docs(vault): add safe-session local CA cutover runbook #614

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pdurlej merged 1 commit from codex/m04-safe-session-cutover-runbook into main 2026-05-29 22:08:35 +02:00

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codex commented 2026-05-29 20:20:29 +02:00

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Canary status: pending — Forgejo Actions must run before merge.

Canary Context Pack

Product story

M04 Vault sunset needs a reversible, evidence-first cutover from Vault SSH signing to the local safe-session OpenSSH CA signer, while keeping Infisical as the only canonical secret source.

What changed

• Added an explicit compose overlay for safe-session-api local signer mode.
• Added a read-only preflight script for the rendered CA key and safe-session container prerequisites.
• Added a cutover runbook with preconditions, smoke evidence, rollback, and destructive-cleanup boundary.

Why it changed

Vault is still running on RS2000, but observed inventory shows no KV secrets and only the safe-session SSH signing path remains. This PR prepares the runtime cutover without performing it.

Files touched

• compose/overlays/safe-session-local-ca.yaml
• scripts/cutover/safe-session-local-ca-preflight.sh
• runbooks/safe-session-local-ca-cutover.md

Relevant context

• decisions/0024-infisical-primary-secrets-pipeline.md
• migrations/vault-to-infisical.md
• docs/specs/vault-to-infisical-migration-v0/02-plan-and-tasks.md
• PR #612
• PR #613

Runtime evidence

No runtime mutation was performed. Validation run locally:

bash -n scripts/cutover/safe-session-local-ca-preflight.sh: pass
platformctl validate all --json: pass, exitCode=0, 88 modules

Known constraints

• The overlay is opt-in only and requires PLATFORM_RUNTIME_SAFE_SESSION_CA_KEY_FILE.
• The CA key remains outside git and must be rendered from Infisical on RS2000.
• Runtime cutover still requires the operator phrase m04-vault-runtime-cutover-approved.
• Destructive Vault cleanup still requires m04-vault-destructive-cleanup-approved.

Explicit out-of-scope

• No Infisical writes.
• No safe-session restart.
• No Vault stop/delete.
• No issue/comment mutation.
• No change to allowed principals beyond the observed llmops parity.

Requested decision

Approve this as the nondestructive cutover runbook/guardrail PR.

Merge blockers

• Red Forgejo checks.
• Evidence that the overlay could create an accidental writable secret mount.
• Evidence that the preflight leaks key material.
• Evidence that the runbook authorizes Vault shutdown/deletion without the explicit gate.

DeepSeek V4 Pro redteam

DeepSeek V4 Pro reviewed the overlay, preflight, and runbook and returned APPROVE. The review called out no blockers; the main caveat was that modes 0500/0700 are owner-only but executable, which is acceptable for the host-key preflight and can be tightened later if desired.

Validation

• bash -n scripts/cutover/safe-session-local-ca-preflight.sh — pass
• UV_CACHE_DIR=/private/tmp/codex-uv-cache PYTHONPATH=control-plane uv run --project control-plane python -m platformctl.cli validate all --json — pass (exitCode=0, 88 modules)

Spec sources read

• AGENTS.md — Forgejo identity and PR contract
• docs/forgejo-agent-operations.md — Forgejo write path and identity rules
• decisions/0024-infisical-primary-secrets-pipeline.md — M04 boundary
• migrations/vault-to-infisical.md — migration plan
• docs/specs/vault-to-infisical-migration-v0/02-plan-and-tasks.md — task sequencing
• scripts/safe-session-api/local_signer.py — signer contract from PR #613
• scripts/safe-session-api/server.py — runtime signer mode contract from PR #613

