oikos/plans/2026-07-07-client-lifecycle-in-go.md

Plan: Client lifecycle — enrollment through deprecation in Oikos Go

Status: Planned (2026-07-07, rev 2) — rev 2 adds thin-client API distribution model and compute entity (LXC/VM/container) provisioning flow.

Goal

Define and implement the complete lifecycle of every compute entity in the Oikos Go runtime — workstations, Proxmox hosts, LXCs, VMs, and containers. Two onboarding paths share the same lifecycle state machine:

1. Workstation self-enrollment: the machine calls the API to enroll itself
2. Compute entity provisioning: Oikos creates the entity (LXC/VM/container) on a host via the actuator, and the DB is the sole source of truth from the first API call

Every state transition feeds the Postgres DB. No step depends on the archived Python secrets-issuance server or the non-existent bin/homelab CLI. The full repo clone + git-sync timer is replaced with a thin API-distribution model for workstations.

Current state — what exists vs. what runs

Component	Exists?	Runs?	Notes
bootstrap.sh (684 lines)	✅ repo	⚠️ references dead endpoints	Calls https://secrets.hubris.network/issue (Python server, stopped per Phase 6). Symlinks bin/homelab (file absent). References tools/*.setup.sh (files absent).
archive/secrets-issuance/server.py	✅ archive	❌ stopped (Phase 6)	Issued age keys, validated mesh IP. No Go replacement.
archive/mcp/ (build_host_files.py, deleted)	❌ deleted	❌	Legacy host file builder.
inventory.yaml (root)	✅	⚠️ edited manually	Flat hosts: + services: layout. Diverges from seeds/inventory.yaml entity-relationship format.
seeds/inventory.yaml	✅	✅ ingested into DB	Entity-relationship format with slugs (host:hubris, ws:mac-mini). No translation path from root format.
Go entity API (POST/GET/PATCH /entities)	✅	✅	Generic CRUD. No client-specific validation, no key issuance, no lifecycle gating.
Go MCP server	✅	✅	15 tools. Missing whoami, explain, preflight, get_change_history, get_state_snapshot.
oikos secret CLI (Infisical/SOPS)	✅	✅	Secrets read/migrate/export. No client-key provisioning.
Sync timer (post-pull.sh)	✅	⚠️ partially broken	References tools/*.setup.sh (glob returns zero files). setup-caveman.sh and setup-hermes-soul.sh documented but absent.

Takeaway: Enrollment today runs on shell scripts calling archived Python services. The Go runtime has zero awareness of client lifecycle. This plan closes that gap — the DB becomes the sole engine for client identity, secrets, state, and lifecycle transitions.

Target architecture

┌──────────────────────────────────────────────────────────────┐
│                    WORKSTATION (bare machine)                 │
│                                                              │
│  1. curl bootstrap.sh | sudo bash (from raw Gitea URL)       │
│     → fetches CLIENTS.md, AGENTS.md, OIKOS.md, tools/         │
│     → calls POST /api/v1/clients/enroll                       │
│     → receives age keypair + Infisical identity               │
│     → writes /etc/age/key.txt, /etc/infisical/identity        │
│     → polls GET /api/v1/clients/{slug}/context for updates    │
│       (no git clone, no sync timer)                           │
└──────────────────────────┬───────────────────────────────────┘
                           │ POST /api/v1/clients/enroll
                           ▼
┌──────────────────────────────────────────────────────────────┐
│                    OIKOS API (Go, :8090)                      │
│                                                              │
│  Workstation endpoints:                                       │
│  POST /api/v1/clients/enroll     — issue age key, set state   │
│  POST /api/v1/clients/{slug}/activate — provisioning→active  │
│  POST /api/v1/clients/{slug}/deprecate — active→deprecated   │
│  POST /api/v1/clients/{slug}/destroy  — deprecated→destroyed │
│  GET  /api/v1/clients/{slug}/secrets — accessible secrets    │
│  GET  /api/v1/clients/{slug}/context — agent context delta   │
│                                                              │
│  Compute entity endpoints:                                    │
│  POST /api/v1/entities/provision — create LXC/VM/container   │
│  GET  /api/v1/entities/{slug}/provision/status — progress    │
│                                                              │
│  MCP tools:                                                   │
│  whoami, explain, preflight, get_change_history,              │
│  get_state_snapshot, list_my_secrets                         │
└──────────────────────────┬───────────────────────────────────┘
                           │ writes
                           ▼
┌──────────────────────────────────────────────────────────────┐
│                    POSTGRES (TimescaleDB)                     │
│                                                              │
│  entities table: slug, type, name, state, attributes (JSONB) │
│  entity_status: health, disk, drift count (scheduler)        │
│  audit_log: every state transition, enrollment, revocation   │
│  executions: approved actions, results                       │
│  secrets (via Infisical): age keys, API tokens               │
└──────────────────────────────────────────────────────────────┘

