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feat(fleet): add reviewed v1-to-v2 migration preview (#788)
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This commit was merged in pull request #788.
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jason.woltje
2026-07-16 13:11:16 +00:00
parent adad486b6f
commit 9745bc3f29
23 changed files with 4466 additions and 53 deletions
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19
docs/fleet/migration/example-profile-disposition.md
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@@ -41,10 +41,27 @@ artifact can be removed.
| `profiles/software-delivery.yaml` | Canonical profile | shared profile/persona resolver | Retains the governance profile; authority validation remains FCM-M1-002 evidence. |
| `services/operator-interaction.yaml` | Canonical service policy | service-policy reader/provisioner | Generic provisioning supplies the instance name; the policy itself never names Tess. |
## M4 migration-preview evidence
FCM-M4-001 layers an executable migration posture over the same 13-entry M1 inventory without
changing the retained artifact classification:
- every `v1-fixture` is previewed only with explicit class and lifecycle evidence;
- every `canonical-profile` remains validated by the shared baseline-plus-`roles.local` resolver;
- the canonical service policy remains generic and uses only the approved tool-policy alias.
`validateShippedFleetMigrationDispositions` first runs the existing executable M1 guard, then requires
explicit decisions and lifecycle observations and executes `previewV1ToV2Migration` for every shipped
v1 fixture. `collectShippedFleetMigrationDispositions` derives the 13-entry posture directly from
`SHIPPED_FLEET_ARTIFACT_DISPOSITIONS`, so additions or removals continue to fail the M1 guard rather
than creating a second artifact list. None of these dispositions claims a cutover, canary, or
rollback; those gates belong to FCM-M4-002. See [v1-to-v2 preview](./v1-to-v2.md).
## Running the guard
```bash
pnpm --filter @mosaicstack/mosaic test -- example-profile-dispositions.spec.ts
pnpm --filter @mosaicstack/mosaic test -- v1-v2-migration.spec.ts \
-t "validates all 13 shipped artifacts and executes ready previews for every v1 fixture"
```
The guard is intentionally limited to shipped assets and validation. It does not generate

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docs/fleet/migration/v1-to-v2.md Normal file
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@@ -0,0 +1,86 @@
# Previewing a Fleet Roster v1-to-v2 Migration
**Issue:** #758 · **Card:** FCM-M4-001 · **Effect boundary:** preview only
`mosaic fleet migrate-v1 preview` inventories a v1 roster and emits a canonical v2 candidate plus
recovery evidence. It does not write a roster, apply environment projections, invoke systemd or
`tmux`, contact connectors or remote hosts, launch an agent, run a canary, or execute rollback.
FCM-M4-002 owns reversible cutover and rollback.
## Inputs
```bash
mosaic fleet migrate-v1 preview \
--source roster-v1.yaml \
--decisions migration-decisions.json \
--observations reviewed-observations.json
```
The command emits one JSON object and exits nonzero when the preview is blocked, including when any of
`--source`, `--decisions`, or `--observations` is omitted, passed without a path value, or passed an empty
path value. These request-shape failures are reported before any input file is read. Decision and
observation JSON is validated fail-closed: unknown fields, malformed values, and records for non-local
agents are rejected. Decisions must supply a positive v2 `generation`, a reviewed `fleetHost` whenever
v1 agents include `host` or `ssh`, explicit `defaultRuntime`, and per-local-agent provider, model,
reasoning, enabled state, and launch policy. The v1 source remains authoritative for socket semantics:
a supported declared socket field, including an explicit empty value for the default tmux server, is
preserved; if both supported root aliases are absent, the production v1 default is the literal empty socket.
A matching `socketName` decision is accepted and an incompatible decision blocks, but a decision never
supplies or repairs a missing source socket. If v1 omitted `tool_policy`, decisions must supply an
explicit replacement; it is never derived from `class`. `model_hint` is never split or treated as
authority.
Observations are separate reviewed evidence keyed by local agent name:
```json
{
"coder0": { "systemd": "inactive", "tmux": "missing" }
}
```
Only `active` plus `present` maps to `running`; only `inactive` plus `missing` maps to `stopped`.
Missing, extra, unknown, or contradictory evidence blocks output. An observed-running agent cannot
be marked disabled. Observed-stopped agents always remain stopped.
