feat: remaining phases — actuator provisioning, transition checks, cleanup

Phase 2: Actuator provisioning - ProvisionLXC: pct create, start, package install, mounts, health check - ProvisionVM: qm create, status check via SSH - sshExecSimple helper for lightweight SSH command execution - resolveHost helper for entity attribute lookups Phase 5: Transition check enforcement - TransitionChecks map with 8 named checks: age-key-enrolled, mesh-joined, health-check-answering, no-inbound-edges, secrets-revoked, backups-verified, ingress-dns-removed, doc-page-complete - All checks accept pool + entity attrs for validation at transition time Phase 6: Cleanup - tools/setup-caveman.sh — npm install + wrapper + templates - tools/setup-hermes-soul.sh — SOUL.md provisioning - CLIENTS.md updated for thin client model (no git clone, API-based) - Old git-sync references replaced with context poller All tests pass, go vet clean.
2026-07-08 00:40:53 +02:00
parent cfce35bee0
commit 84ecb6b895
5 changed files with 530 additions and 159 deletions
--- a/CLIENTS.md
+++ b/CLIENTS.md
@@ -30,33 +30,52 @@ approval.

 ## Enrollment

-Enrolled clients have a checkout at `/opt/homelab-context/`. If this
-directory does not exist, the client is not enrolled.
+Thin client model — no git clone, no sync timer. `bootstrap.sh` fetches only
+the agent orientation files and tooling from the raw Gitea URL, then enrolls
+via the Oikos API.

 To enroll:
 ```bash
-# Run from an existing enrolled client
-homelab client add <hostname>
+# Run from any machine with mesh connectivity
+curl -fsSL https://git.hubris.network/dtoro/Homelab-Docs/raw/main/bootstrap.sh | sudo bash
+
+# Or with optional tooling:
+curl ... | sudo bash -s -- --with-mcp      # wire Claude's MCP config
+curl ... | sudo bash -s -- --with-hermes   # install Goose + Hermes
 ```

-This runs `bootstrap.sh` on the target, which:
-1. Clones the repo to `/opt/homelab-context/`
-2. Configures the auto-sync timer
-3. Provisions agent persona from `hermes/SOUL.md` (on Hermes agents)
-4. Installs Caveman tooling for terse communication
+This calls `POST /api/v1/clients/enroll` on the Oikos API, which:
+1. Validates the entity exists in DB (planned or provisioning state)
+2. Validates mesh IP against expected subnets
+3. Generates an age keypair and delivers it to the client
+4. Creates an Infisical machine identity
+5. Transitions the entity to provisioning state

 ## After enrollment

 ### What changes on your machine

- `/opt/homelab-context/` — the repo checkout, your source of truth
- `/opt/homelab-context/inventory.yaml` — read this first: your hostname, role,
-  peers, mounts, services
- `/opt/homelab-context/seeds/policy.yaml` — rules for what actions you can
-  take autonomously vs. what requires operator approval
- Auto-sync timer — pulls the repo every 5 minutes
- `~/.hermes/SOUL.md` — agent persona (on Hermes agents)
- `~/bin/caveman_wrapper.sh` — terse communication tooling
+- `/opt/homelab/` — agent orientation files (CLIENTS.md, AGENTS.md, OIKOS.md)
+- `/opt/homelab/tools/` — tooling scripts (caveman, hermes-soul)
+- `/etc/age/key.txt` — age private key for SOPS decryption (fallback)
+- `/etc/infisical/identity` — Infisical machine identity (primary secrets)
+- Context poller — launchd/systemd timer hits `GET /api/v1/clients/{slug}/context` every 5 minutes for agent file updates
+
+### What's NOT on your machine
+
+- No git clone of the full repo
+- No `git pull` sync timer
+- No `bin/homelab` CLI (replaced by MCP tools + API)
+- No `.sops.yaml` or SOPS-encrypted backups (served via API context endpoint on demand)
+
+### Thin client vs control plane
+
+| | Thin client (workstation) | Control plane (mac-mini) |
+|---|---|---|
+| Disk footprint | ~100KB (orientation files + tools) | Full repo clone (~50MB) |
+| Update mechanism | `GET /context?since=` poll | Git pull + post-pull.sh |
+| Source of truth | DB via MCP | DB + local seeds + archive |
+| Secrets access | Infisical (primary), age/SOPS served via API (fallback) | Infisical + local SOPS files |

 ### Your identity

@@ -69,33 +88,36 @@ mesh address.

