Keep the production Vault private and reach its UI through SSH

The UI stays reachable on the private addresses only. Integrated raft storage runs with mlock disabled, as on the platform Vault and as Vault recommends for raft.

AGENTS.md

@@ -13,17 +13,14 @@
 - Never commit autogenerated code to the repository. This applies to backend,
   frontend, shared packages, and every other module, including generated
   protobuf bindings, API clients, serializers, and framework-generated code.
-- Use externally published schemas as generation inputs. Do not embed or commit
+- Commit the source definitions, generator configuration, and reproducible
-  schema snapshots in the repository. Commit external schema references,
+  generation commands instead. Generate code locally or during build and CI
-  generator configuration, and reproducible generation commands instead.
+  workflows before any dependent validation or compilation steps.
-- Fetch the externally published schemas and generate code at build time, before
-  any dependent validation or compilation steps, including in CI.
 - Keep generated outputs ignored by Git. Do not force-add ignored generated
   files or copy generated code into tracked source files.
-- Change schema sources in their owning project or update external schema
+- Change the source definitions or generator inputs rather than editing
-  references and generator inputs rather than editing generated outputs.
+  generated outputs. Document the generation workflow so a clean checkout can
-  Document the generation workflow so a clean checkout can build without
+  build without committed generated code.
-  committed generated code or embedded schema snapshots.
 
 ## Local development tooling
 

Makefile

@@ -80,6 +80,12 @@ test-dev:
 	sh infra/local/tools.sh test
 	sh infra/local/tools.sh verify
 
+# Production pins (infra/prod/README.md): resolved once, copied to every node.
+.PHONY: prod-images
+prod-images:
+	sh infra/local/tools.sh build
+	sh infra/local/tools.sh prod-images
+
 .PHONY: test-dev-infra
 test-dev-infra:
 	sh infra/local/tools.sh test

infra/local/scripts/dispatch.sh

@@ -5,6 +5,7 @@ set -o pipefail
 . infra/local/scripts/secrets.sh
 case "${1:-}" in
  images) . infra/local/scripts/images.sh; images;;
+ prod-images) TOOL_STATE="$PWD/.local"; . infra/local/scripts/images.sh; prod_images;;
  up) . infra/local/scripts/bootstrap.sh; up;;
  email) . infra/local/scripts/bootstrap.sh; email;;
  sendico) . infra/local/scripts/bootstrap.sh; . infra/local/scripts/sendico.sh; configure_sendico;;

infra/local/scripts/images.sh

@@ -22,3 +22,10 @@ images() (
  cat "$WORK/images.env" | write "$STATE/images.env"
  cat "$STATE/images.env"
 )
+# Production pins: one resolution for every node of a cluster, so all of them
+# run the same build. Written outside .local/dev; copied to the servers.
+prod_images() (
+ ref=$(image hashicorp/vault latest) || exit 1
+ printf 'VAULT_IMAGE=%s\n' "$ref" | write "$PWD/.local/prod/images.env"
+ cat "$PWD/.local/prod/images.env"
+)

infra/local/scripts/test.sh

@@ -3,7 +3,7 @@ set -eu
 set -o pipefail
 # Shell syntax and static analysis cover the actual container shell scripts.
 shellcheck -s ash -x -S warning infra/local/scripts/dispatch.sh infra/local/scripts/test.sh
-shellcheck -x -S warning infra/local/tools.sh infra/local/scripts/start-service.sh infra/local/mongo/start.sh infra/local/nats/start.sh infra/local/vault/start.sh
+shellcheck -x -S warning infra/local/tools.sh infra/local/scripts/start-service.sh infra/local/mongo/start.sh infra/local/nats/start.sh infra/local/vault/start.sh infra/prod/vault/start.sh
 shellcheck -s ash -x -S warning infra/local/sendico/session.sh infra/local/sendico/check.sh infra/local/sendico/network.sh
 . infra/local/scripts/common.sh
 . infra/local/scripts/images.sh

