fix(federation): address #494 review findings (FED-M2-04)

H1: Replace HS256/HMAC signing with real JWK signing (ES256/RS256/ES384)
    via jose SignJWT. Algorithm derived from JWK kty/crv. Provisioner
    password dropped as signing input; kept only as optional env var for
    PBES2-decrypt path at startup.
H2: Clamp cert TTL to 900s (15 min) in both DTO validator and issueCert().
    Default changed to 300s (5 min). @Max reduced to 15*60.
H3: Real CSR validation via @peculiar/x509: parse PEM, verify self-
    signature, reject weak keys (RSA<2048, bad EC curves), reject MD5/SHA-1.
    New validateCsr() throws CaServiceError code INVALID_CSR on failure.
H4: Replace hardcoded \x24 DER length in federation.tpl with dynamic
    printf "%c" (len ...) encoding. Add UUID-shape validation for grantId
    and subjectUserId in buildOtt() with code INVALID_GRANT_ID.
H5: Load JWK into KeyObject once (lazy, cached). provisionerKeyJson raw
    string not stored as class field. provisionerPassword not stored.

M1: Set JWT sub to CSR CN (extracted via @peculiar/x509) instead of URL.
M2: Add jti: crypto.randomUUID() to OTT claims.
M3: Drop top-level sha claim; keep only step.sha.
M4: extractSerial() throws CaServiceError code CERT_PARSE instead of
    returning 'unknown' on failure.
M5: Set timeout: 5000 on https.RequestOptions + req.setTimeout(5000).
M6: OTT signature verified with jose.jwtVerify in tests. Added real P-256
    CSR test via @peculiar/x509 generator. Added provisionerPassword
    leak-check test.
M7: Constructor validates STEP_CA_URL must be https://.

Verification: typecheck ✓, 385 tests pass (16 new), lint ✓, format ✓.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

.gitignore

@@ -9,3 +9,6 @@ coverage
 *.tsbuildinfo
 .pnpm-store
 docs/reports/
+
+# Step-CA dev password — real file is gitignored; commit only the .example
+infra/step-ca/dev-password

.woodpecker/publish.yml

@@ -103,12 +103,12 @@ steps:
       - mkdir -p /kaniko/.docker
       - echo "{\"auths\":{\"git.mosaicstack.dev\":{\"username\":\"$REGISTRY_USER\",\"password\":\"$REGISTRY_PASS\"}}}" > /kaniko/.docker/config.json
       - |
-        DESTINATIONS="--destination git.mosaicstack.dev/mosaicstack/mosaic-stack/gateway:sha-${CI_COMMIT_SHA:0:7}"
+        DESTINATIONS="--destination git.mosaicstack.dev/mosaicstack/stack/gateway:sha-${CI_COMMIT_SHA:0:7}"
         if [ "$CI_COMMIT_BRANCH" = "main" ]; then
-          DESTINATIONS="$DESTINATIONS --destination git.mosaicstack.dev/mosaicstack/mosaic-stack/gateway:latest"
+          DESTINATIONS="$DESTINATIONS --destination git.mosaicstack.dev/mosaicstack/stack/gateway:latest"
         fi
         if [ -n "$CI_COMMIT_TAG" ]; then
-          DESTINATIONS="$DESTINATIONS --destination git.mosaicstack.dev/mosaicstack/mosaic-stack/gateway:$CI_COMMIT_TAG"
+          DESTINATIONS="$DESTINATIONS --destination git.mosaicstack.dev/mosaicstack/stack/gateway:$CI_COMMIT_TAG"
         fi
         /kaniko/executor --context . --dockerfile docker/gateway.Dockerfile $DESTINATIONS
     depends_on:
@@ -128,12 +128,12 @@ steps:
       - mkdir -p /kaniko/.docker
       - echo "{\"auths\":{\"git.mosaicstack.dev\":{\"username\":\"$REGISTRY_USER\",\"password\":\"$REGISTRY_PASS\"}}}" > /kaniko/.docker/config.json
       - |
-        DESTINATIONS="--destination git.mosaicstack.dev/mosaicstack/mosaic-stack/web:sha-${CI_COMMIT_SHA:0:7}"
+        DESTINATIONS="--destination git.mosaicstack.dev/mosaicstack/stack/web:sha-${CI_COMMIT_SHA:0:7}"
         if [ "$CI_COMMIT_BRANCH" = "main" ]; then
-          DESTINATIONS="$DESTINATIONS --destination git.mosaicstack.dev/mosaicstack/mosaic-stack/web:latest"
+          DESTINATIONS="$DESTINATIONS --destination git.mosaicstack.dev/mosaicstack/stack/web:latest"
         fi
         if [ -n "$CI_COMMIT_TAG" ]; then
-          DESTINATIONS="$DESTINATIONS --destination git.mosaicstack.dev/mosaicstack/mosaic-stack/web:$CI_COMMIT_TAG"
+          DESTINATIONS="$DESTINATIONS --destination git.mosaicstack.dev/mosaicstack/stack/web:$CI_COMMIT_TAG"
         fi
         /kaniko/executor --context . --dockerfile docker/web.Dockerfile $DESTINATIONS
     depends_on:

AGENTS.md

@@ -59,9 +59,9 @@ pnpm typecheck && pnpm lint && pnpm format:check  # Quality gates
 The `agent` column specifies the required model for each task. **This is set at task creation by the orchestrator and must not be changed by workers.**
 
 | Value     | When to use                                                 | Budget                     |
-| -------- | ----------------------------------------------------------- | -------------------------- |
+| --------- | ----------------------------------------------------------- | -------------------------- |
 | `codex`   | All coding tasks (default for implementation)               | OpenAI credits — preferred |
-| `glm-5`  | Cost-sensitive coding where Codex is unavailable            | Z.ai credits               |
+| `glm-5.1` | Cost-sensitive coding where Codex is unavailable            | Z.ai credits               |
 | `haiku`   | Review gates, verify tasks, status checks, docs-only        | Cheapest Claude tier       |
 | `sonnet`  | Complex planning, multi-file reasoning, architecture review | Claude quota               |
 | `opus`    | Major cross-cutting architecture decisions ONLY             | Most expensive — minimize  |

README.md

@@ -7,7 +7,13 @@ Mosaic gives you a unified launcher for Claude Code, Codex, OpenCode, and Pi —
 ## Quick Install
 
 ```bash
-bash <(curl -fsSL https://git.mosaicstack.dev/mosaicstack/mosaic-stack/raw/branch/main/tools/install.sh)
+curl -fsSL https://mosaicstack.dev/install.sh | bash
+```
+
+Or use the direct URL:
+
+```bash
+bash <(curl -fsSL https://git.mosaicstack.dev/mosaicstack/stack/raw/branch/main/tools/install.sh)
 ```
 
 The installer auto-launches the setup wizard, which walks you through gateway install and verification. Flags for non-interactive use:
@@ -74,6 +80,8 @@ If you already have a gateway account but no token, use `mosaic gateway config r
 
 ### Configuration
 
+Mosaic supports three storage tiers: `local` (PGlite, single-host), `standalone` (PostgreSQL, single-host), and `federated` (PostgreSQL + pgvector + Valkey, multi-host). See [Federated Tier Setup](docs/federation/SETUP.md) for multi-user and production deployments, or [Migrating to Federated](docs/guides/migrate-tier.md) to upgrade from existing tiers.
+
 ```bash
 mosaic config show           # Print full config as JSON
 mosaic config get <key>      # Read a specific key
@@ -179,8 +187,8 @@ Consent state is persisted in config. Remote upload is a no-op until you run `mo
 ### Setup
 
 ```bash
-git clone git@git.mosaicstack.dev:mosaicstack/mosaic-stack.git
+git clone git@git.mosaicstack.dev:mosaicstack/stack.git
-cd mosaic-stack
+cd stack
 
 # Start infrastructure (Postgres, Valkey, Jaeger)
 docker compose up -d
@@ -229,7 +237,7 @@ npm packages are published to the Gitea package registry on main merges.
 ## Architecture
 
 ```
-mosaic-stack/
+stack/
 ├── apps/
 │   ├── gateway/             NestJS API + WebSocket hub (Fastify, Socket.IO, OTEL)
 │   └── web/                 Next.js dashboard (React 19, Tailwind)
@@ -302,7 +310,13 @@ Each stage has a dispatch mode (`exec` for research/review, `yolo` for coding),
 Run the installer again — it handles upgrades automatically:
 
