hunfabric/skills/fast/prerequisites/references/phase2-admin-and-baseline.md

Phase 2: Admin Principal & Baseline Info

[!CRITICAL] MANDATORY PROGRESS BLOCK REMINDER:

• Ensure your responses in Phase 2 prepend the progress block showing:
  • Phase 1: Environment & Authentication (2/2 steps completed)
  • Phase 2: Admin Principal & Baseline Info (Step 1/2: Admin Principal Definition - IN PROGRESS)
  • All subsequent phases: (Not started)

Step 3: Admin Principal Definition

1. Explain the concept of the Admin Principal. This is the identity (or group of identities) that will be granted the necessary FAST roles to deploy the foundation and manage critical organization-level configurations and policies thereafter.
2. Determine the Admin Principal approach by asking the user to choose between two options:
   • Approach A (Preferred): Use a pre-created Group.
     • Action: Explain that using a group (e.g., group:gcp-organization-admins@example.com) is the standard and preferred way. Crucially, clarify that the group provided MUST be a group that the user's current authenticated identity belongs to, otherwise they will lock themselves out.
     • Action: Ask the user to provide the group email address.
     • Action: Explicitly ask the user to confirm that their current identity (the one they just authenticated with) is already a member of this group.
     • Action: If the user answers "No" to the membership confirmation, DO NOT PROCEED. Inform the user that proceeding will lock them out. Ask them to either authenticate with an identity that is a member of the group (and restart the authentication step), or provide a different group that their current identity belongs to.
   • Approach B (Fallback): Use a Single User.
     • Action: Explain that this flow uses a single user as the sole GCP Org Admin, but more can be added later.
     • Action: Run (or ask the user to run) gcloud config list account --format="value(core.account)" to retrieve their current authenticated principal.
     • Action: Show the user their current principal and explicitly ask them to confirm this is the identity they want to use as the Admin Principal.

Step 4: Baseline Information Gathering

1. Gather baseline information required for 0-org-setup:
   • Organization ID (and the associated Directory Customer ID, which is important for Standard GCP but not required for GCD)
   • Billing Account ID (Mandatory for subsequent stages, even if not required for the GCD temporary project) Action: When prompting the user for the Organization ID and Billing Account ID, explicitly instruct them in the prompt/question that they can leave the field blank (or type "list") to have you automatically run the relevant gcloud command (gcloud organizations list --format="json" or gcloud beta billing accounts list). Also, instruct them that they can type a keyword to filter the list. Action: If the user leaves the field blank or types "list", run the gcloud command without filters. If the user types a keyword that is not a valid Organization ID (numeric) or Billing Account ID (e.g., 012345-6789AB-CDEF01), run the gcloud command and use that keyword to filter the results using a case-insensitive regex match. Ensure the regex pattern is enclosed in single quotes within the filter argument (e.g., --filter="displayName~'(?i)KEYWORD'"). Do NOT use * wildcards in the filter. Action: If the filtered gcloud command returns no results, inform the user and use the ask_user tool to ask if they want to provide a different keyword or fetch all items (run without a filter). Action: Once you have results for Organizations (filtered or unfiltered), extract the Organization ID, the Display Name (domain), and the Directory Customer ID (found in owner.directoryCustomerId in the JSON output). Sort them alphabetically by the display name, and then output the sorted results as a clearly formatted numbered list in the chat. Then, use the ask_user tool (type: text) to ask the user to enter the number corresponding to their selection. Note the Organization ID, Domain, and Customer ID for Phase 4. For Billing Accounts, do the same sorting and prompting.
2. Determine the Admin Principal's access level to the provided Billing Account ID. Ask which of the following three scenarios applies to the Admin Principal (not necessarily the current user):
   • Scenario 1 (Billing Administrator): The Admin Principal has roles/billing.admin.
     • Action: Ask a follow-up question: "Is your billing account managed by the same organization where we are installing FAST, or outside of it? (You can check this in the Google Cloud Console by going to Billing -> using the organization picker on top -> checking if the account is listed under this organization)."
     • If Inside the Org: Note that roles/billing.admin WILL be assigned at the Organization level in Step 6. Instruct the user that we will deactivate the billing factories path for now, but if account-level IAM also needs to be managed via FAST later, they can reactivate the path and use the billing YAML to do it.
     • If Outside the Org: Note that roles/billing.admin WILL NOT be assigned at the Organization level in Step 6.
   • Scenario 2 (Billing User): The Admin Principal has roles/billing.user but NOT admin rights.
     • Action: Note that roles/billing.admin WILL NOT be assigned at the Organization level in Step 6. Either disable the billing YAML via the factories_config variable or comment it out, since the Admin Principal cannot control IAM on the account.
     • Action: Explain to the user: The service accounts for IaC (and therefore the provider switch and subsequent stages, except for VPC-SC) will not be operative until the correct billing permissions have been assigned to them outside of FAST.
   • Scenario 3 (No Access): The Admin Principal has absolutely no rights on the billing account.
     • Action: Clearly state: This scenario is mostly used for development purposes, is strongly discouraged, and requires advanced Terraform skills and FAST knowledge to proceed.