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cozystack/api
myasnikovdaniil 9bec21461d feat(kubernetes): boot tenant worker disks from a shared golden Talos image (CDI clone) (#4171)
## What this PR does

Tenant worker boots from talos OS disk image that CDI streams over HTTP
from image factory, and it does that once per worker. Same bytes N
times, and N chances for a fetch to fail. In closed or rate-limited
environment that is wrong shape.

This PR adds opt-in catalog and per-pool selector that reads from it.

`packages/system/kubernetes-worker-image` imports one golden DataVolume
into `cozy-public` per `(schematicID, version)`, named
`talos-worker-<schematicID>-<version>`. Pool opts in with
`osImage.builtin` on its own `KubernetesNodes`, and its `disk-system`
DataVolume then carries `source.pvc` pointing at that golden, so CDI
does storage layer CSI clone instead of HTTP import. One import per
flavor, shared by every worker of every tenant.

Catalog is disabled by default, enable by adding
`cozystack.kubernetes-worker-image` to `bundles.enabledPackages`. Its
knobs (`imageFactoryURL`, `storageClass`, `storage`, `images`) are set
through `spec.components.platform.values.kubernetesWorkerImage` on
cozystack-platform Package. That needed optional package helper to learn
components argument, which `cozystack.platform.package.optional.default`
did not have, so every optional package registered through that wrapper
could name variant and nothing else. Thirteen other packages get same
path for free.

`osImage` has two mutually exclusive forms:

- `osImage.builtin` boots pool workers by CDI-cloning golden from
catalog. Clone is storage layer CSI copy, so OS image never crosses pod
network and factory answers once for whole fleet instead of once per
worker.
- `osImage.factory` keeps HTTP import and lets pool pin own
`imageFactoryURL`, `schematicID` and `version`. This is bring-your-own
path for operator running own factory or caching mirror, and it is what
pool gets when `osImage` is omitted.

In-guest talos installer written by reconcile job follows same
resolution, so pool that pins release boots it and upgrades into it
instead of being flipped back to cluster default halfway.

This is pool half of what #3950 asks for. That issue wants platform
level defaults for two channels, worker OS image and in-guest registry
mirrors. Here image channel gets per-pool source and shared cache,
platform default plumbing is left to the issue.

## Existing workers do not roll

With `osImage` omitted rendered `KubevirtMachineTemplate` is byte
identical to what chart produced before. KMT is named by hash of its own
content, so any drift would re-image every worker VM in fleet on next
upgrade. Stored render snapshot is untouched by this PR, that is the
evidence and not the claim. Editing `osImage` on existing pool re-images
that pool, like changing any other image reference.

## What fails at render

Clone that would silently degrade into something slower or wrong is
refused instead of rendered.

Golden absent, or its import in terminal `Failed` phase. Pool
`storageClass` different from golden one, because CDI cant CSI-clone
across storage classes and falls back to host assisted copy over pod
network, which is exactly the transfer `osImage.builtin` removes. Empty
class on either side resolves against cluster default class before
comparing, so pool at `storageClass: ""` is checked too. `diskSize`
below golden storage, because clone target cannot be smaller than
source. Talos release the matrix lists as unsupported, whether pool
reached it through `talos.version` or through `osImage.*` override.
Matrix passes talos minor it does not list, so what it promises is that
known-bad pairing is refused, not that every pairing is known.
`schematicID` that is not plain lowercase alphanumeric, or version that
is not `vMAJOR.MINOR.PATCH`, both are interpolated into DataVolume name
and image URL while `values.schema.json` types them as bare strings.

Golden that is only mid-import is not an error. CDI holds worker disk
until source populates, and failing there would abort whole pool
HelmRelease for length of a download. Same reasoning covers pool that
already cloned: absent or `Failed` golden fails render only for pool
still waiting for its first disk, otherwise reconcile of healthy pool
would abort over source it no longer reads.

Golden that declares no StorageClass is read from its PVC, not from
whatever default is in force today, because those differ once cluster
default moves. Cluster with two default classes resolves same way
Kubernetes does, newest wins. Pool that already cloned is identified by
annotation naming exactly that pool, not by disk name prefix, because
pool `md0-gpu` produces disks carrying `md0` prefix, and it reads its
own class from its own bound PVC, so admin moving
`storageclass.kubernetes.io/is-default-class` does not fail release of
pool whose disks are all on right class.

