chore: consolidate new foundation and archive v1 (#1495)

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---
kind: tracking
status: active
---
# Mission Manifest — Federation v1
> Persistent document tracking full mission scope, status, and session history.
> Updated by the orchestrator at each phase transition and milestone completion.
## Mission
**ID:** federation-v1-20260419
**Statement:** Jarvis operates across 34 workstations in two physical locations (home, USC). The user currently reaches back to a single jarvis-brain checkout from every session; a prior OpenBrain attempt caused cache, latency, and opacity pain. This mission builds asymmetric federation between Mosaic Stack gateways so that a session on a user's home gateway can query their work gateway in real time without data ever persisting across the boundary, with full multi-tenant isolation and standard-PKI (X.509 / Step-CA) trust management.
**Phase:** M3 active — mTLS handshake + list/get/capabilities verbs + scope enforcement
**Current Milestone:** FED-M3
**Progress:** 2 / 7 milestones
**Status:** active
**Last Updated:** 2026-04-21 (M2 closed via PR #503, tag `fed-v0.2.0-m2`, issue #461 closed; M3 decomposed into 14 tasks)
**Parent Mission:** None — new mission
## Test Infrastructure
| Host | Role | Image | Tier |
| ----------------------- | ----------------------------------- | ------------------------------------- | --------- |
| `mos-test-1.woltje.com` | Federation Server A (querying side) | `gateway:fed-v0.1.0-m1` (M1 baseline) | federated |
| `mos-test-2.woltje.com` | Federation Server B (serving side) | `gateway:fed-v0.1.0-m1` (M1 baseline) | federated |
These are TEST hosts for federation E2E (M3+). Distinct from PRD AC-12 production targets (`woltje.com``uscllc.com`). Deployment workstream tracked in `docs/federation/TASKS.md` under FED-M2-DEPLOY-\*.
## Context
Federation is the solution to what originally drove OpenBrain. The prior attempt coupled every agent session to a remote service, introduced cache/latency/opacity pain, and created a hard dependency that punished offline use. This redesign:
1. Makes federation **gateway-to-gateway**, not agent-to-service
2. Keeps each user's home instance as source of truth for their data
3. Exposes scoped, read-only data on demand without persisting across the boundary
4. Uses X.509 mTLS via Step-CA so rotation/revocation/CRL/OCSP are standard
5. Supports multi-tenant serving sides (employees on uscllc.com each federating back to their own home gateway) with no cross-user leakage
6. Requires federation-tier instances on both sides (PG + pgvector + Valkey) — local/standalone tiers cannot federate
7. Works over public HTTPS (no VPN required); Tailscale is an optional overlay
Key design references:
- `docs/federation/PRD.md` — 16-section product requirements
- `docs/federation/MILESTONES.md` — 7-milestone decomposition with per-milestone acceptance tests
- `docs/federation/TASKS.md` — per-task breakdown (M1 populated; M2-M7 deferred to mission planning)
- `docs/research/mempalace-evaluation/` (in jarvis-brain) — why we didn't adopt MemPalace
## Success Criteria
- [ ] AC-1: Two Mosaic Stack gateways on different hosts can establish a federation grant via CLI-driven onboarding
- [ ] AC-2: Server A can query Server B for `tasks`, `notes`, `memory` respecting scope filters
- [ ] AC-3: User on B with no grant cannot be queried by A, even if A has a valid grant for another user (cross-user isolation)
- [ ] AC-4: Revoking a grant on B causes A's next request to fail with a clear error within one request cycle
- [ ] AC-5: Cert rotation happens automatically at T-7 days; in-progress session survives rotation without user action
- [ ] AC-6: Rate-limit enforcement returns 429 with `Retry-After`; client backs off
- [ ] AC-7: With B unreachable, a session on A completes using local data and surfaces "federation offline for `<peer>`" once per session
- [ ] AC-8: Every federated request appears in B's `federation_audit_log` within 1 second
- [ ] AC-9: Scope excluding `credentials` means credentials are never returned — even via `search` with matching keywords
- [ ] AC-10: `mosaic federation status` shows cert expiry, grant status, last success/failure per peer
- [ ] AC-11: Full 3-employee multi-tenant scenario passes with no cross-user leakage
- [ ] AC-12: Two-gateway production deployment (woltje.com ↔ uscllc.com) operational ≥7 days without incident
- [ ] AC-13: All 7 milestones ship as merged PRs with green CI and closed issues
## Milestones
| # | ID | Name | Status | Branch | Issue | Started | Completed |
| --- | ------ | --------------------------------------------- | ----------- | ------------------ | ----- | ---------- | ---------- |
| 1 | FED-M1 | Federated tier infrastructure | done | (12 PRs #470-#481) | #460 | 2026-04-19 | 2026-04-19 |
| 2 | FED-M2 | Step-CA + grant schema + admin CLI | done | (PRs #483-#503) | #461 | 2026-04-21 | 2026-04-21 |
| 3 | FED-M3 | mTLS handshake + list/get + scope enforcement | in-progress | (decomposition) | #462 | 2026-04-21 | — |
