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docs(setup): use ~/.bashrc hand-off instead of chsh for zsh switch (#221)
## Summary

Follow-up fix on [#220](#220). The corp infra locks the default shell at user-provisioning time on the dev VM (`10.100.201.21`) — `chsh` is denied at the PAM level, so the `sudo chsh -s` block in [`20-zsh.sh`](docs/setup/scripts/20-zsh.sh) fails on every fresh VM.

Switch to the `~/.bashrc` exec-zsh hand-off — the same proven pattern used in the legacy [`02-wsl-terminal-setup.md`](docs/setup/02-wsl-terminal-setup.md). UX-identical for the dev, zero infra escalation required.

## What lands

| File | Change |
| --- | --- |
| `docs/setup/scripts/20-zsh.sh` | Drop the `sudo chsh -s` block. Append a guarded `exec zsh -l` block to `~/.bashrc` instead, marked with a managed-by comment for idempotency on re-runs. |
| `docs/setup/01-dev-debian-vm-setup.md` | Table row for `20-zsh.sh` updated — "set as default shell" → "`~/.bashrc` (exec zsh on interactive shells — `chsh` is blocked on the corp VM)". |
| `docs/setup/README.md` | Same descriptor adjustment. |

## The hand-off block

```bash
# Managed by docs/setup/scripts/20-zsh.sh — apf-portal zsh hand-off.
# Hand off to zsh on interactive shells. The `case $-` guard avoids
# breaking non-interactive bash (scp, rsync, cron, …), and the
# ZSH_VERSION check prevents an infinite re-exec loop.
case $- in
  *i*)
    if command -v zsh >/dev/null 2>&1 && [ -z "${ZSH_VERSION-}" ]; then
      exec zsh -l
    fi
    ;;
esac
```

Two safety nets in the block:

- **`case $- in *i*)`** — only runs the hand-off when the shell flag set contains `i` (interactive). `scp` / `rsync` / non-interactive ssh executions go through bash and are not hijacked.
- **`[ -z "${ZSH_VERSION-}" ]`** — `ZSH_VERSION` is set by zsh itself; if it's already set we're already in zsh and a re-exec would loop.

## Test plan

- [ ] On the dev VM, run `20-zsh.sh` on a fresh state: bash, no existing `~/.bashrc` zsh hand-off → script exits without `chsh` error, `~/.bashrc` gets the block appended, `exit` + reconnect lands in zsh.
- [ ] Re-run `20-zsh.sh` → reports `↪ skip zsh hand-off already in ~/.bashrc` (idempotency).
- [ ] `scp some-file vm-dev:/tmp/` from the workstation still works (non-interactive bash not hijacked).
- [x] `pnpm exec prettier --check` clean on the touched markdown files.
- [x] `bash -n docs/setup/scripts/20-zsh.sh` (syntax check) clean.

## Why not amend #220

#220 has already merged. Squash-merge collapsed it to `8a04540` on main; a force-push to amend would rewrite that commit and break anyone who's pulled it. The fix lands as a separate commit on the same setup-doc family.

---------

Co-authored-by: Julien Gautier <julien.gautier@apf.asso.fr>
Reviewed-on: #221
2026-05-24 19:55:32 +02:00

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5.8 KiB
Markdown

# Setup guides
Step-by-step setup procedures for new contributors. Each file is self-contained and idempotent — they document the state a developer should reach, not the order in which it must be done.
| # | File | Audience |
| --- | --------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 01 | [Debian 13 dev-VM setup](01-dev-debian-vm-setup.md) | **Default** — a dev who has just received a fresh dev VM from the infra team. Covers the full path: zsh + Oh My Zsh + Powerlevel10k, modern CLI tooling, Node via nvm, Docker CE, system tuning, optional VM hardening, project clones, the two IDE flows (VSCode Remote-SSH and Devcontainer), the hybrid (local + VM) mode. |
| 02 | [WSL terminal setup](02-wsl-terminal-setup.md) | Legacy — the original Windows-WSL flow. Kept for reference for devs still on that path until the org migrates to the VM-based flow. |
| 03 | [Dev web stack](03-dev-web-stack.md) | Notes on the web-side tooling. |
| 04 | [Angular + Nx monorepo](04-angular-nx-monorepo.md) | Reference notes on the Angular + Nx workspace layout. |
## `scripts/`
Modular setup scripts called from the doc above. Each is idempotent, each can be re-run safely. Run via the orchestrator (`bootstrap.sh`) or individually.
| Script | Purpose |
| ---------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [`bootstrap.sh`](scripts/bootstrap.sh) | Run every numbered script in order with a confirmation prompt at each step. |
| [`lib.sh`](scripts/lib.sh) | Common helpers — colour logging, idempotent `apt_install` / `ensure_line`. |
| [`10-base-packages.sh`](scripts/10-base-packages.sh) | apt + base packages every other script assumes (`curl wget git build-essential …`). |
| [`20-zsh.sh`](scripts/20-zsh.sh) | zsh + Oh My Zsh + Powerlevel10k + autosuggestions + syntax-highlighting. Patches `~/.zshrc` (theme / plugins / fzf hook) and `~/.bashrc` (exec zsh — `chsh` blocked on corp VM). |
| [`30-cli-tools.sh`](scripts/30-cli-tools.sh) | `bat eza fd-find ripgrep fzf zoxide ncdu keychain` + dev extras (`jq yq httpie make tree htop tmux direnv`). |
| [`40-node.sh`](scripts/40-node.sh) | nvm + Node from the repo's `.nvmrc` + corepack pinned to `package.json#packageManager`'s pnpm version. |
| [`50-docker.sh`](scripts/50-docker.sh) | Docker CE + compose plugin from docker.com apt repo + user added to `docker` group + service enabled at boot. |
| [`60-tuning.sh`](scripts/60-tuning.sh) | inotify watches → 524288, optional 4 GB swapfile, optional hostname rename (only prompts if generic). |
| [`70-hardening.sh`](scripts/70-hardening.sh) | Best-effort UFW + unattended-upgrades + fail2ban + sshd hardening drop-in. Probes before applying — skips done items. |
| [`80-dotfiles.sh`](scripts/80-dotfiles.sh) | Symlinks `notes/aliases.zsh``~/.oh-my-zsh/custom/aliases.zsh`. Copies `notes/gitconfig.txt` to `~/.gitconfig` with prompted identity. |
## `systemd/`
| File | Purpose |
| ---------------------------------------------------------------- | ------------------------------------------------------------------------------- |
| [`apf-portal-infra@.service`](systemd/apf-portal-infra@.service) | Template unit auto-starting `./infra/local/dev.sh up` at boot for a given user. |