docs: streamline & consolidate the tree (phase 6)

Problem: after the wiki-hq reorg, agent-instruction and human-doc domains
were still scattered across the repo root, with three now-redundant stub
files cluttering it. The organizing principle wasn't visible in the layout.

Change — enforce three clear buckets:
- .agents/  = how agents operate: OIKOS.md, HERMES.md (moved from root),
  shared/ conventions, domains/ schemas, skills/, and operations/ (operator
  cheatsheet + enrollment + hermes-agent, moved from root).
- knowledge/ = what exists + evidence: wiki/, GLOSSARY.md, and sources/ now
  including investigations/ (incident records are evidence/sources).
- root = substrate + two entry points (AGENTS.md, README.md), plus plans/
  as its own design-intent domain.

Moves:
- investigations/ -> knowledge/sources/investigations/ (incl. archive/, index).
- operations/ -> .agents/operations/.
- HERMES.md -> .agents/HERMES.md.
- Deleted unreferenced root stubs CAVEMAN.md, CONTRIBUTING.md, and OIKOS.md
  (its 7 remaining linkers repointed to .agents/OIKOS.md).

Consumers updated:
- inventory.yaml doc_page (agent-enrollment) + regenerated hosts/*.yaml + cards.
- tools/setup-hermes-soul.sh and bootstrap.sh (x2) -> .agents/HERMES.md.
- bin/homelab help string -> .agents/operations/hermes-agent.md.
- knowledge/operations schemas, llm-wiki, page-templates, incident-investigation
  skill, AGENTS.md/README nav -> new investigations/operations paths.
- All markdown links rewritten via the path-resolving mapper.

Left in place (substrate/executable/separate-domain): hosts/, ledger/, tools/,
plans/, oikos/, mcp/, secrets/, bin/, inventory.yaml.

Verification: docs-lint at baseline (2 intentional cross-repo refs, no new
breakage); gen-topology.py --check exit 0; build_host_files.py idempotent; all
doc_page targets resolve; Hermes provisioning scripts point at the new path.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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# 2026-04-21 — Hubris crash loop (thermal + USB drive)
## Summary
[`hubris`](../../../wiki/hosts/hubris.md) hard-locked repeatedly on 2026-04-21 (silent CPU hangs, no panic, no OOM, no MCE). Two contributors identified: idle CPU sitting at ~95 °C on the `performance` governor, and a USB-attached external SSD whose UAS interaction with the AMD USB4/Thunderbolt PCIe tunnel triggered hard locks. CPU thermal addressed via `cpu-epp.service`; drive removed 2026-04-22 as an A/B test. As of 2026-04-28 the host has 3+ days uptime — the drive looks like the primary contributor; `cpu-epp` remains as belt-and-suspenders.
## Timeline
### 2026-04-19 — drive attached
External `Silicon Motion Portable SSD` (vid:pid `090c:2320`) attached for the new restic [backup pipeline](../../../wiki/infrastructure/backups.md). Pre-attach uptime had been 33 days stable.
### 2026-04-19 → 2026-04-21 — first crashes
Two hard crashes in 2.5 days (46 h then 12 h uptime). Kernel logs ended abruptly with routine apparmor entries — no panic, OOM, or MCE — the classic hard-lock signature. Preceded by `uas_eh_abort_handler` storms and xHCI resets on port 6-1.
### 2026-04-21 — crash cadence escalates
23:02 (previous night) → 12:01 the next day. Cadence: 12 h → 43 m → 8 m → 5 m. Stable since the 12:03 boot once `cpu-epp.service` started applying `EPP=balance_power`.
### 2026-04-21 — first set of mitigations applied
- **`cpu-epp.service`** deployed. Sets `scaling_governor=powersave` + EPP=`balance_power` at boot. Drops idle Tctl from ~95 °C → ~60 °C, clocks from 4.4 GHz pinned → 1.12 GHz idle.
