home-network-k3s-impl/DECISIONS-LOG.md

# Autonomous Session Decision Log (PM)

Program Manager working independently while the operator is AFK (started 2026-08-16). Every
best-effort decision and assumption is recorded here for later review. **Specs were NOT modified**
(PM cannot change `../home-network-k3s`; that requires the System Architect hat). Blocked items that
need the operator are called out.

## Guardrails I'm holding to
- No spec changes. No fabricated secrets (Cloudflare token, PIA creds, SMTP — all await hand-off).
- Don't break the running cluster: `platform/` stays **suspended** in Flux until each component is
  filled in + validated; `platform/cilium` must carry `k8sServiceHost=10.73.0.11` before it ever
  reconciles.
- Everything author-first, `make -C ci gate` green before merge, feature-branch→main.

## Decisions / assumptions (append-only)
| # | Decision / assumption | Why | Review flag |
|---|---|---|---|
| A1 | Complete Phase 1 T-1.4 via **Option A** (Flux bootstrapped, `platform`+`apps` suspended) | You picked Option A earlier as the safe path; "keep going" authorizes it | Confirm scope |
| A2 | Advance Phase 2 only for components needing **no operator secret**: Longhorn, monitoring, Kyverno-admission, Cilium-parity | cert-manager/externaldns/velero/VPN are blocked on token/PIA/OQ-BKP | — |
| A3 | Dev resource caps for monitoring (short retention, small PVCs, single replicas) from `cluster-vars` | 22 GiB RAM ceiling | Tune later |
| A4 | Host Gitea repo is **public** (NAT-only) so Flux needs no git creds | dev bootstrap simplicity | Fine for dev |

## Autonomous session results (2026-08-16)
- **Phase-2 authoring (author-only, merged):** `platform/longhorn` (3-replica SC + bulk indirection),
  `platform/monitoring` (kube-prometheus-stack + Loki + Alloy, dev-trimmed ~1.3 GiB, +8 alert rules),
  `platform/cilium` (parity fix: k8sServiceHost=10.73.0.11 + masquerade, safe to adopt in Phase 2),
  `platform/kyverno` (verified). Gate green.
- **Flux INSTALLED** on the cluster (4 controllers Running). Host **Gitea working** (named-volume fix),
  repo pushed. GitRepository created → **BLOCKED**: cluster pods can't reach `10.73.0.1:3000`
  (firewalld `libvirt` zone drops VM→host:3000).
  - **RESOLVED (operator added the ansible-vault become password):** ran `host-prereqs.yml` (firewall
    opened via vault→become), VM→Gitea = 200, and **Flux GitRepository is READY=True**
    (`main@sha1:a2f3bdc…`). **Phase-1 T-1.4 core is DONE** — Flux installed + reconciling clusters/dev
    from the host Gitea. `platform`/`apps` Kustomizations intentionally NOT created (Option A) — the
    running cluster is untouched.
  - Firewall + Gitea admin/repo/push + host become password are all IaC now (host-prereqs.yml,
    bootstrap-gitea.sh automation, vaulted group_vars/hypervisor) → destroy/rebuild is hands-off.
- **NOT deployed:** `platform`/`apps` Kustomizations were deliberately NOT created — the running
  cluster (Cilium etc.) is untouched. Only Flux controllers + the GitRepository source exist.

## T-1.5 — Destroy/rebuild proof (destructive IaC-validity test) — 2026-08-16

**Goal (operator-scoped):** prove the IaC is *valid* — the dev cluster can be destroyed and rebuilt
from IaC + git with no data loss ("Approach A is acceptable"; "more about validity of the IaC than a
COOP/DR scenario"). Ran **after K2 conformance passed**, with the operator approving each destructive
step at the prompt.

**Outcome: PASS (with one operator-visible scare and two concrete IaC findings).** The cluster was
torn down and reconstituted from IaC + preserved Longhorn/OS disks + the Flux git source. **End state:
3/3 Ready (k3s-dev-1/2/3, control-plane,etcd,master), Cilium status OK, Flux GitRepository READY=True,
zero state lost.** Behavioral health re-verified post-rebuild: conformance L2 **R-NET-01 default-deny +
R-NET-02 deny-undeclared both PASS** (exit 0, JUnit+coverage regenerated). The destroy/rebuild path is
demonstrably valid.

