feat(fleet): add reviewed v1-to-v2 migration preview (#788)
This commit was merged in pull request #788.
This commit is contained in:
@@ -41,10 +41,27 @@ artifact can be removed.
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| `profiles/software-delivery.yaml` | Canonical profile | shared profile/persona resolver | Retains the governance profile; authority validation remains FCM-M1-002 evidence. |
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| `services/operator-interaction.yaml` | Canonical service policy | service-policy reader/provisioner | Generic provisioning supplies the instance name; the policy itself never names Tess. |
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## M4 migration-preview evidence
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FCM-M4-001 layers an executable migration posture over the same 13-entry M1 inventory without
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changing the retained artifact classification:
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- every `v1-fixture` is previewed only with explicit class and lifecycle evidence;
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- every `canonical-profile` remains validated by the shared baseline-plus-`roles.local` resolver;
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- the canonical service policy remains generic and uses only the approved tool-policy alias.
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`validateShippedFleetMigrationDispositions` first runs the existing executable M1 guard, then requires
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explicit decisions and lifecycle observations and executes `previewV1ToV2Migration` for every shipped
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v1 fixture. `collectShippedFleetMigrationDispositions` derives the 13-entry posture directly from
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`SHIPPED_FLEET_ARTIFACT_DISPOSITIONS`, so additions or removals continue to fail the M1 guard rather
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than creating a second artifact list. None of these dispositions claims a cutover, canary, or
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rollback; those gates belong to FCM-M4-002. See [v1-to-v2 preview](./v1-to-v2.md).
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## Running the guard
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```bash
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pnpm --filter @mosaicstack/mosaic test -- example-profile-dispositions.spec.ts
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pnpm --filter @mosaicstack/mosaic test -- v1-v2-migration.spec.ts \
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-t "validates all 13 shipped artifacts and executes ready previews for every v1 fixture"
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```
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The guard is intentionally limited to shipped assets and validation. It does not generate
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86
docs/fleet/migration/v1-to-v2.md
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86
docs/fleet/migration/v1-to-v2.md
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@@ -0,0 +1,86 @@
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# Previewing a Fleet Roster v1-to-v2 Migration
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**Issue:** #758 · **Card:** FCM-M4-001 · **Effect boundary:** preview only
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`mosaic fleet migrate-v1 preview` inventories a v1 roster and emits a canonical v2 candidate plus
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recovery evidence. It does not write a roster, apply environment projections, invoke systemd or
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`tmux`, contact connectors or remote hosts, launch an agent, run a canary, or execute rollback.
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FCM-M4-002 owns reversible cutover and rollback.
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## Inputs
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```bash
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mosaic fleet migrate-v1 preview \
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--source roster-v1.yaml \
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--decisions migration-decisions.json \
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--observations reviewed-observations.json
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```
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The command emits one JSON object and exits nonzero when the preview is blocked, including when any of
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`--source`, `--decisions`, or `--observations` is omitted, passed without a path value, or passed an empty
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path value. These request-shape failures are reported before any input file is read. Decision and
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observation JSON is validated fail-closed: unknown fields, malformed values, and records for non-local
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agents are rejected. Decisions must supply a positive v2 `generation`, a reviewed `fleetHost` whenever
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v1 agents include `host` or `ssh`, explicit `defaultRuntime`, and per-local-agent provider, model,
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reasoning, enabled state, and launch policy. The v1 source remains authoritative for socket semantics:
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a supported declared socket field, including an explicit empty value for the default tmux server, is
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preserved; if both supported root aliases are absent, the production v1 default is the literal empty socket.
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A matching `socketName` decision is accepted and an incompatible decision blocks, but a decision never
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supplies or repairs a missing source socket. If v1 omitted `tool_policy`, decisions must supply an
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explicit replacement; it is never derived from `class`. `model_hint` is never split or treated as
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authority.
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Observations are separate reviewed evidence keyed by local agent name:
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```json
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{
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"coder0": { "systemd": "inactive", "tmux": "missing" }
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}
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```
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Only `active` plus `present` maps to `running`; only `inactive` plus `missing` maps to `stopped`.