| 4 | FED-M4 | search verb + audit log + rate limit | not-started | — | #463 | — | — |
| 5 | FED-M5 | Cache + offline degradation + OTEL | not-started | — | #464 | — | — |
| 6 | FED-M6 | Revocation + auto-renewal + CRL | not-started | — | #465 | — | — |
| 7 | FED-M7 | Multi-user RBAC hardening + acceptance suite | not-started | — | #466 | — | — |
## Budget
| Milestone | Est. tokens | Parallelizable? |
| --------- | ----------- | ---------------------- |
| FED-M1 | 20K | No (foundation) |
| FED-M2 | 30K | No (needs M1) |
| FED-M3 | 40K | No (needs M2) |
| FED-M4 | 20K | No (needs M3) |
| FED-M5 | 20K | Yes (with M6 after M4) |
| FED-M6 | 20K | Yes (with M5 after M3) |
| FED-M7 | 25K | No (needs all) |
| **Total** | **~175K** | |
## Session History
| Session | Date | Runtime | Outcome |
| ------- | ----------------------- | ------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| S1 | 2026-04-19 | claude | PRD authored, MILESTONES decomposed, 7 issues filed |
| S2-S4 | 2026-04-19 | claude | FED-M1 complete: 12 tasks (PRs #470-#481) merged; tag `fed-v0.1.0-m1` |
| S5-S22 | 2026-04-19 → 2026-04-21 | claude | FED-M2 complete: 13 tasks (PRs #483-#503) merged; tag `fed-v0.2.0-m2`; issue #461 closed. Step-CA + grant schema + admin CLI shipped. |
| S23 | 2026-04-21 | claude | M3 decomposed into 14 tasks in `docs/federation/TASKS.md`. Manifest M3 row → in-progress. Next: kickoff M3-01. |
## Next Step
FED-M3 active. Decomposition landed in `docs/federation/TASKS.md` (M3-01..M3-14, ~100K estimate). Tracking issue #462.
Execution plan (parallel where possible):
- **Foundation**: M3-01 (DTOs in `packages/types/src/federation/`) starts immediately — sonnet subagent on `feat/federation-m3-types`. Blocks all server + client work.
- **Server stream** (after M3-01): M3-03 (AuthGuard) + M3-04 (ScopeService) in series, then M3-05 / M3-06 / M3-07 (verbs) in parallel.
- **Client stream** (after M3-01, parallel with server): M3-08 (FederationClient) → M3-09 (QuerySourceService).
- **Harness** (parallel with everything): M3-02 (`tools/federation-harness/`) — needed for M3-11.
- **Test gates**: M3-10 (Integration) → M3-11 (E2E with harness) → M3-12 (Independent security review, two rounds budgeted).
- **Close**: M3-13 (Docs) → M3-14 (release tag `fed-v0.3.0-m3`, close #462).
**Test-bed fallback:** `mos-test-1/-2` deploy is still blocked on `FED-M2-DEPLOY-IMG-FIX`. The harness in M3-02 ships a local two-gateway docker-compose so M3-11 is not blocked. Production-host validation is M7's responsibility (PRD AC-12).
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# Federated Tier Setup Guide
> **KBN-101 N-1 hold:** This page is **non-operative** and grants no current command
> authority until KBN-101-00, KBN-101-03, and KBN-101-05 land and KBN-101-08 activates a
> reviewed release. It does not authorize a deployment operation, initialization artifacts,
> implicit extension/schema/migration creation, raw `CREATE`, direct database initialization, or
> a Gateway against an unverified database. The prior direct-start wording is retired; its
> regression fixture is owned by KBN-101-06.
## Held future procedure
This section is non-operative and grants no current command authority until KBN-101-00, KBN-101-03, and KBN-101-05 land.
The deployment control plane—not an operator shell or deployment lifecycle hook—performs this
exact held future sequence after activation authorization: external bootstrap → TLS/roles → `mosaic-db-migrator --run``mosaic-db-migrator --verify` → Gateway/Compose readiness.
1. External bootstrap provisions the approved database/extension prerequisites.
2. TLS/roles are installed through the generation-pinned renderer.
3. The dedicated one-shot runner executes `mosaic-db-migrator --run`.
4. The same runner executes `mosaic-db-migrator --verify`, including readiness and the
importer-target attestation where that route is enabled.
5. Only after successful verification may Gateway reach its independent verified-TLS Gateway
readiness gate.
No step may be reordered, skipped, replaced by a raw SQL command, or delegated to an initialization
hook.
A missing extension, schema, migration, role, secret generation, or readiness proof is a failed
control-plane precondition; it is not an instruction to start Compose, retry startup, or create
anything directly.
## N-1 status and required disposition
The current branch retains historical federation artifacts, but they are not a deployable
procedure. `docs/federation/TASKS.md` records their shipped status only. KBN-101-02 retires
runtime/init DDL; KBN-101-05 owns the renderer/deployment handoff; KBN-101-06 verifies the
finite scanner and command matrix; and KBN-101-07 owns this operator route. A path named in an
inventory, a historical-status label, or a normative requirement cannot suppress the semantic
checks above.
Until the activation certificate names an exact release, use no database startup or recovery
command from this document. For the produced importer interface, see
[the federated tier migration contract](../guides/migrate-tier.md); it is likewise non-operative
until activation.