Thin client model — why the clone + sync timer goes away

The repo was the source of truth when Oikos was Python + YAML files. Now the DB is the source of truth. A full clone of the repo onto every workstation is unnecessary — the only things a workstation actually needs on disk are:

Artifact	Why local?	How delivered
CLIENTS.md + AGENTS.md + OIKOS.md	Agent reads these at startup; can't query MCP before knowing MCP exists	Fetched once by bootstrap.sh, cached to /opt/homelab/
.sops.yaml	Recipient rules for age decryption (DR fallback if Infisical is down)	Served by GET /api/v1/clients/{slug}/context
SOPS-encrypted secrets	DR cold recovery (Infisical is primary)	Served by GET /api/v1/secrets/sops-backups or fetched on enrollment
Age private key	Decrypt SOPS files	Delivered once in enroll response, written to /etc/age/key.txt
Infisical identity	Authenticate to Infisical for primary secrets	Delivered once in enroll response, written to /etc/infisical/identity
tools/ (caveman, hermes-soul)	Auto-setup after pull	Fetched by bootstrap.sh once; API context endpoint serves updates

Everything else — topology, knowledge, policy, runbooks, ledger — is queried live from the DB via MCP.

What replaces the sync timer

The 5-minute git pull is replaced by a lightweight API poll:

GET /api/v1/clients/{slug}/context?since=2026-07-07T12:00:00Z

Returns a JSON delta:

{
  "agent_files_changed": ["CLIENTS.md", "AGENTS.md", "OIKOS.md"],
  "sops_config_changed": true,
  "tools_changed": ["setup-caveman.sh"],
  "since": "2026-07-07T12:05:00Z"
}

The client fetches only changed files. Poll interval: 5 minutes (same as old timer, but HTTP instead of git). On delta, the client writes updated files to /opt/homelab/ and re-runs any changed tools/*.setup.sh scripts.

What stays a full clone

The control plane host (mac-mini, running the Oikos Docker stack) keeps the full clone at /opt/homelab-context/. It is the deployment target, the seed source, and the operator's working copy. All other workstations are thin clients.

bootstrap.sh changes (thin client)

# Old: full clone
git clone "$REPO_HTTPS" "$CLONE_DIR"

# New: fetch only what the agent needs
mkdir -p /opt/homelab/.agents/shared /opt/homelab/.agents/skills
curl -s "$RAW_URL/CLIENTS.md"     -o /opt/homelab/CLIENTS.md
curl -s "$RAW_URL/AGENTS.md"      -o /opt/homelab/AGENTS.md
curl -s "$RAW_URL/.agents/OIKOS.md" -o /opt/homelab/OIKOS.md
curl -s "$RAW_URL/.agents/shared/caveman.md" -o /opt/homelab/caveman.md

# Then enroll via API (gets age key + Infisical identity)
# Then start the context poller

No git dependency on workstations. No post-pull.sh. No sync timer unit files. Just a cron/launchd job that hits GET /context every 5 minutes.

Transition for existing enrolled clients

Existing clients with full clones continue working. The context poller is additive — it writes updated files to /opt/homelab/ alongside the clone. Once the poller is proven, the clone can be removed and the git-based timer disabled. Backward compatible, no flag day.

Compute entity lifecycle — LXC, VM, container provisioning

Workstations self-enroll. Compute entities (LXCs, VMs, Docker containers) are created by Oikos — an operator (or Hermes) issues an intent, and Oikos provisions the entity on a Proxmox host via the actuator. The DB is the source of truth from the first API call; there is no bootstrap.sh, no mesh join, no age key — the entity exists because Oikos put it there.