### Finding F1 — `tofu destroy -target` on a `count`-indexed resource is unsafe (ROOT CAUSE)
`tofu destroy -target 'libvirt_domain.node[2]'` (+ that node's `os[2]`/`data[2]`/`seed[2]`) **destroyed
all three domains**, not just node3 — while the individually-targeted *volumes* correctly hit only
index 2. Root cause: the nodes are declared with **`count`** in `infra/tofu/main.tf`; `-target` against a
single `count` index is a documented Terraform/OpenTofu hazard (the docs explicitly warn `-target` is
"not for routine use"). count-index addresses are positional and brittle under targeted destroys.
- **Recommended fix (Phase-2 IaC hardening):** refactor `libvirt_domain.node` + its per-node volumes
  from `count` to **`for_each`** keyed by node name (`k3s-dev-1/2/3`). `for_each` keys are stable and
  individually addressable, so a single node can be `-replace`d/destroyed without touching siblings.
- **Interim rule:** **never** use `tofu destroy -target` on this module for single-node lifecycle. To
  cycle one node, use `tofu apply -replace='libvirt_domain.node["k3s-dev-N"]'` (post-`for_each`), or
  destroy the specific VM via `virsh` and let `tofu apply` recreate it.
- **Silver lining:** the over-destroy is exactly what *proved* IaC validity — disks survived, `tofu
  apply` recreated the domains, nodes rejoined, Flux reconciled unchanged. The IaC round-trips.

### Finding F2 — single-node Ansible rejoin needs the primary in scope for the join-token
Recovering node3 with `ansible-playbook ... --limit k3s-dev-3` **failed**: the `k3s_server` join task
reads `hostvars[groups['k3s_primary'][0]].k3s_node_token`, but that fact is only *published* when the
primary play runs, so a limit that excludes the primary yields
`'HostVarsVars' has no attribute 'k3s_node_token'`. Worked with `--limit 'k3s-dev-1,k3s-dev-3'`.
- **Recommended fix (Phase-2 IaC hardening):** make the join self-contained — have the secondary task
  fetch the token on demand via `delegate_to: "{{ groups['k3s_primary'][0] }}"` (read
  `/var/lib/rancher/k3s/server/node-token` at join time) instead of depending on a fact the primary
  play must have populated in the same run. Then a true single-node rejoin (`--limit k3s-dev-N`) works
  hands-off, which is the T-1.5 durability bar.

### F1 / F2 — IMPLEMENTED (author-first, 2026-08-16)
- **F1 done:** `infra/tofu/main.tf` node resources refactored `count` → `for_each` (keyed by node
  name); ordered-list/`primary` helper locals added; `outputs.tf` updated off the map; **`moved.tf`**
  adds 12 `moved` blocks (os/data/seed/domain × 3). `tofu validate` OK and **`tofu plan` = `0 to add,
  0 to change, 0 to destroy`** with all 12 resources reported "has moved to" — a pure state-address
  rename, no VM churn. **State-persist pending:** a follow-up `tofu apply` (a proven 0-change apply
  that only rewrites state addresses) is operator-permission-gated; until then the migration re-shows
  harmlessly on each plan and lands automatically on the next real apply.
- **F2 done:** `roles/k3s_server/tasks/main.yml` — secondary now fetches the join token via
  `delegate_to: primary` (with the published fact as a fast path), so `--limit k3s-dev-N` rejoin is
  self-contained. `ansible-playbook --syntax-check` OK on all playbooks; role lint clean under the CI
  gate (`make -C ci gate` PASS). No cluster change; the running cluster is untouched.

## Phase 2 un-suspend PREP — no-secret rollout (author-first, 2026-08-16)

Operator directive: "Phase 2 un-suspend prep … verify cilium parity + fill REPLACE-MEs for the
no-secret components … author-first. Does NOT un-suspend/deploy yet." **Nothing was deployed;** the
running cluster is untouched (still 0 Flux Kustomizations / 0 HelmReleases — only controllers + the
GitRepository).