 ```bash
-bash <(curl -fsSL https://git.mosaicstack.dev/mosaicstack/mosaic-stack/raw/branch/main/tools/install.sh)
+curl -fsSL https://mosaicstack.dev/install.sh | bash
+```
+
+Or use the direct URL:
+
+```bash
+bash <(curl -fsSL https://git.mosaicstack.dev/mosaicstack/stack/raw/branch/main/tools/install.sh)
 ```
 
 Or use the CLI:

apps/gateway/package.json

@@ -3,7 +3,7 @@
   "version": "0.0.6",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "apps/gateway"
   },
   "type": "module",
@@ -56,6 +56,7 @@
     "@opentelemetry/sdk-metrics": "^2.6.0",
     "@opentelemetry/sdk-node": "^0.213.0",
     "@opentelemetry/semantic-conventions": "^1.40.0",
+    "@peculiar/x509": "^2.0.0",
     "@sinclair/typebox": "^0.34.48",
     "better-auth": "^1.5.5",
     "bullmq": "^5.71.0",
@@ -63,8 +64,11 @@
     "class-validator": "^0.15.1",
     "dotenv": "^17.3.1",
     "fastify": "^5.0.0",
+    "ioredis": "^5.10.0",
+    "jose": "^6.2.2",
     "node-cron": "^4.2.1",
     "openai": "^6.32.0",
+    "postgres": "^3.4.8",
     "reflect-metadata": "^0.2.0",
     "rxjs": "^7.8.0",
     "socket.io": "^4.8.0",

apps/gateway/src/__tests__/integration/federated-boot.pg-unreachable.integration.test.ts

@@ -0,0 +1,64 @@
+/**
+ * Test B — Gateway boot refuses (fail-fast) when PG is unreachable.
+ *
+ * Prereq: docker compose -f docker-compose.federated.yml --profile federated up -d
+ *         (Valkey must be running; only PG is intentionally misconfigured.)
+ * Run:    FEDERATED_INTEGRATION=1 pnpm --filter @mosaicstack/gateway test src/__tests__/integration/federated-boot.pg-unreachable.integration.test.ts
+ *
+ * Skipped when FEDERATED_INTEGRATION !== '1'.
+ */
+
+import net from 'node:net';
+import { beforeAll, describe, expect, it } from 'vitest';
+import { TierDetectionError, detectAndAssertTier } from '@mosaicstack/storage';
+
+const run = process.env['FEDERATED_INTEGRATION'] === '1';
+
+const VALKEY_URL = 'redis://localhost:6380';
+
+/**
+ * Reserves a guaranteed-closed port at runtime by binding to an ephemeral OS
+ * port (port 0) and immediately releasing it. The OS will not reassign the
+ * port during the TIME_WAIT window, so it remains closed for the duration of
+ * this test.
+ */
+async function reserveClosedPort(): Promise<number> {
+  return new Promise((resolve, reject) => {
+    const server = net.createServer();
+    server.listen(0, '127.0.0.1', () => {
+      const addr = server.address();
+      if (typeof addr !== 'object' || !addr) return reject(new Error('no addr'));
+      const port = addr.port;
+      server.close(() => resolve(port));
+    });
+    server.on('error', reject);
+  });
+}
+
+describe.skipIf(!run)('federated boot — PG unreachable', () => {
+  let badPgUrl: string;
+
+  beforeAll(async () => {
+    const closedPort = await reserveClosedPort();
+    badPgUrl = `postgresql://mosaic:mosaic@localhost:${closedPort}/mosaic`;
+  });
+
+  it('detectAndAssertTier throws TierDetectionError with service: postgres when PG is down', async () => {
+    const brokenConfig = {
+      tier: 'federated' as const,
+      storage: {
+        type: 'postgres' as const,
+        url: badPgUrl,
+        enableVector: true,
+      },
+      queue: {
+        type: 'bullmq',
+        url: VALKEY_URL,
+      },
+    };
+
+    await expect(detectAndAssertTier(brokenConfig)).rejects.toSatisfy(
+      (err: unknown) => err instanceof TierDetectionError && err.service === 'postgres',
+    );
+  }, 10_000);
+});

apps/gateway/src/__tests__/integration/federated-boot.success.integration.test.ts

@@ -0,0 +1,50 @@
+/**
+ * Test A — Gateway boot succeeds when federated services are up.
+ *
+ * Prereq: docker compose -f docker-compose.federated.yml --profile federated up -d
+ * Run:    FEDERATED_INTEGRATION=1 pnpm --filter @mosaicstack/gateway test src/__tests__/integration/federated-boot.success.integration.test.ts
+ *
+ * Skipped when FEDERATED_INTEGRATION !== '1'.
+ */
+
+import postgres from 'postgres';
+import { afterAll, describe, expect, it } from 'vitest';
+import { detectAndAssertTier } from '@mosaicstack/storage';
+
+const run = process.env['FEDERATED_INTEGRATION'] === '1';
+
+const PG_URL = 'postgresql://mosaic:mosaic@localhost:5433/mosaic';
+const VALKEY_URL = 'redis://localhost:6380';
+
+const federatedConfig = {
+  tier: 'federated' as const,
+  storage: {
+    type: 'postgres' as const,
+    url: PG_URL,
+    enableVector: true,
+  },
+  queue: {
+    type: 'bullmq',
+    url: VALKEY_URL,
+  },
+};
+
+describe.skipIf(!run)('federated boot — success path', () => {
+  let sql: ReturnType<typeof postgres> | undefined;
+
+  afterAll(async () => {
+    if (sql) {
+      await sql.end({ timeout: 2 }).catch(() => {});
+    }
+  });
+
+  it('detectAndAssertTier resolves without throwing when federated services are up', async () => {
+    await expect(detectAndAssertTier(federatedConfig)).resolves.toBeUndefined();
+  }, 10_000);
+
+  it('pgvector extension is registered (pg_extension row exists)', async () => {
+    sql = postgres(PG_URL, { max: 1, connect_timeout: 5, idle_timeout: 5 });
+    const rows = await sql`SELECT * FROM pg_extension WHERE extname = 'vector'`;
+    expect(rows).toHaveLength(1);
+  }, 10_000);
+});

apps/gateway/src/__tests__/integration/federated-pgvector.integration.test.ts

@@ -0,0 +1,43 @@
+/**
+ * Test C — pgvector extension is functional end-to-end.
+ *
+ * Creates a temp table with a vector(3) column, inserts a row, and queries it
+ * back — confirming the extension is not just registered but operational.
+ *
+ * Prereq: docker compose -f docker-compose.federated.yml --profile federated up -d
+ * Run:    FEDERATED_INTEGRATION=1 pnpm --filter @mosaicstack/gateway test src/__tests__/integration/federated-pgvector.integration.test.ts
+ *
+ * Skipped when FEDERATED_INTEGRATION !== '1'.
+ */
+
+import postgres from 'postgres';
+import { afterAll, describe, expect, it } from 'vitest';
+
+const run = process.env['FEDERATED_INTEGRATION'] === '1';
+
+const PG_URL = 'postgresql://mosaic:mosaic@localhost:5433/mosaic';
+
+let sql: ReturnType<typeof postgres> | undefined;
+
+afterAll(async () => {
+  if (sql) {
+    await sql.end({ timeout: 2 }).catch(() => {});
+  }
+});
+
+describe.skipIf(!run)('federated pgvector — functional end-to-end', () => {
+  it('vector ops round-trip: INSERT [1,2,3] and SELECT returns [1,2,3]', async () => {
+    sql = postgres(PG_URL, { max: 1, connect_timeout: 5, idle_timeout: 5 });
+
+    await sql`CREATE TEMP TABLE t (id int, embedding vector(3))`;
+    await sql`INSERT INTO t VALUES (1, '[1,2,3]')`;
+    const rows = await sql`SELECT embedding FROM t`;
+
+    expect(rows).toHaveLength(1);
+    // The postgres driver returns vector columns as strings like '[1,2,3]'.
+    // Normalise by parsing the string representation.
+    const raw = rows[0]?.['embedding'] as string;
+    const parsed = JSON.parse(raw) as number[];
+    expect(parsed).toEqual([1, 2, 3]);
+  }, 10_000);
+});

apps/gateway/src/agent/provider-credentials.service.ts

@@ -1,62 +1,10 @@
 import { Inject, Injectable, Logger } from '@nestjs/common';
-import { createCipheriv, createDecipheriv, createHash, randomBytes } from 'node:crypto';
+import { seal, unseal } from '@mosaicstack/auth';
 import type { Db } from '@mosaicstack/db';
 import { providerCredentials, eq, and } from '@mosaicstack/db';
 import { DB } from '../database/database.module.js';
 import type { ProviderCredentialSummaryDto } from './provider-credentials.dto.js';
 
-const ALGORITHM = 'aes-256-gcm';
-const IV_LENGTH = 12; // 96-bit IV for GCM
-const TAG_LENGTH = 16; // 128-bit auth tag
-
-/**
- * Derive a 32-byte AES-256 key from BETTER_AUTH_SECRET using SHA-256.
- * The secret is assumed to be set in the environment.
- */
-function deriveEncryptionKey(): Buffer {
-  const secret = process.env['BETTER_AUTH_SECRET'];
-  if (!secret) {
-    throw new Error('BETTER_AUTH_SECRET is not set — cannot derive encryption key');
-  }
-  return createHash('sha256').update(secret).digest();
-}
-
-/**
- * Encrypt a plain-text value using AES-256-GCM.
- * Output format: base64(iv + authTag + ciphertext)
- */
-function encrypt(plaintext: string): string {
-  const key = deriveEncryptionKey();
-  const iv = randomBytes(IV_LENGTH);
-  const cipher = createCipheriv(ALGORITHM, key, iv);
-
-  const encrypted = Buffer.concat([cipher.update(plaintext, 'utf8'), cipher.final()]);
-  const authTag = cipher.getAuthTag();
-
-  // Combine iv (12) + authTag (16) + ciphertext and base64-encode
-  const combined = Buffer.concat([iv, authTag, encrypted]);
-  return combined.toString('base64');
-}
-
-/**
- * Decrypt a value encrypted by `encrypt()`.
- * Throws on authentication failure (tampered data).
- */
-function decrypt(encoded: string): string {
-  const key = deriveEncryptionKey();
-  const combined = Buffer.from(encoded, 'base64');
-
-  const iv = combined.subarray(0, IV_LENGTH);
-  const authTag = combined.subarray(IV_LENGTH, IV_LENGTH + TAG_LENGTH);
-  const ciphertext = combined.subarray(IV_LENGTH + TAG_LENGTH);
-
-  const decipher = createDecipheriv(ALGORITHM, key, iv);
-  decipher.setAuthTag(authTag);
-
-  const decrypted = Buffer.concat([decipher.update(ciphertext), decipher.final()]);
-  return decrypted.toString('utf8');
-}
-
 @Injectable()
 export class ProviderCredentialsService {
   private readonly logger = new Logger(ProviderCredentialsService.name);
@@ -74,7 +22,7 @@ export class ProviderCredentialsService {
     value: string,
     metadata?: Record<string, unknown>,
   ): Promise<void> {
-    const encryptedValue = encrypt(value);
+    const encryptedValue = seal(value);
 
     await this.db
       .insert(providerCredentials)
@@ -122,7 +70,7 @@ export class ProviderCredentialsService {
     }
 
     try {
-      return decrypt(row.encryptedValue);
+      return unseal(row.encryptedValue);
     } catch (err) {
       this.logger.error(
         `Failed to decrypt credential for user=${userId} provider=${provider}`,

apps/gateway/src/app.module.ts

@@ -24,6 +24,7 @@ import { GCModule } from './gc/gc.module.js';
 import { ReloadModule } from './reload/reload.module.js';
 import { WorkspaceModule } from './workspace/workspace.module.js';
 import { QueueModule } from './queue/queue.module.js';
+import { FederationModule } from './federation/federation.module.js';
 import { ThrottlerGuard, ThrottlerModule } from '@nestjs/throttler';
 
 @Module({
@@ -52,6 +53,7 @@ import { ThrottlerGuard, ThrottlerModule } from '@nestjs/throttler';
     QueueModule,
     ReloadModule,
     WorkspaceModule,
+    FederationModule,
   ],
   controllers: [HealthController],
   providers: [

apps/gateway/src/federation/__tests__/peer-key.spec.ts

@@ -0,0 +1,63 @@
+import { describe, it, expect, beforeEach, afterEach } from 'vitest';
+import { sealClientKey, unsealClientKey } from '../peer-key.util.js';
+
+const TEST_SECRET = 'test-secret-for-peer-key-unit-tests-only';
+
+const TEST_PEM = `-----BEGIN PRIVATE KEY-----
+MIIEvQIBADANBgkqhkiG9w0BAQEFAASCBKcwggSjAgEAAoIBAQC7o4qne60TB3wo
+pCOW8QqstpxEBpnFo37JxLYEJbpE3gUlJajsHv9UWRQ7m5B7n+MBXwTCQqMEY8Wl
+kHv9tGgz1YGwzBjNKxPJXE6pPTXQ1Oa0VB9l3qHdqF5HtZoJzE0c6dO8HJ5YUVL
+-----END PRIVATE KEY-----`;
+
+let savedSecret: string | undefined;
+
+beforeEach(() => {
+  savedSecret = process.env['BETTER_AUTH_SECRET'];
+  process.env['BETTER_AUTH_SECRET'] = TEST_SECRET;
+});
+
+afterEach(() => {
+  if (savedSecret === undefined) {
+    delete process.env['BETTER_AUTH_SECRET'];
+  } else {
+    process.env['BETTER_AUTH_SECRET'] = savedSecret;
+  }
+});
+
+describe('peer-key seal/unseal', () => {
+  it('round-trip: unsealClientKey(sealClientKey(pem)) returns original pem', () => {
+    const sealed = sealClientKey(TEST_PEM);
+    const roundTripped = unsealClientKey(sealed);
+    expect(roundTripped).toBe(TEST_PEM);
+  });
+
+  it('non-determinism: sealClientKey produces different ciphertext each call', () => {
+    const sealed1 = sealClientKey(TEST_PEM);
+    const sealed2 = sealClientKey(TEST_PEM);
+    expect(sealed1).not.toBe(sealed2);
+  });
+
+  it('at-rest: sealed output does not contain plaintext PEM content', () => {
+    const sealed = sealClientKey(TEST_PEM);
+    expect(sealed).not.toContain('PRIVATE KEY');
+    expect(sealed).not.toContain(
+      'MIIEvQIBADANBgkqhkiG9w0BAQEFAASCBKcwggSjAgEAAoIBAQC7o4qne60TB3wo',
+    );
+  });
+
+  it('tamper: flipping a byte in the sealed payload causes unseal to throw', () => {
+    const sealed = sealClientKey(TEST_PEM);
+    const buf = Buffer.from(sealed, 'base64');
+    // Flip a byte in the middle of the buffer (past IV and authTag)
+    const midpoint = Math.floor(buf.length / 2);
+    buf[midpoint] = buf[midpoint]! ^ 0xff;
+    const tampered = buf.toString('base64');
+    expect(() => unsealClientKey(tampered)).toThrow();
+  });
+
+  it('missing secret: unsealClientKey throws when BETTER_AUTH_SECRET is unset', () => {
+    const sealed = sealClientKey(TEST_PEM);
+    delete process.env['BETTER_AUTH_SECRET'];
+    expect(() => unsealClientKey(sealed)).toThrow('BETTER_AUTH_SECRET is not set');
+  });
+});

apps/gateway/src/federation/ca.dto.ts

@@ -0,0 +1,57 @@
+/**
+ * DTOs for the Step-CA client service (FED-M2-04).
+ *
+ * IssueCertRequestDto  — input to CaService.issueCert()
+ * IssuedCertDto        — output from CaService.issueCert()
+ */
+
+import { IsInt, IsNotEmpty, IsOptional, IsString, IsUUID, Max, Min } from 'class-validator';
+
+export class IssueCertRequestDto {
+  /**
+   * PEM-encoded PKCS#10 Certificate Signing Request.
+   * The CSR must already include the desired SANs.
+   */
+  @IsString()
+  @IsNotEmpty()
+  csrPem!: string;
+
+  /**
+   * UUID of the federation_grants row this certificate is being issued for.
+   * Embedded as the `mosaic_grant_id` custom OID extension.
+   */
+  @IsUUID()
+  grantId!: string;
+
+  /**
+   * UUID of the local user on whose behalf the cert is being issued.
+   * Embedded as the `mosaic_subject_user_id` custom OID extension.
+   */
+  @IsUUID()
+  subjectUserId!: string;
+
+  /**
+   * Requested certificate validity in seconds.
+   * Hard cap: 900 s (15 minutes). Default: 300 s (5 minutes).
+   * The service will always clamp to 900 s regardless of this value.
+   */
+  @IsOptional()
+  @IsInt()
+  @Min(60)
+  @Max(15 * 60)
+  ttlSeconds: number = 300;
+}
+
+export class IssuedCertDto {
+  /** PEM-encoded leaf certificate returned by step-ca. */
+  certPem!: string;
+
+  /**
+   * PEM-encoded full certificate chain (leaf + intermediates + root).
+   * Falls back to `certPem` when step-ca returns no `certChain` field.
+   */
+  certChainPem!: string;
+
+  /** Decimal serial number string of the issued certificate. */
+  serialNumber!: string;
+}

apps/gateway/src/federation/ca.service.spec.ts

@@ -0,0 +1,577 @@
+/**
+ * Unit tests for CaService — Step-CA client (FED-M2-04).
+ *
+ * Coverage:
+ *  - Happy path: returns IssuedCertDto with certPem, certChainPem, serialNumber
+ *  - certChainPem fallback: falls back to certPem when certChain absent
+ *  - certChainPem from ca field: uses crt+ca when certChain absent but ca present
+ *  - HTTP 401: throws CaServiceError with cause + remediation
+ *  - HTTP non-401 error: throws CaServiceError
+ *  - Malformed CSR: throws before HTTP call (INVALID_CSR)
+ *  - Non-JSON response: throws CaServiceError
+ *  - HTTPS connection error: throws CaServiceError
+ *  - JWT custom claims: mosaic_grant_id and mosaic_subject_user_id present in OTT payload
+ *    verified with jose.jwtVerify (real signature check)
+ *  - CaServiceError: has cause + remediation properties
+ *  - Missing crt in response: throws CaServiceError
+ *  - Real CSR validation: valid P-256 CSR passes; malformed CSR fails with INVALID_CSR
+ *  - provisionerPassword never appears in CaServiceError messages
+ *  - HTTPS-only enforcement: http:// URL throws in constructor
+ */
+
+import 'reflect-metadata';
+import { describe, it, expect, vi, beforeEach, type Mock } from 'vitest';
+import { jwtVerify, exportJWK, generateKeyPair } from 'jose';
+import { Pkcs10CertificateRequestGenerator } from '@peculiar/x509';
+
+// ---------------------------------------------------------------------------
+// Mock node:https BEFORE importing CaService so the mock is in place when
+// the module is loaded. Vitest/ESM require vi.mock at the top level.
+// ---------------------------------------------------------------------------
+
+vi.mock('node:https', () => {
+  const mockRequest = vi.fn();
+  const mockAgent = vi.fn().mockImplementation(() => ({}));
+  return {
+    default: { request: mockRequest, Agent: mockAgent },
+    request: mockRequest,
+    Agent: mockAgent,
+  };
+});
+
+vi.mock('node:fs', () => {
+  const mockReadFileSync = vi
+    .fn()
+    .mockReturnValue('-----BEGIN CERTIFICATE-----\nFAKEROOT\n-----END CERTIFICATE-----\n');
+  return {
+    default: { readFileSync: mockReadFileSync },
+    readFileSync: mockReadFileSync,
+  };
+});
+
+// ---------------------------------------------------------------------------
+// Helpers
+// ---------------------------------------------------------------------------
+
+// Real self-signed EC P-256 certificate generated with openssl for testing.
+// openssl req -x509 -newkey ec -pkeyopt ec_paramgen_curve:P-256 -nodes -keyout /dev/null \
+//   -out /dev/stdout -subj "/CN=test" -days 1
+const FAKE_CERT_PEM = `-----BEGIN CERTIFICATE-----
+MIIBdDCCARmgAwIBAgIUM+iUJSayN+PwXkyVN6qwSY7sr6gwCgYIKoZIzj0EAwIw
+DzENMAsGA1UEAwwEdGVzdDAeFw0yNjA0MjIwMzE5MTlaFw0yNjA0MjMwMzE5MTla
+MA8xDTALBgNVBAMMBHRlc3QwWTATBgcqhkjOPQIBBggqhkjOPQMBBwNCAAR21kHL
+n1GmFQ4TEBw3EA53pD+2McIBf5WcoHE+x0eMz5DpRKJe0ksHwOVN5Yev5d57kb+4
+MvG1LhbHCB/uQo8So1MwUTAdBgNVHQ4EFgQUPq0pdIGiQ7pLBRXICS8GTliCrLsw
+HwYDVR0jBBgwFoAUPq0pdIGiQ7pLBRXICS8GTliCrLswDwYDVR0TAQH/BAUwAwEB
+/zAKBggqhkjOPQQDAgNJADBGAiEAypJqyC6S77aQ3eEXokM6sgAsD7Oa3tJbCbVm
+zG3uJb0CIQC1w+GE+Ad0OTR5Quja46R1RjOo8ydpzZ7Fh4rouAiwEw==
+-----END CERTIFICATE-----
+`;
+
+// Use a second copy of the same cert for the CA field in tests.
+const FAKE_CA_PEM = FAKE_CERT_PEM;
+
+const GRANT_ID = 'a0eebc99-9c0b-4ef8-bb6d-6bb9bd380a11';
+const SUBJECT_USER_ID = 'b1ffcd00-0d1c-5f09-cc7e-7cc0ce491b22';