- **Crash capture**: `/etc/sysctl.d/60-crash-capture.conf` (panic on oops/hardlockup/softlockup/rcu, auto-reboot 10 s), `/etc/modprobe.d/softdog.conf` (`soft_panic=1 soft_margin=60`), `/etc/systemd/system.conf.d/watchdog.conf` (`RuntimeWatchdogSec=15s`).
- **`rasdaemon`** installed (Debian pkg; mcelog is retired) — logs MCE / memory / PCIe AER / thermal events to `/var/lib/rasdaemon/ras-mc_event.db`. Query `ras-mc-ctl --summary`.
- **UAS blacklist** for the drive: `/etc/modprobe.d/usb-storage-quirks.conf``options usb-storage quirks=090c:2320:u`. Forces BOT instead of UAS for the SMI bridge.
- **Mount-on-demand** for the drive: `/usr/local/sbin/backup-usb.sh attach|detach|status` toggles `/sys/bus/usb/devices/*/authorized` so the drive is de-authorized when no backup is running.
### 2026-04-22 — recurrence after 30 h 37 m
Same silent-cutoff signature at 18:42:08. Much longer than any pre-`cpu-epp` crash (12 h max), so `cpu-epp` helps but is not sufficient on its own. [claudio-monitor](../../../wiki/infrastructure/monitoring.md) showed healthy runtimes up to 43 s before the hang (no pre-crash degradation). No MCE / no RAS / pstore empty.
### 2026-04-22 — `cpu-epp.service` design bug fixed
Was `After=multi-user.target` + `WantedBy=multi-user.target` — queued behind `pve-guests.service`. The hottest window of every boot (20 LXCs + 1 VM coming up) ran on the `performance` governor. Fixed: now `After=sysinit.target` + `Before=pve-guests.service`.
### 2026-04-22 — drive removed (A/B test)
User physically removed the external USB drive. [Backup timers disabled](../../../wiki/infrastructure/backups.md#status), fstab entry commented, drive de-authorized. Goal: confirm whether the drive + UAS + AMD USB4 PCIe-tunnel interaction is the dominant root cause.
### 2026-04-23 — SSD cooling + thermal pads installed
Cold-boot baseline (3 min uptime): nvme0n1 35 °C composite / sensor1 (controller) **53 °C**; nvme1n1 36 °C composite / both sensors ≤36 °C. Lifetime warning-time counters at install: nvme0n1 709 min warn + 5 min crit; nvme1n1 778 min warn + 45 min crit — both drives had spent real time in thermal warning historically.
#### 2026-04-23 thermal-pad verdict
Resolved (3 h self-paced watch). Steady-state across 17:03 → 19:56 stayed pinned at nvme0 composite 47 °C / sensor1 6061 °C, nvme1 3840 °C. Zero new warning-time minutes on either drive. Controller sensor1 at 60-ish is normal idle for M.2 NVMe. **The load-bearing signal is the lifetime warning-time counter, not absolute sensor1** — watch that going forward, not sensor1 threshold.
### 2026-04-28 — A/B test passing so far
3+ days continuous uptime with the drive removed. If uptime now exceeds ~3 days without crash, the drive/PCIe-tunnel interaction is confirmed as the dominant root cause. Will revisit options (different drive, different USB port, different bridge) once stability is firmly established.
### 2026-04-29 — physical relocation
User moved the host to a spot with better airflow. Post-move idle baseline (45 min uptime, light load): Tctl **47.2 °C**, GPU 42 °C, nvme0 composite 34.9 °C / sensor1 32.9 °C, nvme1 composite 38.9 °C / sensor1 52.9 °C, DRAM 3435.5 °C. Notably nvme0 sensor1 is **27 °C cooler** than the 2026-04-23 thermal-pad steady-state of 6061 °C. Watch lifetime warning-time counters (`nvme smart-log` → "Warning Comp. Temperature Time") over the next week — flat trend confirms the move helped. Doesn't change the drive-removal A/B test, but reduces residual thermal headroom risk independently.
