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OpenPXE/README.md
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Miles Ward 49d0b00a8a v0.2.0 — pre-beta: per-MAC bindings, /metrics, themes, animated forge
This is the bulk pre-beta cleanup pass. Bumps the workspace to 0.2.0.
Test count is 56 -> 66 (+10), clippy is fully clean across the
workspace (was several dozen warnings).

## New features

**Per-MAC host bindings** (Tinkerbell smee pattern). New
`HostBindings` registry maps a MAC -> preferred boot target, persisted
to <work_dir>/hosts.json. The DHCP reply now embeds `?mac=${mac}` in
the boot.ipxe URL; iPXE substitutes the literal MAC client-side, so
the HTTP layer can short-circuit straight to the bound target instead
of rendering the menu. Reserved menu shortcuts (`_local`, `_gate`,
`_tools_menu`) are valid targets too. New /api/hosts CRUD + a Hosts
tab in the sidebar.

**Prometheus `/metrics`** endpoint. Tiny lock-free implementation —
just AtomicU64s and a Display impl, no `prometheus` / `metrics-rs`
dep. Counters: DHCP replies (per arch label), DHCP declined, TFTP
transfers (per status), TFTP bytes, HTTP requests (per route).
Gauges: ISO count, client count, gate count, gate-imaging, NFS active
mounts, uptime, build info. Plain text exposition format,
text/plain;version=0.0.4 content-type, no auth (all metric values are
non-sensitive counts).

**Light + dark themes**. CSS tokens on `:root` and
`:root[data-theme=light]`, swap by toggle button (top-right) or `T`
hotkey. Persisted in localStorage; pre-paint inline script avoids
dark<->light flash. Light palette designed against the Netbox Labs
reference screenshot — near-white surfaces, soft grey dividers,
accent unchanged for brand consistency. Terminal pane stays dark in
both themes (it's a console, that's the right read).

**Animated SVG logo + forge widget**. New `logo.svg` is a refined
silver/grey anvil. New `anvil-forge.svg` adds rising sparks and a
pulsing underglow via SMIL — pure SVG, no GIF, no JS animation loop.
Used:
  - in the **forge progress** widget on Dashboard + Forge Gate, paired
    with a `linear-gradient(warn -> accent)` bar with a moving sheen;
    goes idle (greyscale, no sheen) at zero imaging load
  - in the page-load `<div class=loader>` that replaces the old
    "Loading..." text

## Code cleanup pass

`cargo clippy --workspace --all-targets` is now warning-free. Spot
fixes across the tree:
  - `format!()`-into-`String` -> `std::fmt::Write::write!`
  - manual reverse comparators -> `Reverse`
  - `map_or(false, ...)` -> `is_some_and`
  - redundant closures -> method references
  - `r#"..."#` raw strings without `"` -> `r"..."`
  - `std::io::Error::new(Other, ...)` -> `Error::other`
  - `as i32` on `c.id()` -> `cast_signed()`
  - merged identical match arms

## Windows workflow validation

New integration test synthesizes an ISO9660 with the SOURCES\\BOOT.WIM
sentinel, uploads it, asserts:
  1. introspection labels it `windows_pe` with has_boot_wim=true,
  2. the boot entry is `BootKind::Wimboot` with all five canonical
     files (bootmgr, bootmgr.efi, bcd, boot.sdi, boot.wim),
  3. the rendered iPXE script chains wimboot with `initrd --name`
     entries for each file, and
  4. NO trust-store strings appear in the rendered output: bcdedit,
     testsigning, certutil, httpdisk, and test-signed are all
     explicitly forbidden as a hard guarantee.

WinPE bootstrap (startnet.cmd) picks up the Bootimus v0.1.58 lessons:
explicit `net start Workstation` before `net use` to avoid the SMB
client lazy-init race, and surfaces errors instead of blind retries.