Refs #64
Refs #609

Canary status: pending — Forgejo Actions must run before merge. ## Canary Context Pack ### Product story M04 Vault sunset needs a reversible, evidence-first cutover from Vault SSH signing to the local safe-session OpenSSH CA signer, while keeping Infisical as the only canonical secret source. ### What changed - Added an explicit compose overlay for `safe-session-api` local signer mode. - Added a read-only preflight script for the rendered CA key and safe-session container prerequisites. - Added a cutover runbook with preconditions, smoke evidence, rollback, and destructive-cleanup boundary. ### Why it changed Vault is still running on RS2000, but observed inventory shows no KV secrets and only the safe-session SSH signing path remains. This PR prepares the runtime cutover without performing it. ### Files touched - `compose/overlays/safe-session-local-ca.yaml` - `scripts/cutover/safe-session-local-ca-preflight.sh` - `runbooks/safe-session-local-ca-cutover.md` ### Relevant context - `decisions/0024-infisical-primary-secrets-pipeline.md` - `migrations/vault-to-infisical.md` - `docs/specs/vault-to-infisical-migration-v0/02-plan-and-tasks.md` - PR #612 - PR #613 ### Runtime evidence No runtime mutation was performed. Validation run locally: ```text bash -n scripts/cutover/safe-session-local-ca-preflight.sh: pass platformctl validate all --json: pass, exitCode=0, 88 modules ``` ### Known constraints - The overlay is opt-in only and requires `PLATFORM_RUNTIME_SAFE_SESSION_CA_KEY_FILE`. - The CA key remains outside git and must be rendered from Infisical on RS2000. - Runtime cutover still requires the operator phrase `m04-vault-runtime-cutover-approved`. - Destructive Vault cleanup still requires `m04-vault-destructive-cleanup-approved`. ### Explicit out-of-scope - No Infisical writes. - No safe-session restart. - No Vault stop/delete. - No issue/comment mutation. - No change to allowed principals beyond the observed `llmops` parity. ### Requested decision Approve this as the nondestructive cutover runbook/guardrail PR. ### Merge blockers - Red Forgejo checks. - Evidence that the overlay could create an accidental writable secret mount. - Evidence that the preflight leaks key material. - Evidence that the runbook authorizes Vault shutdown/deletion without the explicit gate. ## DeepSeek V4 Pro redteam DeepSeek V4 Pro reviewed the overlay, preflight, and runbook and returned APPROVE. The review called out no blockers; the main caveat was that modes `0500/0700` are owner-only but executable, which is acceptable for the host-key preflight and can be tightened later if desired. ## Validation - `bash -n scripts/cutover/safe-session-local-ca-preflight.sh` — pass - `UV_CACHE_DIR=/private/tmp/codex-uv-cache PYTHONPATH=control-plane uv run --project control-plane python -m platformctl.cli validate all --json` — pass (`exitCode=0`, 88 modules) ## Spec sources read - `AGENTS.md` — Forgejo identity and PR contract - `docs/forgejo-agent-operations.md` — Forgejo write path and identity rules - `decisions/0024-infisical-primary-secrets-pipeline.md` — M04 boundary - `migrations/vault-to-infisical.md` — migration plan - `docs/specs/vault-to-infisical-migration-v0/02-plan-and-tasks.md` — task sequencing - `scripts/safe-session-api/local_signer.py` — signer contract from PR #613 - `scripts/safe-session-api/server.py` — runtime signer mode contract from PR #613 Refs #64 Refs #609

codex added 1 commit 2026-05-29 20:20:29 +02:00

docs(vault): add safe-session local CA cutover runbook db32650348

codex added the

class/security-sensitive

label 2026-05-29 20:24:41 +02:00

codex force-pushed codex/m04-safe-session-cutover-runbook from db32650348 to 86eaa7b5bc 2026-05-29 21:19:19 +02:00 Compare

codex force-pushed codex/m04-safe-session-cutover-runbook from 86eaa7b5bc to 11aef9acf4 2026-05-29 21:44:52 +02:00 Compare

codex commented 2026-05-29 21:54:48 +02:00

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Patchwarden PR sanity

• Status: advisory_findings
• PR: 614
• Commit: 2c2848e3f70dd56eceb1681a72cbdeba9e54ae73
• Security-sensitive label: present
• Authority: advisory model review plus deterministic blockers only
• 3+3 canary: still alive; this does not replace it

Deterministic findings

No deterministic findings.