## Root cause
Two-contributor:
1. **Thermal**: Ryzen 5 7640HS (Phoenix APU) in a passively-cooled GMKtec NucBox sitting at ~95 °C idle under `performance` governor. Mitigated by `cpu-epp.service`. In `amd-pstate=active` mode the governor MUST be `powersave` for EPP values to take effect — `performance` silently ignores them.
2. **Storage**: external USB SSD's UAS keepalive interacts badly with the AMD USB4/Thunderbolt PCIe tunnel. UAS blacklist + mount-on-demand reduced but did not eliminate it. Removing the drive eliminates it (so far).
Background: BIOS 1.02 (latest publicly visible from GMKtec). Vendor not on LVFS so `fwupdmgr` can't update. Non-ECC RAM means memory faults are silent and undetectable except by memtest86+.
## Diagnostic notes
- **Pure hardware hangs leave no trace.** `pstore` stays empty across reboots despite `panic_on_oops/hardlockup/softlockup/rcu` + softdog `soft_panic=1` being configured. The CPU is gone before the kernel can react. Don't waste time on panic traces — use crash cadence + uptime pattern as the diagnostic.
- **First check** if hubris crash-loops again with the same silent-cutoff signature: `cpu-epp.service` is active and `/sys/devices/system/cpu/cpu0/cpufreq/energy_performance_preference` is `balance_power`.
- **Non-ECC RAM means memory faults are silent.** If `cpu-epp` is on and crashes still happen, suspect DIMM next (run memtest86+) and/or try the commented-out `pcie_aspm=off pci=nomsi` workarounds in `/etc/default/grub`.
- **Grub escalation** (`pcie_aspm=off pcie_port_pm=off pci=nomsi`) **deliberately NOT applied** yet to keep the drive-removal test clean. Enable only if crashes continue without the drive.
- `mcelog` is not in Debian 13 repos; `rasdaemon` is the replacement.
## BIOS update path
Checked 2026-04-21. GMKtec is **not on LVFS**, so `fwupdmgr` can't update the NucBox M6 Ultra. BIOS 1.02 (2025-08-06) is the latest publicly visible — GMKtec's download center only publishes Windows drivers, no BIOS listing or changelog. Update path is a `.exe` flasher that needs Windows (would require Windows-To-Go USB on hubris). Before committing to that, email `service@gmktec.com` with the S/N to confirm a newer BIOS / AGESA level actually exists. `fwupd` is now installed, so if GMKtec ever onboards to LVFS, updates appear automatically.
## Mitigations applied
| Mitigation | Status | Notes |
| ----------------------------------------- | -------- | ---------------------------------------------------- |
| `cpu-epp.service` (powersave + balance_power) | Active | Unit ordering fixed 2026-04-22 to run before guests |
| Crash capture (sysctl + softdog + watchdog) | Active | Catches everything but pure silicon hangs |
| `rasdaemon` | Active | Persistent telemetry for MCE / memory / PCIe AER |
| UAS blacklist for `090c:2320` | Active (drive currently absent) | `/etc/modprobe.d/usb-storage-quirks.conf` |
| Mount-on-demand (`backup-usb.sh`) | Active (drive currently absent) | Backup unit `ExecStartPre`/`ExecStopPost` hooks |
| Drive physically removed | Active | A/B test in progress |
| Thermal pads on NVMes | Active 2026-04-23 | Steady-state composite 47 °C / sensor1 60 °C |
| `pcie_aspm=off pci=nomsi` | NOT applied | Reserved for if crashes recur without the drive |
## Affected nodes
- [Hubris host](../../../wiki/hosts/hubris.md)
- [Backups (disabled)](../../../wiki/infrastructure/backups.md)
- [Monitoring](../../../wiki/infrastructure/monitoring.md)
## Open questions
- Will the host stay up indefinitely without the drive? (Test ongoing — 3+ days as of 2026-04-28.)
