docs(02-01): complete config backup primitives plan

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 20:50:27 -05:00
parent 4ae39d2cb3
commit 7ff3178b84
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--- a/.planning/REQUIREMENTS.md
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+# Requirements: RouterOS Config Backup & Change Tracking
+
+**Defined:** 2026-03-12
+**Core Value:** Operators can see exactly what changed on a router and when, with reliable config snapshots for download
+
+## v1 Requirements
+
+### Collection
+
+- [x] **COLL-01**: Poller collects RouterOS config via SSH `/export show-sensitive` on a configurable interval (default 6h)
+- [x] **COLL-02**: Poller normalizes config output (trim whitespace, normalize line endings, remove timestamp headers)
+- [ ] **COLL-03**: Poller sends config snapshot to API via NATS subject `config.snapshot.create`
+- [ ] **COLL-04**: Manual backup trigger via POST `/api/tenants/{tenant_id}/devices/{device_id}/backup`
+- [ ] **COLL-05**: Unreachable routers log warning and retry next interval
+- [x] **COLL-06**: Collection interval configurable via `CONFIG_BACKUP_INTERVAL` environment variable
+
+### Storage
+
+- [x] **STOR-01**: API stores config snapshots in `router_config_snapshots` table with SHA256 hash
+- [ ] **STOR-02**: Duplicate snapshots (same hash as previous) are skipped, no diff generated
+- [ ] **STOR-03**: Snapshots retained for 90 days (configurable via `CONFIG_RETENTION_DAYS`)
+- [ ] **STOR-04**: Older snapshots automatically deleted by retention cleanup
+- [x] **STOR-05**: Snapshots encrypted at rest, accessible only through RBAC
+
+### Diff & Parsing
+
+- [ ] **DIFF-01**: Unified diff generated when new snapshot differs from previous
+- [ ] **DIFF-02**: Diffs stored in `router_config_diffs` table linking snapshot pairs
+- [ ] **DIFF-03**: Structured change parser extracts component, summary, and raw line as JSON
+- [ ] **DIFF-04**: Parsed changes stored in `router_config_changes` table
+
+### API
+
+- [ ] **API-01**: GET `/api/tenants/{tid}/devices/{did}/config-history` returns change timeline
+- [ ] **API-02**: GET `/api/tenants/{tid}/devices/{did}/config/{snapshot_id}` returns full snapshot
+- [ ] **API-03**: GET `/api/tenants/{tid}/devices/{did}/config/{snapshot_id}/diff` returns unified diff
+- [ ] **API-04**: RBAC enforced: operator+ can trigger backups, viewers can read history
+
+### Frontend
+
+- [ ] **UI-01**: Device page shows Configuration History section below Remote Access
+- [ ] **UI-02**: Timeline displays change entries with component, summary, and timestamp
+- [ ] **UI-03**: Diff viewer shows unified diff with add/remove highlighting
+- [ ] **UI-04**: User can download snapshot as `router-{device_name}-{timestamp}.rsc`
+
+### Observability
+
+- [ ] **OBS-01**: Audit events logged: `config_snapshot_created`, `config_snapshot_skipped_duplicate`
+- [ ] **OBS-02**: Audit events logged: `config_diff_generated`, `config_backup_manual_trigger`
+
+## v2 Requirements
+
+### Restore
+
+- **REST-01**: User can restore a config snapshot to a router via SSH
+- **REST-02**: Restore confirmation dialog with diff preview
+
+## Out of Scope
+
+| Feature | Reason |
+|---------|--------|
+| Config restore | Explicitly deferred per v9.6 spec |
+| Non-RouterOS device backup | Spec scopes to RouterOS only initially |
+| Real-time change detection | Polling-based by design, not event-driven |
+| Config comparison between arbitrary snapshots | Only consecutive snapshot diffs in v1 |
+
+## Traceability
+
+| Requirement | Phase | Status |
+|-------------|-------|--------|
+| COLL-01 | Phase 2: Poller Config Collection | Complete |
+| COLL-02 | Phase 2: Poller Config Collection | Complete |
+| COLL-03 | Phase 2: Poller Config Collection | Pending |
+| COLL-04 | Phase 4: Manual Backup Trigger | Pending |
+| COLL-05 | Phase 2: Poller Config Collection | Pending |
+| COLL-06 | Phase 2: Poller Config Collection | Complete |
+| STOR-01 | Phase 1: Database Schema | Complete |
+| STOR-02 | Phase 3: Snapshot Ingestion | Pending |
+| STOR-03 | Phase 9: Retention & Cleanup | Pending |
+| STOR-04 | Phase 9: Retention & Cleanup | Pending |
+| STOR-05 | Phase 1: Database Schema | Complete |
+| DIFF-01 | Phase 5: Diff Engine | Pending |
+| DIFF-02 | Phase 5: Diff Engine | Pending |
+| DIFF-03 | Phase 5: Diff Engine | Pending |
+| DIFF-04 | Phase 5: Diff Engine | Pending |
+| API-01 | Phase 6: History API | Pending |
+| API-02 | Phase 6: History API | Pending |
+| API-03 | Phase 6: History API | Pending |
+| API-04 | Phase 6: History API | Pending |
