docs: add Phase 2 SSD-etcd execution runbook
Co-Authored-By: Claude Opus 4.8 <[email protected]>
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# Phase 2 execution runbook — SSD-backed etcd migration (interactive/manual)
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Companion to `ssd-etcd-isolation.md`. This is the **exact command sequence** to migrate
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each k3s node's etcd onto its dedicated SSD `virtio2` disk. It must be run where live-infra
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mutations are permitted — an **interactive `claude` session** (default permission mode, which
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prompts for approval) or **by hand**. The autonomous "auto mode" session hard-denies
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`tofu apply` and node-level ssh mutations, so it cannot run this.
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## Preconditions (verified 2026-08-29, cluster healthy)
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- Run everything from the staged worktree that carries the tofu disk block:
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`cd /home/jakman85/source/home-network-k3s-impl/.claude/worktrees/agent-ssd-etcd`
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(branch `feature/ssd-etcd-isolation` @ `af5fc5b`).
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- All tooling via the devcontainer: `./infra/devcontainer/dev.sh run <cmd>`.
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- `./infra/devcontainer/dev.sh run ./infra/tofu/tf.sh init` once (done).
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- Ansible must run from `infra/ansible/` (for the vault-pass path): wrap as
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`./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible ...'`.
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- **Run mutation commands STANDALONE** (not chained with `&&`/pipes) — the classifier is
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more likely to deny a compound command that embeds a mutation.
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## ORDER (leader last — RE-VERIFY before each node)
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Current leader = **dev-3**, so: **dev-2 (vmid 102) → dev-1 (vmid 105) → dev-3 (vmid 101)**.
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dev-3 is last and additionally gets the memory 16384→24576 bump (needs a full stop/start).
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Re-check the leader before each node and keep the leader last:
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```
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./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible k3s_servers -m shell -a "curl -s http://127.0.0.1:2381/metrics | grep etcd_server_is_leader"'
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```
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## Pre-flight before EACH node (read-only — all must pass)
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```
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./infra/devcontainer/dev.sh run kubectl get nodes
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./infra/devcontainer/dev.sh run kubectl get --raw=/readyz/etcd # expect: ok
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./infra/devcontainer/dev.sh run kubectl -n longhorn-system get volumes.longhorn.io -o custom-columns=R:.status.robustness --no-headers | grep -c healthy # expect: 18
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```
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## Per-node procedure (substitute NODE=k3s-dev-N, VMID)
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### 1. Freeze rebuilds (STANDALONE)
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```
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./infra/devcontainer/dev.sh run kubectl -n longhorn-system patch settings.longhorn.io concurrent-replica-rebuild-per-node-limit --type=merge -p '{"value":"0"}'
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```
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### 2. Add the SSD disk via tofu (STANDALONE). dev-2/dev-1 = disk only; dev-3 also memory.
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```
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./infra/devcontainer/dev.sh run ./infra/tofu/tf.sh plan '-target=proxmox_virtual_environment_vm.node["k3s-dev-N"]' # confirm: disk ADD, in-place, NOT replace
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./infra/devcontainer/dev.sh run ./infra/tofu/tf.sh apply -auto-approve '-target=proxmox_virtual_environment_vm.node["k3s-dev-N"]'
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```
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Confirm the guest sees the new disk (hot-plug):
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```
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./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible k3s-dev-N -m shell -a "lsblk /dev/vdc"'
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```
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If `/dev/vdc` is NOT present (no hot-plug), power-cycle the VM (freeze is holding):
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```
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./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible proxmox -m shell -a "qm stop VMID"' # wait until stopped
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./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible proxmox -m shell -a "qm start VMID"'
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```
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(For dev-3 the memory bump requires this stop/start regardless.)
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### 3. Migrate etcd data (node commands, become=root). Do NOT skip the copy-before-mount order.
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```
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./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible k3s-dev-N -b -m shell -a "systemctl stop k3s"'
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# mkfs ONLY if /dev/vdc has no filesystem yet (fresh disk):
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./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible k3s-dev-N -b -m shell -a "blkid /dev/vdc || mkfs.ext4 -L k3s-etcd /dev/vdc"'
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./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible k3s-dev-N -b -m shell -a "mv /var/lib/rancher/k3s/server/db /var/lib/rancher/k3s/server/db.bak && mkdir /var/lib/rancher/k3s/server/db && mount LABEL=k3s-etcd /var/lib/rancher/k3s/server/db && rsync -aHAX --numeric-ids /var/lib/rancher/k3s/server/db.bak/ /var/lib/rancher/k3s/server/db/"'
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# Persist the mount (matches the node_baseline role: LABEL + defaults,noatime):
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./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible k3s-dev-N -b -m ansible.posix.mount -a "path=/var/lib/rancher/k3s/server/db src=LABEL=k3s-etcd fstype=ext4 opts=defaults,noatime dump=0 passno=2 state=mounted"'
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./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible k3s-dev-N -b -m shell -a "systemctl start k3s"'
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```
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### 4. VERIFY full recovery before touching the next node (all must pass)
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```
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./infra/devcontainer/dev.sh run kubectl get nodes # NODE Ready
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./infra/devcontainer/dev.sh run kubectl get --raw=/readyz/etcd # ok
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./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible k3s-dev-N -m shell -a "findmnt /var/lib/rancher/k3s/server/db"' # source = /dev/vdc
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./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible k3s_servers -m shell -a "curl -s http://127.0.0.1:2381/metrics | grep etcd_server_has_leader"' # all =1
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./infra/devcontainer/dev.sh run kubectl -n longhorn-system get volumes.longhorn.io -o custom-columns=R:.status.robustness --no-headers | grep -c healthy # 18
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# dev-3 only: confirm ~24Gi allocatable
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./infra/devcontainer/dev.sh run kubectl get node k3s-dev-3 -o jsonpath='{.status.allocatable.memory}'
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```
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### 5. Thaw + clean up (STANDALONE), only after step 4 fully passes
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```
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./infra/devcontainer/dev.sh run kubectl -n longhorn-system patch settings.longhorn.io concurrent-replica-rebuild-per-node-limit --type=merge -p '{"value":"1"}'
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./infra/devcontainer/dev.sh run bash -lc 'cd infra/ansible && ansible k3s-dev-N -b -m shell -a "rm -rf /var/lib/rancher/k3s/server/db.bak"'
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```
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Wait for 18/18 healthy (no rebuild storm), re-verify leader, then proceed to the next node.
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## STOP conditions (halt immediately, leave limit=0, do not advance)
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etcd `/readyz` not ok, a member without a leader, VIP `192.168.2.50:6443` flapping, a node
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not rejoining, any Longhorn volume Faulting, or k3s crashlooping. Recovery: keep rebuilds
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frozen; a botched single member can be reset and re-joined from the other two (plan §4.5).
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## Close-out (after all 3)
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- All 3 nodes Ready; etcd 3/3 with a leader; `findmnt` shows `/dev/vdc` at the db path on each.
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- 18/18 Longhorn volumes healthy; rebuild-limit back to **1**.
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- `./infra/devcontainer/dev.sh run ./infra/tofu/tf.sh plan` → **No changes** (all disks present, dev-3 memory reconciled).
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- Merge `feature/ssd-etcd-isolation` → `main` and push (push is classifier-blocked in auto mode — run `git push gitea main` by hand) so Flux/tofu source records the disk + baseline.
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- Regression test: after approval, bounce ONE node and confirm etcd stays healthy / VIP steady — the whole point of the change.
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