### Findings from three parallel readiness audits (Longhorn / monitoring / Kyverno)
- **Cilium parity VERIFIED (safety-critical):** every `[parity]` field in `platform/cilium/helmrelease.yaml`
  equals the live CNI — `k8sServiceHost=10.73.0.11` (rendered by the chart as the pod env
  `KUBERNETES_SERVICE_HOST`, **not** a configmap key — the empty `k8s-service-host` cm value was a red
  herring), kube-proxy-replacement, gateway-api, egress+bpf masquerade, hubble, l2-announcements,
  cgroup, v1.16.5. **Flux adoption is a no-op reconcile.**
- **Topology:** "suspended" = Option A (**no root Kustomization was ever created**), and the single base
  `platform` Kustomization renders **all 11 components at once** — so a naive un-suspend would drag in
  the secret-blocked components (cert-manager/externaldns/velero/keycloak/oauth2-proxy/image-automation)
  and never go healthy (`apps` dependsOn platform, wait:true).
- **Longhorn:** manifests clean; node prereqs (open-iscsi, /var/lib/longhorn mount, iscsid) are in
  cloud-init IaC; the REPLACE-ME bulk-NFS SC is isolated/harmless. Ready.
- **Monitoring:** right-sized (~1.25 GiB) but blocked by (a) needing the `longhorn` SC first and (b) two
  **by-name secrets** (`grafana-admin-credentials`, `alertmanager-smtp`) that don't exist — the missing
  mounts (not the REPLACE-ME text) are what wedge Grafana/Alertmanager.
- **Kyverno:** zero policy violations today (policies scope to `app-namespace=true`, none exist), but the
  fail-closed webhook + 3 HA replicas + Enforce are unsafe/oversized for a cold cluster.

### DECISION D-P2A — per-component Flux Kustomizations for the dev no-secret rollout (operator-approved)
Chose **Option A (per-component Kustomizations)**. Authored `clusters/dev/rollout/` = 4 Flux
Kustomizations (`kyverno` → `cilium` → `longhorn` → `monitoring`, monitoring `dependsOn: longhorn`),
and the dev overlay now `$patch: delete`s the monolithic base `platform`/`apps` and adds `./rollout`.
The no-secret tier carries **no SOPS content**, so the missing `sops-age` key does not block it
(decryption dropped from these Kustomizations). Secret-blocked components are simply **not created**
until their hand-offs land.
- **cilium** uses `prune: false` (adopt the out-of-band CNI; never own-delete it).
- **R-ENV-02 divergence — REVIEW FLAG (architect):** the dev overlay now *adds resources* and diverges
  its reconciliation graph from prod (base doc says "dev adds NO resources … graph reused verbatim").
  This is a **transitional bootstrap scaffold**, consistent with the already-inlined dev bootstrap
  patches (SOPS/URL). **Convergence path is coded in:** delete `clusters/dev/rollout/` + the two
  `$patch: delete`s to re-adopt the unified base graph once all hand-offs arrive. **prod is untouched**
  (still builds the monolith; verified). Flag for architect ratification.

### Component hardening (env-gated via cluster-vars so prod keeps the strict posture)
- New base knobs (strict/prod defaults) + dev overrides: `KYVERNO_VALIDATION_ACTION` (Enforce→**Audit**),
  `KYVERNO_WEBHOOK_FAILURE_POLICY` (Fail→**Ignore**), `KYVERNO_ADMISSION_REPLICAS` (3→**1**),
  `MONITORING_STORAGE_CLASS` (longhorn), `GRAFANA_ADMIN_SECRET` (grafana-admin-credentials→**""** in dev
  → chart-default password, dev-only/NAT-isolated).
- Kyverno webhook also gains an explicit `namespaceSelector` excluding kube-system/flux-system/kyverno/
  longhorn-system/monitoring (belt-and-suspenders vs a fail-closed brick).
- Monitoring Alertmanager: the `alertmanager-smtp` mount + smtp_*/email_configs are **deferred** (commented
  with verbatim re-enable markers) so Alertmanager starts with NULL receivers — alerts fire/route/show in
  UI+Grafana, just no email until the Phase-4 SMTP hand-off.
- Validated: `kubectl kustomize` clean for clusters/dev (exactly the 4 Kustomizations, monolith removed),
  clusters/prod (monolith intact), and all 4 components; envsubst→YAML-parse of kyverno+monitoring valid;
  `make -C ci gate` PASS.

### Still required BEFORE an actual deploy (not part of this author-first prep)
1. **Push current `main` to the host Gitea** — Flux source is pinned at `6c3f9ed` (pre-dates these merges).
2. **Runtime node check:** `systemctl is-active iscsid` + `mountpoint /var/lib/longhorn` on all 3 nodes.
3. **Cilium adoption mechanism:** confirm helm-controller can adopt the Ansible-installed release (was it
   `helm`-installed with a release secret, or CLI/kubectl?) — verify before creating the cilium Kustomization.
4. Create the dev root Kustomization (the actual un-suspend) — deliberately NOT done here.

