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@NickVolynkin NickVolynkin commented Jul 23, 2025

Summary by CodeRabbit

  • New Features

    • Added a detailed step-by-step guide for installing Cozystack using kexec from an existing Linux OS.
  • Documentation

    • Updated hardware requirements and clarified installation methods in deployment and requirements guides.
    • Enhanced toolchain instructions, specifying installation locations and adding inline commands.
    • Standardized section ordering and formatting for improved clarity.
    • Revised page titles for ISO and PXE installation guides for consistency.

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coderabbitai bot commented Jul 23, 2025

Walkthrough

Documentation for deploying a cluster and its prerequisites was updated for clarity, generalization, and improved organization. Installation method references were reordered, and a new guide for booting Talos Linux via kexec from an existing Linux OS was added. Minor metadata changes were made to installation guides for consistency.

Changes

Cohort / File(s) Change Summary
Getting Started Documentation Updates
content/en/docs/getting-started/deploy-cluster.md, content/en/docs/getting-started/requirements.md
Generalized hardware requirements, clarified Talos Linux installation/bootstrapping, reorganized toolchain section, updated tool installation instructions, and referenced new installation methods. Expanded objectives and added notes on kexec as the preferred boot method.
New kexec Installation Guide
content/en/docs/talos/install/kexec.md
Added a new step-by-step guide for installing Cozystack by booting Talos Linux from an existing Linux OS using kexec, including preparation, kernel/initramfs download, network configuration, and boot execution.
Installation Guide Metadata Updates
content/en/docs/talos/install/iso.md, content/en/docs/talos/install/pxe.md
Changed linkTitle metadata for ISO and PXE installation guides for consistency; no content or logic changes.

Sequence Diagram(s)

sequenceDiagram
    participant User
    participant ExistingLinux
    participant TalosLinux
    participant Cozystack

    User->>ExistingLinux: Install kexec-tools
    User->>ExistingLinux: Download Talos kernel/initramfs
    User->>ExistingLinux: Prepare network config & kernel args
    User->>ExistingLinux: Run kexec --load with kernel/initramfs
    User->>ExistingLinux: Run kexec --exec
    ExistingLinux->>TalosLinux: Boot into Talos Linux
    User->>TalosLinux: Bootstrap cluster (with talm/talosctl)
    TalosLinux->>Cozystack: Prepare for installation
Loading

Estimated code review effort

🎯 2 (Simple) | ⏱️ ~8 minutes

Possibly related PRs

Suggested labels

documentation

Suggested reviewers

  • klinch0

Poem

A rabbit hops with docs in paw,
To boot with kexec—what it saw!
From Linux old to Talos new,
Installation steps, clear and true.
Metadata tidied, guides aligned,
Cluster dreams now well-defined.
🐇✨

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  • Create PR with unit tests
  • Post copyable unit tests in a comment
  • Commit unit tests in branch tutorial-kexec-talm

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Summary of Changes

Hello @NickVolynkin, I'm Gemini Code Assist1! I'm currently reviewing this pull request and will post my feedback shortly. In the meantime, here's a summary to help you and other reviewers quickly get up to speed!

This pull request refines the Cozystack cluster deployment tutorial by standardizing the Talos Linux installation method to use kexec for a more focused and streamlined user experience. Concurrently, it improves documentation structure by relocating generic instructions for installing Cozystack on existing Kubernetes distributions to a more relevant section within the bundles documentation.

Highlights

  • Tutorial Simplification: The deploy-cluster.md tutorial has been updated to focus on a single, recommended method for installing Talos Linux using kexec, removing previous installation options (PXE, ISO, Hetzner) to streamline the getting started experience.
  • Documentation Refactoring: General notes and mandatory settings for installing Cozystack on pre-existing or managed Kubernetes clusters have been moved from the main deployment tutorial (deploy-cluster.md) to the paas-hosted.md bundle documentation, improving content organization.
  • Updated Prerequisites: The initial 'Before you begin' section in the deployment tutorial (deploy-cluster.md) has been generalized to include bare metal servers alongside virtual machines as valid nodes for deployment.
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@NickVolynkin NickVolynkin force-pushed the tutorial-kexec-talm branch from 395c0f8 to f249e6f Compare July 23, 2025 07:10
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Code Review

This pull request refactors the "Deploy Cluster" tutorial to focus on using kexec and Talm, which simplifies the guide for new users. The change also moves information about installing on existing Kubernetes clusters to a more appropriate location within the operations documentation. Overall, these changes improve the clarity and structure of the documentation. I've identified a minor typo and provided a suggestion to further enhance the documentation's organization for better discoverability.

@NickVolynkin NickVolynkin force-pushed the tutorial-kexec-talm branch 2 times, most recently from 07034a7 to c09ca87 Compare July 28, 2025 17:19
@NickVolynkin NickVolynkin marked this pull request as ready for review July 28, 2025 17:19
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Actionable comments posted: 1

🧹 Nitpick comments (6)
content/en/docs/getting-started/deploy-cluster.md (2)

12-14: Hyphenate the compound adjective “bare-metal”

As this phrase directly modifies “servers,” a hyphen avoids ambiguity.

