docs(fleet): define declarative config management M0

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@@ -79,6 +79,52 @@ Jarvis (v0.2.0) is a self-hosted AI assistant with a Python FastAPI backend and
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## Fleet Declarative Configuration Management Workstream (FCM, #758)
### Problem and objective
The local Mosaic fleet has a roster, generated agent environment files, user-systemd units, tmux
sessions, heartbeat files, examples, profiles, and separate gateway-backed agent records. These
planes have drifted and are not one safe operator lifecycle. The objective is one **local fleet
roster** as the desired-state SSOT, with generated environment, systemd, tmux, and heartbeat
artifacts as rebuildable projections; it does not merge the local fleet control plane with the
gateway-backed agent catalog.
### Normative requirements
| ID | Requirement |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `FCM-REQ-01` | The roster SHALL be the sole writable desired-state source for local fleet membership, launch policy, and persisted lifecycle target. Generated environment files, systemd enablement, tmux sessions, and heartbeat state SHALL be non-authoritative projections. |
| `FCM-REQ-02` | The implementation SHALL provide one executable structural contract for YAML/JSON input and one shared semantic validator. Roster load, profile validation, provision, migration, and apply SHALL reuse the existing baseline-plus-`roles.local` profile/persona resolver; a parallel role resolver is forbidden. |
| `FCM-REQ-03` | The local fleet CLI SHALL expose documented programmatic validate, show, plan, apply/reconcile, create, inspect, update, delete, start, stop, restart, status, verify, and doctor operations with stable JSON and exit-code behavior. Existing `fleet add/remove` compatibility aliases may remain during the stated deprecation window. |
| `FCM-REQ-04` | A fresh create SHALL persist `enabled:true` and `desired_state:stopped` unless an explicit persisted start is requested. The model SHALL distinguish enabled state, persisted desired state, and observed state. Migration, apply, reboot, and rollback SHALL not start an agent that was observed stopped before cutover. |
| `FCM-REQ-05` | The launch chain SHALL consume deterministic, digest-stamped generated input only. Optional local overrides SHALL be parsed as strict data, may not shadow authoritative generated keys, and may not contain arbitrary commands, credential values, channels, or unknown `MOSAIC_AGENT_*` keys. Forbidden legacy keys, including `MOSAIC_AGENT_COMMAND`, SHALL be privately quarantined before launch and reported only by key name and content hash. |
| `FCM-REQ-06` | Mutations and apply SHALL validate before mutation, use an expected generation/lock, write projections atomically, produce a deterministic plan, and emit recovery information on partial failure. Reconciliation SHALL act only on local, enabled, roster-owned projections and SHALL not kill unmanaged tmux sessions by fuzzy name. |
| `FCM-REQ-07` | Canonical required classes are `code`, `review`, `validator`, `orchestrator`, `team-leader`, `enhancer`, and `interaction`. `validator` issues an independent final certificate but has no merge authority; `merge-gate` remains sole approve-to-land/merge authority. Team-leader capacity is bounded by an orchestrator-issued lease, and interaction is request/status only. Tess and Ultron are configurable instance/display names, not required machine identities. |
| `FCM-REQ-08` | v1 migration SHALL be field-complete, reversible, and explicit about aliases, unresolved classes, lifecycle inference, generated-file regeneration, local override quarantine, schema-only remote/connector fields, and rollback. Every shipped example/profile SHALL be migrated and executable, retained as an explicitly versioned v1 fixture, or retired with a replacement and deprecation note. |
| `FCM-REQ-09` | M1M5 SHALL remain local tmux/systemd control-plane work. Remote/SSH reconciliation, connector mutation, secret references, arbitrary command/channel overrides, gateway/API convergence, and UI configuration storage are excluded and require a separate PRD/threat model. |
| `FCM-REQ-10` | Documentation and examples are delivery gates. The M0 checklist at [docs/fleet/FLEET-CONFIG-DOCS-IA-CHECKLIST.md](./fleet/FLEET-CONFIG-DOCS-IA-CHECKLIST.md) and the baseline disposition inventory at [docs/fleet/LEGACY-EXAMPLE-PROFILE-DISPOSITION-INVENTORY.md](./fleet/LEGACY-EXAMPLE-PROFILE-DISPOSITION-INVENTORY.md) SHALL be maintained as acceptance evidence. |
### Acceptance criteria
1. `AC-FCM-01`: A valid local v2 roster can be parsed from YAML or JSON, validated structurally and semantically through the shared resolver, and rendered canonically; invalid fields, duplicate names, unresolved classes, unsupported runtime/model combinations, socket ambiguity, and incompatible options fail closed.
2. `AC-FCM-02`: `plan` reports deterministic desired-versus-observed differences for roster, generated environment, systemd enablement, tmux/session, heartbeat, installed-asset revision, and provable orphans without mutation; `apply --check` reports drift without mutation.
3. `AC-FCM-03`: Local create/update/delete is generation-guarded, atomic, idempotent, and safe by default; it permits supported runtime/model/harness/effort/workdir/role changes without direct editing of generated environment files and does not start a newly created agent unless explicitly persisted.
4. `AC-FCM-04`: The generated-env/local-override launch chain rejects generated-key shadowing, arbitrary command override, unknown keys, shell evaluation, and sensitive-value diagnostics before any agent starts; known-safe legacy input is regenerated or strictly relocated, and forbidden input is quarantined.
5. `AC-FCM-05`: Local lifecycle reconciliation implements the persisted/transient start-stop rules, exact default/named tmux socket targeting, systemd/tmux status, stale generated state, unmanaged-session reporting, and rollback without surprise restarts or fuzzy destructive targeting.
6. `AC-FCM-06`: A v1 roster migration previews field-by-field disposition, preserves observed stopped/running state, inventories rather than reconciles remote/schema-only entries, supports a canary and rollback, and classifies every shipped example/profile according to the M0 inventory.
7. `AC-FCM-07`: Required role authority is validated: validator certificate is consumed but does not merge, merge-gate is the sole merge authority, team-leader leases do not change roster/credentials/authority, and interaction/Tess cannot claim orchestration or merge powers.
8. `AC-FCM-08`: Documentation, examples, migration, troubleshooting, operational recovery, package/update asset drift, schema/example/profile validation, independent code/security review, validator certificate, and terminal-green CI are complete before #758 closes.
### M0 implementation gate
No source, schema, role, example, profile, systemd, or live-fleet change is authorized before M0
lands. M0 consists only of these normative requirements, the complete task DAG, the scoped
documentation IA checklist, and the legacy example/profile disposition inventory. Subsequent cards
are defined in [docs/TASKS.md](./TASKS.md) and must remain one card/one PR.
---
## Tess Interaction Agent Workstream (TESS)
### Problem and Objective