Provisioning flow

Operator (or Hermes via MCP):
  "create LXC 130 on hubris running jellyfin, 2 cores, 2GB RAM, 20GB disk,
   mount /mnt/library, IP 192.168.8.130, privileged"

       │
       ▼
POST /api/v1/entities/provision
{
  "slug": "lxc:jellyfin",
  "type": "lxc",
  "name": "Jellyfin",
  "host": "host:hubris",
  "attributes": {
    "vmid": 130,
    "cores": 2,
    "ram_mb": 2048,
    "disk_gb": 20,
    "ip": "192.168.8.130",
    "privileged": true,
    "mounts": [{"source": "/mnt/library", "target": "/mnt/library"}],
    "template": "debian-12-standard",
    "services": ["jellyfin"]
  }
}

       │ Oikos API:
       │ 1. Creates entity in DB: lxc:jellyfin, state = planned
       │ 2. Validates: IP not in use, VMID not taken, host has capacity
       │ 3. Policy classifier: config_mutation → requests operator approval
       │ 4. On approval, transitions to provisioning
       │ 5. Creates execution record
       │ 6. Actuator SSHs to host:hubris:
       │      pct create 130 /var/lib/vz/template/cache/debian-12-standard.tar.zst \
       │        --cores 2 --memory 2048 --rootfs local-lvm:20 \
       │        --net0 name=eth0,bridge=vmbr0,ip=192.168.8.130/24,gw=192.168.8.2 \
       │        --unprivileged 0
       │      pct start 130
       │      pct exec 130 -- apt update && apt install -y jellyfin-server
       │      # mount, service enable, firewall rules
       │ 7. Polls health check until passing
       │ 8. Transitions to active
       │ 9. Creates relationship edges: host:hubris hosts lxc:jellyfin,
       │    lxc:jellyfin provides service:jellyfin, etc.
       │ 10. Writes audit log

       ▼
  Entity in DB: lxc:jellyfin, state = active
  Relationships: host:hubris → hosts → lxc:jellyfin
                 lxc:jellyfin → provides → service:jellyfin
                 lxc:jellyfin → mounts → storage:library

State machine (shared by workstations and compute entities)

                     ┌─────────────────────────────┐
                     │         WORKSTATION          │
                     │  Operator runs bootstrap.sh  │
                     │  → self-enrolls via API      │
                     │  → gets age key + Infisical  │
                     │  → polls /context for deltas │
                     └──────────────┬──────────────┘
                                    │
  [planned] ──→ provisioning ──→ active ──→ migrating ──→ active
      ▲              ▲               │                        │
      │              │               ├──→ deprecated ──→ destroyed
      │              │               │
      │              │               └──→ failed
      │              │
      │              └──→ failed     ┌─────────────────────────────┐
      │                              │      COMPUTE ENTITY          │
      │                              │  POST /entities/provision    │
      └──→ destroyed (cancelled)     │  → Oikos actuator creates   │
                                     │    LXC/VM/container on host  │
                                     │  → no self-enrollment        │
                                     │  → no mesh join              │
                                     │  → no age key                │
                                     └─────────────────────────────┘

Provisioning differences by type

Aspect	Workstation	LXC	VM	Docker container
Who creates the entity	Operator via API/seed	Operator/Hermes via POST /entities/provision	Same as LXC	Same as LXC
How it reaches provisioning	Self-enrolls via POST /clients/enroll	API transitions automatically after operator approval	Same as LXC	Same as LXC
Age keypair	Generated, delivered to client	None — no SOPS access needed	None	None
Infisical identity	Created, scoped to /clients/<slug>/*	Only if the LXC hosts services that need secrets	Same as LXC	Same as LXC
Mesh join	Netbird/Tailscale (if remote access needed)	No — reachable via host LAN IP	Optional	No
Health check	Scheduler probes HTTP/TCP/SSH	Scheduler probes service port on host LAN IP	Same as LXC	Scheduler probes container port
provisioning → active checks	age-key-enrolled, mesh-joined, health-check-answering	health-check-answering, service-running, mounts-verified	Same as LXC + vm-agent-responding	health-check-answering, container-running
deprecated → destroyed checks	secrets-revoked, no-inbound-edges, ingress-dns-removed	backups-verified, no-inbound-edges, ingress-dns-removed	Same as LXC	no-inbound-edges
Secrets to revoke on destroy	Age key, Infisical identity	Infisical identity (if any), service tokens	Same as LXC	Infisical identity (if any)