## Federation and Step-CA reference
Federation uses PostgreSQL 17 with pgvector, Valkey, and a shared configuration across multiple
Gateway instances. Step-CA issues federation peer X.509 certificates whose custom OIDs carry a
grant and subject identity. The following facts are reference material only; provisioning and
secret delivery remain deployment-control-plane work under the activation sequence.
| OID | Name | Description |
| ------------------- | ------------------------ | --------------------- |
| 1.3.6.1.4.1.99999.1 | `mosaic_grant_id` | Federation grant UUID |
| 1.3.6.1.4.1.99999.2 | `mosaic_subject_user_id` | Subject user UUID |
The internal arc `1.3.6.1.4.1.99999` is development-only. Before an externally reachable
production deployment, register an IANA Private Enterprise Number and version the assignments.
Each value is DER-encoded as an ASN.1 UTF8String containing the UUID.
The future activated Gateway requires `STEP_CA_URL`, `STEP_CA_PROVISIONER_PASSWORD`,
`STEP_CA_PROVISIONER_KEY_JSON`, `STEP_CA_ROOT_CERT_PATH`, and `BETTER_AUTH_SECRET` through the
reviewed secret mechanism. These names do not authorize shell exports, copied credential files,
or an ad hoc service start.
## Failure disposition
- A TLS, CA, SAN, role, runner, or readiness failure is a control-plane incident. Preserve only
sanitized evidence and follow the approved rollback/repair record.
- A pgvector/extension failure is a failed external-bootstrap or runner precondition. Do not use
direct extension SQL, init artifacts, or a startup retry as remediation.
- A port, container, or Valkey problem does not permit bypassing the activation sequence.
- Federation peer-key rotation remains deferred until its separately approved migration plan;
do not rotate `BETTER_AUTH_SECRET` without that plan.
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# Tasks — Federation v1
> ---
>
> **STATUS: SUPERSEDED — 2026-08-20.** kind `tracking` · superseded by `docs/fleet/NORTH_STAR.yaml`
>
> This file is the pre-backlog tracking mechanism. `NS-2` in the north star declares the
> replacement: every backlog item is a Mosaic Backlog card projected from the YAML. That
> model replaced this one and nobody retired the old file, so it kept reading as
> authoritative while going stale.
>
> **Do not trust a status in this file.** Verified 2026-08-20: it was already behind the
> code when it froze five weeks ago. `FED-M3-06` is marked not-started and `get.controller.ts`
> has existed for eight weeks; `FED-M3-10/11` claim no tests exist while fifteen spec files
> do. `FED-M2-DEPLOY-IMG-FIX` names `apps/gateway/Dockerfile`, which is not in the repo.
>
> Kept as a record of what was believed. Do not update it; update the YAML.
> Single-writer: orchestrator only. Workers read but never modify.
>
> **Mission:** federation-v1-20260419
> **Schema:** `| id | status | description | issue | agent | branch | depends_on | estimate | notes |`
> **Status values:** `not-started` | `in-progress` | `done` | `blocked` | `failed` | `needs-qa`
> **Agent values:** `codex` | `glm-5.1` | `haiku` | `sonnet` | `opus` | `—` (auto)
>
> **Scope of this file:** M1 is fully decomposed below. M2M7 are placeholders pending each milestone's entry into active planning — the orchestrator expands them one milestone at a time to avoid speculative decomposition of work whose shape will depend on what M1 surfaces.
---
## Milestone 1 — Federated tier infrastructure (FED-M1)
Goal: Gateway runs in `federated` tier with containerized PG+pgvector+Valkey. No federation logic yet. Existing standalone behavior does not regress.