 1. **Postgres database** (runtime) — authoritative for entities, knowledge,
   signals, ledger. Query via MCP or REST API.
-2. **Repo at `/opt/homelab-context/`** — bootstrap seeds + documentation.
-   On disk, available offline.
+2. **Context poller** — agent files and tooling fetched via API deltas every
+   5 minutes.
 3. **Never guess.** If data is missing, query MCP. If MCP is down, grep the
-   clone.
+   local `/opt/homelab/` files.

-## The sync timer
+## The context poller

-Every 5 minutes, `systemd` (Linux) or `launchd` (macOS) runs:
+Every 5 minutes, launchd (macOS) or systemd (Linux) hits:

-1. `git pull` via `tools/post-pull.sh`
-2. Any `tools/*.setup.sh` scripts that need to run
+```
+GET /api/v1/clients/ws:{hostname}/context?since={last_timestamp}
+```

-This keeps your checkout current and applies tooling updates automatically.
-To trigger sync manually: `sudo homelab sync`.
+The API returns which agent files, tools, and SOPS config changed since the
+last poll. Only changed files are downloaded. This replaces the old
+`git pull` with a lightweight HTTP delta.
+
+To trigger manually: run `/opt/homelab/tools/context-poller.sh`.

 ## Making changes

- **Read state**: use MCP tools or the repo checkout
+- **Read state**: use MCP tools or the API
 - **Mutate state** (restart, edit config, deploy): classify the action against
-  `seeds/policy.yaml`:
+  policy (query `preflight` MCP tool):
  - `read_only` / `reversible_low` — execute directly
-  - `config_mutation` / `destructive` — request operator approval via the
-    `homelab` CLI
+  - `config_mutation` / `destructive` — request operator approval via
+    `POST /api/v1/entities/{slug}/activate` (or equivalent lifecycle endpoint)
 - **Secrets**: use Infisical (primary) or SOPS (fallback). Never hardcode.
 - **Knowledge**: if you observe a discrepancy between docs and live state,
-  update the DB via the API in the same session. Run `oikos export` to
-  regenerate seeds.
+  update the DB via the API in the same session.

 ## MCP endpoint

--- a/internal/actuator/actuator.go
+++ b/internal/actuator/actuator.go
@@ -6,7 +6,10 @@ package actuator
 import (
 	"context"
 	"encoding/json"
+	"fmt"
 	"log/slog"
+	"os"
+	"strings"
 	"sync"
 	"time"

@@ -14,6 +17,7 @@ import (
 	"github.com/dtoro/oikos/internal/db"
 	"github.com/dtoro/oikos/internal/db/sqlcgen"
 	"github.com/google/uuid"
+	"golang.org/x/crypto/ssh"
 )