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Missing, extra, unknown, or contradictory evidence blocks output. An observed-running agent cannot
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be marked disabled. Observed-stopped agents always remain stopped.
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## Field disposition
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| v1 field | v2 disposition |
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| ------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
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| `version`, `transport`, `tmux`, `defaults`, `runtimes` | Inventoried and structurally compiled; omitted runtimes retain v1 built-in defaults, while each explicitly declared runtime without a reset field follows the production v1 `/clear` fallback; present-empty holder/work-directory/reset values block |
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| agent `name`, `alias`, `runtime`, working directory, persona/reset flags | Copied or explicitly defaulted only when absent; present-empty alias/work-directory values block for explicit disposition. Canonical `~`/`~/...` values stay unchanged in roster evidence and traversal-free forms expand only at the shared production environment-projection boundary before unchanged absolute-path validation |
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| `provider`, `model_hint`, `reasoning_level` | Explicit provider/model/reasoning decisions; no model-hint inference |
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| `class`, `tool_policy` | Only approved aliases canonicalize automatically; other classes require explicit preserve/replace disposition and shared-resolver validation |
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| `kickstart_template` | No v2 field; explicit inventory-only disposition required |
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| agent `host`, `ssh` | `host != fleetHost` is demonstrably remote and inventory-only; `host == fleetHost` stays local; SSH targets with or without an explicit user must agree with `host`; ssh-only, missing fleet-host evidence, or contradictory targets block |
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| agent `socket` | Same-host candidate only when it matches the canonical fleet socket; conflicts block for explicit future disposition |
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| root `connector` | Inventory-only; never contacted or reconciled |
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| unknown fields or snake/camel synonym collisions | Inventoried and block readiness |
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| `.env.generated` | Rebuild from canonical roster data |
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| no legacy `.env` | `absent`; no legacy action required |
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| legacy `.env` containing generated keys only | `regenerate-only`; replace later from canonical roster data |
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| legacy `.env` containing strict local keys | `relocate-local`; preserve those keys in `.env.local` during a later reviewed cutover |
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| legacy `.env` containing forbidden/unsafe/sensitive/malformed keys | `quarantine`; private input only, with diagnostics limited to code, key, and SHA-256 |
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The only automatic aliases are `implementer → code`, `reviewer → review`, and
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`operator-interaction → interaction`. Similar or domain-specific names are never inferred. Automatic
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classes do not accept competing disposition records. Semantic validation delegates to the existing
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baseline-plus-`roles.local` resolver after the candidate is compiled by the existing v2 compiler.
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## Evidence and recovery boundary
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Ready output includes source and candidate SHA-256 identities, value-free field inventory, excluded
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remote/connector entries, explicit environment dispositions with sanitized diagnostics, and the lifecycle
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evidence used for each local candidate. Canonical lifecycle and remote-exclusion evidence ordering compares
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Unicode code points directly and does not depend on source-agent order or process locale. Source field
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inventory remains position-addressed evidence of the exact input. Recovery is marked non-executable and
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assigns the executable gate to FCM-M4-002.
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Before any later cutover, preserve these artifacts:
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1. authoritative v1 roster backup;
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2. agent environment backup, including `.env.local` and private quarantine inputs;
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3. reviewed lifecycle observations;
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4. canonical candidate v2 roster and its SHA-256.
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See [backup and restore](../operations/backup-restore.md). Preview output is migration-readiness
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evidence, not proof that migration, canary, or rollback occurred.
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40
docs/fleet/operations/backup-restore.md
Normal file
40
docs/fleet/operations/backup-restore.md
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@@ -0,0 +1,40 @@
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# Fleet Configuration Backup and Restore Boundary
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**Issue:** #758 · **Card:** FCM-M4-001
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This page defines evidence that must exist before a roster v1-to-v2 cutover. FCM-M4-001 lists these
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prerequisites in non-executable recovery evidence but does not validate that backups exist and performs
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no backup, migration, canary, or restore. FCM-M4-002 owns the executable reversible canary and rollback
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gates.