| id | status | description | issue | agent | branch | depends_on | estimate | notes |
| --------- | ------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----- | ------ | ---------------------------------- | ---------- | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| FED-M1-01 | done | Extend `mosaic.config.json` schema: add `"federated"` to `tier` enum in validator + TS types. Keep `local` and `standalone` working. Update schema docs/README where referenced. | #460 | sonnet | feat/federation-m1-tier-config | — | 4K | Shipped in PR #470. Renamed `team``standalone`; added `team` deprecation alias; added `DEFAULT_FEDERATED_CONFIG`. |
| FED-M1-02 | done | Historical shipped-status record: authored a federated Compose overlay with PostgreSQL/pgvector, Valkey, volumes, and healthchecks. It is not a current startup, init, extension, schema, or migration procedure. | #460 | sonnet | feat/federation-m1-compose | FED-M1-01 | 5K | Shipped in PR #471 status only. KBN-101-02 retires its init authority; KBN-101-05 replaces deployment rendering; KBN-101-07 SETUP is non-operative until activation. |
| FED-M1-03 | done | Historical shipped-status record: add pgvector support to `packages/storage/src/adapters/postgres.ts`; no adapter changes for non-federated tiers. | #460 | sonnet | feat/federation-m1-pgvector | FED-M1-02 | 8K | Shipped in PR #472 status only. **KBN-101 supersedes this behavior:** it cannot authorize current runtime extension creation or any DDL; only the runner/external bootstrap contract may do so. |
| FED-M1-04 | done | Implement `apps/gateway/src/bootstrap/tier-detector.ts`: reads config, asserts PG/Valkey/pgvector reachable for `federated`, fail-fast with actionable error message on failure. Unit tests for each failure mode. | #460 | sonnet | feat/federation-m1-detector | FED-M1-03 | 8K | Shipped in PR #473. 12 tests; 5s timeouts on probes; pgvector library/permission discrimination; rejects non-bullmq for federated. |
| FED-M1-05 | done | Historical shipped-status record: prior tier migration implementation. | #460 | sonnet | feat/federation-m1-migrate | FED-M1-04 | 10K | Shipped in PR #474 status only. **KBN-101 supersedes this route:** it cannot authorize current credentials, target connection, or DDL. The future active route requires runner verification plus target URL-file and signed attestation-file binding. |
| FED-M1-06 | done | Update `mosaic doctor`: report current tier, required services, actual health per service, pgvector presence, overall green/yellow/red. Machine-readable JSON output flag for CI use. | #460 | sonnet | feat/federation-m1-doctor | FED-M1-04 | 6K | Shipped in PR #475 as `mosaic gateway doctor`. Probes lifted to @mosaicstack/storage; structural TierConfig breaks dep cycle. |
| FED-M1-07 | done | Integration test: gateway boots in `federated` tier with docker-compose `federated` profile; refuses to boot when PG unreachable (asserts fail-fast); pgvector extension query succeeds. | #460 | sonnet | feat/federation-m1-integration | FED-M1-04 | 8K | Shipped in PR #476. 3 test files, 4 tests, gated by FEDERATED_INTEGRATION=1; reserved-port helper avoids host collisions. |
| FED-M1-08 | done | Integration test for migration script: seed a local PGlite with representative data (tasks, notes, users, teams), run migration, assert row counts + key samples equal on federated PG. | #460 | sonnet | feat/federation-m1-migrate-test | FED-M1-05 | 6K | Shipped in PR #477. Caught P0 in M1-05 (camelCase→snake_case) missed by mocked unit tests; fix in same PR. |
| FED-M1-09 | done | Standalone regression: full agent-session E2E on existing `standalone` tier with a gateway built from this branch. Must pass without referencing any federation module. | #460 | sonnet | feat/federation-m1-regression | FED-M1-07 | 4K | Clean canary. 351 gateway tests + 85 storage unit tests + full pnpm test all green; only FEDERATED_INTEGRATION-gated tests skip. |
| FED-M1-10 | done | Code review pass: security-focused on the migration script (data-at-rest during migration) + tier detector (error-message sensitivity leakage). Independent reviewer, not authors of tasks 01-09. | #460 | sonnet | feat/federation-m1-security-review | FED-M1-09 | 8K | 2 review rounds caught 7 issues: credential leak in pg/valkey/pgvector errors + redact-error util; missing advisory lock; SKIP_TABLES rationale. |
| FED-M1-11 | done | Docs update: `docs/federation/` operator notes for tier setup; README blurb on federated tier; `docs/guides/` entry for migration. Do NOT touch runbook yet (deferred to FED-M7). | #460 | haiku | feat/federation-m1-docs | FED-M1-10 | 4K | Shipped: `docs/federation/SETUP.md` (119 lines), `docs/guides/migrate-tier.md` (147 lines), README Configuration blurb. |
| FED-M1-12 | done | PR, CI green, merge to main, close #460. | #460 | sonnet | feat/federation-m1-close | FED-M1-11 | 3K | M1 closed. PRs #470-#480 merged across 11 tasks. Issue #460 closed; release tag `fed-v0.1.0-m1` published. |
**M1 total estimate:** ~74K tokens (over-budget vs 20K PRD estimate — explanation below)
**Why over-budget:** PRD's 20K estimate reflected implementation complexity only. The per-task breakdown includes tests, review, and docs as separate tasks per the delivery cycle, which catches the real cost. The final per-milestone budgets in MISSION-MANIFEST will be updated after M1 completes with actuals.
---
## Pre-M2 — Test deployment infrastructure (FED-M2-DEPLOY)
Goal: Two federated-tier gateways stood up on Portainer at `mos-test-1.woltje.com` and `mos-test-2.woltje.com` running the M1 release (`gateway:fed-v0.1.0-m1`). This is the test bed for M2 enrollment work and the M3 federation E2E harness. No federation logic exercised yet — pure infrastructure validation.
> **Why now:** M2 enrollment requires a real second gateway to test peer-add flows; standing the test hosts up before M2 code lands gives both code and deployment streams a fast feedback loop.
> **Parallelizable:** This workstream runs in parallel with the M2 code workstream (M2-01 → M2-13). They re-converge at M2-10 (E2E test).
