infra/docs/runbooks/mailserver-pfsense-haproxy.md
Viktor Barzin 43fe11fffc [mailserver] Phase 6 — decommission MetalLB LB path [ci skip]
## Context (bd code-yiu)

With Phase 4+5 proven (external mail flows through pfSense HAProxy +
PROXY v2 to the alt PROXY-speaking container listeners), the MetalLB
LoadBalancer Service + `10.0.20.202` external IP + ETP:Local policy are
obsolete. Phase 6 decommissions them and documents the steady-state
architecture.

## This change

### Terraform (stacks/mailserver/modules/mailserver/main.tf)
- `kubernetes_service.mailserver` downgraded: `LoadBalancer` → `ClusterIP`.
- Removed `metallb.io/loadBalancerIPs = "10.0.20.202"` annotation.
- Removed `external_traffic_policy = "Local"` (irrelevant for ClusterIP).
- Port set unchanged — the Service still exposes 25/465/587/993 for
  intra-cluster clients (Roundcube pod, `email-roundtrip-monitor`
  CronJob) that hit the stock PROXY-free container listeners.
- Inline comment documents the downgrade rationale + companion
  `mailserver-proxy` NodePort Service that now carries external traffic.

### pfSense (ops, not in git)
- `mailserver` host alias (pointing at `10.0.20.202`) deleted. No NAT
  rule references it post-Phase-4; keeping it would be misleading dead
  metadata. Reversible via WebUI + `php /tmp/delete-mailserver-alias.php`
  companion script (ad-hoc, not checked in — alias is just a
  Firewall → Aliases → Hosts entry).

### Uptime Kuma (ops)
- Monitors `282` and `283` (PORT checks) retargeted from `10.0.20.202`
  → `10.0.20.1`. Renamed to `Mailserver HAProxy SMTP (pfSense :25)` /
  `... IMAPS (pfSense :993)` to reflect their new purpose (HAProxy
  layer liveness). History retained (edit, not delete-recreate).

### Docs
- `docs/runbooks/mailserver-pfsense-haproxy.md` — fully rewritten
  "Current state" section; now reflects steady-state architecture with
  two-path diagram (external via HAProxy / intra-cluster via ClusterIP).
  Phase history table marks Phase 6 . Rollback section updated (no
  one-liner post-Phase-6; need Service-type re-upgrade + alias re-add).
- `docs/architecture/mailserver.md` — Overview, Mermaid diagram, Inbound
  flow, CrowdSec section, Uptime Kuma monitors list, Decisions section
  (dedicated MetalLB IP → "Client-IP Preservation via HAProxy + PROXY
  v2"), Troubleshooting all updated.
- `.claude/CLAUDE.md` — mailserver monitoring + architecture paragraph
  updated with new external path description; references the new runbook.

## What is NOT in this change

- Removal of `10.0.20.202` from `cloudflare_proxied_names` or any
  reserved-IP tracking — wasn't there to begin with. The
  `metallb-system default` IPAddressPool (10.0.20.200-220) shows 2 of
  19 available after this, confirming `.202` went back to the pool.
- Phase 4 NAT-flip rollback scripts — kept on-disk, still valid if
  someone re-introduces the MetalLB LB (see runbook "Rollback").

## Test Plan

### Automated (verified pre-commit 2026-04-19)
```
# Service is ClusterIP with no EXTERNAL-IP
$ kubectl get svc -n mailserver mailserver
mailserver   ClusterIP   10.103.108.217   <none>   25/TCP,465/TCP,587/TCP,993/TCP

# 10.0.20.202 no longer answers ARP (ping from pfSense)
$ ssh admin@10.0.20.1 'ping -c 2 -t 2 10.0.20.202'
2 packets transmitted, 0 packets received, 100.0% packet loss

# MetalLB pool released the IP
$ kubectl get ipaddresspool default -n metallb-system \
    -o jsonpath='{.status.assignedIPv4} of {.status.availableIPv4}'
2 of 19 available

# E2E probe — external Brevo → WAN:25 → pfSense HAProxy → pod — STILL SUCCEEDS
$ kubectl create job --from=cronjob/email-roundtrip-monitor probe-phase6 -n mailserver
... Round-trip SUCCESS in 20.3s ...
$ kubectl delete job probe-phase6 -n mailserver

# pfSense mailserver alias removed
$ ssh admin@10.0.20.1 'php -r "..." | grep mailserver'
(no output)
```