+
+// ---------------------------------------------------------------------------
+// Generate a real EC P-256 key pair and CSR for integration-style tests
+// ---------------------------------------------------------------------------
+
+// We generate this once at module level so it's available to all tests.
+// The key pair and CSR PEM are populated asynchronously in the test that needs them.
+
+let realCsrPem: string;
+
+async function generateRealCsr(): Promise<string> {
+  const { privateKey, publicKey } = await generateKeyPair('ES256');
+  // Export public key JWK for potential verification (not used here but confirms key is exportable)
+  await exportJWK(publicKey);
+
+  // Use @peculiar/x509 to build a proper CSR
+  const csr = await Pkcs10CertificateRequestGenerator.create({
+    name: 'CN=test.federation.local',
+    signingAlgorithm: { name: 'ECDSA', hash: 'SHA-256' },
+    keys: { privateKey, publicKey },
+  });
+
+  return csr.toString('pem');
+}
+
+// ---------------------------------------------------------------------------
+// Setup env before importing service
+// We use an EC P-256 key pair here so the JWK-based signing works.
+// The key pair is generated once and stored in module-level vars.
+// ---------------------------------------------------------------------------
+
+// Real EC P-256 test JWK (test-only, never used in production).
+// Generated with node webcrypto for use in unit tests.
+const TEST_EC_PRIVATE_JWK = {
+  key_ops: ['sign'],
+  ext: true,
+  kty: 'EC',
+  x: 'Xq2RjZctcPcUMU14qfjs3MtZTmFk8z1lFGQyypgXZOU',
+  y: 't8w9Cbt4RVmR47Wnb_i5cLwefEnMcvwse049zu9Rl_E',
+  crv: 'P-256',
+  d: 'TM6N79w1HE-PiML5Td4mbXfJaLHEaZrVyVrrwlJv7q8',
+  kid: 'test-ec-kid',
+};
+
+const TEST_EC_PUBLIC_JWK = {
+  key_ops: ['verify'],
+  ext: true,
+  kty: 'EC',
+  x: 'Xq2RjZctcPcUMU14qfjs3MtZTmFk8z1lFGQyypgXZOU',
+  y: 't8w9Cbt4RVmR47Wnb_i5cLwefEnMcvwse049zu9Rl_E',
+  crv: 'P-256',
+  kid: 'test-ec-kid',
+};
+
+process.env['STEP_CA_URL'] = 'https://step-ca:9000';
+process.env['STEP_CA_PROVISIONER_KEY_JSON'] = JSON.stringify(TEST_EC_PRIVATE_JWK);
+process.env['STEP_CA_ROOT_CERT_PATH'] = '/fake/root.pem';
+
+// Import AFTER env is set and mocks are registered
+import * as httpsModule from 'node:https';
+import { CaService, CaServiceError } from './ca.service.js';
+import type { IssueCertRequestDto } from './ca.dto.js';
+
+// ---------------------------------------------------------------------------
+// Helper to build a mock https.request that simulates step-ca
+// ---------------------------------------------------------------------------
+
+function makeHttpsMock(statusCode: number, body: unknown, errorMsg?: string): void {
+  const mockReq = {
+    write: vi.fn(),
+    end: vi.fn(),
+    on: vi.fn(),
+    setTimeout: vi.fn(),
+  };
+
+  (httpsModule.request as unknown as Mock).mockImplementation(
+    (
+      _options: unknown,
+      callback: (res: {
+        statusCode: number;
+        on: (event: string, cb: (chunk?: Buffer) => void) => void;
+      }) => void,
+    ) => {
+      const mockRes = {
+        statusCode,
+        on: (event: string, cb: (chunk?: Buffer) => void) => {
+          if (event === 'data') {
+            if (body !== undefined) {
+              cb(Buffer.from(typeof body === 'string' ? body : JSON.stringify(body)));
+            }
+          }
+          if (event === 'end') {
+            cb();
+          }
+        },
+      };
+
+      if (errorMsg) {
+        // Simulate a connection error via the req.on('error') handler
+        mockReq.on.mockImplementation((event: string, cb: (err: Error) => void) => {
+          if (event === 'error') {
+            setImmediate(() => cb(new Error(errorMsg)));
+          }
+        });
+      } else {
+        // Normal flow: call the response callback
+        setImmediate(() => callback(mockRes));
+      }
+
+      return mockReq;
+    },
+  );
+}
+
+// ---------------------------------------------------------------------------
+// Tests
+// ---------------------------------------------------------------------------
+
+describe('CaService', () => {
+  let service: CaService;
+
+  beforeEach(() => {
+    vi.clearAllMocks();
+    service = new CaService();
+  });
+
+  function makeReq(overrides: Partial<IssueCertRequestDto> = {}): IssueCertRequestDto {
+    // Use a real CSR if available; fall back to a minimal placeholder
+    const defaultCsr = realCsrPem ?? makeFakeCsr();
+    return {
+      csrPem: defaultCsr,
+      grantId: GRANT_ID,
+      subjectUserId: SUBJECT_USER_ID,
+      ttlSeconds: 300,
+      ...overrides,
+    };
+  }
+
+  function makeFakeCsr(): string {
+    // A structurally valid-looking CSR header/footer (body will fail crypto verify)
+    return `-----BEGIN CERTIFICATE REQUEST-----\nMIIBIjANBgkqhkiG9w0BAQEFAAOCAQ8AMIIBCgKCAQEA0000000000000000AAAA\n-----END CERTIFICATE REQUEST-----\n`;
+  }
+
+  // -------------------------------------------------------------------------
+  // Real CSR generation — runs once and populates realCsrPem
+  // -------------------------------------------------------------------------
+
+  it('generates a real P-256 CSR that passes validateCsr', async () => {
+    realCsrPem = await generateRealCsr();
+    expect(realCsrPem).toMatch(/BEGIN CERTIFICATE REQUEST/);
+
+    // Now test that the service's validateCsr accepts it.
+    // We call it indirectly via issueCert with a successful mock.
+    makeHttpsMock(200, { crt: FAKE_CERT_PEM, certChain: [FAKE_CERT_PEM, FAKE_CA_PEM] });
+    const result = await service.issueCert(makeReq({ csrPem: realCsrPem }));
+    expect(result.certPem).toBe(FAKE_CERT_PEM);
+  });
+
+  it('throws INVALID_CSR for a malformed PEM-shaped CSR', async () => {
+    const malformedCsr =
+      '-----BEGIN CERTIFICATE REQUEST-----\nTm90QVJlYWxDU1I=\n-----END CERTIFICATE REQUEST-----\n';
+
+    await expect(service.issueCert(makeReq({ csrPem: malformedCsr }))).rejects.toSatisfy(
+      (err: unknown) => {
+        if (!(err instanceof CaServiceError)) return false;
+        expect(err.code).toBe('INVALID_CSR');
+        return true;
+      },
+    );
+  });
+
+  // -------------------------------------------------------------------------
+  // Happy path
+  // -------------------------------------------------------------------------
+
+  it('returns IssuedCertDto on success (certChain present)', async () => {
+    if (!realCsrPem) realCsrPem = await generateRealCsr();
+    makeHttpsMock(200, {
+      crt: FAKE_CERT_PEM,
+      certChain: [FAKE_CERT_PEM, FAKE_CA_PEM],
+    });
+
+    const result = await service.issueCert(makeReq());
+
+    expect(result.certPem).toBe(FAKE_CERT_PEM);
+    expect(result.certChainPem).toContain(FAKE_CERT_PEM);
+    expect(result.certChainPem).toContain(FAKE_CA_PEM);
+    expect(typeof result.serialNumber).toBe('string');
+  });
+
+  // -------------------------------------------------------------------------
+  // certChainPem fallback — certChain absent, ca field present
+  // -------------------------------------------------------------------------
+
+  it('builds certChainPem from crt+ca when certChain is absent', async () => {
+    if (!realCsrPem) realCsrPem = await generateRealCsr();
+    makeHttpsMock(200, {
+      crt: FAKE_CERT_PEM,
+      ca: FAKE_CA_PEM,
+    });
+
+    const result = await service.issueCert(makeReq());
+
+    expect(result.certPem).toBe(FAKE_CERT_PEM);
+    expect(result.certChainPem).toContain(FAKE_CERT_PEM);
+    expect(result.certChainPem).toContain(FAKE_CA_PEM);
+  });
+
+  // -------------------------------------------------------------------------
+  // certChainPem fallback — no certChain, no ca field
+  // -------------------------------------------------------------------------
+
+  it('falls back to certPem alone when certChain and ca are absent', async () => {
+    if (!realCsrPem) realCsrPem = await generateRealCsr();
+    makeHttpsMock(200, { crt: FAKE_CERT_PEM });
+
+    const result = await service.issueCert(makeReq());
+
+    expect(result.certPem).toBe(FAKE_CERT_PEM);
+    expect(result.certChainPem).toBe(FAKE_CERT_PEM);
+  });
+
+  // -------------------------------------------------------------------------
+  // HTTP 401
+  // -------------------------------------------------------------------------
+
+  it('throws CaServiceError on HTTP 401', async () => {
+    if (!realCsrPem) realCsrPem = await generateRealCsr();
+    makeHttpsMock(401, { message: 'Unauthorized' });
+
+    await expect(service.issueCert(makeReq())).rejects.toSatisfy((err: unknown) => {
+      if (!(err instanceof CaServiceError)) return false;
+      expect(err.message).toMatch(/401/);
+      expect(err.remediation).toBeTruthy();
+      return true;
+    });
+  });
+
+  // -------------------------------------------------------------------------
+  // HTTP non-401 error (e.g. 422)
+  // -------------------------------------------------------------------------
+
+  it('throws CaServiceError on HTTP 422', async () => {
+    if (!realCsrPem) realCsrPem = await generateRealCsr();
+    makeHttpsMock(422, { message: 'Unprocessable Entity' });
+
+    await expect(service.issueCert(makeReq())).rejects.toBeInstanceOf(CaServiceError);
+  });
+
+  // -------------------------------------------------------------------------
+  // Malformed CSR — throws before HTTP call
+  // -------------------------------------------------------------------------
+
+  it('throws CaServiceError for malformed CSR without making HTTP call', async () => {
+    const requestSpy = vi.spyOn(httpsModule, 'request');
+
+    await expect(service.issueCert(makeReq({ csrPem: 'not-a-valid-csr' }))).rejects.toBeInstanceOf(
+      CaServiceError,
+    );
+
+    expect(requestSpy).not.toHaveBeenCalled();
+  });
+
+  // -------------------------------------------------------------------------
+  // Non-JSON response
+  // -------------------------------------------------------------------------
+
+  it('throws CaServiceError when step-ca returns non-JSON', async () => {
+    if (!realCsrPem) realCsrPem = await generateRealCsr();
+    makeHttpsMock(200, 'this is not json');
+
+    await expect(service.issueCert(makeReq())).rejects.toSatisfy((err: unknown) => {
+      if (!(err instanceof CaServiceError)) return false;
+      expect(err.message).toMatch(/non-JSON/);
+      return true;
+    });
+  });
+
+  // -------------------------------------------------------------------------
+  // HTTPS connection error
+  // -------------------------------------------------------------------------
+
+  it('throws CaServiceError on HTTPS connection error', async () => {
+    if (!realCsrPem) realCsrPem = await generateRealCsr();
+    makeHttpsMock(0, undefined, 'connect ECONNREFUSED 127.0.0.1:9000');
+
+    await expect(service.issueCert(makeReq())).rejects.toSatisfy((err: unknown) => {
+      if (!(err instanceof CaServiceError)) return false;
+      expect(err.message).toMatch(/HTTPS connection/);
+      expect(err.cause).toBeInstanceOf(Error);
+      return true;
+    });
+  });
+
+  // -------------------------------------------------------------------------
+  // JWT custom claims: mosaic_grant_id and mosaic_subject_user_id
+  // Verified with jose.jwtVerify for real signature verification (M6)
+  // -------------------------------------------------------------------------
+
+  it('OTT contains mosaic_grant_id, mosaic_subject_user_id, and jti; signature verifies with jose', async () => {
+    if (!realCsrPem) realCsrPem = await generateRealCsr();
+
+    let capturedBody: Record<string, unknown> | undefined;
+
+    const mockReq = {
+      write: vi.fn((data: string) => {
+        capturedBody = JSON.parse(data) as Record<string, unknown>;
+      }),
+      end: vi.fn(),
+      on: vi.fn(),
+      setTimeout: vi.fn(),
+    };
+
+    (httpsModule.request as unknown as Mock).mockImplementation(
+      (
+        _options: unknown,
+        callback: (res: {
+          statusCode: number;
+          on: (event: string, cb: (chunk?: Buffer) => void) => void;
+        }) => void,
+      ) => {
+        const mockRes = {
+          statusCode: 200,
+          on: (event: string, cb: (chunk?: Buffer) => void) => {
+            if (event === 'data') {
+              cb(Buffer.from(JSON.stringify({ crt: FAKE_CERT_PEM })));
+            }
+            if (event === 'end') {
+              cb();
+            }
+          },
+        };
+        setImmediate(() => callback(mockRes));
+        return mockReq;
+      },
+    );
+
+    await service.issueCert(makeReq({ csrPem: realCsrPem }));
+
+    expect(capturedBody).toBeDefined();
+    const ott = capturedBody!['ott'] as string;
+    expect(typeof ott).toBe('string');
+
+    // Verify JWT structure
+    const parts = ott.split('.');
+    expect(parts).toHaveLength(3);
+
+    // Decode payload without signature check first
+    const payloadJson = Buffer.from(parts[1]!, 'base64url').toString('utf8');
+    const payload = JSON.parse(payloadJson) as Record<string, unknown>;
+
+    expect(payload['mosaic_grant_id']).toBe(GRANT_ID);
+    expect(payload['mosaic_subject_user_id']).toBe(SUBJECT_USER_ID);
+    expect(typeof payload['jti']).toBe('string'); // M2: jti present
+    expect(payload['jti']).toMatch(/^[0-9a-f-]{36}$/); // UUID format
+
+    // M3: top-level sha should NOT be present; step.sha should be present
+    expect(payload['sha']).toBeUndefined();
+    const step = payload['step'] as Record<string, unknown> | undefined;
+    expect(step?.['sha']).toBeDefined();
+
+    // M6: Verify signature with jose.jwtVerify using the public key
+    const { importJWK: importJose } = await import('jose');
+    const publicKey = await importJose(TEST_EC_PUBLIC_JWK, 'ES256');
+    const verified = await jwtVerify(ott, publicKey);
+    expect(verified.payload['mosaic_grant_id']).toBe(GRANT_ID);
+  });
+
+  // -------------------------------------------------------------------------
+  // CaServiceError has cause + remediation
+  // -------------------------------------------------------------------------
+
+  it('CaServiceError carries cause and remediation', () => {
+    const cause = new Error('original error');
+    const err = new CaServiceError('something went wrong', 'fix it like this', cause);
+
+    expect(err).toBeInstanceOf(Error);
+    expect(err).toBeInstanceOf(CaServiceError);
+    expect(err.message).toBe('something went wrong');
+    expect(err.remediation).toBe('fix it like this');
+    expect(err.cause).toBe(cause);
+    expect(err.name).toBe('CaServiceError');
+  });
+
+  // -------------------------------------------------------------------------
+  // Missing crt in response
+  // -------------------------------------------------------------------------
+
+  it('throws CaServiceError when response is missing the crt field', async () => {
+    if (!realCsrPem) realCsrPem = await generateRealCsr();
+    makeHttpsMock(200, { ca: FAKE_CA_PEM });
+
+    await expect(service.issueCert(makeReq())).rejects.toSatisfy((err: unknown) => {
+      if (!(err instanceof CaServiceError)) return false;
+      expect(err.message).toMatch(/missing the "crt" field/);
+      return true;
+    });
+  });
+
+  // -------------------------------------------------------------------------
+  // M6: provisionerPassword must never appear in CaServiceError messages
+  // -------------------------------------------------------------------------
+
+  it('provisionerPassword does not appear in any CaServiceError message', async () => {
+    // Temporarily set a recognizable password to test against
+    const originalPassword = process.env['STEP_CA_PROVISIONER_PASSWORD'];
+    process.env['STEP_CA_PROVISIONER_PASSWORD'] = 'super-secret-password-12345';
+
+    // Generate a bad CSR to trigger an error path
+    const caughtErrors: CaServiceError[] = [];
+    try {
+      await service.issueCert(makeReq({ csrPem: 'not-a-csr' }));
+    } catch (err) {
+      if (err instanceof CaServiceError) {
+        caughtErrors.push(err);
+      }
+    }
+
+    // Also try HTTP 401 path
+    if (!realCsrPem) realCsrPem = await generateRealCsr();
+    makeHttpsMock(401, { message: 'Unauthorized' });
+    try {
+      await service.issueCert(makeReq({ csrPem: realCsrPem }));
+    } catch (err) {
+      if (err instanceof CaServiceError) {
+        caughtErrors.push(err);
+      }
+    }
+
+    for (const err of caughtErrors) {
+      expect(err.message).not.toContain('super-secret-password-12345');
+      if (err.remediation) {
+        expect(err.remediation).not.toContain('super-secret-password-12345');
+      }
+    }
+
+    process.env['STEP_CA_PROVISIONER_PASSWORD'] = originalPassword;
+  });
+
+  // -------------------------------------------------------------------------
+  // M7: HTTPS-only enforcement in constructor
+  // -------------------------------------------------------------------------
+
+  it('throws in constructor if STEP_CA_URL uses http://', () => {
+    const originalUrl = process.env['STEP_CA_URL'];
+    process.env['STEP_CA_URL'] = 'http://step-ca:9000';
+
+    expect(() => new CaService()).toThrow(CaServiceError);
+
+    process.env['STEP_CA_URL'] = originalUrl;
+  });
+
+  // -------------------------------------------------------------------------
+  // TTL clamp: ttlSeconds is clamped to 900 s (15 min) maximum
+  // -------------------------------------------------------------------------
+
+  it('clamps ttlSeconds to 900 s regardless of input', async () => {
+    if (!realCsrPem) realCsrPem = await generateRealCsr();
+
+    let capturedBody: Record<string, unknown> | undefined;
+
+    const mockReq = {
+      write: vi.fn((data: string) => {
+        capturedBody = JSON.parse(data) as Record<string, unknown>;
+      }),
+      end: vi.fn(),
+      on: vi.fn(),
+      setTimeout: vi.fn(),
+    };
+
+    (httpsModule.request as unknown as Mock).mockImplementation(
+      (
+        _options: unknown,
+        callback: (res: {
+          statusCode: number;
+          on: (event: string, cb: (chunk?: Buffer) => void) => void;
+        }) => void,
+      ) => {
+        const mockRes = {
+          statusCode: 200,
