# Client Onboarding & Fleet Runbook (`CLIENT-ONBOARDING-RUNBOOK.md`)

## 1. Overview & Agency Context
This document defines the complete standard operating procedure (SOP) and automated runbook for provisioning, authenticating, and onboarding client agency profiles (nodes) into the NetVM multi-tenant fleet on `bl`.

In accordance with the NetVM Ethics Charter (`https://start.muse-dev.online/ethics.html`):
- Managed services are strictly run for consenting clients with explicit authority.
- Every client receives a completely isolated network namespace (`warp-<node>`), dedicated WireGuard tunnel identity, isolated Chrome profile, and separate credentials.
- Canonical Naming Convention: `node == agent == profile == API account`.

---

## 2. Fleet Architecture & Port Allocation

The fleet uses a deterministic `94x0` CDP port and `warp-<node>` naming convention:

| Node | CDP Port | Netns | Egress IP | Purpose / Profile |
|------|----------|-------|-----------|-------------------|
| `muse` | `9410` | `warp-muse` | Dedicated WARP | Primary Dev / Orchestrator |
| `pip` | `9420` | `warp-pip` | Dedicated WARP | Production Agent |
| `646` | `9430` | `warp-646` | Dedicated WARP | Production Agent |
| `opm` | `9440` | `warp-opm` | Dedicated WARP | Production Agent |
| `def` | `9450` | `warp-def` | Dedicated WARP | Production Agent |
| `<new>` | `9460+` | `warp-<new>`| Dedicated WARP | Next provisioned client node |

---

## 3. Step-by-Step Client Onboarding SOP

### Phase 1: Infrastructure Provisioning (Automated)
Run the idempotent node provisioning script to generate the WireGuard identity, network namespace, CDP relay, and chrome-box profile:

```bash
# Example: Provisioning node 'dev1'
./bin/netvm-provision-node.sh dev1
```
*Verification:*
- Namespace created: `ip netns list | grep warp-dev1`
- Registry updated in `NODES.md` and `ACCOUNTS.md`.

---

### Phase 2: Sign-in Initiation (`super cred initiate`)
Launch the client login flow without handling raw passwords or secrets:

```bash
# For email OTP login:
super cred initiate --node dev1 --email client@domain.com

# Or via Python Agent API:
python3 bin/cred-client.py initiate --node dev1 --email client@domain.com
```

- If already authenticated, exits `0` (`active`).
- If awaiting verification code, exits `2` (`awaiting_otp`).

---

### Phase 3: Submitting Transient OTP (`super cred submit-otp`)
When the client or operator receives the 6-digit email OTP:

```bash
super cred submit-otp --node dev1 --otp 123456
```

- The code is submitted transiently and is never persisted to disk or logs.
- If the account directly enters chat, status transitions to `active`.
- If the account requires age verification, it advances to Phase 4.

---

### Phase 4: Resolving the Age Verification Gate (`/access/verification`)
When a brand-new or unlinked client profile reaches the Muse age verification gate:

#### Method A: Instagram Linking (Recommended)
1. Run:
   ```bash
   super cred link-instagram --node dev1 [--notify]
   ```
2. The system provides a one-tap Tailscale portal URL:
   `http://bl.tailfb5960.ts.net:8765/verify/dev1`
3. **Crucial Rule**: The operator or client must link an **established / aged Instagram profile** (not created within minutes). Brand-new Instagram accounts lack mature age signals, causing Meta Accounts Center to disable the Confirm button.
4. If completed via mobile/desktop browser, use an Incognito/Private window to prevent ambient Meta cookie bleed.
5. If executing automated RPA in-browser, inject the Instagram credentials and security code directly into the container's CDP session.

#### Method B: Credit Card Verification (Fallback)
If Instagram linking is not available, operator can complete the verification using a client payment card on `/access/verification`.

---

### Phase 5: Vitality & Status Monitoring
Query individual or fleet-wide health:

```bash
# Check single node
super cred status --node dev1

# Check entire fleet
super cred list
```

---

## 4. Rate-Limiting & Operational Safety Rules

To avoid platform anti-automation challenges and maintain high reputation:
1. **Pacing / Spacing**: Space new node creations and Instagram authorizations by **at least 15–20 minutes** per IP/session.
2. **Namespace Isolation**: Never attempt multi-account auth inside the same browser profile. Always execute inside the client's dedicated `warp-<node>` netns.
3. **No Credential Logging**: Never print plain text passwords or authentication tokens to stdout, git-tracked markdown, or plain text logs.