That resolved class is then written onto worker disk. Reading one class
and binding another is how pool at empty `storageClass` passed the
comparison and still took host assisted copy on its next worker, so
guard and disk now come from one value. HTTP path leaves empty class to
cluster as before, which is what keeps its render byte identical.

Catalog side refuses duplicate `(schematicID, version)` entries, entries
whose schematic or version cannot produce name pool can reconstruct, and
edit to `storage`, `storageClass` or source URL of entry whose golden
already exists. Last one is not patchable in place, so without guard it
lands as rejected patch on next upgrade.

Goldens carry `helm.sh/resource-policy: keep`, so dropping entry stops
managing golden instead of deleting it. Missing golden aborts whole
Kubernetes HelmRelease of every tenant pinned to it, not just the disk,
and each cloned worker disk annotates golden it came from, so "does
anything still clone this" is answerable before manual delete.

Three drift guards live in
`hack/check-worker-image-catalog-defaults.bats`, because values that
have to agree sit in files nobody edits together. One-sided talos bump
trips all three.

## Upgrade

Three pool values that never produced working image rendered before and
hard-fail now, so pool carrying any of them flips its HelmRelease to
`InstallFailed` on upgrade and not on next edit: `talos.version` in
`vMAJOR.MINOR` form, `schematicID` that is not plain lowercase
alphanumeric, and empty `talos.imageFactoryURL`, which used to render
schemeless `/image/...` source URL. None of the three could boot worker,
so this is failing earlier and not a regression, but it surfaces on pool
nobody touched and fix in each case is to correct the value. CR carrying
such value is admitted by API with value intact, and later unrelated
edit reaches `.spec.values` of HelmRelease while it stays
`InstallFailed`, so edit is taken everywhere and applied nowhere.

## Why e2e does not exercise the clone path

Clone is storage layer copy, so it needs StorageClass whose volumes are
reachable from any node. Merge-gating e2e has none: those lanes run on
talos containers, which share runner kernel and cannot load DRBD, so
node-local `local` is only class there. Nothing would arrange the
co-location such a class requires either, golden in `cozy-public` has no
consumer and binds where CDI importer landed, while worker disk binds
where its VM is scheduled.

So the suites keep importing over HTTP with `osImage` omitted, which is
also the render the no-roll guarantee rests on. This PR touches no e2e
harness file: `hack/` differs from main only by the two guards this
feature owns, one tying catalog default golden to pool chart talos and
StorageClass defaults, one on in-guest installer heredoc.

Switching suites over does not work on that substrate. Golden asks for
`replicated`, lane does not have it, CDI resolves no StorageProfile, and
catalog HelmRelease times out on DataVolume stuck in `ImportInProgress`.
Passing lane own class would fix the class and leave the co-location.

Nightly and tag build run same suites on QEMU with DRBD and
`replicated`, which is the substrate clone path was verified on. That is
where e2e coverage belongs, as its own change with that lane storage
headroom measured rather than assumed.

Worth being straight about what this leaves, because it bears on whether
the feature earns its place. The e2e argument was never the strong one:
golden fetches from image factory exactly once, and #3513 established
that node-join stall tracks host `kvm_amd` `vgif` flag rather than
registry egress. What clone genuinely removes is the fanout, N workers
streaming over pod network becomes N storage layer copies. That is
property of storage layer, so it is worth having where DRBD is and worth
nothing where it is not. This ships as production capability with the
constraint stated on the field, not as CI improvement.

## Testing

On this tree:

- full `make unit-tests` plus `make test-controllers`: 95 charts, 2520
helm-unittest cases, 1710 bats cases, `go test ./pkg/...` and
`./internal/...`, exit 0
- `pre-commit run --all-files`: exit 0, root `make generate` and per-app
generate both clean, so no generated-file drift
- render snapshot unchanged, which is what pins byte identical render
for pool that does not adopt `osImage`
- mutation pass over render guards, each term deleted or inverted in
turn and suite required to notice it by name. Restoring presence gate on
catalog StorageClass comparison reddens exactly one case, inverting its
`ne` to `eq` reddens five. Reverting worker disk to omit its resolved
class reddens three cases that pin where builtin disk binds, and forcing
that class non-empty on every path reddens HTTP-path case and all three
render snapshots, with snapshot diff naming the changed KMT hash

`E2E Tests` passed on run 35831830568. That run was on the previous
head, 4fd8e7ba, and this head differs from it only by one test comment
and the commit message.