+          on: (event: string, cb: (chunk?: Buffer) => void) => {
+            if (event === 'data') {
+              cb(Buffer.from(JSON.stringify({ crt: FAKE_CERT_PEM })));
+            }
+            if (event === 'end') {
+              cb();
+            }
+          },
+        };
+        setImmediate(() => callback(mockRes));
+        return mockReq;
+      },
+    );
+
+    // Request 86400 s — should be clamped to 900
+    await service.issueCert(makeReq({ ttlSeconds: 86400 }));
+
+    expect(capturedBody).toBeDefined();
+    const validity = capturedBody!['validity'] as Record<string, unknown>;
+    expect(validity['duration']).toBe('900s');
+  });
+});

apps/gateway/src/federation/ca.service.ts

@@ -0,0 +1,635 @@
+/**
+ * CaService — Step-CA client for federation grant certificate issuance.
+ *
+ * Responsibilities:
+ *  1. Build a JWK-provisioner One-Time Token (OTT) signed with the provisioner
+ *     private key (ES256/ES384/RS256 per JWK kty/crv) carrying Mosaic-specific
+ *     claims (`mosaic_grant_id`, `mosaic_subject_user_id`, `step.sha`) per the
+ *     step-ca JWK provisioner protocol.
+ *  2. POST the CSR + OTT to the step-ca `/1.0/sign` endpoint over HTTPS,
+ *     pinning the trust to the CA root cert supplied via env.
+ *  3. Return an IssuedCertDto containing the leaf cert, full chain, and
+ *     serial number.
+ *
+ * Environment variables (all required at runtime — validated in constructor):
+ *   STEP_CA_URL                   https://step-ca:9000
+ *   STEP_CA_PROVISIONER_KEY_JSON  JWK provisioner private key (JSON)
+ *   STEP_CA_ROOT_CERT_PATH        Absolute path to the CA root PEM
+ *
+ * Optional (only used for JWK PBES2 decrypt at startup if key is encrypted):
+ *   STEP_CA_PROVISIONER_PASSWORD  JWK provisioner password (raw string)
+ *
+ * Custom OID registry (PRD §6, docs/federation/SETUP.md):
+ *   1.3.6.1.4.1.99999.1  — mosaic_grant_id
+ *   1.3.6.1.4.1.99999.2  — mosaic_subject_user_id
+ *
+ * Fail-loud contract:
+ *   Every error path throws CaServiceError with a human-readable `remediation`
+ *   field. Silent OID-stripping is NEVER allowed — if the sign response does
+ *   not include the cert, we throw rather than return a cert that may be
+ *   missing the custom extensions.
+ */
+
+import { Injectable, Logger } from '@nestjs/common';
+import * as crypto from 'node:crypto';
+import * as fs from 'node:fs';
+import * as https from 'node:https';
+import { SignJWT, importJWK } from 'jose';
+import { Pkcs10CertificateRequest } from '@peculiar/x509';
+import type { IssueCertRequestDto } from './ca.dto.js';
+import { IssuedCertDto } from './ca.dto.js';
+
+// ---------------------------------------------------------------------------
+// Custom error class
+// ---------------------------------------------------------------------------
+
+export class CaServiceError extends Error {
+  readonly cause: unknown;
+  readonly remediation: string;
+  readonly code?: string;
+
+  constructor(message: string, remediation: string, cause?: unknown, code?: string) {
+    super(message);
+    this.name = 'CaServiceError';
+    this.cause = cause;
+    this.remediation = remediation;
+    this.code = code;
+  }
+}
+
+// ---------------------------------------------------------------------------
+// Internal types
+// ---------------------------------------------------------------------------
+
+interface StepSignResponse {
+  crt: string;
+  ca?: string;
+  certChain?: string[];
+}
+
+interface JwkKey {
+  kty: string;
+  kid?: string;
+  use?: string;
+  alg?: string;
+  k?: string; // symmetric
+  n?: string; // RSA
+  e?: string;
+  d?: string;
+  x?: string; // EC
+  y?: string;
+  crv?: string;
+  [key: string]: unknown;
+}
+
+// ---------------------------------------------------------------------------
+// Helpers
+// ---------------------------------------------------------------------------
+
+/** UUID regex for validation */
+const UUID_RE = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i;
+
+/**
+ * Derive the JWT algorithm string from a JWK's kty/crv fields.
+ * EC P-256 → ES256, EC P-384 → ES384, RSA → RS256.
+ */
+function algFromJwk(jwk: JwkKey): string {
+  if (jwk.alg) return jwk.alg;
+  if (jwk.kty === 'EC') {
+    if (jwk.crv === 'P-384') return 'ES384';
+    return 'ES256'; // default for P-256 and Ed25519-style EC keys
+  }
+  if (jwk.kty === 'RSA') return 'RS256';
+  throw new CaServiceError(
+    `Unsupported JWK kty: ${jwk.kty}`,
+    'STEP_CA_PROVISIONER_KEY_JSON must be an EC (P-256/P-384) or RSA JWK private key.',
+  );
+}
+
+/**
+ * Compute SHA-256 fingerprint of the DER-encoded CSR body.
+ * step-ca uses this as the `step.sha` claim to bind the OTT to a specific CSR.
+ */
+function csrFingerprint(csrPem: string): string {
+  // Strip PEM headers and decode base64 body
+  const b64 = csrPem
+    .replace(/-----BEGIN CERTIFICATE REQUEST-----/, '')
+    .replace(/-----END CERTIFICATE REQUEST-----/, '')
+    .replace(/\s+/g, '');
+
+  let derBuf: Buffer;
+  try {
+    derBuf = Buffer.from(b64, 'base64');
+  } catch (err) {
+    throw new CaServiceError(
+      'Failed to base64-decode the CSR PEM body',
+      'Verify that csrPem is a valid PKCS#10 PEM-encoded certificate request.',
+      err,
+    );
+  }
+
+  if (derBuf.length === 0) {
+    throw new CaServiceError(
+      'CSR PEM decoded to empty buffer — malformed input',
+      'Provide a valid non-empty PKCS#10 PEM-encoded certificate request.',
+    );
+  }
+
+  return crypto.createHash('sha256').update(derBuf).digest('hex');
+}
+
+/**
+ * Send a JSON POST to the step-ca sign endpoint.
+ * Returns the parsed response body or throws CaServiceError.
+ */
+function httpsPost(url: string, body: unknown, agent: https.Agent): Promise<StepSignResponse> {
+  return new Promise((resolve, reject) => {
+    const bodyStr = JSON.stringify(body);
+    const parsed = new URL(url);
+
+    const options: https.RequestOptions = {
+      hostname: parsed.hostname,
+      port: parsed.port ? parseInt(parsed.port, 10) : 443,
+      path: parsed.pathname,
+      method: 'POST',
+      headers: {
+        'Content-Type': 'application/json',
+        'Content-Length': Buffer.byteLength(bodyStr),
+      },
+      agent,
+      timeout: 5000,
+    };
+
+    const req = https.request(options, (res) => {
+      const chunks: Buffer[] = [];
+      res.on('data', (chunk: Buffer) => chunks.push(chunk));
+      res.on('end', () => {
+        const raw = Buffer.concat(chunks).toString('utf8');
+
+        if (res.statusCode === 401) {
+          reject(
+            new CaServiceError(
+              `step-ca returned HTTP 401 — invalid or expired OTT`,
+              'Check STEP_CA_PROVISIONER_KEY_JSON. Ensure the mosaic-fed provisioner is configured in the CA.',
+            ),
+          );
+          return;
+        }
+
+        if (res.statusCode && res.statusCode >= 400) {
+          reject(
+            new CaServiceError(
+              `step-ca returned HTTP ${res.statusCode}: ${raw.slice(0, 256)}`,
+              `Review the step-ca logs. Status ${res.statusCode} may indicate a CSR policy violation or misconfigured provisioner.`,
+            ),
+          );
+          return;
+        }
+
+        let parsed: unknown;
+        try {
+          parsed = JSON.parse(raw) as unknown;
+        } catch (err) {
+          reject(
+            new CaServiceError(
+              'step-ca returned a non-JSON response',
+              'Verify STEP_CA_URL points to a running step-ca instance and that TLS is properly configured.',
+              err,
+            ),
+          );
+          return;
+        }
+
+        resolve(parsed as StepSignResponse);
+      });
+    });
+
+    req.setTimeout(5000, () => {
+      req.destroy(new Error('Request timed out after 5000ms'));
+    });
+
+    req.on('error', (err: Error) => {
+      reject(
+        new CaServiceError(
+          `HTTPS connection to step-ca failed: ${err.message}`,
+          'Ensure STEP_CA_URL is reachable and STEP_CA_ROOT_CERT_PATH points to the correct CA root certificate.',
+          err,
+        ),
+      );
+    });
+
+    req.write(bodyStr);
+    req.end();
+  });
+}
+
+/**
+ * Extract a decimal serial number from a PEM certificate.
+ * Throws CaServiceError on failure — never silently returns 'unknown'.
+ */
+function extractSerial(certPem: string): string {
+  let cert: crypto.X509Certificate;
+  try {
+    cert = new crypto.X509Certificate(certPem);
+  } catch (err) {
+    throw new CaServiceError(
+      'Failed to parse the issued certificate PEM',
+      'The certificate returned by step-ca could not be parsed. Check that step-ca is returning a valid PEM certificate.',
+      err,
+      'CERT_PARSE',
+    );
+  }
+  return cert.serialNumber;
+}
+
+// ---------------------------------------------------------------------------
+// Service
+// ---------------------------------------------------------------------------
+
+@Injectable()
+export class CaService {
+  private readonly logger = new Logger(CaService.name);
+
+  private readonly caUrl: string;
+  private readonly rootCertPath: string;
+  private readonly httpsAgent: https.Agent;
+  private readonly jwk: JwkKey;
+  private cachedPrivateKey: crypto.KeyObject | null = null;
+  private readonly jwtAlg: string;
+  private readonly kid: string;
+
+  constructor() {
+    const caUrl = process.env['STEP_CA_URL'];
+    const provisionerKeyJson = process.env['STEP_CA_PROVISIONER_KEY_JSON'];
+    const rootCertPath = process.env['STEP_CA_ROOT_CERT_PATH'];
+
+    if (!caUrl) {
+      throw new CaServiceError(
+        'STEP_CA_URL is not set',
+        'Set STEP_CA_URL to the base URL of the step-ca instance, e.g. https://step-ca:9000',
+      );
+    }
+
+    // Enforce HTTPS-only URL
+    let parsedUrl: URL;
+    try {
+      parsedUrl = new URL(caUrl);
+    } catch (err) {
+      throw new CaServiceError(
+        `STEP_CA_URL is not a valid URL: ${caUrl}`,
+        'Set STEP_CA_URL to a valid HTTPS URL, e.g. https://step-ca:9000',
+        err,
+      );
+    }
+    if (parsedUrl.protocol !== 'https:') {
+      throw new CaServiceError(
+        `STEP_CA_URL must use HTTPS — got: ${parsedUrl.protocol}`,
+        'Set STEP_CA_URL to an https:// URL. Unencrypted connections to the CA are not permitted.',
+      );
+    }
+
+    if (!provisionerKeyJson) {
+      throw new CaServiceError(
+        'STEP_CA_PROVISIONER_KEY_JSON is not set',
+        'Set STEP_CA_PROVISIONER_KEY_JSON to the JSON-encoded JWK for the mosaic-fed provisioner.',
+      );
+    }
+    if (!rootCertPath) {
+      throw new CaServiceError(
+        'STEP_CA_ROOT_CERT_PATH is not set',
+        'Set STEP_CA_ROOT_CERT_PATH to the absolute path of the step-ca root CA certificate PEM file.',
+      );
+    }
+
+    // Parse JWK once — do NOT store the raw JSON string as a class field
+    let jwk: JwkKey;
+    try {
+      jwk = JSON.parse(provisionerKeyJson) as JwkKey;
+    } catch (err) {
+      throw new CaServiceError(
+        'STEP_CA_PROVISIONER_KEY_JSON is not valid JSON',
+        'Set STEP_CA_PROVISIONER_KEY_JSON to the JSON-serialised JWK object for the mosaic-fed provisioner.',
+        err,
+      );
+    }
+
+    // Derive algorithm from JWK metadata
+    const jwtAlg = algFromJwk(jwk);
+    const kid = jwk.kid ?? 'mosaic-fed';
+
+    // Import the JWK into a native KeyObject — fail loudly if it cannot be loaded.
+    // We do this synchronously here by calling the async importJWK via a blocking workaround.
+    // Actually importJWK is async, so we store it for use during token building.
+    // We keep the raw jwk object for later async import inside buildOtt.
+    // NOTE: We do NOT store provisionerKeyJson string as a class field.
+    this.jwk = jwk;
+    this.jwtAlg = jwtAlg;
+    this.kid = kid;
+
+    this.caUrl = caUrl;
+    this.rootCertPath = rootCertPath;
+
+    // Read the root cert and pin it for all HTTPS connections.
+    let rootCert: string;
+    try {
+      rootCert = fs.readFileSync(this.rootCertPath, 'utf8');
+    } catch (err) {
+      throw new CaServiceError(
+        `Cannot read STEP_CA_ROOT_CERT_PATH: ${rootCertPath}`,
+        'Ensure the file exists and is readable by the gateway process.',
+        err,
+      );
+    }
+
+    this.httpsAgent = new https.Agent({
+      ca: rootCert,
+      rejectUnauthorized: true,
+    });
+
+    this.logger.log(`CaService initialised — CA URL: ${this.caUrl}`);
+  }
+
+  /**
+   * Lazily import the private key from JWK on first use.
+   * The key is cached in cachedPrivateKey after first import.
+   */
+  private async getPrivateKey(): Promise<crypto.KeyObject> {
+    if (this.cachedPrivateKey !== null) return this.cachedPrivateKey;
+    try {
+      const key = await importJWK(this.jwk, this.jwtAlg);
+      // importJWK returns KeyLike (crypto.KeyObject | Uint8Array) — in Node.js it's KeyObject
+      this.cachedPrivateKey = key as unknown as crypto.KeyObject;
+      return this.cachedPrivateKey;
+    } catch (err) {
+      throw new CaServiceError(
+        'Failed to import STEP_CA_PROVISIONER_KEY_JSON as a cryptographic key',
+        'Ensure STEP_CA_PROVISIONER_KEY_JSON contains a valid JWK private key (EC P-256/P-384 or RSA).',
+        err,
+      );
+    }
+  }
+
+  /**
+   * Build the JWK-provisioner OTT signed with the provisioner private key.
+   * Algorithm is derived from the JWK kty/crv fields.
+   */
+  private async buildOtt(params: {
+    csrPem: string;
+    grantId: string;
+    subjectUserId: string;
+    ttlSeconds: number;
+    csrCn: string;
+  }): Promise<string> {
+    const { csrPem, grantId, subjectUserId, ttlSeconds, csrCn } = params;
+
+    // Validate UUID shape for grant id and subject user id
+    if (!UUID_RE.test(grantId)) {
+      throw new CaServiceError(
+        `grantId is not a valid UUID: ${grantId}`,
+        'Provide a valid UUID (RFC 4122) for grantId.',
+        undefined,
+        'INVALID_GRANT_ID',
+      );
+    }
+    if (!UUID_RE.test(subjectUserId)) {
+      throw new CaServiceError(
+        `subjectUserId is not a valid UUID: ${subjectUserId}`,
+        'Provide a valid UUID (RFC 4122) for subjectUserId.',
+        undefined,
+        'INVALID_GRANT_ID',
+      );
+    }
+
+    const sha = csrFingerprint(csrPem);
+    const now = Math.floor(Date.now() / 1000);
+    const privateKey = await this.getPrivateKey();
+
+    const ott = await new SignJWT({
+      iss: this.kid,
+      sub: csrCn, // M1: set sub to identity from CSR CN
+      aud: [`${this.caUrl}/1.0/sign`],
+      iat: now,
+      nbf: now - 30, // 30 s clock-skew tolerance
+      exp: now + Math.min(ttlSeconds, 3600), // OTT validity ≤ 1 h
+      jti: crypto.randomUUID(), // M2: unique token ID
+      // step.sha is the canonical field name used in the template — M3: keep only step.sha
+      step: { sha },
+      // Mosaic custom claims consumed by federation.tpl
+      mosaic_grant_id: grantId,
+      mosaic_subject_user_id: subjectUserId,
+    })
+      .setProtectedHeader({ alg: this.jwtAlg, typ: 'JWT', kid: this.kid })
+      .sign(privateKey);
+
+    return ott;
+  }
+
+  /**
+   * Validate a PEM-encoded CSR using @peculiar/x509.
+   * Verifies the self-signature, key type/size, and signature algorithm.
+   * Optionally verifies that the CSR's SANs match the expected set.
+   *
+   * Throws CaServiceError with code 'INVALID_CSR' on failure.
+   */
+  private async validateCsr(pem: string, expectedSans?: string[]): Promise<string> {
+    let csr: Pkcs10CertificateRequest;
+    try {
+      csr = new Pkcs10CertificateRequest(pem);
+    } catch (err) {
+      throw new CaServiceError(
+        'Failed to parse CSR PEM as a valid PKCS#10 certificate request',
+        'Provide a valid PEM-encoded PKCS#10 CSR.',
+        err,
+        'INVALID_CSR',
+      );
+    }
+
+    // Verify self-signature
+    let valid: boolean;
+    try {
+      valid = await csr.verify();
+    } catch (err) {
+      throw new CaServiceError(
+        'CSR signature verification threw an error',
+        'The CSR self-signature could not be verified. Ensure the CSR is properly formed.',
+        err,
+        'INVALID_CSR',
+      );
+    }
+    if (!valid) {
+      throw new CaServiceError(
+        'CSR self-signature is invalid',
+        'The CSR must be self-signed with the corresponding private key.',
+        undefined,
+        'INVALID_CSR',
+      );
+    }
+
+    // Validate signature algorithm — reject MD5 and SHA-1
+    // signatureAlgorithm is HashedAlgorithm which extends Algorithm.
+    // Cast through unknown to access .name and .hash.name without DOM lib globals.
+    const sigAlgAny = csr.signatureAlgorithm as unknown as {
+      name?: string;
+      hash?: { name?: string };
+    };
+    const sigAlgName = (sigAlgAny.name ?? '').toLowerCase();
+    const hashName = (sigAlgAny.hash?.name ?? '').toLowerCase();
+    if (
+      sigAlgName.includes('md5') ||
+      sigAlgName.includes('sha1') ||
+      hashName === 'sha-1' ||
+      hashName === 'sha1'
+    ) {
+      throw new CaServiceError(
+        `CSR uses a forbidden signature algorithm: ${sigAlgAny.name ?? 'unknown'}`,
+        'Use SHA-256 or stronger. MD5 and SHA-1 are not permitted.',
+        undefined,
+        'INVALID_CSR',
+      );
+    }
+
+    // Validate public key algorithm and strength via the algorithm descriptor on the key.
+    // csr.publicKey.algorithm is type Algorithm (WebCrypto) — use name-based checks.
+    // We cast to an extended interface to access curve/modulus info without DOM globals.
+    const pubKeyAlgo = csr.publicKey.algorithm as {
+      name: string;
+      namedCurve?: string;
+      modulusLength?: number;
+    };
+    const keyAlgoName = pubKeyAlgo.name;
+
+    if (keyAlgoName === 'RSASSA-PKCS1-v1_5' || keyAlgoName === 'RSA-PSS') {
+      const modulusLength = pubKeyAlgo.modulusLength ?? 0;
+      if (modulusLength < 2048) {
+        throw new CaServiceError(
+          `CSR RSA key is too short: ${modulusLength} bits (minimum 2048)`,
+          'Use an RSA key of at least 2048 bits.',
+          undefined,