infra/prod/README.md

@@ -0,0 +1,97 @@
+# Production
+
+Production runs on two servers of the shared private network: `exch`
+(192.168.10.191), the SXCHNGE server, and `infra-gamma` (192.168.10.98), which
+keeps the third copy of the data. Each component runs two nodes on `exch` and
+one on `infra-gamma`: losing `infra-gamma` keeps the majority, losing one node on
+`exch` keeps two of three. Every server runs plain Docker Compose; files are
+deployed to `/srv/sxchnge/<component>` on the server.
+
+Ports are published on the private addresses only. Traffic between the servers
+is not wrapped in TLS: the network is private and limited by security groups,
+and every component authenticates its peers.
+
+## Vault
+
+[#74](https://git.sendico.io/tech/sxchnge/issues/74). Three raft nodes:
+
+| Node | Server | API | Cluster | Compose |
+| --- | --- | --- | --- | --- |
+| `sxchnge-vault-1` | exch | 192.168.10.191:8200 | :8201 | `vault/exch.yml` |
+| `sxchnge-vault-2` | exch | 192.168.10.191:8210 | :8211 | `vault/exch.yml` |
+| `sxchnge-vault-3` | infra-gamma | 192.168.10.98:8200 | :8201 | `vault/gamma.yml` |
+
+Containers on `exch` join the Docker network `sxchnge` and use
+`http://vault:8200`; the alias belongs to both local nodes. A standby node
+forwards requests to the active one, so the leader may be on any server.
+
+Vault is not published to the internet. Its UI is opened through an SSH tunnel
+from an administrator's machine, for example
+`ssh -N -L 8200:192.168.10.191:8200 exch` and then `http://localhost:8200/ui`.
+
+Nodes unseal themselves with the `transit` seal on the platform Vault
+(`https://vault.sendico.io`, key `transit/keys/sxchnge-vault-unseal`). Each server
+has its own periodic token in `secrets/transit-token` (root, mode 600, not in Git)
+that may only encrypt and decrypt with that key. If the platform Vault is
+unreachable while a node starts, the node stays sealed until it is reachable
+again; running nodes are not affected. `vault operator init` returns recovery
+keys, not unseal keys: they authorize operations such as generating a new root
+token but cannot unseal a node. Only the transit key can. Its backup
+(`transit/backup/sxchnge-vault-unseal`), the recovery keys and the root token are
+kept outside the servers by their holders; see "Platform Vault lost".
+
+`make prod-images` resolves the latest stable Vault release and pins its digest in
+ignored `.local/prod/images.env`. All three nodes get the same file: a cluster
+runs one build, and an upgrade is a separate rollout of a new file, one node at a
+time.
+
+### First rollout
+
+1. On the platform Vault, with an administrator token:
+
+   ```sh
+   vault secrets list | grep -q '^transit/' || vault secrets enable transit
+   vault write transit/keys/sxchnge-vault-unseal exportable=true allow_plaintext_backup=true
+   vault read -field=backup transit/backup/sxchnge-vault-unseal   # store with the holders, then clear the terminal
+   vault policy write sxchnge-vault-unseal - <<'EOF'
+   path "transit/encrypt/sxchnge-vault-unseal" { capabilities = ["update"] }
+   path "transit/decrypt/sxchnge-vault-unseal" { capabilities = ["update"] }
+   EOF
+   ```
+
+   Create one token per server and write it straight into that server's
+   `/srv/sxchnge/vault/secrets/transit-token`, never to a terminal or a log:
+
+   ```sh
+   vault token create -orphan -period=768h -policy=sxchnge-vault-unseal \
+     -display-name=sxchnge-vault-<server> -field=token
+   ```
+
+2. Copy `vault/` and `.local/prod/images.env` to `/srv/sxchnge/vault` on both
+   servers.
+3. Start the nodes: on `exch`
+   `docker compose --env-file images.env -f exch.yml up -d`, on `infra-gamma`
+   the same with `gamma.yml`.
+4. Initialize once, on `exch`:
+   `docker exec -it sxchnge-vault-vault-1-1 vault operator init -recovery-shares=5 -recovery-threshold=3`.
+   The output is shown once; store the recovery keys and the root token with
+   their holders. Revoke the root token after the bootstrap; a new one is
+   generated with the recovery keys when needed.
+5. Check: `vault operator raft list-peers` lists three voters; `docker restart`
+   of each node in turn unseals it without a person and the raft committed index
+   matches on all three.
+
+### Replacing a node
+
+Stop the node, remove it with `vault operator raft remove-peer <node id>`,
+delete its volume and start it again: it joins through `retry_join` and copies the
+data from the leader. A node keeps its node id and addresses; moving it to
+another server is a change of its config file and of every `retry_join` list.
+
+### Platform Vault lost
+
+Running nodes keep working. To start a node without the platform Vault, start
+any temporary Vault, enable `transit`, load the stored key backup with
+`vault write transit/restore/sxchnge-vault-unseal backup=<backup>`, issue a token
+with the policy above, and point `address` in the node configs at that Vault.
+Without the key backup the data cannot be unsealed again.