 // Run starts the actuator loop. Blocks until ctx is cancelled.
@@ -196,3 +200,306 @@ func (cb *circuitBreaker) recordFailure(target string) {
 		slog.Warn("actuator: circuit opened", "target", target, "cooldown_s", cb.cooldownS)
 	}
 }
+
+// ─── Provisioning ─────────────────────────────────────────────────────
+
+// ProvisionLXC creates and configures an LXC container on a Proxmox host.
+// stepCallback is called after each provisioning step completes with
+// (stepName, status, err) so the caller can update provisioning_steps.
+func ProvisionLXC(ctx context.Context, pool *db.Pool, entityID uuid.UUID, attrs map[string]any, stepCallback func(string, string, error)) error {
+	hostSlug, _ := attrs["host"].(string)
+	if hostSlug == "" {
+		return fmt.Errorf("missing host attribute")
+	}
+
+	host, user, err := resolveHost(ctx, pool, hostSlug)
+	if err != nil {
+		return fmt.Errorf("resolve host %q: %w", hostSlug, err)
+	}
+
+	vmid, _ := attrs["vmid"].(float64)
+	if vmid == 0 {
+		return fmt.Errorf("missing vmid attribute")
+	}
+	vmIDInt := int(vmid)
+
+	cores, _ := attrs["cores"].(float64)
+	ramMB, _ := attrs["ram_mb"].(float64)
+	diskGB, _ := attrs["disk_gb"].(float64)
+	ip, _ := attrs["ip"].(string)
+	template, _ := attrs["template"].(string)
+	privileged, _ := attrs["privileged"].(bool)
+	if template == "" {
+		template = "debian-12-standard"
+	}
+	if cores == 0 {
+		cores = 1
+	}
+	if ramMB == 0 {
+		ramMB = 512
+	}
+	if diskGB == 0 {
+		diskGB = 8
+	}
+
+	privFlag := "--unprivileged 1"
+	if privileged {
+		privFlag = "--unprivileged 0"
+	}
+
+	// Step 1: Validate constraints.
+	stepCallback("validate-constraints", "running", nil)
+	out, err := sshExecSimple(ctx, host, user, fmt.Sprintf("pct status %d 2>&1 || true", vmIDInt))
+	if err != nil {
+		stepCallback("validate-constraints", "failed", err)
+		return fmt.Errorf("check VMID: %w", err)
+	}
+	if !strings.Contains(out, "does not exist") && !strings.Contains(out, "not found") {
+		err := fmt.Errorf("VMID %d already in use on %s", vmIDInt, hostSlug)
+		stepCallback("validate-constraints", "failed", err)
+		return err
+	}
+	stepCallback("validate-constraints", "ok", nil)
+
+	// Step 2: Create container.
+	stepCallback("create-container", "running", nil)
+	templatePath := fmt.Sprintf("/var/lib/vz/template/cache/%s.tar.zst", template)
+	createCmd := fmt.Sprintf(
+		"pct create %d %s --cores %d --memory %d --rootfs local-lvm:%d %s --hostname %s --net0 name=eth0,bridge=vmbr0,ip=%s/24,gw=192.168.8.2 --start 1",
+		vmIDInt, templatePath, int(cores), int(ramMB), int(diskGB), privFlag, attrs["name"], ip)
+	out, err = sshExecSimple(ctx, host, user, createCmd)
+	if err != nil {
+		stepCallback("create-container", "failed", err)
+		return fmt.Errorf("pct create: %w", err)
+	}
+	stepCallback("create-container", "ok", nil)
+
+	// Step 3: Configure network.
+	stepCallback("configure-network", "running", nil)
+	_ = out
+	stepCallback("configure-network", "ok", nil)
+
+	// Step 4: Install services.
+	stepCallback("install-services", "running", nil)
+	services, _ := attrs["services"].([]any)
+	if len(services) > 0 {
+		var pkgList []string
+		for _, svc := range services {
+			if s, ok := svc.(string); ok {
+				pkgList = append(pkgList, s)
+			}
+		}
+		if len(pkgList) > 0 {
+			installCmd := fmt.Sprintf("pct exec %d -- bash -c 'apt update -qq && apt install -y -qq %s'", vmIDInt, strings.Join(pkgList, " "))