### Manual Verification
1. Visit `https://uptime.viktorbarzin.me` — monitors 282/283 green on new
   hostname `10.0.20.1`.
2. Roundcube login works (`https://mail.viktorbarzin.me/`).
3. Send test email to `smoke-test@viktorbarzin.me` from Gmail — observe
   `postfix/smtpd-proxy25/postscreen: CONNECT from [<Gmail-IP>]` in
   mailserver logs within ~10s.
4. CrowdSec should still see real client IPs in postfix/dovecot parsers
   (verify with `cscli alerts list` on next auth-fail event).

## Phase history (bd code-yiu)

| Phase | Status | Description |
|---|---|---|
| 1a  |  `ef75c02f` | k8s alt :2525 listener + NodePort Service |
| 2   |  2026-04-19 | pfSense HAProxy pkg installed |
| 3   |  `ba697b02` | HAProxy config persisted in pfSense XML |
| 4+5 |  `9806d515` | 4-port alt listeners + HAProxy frontends + NAT flip |
| 6   |  **this commit** | MetalLB LB retired; 10.0.20.202 released; docs updated |

Closes: code-yiu
2026-04-19 12:36:11 +00:00

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9.6 KiB
Markdown

# pfSense HAProxy for Mailserver — Runbook
Last updated: 2026-04-19 (Phase 6 complete)
## What & why
External mail traffic (SMTP/IMAP) requires **real client IP visibility** for
CrowdSec + Postfix rate-limiting. MetalLB cannot inject PROXY-protocol
headers (see [`mailserver-proxy-protocol.md`](./mailserver-proxy-protocol.md)),
so pfSense runs a small HAProxy that:
1. Listens on the pfSense VLAN20 IP (`10.0.20.1`) on all 4 mail ports,
2. Forwards each connection to a k8s node's NodePort with `send-proxy-v2`,
3. Injects PROXY v2 framing so Postfix/Dovecot see the original client IP,
4. TCP health-checks every k8s worker — any node can serve (ETP:Cluster).
Corresponding k8s-side setup (`stacks/mailserver/modules/mailserver/`):
- ConfigMap `mailserver-user-patches``user-patches.sh` appends 3 alt
`master.cf` services to Postfix:
- `:2525` postscreen (alt :25) with `postscreen_upstream_proxy_protocol=haproxy`
- `:4465` smtpd (alt :465 SMTPS) with `smtpd_upstream_proxy_protocol=haproxy`
- `:5587` smtpd (alt :587 submission) with `smtpd_upstream_proxy_protocol=haproxy`
- ConfigMap `mailserver.config` adds Dovecot `inet_listener imaps_proxy` on
port 10993 with `haproxy = yes` and `haproxy_trusted_networks = 10.0.20.0/24`.
- Service `mailserver-proxy` (NodePort, ETP:Cluster) with 4 NodePorts:
- `port 25 → targetPort 2525 → nodePort 30125`
- `port 465 → targetPort 4465 → nodePort 30126`
- `port 587 → targetPort 5587 → nodePort 30127`
- `port 993 → targetPort 10993 → nodePort 30128`
- Service `mailserver` (ClusterIP) — unchanged stock ports 25/465/587/993
for intra-cluster clients (Roundcube pod, `email-roundtrip-monitor`
CronJob). These listeners are PROXY-free.
bd: `code-yiu`.
## Steady-state architecture
```
External mail (WAN) path — PROXY v2
┌─────────────────────────────────────────────────────────────────────┐
│ Client (real IP) │
│ │ SMTP/SMTPS/Sub/IMAPS │
│ ▼ │
│ pfSense WAN:{25,465,587,993} │
│ │ NAT rdr → 10.0.20.1:{same} │
│ ▼ │