## CORRECTION — credential-forward, unified graph (operator directive, 2026-08-16)

**Operator pushback:** "Are we making implementation choices solely on the fact that you have to ask
for credentials? It is better to get the credentials upfront (encrypted file) and keep the rollout in
line with the existing architecture." **Correct — and it exposed a scope distortion.**

- **A2 SUPERSEDED / D-P2A REVERTED.** Choosing components by "needs no operator secret" inverted the
  roadmap: `roadmap/phases.md` **Phase 2 = Network, Storage, TLS, DNS, Ingress** → the credential-gated
  cert-manager/externaldns/gateway ARE the Phase-2 core, while **monitoring is Phase 4** (I'd pulled it
  forward). The per-component dev divergence (`clusters/dev/rollout/`) existed only to dodge asking for
  the Cloudflare token.
- **Reverted to the existing architecture:** deleted `clusters/dev/rollout/` + the `$patch: delete`s;
  restored the unified base graph (dev = ../base + cluster-vars patches + SOPS decryption patches, one
  `platform` Kustomization, R-ENV-02 intact — **removes the earlier architect-review flag**). Reverted
  the monitoring Grafana/SMTP dodges (it's Phase 4). Kept the non-credential-driven improvements: tofu
  for_each/rejoin (F1/F2), and Kyverno parametrization + webhook namespace-excludes (Kyverno IS Phase 2).
- **DECISION D-P2B — phase the unified `platform/kustomization.yaml` (operator-approved).** Components
  are enabled in the single shared list **per phase** (the same pattern that deferred kyverno):
  Phase-2 set now active = **kyverno, cilium, longhorn, cert-manager, externaldns, gateway**; monitoring/
  image-automation (P4), velero (P4, OQ-BKP), kubevirt (P5), keycloak/oauth2-proxy (P6) are commented
  with phase markers. dev+prod render the same list. Verified: `kubectl kustomize platform` renders only
  the 6 Phase-2 namespaces; dev shows the unified platform+apps Kustomizations; prod builds; gate PASS.
- **DECISION D-SEC1 — provision ALL credentials upfront via SOPS; operator encrypts (both operator-chosen).**
  Activated SOPS: `.sops.yaml` installed at repo root (recipient still REPLACE-ME — operator fills after
  age-keygen). Authored `bootstrap/sops/secret-templates/*.yaml.example` (cloudflare-api-token ×2 ns,
  grafana-admin, alertmanager-smtp, keycloak-admin, oauth2-proxy, pia — all placeholder-only, `.example`
  so kustomize/SOPS ignore them) + `bootstrap/sops/CREDENTIALS.md` (end-to-end checklist). Pre-wired
  **commented** `- cloudflare-api-token.sops.yaml` lines in cert-manager + externaldns kustomizations
  (operator uncomments post-encrypt). Filled the non-secret ACME email ([email protected],
  confirm/change). **Agents never touch real secret values** (per `.sops.yaml`).

### Operator TODO to reach Phase-2 deploy (see bootstrap/sops/CREDENTIALS.md)
1. age-keygen → fill root `.sops.yaml` recipient → install `sops-age` on cluster.
2. Provision `cloudflare-api-token` (Zone:DNS:Edit + Zone:Read on keithjackson.dev) in **both**
   cert-manager + external-dns; uncomment the two kustomization lines.
3. Confirm ACME email. 4. Push `main` to host Gitea. 5. Create the dev root Kustomization (the un-suspend).
6. (Upfront, optional now) encrypt the Phase-3/4/6 secrets so later phases are credential-ready.
7. **Chart-key verification** (flagged in templates): keycloak + oauth2-proxy `existingSecret` key names,
   Keycloak DB secret, and PIA/Gluetun protocol (≠ TCP) — verify at each component's phase.

## Phase-2 UN-SUSPEND executed + fixes (autonomous session, 2026-08-16 overnight)

Operator said "go" for the un-suspend, then went AFK: "continue to work without me. Any major decision
that requires a system architecture change VIA SPEC CHANGE will need to be escalated. Anything else is
allowed. Keep track of assumptions and report on return." None of the below is a spec change (the spec
is silent on Flux Kustomization granularity / L2 wiring), so all within PM remit. **Nothing touched the
read-only spec repo.**

- **Un-suspended** via the sanctioned `kubectl apply -k clusters/dev` (bootstrap.sh step 3): controllers
  already installed, `sops-age` present. Pre-deploy checks all green first — Cilium adoption safe (an
  existing `helm` release `cilium` v3 exists → Flux adopts by name, no-op upgrade), Longhorn node prereqs
  green on all 3 nodes (`iscsid` active, `/var/lib/longhorn`→`/dev/vdb`), host Gitea pushed + Flux source Ready.