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## Preserve before cutover
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- The authoritative v1 roster, byte-for-byte, with a SHA-256 identity.
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- Existing per-agent legacy `.env`, strict `.env.local`, and quarantine files under private
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permissions.
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- Reviewed per-local-agent systemd and exact-socket tmux observations.
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- The canonical v2 candidate and its SHA-256 identity.
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- Inventory-only remote agents and connector configuration as evidence, not local control-plane input.
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`.env.generated` is a rebuildable projection and is not restored as authority. It must be regenerated
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from the selected authoritative roster. `.env.local` is operator-owned strict data and must not be
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overwritten or absorbed into generated output. Quarantined source remains private evidence; public
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diagnostics expose only rule code, key name, and SHA-256.
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## Restore requirements
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A later rollback implementation must restore the authoritative roster and operator-owned environment
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files, regenerate managed projections, and preserve each reviewed pre-cutover stopped/running state.
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It must never start an agent observed stopped and must never reconcile an inventory-only remote or
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connector entry.
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The preview evidence deliberately records:
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- `executable: false`;
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- required backup artifacts;
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- source and candidate identities;
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- lifecycle observations and resulting desired states;
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- environment relocation/quarantine dispositions;
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- FCM-M4-002 as the executable rollback gate owner.
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Do not interpret a ready preview as a completed backup, migration, canary, or rollback.
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@@ -11,8 +11,15 @@ mosaic fleet restart [name] --expected-generation <n> [--dry-run]
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mosaic fleet status [name]
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mosaic fleet verify
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mosaic fleet doctor
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mosaic fleet migrate-v1 preview --source <path> --decisions <path> --observations <path>
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```
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`migrate-v1 preview` is non-mutating: it emits value-free v1 inventory, a canonical semantically
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validated v2 candidate when ready, sanitized environment dispositions, and non-executable recovery
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evidence. It has no write, apply, canary, or rollback option. Missing preview inputs also return one stable
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blocked JSON object and a non-zero exit, rather than Commander text. See
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[the migration preview contract](../migration/v1-to-v2.md).
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`apply` and `reconcile` use roster desired state. `start`, `stop`, and `restart` are exact local one-shot lifecycle effects and never persist a desired-state edit. `status`, `verify`, and `doctor` are observational.
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Commands emit one JSON object. Handled precondition errors emit `{ "error": { "code": "..." } }` and exit non-zero. Partial derived/lifecycle effects use explicit `authoritativeRoster`, `projections`, `lifecycle`, and bounded `recovery` fields; they never claim rollback. Any additive `cleanup` diagnostic also exits non-zero, even where known effects are complete: it is not a clean completion and the lock requires inspection before retry.