## Docs

architecture.md gains a "Phase 5" section explaining the host-bindings
+ metrics + theming + Windows-test work, plus a refreshed "deferred
to Phase 6" list (real-hardware integration, autounattend library,
distro profile manifest, WoL trigger, syslog receiver, IPv6).
README updates the status line, the "what it does" list, and adds
the new Hosts/Terminal tab names.
2026-04-30 02:28:10 -04:00

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# PXEForge
Container-native PXE boot server. A Rust reimplementation of
[iVentoy (ventoy/PXE)](https://github.com/ventoy/PXE), designed from scratch
for Docker/OCI and OpenShift. Upload `.iso` files via the web UI; network
clients PXE-boot them.
> **Status:** v0.2.0 / pre-beta. Phases 15 complete: full PXE stack,
> Gated Deployment queue, NFS-share ISO sources, live tracing log + an
> operator terminal, per-MAC host bindings (Tinkerbell-style),
> Prometheus `/metrics`, light/dark theme toggle, animated anvil
> imaging-progress widget. **66 tests passing**, clippy clean. Ready
> for real-hardware validation.
## Design non-negotiables
1. **Fully offline / air-gap deployable.** Zero CDN assets. Zero external
HTTP calls from the server, the browser, or the generated iPXE scripts.
Build the container once, run forever disconnected.
2. **iPXE is a backend implementation detail.** No `.ipxe` upload path, no
manual script editing, no iPXE terminology in the UI. Every knob in the
web UI maps to a specific script-generation behavior inside the binary.
3. **The client trust store is off-limits.** No test-signed drivers, no
`bcdedit /set testsigning on`, no certificates injected into WinPE or
the target OS.
## What it does
1. **DHCP proxy** (RFC 4578). Coexists with your existing DHCP server —
never assigns IPs. Listens on UDP 67 + UDP 4011.
2. **TFTP server** (RFC 1350 + RFC 2347/2348/2349/7440 option negotiation)
that serves architecture-specific iPXE binaries to firmware PXE ROMs.
3. **HTTP server** that serves the web UI, the generated iPXE boot scripts,
raw ISOs (with Range), and files inside ISOs without prior extraction.
4. **ISO introspection**: auto-detects the distro family and generates the
appropriate kernel+initrd or wimboot chain. No manual config.
5. **Hierarchical PXE menu** mirroring the Phase 2 spec:
```
Default > Boot from Local HDD
Installers > Linux Installers / Windows Installers
Tools > Utilities / PXEForge Shell / Network Card Info
Gated Deployment
```
6. **Gated Deployment queue** — the "horse race gate" flow. A client that
selects *Gated Deployment* gets a numbered position and waits. The
operator picks an ISO in the web UI and fires it to every waiting
client simultaneously.
7. **Web UI** (Netbox-style): sidebar nav (Dashboard / Network / Forge
Gate / Storage / Hosts / Terminal / About), light + dark themes
(toggle top-right or press `T`), animated anvil "forge progress"
widget when devices are imaging. All assets served from the binary —
no external requests.
8. **Per-MAC host bindings.** Pin a MAC to a boot target and the client
skips the menu, chains straight through. Inspired by Tinkerbell's
`smee` MAC-prepended URL pattern.
9. **Prometheus metrics** at `/metrics` — DHCP replies by arch, TFTP
transfer counts and bytes, HTTP request counts by route, gate /
imaging gauges, uptime, build info. Plain text exposition format,
no external metrics framework dependency.
8. **Settings API** lets you change the default boot-menu timeout (default
600s), the timeout action (stay / Local HDD / Gated Deployment), and
feature toggles like Windows ISO support. The iPXE scripts regenerate
on every request using current settings.
### Architectures supported on day one
| DHCP option 93 | Architecture | Binary served |
|----------------|-----------------|-------------------------|
| `0x0000` | Legacy x86 BIOS | `undionly.kpxe` |
| `0x0006` | IA32 UEFI | `snponly-i386.efi` |
| `0x0007`/`0x0009` | x86_64 UEFI | `snponly.efi` |
| `0x000B` | ARM64 UEFI | `snponly-arm64.efi` |
UEFI firmware that sends `HTTPClient` in option 60 is handled too — we
skip TFTP and respond with an HTTP URL.