+          'INVALID_CSR',
+        );
+      }
+    } else if (keyAlgoName === 'ECDSA') {
+      const namedCurve = pubKeyAlgo.namedCurve ?? '';
+      const allowedCurves = new Set(['P-256', 'P-384']);
+      if (!allowedCurves.has(namedCurve)) {
+        throw new CaServiceError(
+          `CSR EC key uses disallowed curve: ${namedCurve}`,
+          'Use EC P-256 or P-384. Other curves are not permitted.',
+          undefined,
+          'INVALID_CSR',
+        );
+      }
+    } else if (keyAlgoName === 'Ed25519') {
+      // Ed25519 is explicitly allowed
+    } else {
+      throw new CaServiceError(
+        `CSR uses unsupported key algorithm: ${keyAlgoName}`,
+        'Use EC (P-256/P-384), Ed25519, or RSA (≥2048 bit) keys.',
+        undefined,
+        'INVALID_CSR',
+      );
+    }
+
+    // Extract SANs if expectedSans provided
+    if (expectedSans && expectedSans.length > 0) {
+      // Get SANs from CSR extensions
+      const sanExtension = csr.extensions?.find(
+        (ext) => ext.type === '2.5.29.17', // Subject Alternative Name OID
+      );
+      const csrSans: string[] = [];
+      if (sanExtension) {
+        // Parse the raw SAN extension — store as stringified for comparison
+        // @peculiar/x509 exposes SANs through the parsed extension
+        const sanExt = sanExtension as { names?: Array<{ type: string; value: string }> };
+        if (sanExt.names) {
+          for (const name of sanExt.names) {
+            csrSans.push(name.value);
+          }
+        }
+      }
+
+      const csrSanSet = new Set(csrSans);
+      const expectedSanSet = new Set(expectedSans);
+      const missing = expectedSans.filter((s) => !csrSanSet.has(s));
+      const extra = csrSans.filter((s) => !expectedSanSet.has(s));
+
+      if (missing.length > 0 || extra.length > 0) {
+        throw new CaServiceError(
+          `CSR SANs do not match expected set. Missing: [${missing.join(', ')}], Extra: [${extra.join(', ')}]`,
+          'The CSR must include exactly the SANs specified in the issuance request.',
+          undefined,
+          'INVALID_CSR',
+        );
+      }
+    }
+
+    // Return the CN from the CSR subject for use as JWT sub
+    const cn = csr.subjectName.getField('CN')?.[0] ?? '';
+    return cn;
+  }
+
+  /**
+   * Submit a CSR to step-ca and return the issued certificate.
+   *
+   * Throws `CaServiceError` on any failure (network, auth, malformed input).
+   * Never silently swallows errors — fail-loud is a hard contract per M2-02 review.
+   */
+  async issueCert(req: IssueCertRequestDto): Promise<IssuedCertDto> {
+    // Clamp TTL to 15-minute maximum (H2)
+    const ttl = Math.min(req.ttlSeconds ?? 300, 900);
+
+    this.logger.debug(
+      `issueCert — grantId=${req.grantId} subjectUserId=${req.subjectUserId} ttl=${ttl}s`,
+    );
+
+    // Validate CSR — real cryptographic validation (H3)
+    const csrCn = await this.validateCsr(req.csrPem);
+
+    const ott = await this.buildOtt({
+      csrPem: req.csrPem,
+      grantId: req.grantId,
+      subjectUserId: req.subjectUserId,
+      ttlSeconds: ttl,
+      csrCn,
+    });
+
+    const signUrl = `${this.caUrl}/1.0/sign`;
+    const requestBody = {
+      csr: req.csrPem,
+      ott,
+      validity: {
+        duration: `${ttl}s`,
+      },
+    };
+
+    this.logger.debug(`Posting CSR to ${signUrl}`);
+    const response = await httpsPost(signUrl, requestBody, this.httpsAgent);
+
+    if (!response.crt) {
+      throw new CaServiceError(
+        'step-ca sign response missing the "crt" field',
+        'This is unexpected — the step-ca instance may be misconfigured or running an incompatible version.',
+      );
+    }
+
+    // Build certChainPem: prefer certChain array, fall back to ca field, fall back to crt alone.
+    let certChainPem: string;
+    if (response.certChain && response.certChain.length > 0) {
+      certChainPem = response.certChain.join('\n');
+    } else if (response.ca) {
+      certChainPem = response.crt + '\n' + response.ca;
+    } else {
+      certChainPem = response.crt;
+    }
+
+    const serialNumber = extractSerial(response.crt);
+
+    this.logger.log(`Certificate issued — serial=${serialNumber} grantId=${req.grantId}`);
+
+    const result = new IssuedCertDto();
+    result.certPem = response.crt;
+    result.certChainPem = certChainPem;
+    result.serialNumber = serialNumber;
+    return result;
+  }
+}

apps/gateway/src/federation/federation.module.ts

@@ -0,0 +1,8 @@
+import { Module } from '@nestjs/common';
+import { CaService } from './ca.service.js';
+
+@Module({
+  providers: [CaService],
+  exports: [CaService],
+})
+export class FederationModule {}

apps/gateway/src/federation/peer-key.util.ts

@@ -0,0 +1,9 @@
+import { seal, unseal } from '@mosaicstack/auth';
+
+export function sealClientKey(privateKeyPem: string): string {
+  return seal(privateKeyPem);
+}
+
+export function unsealClientKey(sealedKey: string): string {
+  return unseal(sealedKey);
+}

apps/gateway/src/federation/scope-schema.spec.ts

@@ -0,0 +1,187 @@
+/**
+ * Unit tests for FederationScopeSchema and parseFederationScope.
+ *
+ * Coverage:
+ *  - Valid: minimal scope
+ *  - Valid: full PRD §8.1 example
+ *  - Valid: resources + excluded_resources (no overlap)
+ *  - Invalid: empty resources
+ *  - Invalid: unknown resource value
+ *  - Invalid: resources / excluded_resources intersection
+ *  - Invalid: filter key not in resources
+ *  - Invalid: max_rows_per_query = 0
+ *  - Invalid: max_rows_per_query = 10001
+ *  - Invalid: not an object / null
+ *  - Defaults: include_personal defaults to true; excluded_resources defaults to []
+ *  - Sentinel: console.warn fires for sensitive resources
+ */
+
+import { describe, it, expect, vi, afterEach } from 'vitest';
+import {
+  parseFederationScope,
+  FederationScopeError,
+  FederationScopeSchema,
+} from './scope-schema.js';
+
+afterEach(() => {
+  vi.restoreAllMocks();
+});
+
+describe('parseFederationScope — valid inputs', () => {
+  it('accepts a minimal scope (resources + max_rows_per_query only)', () => {
+    const scope = parseFederationScope({
+      resources: ['tasks'],
+      max_rows_per_query: 100,
+    });
+    expect(scope.resources).toEqual(['tasks']);
+    expect(scope.max_rows_per_query).toBe(100);
+    expect(scope.excluded_resources).toEqual([]);
+    expect(scope.filters).toBeUndefined();
+  });
+
+  it('accepts the full PRD §8.1 example', () => {
+    const scope = parseFederationScope({
+      resources: ['tasks', 'notes', 'memory'],
+      filters: {
+        tasks: { include_teams: ['team_uuid_1', 'team_uuid_2'], include_personal: true },
+        notes: { include_personal: true, include_teams: [] },
+        memory: { include_personal: true },
+      },
+      excluded_resources: ['credentials', 'api_keys'],
+      max_rows_per_query: 500,
+    });
+    expect(scope.resources).toEqual(['tasks', 'notes', 'memory']);
+    expect(scope.excluded_resources).toEqual(['credentials', 'api_keys']);
+    expect(scope.filters?.tasks?.include_teams).toEqual(['team_uuid_1', 'team_uuid_2']);
+    expect(scope.max_rows_per_query).toBe(500);
+  });
+
+  it('accepts a scope with excluded_resources and no filter overlap', () => {
+    const scope = parseFederationScope({
+      resources: ['tasks', 'notes'],
+      excluded_resources: ['memory'],
+      max_rows_per_query: 250,
+    });
+    expect(scope.resources).toEqual(['tasks', 'notes']);
+    expect(scope.excluded_resources).toEqual(['memory']);
+  });
+});
+
+describe('parseFederationScope — defaults', () => {
+  it('defaults excluded_resources to []', () => {
+    const scope = parseFederationScope({ resources: ['tasks'], max_rows_per_query: 1 });
+    expect(scope.excluded_resources).toEqual([]);
+  });
+
+  it('defaults include_personal to true when filter is provided without it', () => {
+    const scope = parseFederationScope({
+      resources: ['tasks'],
+      filters: { tasks: { include_teams: ['t1'] } },
+      max_rows_per_query: 10,
+    });
+    expect(scope.filters?.tasks?.include_personal).toBe(true);
+  });
+});
+
+describe('parseFederationScope — invalid inputs', () => {
+  it('throws FederationScopeError for empty resources array', () => {
+    expect(() => parseFederationScope({ resources: [], max_rows_per_query: 100 })).toThrow(
+      FederationScopeError,
+    );
+  });
+
+  it('throws for unknown resource value in resources', () => {
+    expect(() =>
+      parseFederationScope({ resources: ['unknown_resource'], max_rows_per_query: 100 }),
+    ).toThrow(FederationScopeError);
+  });
+
+  it('throws when resources and excluded_resources intersect', () => {
+    expect(() =>
+      parseFederationScope({
+        resources: ['tasks', 'memory'],
+        excluded_resources: ['memory'],
+        max_rows_per_query: 100,
+      }),
+    ).toThrow(FederationScopeError);
+  });
+
+  it('throws when filters references a resource not in resources', () => {
+    expect(() =>
+      parseFederationScope({
+        resources: ['tasks'],
+        filters: { notes: { include_personal: true } },
+        max_rows_per_query: 100,
+      }),
+    ).toThrow(FederationScopeError);
+  });
+
+  it('throws for max_rows_per_query = 0', () => {
+    expect(() => parseFederationScope({ resources: ['tasks'], max_rows_per_query: 0 })).toThrow(
+      FederationScopeError,
+    );
+  });
+
+  it('throws for max_rows_per_query = 10001', () => {
+    expect(() => parseFederationScope({ resources: ['tasks'], max_rows_per_query: 10001 })).toThrow(
+      FederationScopeError,
+    );
+  });
+
+  it('throws for null input', () => {
+    expect(() => parseFederationScope(null)).toThrow(FederationScopeError);
+  });
+
+  it('throws for non-object input (string)', () => {
+    expect(() => parseFederationScope('not-an-object')).toThrow(FederationScopeError);
+  });
+});
+
+describe('parseFederationScope — sentinel warning', () => {
+  it('emits console.warn when resources includes "credentials"', () => {
+    const warnSpy = vi.spyOn(console, 'warn').mockImplementation(() => {});
+    parseFederationScope({
+      resources: ['tasks', 'credentials'],
+      max_rows_per_query: 100,
+    });
+    expect(warnSpy).toHaveBeenCalledWith(
+      expect.stringContaining(
+        '[FederationScope] WARNING: scope grants sensitive resource "credentials"',
+      ),
+    );
+  });
+
+  it('emits console.warn when resources includes "api_keys"', () => {
+    const warnSpy = vi.spyOn(console, 'warn').mockImplementation(() => {});
+    parseFederationScope({
+      resources: ['tasks', 'api_keys'],
+      max_rows_per_query: 100,
+    });
+    expect(warnSpy).toHaveBeenCalledWith(
+      expect.stringContaining(
+        '[FederationScope] WARNING: scope grants sensitive resource "api_keys"',
+      ),
+    );
+  });
+
+  it('does NOT emit console.warn for non-sensitive resources', () => {
+    const warnSpy = vi.spyOn(console, 'warn').mockImplementation(() => {});
+    parseFederationScope({ resources: ['tasks', 'notes', 'memory'], max_rows_per_query: 100 });
+    expect(warnSpy).not.toHaveBeenCalled();
+  });
+});
+
+describe('FederationScopeSchema — boundary values', () => {
+  it('accepts max_rows_per_query = 1 (lower bound)', () => {
+    const result = FederationScopeSchema.safeParse({ resources: ['tasks'], max_rows_per_query: 1 });
+    expect(result.success).toBe(true);
+  });
+
+  it('accepts max_rows_per_query = 10000 (upper bound)', () => {
+    const result = FederationScopeSchema.safeParse({
+      resources: ['tasks'],
+      max_rows_per_query: 10000,
+    });
+    expect(result.success).toBe(true);
+  });
+});

apps/gateway/src/federation/scope-schema.ts

@@ -0,0 +1,147 @@
+/**
+ * Federation grant scope schema and validator.
+ *
+ * Source of truth: docs/federation/PRD.md §8.1
+ *
+ * This module is intentionally pure — no DB, no NestJS, no CA wiring.
+ * It is reusable from grant CRUD (M2-06) and scope enforcement (M3+).
+ */
+
+import { z } from 'zod';
+
+// ---------------------------------------------------------------------------
+// Allowlist of federation resources (canonical — M3+ will extend this list)
+// ---------------------------------------------------------------------------
+export const FEDERATION_RESOURCE_VALUES = [
+  'tasks',
+  'notes',
+  'memory',
+  'credentials',
+  'api_keys',
+] as const;
+
+export type FederationResource = (typeof FEDERATION_RESOURCE_VALUES)[number];
+
+/**
+ * Sensitive resources require explicit admin approval (PRD §8.4).
+ * The parser warns when these appear in `resources`; M2-06 grant CRUD
+ * will add a hard gate on top of this warning.
+ */
+const SENSITIVE_RESOURCES: ReadonlySet<FederationResource> = new Set(['credentials', 'api_keys']);
+
+// ---------------------------------------------------------------------------
+// Sub-schemas
+// ---------------------------------------------------------------------------
+
+const ResourceArraySchema = z
+  .array(z.enum(FEDERATION_RESOURCE_VALUES))
+  .nonempty({ message: 'resources must contain at least one value' })
+  .refine((arr) => new Set(arr).size === arr.length, {
+    message: 'resources must not contain duplicate values',
+  });
+
+const ResourceFilterSchema = z.object({
+  include_teams: z.array(z.string()).optional(),
+  include_personal: z.boolean().default(true),
+});
+
+// ---------------------------------------------------------------------------
+// Top-level schema
+// ---------------------------------------------------------------------------
+
+export const FederationScopeSchema = z
+  .object({
+    resources: ResourceArraySchema,
+
+    excluded_resources: z
+      .array(z.enum(FEDERATION_RESOURCE_VALUES))
+      .default([])
+      .refine((arr) => new Set(arr).size === arr.length, {
+        message: 'excluded_resources must not contain duplicate values',
+      }),
+
+    filters: z.record(z.string(), ResourceFilterSchema).optional(),
+
+    max_rows_per_query: z
+      .number()
+      .int({ message: 'max_rows_per_query must be an integer' })
+      .min(1, { message: 'max_rows_per_query must be at least 1' })
+      .max(10000, { message: 'max_rows_per_query must be at most 10000' }),
+  })
+  .superRefine((data, ctx) => {
+    const resourceSet = new Set(data.resources);
+
+    // Intersection guard: a resource cannot be both granted and excluded
+    for (const r of data.excluded_resources) {
+      if (resourceSet.has(r)) {
+        ctx.addIssue({
+          code: z.ZodIssueCode.custom,
+          message: `Resource "${r}" appears in both resources and excluded_resources`,
+          path: ['excluded_resources'],
+        });
+      }
+    }
+
+    // Filter keys must be a subset of resources
+    if (data.filters) {
+      for (const key of Object.keys(data.filters)) {
+        if (!resourceSet.has(key as FederationResource)) {
+          ctx.addIssue({
+            code: z.ZodIssueCode.custom,
+            message: `filters key "${key}" references a resource not present in resources`,
+            path: ['filters', key],
+          });
+        }
+      }
+    }
+  });
+
+export type FederationScope = z.infer<typeof FederationScopeSchema>;
+
+// ---------------------------------------------------------------------------
+// Error class
+// ---------------------------------------------------------------------------
+
+export class FederationScopeError extends Error {
+  constructor(message: string) {
+    super(message);
+    this.name = 'FederationScopeError';
+  }
+}
+
+// ---------------------------------------------------------------------------
+// Typed parser
+// ---------------------------------------------------------------------------
+
+/**
+ * Parse and validate an unknown value as a FederationScope.
+ *
+ * Throws `FederationScopeError` with aggregated Zod issues on failure.
+ *
+ * Emits `console.warn` when sensitive resources (`credentials`, `api_keys`)
+ * are present in `resources` — per PRD §8.4, these require explicit admin
+ * approval. M2-06 grant CRUD will add a hard gate on top of this warning.
+ */
+export function parseFederationScope(input: unknown): FederationScope {
+  const result = FederationScopeSchema.safeParse(input);
+
+  if (!result.success) {
+    const issues = result.error.issues
+      .map((e) => `  - [${e.path.join('.') || 'root'}] ${e.message}`)
+      .join('\n');
+    throw new FederationScopeError(`Invalid federation scope:\n${issues}`);
+  }
+
+  const scope = result.data;
+
+  // Sentinel warning for sensitive resources (PRD §8.4)
+  for (const resource of scope.resources) {
+    if (SENSITIVE_RESOURCES.has(resource)) {
+      console.warn(
+        `[FederationScope] WARNING: scope grants sensitive resource "${resource}". Per PRD §8.4 this requires explicit admin approval and is logged.`,
+      );
+    }
+  }
+
+  return scope;
+}

apps/gateway/src/main.ts

@@ -20,10 +20,12 @@ import { Logger, ValidationPipe } from '@nestjs/common';
 import { FastifyAdapter, type NestFastifyApplication } from '@nestjs/platform-fastify';
 import helmet from '@fastify/helmet';
 import { listSsoStartupWarnings } from '@mosaicstack/auth';
+import { loadConfig } from '@mosaicstack/config';
 import { AppModule } from './app.module.js';
 import { mountAuthHandler } from './auth/auth.controller.js';
 import { mountMcpHandler } from './mcp/mcp.controller.js';
 import { McpService } from './mcp/mcp.service.js';
+import { detectAndAssertTier, TierDetectionError } from '@mosaicstack/storage';
 
 async function bootstrap(): Promise<void> {
   const logger = new Logger('Bootstrap');
@@ -32,6 +34,20 @@ async function bootstrap(): Promise<void> {
     throw new Error('BETTER_AUTH_SECRET is required');
   }
 
+  // Pre-flight: assert all external services required by the configured tier
+  // are reachable. Runs before NestFactory.create() so failures are visible
+  // immediately with actionable remediation hints.
+  const mosaicConfig = loadConfig();
+  try {
+    await detectAndAssertTier(mosaicConfig);
+  } catch (err) {
+    if (err instanceof TierDetectionError) {
+      logger.error(`Tier detection failed: ${err.message}`);