-Make sure that you have nodes (bare metal servers or VMs) that fit the
+Make sure that you have nodes (bare-metal servers or VMs) that fit the

31-34: Prefer ordered list autonegotiation, but avoid repeating “1.”

Using “1.” for every bullet renders fine in Markdown but hurts raw readability. Suggest letting the renderer handle numbering while preserving sequence in the source.

-1.  Install Talos Linux on your nodes or start it from another OS using `kexec`.
-1.  Bootstrap Talos to run a Kubernetes cluster.
-1.  Get a kubeconfig, check cluster status, and prepare to install Cozystack.
+1.  Install Talos Linux on your nodes or start it from another OS using `kexec`.
+2.  Bootstrap Talos to run a Kubernetes cluster.
+3.  Get a kubeconfig, check cluster status, and prepare to install Cozystack.
content/en/docs/getting-started/requirements.md (2)

8-19: Avoid <br> inside lists

Line breaks inside list items are better handled with blank lines or sub-bullets; raw <br> hampers portability to other renderers.

Example refactor:

-    -   HDD1: 32GiB<br>Primary disk, used for Talos Linux, etcd storage, and downloaded images.
-    -   HDD2: 100GiB<br>Secondary disk, used for user application data.
+    -   HDD1: 32 GiB  
+        Primary disk, used for Talos Linux, etcd storage, and downloaded images.
+    -   HDD2: 100 GiB  
+        Secondary disk, used for user application data.

31-33: Clarify preferred vs. required

Currently reads “Using kexec is a simple way … optimal for this tutorial.”
Consider explicitly stating it is optional, as some users may not have an existing Linux install.

Minor wording tweak:

-Using `kexec` is a simple way to boot Talos Linux, optimal for this tutorial.
+Using `kexec` is the simplest path for this tutorial, but any supported installation method will work.
content/en/docs/talos/install/kexec.md (2)

98-101: Safety reminder: confirm --exec step

Running kexec --exec will instantly drop the current kernel without clean shutdown. A short cautionary note (e.g., “make sure all important data is saved”) would help prevent accidents.


125-132: Missing links to bootstrap guides

available tools: implies links, but none follow in this paragraph. Consider mirroring the bullet list used in deploy-cluster.md for consistency.

📜 Review details

Configuration used: CodeRabbit UI
Review profile: CHILL
Plan: Pro

📥 Commits

Reviewing files that changed from the base of the PR and between f0b538c and c09ca87.

📒 Files selected for processing (5)
  • content/en/docs/getting-started/deploy-cluster.md (1 hunks)
  • content/en/docs/getting-started/requirements.md (2 hunks)
  • content/en/docs/talos/install/iso.md (1 hunks)
  • content/en/docs/talos/install/kexec.md (1 hunks)
  • content/en/docs/talos/install/pxe.md (1 hunks)
🧰 Additional context used
🧠 Learnings (3)
content/en/docs/talos/install/iso.md (1)

Learnt from: nbykov0
PR: #165
File: content/en/docs/getting-started/first-deployment.md:475-476
Timestamp: 2025-04-21T19:21:40.546Z
Learning: In the Cozystack documentation, bold text like "OIDC" before a final note is used as a label/callout rather than a formal section heading, which typically use markdown heading syntax (## or ###).

content/en/docs/getting-started/requirements.md (1)

Learnt from: lb0o
PR: #178
File: content/en/docs/getting-started/first-deployment.md:58-62
Timestamp: 2025-04-25T13:11:41.282Z
Learning: The talos-bootstrap tool doesn't have usable releases at the moment, so it needs to be fetched directly from the master branch using curl.

content/en/docs/getting-started/deploy-cluster.md (1)

Learnt from: lb0o
PR: #178
File: content/en/docs/getting-started/first-deployment.md:58-62
Timestamp: 2025-04-25T13:11:41.282Z
Learning: The talos-bootstrap tool doesn't have usable releases at the moment, so it needs to be fetched directly from the master branch using curl.

🪛 LanguageTool
content/en/docs/talos/install/kexec.md

[style] ~87-~87: Consider a different adjective to strengthen your wording.
Context: ...ceed to the next step. For details and deep explanation of this step, see the docum...

(DEEP_PROFOUND)

content/en/docs/getting-started/deploy-cluster.md

[uncategorized] ~12-~12: If this is a compound adjective that modifies the following noun, use a hyphen.
Context: ...u begin Make sure that you have nodes (bare metal servers or VMs) that fit the [hardware ...

(EN_COMPOUND_ADJECTIVE_INTERNAL)

🔇 Additional comments (5)
content/en/docs/talos/install/iso.md (1)

3-3: Metadata change looks good

linkTitle now matches the pattern used across the other install docs (ISO Installation). No further action required.

content/en/docs/talos/install/pxe.md (1)

3-3: Consistent casing for link titles

The move to sentence-case (PXE installation) aligns with the new convention introduced in this PR. ✅

content/en/docs/getting-started/deploy-cluster.md (2)

17-25: Update the front-matter description for consistency

The front-matter description (line 4) still says “on a set of virtual machines,” which conflicts with the newly generalised wording here (nodes / bare-metal). Recommend adjusting the description to stay in sync.