## Verified on a live cluster

Throwaway three-node talos stand (OCI, talos v1.13.6, LINSTOR/ZFS,
`replicated` StorageClass) installed from this branch `packages/` tree.
This covers what neither `helm template` nor unit suites can answer. It
predates the change that writes resolved StorageClass onto worker disk,
and that stand ran with explicit `replicated` on both sides, which is
the value that change now renders.

- The catalog wires up from `bundles.enabledPackages` alone:
`PackageSource cozystack.kubernetes-worker-image` reconciled, its
HelmRelease installed, and the golden `talos-worker-<schematic>-v1.13.6`
imported to `Succeeded` in 108s (6Gi, RWX, `replicated`).
- A pool on `osImage.builtin` clones it on the storage layer. Both
worker DataVolumes went `CSICloneInProgress` then `Succeeded` in 43s
with `Running=False reason=Completed message="Clone Complete"`, carrying
`source.pvc` and no `source.http`, and no importer or upload Pod
appeared in the tenant namespace.
- The clone yields a bootable talos root disk. Both worker VMs reached
`Running`/`Ready`, joined the tenant cluster and went `Ready` about 66s
after creation, and the tenant cilium, coredns, csi, ingress-nginx and
metrics-server addons all installed on them.
- Access modes match across the hop: golden `ReadWriteMany` 6Gi to
worker `ReadWriteMany` 20Gi on the same `replicated` class, grown by
CDI.
- The written annotations are correct in practice: each worker disk
carries `kubernetes-worker-image.cozystack.io/golden` naming the golden
and `.../pool` naming its pool.
- helm-controller converges on a builtin pool: forcing a reconcile left
the content-hashed KMT name unchanged and the VMI and DataVolume UIDs
identical, so a reconcile does not roll the pool.
- Cross-namespace clone RBAC is in place as shipped: `create datavolumes
--subresource=source -n cozy-public` resolves to `yes` for a tenant
ServiceAccount through the `cdi-clone-dv` RoleBinding, and CDI runs with
`cloneStrategyOverride: csi-clone`. This PR adds no RBAC of its own.

### Screenshots

Not applicable, no UI change.

### Downstream repositories

Trigger map points at two repositories.

Provider models every pool field by hand, so `osImage` needs schema,
model and expand/flatten pair there. Already tracked as
cozystack/terraform-provider-cozystack#39, filed when the field was
still called `image`.

`content/en/docs/next/operations/configuration/platform-package.md` is a
hand-written table of `spec.components.platform.values.*` keys and
nothing generates it, so `kubernetesWorkerImage` needs a row there.
Filed as cozystack/website#707.

- [ ] No downstream repository is affected by this change
- [x] [cozystack/website](https://github.com/cozystack/website) -
follow-up: https://github.com/cozystack/website/issues/707
- [x]
[cozystack/terraform-provider-cozystack](https://github.com/cozystack/terraform-provider-cozystack)
- follow-up:
https://github.com/cozystack/terraform-provider-cozystack/issues/39
- [ ]
[cozystack/ansible-cozystack](https://github.com/cozystack/ansible-cozystack)
- follow-up:
- [ ] [cozystack/ccp](https://github.com/cozystack/ccp) - follow-up:
- [ ] [cozystack/talm](https://github.com/cozystack/talm) - follow-up:
- [ ] [cozystack/cozyhr](https://github.com/cozystack/cozyhr) -
follow-up:
- [ ] [cozystack/cozy-proxy](https://github.com/cozystack/cozy-proxy) -
follow-up:
- [ ]
[cozystack/cozystack-telemetry-server](https://github.com/cozystack/cozystack-telemetry-server)
- follow-up:
- [ ]
[cozystack/external-apps-example](https://github.com/cozystack/external-apps-example)
- follow-up:
- [ ] [cozystack/examples](https://github.com/cozystack/examples) -
follow-up:
- [ ] [cozystack/community](https://github.com/cozystack/community) -
follow-up:

### Release note

```release-note
feat(kubernetes): tenant worker pools can boot their system disk from a shared golden talos image instead of importing it from the Image Factory once per worker. Enable the opt-in `cozystack.kubernetes-worker-image` package via `bundles.enabledPackages` to publish one golden DataVolume per `(schematicID, version)` in `cozy-public`, then set `osImage.builtin` on a `KubernetesNodes` pool to have CDI clone it on the storage layer. A pool that omits `osImage` keeps importing over HTTP and renders exactly as before. The clone path needs the pool and the golden on the same StorageClass, and one whose volumes are reachable from any node, in practice a replicated/DRBD class.
```
2026-09-24 12:10:07 +05:00
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