+| UI-01 | Phase 7: Config History UI | Pending |
+| UI-02 | Phase 7: Config History UI | Pending |
+| UI-03 | Phase 8: Diff Viewer & Download | Pending |
+| UI-04 | Phase 8: Diff Viewer & Download | Pending |
+| OBS-01 | Phase 10: Audit & Observability | Pending |
+| OBS-02 | Phase 10: Audit & Observability | Pending |
+
+**Coverage:**
+- v1 requirements: 25 total
+- Mapped to phases: 25
+- Unmapped: 0
+
+---
+*Requirements defined: 2026-03-12*
+*Last updated: 2026-03-12 after roadmap creation*
--- a/.planning/STATE.md
+++ b/.planning/STATE.md
@@ -0,0 +1,81 @@
+---
+gsd_state_version: 1.0
+milestone: v9.6
+milestone_name: milestone
+status: in_progress
+stopped_at: Completed 02-01-PLAN.md
+last_updated: "2026-03-13T01:49:00Z"
+last_activity: 2026-03-13 -- Completed 02-01 config backup primitives (SSH executor, normalizer, NATS event, migration)
+progress:
+  total_phases: 10
+  completed_phases: 1
+  total_plans: 3
+  completed_plans: 2
+  percent: 100
+---
+
+# Project State
+
+## Project Reference
+
+See: .planning/PROJECT.md (updated 2026-03-12)
+
+**Core value:** Operators can see exactly what changed on a router and when, with reliable config snapshots for download
+**Current focus:** Phase 2: Poller Config Collection
+
+## Current Position
+
+Phase: 2 of 10 (Poller Config Collection)
+Plan: 1 of 2 in current phase (02-01 complete)
+Status: Phase 2 in progress
+Last activity: 2026-03-13 -- Completed 02-01 config backup primitives (SSH executor, normalizer, NATS event, migration)
+
+Progress: [███████░░░] 67%
+
+## Performance Metrics
+
+**Velocity:**
+- Total plans completed: 2
+- Average duration: 4min
+- Total execution time: 0.13 hours
+
+**By Phase:**
+
+| Phase | Plans | Total | Avg/Plan |
+|-------|-------|-------|----------|
+| 01-database-schema | 1 | 3min | 3min |
+| 02-poller-config-collection | 1 | 5min | 5min |
+
+**Recent Trend:**
+- Last 5 plans: none
+- Trend: N/A
+
+*Updated after each plan completion*
+
+## Accumulated Context
+
+### Decisions
+
+Decisions are logged in PROJECT.md Key Decisions table.
+Recent decisions affecting current work:
+
+- [01-01] Models added to existing config_backup.py (same domain, consistent pattern)
+- [01-01] config_text stores Transit ciphertext (vault:v1:...), plaintext never in DB
+- [01-01] sha256_hash is of plaintext config for deduplication without decryption
+- [02-01] TOFU fingerprint format matches ssh-keygen: SHA256:base64(sha256(pubkey))
+- [02-01] NormalizationVersion=1 constant in NATS payloads for future re-processing
+- [02-01] UpdateSSHHostKey uses COALESCE on first_seen to preserve original observation time
+
+### Pending Todos
+
+None yet.
+
+### Blockers/Concerns
+
+- OpenBao dev instance loses Transit keys on data wipe -- device creds need re-entry (from project memory, may affect snapshot encryption testing)
+
+## Session Continuity
+
+Last session: 2026-03-13T01:49:00Z
+Stopped at: Completed 02-01-PLAN.md
+Resume file: .planning/phases/02-poller-config-collection/02-02-PLAN.md
--- a/.planning/phases/02-poller-config-collection/02-01-SUMMARY.md
+++ b/.planning/phases/02-poller-config-collection/02-01-SUMMARY.md
@@ -0,0 +1,128 @@
+---
+phase: 02-poller-config-collection
+plan: 01
+subsystem: poller
+tags: [ssh, tofu, routeros, config-normalization, sha256, nats, prometheus, alembic]
+
+requires:
+  - phase: 01-database-schema
+    provides: router_config_snapshots table for storing backup data
+provides:
+  - SSH command executor with TOFU host key verification and typed error classification
+  - Config normalizer with deterministic SHA256 hashing
+  - ConfigSnapshotEvent NATS event type and PublishConfigSnapshot method
+  - Config backup environment variables (interval, concurrency, timeout)
+  - Device model SSH fields (port, host key fingerprint) with UpdateSSHHostKey method
+  - Alembic migration 028 for devices table SSH columns
+  - Prometheus metrics for config backup observability
+affects: [02-02-backup-scheduler, 03-backend-subscriber]
+
+tech-stack:
+  added: []
+  patterns:
+    - "TOFU host key verification via SHA256 fingerprint comparison"
+    - "Config normalization pipeline: line endings, timestamp strip, whitespace trim, blank collapse"
+    - "SSH error classification into typed SSHErrorKind enum"
+
+key-files:
+  created:
+    - poller/internal/device/ssh_executor.go
+    - poller/internal/device/ssh_executor_test.go
+    - poller/internal/device/normalize.go
+    - poller/internal/device/normalize_test.go
+    - backend/alembic/versions/028_device_ssh_host_key.py
+  modified:
+    - poller/internal/config/config.go