## Quick start — MVP container (recommended)
```bash
# 1. Pull bundled iPXE binaries (~2 MB, one-time).
./scripts/fetch-ipxe.sh
# 2. Build the container image (~3 min first time).
docker buildx build -f deploy/docker/Dockerfile -t pxeforge:0.1.0 --load .
# 3. Run it on the box plugged into your PXE network. Set PUBLIC_IP to
# this host's LAN address so advertised iPXE URLs are reachable.
docker run -d --name pxeforge \
--network host \
-e PXEFORGE_PUBLIC_IP=10.0.0.5 \
-e PXEFORGE_DHCP_MODE=proxy \
-v $PWD/data/isos:/var/lib/pxeforge/isos \
-v $PWD/data/work:/var/lib/pxeforge/work \
pxeforge:0.1.0
# 4. Open the UI and drop an ISO in.
open http://10.0.0.5
```
Host networking is required in proxy mode so the container sees DHCPDISCOVER
broadcasts from the PXE VLAN. On macOS/Windows hosts Docker runs in a Linux
VM, so "host" means the VM — use `pxeforge-dev` in `docker-compose.yml` for
API-only testing on a laptop.
### Quick start — docker compose
```bash
# MVP / API testing on a laptop (no DHCP, high ports):
PXEFORGE_PUBLIC_IP=127.0.0.1 docker compose up pxeforge-dev
# Real PXE deployment on a Linux host (host network, DHCP proxy on):
PXEFORGE_PUBLIC_IP=10.0.0.5 docker compose up pxeforge
```
### Multi-arch build + push
For deploying to x86_64 servers, build both arches in one manifest:
```bash
# One-time: bootstrap a multi-arch builder.
docker buildx create --name pxeforge-multi --driver docker-container --use
# Build + push both linux/amd64 and linux/arm64 under one tag.
docker buildx build --builder pxeforge-multi \
--platform linux/amd64,linux/arm64 \
-t ghcr.io/YOUR-ORG/pxeforge:0.1.0 \
--push \
-f deploy/docker/Dockerfile .
```
On an Apple Silicon host, the amd64 stage runs under QEMU emulation (~10-15 min for a cold cache). On a Linux x86_64 host, both arches build natively at normal speed. CI runners on GitHub Actions with `docker/build-push-action@v5` handle this cleanly.
### Build from source (no container)
```bash
./scripts/fetch-ipxe.sh
cargo run --release # needs NET_BIND_SERVICE or root for :80/:69
```
### Container health probes
| Endpoint | Purpose |
|-------------|---------------------------------------------------------------|
| `/healthz` | Liveness — HTTP stack alive. Always 200. |
| `/readyz` | Readiness — 200 only if iPXE binaries bundled + ISO dir OK. |
| `/api/status` | Full JSON status: versions, assets, counts, live settings, SMB state. |
### Pre-seeding ISOs from a directory
For CI, pre-baked homelab deployments, or a fresh PVC, the binary has a
`seed` subcommand that imports every `*.iso` from a host path through the
same pipeline the web UI uses (introspection + boot-entry generation):
```bash
docker run --rm \
-v /my/iso-library:/seed:ro \
-v pxeforge-data:/var/lib/pxeforge/isos \
-e PXEFORGE_PUBLIC_IP=10.0.0.5 \
pxeforge:0.1.0 seed --from /seed
# Dry run first to see what would be imported:
docker run --rm -v /my/iso-library:/seed:ro pxeforge:0.1.0 seed --from /seed --dry-run
```
### Environment overrides
| Var | Default | Meaning |
|------------------------|-----------------------------|----------------------------------------|
| `PXEFORGE_HTTP_PORT` | `80` | Web UI + boot script HTTP port |
| `PXEFORGE_TFTP_PORT` | `69` | TFTP port |
| `PXEFORGE_DHCP_PORT` | `67` | DHCP server-side port |
| `PXEFORGE_DHCP_MODE` | `proxy` | `proxy` or `disabled` |
| `PXEFORGE_PUBLIC_IP` | auto-detect | Advertised IP for clients. Startup **fails** if unset and auto-detect returns loopback. |
| `PXEFORGE_ISO_DIR` | `/var/lib/pxeforge/isos` | Where uploaded ISOs live |
| `PXEFORGE_WORK_DIR` | `/var/lib/pxeforge/work` | Scratch + runtime settings |
| `PXEFORGE_LOG` | `info,pxeforge=debug` | `tracing` filter |
## What the boot menu looks like on a real client
```
PXEForge - network boot menu
------------------------- Default -------------------------
Boot from Local HDD
----------------------- Installers -----------------------
Linux Installers >
Windows Installers > (only if enabled in Settings)
-------------------------- Tools --------------------------
Tools > Utilities / Shell /
NIC Info / Reboot /
Exit and continue BIOS
---------------------- Gated Deployment ------------------