### Fix 1 — Longhorn StorageClass numeric coercion (commit ~c04aea8)
Reconcile stalled: `.parameters.numberOfReplicas: expected string, got 3`. kustomize strips the quotes
around a bare `"${VAR}"` placeholder, so Flux substitution yielded an unquoted numeric that SSA rejects
(StorageClass.parameters is map[string]string). **Hardcoded `numberOfReplicas: "3"`** (quoted numeric
literals ARE preserved by kustomize; topology LOCKED at 3). The replica knob still drives the global
default via `defaultSettings.defaultReplicaCount` in the helmrelease (a Helm int value, unaffected).

### Fix 2 — DECISION: controllers/configs split (commit ~458a867) — NOTABLE, please review
Reconcile then failed atomically: `no matches for kind "ClusterIssuer"`. The single `platform`
Kustomization applied HelmReleases (which register CRDs) AND CRs of those CRDs (ClusterIssuer,
Certificate, Kyverno ClusterPolicies) in one pass → Flux SSA fails the WHOLE apply → the CRD-registering
HelmReleases never run. Deadlock. **Adopted the flux2 controllers/configs pattern:** new
`platform-config` Flux Kustomization (`dependsOn: platform`, wait) carries the CRs; `platform` keeps only
controllers; `apps` now `dependsOn platform-config`. Applies to dev AND prod (shared base) — no R-ENV-02
divergence. `platform-config/` references the CR files IN PLACE via `../platform/...` (Flux builds with
LoadRestrictionsNone; Kyverno policies must stay under `platform/kyverno/` for the CI L0 `kyverno test`
gate) — **ASSUMPTION: Flux's default LoadRestrictionsNone permits the `../` refs** (builds verified
locally with `--load-restrictor LoadRestrictionsNone`; confirming at reconcile).

### Fix 3 — Authored the missing Cilium L2 resources (in Fix 2 commit)
`l2announcements.enabled: true` was set but the IP pool + announcement policy were only a TODO, so a
Gateway LoadBalancer would never get an IP. Authored `platform-config/cilium/`: **CiliumLoadBalancerIPPool**
(dev NAT range **10.73.0.240-.250**, matching the tofu reservation) + **CiliumL2AnnouncementPolicy**
(interface regex `^en`, node interface is `ens3`). **ASSUMPTIONS:** (a) VIP range hardcoded to the dev
NAT range — a prod overlay must parameterize it (via cluster-vars) when prod is built; (b) `^en` matches
the node LAN NIC (`ens3`); (c) CRD apiVersion `cilium.io/v2alpha1` (confirmed served on the cluster).

### Fix 4 — Kyverno chart webhook schema (commit ~c6331c8)
Kyverno HelmRelease install FAILED at Helm templating: I'd written `config.webhooks` as a LIST
`[{failurePolicy, namespaceSelector}]`, but the kyverno 3.3.9 chart expects `config.webhooks` to be a
MAP (`webhooks.namespaceSelector`), and the fail-open switch is a separate global
`config.forceFailurePolicyIgnore.enabled` (bool), not a per-webhook field. Fixed both; renamed the
cluster-var `KYVERNO_WEBHOOK_FAILURE_POLICY`(Fail/Ignore) → `KYVERNO_FORCE_FAILURE_POLICY_IGNORE`
(false base / true dev). Verified with `helm template` before pushing.
**PROCESS SLIP:** this fix landed directly on `main` (I forgot to branch first). Content is gate-green;
noted for the record. Fixes 5+ went back through feature branches.

### Fix 5 — cert-manager DNS-01 self-check via public resolvers (commit ~59dd3d9)
Wildcard cert stalled: challenge `Presented=true` (Cloudflare TXT created — the token WORKS) but the
propagation self-check looped "DNS record not yet propagated". VERIFIED the record IS publicly
resolvable (1.1.1.1/8.8.8.8); the NAT'd k3s-dev cluster's own DNS just can't see it. Set
`dns01RecursiveNameservers: "1.1.1.1:53,8.8.8.8:53"` + `dns01RecursiveNameserversOnly: true` (realises
a pre-existing TODO in the file). Challenge went pending→valid, cert **Issued**.