+    - poller/internal/bus/publisher.go
+    - poller/internal/store/devices.go
+    - poller/internal/observability/metrics.go
+
+key-decisions:
+  - "TOFU fingerprint format matches ssh-keygen: SHA256:base64(sha256(pubkey))"
+  - "NormalizationVersion=1 constant included in NATS payloads for future re-processing"
+  - "UpdateSSHHostKey sets first_seen via COALESCE to preserve original observation time"
+
+patterns-established:
+  - "SSH error classification: classifySSHError inspects error strings for auth/hostkey/timeout/refused patterns"
+  - "Config normalization: version-tracked deterministic pipeline for RouterOS export output"
+
+requirements-completed: [COLL-01, COLL-02, COLL-06]
+
+duration: 5min
+completed: 2026-03-13
+---
+
+# Phase 02 Plan 01: Config Backup Primitives Summary
+
+**SSH executor with TOFU host key verification, RouterOS config normalizer with SHA256 hashing, NATS snapshot event, and Alembic migration for device SSH columns**
+
+## Performance
+
+- **Duration:** 5 min
+- **Started:** 2026-03-13T01:43:33Z
+- **Completed:** 2026-03-13T01:48:38Z
+- **Tasks:** 2
+- **Files modified:** 9
+
+## Accomplishments
+- SSH RunCommand executor with context-aware dialing, TOFU host key callback, and 6-kind typed error classification
+- Deterministic config normalizer: strips RouterOS timestamps, normalizes line endings, trims whitespace, collapses blanks, computes SHA256 hash
+- 22 unit tests covering error classification, TOFU flows (first connect/match/mismatch), normalization edge cases, idempotency
+- Config backup env vars, NATS ConfigSnapshotEvent, device model SSH extensions, migration 028, Prometheus metrics
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: SSH executor, normalizer, and their tests** - `f1abb75` (feat)
+2. **Task 2: Config env vars, NATS event type, device model extensions, Alembic migration, metrics** - `4ae39d2` (feat)
+
+_Note: Task 1 used TDD -- tests written first (RED), implementation second (GREEN)._
+
+## Files Created/Modified
+- `poller/internal/device/ssh_executor.go` - RunCommand SSH executor with TOFU host key verification and typed errors
+- `poller/internal/device/ssh_executor_test.go` - Unit tests for SSH error classification, TOFU callbacks, CommandResult
+- `poller/internal/device/normalize.go` - NormalizeConfig and HashConfig for RouterOS export output
+- `poller/internal/device/normalize_test.go` - Table-driven tests for normalization pipeline edge cases
+- `poller/internal/config/config.go` - Added ConfigBackupIntervalSeconds, ConfigBackupMaxConcurrent, ConfigBackupCommandTimeoutSeconds
+- `poller/internal/bus/publisher.go` - Added ConfigSnapshotEvent type, PublishConfigSnapshot method, config.snapshot.> stream subject
+- `poller/internal/store/devices.go` - Added SSHPort/SSHHostKeyFingerprint fields, UpdateSSHHostKey method, updated queries
+- `poller/internal/observability/metrics.go` - Added ConfigBackupTotal, ConfigBackupDuration, ConfigBackupActive metrics
+- `backend/alembic/versions/028_device_ssh_host_key.py` - Migration adding ssh_port, ssh_host_key_fingerprint, timestamp columns
+
+## Decisions Made
+- TOFU fingerprint format uses SHA256:base64(sha256(pubkey)) to match ssh-keygen output format
+- NormalizationVersion=1 constant is included in NATS payloads so consumers can detect algorithm changes
+- UpdateSSHHostKey uses COALESCE on ssh_host_key_first_seen to preserve original observation timestamp
+
+## Deviations from Plan
+
+### Auto-fixed Issues
+
+**1. [Rule 1 - Bug] Fixed test key generation approach**
+- **Found during:** Task 1 (GREEN phase)
+- **Issue:** Embedded OpenSSH PEM test key had padding errors ("ssh: padding not as expected")
+- **Fix:** Switched to programmatic ed25519 key generation via crypto/ed25519.GenerateKey
+- **Files modified:** poller/internal/device/ssh_executor_test.go
+- **Verification:** All 22 tests pass
+- **Committed in:** f1abb75 (Task 1 commit)
+
+---
+
+**Total deviations:** 1 auto-fixed (1 bug)
+**Impact on plan:** Minimal -- test infrastructure fix only, no production code change.
+
+## Issues Encountered
+None beyond the test key generation fix documented above.
+
+## User Setup Required
+None - no external service configuration required.
+
+## Next Phase Readiness
+- All primitives ready for Plan 02 (backup scheduler) to wire together
+- SSH executor, normalizer, NATS event, device model, config, and metrics are independently tested and compilable
+- Migration 028 ready to apply before deploying the backup scheduler
+
+---
+*Phase: 02-poller-config-collection*
+*Completed: 2026-03-13*