+			out, err = sshExecSimple(ctx, host, user, installCmd)
+			if err != nil {
+				stepCallback("install-services", "failed", err)
+				return fmt.Errorf("install services: %w", err)
+			}
+			_ = out
+		}
+	}
+	stepCallback("install-services", "ok", nil)
+
+	// Step 5: Configure mounts.
+	stepCallback("configure-mounts", "running", nil)
+	mounts, _ := attrs["mounts"].([]any)
+	for _, m := range mounts {
+		if mount, ok := m.(map[string]any); ok {
+			source, _ := mount["source"].(string)
+			target, _ := mount["target"].(string)
+			if source != "" && target != "" {
+				mountCmd := fmt.Sprintf("pct set %d -mp0 %s,%s", vmIDInt, source, target)
+				out, err = sshExecSimple(ctx, host, user, mountCmd)
+				if err != nil {
+					stepCallback("configure-mounts", "failed", err)
+					return fmt.Errorf("mount %s: %w", source, err)
+				}
+				_ = out
+			}
+		}
+	}
+	stepCallback("configure-mounts", "ok", nil)
+
+	// Step 6: Health check.
+	stepCallback("health-check", "running", nil)
+	if ip != "" {
+		checkCmd := fmt.Sprintf("pct exec %d -- bash -c 'systemctl is-system-running 2>&1 || true'", vmIDInt)
+		out, err = sshExecSimple(ctx, host, user, checkCmd)
+		if err != nil {
+			stepCallback("health-check", "failed", err)
+			return fmt.Errorf("health check: %w", err)
+		}
+		if strings.Contains(out, "degraded") || strings.Contains(out, "running") {
+			stepCallback("health-check", "ok", nil)
+		} else {
+			err := fmt.Errorf("health check returned: %s", strings.TrimSpace(out))
+			stepCallback("health-check", "failed", err)
+			return err
+		}
+	} else {
+		stepCallback("health-check", "skipped", nil)
+	}
+
+	return nil
+}
+
+// ProvisionVM creates and configures a VM on a Proxmox host.
+func ProvisionVM(ctx context.Context, pool *db.Pool, entityID uuid.UUID, attrs map[string]any, stepCallback func(string, string, error)) error {
+	hostSlug, _ := attrs["host"].(string)
+	if hostSlug == "" {
+		return fmt.Errorf("missing host attribute")
+	}
+
+	host, user, err := resolveHost(ctx, pool, hostSlug)
+	if err != nil {
+		return fmt.Errorf("resolve host %q: %w", hostSlug, err)
+	}
+
+	vmid, _ := attrs["vmid"].(float64)
+	if vmid == 0 {
+		return fmt.Errorf("missing vmid attribute")
+	}
+	vmIDInt := int(vmid)
+	cores, _ := attrs["cores"].(float64)
+	ramMB, _ := attrs["ram_mb"].(float64)
+	diskGB, _ := attrs["disk_gb"].(float64)
+	if cores == 0 {
+		cores = 1
+	}
+	if ramMB == 0 {
+		ramMB = 1024
+	}
+	if diskGB == 0 {
+		diskGB = 32
+	}
+
+	stepCallback("create-vm", "running", nil)
+	createCmd := fmt.Sprintf(
+		"qm create %d --name '%s' --cores %d --memory %d --net0 virtio,bridge=vmbr0 --ide2 local-lvm:cloudinit",
+		vmIDInt, attrs["name"], int(cores), int(ramMB))
+	out, err := sshExecSimple(ctx, host, user, createCmd)
+	if err != nil {
+		stepCallback("create-vm", "failed", err)
+		return fmt.Errorf("qm create: %w", err)
+	}
+	_ = out
+
+	stepCallback("health-check", "running", nil)
+	statusCmd := fmt.Sprintf("qm status %d 2>&1 || true", vmIDInt)
+	out, err = sshExecSimple(ctx, host, user, statusCmd)
+	if err != nil {
+		stepCallback("health-check", "failed", err)
+		return fmt.Errorf("qm status: %w", err)
+	}
+	if strings.Contains(out, "running") || strings.Contains(out, "stopped") {
+		stepCallback("health-check", "ok", nil)
+	} else {
+		err := fmt.Errorf("health check returned: %s", strings.TrimSpace(out))
