and item #3
  (errata → design v3).

## [ ] 6. Rolling fleet updates (multi-version serve → cohort reboots)

Image-based, reboot-to-update across many live workstations. Hosts are immutable
(read-only erofs/verity root over NVMe/TCP, ephemeral overlay), so updates are
**atomic A/B reboots**, never in-place. The released OCI artifact + digest-pinned
manifest + roothash coupling already give the atomic unit and instant rollback;
this item builds the rollout machinery around it.

- **Serve versions side-by-side** (must not overwrite a live rootfs): extend
  `serving/` so SPDK/nvmet exposes each release as its **own subsystem/NQN**
  (`nqn…:rootfs-<ver>`) and nginx serves multiple `fleet-<ver>.efi` (keep
  current + previous). Make the UKI's NQN version-specific so each signed UKI
  connects only its matching namespace (constant discovery DNS name).
- **Version selection at boot**: dnsmasq **cohort tagging** (MAC / vendor class /
  assigned tag) hands each cohort a different option-67 UKI URL. Moving a
  cohort's URL = assigning the release.
- **Control plane + in-image reboot agent**: a baked-in systemd timer polls a
  "desired version" endpoint and reboots **when idle / in a maintenance window**
  (or out-of-band via Redfish/BMC). Stagger + jitter reboots to avoid UKI-fetch
  / NVMe-connect storms.
- **Staged rollout**: canary → waves (10/50/100%) with health gates
  (multi-user reached, NVMe connected, dm-verity mapped, kiosk URL rendered,
  prod: MACsec/802.1X up); auto-halt on threshold.
- **Rollback**: repoint cohort URL to previous UKI + reboot (current+previous
  stay served); security rollback via dbx-revoke / TPM monotonic counter
  (design §6).
- **Drain & retire** an old version only when SPDK/nvmet reports zero connected
  controllers on it.
- **Availability**: run NVMe/TCP target replicas behind distinct discovery
  entries (design §7) — never serve the whole fleet from one unreplicated node,
  especially mid-rollout (N versions + reboot bursts).
- Note: kiosk *content* changes are server-side (the website) and need no fleet
  update — only OS/UKI/rootfs changes require a reboot.