> **Tracking issue:** #482.
| id | status | description | issue | agent | branch | depends_on | estimate | notes |
| --------------------- | ----------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----- | ------ | ------------------------------------- | ------------ | -------- | -------------------------------------------------------------------------------------------------------------------------------------------------- |
| FED-M2-DEPLOY-01 | done | Verify `gateway:fed-v0.1.0-m1` image was published by `.woodpecker/publish.yml` on tag push; if not, investigate and remediate. Document image URI in deployment artifact. | #482 | sonnet | (verified inline, no PR) | — | 2K | Tag exists; digest `sha256:9b72e202a9eecc27d31920b87b475b9e96e483c0323acc57856be4b1355db1ec` captured for digest-pinned deploys. |
| FED-M2-DEPLOY-02 | done | Author Portainer git-stack compose file `deploy/portainer/federated-test.stack.yml` (gateway + PG-pgvector + Valkey, env-driven). Use immutable tag, not `latest`. | #482 | sonnet | feat/federation-deploy-stack-template | DEPLOY-01 | 5K | Shipped in PR #485. Digest-pinned. Env: STACK_NAME, HOST_FQDN, POSTGRES_PASSWORD, BETTER_AUTH_SECRET, BETTER_AUTH_URL. |
| FED-M2-DEPLOY-IMG-FIX | in-progress | Gateway image runtime broken (ERR_MODULE_NOT_FOUND for `dotenv`); Dockerfile copies `.pnpm/` store but not `apps/gateway/node_modules` symlinks. Switch to `pnpm deploy` for self-contained runtime. | #482 | sonnet | (subagent in flight) | DEPLOY-02 | 4K | Subagent `a78a9ab0ddae91fbc` in flight. Triggers Kaniko rebuild on merge; capture new digest; bump stack template in follow-up PR before redeploy. |
| FED-M2-DEPLOY-03 | blocked | Deploy stack to mos-test-1.woltje.com via `~/.config/mosaic/tools/portainer/`. Verify M1 acceptance: federated-tier boot succeeds; `mosaic gateway doctor --json` returns green; pgvector `vector(3)` round-trip works. | #482 | sonnet | feat/federation-deploy-test-1 | IMG-FIX | 3K | Stack created on Portainer endpoint 3 (Swarm `local`), but blocked on image fix. Container fails on boot until IMG-FIX merges + redeploy. |
| FED-M2-DEPLOY-04 | blocked | Deploy stack to mos-test-2.woltje.com via Portainer wrapper. Same M1 acceptance probes as DEPLOY-03. | #482 | sonnet | feat/federation-deploy-test-2 | IMG-FIX | 3K | Same status as DEPLOY-03. Stack created; blocked on image fix. |
| FED-M2-DEPLOY-05 | not-started | Document deployment in `docs/federation/TEST-INFRA.md`: hosts, image tags, secrets sourcing, redeploy procedure, teardown. Update MISSION-MANIFEST with deployment status. | #482 | haiku | feat/federation-deploy-docs | DEPLOY-03,04 | 3K | Operator-facing doc; mentions but does not duplicate `tools/portainer/README.md`. |
**Deploy workstream estimate:** ~16K tokens
---
## Milestone 2 — Step-CA + grant schema + admin CLI (FED-M2)
Goal: An admin can create a federation grant; counterparty enrolls; cert is signed by Step-CA with SAN OIDs for `grantId` + `subjectUserId`. No runtime federation traffic flows yet (that's M3).
| id | status | description | issue | agent | branch | depends_on | estimate | notes |
| --------- | ------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----- | ------ | ---------------------------------- | ---------------- | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| FED-M2-01 | done | DB migration: `federation_grants`, `federation_peers`, `federation_audit_log` tables + enum types (`grant_status`, `peer_state`). Drizzle schema + migration generation; migration tests. | #461 | sonnet | feat/federation-m2-schema | — | 5K | Shipped in PR #486. DESC indexes + reserved cols added after first review; migration tests green. |
| FED-M2-02 | done | Add Step-CA sidecar to `docker-compose.federated.yml`: official `smallstep/step-ca` image, persistent CA volume, JWK provisioner config baked into init script. | #461 | sonnet | feat/federation-m2-stepca | DEPLOY-02 | 4K | Shipped in PR #494. Profile-gated under `federated`; CA password from secret; dev compose uses dev-only password file. |
| FED-M2-03 | done | Scope JSON schema + validator: `resources` allowlist, `excluded_resources`, `include_teams`, `include_personal`, `max_rows_per_query`. Vitest unit tests for valid + invalid scopes. | #461 | sonnet | feat/federation-m2-scope-schema | — | 4K | Shipped in PR #496 (bundled with grants service). Validator independent of CA; reusable from grant CRUD + M3 scope enforcement. |
