docs(federation): M3 mission planning — 14-task decomposition (#504)
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**ID:** federation-v1-20260419
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**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.
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**Phase:** M2 active — Step-CA + grant schema + admin CLI; parallel test-deploy workstream stood up
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**Current Milestone:** FED-M2
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**Progress:** 1 / 7 milestones
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**Phase:** M3 active — mTLS handshake + list/get/capabilities verbs + scope enforcement
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**Current Milestone:** FED-M3
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**Progress:** 2 / 7 milestones
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**Status:** active
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**Last Updated:** 2026-04-21 (M2 decomposed; mos-test-1/-2 designated as federation E2E test hosts)
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**Last Updated:** 2026-04-21 (M2 closed via PR #503, tag `fed-v0.2.0-m2`, issue #461 closed; M3 decomposed into 14 tasks)
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**Parent Mission:** None — new mission
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## Test Infrastructure
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| # | ID | Name | Status | Branch | Issue | Started | Completed |
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| --- | ------ | --------------------------------------------- | ----------- | ------------------ | ----- | ---------- | ---------- |
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| 1 | FED-M1 | Federated tier infrastructure | done | (12 PRs #470-#481) | #460 | 2026-04-19 | 2026-04-19 |
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| 2 | FED-M2 | Step-CA + grant schema + admin CLI | in-progress | (decomposition) | #461 | 2026-04-21 | — |
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| 3 | FED-M3 | mTLS handshake + list/get + scope enforcement | not-started | — | #462 | — | — |
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| 2 | FED-M2 | Step-CA + grant schema + admin CLI | done | (PRs #483-#503) | #461 | 2026-04-21 | 2026-04-21 |
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| 3 | FED-M3 | mTLS handshake + list/get + scope enforcement | in-progress | (decomposition) | #462 | 2026-04-21 | — |
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| 4 | FED-M4 | search verb + audit log + rate limit | not-started | — | #463 | — | — |
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| 5 | FED-M5 | Cache + offline degradation + OTEL | not-started | — | #464 | — | — |
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| 6 | FED-M6 | Revocation + auto-renewal + CRL | not-started | — | #465 | — | — |
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@@ -85,17 +85,24 @@ Key design references:
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## Session History
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| Session | Date | Runtime | Outcome |
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| ------- | ---------- | ------- | --------------------------------------------------------------------- |
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| S1 | 2026-04-19 | claude | PRD authored, MILESTONES decomposed, 7 issues filed |
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| S2-S4 | 2026-04-19 | claude | FED-M1 complete: 12 tasks (PRs #470-#481) merged; tag `fed-v0.1.0-m1` |
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| Session | Date | Runtime | Outcome |
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| ------- | ----------------------- | ------- | ------------------------------------------------------------------------------------------------------------------------------------- |
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| S1 | 2026-04-19 | claude | PRD authored, MILESTONES decomposed, 7 issues filed |
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| S2-S4 | 2026-04-19 | claude | FED-M1 complete: 12 tasks (PRs #470-#481) merged; tag `fed-v0.1.0-m1` |
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| 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. |
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| S23 | 2026-04-21 | claude | M3 decomposed into 14 tasks in `docs/federation/TASKS.md`. Manifest M3 row → in-progress. Next: kickoff M3-01. |
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## Next Step
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FED-M2 active. Decomposition landed in `docs/federation/TASKS.md` (M2-01..M2-13 code workstream + DEPLOY-01..DEPLOY-05 parallel test-deploy workstream, ~88K total). Tracking issue #482.
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FED-M3 active. Decomposition landed in `docs/federation/TASKS.md` (M3-01..M3-14, ~100K estimate). Tracking issue #462.
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Parallel execution plan:
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Execution plan (parallel where possible):
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- **CODE workstream**: M2-01 (DB migration) starts immediately — sonnet subagent on `feat/federation-m2-schema`. Then M2-02 → M2-09 sequentially with M2-04/M2-05/M2-06/M2-07 having interleaved CA/storage/grant dependencies.
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- **DEPLOY workstream**: DEPLOY-01 (image verify) → DEPLOY-02 (stack template) → DEPLOY-03/04 (mos-test-1/-2 deploy) → DEPLOY-05 (TEST-INFRA.md). Gated on Portainer wrapper PR (`PORTAINER_INSECURE` flag) merging first.
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- **Re-converge** at M2-10 (E2E test) once both workstreams ready.
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- **Foundation**: M3-01 (DTOs in `packages/types/src/federation/`) starts immediately — sonnet subagent on `feat/federation-m3-types`. Blocks all server + client work.
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- **Server stream** (after M3-01): M3-03 (AuthGuard) + M3-04 (ScopeService) in series, then M3-05 / M3-06 / M3-07 (verbs) in parallel.
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- **Client stream** (after M3-01, parallel with server): M3-08 (FederationClient) → M3-09 (QuerySourceService).
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- **Harness** (parallel with everything): M3-02 (`tools/federation-harness/`) — needed for M3-11.
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- **Test gates**: M3-10 (Integration) → M3-11 (E2E with harness) → M3-12 (Independent security review, two rounds budgeted).
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- **Close**: M3-13 (Docs) → M3-14 (release tag `fed-v0.3.0-m3`, close #462).
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**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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