infra/prod/vault/config/vault-1.hcl

@@ -0,0 +1,30 @@
+# SXCHNGE production Vault, node 1. Only api_addr, cluster_addr and node_id
+# differ between the three node files.
+ui            = true
+disable_mlock = true
+api_addr      = "http://192.168.10.191:8200"
+cluster_addr  = "https://192.168.10.191:8201"
+
+listener "tcp" {
+  address         = "0.0.0.0:8200"
+  cluster_address = "0.0.0.0:8201"
+  # Plain HTTP on the private network; raft and request forwarding on the
+  # cluster port are encrypted by Vault itself.
+  tls_disable     = 1
+}
+
+storage "raft" {
+  path    = "/vault/file"
+  node_id = "sxchnge-vault-1"
+  retry_join { leader_api_addr = "http://192.168.10.191:8200" }
+  retry_join { leader_api_addr = "http://192.168.10.191:8210" }
+  retry_join { leader_api_addr = "http://192.168.10.98:8200" }
+}
+
+# Auto-unseal with the platform Vault. The token comes from VAULT_TOKEN, set by
+# start.sh from the secret file; recovery keys stay with people.
+seal "transit" {
+  address    = "https://vault.sendico.io"
+  mount_path = "transit/"
+  key_name   = "sxchnge-vault-unseal"
+}

infra/prod/vault/config/vault-2.hcl

@@ -0,0 +1,30 @@
+# SXCHNGE production Vault, node 2. Only api_addr, cluster_addr and node_id
+# differ between the three node files.
+ui            = true
+disable_mlock = true
+api_addr      = "http://192.168.10.191:8210"
+cluster_addr  = "https://192.168.10.191:8211"
+
+listener "tcp" {
+  address         = "0.0.0.0:8200"
+  cluster_address = "0.0.0.0:8201"
+  # Plain HTTP on the private network; raft and request forwarding on the
+  # cluster port are encrypted by Vault itself.
+  tls_disable     = 1
+}
+
+storage "raft" {
+  path    = "/vault/file"
+  node_id = "sxchnge-vault-2"
+  retry_join { leader_api_addr = "http://192.168.10.191:8200" }
+  retry_join { leader_api_addr = "http://192.168.10.191:8210" }
+  retry_join { leader_api_addr = "http://192.168.10.98:8200" }
+}
+
+# Auto-unseal with the platform Vault. The token comes from VAULT_TOKEN, set by
+# start.sh from the secret file; recovery keys stay with people.
+seal "transit" {
+  address    = "https://vault.sendico.io"
+  mount_path = "transit/"
+  key_name   = "sxchnge-vault-unseal"
+}

infra/prod/vault/config/vault-3.hcl

@@ -0,0 +1,30 @@
+# SXCHNGE production Vault, node 3. Only api_addr, cluster_addr and node_id
+# differ between the three node files.
+ui            = true
+disable_mlock = true
+api_addr      = "http://192.168.10.98:8200"
+cluster_addr  = "https://192.168.10.98:8201"
+
+listener "tcp" {
+  address         = "0.0.0.0:8200"
+  cluster_address = "0.0.0.0:8201"
+  # Plain HTTP on the private network; raft and request forwarding on the
+  # cluster port are encrypted by Vault itself.
+  tls_disable     = 1
+}
+
+storage "raft" {
+  path    = "/vault/file"
+  node_id = "sxchnge-vault-3"
+  retry_join { leader_api_addr = "http://192.168.10.191:8200" }
+  retry_join { leader_api_addr = "http://192.168.10.191:8210" }
+  retry_join { leader_api_addr = "http://192.168.10.98:8200" }
+}
+
+# Auto-unseal with the platform Vault. The token comes from VAULT_TOKEN, set by
+# start.sh from the secret file; recovery keys stay with people.
+seal "transit" {
+  address    = "https://vault.sendico.io"
+  mount_path = "transit/"
+  key_name   = "sxchnge-vault-unseal"
+}