+      logger.error(`Remediation: ${err.remediation}`);
+    }
+    throw err;
+  }
+
   for (const warning of listSsoStartupWarnings()) {
     logger.warn(warning);
   }

deploy/portainer/README.md

@@ -0,0 +1,70 @@
+# deploy/portainer/
+
+Portainer stack templates for Mosaic Stack deployments.
+
+## Files
+
+| File                       | Purpose                                                                                                        |
+| -------------------------- | -------------------------------------------------------------------------------------------------------------- |
+| `federated-test.stack.yml` | Docker Swarm stack for federation end-to-end test instances (`mos-test-1.woltje.com`, `mos-test-2.woltje.com`) |
+
+---
+
+## federated-test.stack.yml
+
+A self-contained Swarm stack that boots a federated-tier Mosaic gateway with co-located Postgres 17 (pgvector) and Valkey 8. This is a **test template** — production deployments will use a separate template with stricter resource limits and Docker secrets.
+
+### Deploy via Portainer UI
+
+1. Log into Portainer.
+2. Navigate to **Stacks → Add stack**.
+3. Set a stack name matching `STACK_NAME` below (e.g. `mos-test-1`).
+4. Choose **Web editor** and paste the contents of `federated-test.stack.yml`.
+5. Scroll to **Environment variables** and add each variable listed below.
+6. Click **Deploy the stack**.
+
+### Required environment variables
+
+| Variable             | Example                                 | Notes                                                    |
+| -------------------- | --------------------------------------- | -------------------------------------------------------- |
+| `STACK_NAME`         | `mos-test-1`                            | Unique per stack — used in Traefik router/service names. |
+| `HOST_FQDN`          | `mos-test-1.woltje.com`                 | Fully-qualified hostname served by this stack.           |
+| `POSTGRES_PASSWORD`  | _(generate randomly)_                   | Database password. Do **not** reuse between stacks.      |
+| `BETTER_AUTH_SECRET` | _(generate: `openssl rand -base64 32`)_ | BetterAuth session signing key.                          |
+| `BETTER_AUTH_URL`    | `https://mos-test-1.woltje.com`         | Public base URL of the gateway.                          |
+
+Optional variables (uncomment in the YAML or set in Portainer):
+
+| Variable                      | Notes                                                      |
+| ----------------------------- | ---------------------------------------------------------- |
+| `ANTHROPIC_API_KEY`           | Enable Claude models.                                      |
+| `OPENAI_API_KEY`              | Enable OpenAI models.                                      |
+| `OTEL_EXPORTER_OTLP_ENDPOINT` | Forward traces to a collector (e.g. `http://jaeger:4318`). |
+
+### Required external resources
+
+Before deploying, ensure the following exist on the Swarm:
+
+1. **`traefik-public` overlay network** — shared network Traefik uses to route traffic to stacks.
+   ```bash
+   docker network create --driver overlay --attachable traefik-public
+   ```
+2. **`letsencrypt` cert resolver** — configured in the Traefik Swarm stack. The stack template references `tls.certresolver=letsencrypt`; the name must match your Traefik config.
+3. **DNS A record** — `${HOST_FQDN}` must resolve to the Swarm ingress IP (or a Cloudflare-proxied address pointing there).
+
+### Deployed instances
+
+| Stack name   | HOST_FQDN               | Purpose                            |
+| ------------ | ----------------------- | ---------------------------------- |
+| `mos-test-1` | `mos-test-1.woltje.com` | DEPLOY-03 — first federation peer  |
+| `mos-test-2` | `mos-test-2.woltje.com` | DEPLOY-04 — second federation peer |
+
+### Image
+
+The gateway image is pinned by digest to `fed-v0.1.0-m1` (verified in DEPLOY-01). Update the digest in the YAML when promoting a new build — never use `:latest` or a mutable tag in Swarm.
+
+### Notes
+
+- This template boots a **vanilla M1-baseline gateway** in federated tier. Federation grants (Step-CA, mTLS) are M2+ scope and not included here.
+- Each stack gets its own Postgres volume (`postgres-data`) and Valkey volume (`valkey-data`) scoped to the stack name by Swarm.
+- `depends_on` is honoured by Compose but ignored by Swarm — healthchecks on Postgres and Valkey ensure the gateway retries until they are ready.

deploy/portainer/federated-test.stack.yml

@@ -0,0 +1,160 @@
+# deploy/portainer/federated-test.stack.yml
+#
+# Portainer / Docker Swarm stack template — federated-tier test instance
+#
+# PURPOSE
+#   Deploys a single federated-tier Mosaic gateway with co-located Postgres
+#   (pgvector) and Valkey for end-to-end federation testing. Intended for
+#   mos-test-1.woltje.com and mos-test-2.woltje.com (DEPLOY-03/04).
+#
+# REQUIRED ENV VARS (set per-stack in Portainer → Stacks → Environment variables)
+#   STACK_NAME          Unique name for Traefik router/service labels.
+#                       Examples: mos-test-1, mos-test-2
+#   HOST_FQDN           Fully-qualified domain name served by this stack.
+#                       Examples: mos-test-1.woltje.com, mos-test-2.woltje.com
+#   POSTGRES_PASSWORD   Database password — set per stack; do NOT commit a default.
+#   BETTER_AUTH_SECRET  Random 32-char string for BetterAuth session signing.
+#                       Generate: openssl rand -base64 32
+#   BETTER_AUTH_URL     Public gateway base URL, e.g. https://mos-test-1.woltje.com
+#
+# OPTIONAL ENV VARS (uncomment and set in Portainer to enable features)
+#   ANTHROPIC_API_KEY   sk-ant-...
+#   OPENAI_API_KEY      sk-...
+#   OTEL_EXPORTER_OTLP_ENDPOINT  http://<collector>:4318
+#   OTEL_SERVICE_NAME   (default: mosaic-gateway)
+#
+# REQUIRED EXTERNAL RESOURCES
+#   traefik-public      Docker overlay network — must exist before deploying.
+#                       Create: docker network create --driver overlay --attachable traefik-public
+#   letsencrypt         Traefik cert resolver configured on the Swarm manager.
+#   DNS A record        ${HOST_FQDN} → Swarm ingress IP (or Cloudflare proxy).
+#
+# IMAGE
+#   Pinned to sha-9f1a081 (main HEAD post-#488 Dockerfile fix). The previous
+#   pin (fed-v0.1.0-m1, sha256:9b72e2...) had a broken pnpm copy and could
+#   not resolve @mosaicstack/storage at runtime. The new digest was smoke-
+#   tested locally — gateway boots, imports resolve, tier-detector runs.
+#   Update digest here when promoting a new build.
+#
+# HEALTHCHECK NOTE (2026-04-21)
+#   Switched from busybox wget to node http.get on 127.0.0.1 (not localhost) to
+#   avoid IPv6 resolution issues on Alpine. Retries increased to 5 and
+#   start_period to 60s to cover the NestJS/GC cold-start window (~40-50s).
+#   restart_policy set to `any` so SIGTERM/clean-exit also triggers restart.
+#
+# NOTE: This is a TEST template — production deployments use a separate
+#       parameterised template with stricter resource limits and secrets.
+
+version: '3.9'
+
+services:
+  gateway:
+    image: git.mosaicstack.dev/mosaicstack/stack/gateway@sha256:1069117740e00ccfeba357cae38c43f3729fe5ae702740ce474f6512414d7c02
+    # Tag for human reference: sha-9f1a081 (post-#488 Dockerfile fix; smoke-tested locally)
+    environment:
+      # ── Tier ───────────────────────────────────────────────────────────────
+      MOSAIC_TIER: federated
+
+      # ── Database ───────────────────────────────────────────────────────────
+      DATABASE_URL: postgres://gateway:${POSTGRES_PASSWORD}@postgres:5432/mosaic
+
+      # ── Queue ──────────────────────────────────────────────────────────────
+      VALKEY_URL: redis://valkey:6379
+
+      # ── Gateway ────────────────────────────────────────────────────────────
+      GATEWAY_PORT: '3000'
+      GATEWAY_CORS_ORIGIN: https://${HOST_FQDN}
+
+      # ── Auth ───────────────────────────────────────────────────────────────
+      BETTER_AUTH_SECRET: ${BETTER_AUTH_SECRET}
+      BETTER_AUTH_URL: https://${HOST_FQDN}
+
+      # ── Observability ──────────────────────────────────────────────────────
+      OTEL_SERVICE_NAME: ${STACK_NAME:-mosaic-gateway}
+      # OTEL_EXPORTER_OTLP_ENDPOINT: http://<collector>:4318
+
+      # ── AI Providers (uncomment to enable) ─────────────────────────────────
+      # ANTHROPIC_API_KEY: ${ANTHROPIC_API_KEY}
+      # OPENAI_API_KEY: ${OPENAI_API_KEY}
+    networks:
+      - federated-test
+      - traefik-public
+    deploy:
+      replicas: 1
+      restart_policy:
+        condition: any
+        delay: 5s
+        max_attempts: 3
+      labels:
+        - 'traefik.enable=true'
+        - 'traefik.docker.network=traefik-public'
+        - 'traefik.http.routers.${STACK_NAME}.rule=Host(`${HOST_FQDN}`)'
+        - 'traefik.http.routers.${STACK_NAME}.entrypoints=websecure'
+        - 'traefik.http.routers.${STACK_NAME}.tls=true'
+        - 'traefik.http.routers.${STACK_NAME}.tls.certresolver=letsencrypt'
+        - 'traefik.http.services.${STACK_NAME}.loadbalancer.server.port=3000'
+    healthcheck:
+      test:
+        - 'CMD'
+        - 'node'
+        - '-e'
+        - "require('http').get('http://127.0.0.1:3000/health',r=>process.exit(r.statusCode===200?0:1)).on('error',()=>process.exit(1))"
+      interval: 30s
+      timeout: 5s
+      retries: 5
+      start_period: 60s
+    depends_on:
+      - postgres
+      - valkey
+
+  postgres:
+    image: pgvector/pgvector:pg17
+    environment:
+      POSTGRES_USER: gateway
+      POSTGRES_PASSWORD: ${POSTGRES_PASSWORD}
+      POSTGRES_DB: mosaic
+    volumes:
+      - postgres-data:/var/lib/postgresql/data
+    networks:
+      - federated-test
+    deploy:
+      replicas: 1
+      restart_policy:
+        condition: on-failure
+        delay: 5s
+        max_attempts: 3
+    healthcheck:
+      test: ['CMD-SHELL', 'pg_isready -U gateway']
+      interval: 10s
+      timeout: 5s
+      retries: 5
+      start_period: 10s
+
+  valkey:
+    image: valkey/valkey:8-alpine
+    volumes:
+      - valkey-data:/data
+    networks:
+      - federated-test
+    deploy:
+      replicas: 1
+      restart_policy:
+        condition: on-failure
+        delay: 5s
+        max_attempts: 3
+    healthcheck:
+      test: ['CMD', 'valkey-cli', 'ping']
+      interval: 10s
+      timeout: 3s
+      retries: 5
+      start_period: 5s
+
+volumes:
+  postgres-data:
+  valkey-data:
+
+networks:
+  federated-test:
+    driver: overlay
+  traefik-public:
+    external: true

docker-compose.federated.yml

@@ -0,0 +1,120 @@
+# docker-compose.federated.yml — Federated tier overlay
+#
+# USAGE:
+#   docker compose -f docker-compose.federated.yml --profile federated up -d
+#
+# This file is a standalone overlay for the Mosaic federated tier.
+# It is NOT an extension of docker-compose.yml — it defines its own services
+# and named volumes so it can run independently of the base dev stack.
+#
+# IMPORTANT — HOST PORT CONFLICTS:
+#   The federated services bind the same host ports as the base dev stack
+#   (5433 for Postgres, 6380 for Valkey). You must stop the base dev stack
+#   before starting the federated stack on the same machine:
+#     docker compose down
+#     docker compose -f docker-compose.federated.yml --profile federated up -d
+#
+# pgvector extension:
+#   The vector extension is created automatically at first boot via
+#   ./infra/pg-init/01-extensions.sql (CREATE EXTENSION IF NOT EXISTS vector).
+#
+# Tier configuration:
+#   Used by `mosaic` instances configured with `tier: federated`.
+#   DEFAULT_FEDERATED_CONFIG points at:
+#     postgresql://mosaic:mosaic@localhost:5433/mosaic
+
+services:
+  postgres-federated:
+    image: pgvector/pgvector:pg17
+    profiles: [federated]
+    restart: unless-stopped
+    ports:
+      - '${PG_FEDERATED_HOST_PORT:-5433}:5432'
+    environment:
+      POSTGRES_USER: mosaic
+      POSTGRES_PASSWORD: mosaic
+      POSTGRES_DB: mosaic
+    volumes:
+      - pg_federated_data:/var/lib/postgresql/data
+      - ./infra/pg-init:/docker-entrypoint-initdb.d:ro
+    healthcheck:
+      test: ['CMD-SHELL', 'pg_isready -U mosaic']
+      interval: 5s
+      timeout: 3s
+      retries: 5
+
+  valkey-federated:
+    image: valkey/valkey:8-alpine
+    profiles: [federated]
+    restart: unless-stopped
+    ports:
+      - '${VALKEY_FEDERATED_HOST_PORT:-6380}:6379'
+    volumes:
+      - valkey_federated_data:/data
+    healthcheck:
+      test: ['CMD', 'valkey-cli', 'ping']
+      interval: 5s
+      timeout: 3s
+      retries: 5
+
+  # ---------------------------------------------------------------------------
+  # Step-CA — Mosaic Federation internal certificate authority
+  #
+  # Image: pinned to 0.27.4 (latest stable as of late 2025).
+  # `latest` is forbidden per Mosaic image policy (immutable tag required for
+  # reproducible deployments and digest-first promotion in CI).
+  #
+  # Profile: `federated` — this service must not start in non-federated dev.
+  #
+  # Password:
+  #   Dev:  bind-mount ./infra/step-ca/dev-password (gitignored; copy from
+  #         ./infra/step-ca/dev-password.example and customise locally).
+  #   Prod: replace the bind-mount with a Docker secret:
+  #           secrets:
+  #             ca_password:
+  #               external: true
+  #         and reference it as `/run/secrets/ca_password` (same path the
+  #         init script already uses).
+  #
+  # Provisioner: "mosaic-fed" (consumed by apps/gateway/src/federation/ca.service.ts)
+  # ---------------------------------------------------------------------------
+  step-ca:
+    image: smallstep/step-ca:0.27.4
+    profiles: [federated]
+    restart: unless-stopped
+    ports:
+      - '${STEP_CA_HOST_PORT:-9000}:9000'
+    volumes:
+      - step_ca_data:/home/step
+      # init script — executed as the container entrypoint
+      - ./infra/step-ca/init.sh:/usr/local/bin/mosaic-step-ca-init.sh:ro
+      # X.509 template skeleton (wired in M2-04)
+      - ./infra/step-ca/templates:/etc/step-ca-templates:ro
+      # Dev password file — GITIGNORED; copy from dev-password.example
+      # In production, replace this with a Docker secret (see comment above).
+      - ./infra/step-ca/dev-password:/run/secrets/ca_password:ro
+    entrypoint: ['/bin/sh', '/usr/local/bin/mosaic-step-ca-init.sh']
+    healthcheck:
+      # The healthcheck requires the root cert to exist, which is only true
+      # after init.sh has completed on first boot. start_period gives init
+      # time to finish before Docker starts counting retries.
+      test:
+        [
+          'CMD',
+          'step',
+          'ca',
+          'health',
+          '--ca-url',
+          'https://localhost:9000',
+          '--root',
+          '/home/step/certs/root_ca.crt',
+        ]
+      interval: 10s
+      timeout: 5s
+      retries: 5
+      start_period: 30s
+
+volumes:
+  pg_federated_data:
+  valkey_federated_data:
+  step_ca_data:

docker/gateway.Dockerfile

@@ -5,18 +5,27 @@ RUN corepack enable
 
 FROM base AS builder
 WORKDIR /app
+# Copy workspace manifests first for layer-cached install
 COPY pnpm-workspace.yaml pnpm-lock.yaml package.json ./
 COPY apps/gateway/package.json ./apps/gateway/
 COPY packages/ ./packages/
+COPY plugins/ ./plugins/
 RUN pnpm install --frozen-lockfile
 COPY . .
-RUN pnpm --filter @mosaic/gateway build
+# Build gateway and all of its workspace dependencies via turbo dependency graph
+RUN pnpm turbo run build --filter @mosaicstack/gateway...
+# Produce a self-contained deploy artifact: flat node_modules, no pnpm symlinks
+# --legacy is required for pnpm v10 when inject-workspace-packages is not set
+RUN pnpm --filter @mosaicstack/gateway --prod deploy --legacy /deploy
 
 FROM base AS runner
 WORKDIR /app
 ENV NODE_ENV=production
+# Use the pnpm deploy output — resolves all deps into a flat, self-contained node_modules
+COPY --from=builder /deploy/node_modules ./node_modules
+COPY --from=builder /deploy/package.json ./package.json
+# dist is declared in package.json "files" so pnpm deploy copies it into /deploy;
+# copy from builder explicitly as belt-and-suspenders
 COPY --from=builder /app/apps/gateway/dist ./dist
-COPY --from=builder /app/apps/gateway/package.json ./package.json
-COPY --from=builder /app/node_modules ./node_modules
 EXPOSE 4000
 CMD ["node", "dist/main.js"]

docs/MISSION-MANIFEST.md

@@ -1,73 +1,116 @@
-# Mission Manifest — Install UX v2
+# Mission Manifest — MVP
 
-> Persistent document tracking full mission scope, status, and session history.
+> Top-level rollup tracking Mosaic Stack MVP execution.
-> Updated by the orchestrator at each phase transition and milestone completion.
+> Workstreams have their own manifests; this document is the source of truth for MVP scope, status, and history.
+> Owner: Orchestrator (sole writer).
 
 ## Mission
 
-**ID:** install-ux-v2-20260405
+**ID:** mvp-20260312
-**Statement:** The install-ux-hardening mission shipped the plumbing (uninstall, masked password, hooks consent, unified flow, headless path), but the first real end-to-end run surfaced a critical regression and a collection of UX failings that make the wizard feel neither quick nor intelligent. This mission closes the bootstrap regression as a hotfix, then rethinks the first-run experience around a provider-first, intent-driven flow with a drill-down main menu and a genuinely fast quick-start.
+**Statement:** Ship a self-hosted, multi-user AI agent platform that consolidates the user's disparate jarvis-brain usage across home and USC workstations into a single coherent system reachable via three first-class surfaces — webUI, TUI, and CLI — with federation as the data-layer mechanism that makes cross-host agent sessions work in real time without copying user data across the boundary.
-**Phase:** Planning
+**Phase:** Execution (workstream W1 in planning-complete state)
-**Current Milestone:** IUV-M02
+**Current Workstream:** W1 — Federation v1
-**Progress:** 1 / 3 milestones
+**Progress:** 0 / 1 declared workstreams complete (more workstreams will be declared as scope is refined)
-**Status:** active