- If yes: which mitigation lets the drive come back? (different drive? different USB port bypassing the hub chain? rear motherboard USB 3 port? alternative bus path?)
- Newer BIOS / AGESA from GMKtec — answered email pending. Without LVFS we need explicit vendor confirmation.
- Memtest86+ pass on the DIMMs — not yet run; deferred until the drive case is closed.

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# 2026-05-31 — Authentik migrated from LXC 124 to the VPS
## Summary
The NetBird management server (on the [VPS](../../../wiki/infrastructure/ingress.md)) crash-looped 1200+ times because it fetches the Authentik OIDC discovery document on startup, and Authentik was only reachable via the NetBird mesh — which was down *because* mgmt couldn't start. A classic bootstrap deadlock: **mgmt needs OIDC → OIDC needs the mesh → the mesh needs mgmt.**
Resolved by moving Authentik off [LXC 124](../../../wiki/containers/106-auth-outpost.md) onto the VPS itself, so `auth.hubris.network` resolves to a container co-located with netbird-mgmt — no mesh dependency. A `depends_on: condition: service_healthy` on the mgmt service makes the deadlock structurally impossible to recur.
The full Authentik Postgres DB (all users, apps, passwords, groups) was migrated, so every gated app keeps working with no per-app reconfiguration.
## Timeline
### Trigger
`netbird status` on clients showed `Management: Disconnected`; `netbird.hubris.network` unreachable. VPS `docker logs netbird-mgmt`:
```
Error: failed reading provided config file: /etc/netbird/management.json:
OIDC configuration request returned status 504 with response: Gateway Timeout
```
The 504 came from VPS traefik trying to reach the old `auth-authentik` backend (`https://192.168.8.175`, home Caddy) over the down mesh.
### Fix — Phase A (restore the mesh)
1. Stood up Authentik on the VPS in `/opt/docker-compose.yml`: `authentik-postgres`, `authentik-redis`, `authentik-server`, `authentik-worker` (image `ghcr.io/goauthentik/server:2026.5.2`), on a dedicated `auth` Docker network (`172.30.1.0/24`). Traefik joined both `netbird` and `auth` networks.
2. Removed the `auth-authentik``192.168.8.175` backend from `/opt/traefik-dynamic.yaml`; Authentik now routed via Docker provider labels.
3. Added `depends_on: authentik-server: condition: service_healthy` to the mgmt service.
4. Created the NetBird OAuth2 provider/app manually (only manual step), then mgmt auto-recovered within 30 s.
### Fix — Phase B (full data migration)
Once the mesh was back, the homelab DB was reachable:
1. `ssh proxmox 'pct exec 124 -- docker exec authentik-postgresql-1 pg_dump -U authentik authentik'` → gzip.
2. Stopped VPS authentik server/worker, dropped + recreated the VPS DB (connect to the `postgres` DB to drop `authentik`), restored the dump.
3. **Swapped `AUTHENTIK_SECRET_KEY` in `/opt/authentik.env` to the homelab's key** — Authentik encrypts OAuth2 client secrets in the DB with this key; a mismatch makes every client secret unreadable and silently breaks all SSO.
4. Restarted Authentik. All users / apps / passwords / groups present.
Scripts left on the VPS: `/opt/migrate-authentik.sh` (re-runnable), `/opt/backup-authentik.sh` (daily cron, 14-day retention).
### Fix — DNS cutover (the long tail)
The real reason the browser kept hitting the *old* Authentik even after the VPS one was healthy: split-horizon dnsmasq on LXC 124 still had `address=/auth.hubris.network/192.168.8.175`, and the NetBird per-client resolver (`100.122.255.254`) cached it. Symptom: the login page console logged `authentik(early): version 2026.2.2` (the old LXC) instead of `2026.5.2` (the VPS).
