Loosen the all-or-nothing stance on provisioning: where a platform has no API to seed access, a guided runbook is the right answer. docs/seeding-runbook.md covers the three Telegram steps that cannot be automated, and each carries a "why not automated" line so the judgement can be revisited rather than inherited. Telegram's steps resist automation incidentally -- nobody built the endpoints -- unlike a control such as KYC, which resists by design and where a weak component would be a defect rather than an opening. Fix the schema's $id, which was a relative path and broke $ref resolution in ordinary validators, and add the visibility/username constraint the field descriptions already claimed. Both specs now validate, and the rejections are tested. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_0172sgCZEEDJcnQmr4SGDvKa Assistant: claude-code Assistant-Model: opus Assistant-Process: 1361245@bnt-lap001 Assistant-Session: b3b428ef-f3e6-4688-b091-01f71461d66a
149 lines
5.9 KiB
Markdown
149 lines
5.9 KiB
Markdown
# Operator runbook — seeding platform access
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Some platform access cannot be provisioned from a specification. Telegram will
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not let software create the *first* credential: an account needs a phone and a
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device, and `api_id` / `api_hash` come from a web form behind a login. No API
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exists for either, and none is coming, because their purpose is to establish that
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a person is on the other end.
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This runbook is what we do instead. It is not a lowering of the bar. **A manual
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step is acceptable when it is guided, repeatable, and bounded — and unacceptable
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when it is merely undocumented.** The test each step below has to pass is that
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an operator who has never done it can follow it once, get the same result as
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anyone else, and hand the outcome to a tool that takes over from there.
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## The rule this runbook operates under
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> Automate everything that has an interface. Where a step exists specifically to
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> prove a human is present, guide it — and record why it resisted automation, so
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> the judgement can be revisited rather than inherited.
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Every manual step below carries a **Why not automated** line. That line is the
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thing to re-read when the platform changes. Some of them will stop being true;
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the sooner that is noticed, the smaller the runbook gets.
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There is a real distinction here worth keeping. A KYC identity check resists
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automation *by design* — automating it would defeat what it is for, and a
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component weak enough to allow it is a defect, not an opportunity. A web form
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that mints an API key resists automation only *incidentally*, because nobody
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built the endpoint. The first stays manual on principle. The second is a
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candidate the moment anything changes.
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Telegram's steps are all the second kind. None of them is a fraud control; they
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are just interfaces that were never built.
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---
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## Before you start
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Have these ready. Stopping halfway through to find one is how the session
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becomes irreproducible.
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- [ ] A phone number that can receive SMS, **not** a personal one
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- [ ] A device with Telegram installed, to complete the first login
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- [ ] Access to OpenBao (`bao.coulomb.social`) with write on the interface's path
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- [ ] The campaign's presence spec merged (`pr-hall-of-helix/presence/telegram.yaml`)
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- [ ] The avatar asset committed and referenced by the spec
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Roughly 20 minutes, once.
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---
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## Step 1 — Register the operator account
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**Why not automated:** Telegram requires a phone number and an SMS round trip.
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There is no registration API at any tier. This is the step whose whole purpose
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is to prove a person is present.
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1. Install Telegram on the device and register with the operator phone number.
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2. Set a display name that reads as an operator account, not a person.
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3. Enable two-factor authentication and put the password in OpenBao at
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`<interface-path>/telegram/operator-2fa` immediately.
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**Do not use a personal account.** If it is rate-limited or restricted — which
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automation can cause — the loss should be a throwaway account, not someone's
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messages.
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**Record:** the phone number, in OpenBao at `<interface-path>/telegram/operator-phone`.
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---
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## Step 2 — Obtain `api_id` and `api_hash`
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**Why not automated:** issued by a web form at my.telegram.org behind a login
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code. No API. This one is incidental rather than principled — if Telegram ever
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exposes it, Step 2 disappears.
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1. Go to <https://my.telegram.org>, log in with the operator number.
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2. **API development tools** → create an application.
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- App title: `helixforge-provisioner`
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- Platform: Other
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3. Copy `api_id` and `api_hash`.
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**Record:** both, in OpenBao at `<interface-path>/telegram/operator-app`.
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They are shown once per application. Losing them means creating another.
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---
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## Step 3 — Mint the MTProto session
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**Why not automated:** the login code arrives out of band, on the device. The
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command is interactive by necessity — but *only this command*, and only once.
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```bash
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provision session bootstrap --campaign hall-of-helix
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```
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It prompts for the phone number, the login code, and the 2FA password, then
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writes the session string to OpenBao at
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`<interface-path>/telegram/operator-session`.
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The session string is a **full-account credential** — it can do anything the
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account can. It never leaves OpenBao, is never given to the adapter, and is used
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only by the provisioner. Treat losing it as losing the account.
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**Verify:**
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```bash
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provision session check --campaign hall-of-helix # prints the account, no secrets
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```
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---
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## Step 4 — Hand over to the provisioner
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From here nothing is manual. The remaining work is `FT-WP-0002` T03–T06:
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```bash
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provision plan --spec ../pr-hall-of-helix/presence/telegram.yaml # read the diff
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provision apply --spec ../pr-hall-of-helix/presence/telegram.yaml # execute it
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```
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`apply` registers the bot through BotFather, sets its name, about text,
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description and avatar, creates both channels, adds the bot as administrator with
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`post_messages` only, generates the redaction salt if it is absent, and writes
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`presence/resolved/hall-of-helix.yaml`.
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**Read the plan before approving it.** That is the human judgement this design
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keeps — not clicking through BotFather, but deciding whether the diff is what
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was intended.
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---
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## Re-running this
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Steps 1–2 are once per operator account, ever. Step 3 repeats only if the session
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is revoked — by a password change, an explicit sign-out, or Telegram invalidating
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it. When that happens, re-run Step 3 alone; nothing else is affected, because
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resolved state and the bot token do not depend on the session that created them.
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Step 4 is safe to repeat at any time. It is a converging reconciler, and a second
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apply over an unchanged spec does nothing.
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## When a step stops being necessary
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Re-read the **Why not automated** lines whenever Telegram changes its API surface,
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and delete the step if the reason has expired. A runbook nobody prunes becomes a
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description of how things used to work, and the manual steps in it start looking
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like requirements rather than gaps.
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