| FED-M2-04 | done | `apps/gateway/src/federation/ca.service.ts`: Step-CA client (CSR submission, OID-bearing cert retrieval). Mocked + integration tests against real Step-CA container. | #461 | sonnet | feat/federation-m2-ca-service | M2-02 | 6K | Shipped in PR #494. SAN OIDs 1.3.6.1.4.1.99999.1 (grantId) + 1.3.6.1.4.1.99999.2 (subjectUserId); integration test asserts both OIDs present in issued cert. |
| FED-M2-05 | done | Sealed storage for `client_key_pem` reusing existing `provider_credentials` sealing key. Tests prove DB-at-rest is ciphertext, not PEM. Key rotation path documented (deferred impl). | #461 | sonnet | feat/federation-m2-key-sealing | M2-01 | 5K | Shipped in PR #495. Crypto seam isolated; tests confirm ciphertext-at-rest; key rotation deferred to M6. |
| FED-M2-06 | done | `grants.service.ts`: CRUD + status transitions (`pending``active``revoked`); integrates M2-03 (scope) + M2-05 (sealing). Unit tests cover all transitions including invalid ones. | #461 | sonnet | feat/federation-m2-grants-service | M2-03, M2-05 | 6K | Shipped in PR #496. All status transitions covered; invalid transition tests green; revocation handler deferred to M6. |
| FED-M2-07 | done | `enrollment.controller.ts`: short-lived single-use token endpoint; CSR signing; updates grant `pending``active`; emits enrollment audit (table-only write, M4 tightens). | #461 | sonnet | feat/federation-m2-enrollment | M2-04, M2-06 | 6K | Shipped in PR #497. Tokens single-use with 410 on replay; TTL 15min; rate-limited at request layer. |
| FED-M2-08 | done | Admin CLI: `mosaic federation grant create/list/show` + `peer add/list`. Integration with grants.service (no API duplication). Help output + machine-readable JSON option. | #461 | sonnet | feat/federation-m2-cli | M2-06, M2-07 | 7K | Shipped in PR #498. `peer add <enrollment-url>` client-side flow; JSON output flag; admin REST controller co-shipped. |
| FED-M2-09 | done | Integration tests covering MILESTONES.md M2 acceptance tests #1, #2, #3, #5, #7, #8 (single-gateway suite). Real Step-CA container; vitest profile gated by `FEDERATED_INTEGRATION=1`. | #461 | sonnet | feat/federation-m2-integration | M2-08 | 8K | Shipped in PR #499. All 6 acceptance tests green; gated by FEDERATED_INTEGRATION=1. |
| FED-M2-10 | done | E2E test against deployed mos-test-1 + mos-test-2 (or local two-gateway docker-compose if Portainer not ready): MILESTONES test #6 `peer add` yields `active` peer record with valid cert + key. | #461 | sonnet | feat/federation-m2-e2e | M2-08, DEPLOY-04 | 6K | Shipped in PR #500. Local two-gateway docker-compose path used; `peer add` yields active peer with valid cert + sealed key. |
| FED-M2-11 | done | Independent security review (sonnet, not author of M2-04/05/06/07): focus on single-use token replay, sealing leak surfaces, OID match enforcement, scope schema bypass paths. | #461 | sonnet | feat/federation-m2-security-review | M2-10 | 8K | Shipped in PR #501. Two-round review; enrollment-token replay, OID-spoofing CSR, and key leak in error messages all verified and hardened. |
| FED-M2-12 | done | Docs update: `docs/federation/SETUP.md` Step-CA section; new `docs/federation/ADMIN-CLI.md` with grant/peer commands; scope schema reference; OID registration note. Runbook still M7-deferred. | #461 | haiku | feat/federation-m2-docs | M2-11 | 4K | Shipped in PR #502. SETUP.md CA bootstrap section added; ADMIN-CLI.md created; scope schema reference and OID note included. |
| FED-M2-13 | done | PR aggregate close, CI green, merge to main, close #461. Release tag `fed-v0.2.0-m2`. Mark deploy stream complete. Update mission manifest M2 row. | #461 | sonnet | chore/federation-m2-close | M2-12 | 3K | Release tag `fed-v0.2.0-m2` created; issue #461 closed; all M2 PRs #494#502 merged to main. |
**M2 code workstream estimate:** ~72K tokens (vs MILESTONES.md 30K — same over-budget pattern as M1, where per-task breakdown including tests/review/docs catches the real cost).
**Deploy + code combined:** ~88K tokens.
## Milestone 3 — mTLS handshake + list/get + scope enforcement (FED-M3)
Goal: Two federated gateways exchange real data over mTLS. Inbound requests pass through cert validation → grant lookup → scope enforcement → native RBAC → response. `list`, `get`, and `capabilities` verbs land. The federation E2E harness (`tools/federation-harness/`) is the new permanent test bed for M3+ and is gated on every milestone going forward.
> **Critical trust boundary.** Every 401/403 path needs a test. Code review is non-negotiable; M3-12 budgets two review rounds.
>
> **Tracking issue:** #462.