Compute entity attributes schema

{
  "vmid": 130,
  "cores": 2,
  "ram_mb": 2048,
  "disk_gb": 20,
  "ip": "192.168.8.130",
  "privileged": true,
  "os": "debian-12",
  "template": "debian-12-standard",
  "mounts": [
    {"source": "/mnt/library", "target": "/mnt/library", "options": "ro"}
  ],
  "services": ["jellyfin"],
  "provisioned_by": "ws:mac-mini",
  "provisioned_at": "2026-07-07T14:00:00Z",
  "host": "host:hubris"
}

API endpoints for compute entity provisioning

Method	Path	Scope	Purpose
POST	/api/v1/entities/provision	operator	Declare intent to create an LXC/VM/container. Creates entity in planned, validates constraints, queues execution for operator approval.
GET	/api/v1/entities/{slug}/provision/status	operator	Poll provisioning progress: steps completed, current step, errors
POST	/api/v1/entities/{slug}/provision/retry	operator	Retry a failed provisioning step

What POST /entities/provision validates

1. Slug is available: no existing entity with same slug
2. VMID not in use: query entities where attributes->>'vmid' = requested VMID
3. IP not in use: query entities where attributes->>'ip' = requested IP
4. Host exists and is active: host:hubris must be an entity with state active
5. Host has capacity: check entity_status for CPU/RAM/disk headroom on host
6. Template exists: Proxmox template must be available on the host
7. Mount source exists: storage entity must exist for each mount
8. Policy classification: config_mutation → operator approval required (auto-act only if Hermes has autonomy for this specific action type)

Relationship edges created on provision

When an LXC is provisioned, these edges are written to the relationships table:

Source	Edge type	Target	Why
host:hubris	hosts	lxc:jellyfin	Physical colocation
lxc:jellyfin	provides	service:jellyfin	Service mapping
lxc:jellyfin	mounts	storage:library	Storage dependency
lxc:jellyfin	depends-on	host:hubris	Blast radius: hubris down → jellyfin down
service:jellyfin	depends-on	lxc:jellyfin	Service availability ties to container
lxc:jellyfin	depends-on	service:dns	DNS resolution
lxc:jellyfin	depends-on	service:caddy	If ingress-exposed

All edges are created atomically during provisioning. The blast_radius() CTE walks these edges to answer "what breaks if hubris goes down?"

State: planned

The operator declares intent. A client entity exists in the DB with state planned but has no host, no keys, no sync.

Entry condition: Operator creates the entity via API or seed file.

Required attributes:

• slug — ws:<hostname> for workstations, host:<hostname> for servers
• type — workstation, standalone-server, or proxmox-host
• name — human-readable name
• lan_ip — expected LAN IP (reserved in DHCP)
• os — linux or macos
• role — free-text description of what this machine does
• mesh.expected_type — netbird or tailscale (which mesh it will join)
• ssh.user — login user (default root)

Allowed transitions: → provisioning (operator triggers), → destroyed (cancelled).

State: provisioning

The machine has been declared. Operator runs bootstrap.sh on the target, which calls the enrollment API. The API validates identity (mesh IP matches expected subnet, hostname matches slug), issues an age keypair, and records the public key. The sync timer starts pulling the repo.

Go API: POST /api/v1/clients/enroll

{
  "slug": "ws:new-laptop",
  "hostname": "new-laptop",
  "mesh_ip": "100.122.x.x"
}

What the enrollment endpoint does:

1. Looks up entity by slug — must exist, must be in state planned or provisioning
2. Validates mesh IP is in 100.122.0.0/16 (Netbird) or 100.64.0.0/10 (Tailscale) or 192.168.8.0/24 (LAN)
3. Validates hostname has no conflicting mesh IP already recorded
4. Generates an age keypair (age-keygen)
5. Stores the private key in Infisical under path /clients/<slug>/age-key
6. Creates an Infisical machine identity for the client (UniversalAuth)
7. Updates entity attributes with age_pubkey, mesh_ip, enrolled_at
8. Writes audit log: client.enrolled
9. Returns the age private key, Infisical client ID + secret, and machine identity token