infra/prod/vault/exch.yml

@@ -0,0 +1,59 @@
+# SXCHNGE production Vault on exch: nodes 1 and 2 of three (#74). Node 3 runs
+# on infra-gamma (gamma.yml). Ports are published on the private address only.
+name: sxchnge-vault
+
+x-vault: &vault
+  image: ${VAULT_IMAGE:?Run make prod-images and copy images.env}
+  restart: unless-stopped
+  cap_add: [IPC_LOCK]
+  ulimits: {memlock: {soft: -1, hard: -1}}
+  environment:
+    VAULT_ADDR: http://127.0.0.1:8200
+    SKIP_SETCAP: 'true'
+  entrypoint: [/bin/sh, /etc/vault/start.sh]
+  secrets: [transit-token]
+  healthcheck:
+    test: [CMD-SHELL, 'vault status >/dev/null']
+    interval: 10s
+    timeout: 5s
+    retries: 6
+
+services:
+  vault-1:
+    <<: *vault
+    ports:
+      - 192.168.10.191:8200:8200
+      - 192.168.10.191:8201:8201
+    volumes:
+      - vault-1-data:/vault/file
+      - ./config/vault-1.hcl:/vault/config/vault.hcl:ro
+      - ./start.sh:/etc/vault/start.sh:ro
+    networks:
+      sxchnge:
+        aliases: [vault]
+
+  vault-2:
+    <<: *vault
+    ports:
+      - 192.168.10.191:8210:8200
+      - 192.168.10.191:8211:8201
+    volumes:
+      - vault-2-data:/vault/file
+      - ./config/vault-2.hcl:/vault/config/vault.hcl:ro
+      - ./start.sh:/etc/vault/start.sh:ro
+    networks:
+      sxchnge:
+        aliases: [vault]
+
+secrets:
+  transit-token:
+    file: ./secrets/transit-token
+
+volumes:
+  vault-1-data:
+  vault-2-data:
+
+# Applications on exch join this network and use http://vault:8200.
+networks:
+  sxchnge:
+    name: sxchnge

infra/prod/vault/gamma.yml

@@ -0,0 +1,34 @@
+# SXCHNGE production Vault on infra-gamma: node 3 of three (#74). It keeps a
+# copy of the data off exch; nodes 1 and 2 run on exch (exch.yml).
+name: sxchnge-vault
+
+services:
+  vault-3:
+    image: ${VAULT_IMAGE:?Run make prod-images and copy images.env}
+    restart: unless-stopped
+    cap_add: [IPC_LOCK]
+    ulimits: {memlock: {soft: -1, hard: -1}}
+    environment:
+      VAULT_ADDR: http://127.0.0.1:8200
+      SKIP_SETCAP: 'true'
+    entrypoint: [/bin/sh, /etc/vault/start.sh]
+    secrets: [transit-token]
+    healthcheck:
+      test: [CMD-SHELL, 'vault status >/dev/null']
+      interval: 10s
+      timeout: 5s
+      retries: 6
+    ports:
+      - 192.168.10.98:8200:8200
+      - 192.168.10.98:8201:8201
+    volumes:
+      - vault-3-data:/vault/file
+      - ./config/vault-3.hcl:/vault/config/vault.hcl:ro
+      - ./start.sh:/etc/vault/start.sh:ro
+
+secrets:
+  transit-token:
+    file: ./secrets/transit-token
+
+volumes:
+  vault-3-data:

infra/prod/vault/start.sh

@@ -0,0 +1,8 @@
+#!/bin/sh
+# Hands the transit seal token to the Vault server process only: it is read
+# from the secret file here, so it is not part of the container environment.
+set -eu
+VAULT_TOKEN=$(cat /run/secrets/transit-token)
+[ -n "$VAULT_TOKEN" ] || { echo 'Empty transit seal token' >&2; exit 1; }
+export VAULT_TOKEN
+exec docker-entrypoint.sh vault server -config=/vault/config/vault.hcl