+**Status:** active (continuous since 2026-03-13)
-**Last Updated:** 2026-04-05 (IUV-M01 complete — mosaic-v0.0.26 released)
+**Last Updated:** 2026-04-19 (manifest authored at the rollup level; install-ux-v2 archived; W1 federation planning landed via PR #468)
-**Parent Mission:** [install-ux-hardening-20260405](./archive/missions/install-ux-hardening-20260405/MISSION-MANIFEST.md) (complete — `mosaic-v0.0.25`)
+**Source PRD:** [docs/PRD.md](./PRD.md) — Mosaic Stack v0.1.0
+**Scratchpad:** [docs/scratchpads/mvp-20260312.md](./scratchpads/mvp-20260312.md) (active since 2026-03-13; 14 prior sessions of phase-based execution)
 
 ## Context
 
-Real-run testing of `@mosaicstack/mosaic@0.0.25` uncovered:
+Jarvis (v0.2.0) was a single-host Python/Next.js assistant. The user runs sessions across 3–4 workstations split between home and USC. Today every session reaches back to a single jarvis-brain checkout, which is brittle (offline-hostile, no consolidation, no shared state beyond a single repo). A prior OpenBrain attempt punished offline use, introduced cache/latency/opacity pain, and tightly coupled every session to a remote service.
 
-1. **Critical:** admin bootstrap fails with HTTP 400 `property email should not exist` — `bootstrap.controller.ts` uses `import type { BootstrapSetupDto }`, erasing the class at runtime. Nest's `@Body()` falls back to plain `Object` metatype, and ValidationPipe with `forbidNonWhitelisted` rejects every property. One-character fix (drop the `type` keyword), but it blocks the happy path of the release that just shipped.
+The MVP solution: keep each user's home gateway as the source of truth, connect gateways gateway-to-gateway over mTLS with scoped read-only data exposure, and expose the unified experience through three coherent surfaces:
-2. The wizard reports `✔ Wizard complete` and `✔ Done` _after_ the bootstrap 400 — failure only propagates in headless mode (`wizard.ts:147`).
+
-3. The gateway port prompt does not prefill `14242` in the input buffer.
+- **webUI** — the primary visual control plane (Next.js + React 19, `apps/web`)
-4. `"What is Mosaic?"` intro copy does not mention Pi SDK (the actual agent runtime behind Claude/Codex/OpenCode).
+- **TUI** — the terminal-native interface for agent work (`packages/mosaic` wizard + Pi TUI)
-5. CORS origin prompt is confusing — the user should be able to supply an FQDN/hostname and have the system derive the CORS value.
+- **CLI** — `mosaic` command for scripted/headless workflows
-6. Skill / additional feature install section is unusable in practice.
+
-7. Quick-start asks far too many questions to be meaningfully "quick".
+Federation is required NOW because it unblocks cross-host consolidation; it is necessary but not sufficient for MVP. Additional workstreams will be declared as their scope solidifies.
-8. No drill-down main menu — everything is a linear interrogation.
+
-9. Provider setup happens late and without intelligence. An OpenClaw-style provider-first flow would let the user describe what they want in natural language, have the agent expound on it, and have the agent choose its own name based on that intent.
+## Prior Execution (March 13 → April 5)
+
+This manifest was authored on 2026-04-19 to rollup work that began 2026-03-13. Before this date, MVP work was tracked via phase-based Gitea milestones and the scratchpad — there was no rollup manifest at the `docs/MISSION-MANIFEST.md` path (the slot was occupied by sub-mission manifests for `install-ux-hardening` and then `install-ux-v2`).
+
+Prior execution outline (full detail in [scratchpads/mvp-20260312.md](./scratchpads/mvp-20260312.md)):
+
+- **Phases 0 → 7** (Gitea milestones `ms-157` → `ms-164`, issues #1–#59): foundation, core API, agent layer, web dashboard, memory, remote control, CLI/tools, polish/beta. Substantially shipped by Session 13.
+- **Phase 8** (Gitea milestone `ms-165`, issues #160–#172): platform architecture extension — teams, workspaces, `/provider` OAuth, preferences, etc. Wave-based execution plan defined at Session 14.
+- **Sub-missions** during the gap: `install-ux-hardening` (complete, `mosaic-v0.0.25`), `install-ux-v2` (complete on 2026-04-19, `0.0.27` → `0.0.29`). Both archived under `docs/archive/missions/`.
+
+Going forward, MVP execution is tracked through the **Workstreams** table below. Phase-based issue numbering is preserved on Gitea but is no longer the primary control plane.
+
+## Cross-Cutting MVP Requirements
+
+These apply to every workstream and every milestone. A workstream cannot ship if it breaks any of them.
+
+| #      | Requirement                                                                                                                                                                      |
+| ------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| MVP-X1 | Three-surface parity: every user-facing capability is reachable via webUI **and** TUI **and** CLI (read paths at minimum; mutating paths where applicable to the surface).       |
+| MVP-X2 | Multi-tenant isolation is enforced at every boundary; no cross-user leakage under any circumstance.                                                                              |
+| MVP-X3 | Auth via BetterAuth (existing); SSO adapters per PRD; admin bootstrap remains a one-shot.                                                                                        |
+| MVP-X4 | Three quality gates green before push: `pnpm typecheck`, `pnpm lint`, `pnpm format:check`.                                                                                       |
+| MVP-X5 | Federated tier (PG + pgvector + Valkey) is the canonical MVP deployment topology; local/standalone tiers continue to work for non-federated installs but are not the MVP target. |
+| MVP-X6 | OTEL tracing on every request path; `traceparent` propagated across the federation boundary in both directions.                                                                  |
+| MVP-X7 | Trunk merge strategy: branch from `main`, squash-merge via PR, never push to `main` directly.                                                                                    |
 
 ## Success Criteria
 
-- [x] AC-1: Admin bootstrap completes successfully end-to-end on a fresh install (DTO value import, no forbidNonWhitelisted regression); covered by an integration or e2e test that exercises the real DTO binding. _(PR #440)_
+The MVP is complete when ALL declared workstreams are complete AND every cross-cutting requirement is verifiable on a live two-host deployment (woltje.com ↔ uscllc.com).
-- [x] AC-2: Wizard fails loudly (non-zero exit, clear error) when the bootstrap stage returns `completed: false`, in both interactive and headless modes. No more silent `✔ Wizard complete` after a 400. _(PR #440)_
-- [x] AC-3: Gateway port prompt prefills `14242` in the input field (user can press Enter to accept). _(PR #440)_
-- [x] AC-4: `"What is Mosaic?"` intro copy mentions Pi SDK as the underlying agent runtime. _(PR #440)_
-- [x] AC-5: Release `mosaic-v0.0.26` tagged and published to the Gitea npm registry, unblocking the 0.0.25 happy path. _(tag: mosaic-v0.0.26, registry: 0.0.26 live)_
-- [ ] AC-6: CORS origin prompt replaced with FQDN/hostname input; CORS string is derived from that.
-- [ ] AC-7: Skill / additional feature install section is reworked until it is actually usable end-to-end (worker defines the concrete failure modes during diagnosis).
-- [ ] AC-8: First-run flow has a drill-down main menu with at least `Plugins` (Recommended / Custom), `Providers`, and the other top-level configuration groups. Linear interrogation is gone.
-- [ ] AC-9: `Quick Start` path completes with a minimal, curated set of questions (target: under 90 seconds for a returning user; define the exact baseline during design).
-- [ ] AC-10: Provider setup happens first, driven by a natural-language intake prompt. The agent expounds on the user's intent and chooses its own name based on that intent (OpenClaw-style). Naming is confirmable / overridable.
-- [ ] AC-11: All milestones ship as merged PRs with green CI and closed issues.
 
-## Milestones
+- [ ] AC-MVP-1: All declared workstreams reach `complete` status with merged PRs and green CI
+- [ ] AC-MVP-2: A user session on the home gateway can transparently query work-gateway data subject to scope, with no data persisted across the boundary
+- [ ] AC-MVP-3: The same user-facing capability is reachable from webUI, TUI, and CLI (per MVP-X1)
+- [ ] AC-MVP-4: Two-gateway production deployment (woltje.com ↔ uscllc.com) operational ≥7 days without incident
+- [ ] AC-MVP-5: All cross-cutting requirements (MVP-X1 → MVP-X7) verified with evidence
+- [ ] AC-MVP-6: PRD `docs/PRD.md` "In Scope (v0.1.0 Beta)" list mapped to evidence (each item: shipped / explicitly deferred with rationale)
 
-| #   | ID      | Name                                                         | Status      | Branch                 | Issue | Started    | Completed  |
+## Workstreams
-| --- | ------- | ------------------------------------------------------------ | ----------- | ---------------------- | ----- | ---------- | ---------- |
-| 1   | IUV-M01 | Hotfix: bootstrap DTO + wizard failure + port prefill + copy | complete    | fix/bootstrap-hotfix   | #436  | 2026-04-05 | 2026-04-05 |
-| 2   | IUV-M02 | UX polish: CORS/FQDN, skill installer rework                 | not-started | feat/install-ux-polish | #437  | —          | —          |
-| 3   | IUV-M03 | Provider-first intelligent flow + drill-down main menu       | not-started | feat/install-ux-intent | #438  | —          | —          |
 
-## Subagent Delegation Plan
+| #   | ID  | Name                                        | Status            | Manifest                                                                | Notes                                               |
+| --- | --- | ------------------------------------------- | ----------------- | ----------------------------------------------------------------------- | --------------------------------------------------- |
+| W1  | FED | Federation v1                               | planning-complete | [docs/federation/MISSION-MANIFEST.md](./federation/MISSION-MANIFEST.md) | 7 milestones, ~175K tokens, issues #460–#466 filed  |
+| W2+ | TBD | (additional workstreams declared as scoped) | —                 | —                                                                       | Scope creep is expected and explicitly accommodated |
 
-| Milestone | Recommended Tier | Rationale                                                             |
+### Likely Additional Workstreams (Not Yet Declared)
-| --------- | ---------------- | --------------------------------------------------------------------- |
+
-| IUV-M01   | sonnet           | Tight bug cluster with known fix sites + small release cycle          |
+These are anticipated based on the PRD `In Scope` list but are NOT counted toward MVP completion until they have their own manifest, milestones, and tracking issues. Listed here so the orchestrator knows what's likely coming.
-| IUV-M02   | sonnet           | UX rework, moderate surface, diagnostic-heavy for the skill installer |
+
-| IUV-M03   | opus             | Architectural redesign of first-run flow, state machine + LLM intake  |
+- Web dashboard parity with PRD scope (chat, tasks, projects, missions, agent status surfaces)
+- Pi TUI integration for terminal-native agent work
+- CLI completeness for headless / scripted workflows that mirror webUI capability
+- Remote control plugins (Discord priority, then Telegram)
+- Multi-user / SSO finishing (BetterAuth + Authentik/WorkOS/Keycloak adapters per PRD)
+- LLM provider expansion (Anthropic, Codex, Z.ai, Ollama, LM Studio, llama.cpp) + routing matrix
+- MCP server/client capability + skill import interface
+- Brain (`@mosaicstack/brain`) as the structured data layer on PG + vector
+
+When any of these solidify into a real workstream, add a row to the Workstreams table, create a workstream-level manifest under `docs/{workstream}/MISSION-MANIFEST.md`, and file tracking issues.
 
 ## Risks
 
-- **Hotfix regression surface** — the `import type` → `import` fix on the DTO class is one character but needs an integration test that binds the real DTO, not just a controller unit test, to prevent the same class-erasure regression from sneaking back in.
+- **Scope creep is the named risk.** Workstreams will be added; the rule is that each must have its own manifest + milestones + acceptance criteria before it consumes execution capacity.
-- **LLM-driven intake latency / offline** — M03's provider-first intent flow assumes an available LLM call to expound on user input and choose a name. Offline installs need a deterministic fallback.
+- **Federation urgency vs. surface parity** — federation is being built first because it unblocks the user, but webUI/TUI/CLI parity (MVP-X1) cannot slip indefinitely. Track surface coverage explicitly when each workstream lands.
-- **Menu vs. linear back-compat** — M03 changes the top-level flow shape; existing `tools/install.sh --yes` + env-var headless path must continue to work.
+- **Three-surface fan-out** — the same capability exposed three ways multiplies test surface and design effort. Default to a shared API/contract layer, then thin surface adapters; resist surface-specific business logic.
-- **Scope creep in M03** — "redesign the wizard" can absorb arbitrary work. Keep it bounded with explicit non-goals.
+- **Federated-tier dependency** — MVP requires PG + pgvector + Valkey; users on local/standalone tier cannot federate. This is intentional but must be communicated clearly in the wizard.
 
-## Out of Scope
+## Out of Scope (MVP)
 
-- Migrating the wizard to a GUI / web UI (still terminal-first)
+- SaaS / multi-tenant revenue model — personal/family/team tool only
-- Replacing the Gitea registry or the Woodpecker publish pipeline
+- Mobile native apps — responsive web only
-- Multi-tenant / multi-user onboarding (still single-admin bootstrap)
+- Public npm registry publishing — Gitea registry only
-- Reworking `mosaic uninstall` (M01 of the parent mission — stable)
+- Voice / video agent interaction
+- Full OpenClaw feature parity — inspiration only
+- Calendar / GLPI / Woodpecker tooling integrations (deferred to post-MVP)
+
+## Session History
+
+For sessions 1–14 (phase-based execution, 2026-03-13 → 2026-03-15), see [scratchpads/mvp-20260312.md](./scratchpads/mvp-20260312.md). Sessions below are tracked at the rollup level.
+
+| Session | Date       | Runtime | Outcome                                                                                                                                                                                                                                                                |
+| ------- | ---------- | ------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| S15     | 2026-04-19 | claude  | MVP rollup manifest authored. Install-ux-v2 archived (IUV-M03 retroactively closed — shipped via PR #446 + releases 0.0.27 → 0.0.29). Federation v1 planning landed via PR #468. W1 manifest reachable at `docs/federation/MISSION-MANIFEST.md`. Next: kickoff FED-M1. |
+
+## Next Step
+
+Begin W1 / FED-M1 — federated tier infrastructure. Task breakdown lives at [docs/federation/TASKS.md](./federation/TASKS.md).

docs/TASKS.md

@@ -1,39 +1,40 @@
-# Tasks — Install UX v2
+# Tasks — MVP (Top-Level Rollup)
 
 > Single-writer: orchestrator only. Workers read but never modify.
 >
-> **Mission:** install-ux-v2-20260405
+> **Mission:** mvp-20260312
-> **Schema:** `| id | status | description | issue | agent | branch | depends_on | estimate | notes |`
+> **Manifest:** [docs/MISSION-MANIFEST.md](./MISSION-MANIFEST.md)
-> **Status values:** `not-started` | `in-progress` | `done` | `blocked` | `failed` | `needs-qa`
+>
-> **Agent values:** `codex` | `sonnet` | `haiku` | `opus` | `—` (auto)
+> This file is a **rollup**. Per-workstream task breakdowns live in workstream task files
+> (e.g. `docs/federation/TASKS.md`). Workers operating inside a workstream should treat
+> the workstream file as their primary task source; this file exists for orchestrator-level
+> visibility into MVP-wide state.
+>
+> **Status values:** `not-started` | `in-progress` | `done` | `blocked` | `failed`
 
-## Milestone 1 — Hotfix: bootstrap DTO + wizard failure + port prefill + copy (IUV-M01)
+## Workstream Rollup
 
-| id        | status      | description                                                                                                                                                                                   | issue | agent  | branch               | depends_on | estimate | notes                                                                                          |
+| id  | status            | workstream          | progress         | tasks file                                        | notes                                                           |
-| --------- | ----------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----- | ------ | -------------------- | ---------- | -------- | ---------------------------------------------------------------------------------------------- |
+| --- | ----------------- | ------------------- | ---------------- | ------------------------------------------------- | --------------------------------------------------------------- |
-| IUV-01-01 | not-started | Fix `apps/gateway/src/admin/bootstrap.controller.ts:16` — switch `import type { BootstrapSetupDto }` to a value import so Nest's `@Body()` binds the real class                               | #436  | sonnet | fix/bootstrap-hotfix | —          | 3K       | one-character fix; repro is real-run `mosaic wizard` against `0.0.25`                          |
+| W1  | planning-complete | Federation v1 (FED) | 0 / 7 milestones | [docs/federation/TASKS.md](./federation/TASKS.md) | M1 task breakdown populated; M2–M7 deferred to mission planning |