Response (to bootstrap.sh, over mesh — TLS + mesh IP validation):

{
  "age_private_key": "AGE-SECRET-KEY-...",
  "age_public_key": "age1...",
  "infisical_client_id": "...",
  "infisical_client_secret": "...",
  "machine_identity_token": "..."
}

Bootstrap script changes:

• Remove call to https://secrets.hubris.network/issue
• Replace with POST /api/v1/clients/enroll to https://oikos.hubris.network
• Remove --no-secrets / --no-mesh flags (or keep as escape hatches with degraded state)
• Remove symlink to bin/homelab (file doesn't exist)
• After receiving keys, bootstrap.sh writes /etc/age/key.txt (0600) and /etc/infisical/identity (0600)

Pre-built bootstrap: The bootstrap.sh is served from the Gitea repo raw URL (already the case). After this plan, it calls Oikos API instead of the dead Python service.

Allowed transition: → active (when age-key-enrolled, mesh-joined, doc-page-complete checks pass).

State: active

Normal operation. The client pulls the repo every 5 minutes, uses its age key to decrypt SOPS secrets (fallback), and authenticates to Infisical via its machine identity (primary). The MCP whoami(hostname) tool returns its entity record, peer list, accessible secrets, and current health.

Go enforcement of transition checks (provisioning → active):

• age-key-enrolled-if-needed: entity.attributes.age_pubkey is non-empty
• mesh-joined-if-needed: entity.attributes.mesh_ip is non-empty
• ingress-live-if-public: skipped for workstations (no public ingress)
• health-check-answering: scheduler probe passes for this entity
• doc-page-complete: entity has at least one documents edge
• inventory-in-db: entity exists in DB with all required attributes

API: POST /api/v1/clients/{slug}/activate

• Validates all provisioning → active transition checks
• Sets state to active
• Writes audit log: client.activated

MCP tools active clients get:

• whoami(hostname) — returns entity record, peers, secrets list, health
• list_my_secrets(caller_pubkey?) — secrets this client can decrypt

Allowed transitions: → migrating, → deprecated, → failed.

State: migrating

Client is being moved — OS reinstall, hardware swap, role change. Inbound edges still exist; no deprovisioning has started.

Allowed transition: → active (migration complete, post-verify passes).

API: POST /api/v1/clients/{slug}/migrate (sets state, links migration plan).

State: deprecated

Client is being phased out. Services moved off, mesh disconnected, secrets rotation started. The deprecation gate (no-inbound-edges) blocks → destroyed until all depends-on, hosts, provides, and mounts edges are gone.

API: POST /api/v1/clients/{slug}/deprecate

• Validates replacement-live-or-role-retired: operator confirms replacement exists or role is no longer needed
• Sets state to deprecated
• Writes audit log: client.deprecated

Allowed transitions: → active (un-deprecate), → destroyed.

State: destroyed

Client is gone. All edges removed, secrets revoked, archaeology entry written.

API: POST /api/v1/clients/{slug}/destroy

• Validates all deprecated → destroyed transition checks:
  • backups-verified: any data on this client was backed up
  • secrets-revoked-and-rekeyed: age key removed from Infisical, SOPS recipients updated, machine identity deleted
  • ingress-and-dns-removed: no remaining DNS records or Caddy backends
  • no-inbound-edges: zero depends-on, hosts, provides, mounts edges pointing to this entity
  • archaeology-entry: writes a record explaining why and when
• Sets state to destroyed
• Revokes Infisical machine identity
• Removes age public key from .sops.yaml
• Writes audit log: client.destroyed

State: failed

Something went wrong during provisioning or operation. Requires operator intervention. Treated as informational — no automatic recovery.