│ pfSense HAProxy (mode tcp, 4 frontends, 4 backend pools) │
│ │ send-proxy-v2 + tcp-check inter 120000 │
│ ▼ │
│ k8s-node<1-4>:{30125..30128} ← any node (ETP:Cluster) │
│ │ kube-proxy SNAT (source IP lost on the wire) │
│ ▼ │
│ mailserver pod :{2525,4465,5587,10993} │
│ │ postscreen / smtpd / Dovecot parse PROXY v2 header │
│ │ → real client IP recovered despite kube-proxy SNAT │
│ ▼ │
│ CrowdSec + Postfix / Dovecot see the true source IP ✓ │
└─────────────────────────────────────────────────────────────────────┘
Intra-cluster path — no PROXY
┌─────────────────────────────────────────────────────────────────────┐
│ Roundcube pod / email-roundtrip-monitor CronJob │
│ │ SMTP/IMAP │
│ ▼ │
│ mailserver.mailserver.svc.cluster.local:{25,465,587,993} │
│ │ ClusterIP — bypasses LoadBalancer/NodePort layer entirely │
│ ▼ │
│ mailserver pod stock :{25,465,587,993} (PROXY-free) │
└─────────────────────────────────────────────────────────────────────┘
```
## Validation
```sh
# All HAProxy frontends listening
ssh admin@10.0.20.1 'sockstat -l | grep haproxy'
# Expect: *:25, *:465, *:587, *:993, *:2525 (test port)
# All backend pools healthy
ssh admin@10.0.20.1 "echo 'show servers state' | socat /tmp/haproxy.socket stdio" \
| awk 'NR>1 {print $3, $4, $6}'
# srv_op_state 2 = UP, 0 = DOWN
# Container listens on all 8 ports
kubectl exec -n mailserver -c docker-mailserver deployment/mailserver -- \
ss -ltn | grep -E ':(25|2525|465|4465|587|5587|993|10993)\b'
# pf rdr points at pfSense (10.0.20.1), not <mailserver> alias
ssh admin@10.0.20.1 'pfctl -sn' | grep -E 'port = (25|submission|imaps|smtps)'
# E2E probe — Brevo → external MX :25 → IMAP fetch
kubectl create job --from=cronjob/email-roundtrip-monitor probe-test -n mailserver
kubectl wait --for=condition=complete --timeout=90s job/probe-test -n mailserver
kubectl logs job/probe-test -n mailserver | grep SUCCESS
kubectl delete job probe-test -n mailserver
# Real client IP in maillog post-delivery
kubectl logs -c docker-mailserver deployment/mailserver -n mailserver \
| grep 'smtpd-proxy25.*CONNECT from' | tail -5
# Expect external source IPs (e.g., Brevo 77.32.148.x), NOT 10.0.20.x
```
## Bootstrap / restore from scratch
pfSense HAProxy config lives in `/cf/conf/config.xml` under
`<installedpackages><haproxy>`. That file is scp'd nightly to
`/mnt/backup/pfsense/config-YYYYMMDD.xml` by `scripts/daily-backup.sh`, then
synced to Synology. To rebuild from source of truth (git):
```sh
scp infra/scripts/pfsense-haproxy-bootstrap.php admin@10.0.20.1:/tmp/
ssh admin@10.0.20.1 'php /tmp/pfsense-haproxy-bootstrap.php'
```
The script is idempotent — re-runs reset the mailserver frontends + backends
to the declared state.
Expected output:
```
haproxy_check_and_run rc=OK
```
## Operations
### Change backend k8s node IPs / NodePorts
Edit `infra/scripts/pfsense-haproxy-bootstrap.php``$NODES` array + the
`build_pool()` port arguments. Re-run the bootstrap command above. Don't
hand-edit `/var/etc/haproxy/haproxy.cfg` — it is regenerated from XML on
every apply.