- Updated dnsmasq: `address=/auth.hubris.network/82.165.190.79`, `systemctl restart dnsmasq`.
- `netbird down && netbird up` does **not** reliably flush the NetBird resolver cache. Immediate per-client fixes: `/etc/hosts` override (mac), `sudo resolvectl flush-caches` (Linux), `sudo dscacheutil -flushcache && sudo killall -HUP mDNSResponder` (mac).
## Issues hit during the migration (and fixes)
1. **Redirect URI error.** The restored DB had redirect URIs in `REGEX` matching mode; in Authentik 2026.5.x they failed to match. Fixed by switching to `STRICT` exact matching (Django ORM, `RedirectURIMatchingMode.STRICT`). Set all four: `http://localhost:53000/` (CLI), `https://netbird.hubris.network/{peers,nb-auth,nb-silent-auth}`.
2. **Only the password field showed (no username).** NetBird passes `login_hint=<email>` in the OAuth2 URL → Authentik pre-identifies and skips the identification stage. Expected behavior; not a bug.
3. **"Request has been denied. Unknown error."** Several overlapping causes: wrong password (reset via Django shell), reputation lockout after repeated failures (`Reputation.objects.all().delete()` — see [124-authentik](../../../wiki/containers/106-auth-outpost.md)), and **broken default expression policies**. The restored DB carried 8 default policies authored in old `return`-style syntax incompatible with 2026.5.x's eval context; `ak apply_blueprints` re-applied the current defaults.
4. **Browser ran stale frontend JS.** Console showed `version 2026.2.2` while the backend was `2026.5.2` — because DNS still pointed at the old LXC (see DNS cutover above), not a cache issue.
5. **WebAuthn devices dead post-migration.** Passkeys are device/origin-bound and don't survive a host move. Deleted all WebAuthn devices via Django ORM; users must re-register MFA.
## Architecture delta
| | Before | After |
|---|---|---|
| Authentik host | [LXC 124](../../../wiki/containers/106-auth-outpost.md) `192.168.8.180` | VPS `82.165.190.79`, `auth` Docker net `172.30.1.0/24` |
| Version | `2026.2.2` | `2026.5.2` |
| `auth.hubris.network` (LAN) | dnsmasq → `192.168.8.175` (Caddy) | dnsmasq → `82.165.190.79` (VPS traefik) |
| `auth.hubris.network` (public) | IONOS wildcard → VPS → mesh → LXC 124 | IONOS wildcard → VPS → local container |
| Reachability | mesh-only (split-horizon) | **public** (auth UI now exposed on the open internet) |
| Redis | none (docs said 2026.x dropped it) | present (this deploy uses Redis) |
| DB engine | sqlite? (`StoreConfig` in mgmt) / Postgres for Authentik | Postgres, separate from netbird |
> **Security note:** the Authentik admin UI is now publicly reachable. Mitigated with a traefik `admin-allowlist` ipAllowList middleware on `/if/admin/` (currently `5.61.168.0/24`). Login/flow endpoints are public by necessity. The `auth` Docker network isolates Postgres/Redis from the netbird containers.
## Lessons learned
1. **Never put the IdP behind the VPN it authenticates.** The circular dependency is invisible until a restart, then it's total.
2. **`depends_on: condition: service_healthy` is the structural fix.** Docker refuses to start mgmt until Authentik is healthy, regardless of boot order.
3. **Migrating an Authentik DB requires carrying its `AUTHENTIK_SECRET_KEY`.** It encrypts client secrets at rest; a mismatch breaks SSO silently with no useful error.
4. **Default expression policies break across major Authentik versions.** Always run `ak apply_blueprints` after restoring an older DB into a newer Authentik.
5. **Split-horizon DNS + a VPN resolver cache = an invisible stale answer.** The NetBird resolver (`100.122.255.254`) outlives `netbird down/up`. Removing the dnsmasq override (fall through to public DNS) is the durable fix once a service is genuinely public.