API: POST /api/v1/clients/{slug}/fail

• Sets state to failed
• Requires reason field explaining what broke
• Writes audit log: client.failed

Secrets integration

Age key lifecycle

planned ────────────→ no key exists
provisioning ───────→ keypair generated, pubkey stored in entity attributes,
                      private key delivered to client via enroll response,
                      private key stored in Infisical under /clients/<slug>/age-key
active ─────────────→ key used for SOPS decryption fallback, authenticated
                      to Infisical via machine identity for primary secrets
deprecated ─────────→ key still valid, but rotation initiated
destroyed ──────────→ key revoked from Infisical, removed from .sops.yaml,
                      machine identity deleted

Infisical machine identity

Each client gets an Infisical machine identity during enrollment. This is the primary secrets path — the age key is fallback for SOPS-encrypted DR files.

• Client ID + Secret returned in enroll response
• Scoped to paths: /clients/<slug>/*, /shared/*
• Revoked on destroy: identity deleted, access gone

SOPS fallback

The age public key is added to .sops.yaml recipients during enrollment. On destroy, it is removed via oikos secret export-sops regeneration.

bootstrap.sh changes

- # calls https://secrets.hubris.network/issue (Python, dead)
- AGE_KEY=$(curl -s -X POST "$ISSUANCE_URL" ...)
- 
+ # calls Oikos API enrollment endpoint
+ ENROLL_RESP=$(curl -s -X POST "$OIKOS_URL/api/v1/clients/enroll" \
+   -H "Content-Type: application/json" \
+   -d "{\"slug\":\"ws:$HNAME\",\"hostname\":\"$HNAME\",\"mesh_ip\":\"$MESH_IP\"}")
+ AGE_PRIVKEY=$(echo "$ENROLL_RESP" | jq -r '.age_private_key')

DB integration

New migration

012_client_enrollment.up.sql:

-- No new tables needed — entities table already holds clients.
-- Add enrollment-specific attributes validation via check constraints
-- or application-level validation.

-- Enforce slug format for machine entities
-- ws:<hostname> for workstations, host:<hostname> for servers
-- (application-level validation in Go, not a DB constraint)

-- Add index for slug-based client lookups
CREATE INDEX IF NOT EXISTS idx_entities_slug_type
  ON entities (slug, type)
  WHERE type IN ('workstation', 'standalone-server', 'proxmox-host');

Entity attributes schema (for machine types)

{
  "cpu_arch": "arm64",
  "ram_gb": 16,
  "os": "macos",
  "lan_ip": "192.168.8.175",
  "mesh": {
    "netbird": {"ip": "100.122.x.x", "fqdn": "hostname.netbird.selfhosted"}
  },
  "ssh": {"user": "dtoro"},
  "age_pubkey": "age1...",
  "enrolled_at": "2026-07-07T12:00:00Z",
  "enrolled_by": "ws:mac-mini",
  "infisical_identity_id": "identity_abc123"
}

All attributes are stored in the attributes JSONB column on the entities table. Validation happens at the application layer (Go) using the schema defined in seeds/ontology.yaml.

MCP tools to add

These are documented in AGENTS.md section 3 but not implemented in the Go MCP server. Implementation: register in internal/mcp/server.go.

Tool	Input	Output	Implementation
whoami	hostname	Entity record, peers, accessible secrets, health	DB lookup by slug derived from hostname
list_my_secrets	caller_pubkey?	Secrets this client can decrypt	Infisical list + SOPS .sops.yaml match
explain	service_slug	Compact context card: type, state, health, relations, last change	DB join: entity + entity_status + audit_log
preflight	service_slug	Risk class, approval requirement, verification command	Policy classifier on the entity's type
get_change_history	entity_slug, limit	Last N audit_log entries for entity	DB query on audit_log table
get_state_snapshot	none	Last scheduler Observe pass: health, disk, drift count	DB query on entity_status + signals

API endpoints to add

Add to api/openapi.yaml, regenerate with make generate, implement in internal/httpapi/impl.go.