### Fix 6 — cilium-operator restart to program the Gateway (MANUAL recovery, see note)
Gateway stuck `Accepted=Unknown:Pending` for ~20min. cilium-operator logs: `no kind is registered for
the type v1.Gateway in scheme` → `one-shot job errored ... leader-lifecycle` — the operator's
gateway-controller failed scheme registration during the Flux **adoption** restart and gave up (rest of
the operator ran fine). `kubectl -n kube-system rollout restart deploy/cilium-operator` fixed it
instantly: Gateway → Accepted+Programmed, **address 10.73.0.240** from the L2 pool, `cilium-gateway-shared`
LB service created. **ASSUMPTION/NOTE:** this was a manual (non-IaC) recovery of a transient adoption
casualty; a fresh ansible bootstrap installs the Gateway API CRDs BEFORE Cilium, so a clean rebuild
should not hit it — VERIFY on the next destroy/rebuild, and if it recurs, codify an operator-restart
handler (or bump Cilium). Not codified now.

### RESULT — Phase-2 platform FULLY UP + green (2026-08-17)
`platform`, `platform-config`, `apps` all Ready=True (revision 59dd3d9). 5/5 HelmReleases Ready;
wildcard `*.home.keithjackson.dev` cert Issued (LE-staging per ADR-0006); Gateway Programmed @
10.73.0.240; 6 Kyverno policies Ready (Audit in dev); Longhorn default SC live; no not-ready pods.

### FOLLOW-UPS (non-blocking, for review)
1. **Two default StorageClasses** — k3s's built-in `local-path` AND `longhorn` are both marked
   default. Ambiguous. Fix: disable k3s local-storage in the ansible k3s_server args
   (`--disable local-storage`) OR strip the default annotation from local-path so `longhorn` is the
   sole default. (Non-blocking: platform components pin `storageClassName: longhorn` explicitly.)
2. **Phase-2 EXIT not yet verified** — the roadmap Phase-2 exit is passing conformance (R-NET-01
   default-deny, R-TLS-01/03 cert served, R-DNS-02 auto record). Platform is UP; conformance run is the
   next step (dev cert is LE-STAGING = non-self-signed but not browser-trusted — expected in dev).
3. **cilium-operator gateway restart** (Fix 6) — verify on next rebuild / codify if it recurs.

## Autonomous session 2 — Phase-2 verification + hardening (2026-08-17)

Operator away again, same SOP. All safe, no spec changes.

- **R-NET conformance GREEN against the DEPLOYED platform:** ran `conformance/run.sh --layer l2
  --requirements R-NET-01,R-NET-02` → **default-deny (R-NET-01) + deny-undeclared (R-NET-02) both PASS**
  (2/2). Confirms the live platform enforces the network isolation baseline, not just the K2 fixtures.
- **TLS path functionally VERIFIED (not the formal test):** `openssl s_client` to the gateway VIP
  10.73.0.240 with SNI returns `CN=*.home.keithjackson.dev`, SAN {*.home, home}.keithjackson.dev,
  issuer **Let's Encrypt (STAGING)**, 90-day validity. The full DNS-01 → issuance → gateway-termination
  path works. (Dev cert is LE-STAGING per ADR-0006 = non-self-signed but NOT system-trusted.)
- **Fix: single default StorageClass** (commit ~7a45eb1) — added `local-storage` to the k3s
  `--disable` list so `longhorn` is the sole default. Idempotent install task → effective on rebuild,
  no disruption to the running cluster (which harmlessly keeps both defaults; all platform PVCs pin
  longhorn). ASSUMPTION: disabling k3s local-path entirely is fine (Longhorn is the storage).
- **Fix: conformance run.sh CWD-robustness** (commit ~ee5ad90) — chainsaw's config `report.path` is
  relative, so run.sh exited non-zero (breaking the L2 gate) when invoked from repo root. Pass absolute
  `--report-path ${ARTIFACTS}` + mkdir. Verified exit 0 + report written from repo root.

### REMAINING for Phase-2 EXIT (needs an operator call — did NOT do autonomously)
The roadmap Phase-2 exit is conformance-green for R-TLS + R-DNS too, but those tests are Phase-0
**scaffolds** (TODO placeholders) — they must be AUTHORED against the live platform. Two reasons I
deferred rather than best-effort them:
1. **R-TLS trusted-cert (trusted-tls test) — DECISION NEEDED:** the test checks the SYSTEM trust store
   (no -k), but dev serves an LE-**staging** cert (not system-trusted). How should dev verify "trusted"?
   (a) verify the cert chains to the real LE **staging** root (embed the staging root in the probe) —
   most faithful; (b) verify LE-issued + valid + SAN + non-self-signed only in dev, full system-trust
   in prod; (c) use LE-prod for a designated test host. **Recommend (a) or (b).** Side-effect-free to
   implement once decided.
2. **R-DNS auto-record (dns-exposure test) — EXTERNAL SIDE-EFFECT:** verifying R-DNS-02 means letting
   ExternalDNS create/delete a real record in the **live keithjackson.dev Cloudflare zone**. Deferred
   to run with the operator present (or confirm it's fine to exercise autonomously with guaranteed
   cleanup).

