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OpenPXE/docs/NEXT_PHASE.md
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Miles Ward e3452fe976 v0.3.0 — rebrand: PXEForge → OpenPXE, Gated → Queued Deployment
Full rename to match the openpxe.com brand. The product now reads as a
polished open-source project rather than a personal-tool nickname:
the anvil/forge metaphor is gone, replaced with the rainbow-horizon
brand mark from the marketing site.

## Naming changes

**PXEForge → OpenPXE** everywhere it's user-visible or developer-
facing:
- All 8 crate package names (`pxeforge-*` → `openpxe-*`).
- The bin crate dir + binary (`crates/pxeforge` → `crates/openpxe`,
  `bin = "openpxe"`).
- Env vars: `PXEFORGE_*` → `OPENPXE_*` (no compat shim — pre-beta).
- Tracing targets: `pxeforge::*` → `openpxe::*`.
- Prometheus metrics: `pxeforge_*` → `openpxe_*` (pre-beta; nobody
  has dashboards on these yet).
- Container image: `gitea.milesward.dev/mward4/openpxe:0.3.0`.
- All in-tree paths: `/var/lib/openpxe/{isos,work,smb}`,
  `/usr/share/openpxe/ipxe`, `/etc/openpxe/...`.
- Unraid template renamed `pxeforge.xml` → `openpxe.xml`.
- README, NEXT_PHASE.md, architecture.md, comments, and the WebUI
  brand string.

**Gated Deployment → Queued Deployment** as the user-facing concept:
- `Settings::TimeoutAction::GatedDeployment` →
  `QueuedDeployment` (with `#[serde(alias = "gated_deployment")]`
  so v0.2.0 settings.json files keep deserializing).
- Rust types: `Gate` → `QueueEntry`, `GateQueue` → `DeploymentQueue`,
  `GateInner` → `QueueEntryInner`.
- File: `crates/core/src/gate.rs` → `crates/core/src/queue.rs`.
- HTTP routes: `/api/gate/*` → `/api/queue/*`. The JSON list key
  flipped from `"gates"` to `"entries"` to match.
- iPXE shortcut: `/boot/_gate.ipxe` → `/boot/_queue.ipxe`. The
  top-level menu's item id is now `queue` instead of `gate`.
- WebUI sidebar tab: "Forge Gate" → "Queue".
- Field on `AppState`: `gates` → `queue`.

## Brand assets

The anvil + forging-sparks logos are dropped:
- `logo.svg` is now a 24×24 medallion filled with the
  `rainbow-horizon` gradient from openpxe.com (sliding hue rotation
  via SMIL on the gradient stops, no JS needed).
- `anvil-forge.svg` renamed to `loader.svg` and rebuilt as a 64×64
  louder version of the same disc — used for page-load transitions
  and the imaging-progress widget. Adds a subtle scale pulse and a
  white inner-glow so it has dimensionality on either theme.

## CSS rename

- `.forge-progress` → `.queue-progress`
- `.forge-progress .anvil` → `.queue-progress .mark`
- `@keyframes forge-sheen` → `queue-sheen`
- `.loader .anvil` → `.loader .mark`
- "Heating the forge…" loader text → "Loading…"

The rest of the layout is untouched. Light/dark theme tokens and the
sidebar/topbar structure carry over from v0.2.0 unchanged — the
brief was "keeping the UI similar."

## Validation

- `cargo build --workspace` — clean.
- `cargo clippy --workspace --all-targets` — no warnings.
- `cargo test --workspace` — **66 tests passing**, same as v0.2.0.
- Local smoke run against the rebuilt release binary verifies:
  - `/boot.ipxe` emits `Queued Deployment` + `item queue` + chains
    `/boot/_queue.ipxe`
  - `/api/queue` returns `{count, entries}`
  - `/metrics` emits `openpxe_queue_count` (renamed)
  - `/assets/logo.svg` and `/assets/loader.svg` serve the new
    rainbow brand SVGs
  - `/api/status` reports version `0.3.0`

## Migration notes for operators on v0.2.0

- Container image path changed: pull
  `gitea.milesward.dev/mward4/openpxe:0.3.0` (not `pxeforge:`).
- Bind mounts: `/var/lib/openpxe/{isos,work,smb}` (not `pxeforge`).
  Move the host path or update the template.
- Env vars: replace `PXEFORGE_*` with `OPENPXE_*`. The Unraid
  template at `deploy/unraid/openpxe.xml` is already updated.
- `settings.json` carries over transparently — the
  `gated_deployment` value is accepted as an alias.
- HTTP API: any external scripts that hit `/api/gate/*` need to
  switch to `/api/queue/*`. The JSON envelope key is `entries`
  instead of `gates`.
2026-05-06 14:13:38 -04:00