Method	Path	Scope	Purpose
POST	/api/v1/clients/enroll	agent	Issue age key, validate mesh, set state → provisioning
POST	/api/v1/clients/{slug}/activate	operator	Run transition checks, state → active
POST	/api/v1/clients/{slug}/deprecate	operator	State → deprecated
POST	/api/v1/clients/{slug}/destroy	operator	Run destroy checks, revoke secrets, state → destroyed
POST	/api/v1/clients/{slug}/fail	operator	State → failed with reason
GET	/api/v1/clients/{slug}/secrets	agent	List secrets this client can access

Files changed

File	Change
bootstrap.sh	Replace git clone with thin fetch of AGENTS.md + OIKOS.md + tools/. Replace secrets.hubris.network/issue with POST /api/v1/clients/enroll. Replace sync timer with context poller. Remove dead symlinks.
api/openapi.yaml	Add workstation enrollment, lifecycle, secret, and context endpoints. Add compute entity provision, status, retry endpoints.
internal/httpapi/impl.go	Implement workstation lifecycle handlers. Implement compute entity provisioning handlers.
internal/db/queries/clients.sql	Add client-specific sqlc queries (lookup by slug+type, capacity checks)
internal/db/queries/entities.sql	Add provision validation queries (VMID collision, IP collision, template availability)
internal/mcp/server.go	Register whoami, explain, preflight, get_change_history, get_state_snapshot, list_my_secrets
internal/secrets/infisical.go	Add CreateMachineIdentity, DeleteMachineIdentity, StoreClientKey
internal/actuator/actuator.go	Add ProvisionLXC, ProvisionVM methods (pct create, start, exec, health poll)
internal/ontology/validate.go	Implement lifecycle transition checks for infrastructure lifecycle (both workstation and compute variants)
seeds/ontology.yaml	Add workstation-specific and compute-entity attribute schemas. Add provision-entity skill definition.
migrations/012_client_enrollment.up.sql	Index for slug+type lookups. Add provisioning_steps tracking table.
tools/context-poller.sh	New: lightweight daemon that polls GET /context and applies deltas
AGENTS.md	Update MCP tool list. Document thin client model.
CLIENTS.md	Update enrollment flow: thin client, API-based, no git clone.
CONTRIBUTING.md	Add compute entity provisioning as an extension point.

Files deleted or deprecated

File	Disposition
archive/secrets-issuance/	Already archived. Add deprecation notice referencing this plan.
archive/secrets-sops-backup/	Keep for DR. SOPS backups served via GET /api/v1/secrets/sops-backups.
scripts/sync/ (install.sh, linux/, macos/)	Deprecated. Replaced by tools/context-poller.sh.
tools/post-pull.sh	Keep on control plane host only. Remove from thin client distribution.
Any reference to bin/homelab	Delete or comment out in bootstrap.sh; CLI doesn't exist.
tools/*.setup.sh references	Either create the files or remove the auto-setup convention. Context poller can trigger setup scripts on delta.
Root inventory.yaml	Eventually deprecated. seeds/inventory.yaml + DB are authoritative. Keep during transition.

Phased implementation

Phase 1 — API + DB (P0, this week)

1. Write migrations/012_client_enrollment.up.sql (add provisioning_steps table)
2. Add workstation + compute entity endpoints to api/openapi.yaml
3. Run make generate
4. Implement enrollment handler (POST /api/v1/clients/enroll):
   • Age key generation
   • Infisical machine identity creation
   • Entity attribute update
   • Audit log write
5. Implement workstation lifecycle transition handlers (activate, deprecate, destroy, fail)
6. Implement GET /api/v1/clients/{slug}/secrets
7. Implement GET /api/v1/clients/{slug}/context (agent file deltas)
8. Update seeds/ontology.yaml with workstation and compute attribute schemas
9. Add sqlc queries in internal/db/queries/clients.sql

Phase 2 — Compute entity provisioning (P0, this week)

1. Implement POST /api/v1/entities/provision:
   • Entity creation in planned state
   • Constraint validation (VMID, IP, capacity, template, mounts)
   • Policy classification + operator approval flow
   • Transition to provisioning on approval
2. Implement actuator provisioning methods:
   • ProvisionLXC(slug, attributes) → pct create, pct start, package install, mount, service enable
   • ProvisionVM(slug, attributes) → qm create, qm start
3. Implement GET /api/v1/entities/{slug}/provision/status
4. Implement POST /api/v1/entities/{slug}/provision/retry
5. Write relationship edges atomically on provision completion
6. Add validation queries for collision detection

Phase 3 — MCP tools (P1, next week)

1. Register whoami(hostname) in internal/mcp/server.go
2. Register explain(service) — compact context card from DB
3. Register preflight(service) — risk classification
4. Register get_change_history(entity, limit)
5. Register get_state_snapshot()
6. Register list_my_secrets(caller_pubkey?)