Gated Deployment (join queue)
```
Linux/Windows submenus show file sizes iVentoy-style:
```
PXEForge - Linux Installers
[ 4376 MB] CentOS-7-x86_64-DVD-1810
[ 2002 MB] Fedora-Workstation-Live-x86_64-38-1.6
[ 4699 MB] ubuntu-22.04.2-desktop-amd64
< Back to main menu
```
iPXE never appears in the UI — the whole hierarchy above is generated from
ISOs you upload via drag-and-drop in the web UI plus toggles in Settings.
## OpenShift
```bash
oc apply -f deploy/openshift/
oc -n pxeforge get all
oc -n pxeforge get route pxeforge -o jsonpath='{.spec.host}'
```
### Why a custom SCC?
The default `restricted-v2` blocks `hostNetwork` and all capabilities. PXE
cannot work without host network (CNI overlays don't deliver L2 broadcast
into pod netns), and we need `NET_BIND_SERVICE` to bind <1024. The custom
`pxeforge-scc` grants exactly those two and nothing else. No raw sockets,
no privileged mode — proxy-mode DHCP sidesteps the usual requirements.
### What's on host ports
| Port | Proto | Purpose |
|----------|-------|---------------------------------|
| 67 | UDP | DHCP server (proxy replies) |
| 69 | UDP | TFTP |
| 4011 | UDP | PXE Boot Server discovery |
| 80 | TCP | Web UI + HTTP boot assets |
The OpenShift Route only covers 80/TCP. Clients on the PXE network talk to
the node's host IP directly for UDP.
## Windows support
Enabled by toggling **Windows ISO support** under Settings. The flow:
1. Upload a stock Microsoft Windows install ISO (vanilla, no pre-processing).
2. On upload, PXEForge extracts the ISO and uses `wimlib-imagex` to rewrite
image index 2 (WinPE) of `sources/boot.wim`. It injects exactly two
plain-text files:
- `Windows/System32/winpeshl.ini` — tells WinPE to run `startnet.cmd`.
- `Windows/System32/startnet.cmd` — runs `wpeinit`, waits for the SMB
host to be reachable, `net use Z: \\<server>\<share> /user:guest`,
then `Z:\setup.exe`.
3. The container's Samba `smbd` serves the extracted install tree on :445.
4. The client gets chainloaded into wimboot → patched WinPE → Windows Setup
running off the SMB share. **Every binary the client executes is stock
Microsoft-signed.**
### What we never do
- Ship drivers — signed, test-signed, or otherwise — that load on the client.
- Install certificates into the target's trust store or WinPE boot policy.
- Recommend `bcdedit /set testsigning on` or any equivalent signing-policy
weakening.
### Credit & limitations
The SMB-based approach is adapted from [Bootimus](https://github.com/garybowers/bootimus)
(Apache-2.0). Re-implemented in Rust; no code was copied verbatim. Known
operational constraints inherited from the design:
- **Port 445 must be directly reachable from PXE clients.** `net use`
ignores alternate ports. In OpenShift this means `hostPort: 445` on the
deployment; on a host that already runs SMB it will collide.
- Windows 10/11 client SKUs are the tested target. Server SKUs untested.
- Hardware with NICs/storage controllers missing from WinPE's bundled
drivers will need a driver-pack injection step (not yet implemented).
## Gated Deployment
The "horse race gate" flow, end to end:
1. A client boots and picks **Gated Deployment** in the PXE menu (or falls
through on timeout with the default `timeout_action`).
2. The client joins the queue, gets a numbered gate position, and enters a
long-poll loop (25s per request, auto-renewed).
3. In the web UI's **Gated Deployment** tab, the operator sees each waiting
client with its MAC, IP, arch, and position.
4. The operator selects an image and clicks **Launch for all waiting**.
The server broadcasts the assignment to every gated client via a
`tokio::sync::Notify`; each client's next poll returns the boot script
for the chosen image.
5. Every client chains the same image at effectively the same moment — the
gate opens and the horses run together.
No user-facing iPXE anywhere in this flow. The client only ever runs
scripts we generate; the operator only interacts with the web UI.
## Architecture
See [`docs/architecture.md`](docs/architecture.md) for the protocol stack,
crate layout, and the full decision log.
## Licence
MIT OR Apache-2.0.