## Field disposition
| v1 field | v2 disposition |
| ------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `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 |
| 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 |
| `provider`, `model_hint`, `reasoning_level` | Explicit provider/model/reasoning decisions; no model-hint inference |
| `class`, `tool_policy` | Only approved aliases canonicalize automatically; other classes require explicit preserve/replace disposition and shared-resolver validation |
| `kickstart_template` | No v2 field; explicit inventory-only disposition required |
| 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 |
| agent `socket` | Same-host candidate only when it matches the canonical fleet socket; conflicts block for explicit future disposition |
| root `connector` | Inventory-only; never contacted or reconciled |
| unknown fields or snake/camel synonym collisions | Inventoried and block readiness |
| `.env.generated` | Rebuild from canonical roster data |
| no legacy `.env` | `absent`; no legacy action required |
| legacy `.env` containing generated keys only | `regenerate-only`; replace later from canonical roster data |
| legacy `.env` containing strict local keys | `relocate-local`; preserve those keys in `.env.local` during a later reviewed cutover |
| legacy `.env` containing forbidden/unsafe/sensitive/malformed keys | `quarantine`; private input only, with diagnostics limited to code, key, and SHA-256 |
The only automatic aliases are `implementer → code`, `reviewer → review`, and
`operator-interaction → interaction`. Similar or domain-specific names are never inferred. Automatic
classes do not accept competing disposition records. Semantic validation delegates to the existing
baseline-plus-`roles.local` resolver after the candidate is compiled by the existing v2 compiler.
## Evidence and recovery boundary
Ready output includes source and candidate SHA-256 identities, value-free field inventory, excluded
remote/connector entries, explicit environment dispositions with sanitized diagnostics, and the lifecycle
evidence used for each local candidate. Canonical lifecycle and remote-exclusion evidence ordering compares
Unicode code points directly and does not depend on source-agent order or process locale. Source field
inventory remains position-addressed evidence of the exact input. Recovery is marked non-executable and
assigns the executable gate to FCM-M4-002.
Before any later cutover, preserve these artifacts:
1. authoritative v1 roster backup;
2. agent environment backup, including `.env.local` and private quarantine inputs;
3. reviewed lifecycle observations;
4. canonical candidate v2 roster and its SHA-256.
See [backup and restore](../operations/backup-restore.md). Preview output is migration-readiness
evidence, not proof that migration, canary, or rollback occurred.

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docs/fleet/operations/backup-restore.md Normal file
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@@ -0,0 +1,40 @@
# Fleet Configuration Backup and Restore Boundary
**Issue:** #758 · **Card:** FCM-M4-001
This page defines evidence that must exist before a roster v1-to-v2 cutover. FCM-M4-001 lists these
prerequisites in non-executable recovery evidence but does not validate that backups exist and performs
no backup, migration, canary, or restore. FCM-M4-002 owns the executable reversible canary and rollback
gates.
## Preserve before cutover
- The authoritative v1 roster, byte-for-byte, with a SHA-256 identity.
- Existing per-agent legacy `.env`, strict `.env.local`, and quarantine files under private
permissions.
- Reviewed per-local-agent systemd and exact-socket tmux observations.
- The canonical v2 candidate and its SHA-256 identity.
- Inventory-only remote agents and connector configuration as evidence, not local control-plane input.
`.env.generated` is a rebuildable projection and is not restored as authority. It must be regenerated
from the selected authoritative roster. `.env.local` is operator-owned strict data and must not be
overwritten or absorbed into generated output. Quarantined source remains private evidence; public
diagnostics expose only rule code, key name, and SHA-256.
## Restore requirements
A later rollback implementation must restore the authoritative roster and operator-owned environment
files, regenerate managed projections, and preserve each reviewed pre-cutover stopped/running state.
It must never start an agent observed stopped and must never reconcile an inventory-only remote or
connector entry.
The preview evidence deliberately records:
- `executable: false`;
- required backup artifacts;
- source and candidate identities;
- lifecycle observations and resulting desired states;
- environment relocation/quarantine dispositions;
- FCM-M4-002 as the executable rollback gate owner.
Do not interpret a ready preview as a completed backup, migration, canary, or rollback.

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docs/fleet/reference/cli.md
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@@ -11,8 +11,15 @@ mosaic fleet restart [name] --expected-generation <n> [--dry-run]
mosaic fleet status [name]
mosaic fleet verify
mosaic fleet doctor
mosaic fleet migrate-v1 preview --source <path> --decisions <path> --observations <path>
```
`migrate-v1 preview` is non-mutating: it emits value-free v1 inventory, a canonical semantically
validated v2 candidate when ready, sanitized environment dispositions, and non-executable recovery
evidence. It has no write, apply, canary, or rollback option. Missing preview inputs also return one stable
blocked JSON object and a non-zero exit, rather than Commander text. See
[the migration preview contract](../migration/v1-to-v2.md).