### Check health of backends
```sh
ssh admin@10.0.20.1 "echo 'show servers state' | socat /tmp/haproxy.socket stdio"
```
`srv_op_state=2` means UP, `0` means DOWN.
### View live HAProxy stats (WebUI)
`https://pfsense.viktorbarzin.me` → Services → HAProxy → Stats.
### Reload after config.xml edit
```sh
ssh admin@10.0.20.1 'pfSsh.php playback svc restart haproxy'
```
### Rollback (flip NAT back to MetalLB, post-Phase-6 only partial)
There is no Phase-6 rollback one-liner. Phase 6 removed the MetalLB
LoadBalancer 10.0.20.202 entirely, so un-flipping NAT now would send
traffic to a dead alias. To regress:
1. Re-add `metallb.io/loadBalancerIPs = "10.0.20.202"` + `type = "LoadBalancer"`
+ `external_traffic_policy = "Local"` to `kubernetes_service.mailserver`,
apply.
2. Re-add the `mailserver` host alias in pfSense pointing at 10.0.20.202
(Firewall → Aliases → Hosts).
3. Run `infra/scripts/pfsense-nat-mailserver-haproxy-unflip.php` on pfSense.
For rollback of just the NAT (Phase 4) without touching the Service, only
the third step is needed — but only meaningful BEFORE Phase 6.
### Restore from backup
pfSense config backup is a plain XML file:
```
/mnt/backup/pfsense/config-YYYYMMDD.xml # sda host copy (1.1TB RAID1)
/volume1/Backup/Viki/pve-backup/pfsense/... # Synology offsite
```
Full restore: pfSense WebUI → Diagnostics → Backup & Restore → Upload that
`config.xml`. The `<installedpackages><haproxy>` section is included.
## Phase history (bd code-yiu)
| Phase | Status | Description |
|---|---|---|
| 1a | ✅ commit `ef75c02f` | k8s alt :2525 listener + NodePort Service |
| 2 | ✅ 2026-04-19 | pfSense HAProxy pkg installed (`pfSense-pkg-haproxy-devel-0.63_2`, HAProxy 2.9-dev6) |
| 3 | ✅ commit `ba697b02` | HAProxy config persisted in pfSense XML (bootstrap script + this runbook) |
| 4+5| ✅ commit `9806d515` | 4-port alt listeners + HAProxy frontends for 25/465/587/993 + NAT flip |
| 6 | ✅ this commit | Mailserver Service downgraded LoadBalancer → ClusterIP; `10.0.20.202` released back to MetalLB pool; orphan `mailserver` pfSense alias removed; monitors retargeted |
## Known warts
- HAProxy TCP health-check with `send-proxy-v2` generates `getpeername:
Transport endpoint not connected` warnings on postscreen every check cycle.
Mitigated with `inter 120000` (2 min). To reduce further, switch to
`option smtpchk` — but that requires a separate non-PROXY health-check
port on the pod (not done yet).
- Frontend binds on all pfSense interfaces (`bind :25` instead of
`10.0.20.1:25`). `<extaddr>` is set in XML but pfSense templates it
port-only. Low concern in practice because WAN firewall rules plus the
NAT rdr gate external access; internal VLAN clients SHOULD be able to
reach HAProxy on any pfSense-local IP.
- k8s-node5 doesn't exist — cluster has master + 4 workers. Backend pool
capped at 4 servers.
- Postscreen still logs `improper command pipelining` for legitimate
clients that send `EHLO\r\nQUIT\r\n` as a single TCP write. This is
unchanged pre/post-migration — postscreen's anti-bot heuristic.