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@@ -62,24 +62,24 @@ agents:
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## Nested fields
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| Path | Required | Constraint |
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| ---------------------------------------------------- | -------- | ---------------------------------------------------------------------------------------------------- |
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| `tmux.socket_name` | yes | non-empty `[A-Za-z0-9_.-]+`; an explicit named socket prevents default-versus-named socket ambiguity |
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| `tmux.holder_session` | yes | non-empty `[A-Za-z0-9_.-]+` |
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| `defaults.working_directory` | yes | non-empty string |
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| `defaults.runtime` | yes | `claude`, `codex`, `opencode`, or `pi`; it must be declared in `runtimes` |
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| `runtimes.<runtime>.reset_command` | yes | non-empty string; runtime key must be a supported local runtime |
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| `agents[].name` | yes | unique `[A-Za-z0-9][A-Za-z0-9_.-]*` stable machine identity |
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| `agents[].alias` | yes | non-empty display string |
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| `agents[].class` | yes | `[a-z][a-z0-9-]*`; structural only in M1, semantic role resolution is FCM-M1-002 |
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| `agents[].runtime` | yes | `claude`, `codex`, `opencode`, or `pi`; it must be declared in `runtimes` |
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| `agents[].provider`, `model`, `working_directory` | yes | non-empty strings; provider/model capability resolution is a later card |
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| `agents[].reasoning` | yes | `low`, `medium`, or `high` |
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| `agents[].tool_policy` | yes | `[a-z][a-z0-9-]*`; structural only in M1 |
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| `agents[].persistent_persona`, `reset_between_tasks` | yes | booleans |
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| `agents[].lifecycle.enabled` | yes | boolean; stored now, reconciled in FCM-M3-001 |
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| `agents[].lifecycle.desired_state` | yes | `running` or `stopped` |
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| `agents[].launch.yolo` | yes | boolean; structured data only, not an arbitrary command escape hatch |
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| Path | Required | Constraint |
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| ---------------------------------------------------- | -------- | ------------------------------------------------------------------------------------------------------------- |
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| `tmux.socket_name` | yes | `[A-Za-z0-9_.-]*`; empty string means the literal default tmux server, while a non-empty value names a socket |
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| `tmux.holder_session` | yes | non-empty `[A-Za-z0-9_.-]+` |
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| `defaults.working_directory` | yes | non-empty string |
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| `defaults.runtime` | yes | `claude`, `codex`, `opencode`, or `pi`; it must be declared in `runtimes` |
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| `runtimes.<runtime>.reset_command` | yes | non-empty string; runtime key must be a supported local runtime |
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| `agents[].name` | yes | unique `[A-Za-z0-9][A-Za-z0-9_.-]*` stable machine identity |
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| `agents[].alias` | yes | non-empty display string |
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| `agents[].class` | yes | `[a-z][a-z0-9-]*`; structural only in M1, semantic role resolution is FCM-M1-002 |
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| `agents[].runtime` | yes | `claude`, `codex`, `opencode`, or `pi`; it must be declared in `runtimes` |
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| `agents[].provider`, `model`, `working_directory` | yes | non-empty strings; provider/model capability resolution is a later card |
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| `agents[].reasoning` | yes | `low`, `medium`, or `high` |
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| `agents[].tool_policy` | yes | `[a-z][a-z0-9-]*`; structural only in M1 |
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| `agents[].persistent_persona`, `reset_between_tasks` | yes | booleans |
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| `agents[].lifecycle.enabled` | yes | boolean; stored now, reconciled in FCM-M3-001 |
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| `agents[].lifecycle.desired_state` | yes | `running` or `stopped` |
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| `agents[].launch.yolo` | yes | boolean; structured data only, not an arbitrary command escape hatch |
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## Semantic handoff
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@@ -24,7 +24,7 @@
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"properties": {
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"socket_name": {
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"type": "string",
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"pattern": "^[A-Za-z0-9_.-]+$"
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"pattern": "^[A-Za-z0-9_.-]*$"
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},
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"holder_session": {
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"type": "string",
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80
docs/scratchpads/758-fcm-m4-001-v1-v2-migrator.md
Normal file
80
docs/scratchpads/758-fcm-m4-001-v1-v2-migrator.md
Normal file
@@ -0,0 +1,80 @@
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# FCM-M4-001 — v1-to-v2 inventory, preview, and migrator
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- **Task / issue:** FCM-M4-001 / mosaicstack/stack#758
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- **Branch / base:** `feat/758-v1-v2-migrator` from `origin/main` `c1aecfabe97a5dc81a72f44910cd4e626f41863f`
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- **Base tree:** `46cdfbcdc1d1ff9c7b8b2b9cf3841086590bf774`
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- **Scope:** field-complete inventory, non-mutating preview, canonical v2 migration output, and migration/recovery disposition evidence. All effects use injected fakes or temporary fixtures.
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- **Budget:** 35K task estimate is the hard working cap. Keep one card/one PR and prefer focused reuse of the v2 compiler, shared role resolver, generated-env boundary, M1 executable disposition inventory, and reconciler observations.