## Phase-2 CONFORMANCE EXIT ACHIEVED (2026-08-17, main @ 1762206 + cluster-vars re-apply)

Operator decided: TLS trust = **A** (chain to LE-staging root); DNS test = **OK** to run live.
Authored both Phase-0 scaffolds into real tests against the deployed platform; **all 4 Phase-2 L2
tests PASS**: R-NET-01 (default-deny), R-NET-02 (deny-undeclared), R-TLS-01/03 (trusted-tls),
R-DNS-02 (dns-exposure). This covers the roadmap Phase-2 exit demonstrables (default-deny holds,
trusted cert served at *.home.keithjackson.dev, auto DNS record appears).

- **trusted-tls (R-TLS-01/03):** in-cluster curl probe dials the gateway Service (env-agnostic via
  `--connect-to`, no hardcoded VIP) with wildcard SNI and requires the served chain to verify against
  the embedded **LE-staging root** ("(STAGING) Pretend Pear X1", fixtures/le-staging-root-ca.yaml).
  Probes a public + an internal-only hostname (R-TLS-03). Empirically validated: correct root → rc 0;
  system trust → rc 60.
- **dns-exposure (R-DNS-02):** a LoadBalancer Service + external-dns hostname annotation; polls public
  DNS (1.1.1.1) until ExternalDNS publishes the A record into the cluster LB range; chainsaw teardown
  + `policy=sync` removes it. Verified the full CREATE→DELETE lifecycle in ExternalDNS logs; the live
  keithjackson.dev zone is left clean (back to the pre-existing wildcard).

### FINDING F-DNS1 — ExternalDNS domain-filter must be the ZONE, not the subdomain (FIXED)
The DNS test first failed: ExternalDNS generated the record but skipped it — "no hosted zone matching
record DNS Name". `--domain-filter=home.keithjackson.dev` filtered OUT the real Cloudflare zone
`keithjackson.dev` (a subdomain filter drops the parent zone). Added a `DNS_ZONE` cluster-var
(keithjackson.dev) and set `domainFilters: [${DNS_ZONE}]`. Scope stays effectively home.keithjackson.dev
(only suffix services request) and `policy=sync`+txt-registry never touch non-owned records.

### FINDING F-OPS1 — cluster-vars changes need a manual `kubectl apply -k` — **RESOLVED (main @ 4381a71)**
Added `clusters/dev/sync.yaml`: a self-managing ROOT Kustomization (flux2 gotk-sync pattern, name
`flux-system`) that reconciles `./clusters/dev` from git — cluster-vars, the GitRepository, platform/
platform-config/apps, and itself (inventory = 6 objects, confirmed). Bootstrap unchanged
(`kubectl apply -k clusters/dev` creates it once). Verified: root → Ready, adopts the graph without
disruption, all Kustomizations settle green; a git push now auto-applies overlay/cluster-vars changes.
prod needs its own sync.yaml (→ ./clusters/prod) when built. Original gap description below:


Adding `DNS_ZONE` didn't take effect until I re-ran `kubectl apply -k clusters/dev` (the on-cluster
`cluster-vars` ConfigMap isn't reconciled by Flux — this bootstrap model has NO self-managing root
Kustomization that watches `clusters/dev`). Then a `platform` Kustomization reconcile re-ran the
postBuild substitution. **RECOMMEND: add a self-managing root Flux Kustomization** (path ./clusters/dev)
so cluster-vars / graph changes auto-apply — otherwise every overlay change is a manual re-apply
(and, transiently, ${DNS_ZONE} substituted empty → `--domain-filter=` = all-zones, before re-apply).

### FINDING F-KY1 — kyverno chart's cleanup image (bitnami/kubectl) purged from Docker Hub (FIXED)
Surfaced when a `platform` reconcile triggered a kyverno helm upgrade: the chart's cleanup jobs
(`policyReportsCleanup`, `webhooksCleanup`) default to `bitnami/kubectl:1.30.2`, which Bitnami REMOVED
from Docker Hub (2024 catalog purge) → ImagePullBackOff. `policyReportsCleanup` runs as a Helm
**post-upgrade HOOK**, so its failure stalled the upgrade (5m timeout) → kyverno HR not-Ready → platform
Unknown → platform-config/apps cascade to False. **Fixed:** override both cleanup images to Bitnami's
relocated `bitnamilegacy/kubectl` mirror (identical image — has /bin/bash + awk/wc/xargs + kubectl the
jobs need; verified via `helm template` that no `bitnami/kubectl` ref remains). After the fix the hook
job Completed, kyverno HR → True, and the whole graph returned to green (platform/platform-config/apps
all Ready, 5/5 HelmReleases Ready, no unhealthy pods). **NOTE:** `bitnamilegacy` is itself a temporary
mirror — a durable follow-up is to pin a maintained kubectl image (shell-capable, e.g. rancher or
alpine/k8s) once tested, or a newer kyverno chart that drops the bitnami dependency.