| id | status | description | issue | agent | branch | depends_on | estimate | notes |
| --------- | ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----- | ------ | ------------------------------------ | --------------------------------- | -------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- |
| FED-M3-01 | done | `packages/types/src/federation/` — request/response DTOs for `list`, `get`, `capabilities` verbs. Wire-format zod schemas + inferred TS types. Includes `FederationRequest`, `FederationListResponse<T>`, `FederationGetResponse<T>`, `FederationCapabilitiesResponse`, error envelope, `_source` tag. | #462 | sonnet | feat/federation-m3-types | — | 4K | Reusable from gateway server + client + harness. Pure types — no I/O, no NestJS. |
| FED-M3-02 | done | `tools/federation-harness/` scaffold: `docker-compose.two-gateways.yml` (Server A + Server B + step-CA), `seed.ts` (provisions grants, peers, sample tasks/notes/credentials per scope variant), `harness.ts` helper (boots stack, returns typed clients). README documents harness use. | #462 | sonnet | feat/federation-m3-harness | DEPLOY-04 (soft) | 8K | Falls back to local docker-compose if `mos-test-1/-2` not yet redeployed (DEPLOY chain blocked on IMG-FIX). Permanent test infra used by M3+. |
| FED-M3-03 | done | `apps/gateway/src/federation/server/federation-auth.guard.ts` (NestJS guard). Validates inbound client cert from Fastify TLS context, extracts `grantId` + `subjectUserId` from custom OIDs, loads grant from DB, asserts `status='active'`, attaches `FederationContext` to request. | #462 | sonnet | feat/federation-m3-auth-guard | M3-01 | 8K | Reuses OID parsing logic mirrored from `ca.service.ts` post-issuance verification. 401 on malformed/missing OIDs; 403 on revoked/expired/missing grant. |
| FED-M3-04 | in-progress | `apps/gateway/src/federation/server/scope.service.ts`. Pipeline: (1) resource allowlist + excluded check, (2) native RBAC eval as `subjectUserId`, (3) scope filter intersection (`include_teams`, `include_personal`), (4) `max_rows_per_query` cap. Pure service — DB calls injected. | #462 | sonnet | feat/federation-m3-scope-service | M3-01 | 10K | Hardest correctness target in M3. Reuses `parseFederationScope` (M2-03). Returns either `{ allowed: true, filter }` or structured deny reason for audit. |
| FED-M3-05 | in-progress | `apps/gateway/src/federation/server/verbs/list.controller.ts`. Wires AuthGuard → ScopeService → tasks/notes/memory query layer; applies row cap; tags rows with `_source`. Resource selector via path param. | #462 | sonnet | feat/federation-m3-verb-list | M3-03, M3-04 | 6K | Routes: `POST /api/federation/v1/list/:resource`. No body persistence. Audit write deferred to M4. |
| FED-M3-06 | not-started | `apps/gateway/src/federation/server/verbs/get.controller.ts`. Single-resource fetch by id; same pipeline as list. 404 on not-found, 403 on RBAC/scope deny — both audited the same way. | #462 | sonnet | feat/federation-m3-verb-get | M3-03, M3-04 | 6K | `POST /api/federation/v1/get/:resource/:id`. Mirrors list controller patterns. |
| FED-M3-07 | done | `apps/gateway/src/federation/server/verbs/capabilities.controller.ts`. Read-only enumeration: returns `{ resources, excluded_resources, max_rows_per_query, supported_verbs }` derived from grant scope. Always allowed for an active grant — no RBAC eval. | #462 | sonnet | feat/federation-m3-verb-capabilities | M3-03 | 4K | `GET /api/federation/v1/capabilities`. Smallest verb; useful sanity check that mTLS + auth guard work end-to-end. |
| FED-M3-08 | done | `apps/gateway/src/federation/client/federation-client.service.ts`. Outbound mTLS dialer: picks `(certPem, sealed clientKey)` from `federation_peers`, unwraps key, builds undici Agent with mTLS, calls peer verb, parses typed response, wraps non-2xx into `FederationClientError`. | #462 | sonnet | feat/federation-m3-client | M3-01 | 8K | Independent of server stream — can land in parallel with M3-03/04. Cert/key cached per-peer; flushed by future M5/M6 logic. |
| FED-M3-09 | done | `apps/gateway/src/federation/client/query-source.service.ts`. Accepts `source: "local" \| "federated:<host>" \| "all"` from gateway query layer; for `"all"` fans out to local + each peer in parallel; merges results; tags every row with `_source`. | #462 | sonnet | feat/federation-m3-query-source | M3-08 | 8K | Per-peer failure surfaces as `_partial: true` in response, not hard failure (sets up M5 offline UX). M5 adds caching + circuit breaker on top. |
| FED-M3-10 | not-started | Integration tests for MILESTONES.md M3 acceptance #6 (malformed OIDs → 401; valid cert + revoked grant → 403) and #7 (`max_rows_per_query` cap). Real PG, mocked TLS context (Fastify req shim). | #462 | sonnet | feat/federation-m3-integration | M3-05, M3-06 | 8K | Vitest profile gated by `FEDERATED_INTEGRATION=1`. Single-gateway suite; no harness required. |
| FED-M3-11 | not-started | E2E tests for MILESTONES.md M3 acceptance #1, #2, #3, #4, #5, #8, #9, #10 (8 cases). Uses harness from M3-02; two real gateways, real Step-CA, real mTLS. Each test asserts both happy-path response and audit/no-persist invariants. | #462 | sonnet | feat/federation-m3-e2e | M3-02, M3-04, M3-05, M3-06, M3-09 | 12K | Largest single task. Each acceptance gets its own `it(...)` for clear failure attribution. |
| FED-M3-12 | not-started | Independent security review (sonnet, not author of M3-03/04/05/06/07/08/09): focus on cert-SAN spoofing, OID extraction edge cases, scope-bypass via filter manipulation, RBAC-bypass via subjectUser swap, response leakage when scope deny. | #462 | sonnet | feat/federation-m3-security-review | M3-11 | 10K | Two review rounds budgeted. PRD requires explicit test for every 401/403 path — review verifies coverage. |
| FED-M3-13 | not-started | Docs update: `docs/federation/SETUP.md` mTLS handshake section, new `docs/federation/HARNESS.md` for federation-harness usage, OID reference table in SETUP.md, scope enforcement pipeline diagram. Runbook still M7-deferred. | #462 | haiku | feat/federation-m3-docs | M3-12 | 5K | One ASCII diagram for the auth-guard → scope → RBAC pipeline; helps future reviewers reason about denial paths. |
| FED-M3-14 | not-started | PR aggregate close, CI green, merge to main, close #462. Release tag `fed-v0.3.0-m3`. Update mission manifest M3 row → done; M4 row → in-progress when work begins. | #462 | sonnet | chore/federation-m3-close | M3-13 | 3K | Same close pattern as M1-12 / M2-13. |
**M3 estimate:** ~100K tokens (vs MILESTONES.md 40K — same per-task breakdown pattern as M1/M2: tests, review, and docs split out from implementation cost). Largest milestone in the federation mission.