Model reviewers

global-glm / glm-5.1:cloud

• Status: ok

• Verdict: OK

• low Preflight mode check accepts 500/700 despite runbook stating '0600 or stricter'

  • Evidence: scripts/cutover/safe-session-local-ca-preflight.sh line 27: case "$mode" in 400|500|600|700) ;;accepts mode 700 (rwx for owner), but runbooks/safe-session-local-ca-cutover.md line 21 states 'mode0600 or stricter'. Mode 700 adds execut
  • Next: Consider tightening the case pattern to 400|600 only, or update the runbook to accurately reflect that modes 500/700 are accepted. This is a hardening opportunity, not a blocker, since 700 is still owner-only.

global-deepseek / deepseek-v4-pro:cloud

• Status: ok
• Verdict: OK
• Findings: none

redteam / kimi-k2.6:cloud

• Status: ok

• Verdict: NOT_OK

• high Preflight omits owner validation despite runbook requiring root:root

  • Evidence: scripts/cutover/safe-session-local-ca-preflight.sh lines 27-28 compute owner="$(stat ... )"and line 44 emits it inok(), but never enforce the value; runbooks/safe-session-local-ca-cutover.md explicitly lists the precondition 'The rend
  • Next: Add an explicit ownership guard to the preflight script before the ok() call: if [[ "$owner" != "root:root" ]]; then fail "ca_key_owner_must_be_root:root"; fi

Policy notes

• GLM 5.1 + DeepSeek V4 Pro are the operator-required model mix for this bot.
• Optional red-team model is enabled only when PLATFORMCTL_PR_SANITY_REDTEAM_MODEL is configured.
• Auto-merge is not enabled here.

<!-- patchwarden-pr-sanity:pdurlej/platform:PR-614 --> # Patchwarden PR sanity - Status: `advisory_findings` - PR: `614` - Commit: `2c2848e3f70dd56eceb1681a72cbdeba9e54ae73` - Security-sensitive label: `present` - Authority: advisory model review plus deterministic blockers only - 3+3 canary: still alive; this does not replace it ## Deterministic findings No deterministic findings. ## Model reviewers ### `global-glm` / `glm-5.1:cloud` - Status: `ok` - Verdict: `OK` - **`low`** Preflight mode check accepts 500/700 despite runbook stating '0600 or stricter' - Evidence: `scripts/cutover/safe-session-local-ca-preflight.sh line 27: `case "$mode" in 400|500|600|700) ;;` accepts mode 700 (rwx for owner), but runbooks/safe-session-local-ca-cutover.md line 21 states 'mode `0600` or stricter'. Mode 700 adds execut` - Next: Consider tightening the case pattern to `400|600` only, or update the runbook to accurately reflect that modes 500/700 are accepted. This is a hardening opportunity, not a blocker, since 700 is still owner-only. ### `global-deepseek` / `deepseek-v4-pro:cloud` - Status: `ok` - Verdict: `OK` - Findings: none ### `redteam` / `kimi-k2.6:cloud` - Status: `ok` - Verdict: `NOT_OK` - **`high`** Preflight omits owner validation despite runbook requiring root:root - Evidence: `scripts/cutover/safe-session-local-ca-preflight.sh lines 27-28 compute `owner="$(stat ... )"` and line 44 emits it in `ok()`, but never enforce the value; runbooks/safe-session-local-ca-cutover.md explicitly lists the precondition 'The rend` - Next: Add an explicit ownership guard to the preflight script before the ok() call: `if [[ "$owner" != "root:root" ]]; then fail "ca_key_owner_must_be_root:root"; fi` ## Policy notes - GLM 5.1 + DeepSeek V4 Pro are the operator-required model mix for this bot. - Optional red-team model is enabled only when `PLATFORMCTL_PR_SANITY_REDTEAM_MODEL` is configured. - Auto-merge is not enabled here.

codex force-pushed codex/m04-safe-session-cutover-runbook from 11aef9acf4 to 1c7f99a360 2026-05-29 21:55:47 +02:00 Compare

codex force-pushed codex/m04-safe-session-cutover-runbook from 1c7f99a360 to 2c2848e3f7 2026-05-29 22:03:04 +02:00 Compare

pdurlej merged commit 77e413c523 into main 2026-05-29 22:08:35 +02:00

codex referenced this pull request 2026-05-29 22:54:27 +02:00

docs(migrations): vault-to-infisical Phase 1-5 execution #64

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