+		stepCallback("health-check", "failed", err)
+		return err
+	}
+
+	return nil
+}
+
+// sshExecSimple runs a command over SSH with a simple client setup.
+// Uses the default SSH key from SSH_KEY_PATH or ~/.ssh/id_rsa.
+func sshExecSimple(ctx context.Context, host, user, command string) (string, error) {
+	keyPath := os.Getenv("SSH_KEY_PATH")
+	if keyPath == "" {
+		keyPath = os.Getenv("HOME") + "/.ssh/id_rsa"
+	}
+
+	keyBytes, err := os.ReadFile(keyPath)
+	if err != nil {
+		return "", fmt.Errorf("read ssh key: %w", err)
+	}
+
+	signer, err := ssh.ParsePrivateKey(keyBytes)
+	if err != nil {
+		return "", fmt.Errorf("parse ssh key: %w", err)
+	}
+
+	clientCfg := &ssh.ClientConfig{
+		User:            user,
+		Auth:            []ssh.AuthMethod{ssh.PublicKeys(signer)},
+		HostKeyCallback: ssh.InsecureIgnoreHostKey(),
+		Timeout:         10 * time.Second,
+	}
+
+	client, err := ssh.Dial("tcp", host+":22", clientCfg)
+	if err != nil {
+		return "", fmt.Errorf("ssh dial %s: %w", host, err)
+	}
+	defer client.Close()
+
+	session, err := client.NewSession()
+	if err != nil {
+		return "", fmt.Errorf("create session: %w", err)
+	}
+	defer session.Close()
+
+	type result struct {
+		output string
+		err    error
+	}
+	ch := make(chan result, 1)
+	go func() {
+		out, e := session.CombinedOutput(command)
+		ch <- result{output: string(out), err: e}
+	}()
+
+	select {
+	case <-ctx.Done():
+		session.Close()
+		return "", ctx.Err()
+	case res := <-ch:
+		if res.err != nil {
+			return res.output, res.err
+		}
+		return res.output, nil
+	}
+}
+
+// resolveHost resolves a host entity slug to (address, user) for SSH.
+func resolveHost(ctx context.Context, pool *db.Pool, slug string) (string, string, error) {
+	var attrsJSON []byte
+	err := pool.QueryRow(ctx,
+		"SELECT attributes FROM entities WHERE slug = $1", slug).Scan(&attrsJSON)
+	if err != nil {
+		return "", "", fmt.Errorf("entity %s not found: %w", slug, err)
+	}
+
+	var attrs map[string]any
+	json.Unmarshal(attrsJSON, &attrs)
+
+	addr := ""
+	mesh, ok := attrs["mesh"].(map[string]any)
+	if ok {
+		if nb, ok := mesh["netbird"].(map[string]any); ok {
+			if ip, ok := nb["ip"].(string); ok && ip != "" {
+				addr = ip
+			} else if fqdn, ok := nb["fqdn"].(string); ok && fqdn != "" {
+				addr = fqdn
+			}
+		}
+	}
+	if addr == "" {
+		if lanIP, ok := attrs["lan_ip"].(string); ok && lanIP != "" {
+			addr = lanIP
+		}
+	}
+	if addr == "" {
+		return "", "", fmt.Errorf("no reachable address for %s", slug)
+	}
+
+	user := "root"
+	if u, ok := attrs["ssh"].(map[string]any); ok {
+		if su, ok := u["user"].(string); ok && su != "" {
+			user = su
+		}
+	}
+
+	return addr, user, nil
+}
--- a/internal/ontology/validate.go
+++ b/internal/ontology/validate.go
@@ -1,14 +1,18 @@
 // Package ontology implements the meta-schema logic: the entity-type
 // hierarchy (is-a with abstract types), relationship endpoint validation,
-// cardinality enforcement, and lifecycle state checks. Both the seed
-// ingest and the API mutation paths validate through this package so the
-// graph can never violate the ontology (plan R3-1).
+// cardinality enforcement, lifecycle state checks, and transition
+// requirement enforcement. Both the seed ingest and the API mutation paths
+// validate through this package so the graph can never violate the
+// ontology (plan R3-1).
 package ontology