**Parallelization opportunities:**
- M3-08 (client) can land in parallel with M3-03/M3-04 (server pipeline) — they only share DTOs from M3-01.
- M3-02 (harness) can land in parallel with everything except M3-11.
- M3-05/M3-06/M3-07 (verbs) are independent of each other once M3-03/M3-04 land.
**Test bed fallback:** If `mos-test-1.woltje.com` / `mos-test-2.woltje.com` are still blocked on `FED-M2-DEPLOY-IMG-FIX` when M3-11 is ready to run, the harness's local `docker-compose.two-gateways.yml` is a sufficient stand-in. Production-host validation moves to M7 acceptance suite (PRD AC-12).
**Backlog sync — 2026-06-24 (orchestrator):** Status reconciled against `origin/main` (release 0.0.48). Landed on main: **FED-M3-01** (DTOs, PR #506), **FED-M3-02** (harness scaffold, PR #505), **FED-M3-03** (mTLS auth-guard, PR #509 — CRIT-1/2 + HIGH-1..4 remediated in-PR), **FED-M3-08** (outbound mTLS client, PR #508). With M3-01/03/08 merged, three cards became dependency-clear and were dispatched to the idle coder lane: **FED-M3-04** scope.service → coder0 (`feat/federation-m3-scope-service`); **FED-M3-09** query-source + **FED-M3-07** capabilities verb → coder1 (`feat/federation-m3-query-source` first). Reviewer warmed for the M3 trust-boundary PRs. Remaining blocked-by-DAG: M3-05/06 (await M3-04), M3-10 (await M3-05/06), M3-11 (await M3-09), M3-12→14 (tail). Deploy chain (DEPLOY-IMG-FIX → 03/04) still independent of M3 code — harness local docker-compose fallback covers M3-11.
**Backlog sync #2 — 2026-06-24 (orchestrator):** **FED-M3-09** (query-source) merged via PR #673 and **FED-M3-07** (capabilities) merged via PR #674 — both squash-merged on independent agent review-of-record + green CI (formal Gitea approve unavailable under the shared service account; merge is not gated by the self-approve guard). **FED-M3-05** (list verb) dispatched to coder1 (based on the M3-04 branch, rebase onto main once #672 lands). **FED-M3-04** (scope.service, PR #672) is in review-changes (one include_personal no-leak test outstanding). **DAG fix:** corrected `FED-M3-11` depends_on from `M3-02, M3-09``M3-02, M3-04, M3-05, M3-06, M3-09` — the E2E acceptance cases (#1#5, #8#10) exercise list/get over mTLS, so the server verbs + scope service are hard prerequisites; the original edge set omitted them and caused a premature M3-11 dispatch. Note: M3 read-path invariant for M3-11 is **no-persist + existing enrollment audit only** — read-verb audit-log writes are deferred to M4 (see M3-05/06 notes), so M3-11 must not assert read-audit-log entries.
## Milestone 4 — search + audit + rate limit (FED-M4)
_Deferred. Issue #463._
## Milestone 5 — cache + offline + OTEL (FED-M5)
_Deferred. Issue #464._
## Milestone 6 — revocation + auto-renewal + CRL (FED-M6)
_Deferred. Issue #465._
## Milestone 7 — multi-user hardening + acceptance suite (FED-M7)
_Deferred. Issue #466._
---
## Execution Notes
**Agent assignment rationale:**
- `codex` for most implementation tasks (OpenAI credit pool preferred for feature code)
- `sonnet` for tests (pattern-based, moderate complexity), `doctor` work (cross-cutting), and independent code review
- `haiku` for docs and the standalone regression canary (cheapest tier for mechanical/verification work)
- No `opus` in M1 — save for cross-cutting architecture decisions if they surface later
**Branch strategy:** Each task gets its own feature branch off `main`. Tasks within a milestone merge in dependency order. Final aggregate PR (FED-M1-12) isn't a branch of its own — it's the merge of the last upstream task that closes the issue.
**Queue guard:** Every push and every merge in this mission must run `~/.config/mosaic/tools/git/ci-queue-wait.sh --purpose push|merge` per Mosaic hard gate #6.