`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.
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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docs/fleet/reference/roster-v2-fields.md
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@@ -62,24 +62,24 @@ agents:
## Nested fields
| Path | Required | Constraint |
| ---------------------------------------------------- | -------- | ---------------------------------------------------------------------------------------------------- |
| `tmux.socket_name` | yes | non-empty `[A-Za-z0-9_.-]+`; an explicit named socket prevents default-versus-named socket ambiguity |
| `tmux.holder_session` | yes | non-empty `[A-Za-z0-9_.-]+` |
| `defaults.working_directory` | yes | non-empty string |
| `defaults.runtime` | yes | `claude`, `codex`, `opencode`, or `pi`; it must be declared in `runtimes` |
| `runtimes.<runtime>.reset_command` | yes | non-empty string; runtime key must be a supported local runtime |
| `agents[].name` | yes | unique `[A-Za-z0-9][A-Za-z0-9_.-]*` stable machine identity |
| `agents[].alias` | yes | non-empty display string |
| `agents[].class` | yes | `[a-z][a-z0-9-]*`; structural only in M1, semantic role resolution is FCM-M1-002 |
| `agents[].runtime` | yes | `claude`, `codex`, `opencode`, or `pi`; it must be declared in `runtimes` |
| `agents[].provider`, `model`, `working_directory` | yes | non-empty strings; provider/model capability resolution is a later card |
| `agents[].reasoning` | yes | `low`, `medium`, or `high` |
| `agents[].tool_policy` | yes | `[a-z][a-z0-9-]*`; structural only in M1 |
| `agents[].persistent_persona`, `reset_between_tasks` | yes | booleans |
| `agents[].lifecycle.enabled` | yes | boolean; stored now, reconciled in FCM-M3-001 |
| `agents[].lifecycle.desired_state` | yes | `running` or `stopped` |
| `agents[].launch.yolo` | yes | boolean; structured data only, not an arbitrary command escape hatch |
| Path | Required | Constraint |
| ---------------------------------------------------- | -------- | ------------------------------------------------------------------------------------------------------------- |
| `tmux.socket_name` | yes | `[A-Za-z0-9_.-]*`; empty string means the literal default tmux server, while a non-empty value names a socket |
| `tmux.holder_session` | yes | non-empty `[A-Za-z0-9_.-]+` |
| `defaults.working_directory` | yes | non-empty string |
| `defaults.runtime` | yes | `claude`, `codex`, `opencode`, or `pi`; it must be declared in `runtimes` |
| `runtimes.<runtime>.reset_command` | yes | non-empty string; runtime key must be a supported local runtime |
| `agents[].name` | yes | unique `[A-Za-z0-9][A-Za-z0-9_.-]*` stable machine identity |
| `agents[].alias` | yes | non-empty display string |
| `agents[].class` | yes | `[a-z][a-z0-9-]*`; structural only in M1, semantic role resolution is FCM-M1-002 |
| `agents[].runtime` | yes | `claude`, `codex`, `opencode`, or `pi`; it must be declared in `runtimes` |
| `agents[].provider`, `model`, `working_directory` | yes | non-empty strings; provider/model capability resolution is a later card |
| `agents[].reasoning` | yes | `low`, `medium`, or `high` |
| `agents[].tool_policy` | yes | `[a-z][a-z0-9-]*`; structural only in M1 |
| `agents[].persistent_persona`, `reset_between_tasks` | yes | booleans |
| `agents[].lifecycle.enabled` | yes | boolean; stored now, reconciled in FCM-M3-001 |
| `agents[].lifecycle.desired_state` | yes | `running` or `stopped` |
| `agents[].launch.yolo` | yes | boolean; structured data only, not an arbitrary command escape hatch |
## Semantic handoff

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docs/fleet/reference/roster-v2.schema.json
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@@ -24,7 +24,7 @@
"properties": {
"socket_name": {
"type": "string",
"pattern": "^[A-Za-z0-9_.-]+$"
"pattern": "^[A-Za-z0-9_.-]*$"
},
"holder_session": {
"type": "string",