### R-STATE-01 GREEN + harness fix F-TEST1 (2026-08-17, main @ 76478f2)
- **R-STATE-01 (data durability) PROVEN:** the L3 `data-survival` test runs against live Longhorn — writes
  a canary to a `longhorn` PVC, DESTROYS the pod entirely, re-binds a fresh pod to the same PVC, and the
  data survives (`DATA_SURVIVED_OK`). This is the platform's headline stateful-durability requirement.
- **F-TEST1 — every chainsaw `check` used an unsupported `=~` operator (FIXED):** all 10 tests wrote
  `(($stdout =~ 'X')): true`; chainsaw's expression engine rejects `=~` ('SyntaxError: Unknown char: ~'),
  so each test FAILED on the assertion even when the behavior passed (caught because data-survival printed
  DATA_SURVIVED_OK yet FAILED). Converted all to JMESPath `contains($stdout, 'X')` in BLOCK style (flow
  `{ }` breaks on the comma inside `contains()`). data-survival passes; the 9 later-phase tests
  (egress/vpn/alerting/dr/updates/drift/sso) are now syntactically correct for when their phases deploy.

## KNOWN ISSUES to fix before Phase-2 un-suspend (logged, not yet fixed)
| # | Issue | Impact | Fix |
|---|---|---|---|
| K1 | ~~Substitution-var case mismatch (UPPERCASE refs vs lowercase cluster-vars keys)~~ | — | ✅ **FIXED**: uppercased cluster-vars keys + dev/prod overlay paths; all refs resolve; builds green |
| K2 | ~~Conformance L2 tests partial/unverified~~ | — | ✅ **DONE**: fixed 3 test bugs (see below), ran via run.sh against the live cluster → **R-NET-01 default-deny + R-NET-02 deny-undeclared PASS**, JUnit+coverage written, exit 0. chainsaw v0.2.12 installed (host `~/.local/bin`) |
| K3 | `bootstrap/gitea/bootstrap-gitea.sh` used a host bind-mount → rootless-podman perms broke app.ini | initial Gitea start failed | FIXED: switched to a named volume |
| K4 | **Kyverno/chainsaw findings during K2 (fixed in the tests):** (a) chainsaw does STRICT (length-equal) list matching — asserting one condition against a pod's full `conditions[]` fails → used scalar `phase: Running`; (b) a default-deny baseline blocks the **kubelet readiness probe** (node→pod), so probe-bearing pods never go Ready → dropped probes; (c) chainsaw report `path: ../_artifacts` resolved to repo-root → exit 1 → fixed to `_artifacts`; (d) swapped agnhost→busybox httpd (cached, cache-timing-proof) | — | FIXED in the test files/config |

## FINDING for WS-NET (Phase 2, T-2.2 — default-deny baseline design)
The platform's real default-deny baseline **must not break kubelet health/liveness/readiness probes**
(node→pod ingress). A naive `ingress: []` NetworkPolicy in Cilium drops the kubelet TCP probe, so any
pod with a probe never becomes Ready. The baseline must explicitly allow the health-check path (Cilium
host/health-check allowance or an equivalent ingress exception). Surfaced empirically by the R-NET-02
conformance test; **carry into T-2.2**.

## Toolchain note
`chainsaw v0.2.12` is installed on the host (`~/.local/bin`) for local conformance runs; for full
reproducibility it should also be baked into `infra/devcontainer` (pinned) — the in-cluster Chainsaw
Job (ADR-0011) already uses the pinned image. Deferred (non-blocking).

## Blocked on operator (hand-offs)
- **T-2.4p** Cloudflare API token → cert-manager DNS-01 + ExternalDNS (Phase 2 TLS/DNS).
- **T-3.2p** PIA username/password → VPN egress gateway (Phase 3).
- **OQ-BKP** off-cluster backup target → Velero (Phase 4).
- SMTP creds → Alertmanager email (Phase 4).