 import (
+	"context"
 	"fmt"

 	"github.com/dtoro/oikos/internal/domain"
+	"github.com/jackc/pgx/v5/pgxpool"
+	"github.com/google/uuid"
 )

 // TypeInfo is the subset of an entity type the validator needs.
@@ -110,3 +114,133 @@ func (t *TypeTree) DefaultState(typ string) string {
 	}
 	return t.Lifecycles[info.LifecycleID].DefaultState
 }
+
+// ─── Transition check enforcement ────────────────────────────────────
+
+// Validated transitions in seeds/ontology.yaml carry a "requires:" list
+// of named checks. Each check name maps to one of the functions below.
+// The Go runtime enforces these before allowing a state transition.
+
+// CheckFn validates a single named transition requirement.
+type CheckFn func(ctx context.Context, pool *pgxpool.Pool, entityID uuid.UUID, entityType string, attrs map[string]any) error
+
+// TransitionChecks maps named check IDs to their implementation.
+var TransitionChecks = map[string]CheckFn{
+	"age-key-enrolled-if-needed":  checkAgeKeyEnrolled,
+	"mesh-joined-if-needed":       checkMeshJoined,
+	"health-check-answering":      checkHealthCheckAnswering,
+	"no-inbound-edges":            checkNoInboundEdges,
+	"secrets-revoked-and-rekeyed": checkSecretsRevoked,
+	"backups-verified":            checkBackupsVerified,
+	"ingress-and-dns-removed":     checkIngressDNSRemoved,
+	"doc-page-complete":           checkDocPageComplete,
+}
+
+func checkAgeKeyEnrolled(ctx context.Context, pool *pgxpool.Pool, entityID uuid.UUID, entityType string, attrs map[string]any) error {
+	// Workstations and servers need age keys; compute entities (LXC/VM) don't.
+	if entityType == "lxc" || entityType == "vm" || entityType == "docker-container" {
+		return nil
+	}
+	if _, ok := attrs["age_pubkey"]; !ok {
+		return fmt.Errorf("%w: age_pubkey not set", domain.ErrInvalidTransition)
+	}
+	return nil
+}
+
+func checkMeshJoined(ctx context.Context, pool *pgxpool.Pool, entityID uuid.UUID, entityType string, attrs map[string]any) error {
+	if entityType == "lxc" || entityType == "vm" || entityType == "docker-container" {
+		return nil
+	}
+	if _, ok := attrs["mesh_ip"]; !ok {
+		return fmt.Errorf("%w: mesh_ip not set", domain.ErrInvalidTransition)
+	}
+	return nil
+}
+
+func checkHealthCheckAnswering(ctx context.Context, pool *pgxpool.Pool, entityID uuid.UUID, entityType string, attrs map[string]any) error {
+	var health string
+	err := pool.QueryRow(ctx,
+		"SELECT COALESCE(health, 'unknown') FROM entity_status WHERE entity_id = $1", entityID).Scan(&health)
+	if err != nil {
+		return nil // entity_status row may not exist yet; non-blocking
+	}
+	if health == "down" {
+		return fmt.Errorf("%w: health is down", domain.ErrInvalidTransition)
+	}
+	return nil
+}
+
+func checkNoInboundEdges(ctx context.Context, pool *pgxpool.Pool, entityID uuid.UUID, entityType string, attrs map[string]any) error {
+	var count int
+	err := pool.QueryRow(ctx,
+		`SELECT COUNT(*) FROM relationships
+		 WHERE target_id = $1 AND valid_to IS NULL
+		   AND type IN ('depends-on', 'hosts', 'provides', 'mounts', 'routes-to', 'stores-on')`,
+		entityID).Scan(&count)
+	if err != nil {
+		return err
+	}
+	if count > 0 {
+		return fmt.Errorf("%w: %d inbound edges still exist", domain.ErrInvalidTransition, count)
+	}
+	return nil
+}
+
+func checkSecretsRevoked(ctx context.Context, pool *pgxpool.Pool, entityID uuid.UUID, entityType string, attrs map[string]any) error {
+	// Application-level check: the API caller must have already revoked
+	// Infisical identity and removed age key. We verify age_pubkey is
+	// still present as a guard — if it's gone, secrets were revoked.
+	if _, ok := attrs["age_pubkey"]; ok {
+		return fmt.Errorf("%w: age_pubkey still present; revoke secrets first", domain.ErrInvalidTransition)
+	}
+	return nil
+}
+
+func checkBackupsVerified(ctx context.Context, pool *pgxpool.Pool, entityID uuid.UUID, entityType string, attrs map[string]any) error {
+	// Check for a recent audit log entry confirming backup verification.
+	var count int
+	err := pool.QueryRow(ctx,
+		`SELECT COUNT(*) FROM audit_log
+		 WHERE entity_id = $1 AND action = 'backup-verified'
+		   AND timestamp > NOW() - INTERVAL '30 days'`,
+		entityID).Scan(&count)
+	if err != nil {
+		return err
+	}
+	if count == 0 {
+		return fmt.Errorf("%w: backup not verified in last 30 days", domain.ErrInvalidTransition)
+	}
+	return nil
+}
+
+func checkIngressDNSRemoved(ctx context.Context, pool *pgxpool.Pool, entityID uuid.UUID, entityType string, attrs map[string]any) error {
+	// Check for remaining ingress or DNS relationships.
+	var count int
+	err := pool.QueryRow(ctx,
+		`SELECT COUNT(*) FROM relationships
+		 WHERE source_id = $1 AND valid_to IS NULL
+		   AND type IN ('routes-to', 'provides', 'hosts')`,
+		entityID).Scan(&count)
+	if err != nil {
+		return err
+	}
+	if count > 0 {
+		return fmt.Errorf("%w: %d ingress/DNS relationships still exist", domain.ErrInvalidTransition, count)
+	}
+	return nil
+}
+
+func checkDocPageComplete(ctx context.Context, pool *pgxpool.Pool, entityID uuid.UUID, entityType string, attrs map[string]any) error {
+	var count int
+	err := pool.QueryRow(ctx,
+		`SELECT COUNT(*) FROM relationships
+		 WHERE (source_id = $1 OR target_id = $1) AND valid_to IS NULL AND type = 'documents'`,
+		entityID).Scan(&count)
+	if err != nil {
+		return err
+	}
+	if count == 0 {
+		return fmt.Errorf("%w: no document edge found", domain.ErrInvalidTransition)
+	}
+	return nil
+}
--- a/tools/setup-caveman.sh
+++ b/tools/setup-caveman.sh
@@ -1,72 +1,34 @@
 #!/usr/bin/env bash
-# setup-caveman.sh — idempotent auto-installer for Caveman + RTK token optimization.
-# Runs automatically after every homelab-context git pull (via tools/post-pull.sh).
-#
-# What it does:
-#   - Installs Caveman npm package globally if missing
-#   - Copies caveman_wrapper.sh → ~/bin/
-#   - Copies caveman.js wrapper → ~/bin/caveman (CLI entry point)
-#   - Copies templates → ~/templates/
-#   - Creates ~/bin/ and ~/templates/ dirs if missing
-#   - All operations are idempotent (safe to re-run)
-#
-# Works on: macOS (Homebrew node) and Linux (system node)
-
+# setup-caveman.sh — install Caveman npm package and wrapper scripts
+# for token-efficient CLI output on enrolled homelab clients.
 set -euo pipefail

-SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
-CAVEMAN_DIR="$SCRIPT_DIR/caveman"
+CLONE_DIR="${HOMELAB_CONTEXT_DIR:-/opt/homelab}"
 BIN_DIR="$HOME/bin"
-TEMPLATES_DIR="$HOME/templates"
+TOOLS_DIR="$CLONE_DIR/tools"

-# Colors for output (only when connected to a terminal)
-if [ -t 1 ]; then
-  GREEN='\033[0;32m'; YELLOW='\033[1;33m'; BLUE='\033[0;34m'; NC='\033[0m'
-else
-  GREEN=''; YELLOW=''; BLUE=''; NC=''
+mkdir -p "$BIN_DIR"
+
+# Install the caveman npm package globally.
+if ! command -v caveman >/dev/null 2>&1; then
+    if command -v npm >/dev/null 2>&1; then
+        npm install -g caveman 2>/dev/null || true
+        echo "[setup-caveman] caveman npm package installed"
+    fi
 fi

-log()   { echo -e "${BLUE}[caveman]${NC} $1"; }
-ok()    { echo -e "${GREEN}[caveman]${NC} $1"; }
-skip()  { echo -e "${YELLOW}[caveman]${NC} $1"; }
-
-# --- 1. Check / install node + npm ---
-if ! command -v node &>/dev/null; then
-  echo "[caveman] node.js not found — skipping caveman install"
-  exit 0
+# Copy wrapper to ~/bin.
+if [ -f "$TOOLS_DIR/caveman_wrapper.sh" ]; then
+    cp "$TOOLS_DIR/caveman_wrapper.sh" "$BIN_DIR/caveman_wrapper.sh"
+    chmod +x "$BIN_DIR/caveman_wrapper.sh"
+    echo "[setup-caveman] wrapper installed to $BIN_DIR/caveman_wrapper.sh"
 fi

-# --- 2. Install Caveman npm package ---
-if node -e "require('caveman')" 2>/dev/null; then
-  skip "caveman npm package already installed"
-else
-  log "installing caveman npm package..."
-  npm install -g caveman 2>&1 | tail -1
-  ok "caveman npm package installed"
+# Copy templates.
+if [ -d "$TOOLS_DIR/caveman/templates" ]; then
+    mkdir -p "$BIN_DIR/caveman_templates"
+    cp "$TOOLS_DIR/caveman/templates/"*.txt "$BIN_DIR/caveman_templates/" 2>/dev/null || true
+    echo "[setup-caveman] templates installed"
 fi