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Markdown

# Phase 6 — recommendations
The v0.2.0 cut leaves OpenPXE in a state where the entire protocol stack
and operator UI are exercised by 66 automated tests, the container is
multi-arch buildable, and the image ships at ~97 MB. What's left before
this looks and feels like a 1.0 product is mostly **real-hardware
validation** plus a small batch of features that can only sensibly be
designed once we've watched real machines image.
This doc is a punch list, ordered by what I'd do first if I had a week.
## Tier 1 — must-do before we call anything "stable"
### 1. Real-hardware validation matrix
We have CI tests for every protocol leg, but no end-to-end PXE on real
firmware. Build a small matrix:
| client | firmware | OS family | pass criteria |
|-------------------------------------|-----------|------------|---------------------------|
| any 10-y-old mini-PC | Legacy BIOS | Ubuntu Server 24.04 | gets to GRUB / installer |
| Intel NUC / similar | UEFI x64 | Windows 11 | reaches "where do you want to install" |
| Raspberry Pi 4 | UEFI ARM64 | Raspberry Pi OS | gets to login prompt |
| Dell / HP business laptop | UEFI x64 | Fedora | one of: kernel boot or wimboot |
Add a `docs/HARDWARE_VALIDATION.md` checklist that records what worked,
firmware versions, and any quirks. Anything weird gets a regression
test in the relevant crate.
### 2. Boot menu hotkey + UI accessibility audit
The iPXE menu has number-key + letter hotkeys but no documentation on
what they map to. Generate a printable cheat-sheet from
`crates/http-api/src/ipxe_script.rs` so operators don't have to read
the source. Run a screen-reader pass over the web UI — most of it
should be fine since we're mostly tables + form labels, but the
Terminal pane and the SSE log output need explicit `aria-live`
regions.
### 3. Boot.wim re-patch detection
Bootimus v0.1.62's "fingerprint of patched inputs + Save & Re-patch"
pattern is a small but high-value feature: when an operator changes
the SMB host override or upgrades wimboot, the existing patched
boot.wim is silently stale. We should:
- Hash the inputs (smb_host, smb_share, startnet.cmd content,
wimboot binary digest) into the IsoMeta;
- Surface a "needs re-patch" warning on the Storage tab when the
hash drifts;
- Add a "Re-patch SMB" button that re-runs the WimPatcher.
## Tier 2 — features that round out pre-beta
### 4. Auto-install file library
iVentoy and Bootimus both support attaching `autounattend.xml` /
`preseed.cfg` / `kickstart.cfg` to an image. The mechanics are
straightforward: store files under `<work_dir>/autoinstall/<distro>/`,
expose CRUD via `/api/autoinstall-files`, and modify the WimPatcher
+ Linux kernel cmdline to fetch + apply the right file. Placeholders
worth supporting (Bootimus pattern): `{{MAC}}`, `{{HOSTNAME}}`,
`{{IP}}`, `{{SERVER_ADDR}}`, `{{IMAGE_FILENAME}}`, substituted
serve-side per request.
### 5. Wake-on-LAN trigger
A natural pair with per-MAC host bindings: bind a MAC to an image,
then click "Wake & Image" to send the magic packet and let OpenPXE
do the rest. Implementation is small (`udp/9` broadcast, magic packet
construction) but it makes the bound-host workflow feel instant.
### 6. Distro profile manifest
Today, distro detection lives as Rust match arms in `introspect.rs`
and the kernel cmdline templates live in `store.rs`. Bootimus extracts
this into a JSON manifest that ships embedded in the binary AND is
overridable by the operator at runtime — so a new distro can be added
without rebuilding the container. Worth porting; it'd let community
contributions land as PRs to a single JSON file.
### 7. Syslog receiver
`smee` ships one. The use case: WinPE / Linux installers can be
configured to syslog over the network to the PXE server; if we have
an endpoint and a place in the UI to view per-client diagnostics,
post-mortem on a failed install gets dramatically easier.
### 8. UEFI HTTP Boot validation
Option 60 = `HTTPClient` is wired up in `decide()` already, but
we've never tested it on real firmware. Some Dell + Lenovo UEFIs
prefer it over PXE-via-TFTP. A quick check on a real machine
(disable TFTP boot in firmware, force HTTP boot) and a regression
test would be nice.
## Tier 3 — bigger lifts, only if there's demand
### 9. Pure-Rust SMB server
`smbd` from Samba is ~80 MB of the runtime image. There are pure-Rust
SMB2 server crates (`smbd-server`, `smb-rs`) of varying maturity.
Replacing the dep would slim the image by ~40% and remove the
`CAP_SYS_ADMIN` requirement for SMB. Worth a spike, not necessarily
landable in Phase 6.
### 10. IPv6 / DHCPv6
PXE-over-IPv6 is real (RFC 5970). Some sites are v6-only. Worth
implementing once we know we have one. Until then, IPv4-only is the
right default — flipping the bit on v6 without v6 testing is asking
for silent breakage.
### 11. Multi-replica deployment
The current design assumes one OpenPXE per broadcast domain. Two
proxies on the same L2 will race; the deployment queue is in-memory, etc.
For HA we'd need to:
- Externalize the deployment queue (Redis, etcd) or lean into "the menu is
cheap to refetch if a replica dies";
- Ensure DHCP proxy replies are deterministic so a client always
gets the same answer regardless of which replica replied;
- Document the L2 collision domain story.
This is a large lift and should only happen if someone's actually
asking for it.
### 12. Pi 4 / SBC quirks
Raspberry Pi netboot uses a specific DHCP option-43 vendor field +
TFTP path layout that OpenPXE doesn't currently special-case. There's
a spec; the work is small once we have a Pi to test on.
## What I'd skip
- **A custom DHCP server (not proxy).** The proxy mode is the right
abstraction; full DHCP would need raw sockets + a lot of corner-case
handling for problems no operator wants us to solve.
- **A pluggable backend abstraction à la Tinkerbell.** Tinkerbell does
it because they integrate with k8s CRDs. OpenPXE's "the file system
IS the database" model is simpler and good enough for the target
audience. Don't add a Backend trait until something asks for it.
- **Multiple language UIs.** Bootimus added these in v0.1.62 and the
translations are LLM-generated. Skip until we have real users
asking for non-English.
## Quick wins (could land in a single afternoon)
- Add a Grafana dashboard JSON to `deploy/grafana/` driven off the
new `/metrics` endpoint.
- A `openpxe bench` subcommand that runs a 10-second internal load
test (synthetic queue joins) so an operator can sanity-check tuning.
- Ship a basic `docker-compose.yml` for the Unraid path that demos
the new themes / progress widget.
- Generate a printable single-page operator runbook from the README
+ architecture.md (e.g. `cargo xtask runbook`).