Phase 4 — Thin client distribution (P1, next week)

1. Write tools/context-poller.sh — polls GET /context, writes deltas, triggers setup scripts
2. Rewrite bootstrap.sh:
   • Fetch AGENTS.md, OIKOS.md, tools/ from raw Gitea URL (not full clone)
   • Call POST /api/v1/clients/enroll
   • Install context poller (cron/launchd)
   • Remove git dependency for workstations
3. Create missing tools/setup-caveman.sh and tools/setup-hermes-soul.sh (or serve from context endpoint)
4. Test full enrollment on a fresh machine

Phase 5 — Transition check enforcement (P2, within 2 weeks)

1. Implement all provisioning → active checks (workstation and compute variants)
2. Implement all deprecated → destroyed checks (workstation and compute variants)
3. Wire checks into lifecycle transition handlers
4. Test that POST /activate fails when checks don't pass
5. Test that POST /destroy fails when inbound edges exist
6. Test that provision fails when VMID/IP collision detected

Phase 6 — Cleanup + existing client migration (P2, within 2 weeks)

1. Delete or comment-out dead code in bootstrap.sh
2. Deprecate scripts/sync/ (install.sh, systemd timer, launchd plist)
3. Keep tools/post-pull.sh for control plane host only
4. Update AGENTS.md MCP tool list + thin client model
5. Update CLIENTS.md enrollment flow
6. Archive Python secrets-issuance with final deprecation note
7. Add backward-compat: existing clients with full clones continue working; context poller runs alongside until operator removes the clone
8. Run make generate-check and full test suite

Verification

Workstation enrollment

• Fresh machine with no prior state: curl bootstrap.sh | sudo bash → fetches agent files only (no git clone), enrolls via API, machine shows up in DB as provisioning with age pubkey and Infisical identity
• Context poller running: GET /context?since=... returns file deltas
• POST /api/v1/clients/ws:test-machine/activate → state → active, all checks pass
• POST /api/v1/clients/ws:test-machine/deprecate → state → deprecated
• POST /api/v1/clients/ws:test-machine/destroy → fails if edges exist; succeeds after edges removed, secrets revoked
• MCP whoami(ws:test-machine) returns client record with peers and health

Compute entity provisioning

• POST /api/v1/entities/provision with valid LXC spec → entity created in planned, approval requested, on approval → provisioning, actuator creates LXC on host, health check passes → active
• POST /api/v1/entities/provision with conflicting VMID → 409, error message with conflicting entity slug
• POST /api/v1/entities/provision with IP already in use → 409
• POST /api/v1/entities/provision with unknown host → 400
• Relationship edges created: hosts, provides, mounts, depends-on all present after provisioning
• GET /entities/lxc:test-lxc/blast-radius → returns host, dependent services
• POST /destroy on a provisioned LXC → validates backups + edges, deletes relationships, transitions to destroyed

Integrated

• MCP explain(service:caddy) returns context card with relations and risk class
• GET /api/v1/clients/ws:test-machine/secrets returns secrets list scoped to client
• Thin client survives Infisical outage: SOPS fallback works with local age key + .sops.yaml served via context endpoint
• Existing clients with full clones continue working (no regression)
• make test test-db generate-check passes

Related

• 2026-07-07-migrate-bin-homelab-to-go.md — MCP tool completion plan (whoami, explain, preflight)
• seeds/ontology.yaml — lifecycle definitions, entity type hierarchy
• seeds/policy.yaml — risk classes, approval rules
• CLIENTS.md — client onboarding guide (update after this plan)
• bootstrap.sh — current enrollment script (rewrite in Phase 4)

Changelog

• 2026-07-07 rev 2 — added thin-client API distribution model (no git clone, no sync timer; context poller replaces 5-minute pull). Added compute entity provisioning flow (LXC/VM/container created by Oikos actuator, not self-enrolled). Extended state machine to cover both onboarding paths with type-specific transition checks, attribute schemas, and relationship edges.
• 2026-07-07 rev 1 — initial plan. Replaces Python secrets-issuance, defines full workstation lifecycle in Go, adds client API endpoints, MCP tools, and Infisical machine identity integration.