39-41: Minor ordering suggestion

Listing the declarative tool (Talm) first is sensible. If you intend “native first” instead, swap talosctl and Talm.

Purely cosmetic—no action required unless you have a preference.

content/en/docs/talos/install/kexec.md (1)

68-77: Shell snippet: netmask calculation may fail on BusyBox/mawk

The bitwise exponent operator 2^(8-p) works only with GNU awk. On distros with mawk the expression returns literal text.

Suggest pre-calculating via ipcalc (present on most distros) or a pure-bash approach.

Example replacement:

NETMASK=$(ipcalc -m "$IP/$CIDR" | cut -d= -f2)

Signed-off-by: Nick Volynkin <nick.volynkin@gmail.com>
@NickVolynkin NickVolynkin force-pushed the tutorial-kexec-talm branch from c09ca87 to 337e5c3 Compare July 28, 2025 19:31
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Actionable comments posted: 0

🧹 Nitpick comments (7)
content/en/docs/getting-started/deploy-cluster.md (3)

12-13: Hyphenate the compound adjective “bare-metal”.

Minor grammar nit: for compound adjectives that precede a noun, a hyphen is preferred (“bare-metal servers”).


17-18: Replace “On this step” with “In this step”.

“In this step” is the more common idiom for process documentation.

-On this step of the tutorial you will bootstrap
+In this step of the tutorial you will bootstrap

31-34: Clarify that the list is ordered by increasing complexity.

Readers may wonder why “kexec” is listed first. A short phrase such as “(quickest) / (most automated)” would make the ordering intention explicit.

content/en/docs/talos/install/kexec.md (4)

49-50: Tense consistency – use present perfect with “since”.

“Cozystack has supported kexec installation since version v0.29.2.”

-Cozystack supports `kexec` installation since version `v0.29.2`
+Cozystack has supported `kexec` installation since version `v0.29.2`.

56-60: Hyphenate “kernel-level IP configuration”.

This term reads more naturally with a hyphen.

-"Kernel level IP configuration".
+"kernel-level IP configuration".

64-71: Simplify netmask derivation to reduce awk complexity.

The current one-liner for converting CIDR to dotted netmask is hard to maintain. Using ipcalc (available in most distros) is clearer:

-NETMASK=$(echo "$CIDR" | awk '{p=$1;for(i=1;i<=4;i++){if(p>=8){o=255;p-=8}else{o=256-2^(8-p);p=0}printf(i<4?o".":o"\n")}}')
+NETMASK=$(ipcalc -b 0.0.0.0/"$CIDR" | awk -F= '/NETMASK/{print $2}')

Falls back gracefully and is self-documenting.


95-98: Remind users that both kexec commands must be run as root.

Running kexec --load/--exec without sufficient privileges silently fails on many systems. A short note (“run the following as root”) will save users troubleshooting time.

📜 Review details

Configuration used: CodeRabbit UI
Review profile: CHILL
Plan: Pro

📥 Commits

Reviewing files that changed from the base of the PR and between c09ca87 and 337e5c3.

📒 Files selected for processing (5)
  • content/en/docs/getting-started/deploy-cluster.md (1 hunks)
  • content/en/docs/getting-started/requirements.md (2 hunks)
  • content/en/docs/talos/install/iso.md (1 hunks)
  • content/en/docs/talos/install/kexec.md (1 hunks)
  • content/en/docs/talos/install/pxe.md (1 hunks)
✅ Files skipped from review due to trivial changes (2)
  • content/en/docs/talos/install/pxe.md
  • content/en/docs/talos/install/iso.md
🚧 Files skipped from review as they are similar to previous changes (1)
  • content/en/docs/getting-started/requirements.md
🧰 Additional context used
🧠 Learnings (1)
content/en/docs/getting-started/deploy-cluster.md (1)

Learnt from: lb0o
PR: #178
File: content/en/docs/getting-started/first-deployment.md:58-62
Timestamp: 2025-04-25T13:11:41.282Z
Learning: The talos-bootstrap tool doesn't have usable releases at the moment, so it needs to be fetched directly from the master branch using curl.

🪛 LanguageTool
content/en/docs/getting-started/deploy-cluster.md

[uncategorized] ~12-~12: If this is a compound adjective that modifies the following noun, use a hyphen.
Context: ...u begin Make sure that you have nodes (bare metal servers or VMs) that fit the [hardware ...

(EN_COMPOUND_ADJECTIVE_INTERNAL)

content/en/docs/talos/install/kexec.md

[style] ~84-~84: Consider a different adjective to strengthen your wording.
Context: ...ceed to the next step. For details and deep explanation of this step, see the docum...

(DEEP_PROFOUND)

@NickVolynkin NickVolynkin merged commit 3ec2bfe into main Jul 29, 2025
6 checks passed
@NickVolynkin NickVolynkin deleted the tutorial-kexec-talm branch July 29, 2025 07:13
@coderabbitai coderabbitai bot mentioned this pull request Sep 10, 2025
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