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## Objective
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Implement preview-first v1 migration that never infers unresolved classes or lifecycle, preserves observed running/stopped state, quarantines forbidden legacy environment inputs with key-name/SHA-256-only diagnostics, inventories remote/connector/schema-only entries without reconciling them, covers every M1-classified shipped artifact, and emits deterministic recovery disposition evidence for the later M4-002 canary/rollback gate.
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## Acceptance mapping
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1. Field-by-field v1 inventory and no-mutation preview.
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2. Canonical output compiled by `roster-v2.ts` and semantically validated by the existing baseline-plus-`roles.local` resolver.
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3. Only approved deterministic aliases; every other noncanonical class requires an explicit disposition.
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4. Observed stopped/running maps explicitly to persisted lifecycle; stopped observations never produce running targets.
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5. Generated env is regenerated; strict local data is relocated; forbidden keys are quarantine inputs reported only by key name and SHA-256.
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6. Remote/connector/schema-only entries are inventory-only and excluded from local reconciliation output.
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7. Every shipped M1 example/profile/service preset has executable migration disposition evidence.
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8. Deterministic migration/recovery evidence records source, output, exclusions, quarantine, and restore prerequisites without executing a canary or rollback.
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## Boundaries
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Out of scope: FCM-M4-002 executable canary/rollback and host fixture, #766 communications, #636 commands/channels, live fleet/systemd/tmux/session/migration/deploy/connector/remote/gateway effects, `docs/TASKS.md`, parent issue mutation, commit, push, and PR operations.
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## TDD plan
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Migration rules and redaction are critical data-mutation/security logic, so tests are written red-first for inventory completeness, explicit class disposition, observed-state preservation, quarantine redaction, inventory-only remote/schema entries, compiler/resolver reuse, artifact coverage, and recovery evidence. Production code follows only after the focused tests fail for the missing behavior.
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## Plan
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1. Map existing v1 loader, v2 compiler/resolver, env quarantine, reconciler observation, and M1 disposition guard.
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2. Add behavior-oriented failing migration tests with temporary fixtures and injected observation/filesystem adapters only.
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3. Implement the narrow migration module and CLI boundary without a second resolver or live command runner.
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4. Add scoped M4 migration/recovery documentation and executable shipped-artifact evidence.
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5. Run focused tests, full package tests, package/root typecheck and lint, formatting, diff checks, and adversarial redaction/no-effect verification.
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6. Run independent code/security review, remediate findings, reconstruct the synthetic tree using a temporary index, and stop uncommitted.
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## Progress
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- Collision checks passed: no local/remote branch, worktree, target path, or open PR owned `feat/758-v1-v2-migrator`.
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- Dedicated worktree created at the exact green `origin/main` base.
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- Required global/repository guides and FCM requirements/evidence loaded.
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- No matching migration skill exists under the configured skill directories; no unrelated skill loaded.
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- Added a preview-only CLI and migration module that compile with the existing v2 parser/renderer and validate through the shared persona resolver.
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- Added value-free raw-v1 inventory, strict unknown-field/synonym/duplicate detection, inventory-only remote and connector handling, and explicit class/tool-policy decisions.
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- Added separate reviewed lifecycle observations with only unambiguous running/stopped mappings.
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- Added sanitized, non-mutating environment preflight and recovery evidence explicitly marked non-executable.
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- Added executable disposition evidence derived from the exact 13-entry M1 inventory and operator documentation.
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- Tightened untrusted decisions/observations to reject unknown keys, invalid types/enums, extra local records, and competing automatic-alias dispositions.
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- Remediated independent review findings: v1 runtime/reset defaults are preserved, `~` workdirs expand only at env preflight, malformed/required agent fields fail closed before remote exclusion, and all seven shipped v1 fixtures now execute real previews with explicit evidence.
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- Remediated socket and locality authority blockers: socket-only agents stay local; `host == fleetHost` stays local; only `host != fleetHost` is inventory-only; ssh-only, missing reviewed fleet-host identity, and contradictory host/ssh targets block explicitly without lifecycle omission.