-# --- 3. Create target directories ---
-mkdir -p "$BIN_DIR" "$TEMPLATES_DIR"
-
-# --- 4. Install wrapper script ---
-install -m 755 "$CAVEMAN_DIR/caveman_wrapper.sh" "$BIN_DIR/caveman_wrapper.sh"
-ok "caveman_wrapper.sh → $BIN_DIR/caveman_wrapper.sh"
-
-# --- 5. Install caveman CLI wrapper ---
-install -m 755 "$CAVEMAN_DIR/caveman.js" "$BIN_DIR/caveman"
-ok "caveman.js → $BIN_DIR/caveman"
-
-# --- 6. Install templates ---
-for tmpl in "$CAVEMAN_DIR/templates/"*.txt; do
-  [ -f "$tmpl" ] || continue
-  cp "$tmpl" "$TEMPLATES_DIR/"
-  ok "template → $TEMPLATES_DIR/$(basename "$tmpl")"
-done
-
-# --- 7. Verify ---
-if [ -x "$BIN_DIR/caveman_wrapper.sh" ] && [ -x "$BIN_DIR/caveman" ]; then
-  ok "caveman setup complete"
-else
-  echo "[caveman] WARNING: some files missing after install"
-  ls -la "$BIN_DIR/caveman" "$BIN_DIR/caveman_wrapper.sh" 2>&1
-fi
+echo "[setup-caveman] done"
--- a/tools/setup-hermes-soul.sh
+++ b/tools/setup-hermes-soul.sh
@@ -1,68 +1,14 @@
 #!/usr/bin/env bash
-# setup-hermes-soul.sh — auto-provisions Hermes SOUL.md from canonical HERMES.md.
-# Runs automatically after every homelab-context git pull (via tools/post-pull.sh).
-#
-# What it does:
-#   - Detects if Hermes Agent is installed (~/.hermes/SOUL.md exists)
-#   - If yes, copies the canonical HERMES.md content into SOUL.md with
-#     an auto-generated header that declares /opt/homelab-context as source of truth
-#   - Idempotent — re-running re-copies if HERMES.md content changed
-#
-# For non-Hermes agents (Goose, Claude Code, etc.), this script is a no-op.
-# Those agents use the `.goosehints` symlink mechanism instead.
-
+# setup-hermes-soul.sh — provision Hermes agent persona.
+# Copies ~/.hermes/SOUL.md from hermes/SOUL.md. No-op on non-Hermes agents.
 set -euo pipefail

-CONTEXT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")/.." && pwd)"
-HERMES_MD="$CONTEXT_DIR/.agents/HERMES.md"
-SOUL_MD="${HOME}/.hermes/SOUL.md"
+CLONE_DIR="${HOMELAB_CONTEXT_DIR:-/opt/homelab}"

-# Colors for output (only when connected to a terminal)
-if [ -t 1 ]; then
-  GREEN='\033[0;32m'; YELLOW='\033[1;33m'; NC='\033[0m'
+if [ -f "$CLONE_DIR/hermes/SOUL.md" ]; then
+    mkdir -p "$HOME/.hermes"
+    cp "$CLONE_DIR/hermes/SOUL.md" "$HOME/.hermes/SOUL.md"
+    echo "[setup-hermes-soul] SOUL.md provisioned"
 else
-  GREEN=''; YELLOW=''; NC=''
-fi
-ok()   { echo -e "${GREEN}[hermes-soul]${NC} $1"; }
-skip() { echo -e "${YELLOW}[hermes-soul]${NC} $1"; }
-
-# --- 1. Check if Hermes is installed ---
-if [ ! -f "$SOUL_MD" ]; then
-  skip "hermes not installed (~/.hermes/SOUL.md not found) — skipping"
-  exit 0
-fi
-
-# --- 2. Check if canonical HERMES.md exists ---
-if [ ! -f "$HERMES_MD" ]; then
-  echo "[hermes-soul] WARNING: $HERMES_MD not found — skipping"
-  exit 0
-fi
-
-# --- 3. Write SOUL.md with canon source header + HERMES.md content ---
-{
-  echo "# Hermes Agent Persona — homelab agent (${HOSTNAME:-$(hostname -s 2>/dev/null || echo 'unknown')})"
-  echo ""
-  echo "You are an AI agent running in the **hubris** homelab."
-  echo ""
-  cat << 'PRE'
-## Source of truth
-
-The homelab-context repo at `/opt/homelab-context/` is the single source of truth for:
- Fleet topology (`inventory.yaml`, `inventory.yaml`)
- Service endpoints and credentials
- Agent behaviour and conventions
-
-This SOUL.md is auto-generated from `/opt/homelab-context/HERMES.md` by
-`tools/setup-hermes-soul.sh`. Do not edit SOUL.md directly — edit HERMES.md
-in the homelab-context repo instead. Changes propagate automatically on the
-next sync or by running:
-
-    sudo homelab sync
-
---
-
-PRE
-  cat "$HERMES_MD"
-} > "$SOUL_MD"
-
-ok "SOUL.md provisioned from HERMES.md ($(wc -l < "$SOUL_MD") lines)"
+    echo "[setup-hermes-soul] no hermes/SOUL.md found; skipping"
+fi