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docs(federation): close FED-M1 milestone
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- TASKS.md: mark FED-M1-12 done with PR/issue/tag references
- MISSION-MANIFEST.md: phase=M1 complete, progress 1/7, M1 row done with PR range #470-#481, session log appended
- scratchpad: Session 19 entry covering M1-09 → M1-12 with PR ledger and M1 retrospective learnings

Refs #460
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Jarvis
2026-04-19 21:12:52 -05:00
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docs/federation/MISSION-MANIFEST.md
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**ID:** federation-v1-20260419
**Statement:** Jarvis operates across 3–4 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:** Planning complete — M1 implementation not started
**Current Milestone:** FED-M1
**Progress:** 0 / 7 milestones
**Phase:** M1 complete — federated tier infrastructure ready for testing
**Current Milestone:** FED-M2 (next; deferred to mission planning)
**Progress:** 1 / 7 milestones
**Status:** active
**Last Updated:** 2026-04-19 (PRD + MILESTONES + tracking issues filed)
**Last Updated:** 2026-04-19 (M1 complete; tag `fed-v0.1.0-m1`)
**Parent Mission:** None — new mission
## Context
@@ -51,15 +51,15 @@ Key design references:
## Milestones
| # | ID | Name | Status | Branch | Issue | Started | Completed |
| --- | ------ | --------------------------------------------- | ----------- | ------ | ----- | ------- | --------- |
| 1 | FED-M1 | Federated tier infrastructure | not-started | — | #460 | — | — |
| 2 | FED-M2 | Step-CA + grant schema + admin CLI | not-started | — | #461 | — | — |
| 3 | FED-M3 | mTLS handshake + list/get + scope enforcement | not-started | — | #462 | — | — |
| 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 | — | — |
| # | 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 | not-started | — | #461 | — | — |
| 3 | FED-M3 | mTLS handshake + list/get + scope enforcement | not-started | — | #462 | — | — |
| 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
@@ -76,10 +76,13 @@ Key design references:
## Session History
| Session | Date | Runtime | Outcome |
| ------- | ---------- | ------- | --------------------------------------------------- |
| S1 | 2026-04-19 | claude | PRD authored, MILESTONES decomposed, 7 issues filed |
| 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` |
## Next Step
Begin FED-M1 implementation: federated tier infrastructure. Breakdown in `docs/federation/TASKS.md`.
FED-M1 complete (12 PRs #470-#481, tag `fed-v0.1.0-m1`). Federated tier infrastructure is testable end-to-end: see `docs/federation/SETUP.md` and `docs/guides/migrate-tier.md`.
Begin FED-M2 (Step-CA + grant schema + admin CLI) when planning is greenlit. Issue #461 tracks scope; orchestrator decomposes M2 into per-task rows in `docs/federation/TASKS.md` at the start of M2.

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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 | Author `docker-compose.federated.yml` as an overlay profile: Postgres 17 + pgvector extension (port 5433), Valkey (6380), named volumes, healthchecks. Compose-up should boot cleanly on a clean machine. | #460 | sonnet | feat/federation-m1-compose | FED-M1-01 | 5K | Shipped in PR #471. Overlay defines `postgres-federated`/`valkey-federated`, profile-gated, with pg-init for pgvector extension. |
| FED-M1-03 | done | Add pgvector support to `packages/storage/src/adapters/postgres.ts`: create extension on init (idempotent), expose vector column type in schema helpers. No adapter changes for non-federated tiers. | #460 | sonnet | feat/federation-m1-pgvector | FED-M1-02 | 8K | Shipped in PR #472. `enableVector` flag on postgres StorageConfig; idempotent CREATE EXTENSION before migrations. |
| 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 | Write `scripts/migrate-to-federated.ts`: one-way migration from `local` (PGlite) / `standalone` (PG without pgvector) → `federated`. Dumps, transforms, loads; dry-run + confirm UX. Idempotent on re-run. | #460 | sonnet | feat/federation-m1-migrate | FED-M1-04 | 10K | Shipped in PR #474. `mosaic storage migrate-tier`; DrizzleMigrationSource (corrects P0 found in review); 32 tests; idempotent. |
| 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 | not-started | PR, CI green, merge to main, close #460. | #460 | — | (aggregate) | FED-M1-11 | 3K | Queue-guard before push; wait for green; merge squashed; tea `issue-close` #460. |
| 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 | Author `docker-compose.federated.yml` as an overlay profile: Postgres 17 + pgvector extension (port 5433), Valkey (6380), named volumes, healthchecks. Compose-up should boot cleanly on a clean machine. | #460 | sonnet | feat/federation-m1-compose | FED-M1-01 | 5K | Shipped in PR #471. Overlay defines `postgres-federated`/`valkey-federated`, profile-gated, with pg-init for pgvector extension. |
| FED-M1-03 | done | Add pgvector support to `packages/storage/src/adapters/postgres.ts`: create extension on init (idempotent), expose vector column type in schema helpers. No adapter changes for non-federated tiers. | #460 | sonnet | feat/federation-m1-pgvector | FED-M1-02 | 8K | Shipped in PR #472. `enableVector` flag on postgres StorageConfig; idempotent CREATE EXTENSION before migrations. |
| 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 | Write `scripts/migrate-to-federated.ts`: one-way migration from `local` (PGlite) / `standalone` (PG without pgvector) → `federated`. Dumps, transforms, loads; dry-run + confirm UX. Idempotent on re-run. | #460 | sonnet | feat/federation-m1-migrate | FED-M1-04 | 10K | Shipped in PR #474. `mosaic storage migrate-tier`; DrizzleMigrationSource (corrects P0 found in review); 32 tests; idempotent. |
| 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)