6. **Redirect URIs: prefer `STRICT` over `REGEX`** in Authentik 2026.x.
7. **Frontend/backend version skew shows as "Unknown error."** Confirm which Authentik the browser actually loaded (`version` line in the console) before chasing backend logs.
8. **WebAuthn/passkeys do not survive host migrations** — delete and re-enroll.
## Forward-auth outpost — RESOLVED 2026-06-01
Forward-auth apps (Paperless, qBittorrent, Artifacto) initially still validated against LXC 124's *embedded* outpost (Caddy → `192.168.8.180:9000`) — split-brain against the frozen DB. Pointing Caddy at `https://auth.hubris.network` instead fails: VPS Traefik rewrites `X-Forwarded-Host` → outpost can't match the app → 404 (tested + reverted).
Fixed with a **dedicated LAN outpost** ([106 — auth-outpost](../../../wiki/containers/106-auth-outpost.md), `192.168.8.6`): `goauthentik/proxy` connects outbound to the VPS core and serves forward-auth locally; Caddy → outpost over the LAN, no Traefik, header preserved. Outpost `hubris-lan-outpost` carries the 3 proxy providers. Verified with 124-Authentik **stopped**. This was Phase 1 of the broader architecture migration (plan: VPS edge / hubris LAN core / Mac Mini redundancy).
### 2026-06-05 — identification stage skip: broken "Trust me" reputation policy
The default authentication flow was skipping the identification stage (showing only a password field with `pending_user: ""`), making login impossible. Root cause: a **"Trust me" reputation policy** (`threshold: -3`, `negate: true`) attached to the identification stage binding (#10). The `negate: true` + broken policy evaluation caused the stage binding to fail re-evaluation, and Authentik's `ReevaluateMarker` skipped the stage entirely.
**Fix:** Deleted from Postgres:
```sql
DELETE FROM authentik_policies_policybinding WHERE policy_id = '<uuid>';
DELETE FROM authentik_policies_reputation_reputationpolicy WHERE policy_ptr_id = '<uuid>';
DELETE FROM authentik_policies_policy WHERE policy_uuid = '<uuid>';
```
The policy was orphaned (no matched type data or had incompatible evaluation). Removing it restores normal two-stage login (identification → password).
**Note:** This is different from the 2026-05-31 issue where NetBird's `login_hint` OAuth2 param intentionally pre-identifies users. That was expected behavior; this was a genuine bug.
## Outstanding
- **NetBird client version skew.** Mac client is `0.68.3` vs mgmt `0.71.3`; NetBird-SSH cert exchange fails between them. Upgrade all clients toward `0.71.x`.
- **republic-laptop** regular SSH publickey auth still rejected (correct `authorized_keys`/perms/SELinux context, yet denied — `sshd_config` `AuthorizedKeysFile` suspect). DNS not yet flushed there either.
- **muli-laptop** needs `netbird down && netbird up` + `resolvectl flush-caches`.
- **VPS port 22** opened for this repair; close once remote access is otherwise stable.
- **Decommission LXC 124 Authentik** after a ~2-week dual-run validation. dnsmasq stays on 124 regardless (separate service).
- **Reconcile [124-authentik](../../../wiki/containers/106-auth-outpost.md) provider notes** — docs describe a `Public`/PKCE provider; the migrated DB carries the `Confidential` `netbird-dashboard` client. Verify which is live and correct the page.
- **sops-encrypt** the VPS secrets (`/opt/authentik.env`) into the `secrets/` tree.
## Related
- [124 — authentik](../../../wiki/containers/106-auth-outpost.md)
- [DNS split-horizon](../../../wiki/infrastructure/dns.md)
- [Public ingress (VPS traefik)](../../../wiki/infrastructure/ingress.md)
- [Mesh migration](../../../wiki/infrastructure/mesh.md)