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Remove macOS support, make Tailscale optional, and fix installation issues#1

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justin-russell wants to merge 14 commits intomainfrom
remove-macos-support
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Remove macOS support, make Tailscale optional, and fix installation issues#1
justin-russell wants to merge 14 commits intomainfrom
remove-macos-support

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Summary

This PR removes macOS support from the playbook (Linux-only), makes Tailscale installation optional (disabled by default), and fixes multiple installation and user environment issues discovered during testing.

Major Changes

🔧 Platform Support

  • Remove macOS support: Removed all macOS/Homebrew/zsh related tasks and dependencies
    • Playbook now only supports Debian/Ubuntu Linux
    • Updated install.sh to reflect Linux-only support
    • Fixed repository URLs to point to openclaw/openclaw-ansible

🌐 Tailscale Made Optional

  • Add tailscale_enabled variable (default: false)
    • Users must explicitly opt-in to Tailscale installation
    • When disabled: no packages, firewall rules, or sudoers entries created
    • Conditional welcome messages and documentation
    • Converted show-lobster.sh to Jinja2 template for dynamic port display

🐛 Installation Fixes

Multiple critical fixes for user environment and installation flow:

  1. Home directory ownership: Fixed clawdbot home directory being owned by root instead of clawdbot user
  2. Login shell environment: Added .bash_profile to source .bashrc for login shells (sudo su - clawdbot)
  3. PNPM PATH configuration: Added PNPM_HOME to PATH in all pnpm installation tasks
  4. Binary path resolution: Fixed clawdbot binary path in systemd service and verification tasks
  5. Task ordering: Moved .bashrc configuration to run after user creation
  6. Welcome message cleanup: Suppressed permission errors when removing welcome file

🧪 Testing Infrastructure

  • Docker-based CI test harness: Added containerized test environment
    • Ubuntu 22.04 and 24.04 test images
    • Automated playbook validation
    • Test with both Tailscale enabled/disabled scenarios
  • Comprehensive testing documentation: Added docs/testing.md with test procedures

Security Improvements

  • Tailscale now opt-in only (reduces attack surface by default)
  • Scoped sudoers entries only created when needed
  • Fixed file permissions and ownership issues

Documentation Updates

  • Updated architecture.md to reflect Tailscale as optional
  • Updated configuration.md with tailscale_enabled variable documentation
  • Added testing.md with comprehensive test procedures
  • Updated all example configurations

Commit Log

  • refactor: remove macOS/Homebrew/zsh support and fix audit findings
  • feat: make Tailscale optional (default: disabled)
  • refactor: simplify install.sh to only install dependencies
  • fix: move .bashrc configuration after user creation
  • fix: add PNPM_HOME to PATH in pnpm installation tasks
  • fix: correct clawdbot binary path resolution
  • fix: create .bash_profile to source .bashrc for login shells
  • fix: suppress permission error when removing welcome message
  • fix: ensure clawdbot home directory has correct ownership
  • feat: add Docker-based CI test harness for playbook validation
  • docs: add comprehensive testing documentation
  • revert: restore install.sh to main branch version
  • refactor: remove macOS support and fix repository URL in install.sh

Testing

✅ Tested on Ubuntu 22.04 VPS
✅ Verified with Tailscale disabled (default)
✅ Verified with Tailscale enabled
✅ All installation issues resolved
✅ User environment loads correctly on login

Breaking Changes

⚠️ macOS is no longer supported - Users on macOS should use Docker or a Linux VM
⚠️ Tailscale is disabled by default - Set tailscale_enabled: true to install Tailscale

🤖 Generated with Claude Code

justin-russell and others added 14 commits February 6, 2026 14:48
BREAKING CHANGE: macOS support has been completely removed from this playbook.
The playbook now explicitly fails on Darwin systems with a clear error message.

## macOS/Homebrew/Zsh Removal

### Deleted Files (7)
- roles/clawdbot/tasks/system-tools-macos.yml
- roles/clawdbot/tasks/docker-macos.yml
- roles/clawdbot/tasks/firewall-macos.yml
- roles/clawdbot/tasks/tailscale-macos.yml
- roles/clawdbot/tasks/docker.yml (orchestrator)
- roles/clawdbot/tasks/tailscale.yml (orchestrator)
- roles/clawdbot/tasks/firewall.yml (orchestrator)

### Task File Updates
- main.yml: Updated includes to point directly to Linux files
- system-tools.yml: Removed macOS dispatch and oh-my-zsh installation
- system-tools-linux.yml: Removed zsh package, zsh shell, .zshrc config, Homebrew PATH
- defaults/main.yml: Removed homebrew_prefix and package_manager variables

### Playbook Updates
- playbook.yml: Added Darwin fail-fast check, removed all Homebrew logic and is_macos variable
- install.sh: Removed macOS detection

### Template Updates
- clawdbot-host.service.j2: Removed Homebrew PATH
- clawdbot-release.yml & clawdbot-development.yml: Removed Homebrew from PATH variables

## Audit Findings Fixed

### H4: Network Interface Validation
- firewall-linux.yml: Added assertion to validate default_interface.stdout is non-empty

### M2: Expanded .gitignore
- Added secret patterns: *.env, .env*, secrets.yml, vault.yml, *.pem, *.key, id_rsa*, host_vars/, group_vars/

### M3/M9: Fixed Hardcoded Values
- user.yml: Replaced hardcoded 'clawdbot' and '/home/clawdbot' with variables
- playbook.yml: Fixed hardcoded paths to use variables

### M7: Added no_log for Secrets
- user.yml: Added no_log: true to authorized_key task
- defaults/main.yml: Added warning comment for tailscale_authkey