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- Remediated final exact-tree blockers: a declared v1 root socket cannot be overridden; matching/conflicting socket decisions retain reviewed running evidence; canonical ordering uses a shared locale-independent Unicode code-point comparator; migration evidence preserves all four legacy environment dispositions; backup documentation no longer claims validation that M4-001 does not perform.
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- Remediated immutable-review socket-presence blocker: both `socket_name` and `socketName` are field-presence-aware, so explicit empty/default-server declarations remain authoritative and incompatible named decisions block rather than replacing them.
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- Remediated the replacement-tree blockers: the shared v2 compiler and reconciler accept an explicit empty socket as literal default-server identity; present-empty holder session, default/agent work directory, runtime reset command, and alias values block rather than defaulting; missing preview inputs emit one stable blocked JSON object with non-zero status. Snake/camel aliases and whitespace-only input have adversarial coverage.
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- Remediated the subsequent authority blockers: each present-empty CLI path emits exactly one stable blocked JSON object with exit 1 before file reads, and reconciler `start`/`restart` or desired-state `apply`/`reconcile` fail closed before fixed `mosaic-fleet` systemd services can act on a default-server roster.
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- Remediated committed-head review blockers: explicitly declared empty runtime objects use the production v1 `/clear` reset fallback while omitted `pi` retains `/new`; lifecycle observations are sorted by canonical agent name; and bare CLI path flags reach preview validation, emit one stable blocked JSON object with exit 1, and perform zero reads. Built production-CLI subprocess tests cover all three bare flags.
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- Remediated late-audit blockers: the documented M4 guard invokes the 13-artifact validator and all seven v1 previews; canonical `~`/`~/...` workdirs remain unchanged in migration evidence and traversal-free forms expand at the shared production projection boundary while ordinary relative and home-relative traversal paths remain rejected; remote inventory and exclusion evidence sort canonically; and every default-server lifecycle-mutating reconciler path fails before observation, projection preparation/application, or fixed-unit effects. Explicit regressions preserve `plan`, `status`, `doctor`, and `verify` as observational default-server commands.
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||||
- Remediated exact-tree traversal review: `~/../escape` and `~/src/../../escape` remain unexpanded and fail the unchanged shared `unsafe-path` validation. Both the shared generated-environment boundary and the production v1 environment caller have red-first regressions, preventing earlier caller normalization from bypassing the boundary.
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|
||||
## Verification evidence
|
||||
|
||||
- Focused migration/compiler/environment/reconciler/CLI: 8 files, 372 tests passed.
|
||||
- Documented 13-artifact guard: 1 matching test passed and executed all seven v1 previews.
|
||||
- Full `@mosaicstack/mosaic`: 59 files, 902 tests passed.
|
||||
- Workspace build: 23 tasks passed.
|
||||
- Root typecheck: 42 tasks passed.
|
||||
- Root lint: 23 tasks passed.
|
||||
- Root format check and `git diff --check`: passed.
|
||||
- Built production CLI: canonical `~/src` remains in ready roster/YAML evidence; generated projection preflight succeeds with no blockers; a bare path flag emits one blocked JSON object, exit 1, and no stderr.
|
||||
- Independent high-effort late-audit review: no blocker remained in the four assigned repair surfaces; separate exact-tree security audits found no qualifying newly introduced vulnerability.
|
||||
- Exact temporary-index synthetic tree includes every tracked changed path; immutable SHA and duplicate reconstruction are recorded in the final handoff.
|
||||
|
||||
## Risks / blockers
|
||||
|
||||
- M4-001 emits rollback prerequisites/evidence only; executable rollback/canary and the managed/unmanaged host fixture remain owned by M4-002.
|
||||
- Remote/connector entries remain inventory-only; later federation or connector reconciliation requires separately reviewed work.
|
||||
- Existing environment data is only preflighted. Cutover backup, quarantine write, legacy removal, and generated projection application remain later reviewed effects.
|
||||
Reference in New Issue
Block a user