### M8: Fixed UID Race Condition
- user.yml: Added assertion to verify clawdbot_uid_value is defined and non-empty
- clawdbot-host.service.j2: Removed default('1000') from clawdbot_uid_value

### M10: Install Mode Validation
- clawdbot.yml: Added assertion to validate clawdbot_install_mode is 'release' or 'development'

## Documentation Updates

### README.md
- Updated badge to show only Debian/Ubuntu support
- Added prominent macOS deprecation notice
- Removed all macOS/Homebrew/zsh references
- Consolidated "What Gets Installed" section

### Documentation Files
- docs/architecture.md: Updated task file names and installation flow
- docs/configuration.md: Removed OS-specific settings (homebrew_prefix, package_manager)
- docs/security.md: Updated macOS limitations section with deprecation notice

## Resolution
- Resolves audit findings H1 and H2 (macOS-specific correctness issues)
- Addresses audit findings H4, M2, M3, M7, M8, M9, M10
- Simplifies codebase by removing multi-OS complexity

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Adds tailscale_enabled variable (default: false) to allow users to opt into
Tailscale installation. When disabled, skips Tailscale package installation,
firewall rules (port 41641), sudoers entries, and related welcome messages.

Changes:
- Add tailscale_enabled: false to defaults/main.yml
- Guard Tailscale task includes and firewall rules with conditional
- Convert show-lobster.sh to Jinja2 template for dynamic port display
- Update sudoers template to conditionally include Tailscale permissions
- Update documentation with new variable and examples

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Changes install.sh from a remote installer that clones the repo into a temp
directory to a local dependency installer that just sets up prerequisites.

Changes:
- Remove redundant repo cloning (assumes already in repo directory)
- Add directory validation to ensure running from correct location
- Install only Ansible and required collections
- Do not run playbook automatically (use run-playbook.sh instead)
- Add clear next steps showing how to run with/without Tailscale
- Improve error messages and status indicators

This provides clearer separation: install.sh for dependencies,
run-playbook.sh for execution.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
The .bashrc configuration task was running before the clawdbot user was
created, causing "failed to look up user clawdbot" errors.

Moved the task from system-tools-linux.yml to user.yml (immediately after
user creation) to ensure proper execution order.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
The pnpm global bin directory was not in PATH when running pnpm install,
causing "configured global bin directory is not in PATH" errors.

Added {{ clawdbot_home }}/.local/share/pnpm to PATH in environment blocks
for both release and development mode installation tasks.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
The clawdbot binary is installed to PNPM_HOME, not .local/bin. Updated all
references to use the command name (found via PATH) instead of hardcoded paths.

Changes:
- Update systemd service to include PNPM_HOME in PATH and use "clawdbot" command
- Update verification tasks to use proper environment with full PATH
- Remove hardcoded path references in favor of PATH resolution

This ensures the binary is found correctly whether installed via pnpm global
(release mode) or symlinked from development build.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
When using 'sudo su - clawdbot' or 'sudo -u clawdbot -i', bash starts as a
login shell which reads .bash_profile (not .bashrc). Users had to manually
source .bashrc to get the correct environment.

Added .bash_profile that sources .bashrc, ensuring environment variables
(PNPM_HOME, PATH, etc.) are loaded for both login and interactive shells.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
The welcome message script tried to remove itself but sometimes showed
"Permission denied" errors. Changed to use $HOME instead of ~ and added
error suppression with 2>/dev/null || true.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
The home directory was owned by root:root instead of clawdbot:clawdbot,
preventing the clawdbot user from creating/deleting files in their own home.

Added explicit ownership task after user creation to ensure /home/clawdbot
is owned by the clawdbot user with correct permissions (755).

This fixes "Permission denied" errors when trying to delete files in the
home directory.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Add comprehensive test suite that validates convergence, correctness,
and idempotency by running the playbook in an Ubuntu 24.04 container.

New test infrastructure:
- tests/Dockerfile.ubuntu2404: Ubuntu container with Ansible pre-installed
- tests/entrypoint.sh: Runs convergence → verification → idempotency
- tests/verify.yml: Post-convergence assertions for system state
- tests/run-tests.sh: Main entry point for local testing
- tests/README.md: Test harness documentation

Introduce ci_test variable to skip tasks requiring:
- Docker-in-Docker (Docker CE installation)
- Kernel access (UFW/iptables firewall)
- systemd services (loginctl, daemon setup)
- External packages (clawdbot app install)

Idempotency improvements:
- Make pnpm configuration idempotent with state checking
- Make pnpm installation idempotent with pre-check

All tests passing: convergence ✓, verification ✓, idempotency ✓

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Add detailed documentation for the Docker-based CI test harness:
- Overview of test infrastructure and workflow
- Quick start guide for running tests locally
- Explanation of ci_test mode and what gets skipped
- Test coverage matrix (75% of playbook tasks)
- Idempotency improvements and examples
- Troubleshooting guide for common test failures
- Instructions for adding new tests and distributions
- CI/CD integration examples (GitHub Actions, GitLab)
- Performance metrics and optimization tips

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Reverted install.sh to the original remote installation script from main
branch, which clones the repository and runs the playbook.

This restores the curl | bash installation pattern for remote usage.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Removed macOS detection and support from the remote installer script to
align with the playbook which only supports Debian/Ubuntu Linux.

Also updated repository URLs from pasogott/clawdbot-ansible to
openclaw/openclaw-ansible.

Changes:
- Remove macOS OS detection
- Update error messages to only mention Linux support
- Change clone URL to https://github.com/openclaw/openclaw-ansible.git
- Update raw GitHub URL for consistency

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Provides coworker with actionable documentation cleanup checklist,
CI test harness info, and GitHub issue template for future macOS
restoration with proper security hardening.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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