-| IUV-01-02 | not-started | Add integration / e2e test that POSTs `/api/bootstrap/setup` with `{name,email,password}` against a real Nest app instance and asserts 201 — NOT a mocked controller unit test                | #436  | sonnet | fix/bootstrap-hotfix | IUV-01-01  | 10K      | must fail before the fix and pass after; guards against the class-erasure regression recurring |
-| IUV-01-03 | not-started | `packages/mosaic/src/wizard.ts:147` — propagate `!bootstrapResult.completed` as a wizard failure in **interactive** mode too (not only headless); non-zero exit + no `✔ Wizard complete` line | #436  | sonnet | fix/bootstrap-hotfix | IUV-01-02  | 5K       |                                                                                                |
-| IUV-01-04 | not-started | Gateway port prompt prefills `14242` in the input buffer — investigate why `promptPort`'s `defaultValue` isn't reaching the user-visible input                                                | #436  | sonnet | fix/bootstrap-hotfix | IUV-01-03  | 5K       | likely WizardPrompter adapter or @clack/prompts `initialValue` vs `defaultValue` mismatch      |
-| IUV-01-05 | not-started | `"What is Mosaic?"` intro copy updated to mention Pi SDK as the underlying agent runtime (alongside Claude Code / Codex / OpenCode)                                                           | #436  | sonnet | fix/bootstrap-hotfix | IUV-01-04  | 2K       |                                                                                                |
-| IUV-01-06 | not-started | Tests + code review + PR merge + tag `mosaic-v0.0.26` + Gitea release + npm registry republish                                                                                                | #436  | sonnet | fix/bootstrap-hotfix | IUV-01-05  | 10K      | bump `packages/mosaic/package.json` to 0.0.25 → 0.0.26                                         |
 
-## Milestone 2 — UX polish: CORS/FQDN, skill installer rework (IUV-M02)
+## Cross-Cutting Tracking
 
-| id        | status      | description                                                                                                                          | issue | agent  | branch                 | depends_on | estimate | notes                       |
+These are MVP-level checks that don't belong to any single workstream. Updated by the orchestrator at each session.
-| --------- | ----------- | ------------------------------------------------------------------------------------------------------------------------------------ | ----- | ------ | ---------------------- | ---------- | -------- | --------------------------- |
-| IUV-02-01 | not-started | Replace CORS origin prompt with FQDN / hostname input; derive the CORS value internally; default to `localhost` with clear help text | #437  | sonnet | feat/install-ux-polish | IUV-01-06  | 10K      |                             |
-| IUV-02-02 | not-started | Diagnose and document the concrete failure modes of the current skill / additional feature install section end-to-end                | #437  | sonnet | feat/install-ux-polish | IUV-02-01  | 8K       | needs real-run reproduction |
-| IUV-02-03 | not-started | Rework the skill installer so it is usable end-to-end (selection, install, verify, failure reporting)                                | #437  | sonnet | feat/install-ux-polish | IUV-02-02  | 20K      |                             |
-| IUV-02-04 | not-started | Tests + code review + PR merge                                                                                                       | #437  | sonnet | feat/install-ux-polish | IUV-02-03  | 10K      |                             |
 
-## Milestone 3 — Provider-first intelligent flow + drill-down main menu (IUV-M03)
+| id      | status      | description                                                                                              | notes                                                                                   |
+| ------- | ----------- | -------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------- |
+| MVP-T01 | done        | Author MVP-level manifest at `docs/MISSION-MANIFEST.md`                                                  | This session (2026-04-19); PR pending                                                   |
+| MVP-T02 | done        | Archive install-ux-v2 mission state to `docs/archive/missions/install-ux-v2-20260405/`                   | IUV-M03 retroactively closed (shipped via PR #446 + releases 0.0.27→0.0.29)             |
+| MVP-T03 | done        | Land federation v1 planning artifacts on `main`                                                          | PR #468 merged 2026-04-19 (commit `66512550`)                                           |
+| MVP-T04 | not-started | Sync `.mosaic/orchestrator/mission.json` MVP slot with this manifest (milestone enumeration, etc.)       | Coord state file; consider whether to repopulate via `mosaic coord` or accept hand-edit |
+| MVP-T05 | in-progress | Kick off W1 / FED-M1 — federated tier infrastructure                                                     | Session 16 (2026-04-19): FED-M1-01 in-progress on `feat/federation-m1-tier-config`      |
+| MVP-T06 | not-started | Declare additional workstreams (web dashboard, TUI/CLI parity, remote control, etc.) as scope solidifies | Track each new workstream by adding a row to the Workstream Rollup                      |
 
-| id        | status      | description                                                                                                                                                  | issue | agent | branch                 | depends_on | estimate | notes                                                         |
+## Pointer to Active Workstream
-| --------- | ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----- | ----- | ---------------------- | ---------- | -------- | ------------------------------------------------------------- |
+
-| IUV-03-01 | not-started | Design doc: new first-run state machine — main menu (Plugins / Providers / …), Quick Start vs Custom paths, provider-first flow, intent intake + naming loop | #438  | opus  | feat/install-ux-intent | IUV-02-04  | 15K      | scratchpad + explicit non-goals                               |
+Active workstream is **W1 — Federation v1**. Workers should:
-| IUV-03-02 | not-started | Implement drill-down main menu (Plugins: Recommended / Custom, Providers, …) as the top-level entry point of `mosaic wizard`                                 | #438  | opus  | feat/install-ux-intent | IUV-03-01  | 25K      |                                                               |
+
-| IUV-03-03 | not-started | Quick Start path: curated minimum question set — define the exact baseline, delete everything else from the fast path                                        | #438  | opus  | feat/install-ux-intent | IUV-03-02  | 15K      |                                                               |
+1. Read [docs/federation/MISSION-MANIFEST.md](./federation/MISSION-MANIFEST.md) for workstream scope
-| IUV-03-04 | not-started | Provider-first natural-language intake: user describes intent → agent expounds → agent proposes a name (confirmable / overridable) — OpenClaw-style          | #438  | opus  | feat/install-ux-intent | IUV-03-03  | 25K      | offline fallback required (deterministic default name + path) |
+2. Read [docs/federation/TASKS.md](./federation/TASKS.md) for the next pending task
-| IUV-03-05 | not-started | Preserve backward-compat: headless path (`MOSAIC_ASSUME_YES=1` + env vars) still works end-to-end; `tools/install.sh --yes` unchanged                        | #438  | opus  | feat/install-ux-intent | IUV-03-04  | 10K      |                                                               |
+3. Follow per-task agent + tier guidance from the workstream manifest
-| IUV-03-06 | not-started | Tests + code review + PR merge + `mosaic-v0.0.27` release                                                                                                    | #438  | opus  | feat/install-ux-intent | IUV-03-05  | 15K      |                                                               |

docs/archive/missions/install-ux-v2-20260405/MISSION-MANIFEST.md

@@ -0,0 +1,74 @@
+# Mission Manifest — Install UX v2
+
+> Persistent document tracking full mission scope, status, and session history.
+> Updated by the orchestrator at each phase transition and milestone completion.
+
+## Mission
+
+**ID:** install-ux-v2-20260405
+**Statement:** The install-ux-hardening mission shipped the plumbing (uninstall, masked password, hooks consent, unified flow, headless path), but the first real end-to-end run surfaced a critical regression and a collection of UX failings that make the wizard feel neither quick nor intelligent. This mission closes the bootstrap regression as a hotfix, then rethinks the first-run experience around a provider-first, intent-driven flow with a drill-down main menu and a genuinely fast quick-start.
+**Phase:** Closed
+**Current Milestone:** —
+**Progress:** 3 / 3 milestones
+**Status:** complete
+**Last Updated:** 2026-04-19 (archived during MVP manifest authoring; IUV-M03 substantively shipped via PR #446 — drill-down menu + provider-first flow + quick start; releases 0.0.27 → 0.0.29)
+**Archived to:** `docs/archive/missions/install-ux-v2-20260405/`
+**Parent Mission:** [install-ux-hardening-20260405](./archive/missions/install-ux-hardening-20260405/MISSION-MANIFEST.md) (complete — `mosaic-v0.0.25`)
+
+## Context
+
+Real-run testing of `@mosaicstack/mosaic@0.0.25` uncovered:
+
+1. **Critical:** admin bootstrap fails with HTTP 400 `property email should not exist` — `bootstrap.controller.ts` uses `import type { BootstrapSetupDto }`, erasing the class at runtime. Nest's `@Body()` falls back to plain `Object` metatype, and ValidationPipe with `forbidNonWhitelisted` rejects every property. One-character fix (drop the `type` keyword), but it blocks the happy path of the release that just shipped.
+2. The wizard reports `✔ Wizard complete` and `✔ Done` _after_ the bootstrap 400 — failure only propagates in headless mode (`wizard.ts:147`).
+3. The gateway port prompt does not prefill `14242` in the input buffer.
+4. `"What is Mosaic?"` intro copy does not mention Pi SDK (the actual agent runtime behind Claude/Codex/OpenCode).
+5. CORS origin prompt is confusing — the user should be able to supply an FQDN/hostname and have the system derive the CORS value.
+6. Skill / additional feature install section is unusable in practice.
+7. Quick-start asks far too many questions to be meaningfully "quick".
+8. No drill-down main menu — everything is a linear interrogation.
+9. Provider setup happens late and without intelligence. An OpenClaw-style provider-first flow would let the user describe what they want in natural language, have the agent expound on it, and have the agent choose its own name based on that intent.
+
+## Success Criteria
+
+- [x] AC-1: Admin bootstrap completes successfully end-to-end on a fresh install (DTO value import, no forbidNonWhitelisted regression); covered by an integration or e2e test that exercises the real DTO binding. _(PR #440)_
+- [x] AC-2: Wizard fails loudly (non-zero exit, clear error) when the bootstrap stage returns `completed: false`, in both interactive and headless modes. No more silent `✔ Wizard complete` after a 400. _(PR #440)_
+- [x] AC-3: Gateway port prompt prefills `14242` in the input field (user can press Enter to accept). _(PR #440)_
+- [x] AC-4: `"What is Mosaic?"` intro copy mentions Pi SDK as the underlying agent runtime. _(PR #440)_
+- [x] AC-5: Release `mosaic-v0.0.26` tagged and published to the Gitea npm registry, unblocking the 0.0.25 happy path. _(tag: mosaic-v0.0.26, registry: 0.0.26 live)_
+- [ ] AC-6: CORS origin prompt replaced with FQDN/hostname input; CORS string is derived from that.
+- [ ] AC-7: Skill / additional feature install section is reworked until it is actually usable end-to-end (worker defines the concrete failure modes during diagnosis).
+- [ ] AC-8: First-run flow has a drill-down main menu with at least `Plugins` (Recommended / Custom), `Providers`, and the other top-level configuration groups. Linear interrogation is gone.
+- [ ] AC-9: `Quick Start` path completes with a minimal, curated set of questions (target: under 90 seconds for a returning user; define the exact baseline during design).
+- [ ] AC-10: Provider setup happens first, driven by a natural-language intake prompt. The agent expounds on the user's intent and chooses its own name based on that intent (OpenClaw-style). Naming is confirmable / overridable.
+- [ ] AC-11: All milestones ship as merged PRs with green CI and closed issues.
+
+## Milestones
+
+| #   | ID      | Name                                                         | Status   | Branch                 | Issue | Started    | Completed  |
+| --- | ------- | ------------------------------------------------------------ | -------- | ---------------------- | ----- | ---------- | ---------- |
+| 1   | IUV-M01 | Hotfix: bootstrap DTO + wizard failure + port prefill + copy | complete | fix/bootstrap-hotfix   | #436  | 2026-04-05 | 2026-04-05 |
+| 2   | IUV-M02 | UX polish: CORS/FQDN, skill installer rework                 | complete | feat/install-ux-polish | #437  | 2026-04-05 | 2026-04-05 |
+| 3   | IUV-M03 | Provider-first intelligent flow + drill-down main menu       | complete | feat/install-ux-intent | #438  | 2026-04-05 | 2026-04-19 |
+
+## Subagent Delegation Plan
+
+| Milestone | Recommended Tier | Rationale                                                             |
+| --------- | ---------------- | --------------------------------------------------------------------- |
+| IUV-M01   | sonnet           | Tight bug cluster with known fix sites + small release cycle          |
+| IUV-M02   | sonnet           | UX rework, moderate surface, diagnostic-heavy for the skill installer |
+| IUV-M03   | opus             | Architectural redesign of first-run flow, state machine + LLM intake  |
+
+## Risks
+
+- **Hotfix regression surface** — the `import type` → `import` fix on the DTO class is one character but needs an integration test that binds the real DTO, not just a controller unit test, to prevent the same class-erasure regression from sneaking back in.
+- **LLM-driven intake latency / offline** — M03's provider-first intent flow assumes an available LLM call to expound on user input and choose a name. Offline installs need a deterministic fallback.
+- **Menu vs. linear back-compat** — M03 changes the top-level flow shape; existing `tools/install.sh --yes` + env-var headless path must continue to work.
+- **Scope creep in M03** — "redesign the wizard" can absorb arbitrary work. Keep it bounded with explicit non-goals.
+
+## Out of Scope
+
+- Migrating the wizard to a GUI / web UI (still terminal-first)
+- Replacing the Gitea registry or the Woodpecker publish pipeline
+- Multi-tenant / multi-user onboarding (still single-admin bootstrap)
+- Reworking `mosaic uninstall` (M01 of the parent mission — stable)

docs/archive/missions/install-ux-v2-20260405/TASKS.md

@@ -0,0 +1,39 @@
+# Tasks — Install UX v2
+
+> Single-writer: orchestrator only. Workers read but never modify.
+>
+> **Mission:** install-ux-v2-20260405
+> **Schema:** `| id | status | description | issue | agent | branch | depends_on | estimate | notes |`
+> **Status values:** `not-started` | `in-progress` | `done` | `blocked` | `failed` | `needs-qa`
+> **Agent values:** `codex` | `sonnet` | `haiku` | `opus` | `—` (auto)
+
+## Milestone 1 — Hotfix: bootstrap DTO + wizard failure + port prefill + copy (IUV-M01)
+
+| id        | status | description                                                                                                                                                                                   | issue | agent  | branch               | depends_on | estimate | notes                                                                                   |
+| --------- | ------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----- | ------ | -------------------- | ---------- | -------- | --------------------------------------------------------------------------------------- |
+| IUV-01-01 | done   | Fix `apps/gateway/src/admin/bootstrap.controller.ts:16` — switch `import type { BootstrapSetupDto }` to a value import so Nest's `@Body()` binds the real class                               | #436  | sonnet | fix/bootstrap-hotfix | —          | 3K       | PR #440 merged `0ae932ab`                                                               |
+| IUV-01-02 | done   | Add integration / e2e test that POSTs `/api/bootstrap/setup` with `{name,email,password}` against a real Nest app instance and asserts 201 — NOT a mocked controller unit test                | #436  | sonnet | fix/bootstrap-hotfix | IUV-01-01  | 10K      | `apps/gateway/src/admin/bootstrap.e2e.spec.ts` — 4 tests; unplugin-swc added for vitest |
+| IUV-01-03 | done   | `packages/mosaic/src/wizard.ts:147` — propagate `!bootstrapResult.completed` as a wizard failure in **interactive** mode too (not only headless); non-zero exit + no `✔ Wizard complete` line | #436  | sonnet | fix/bootstrap-hotfix | IUV-01-02  | 5K       | removed `&& headlessRun` guard                                                          |
+| IUV-01-04 | done   | Gateway port prompt prefills `14242` in the input buffer — investigate why `promptPort`'s `defaultValue` isn't reaching the user-visible input                                                | #436  | sonnet | fix/bootstrap-hotfix | IUV-01-03  | 5K       | added `initialValue` through prompter interface → clack                                 |
+| IUV-01-05 | done   | `"What is Mosaic?"` intro copy updated to mention Pi SDK as the underlying agent runtime (alongside Claude Code / Codex / OpenCode)                                                           | #436  | sonnet | fix/bootstrap-hotfix | IUV-01-04  | 2K       | `packages/mosaic/src/stages/welcome.ts`                                                 |
+| IUV-01-06 | done   | Tests + code review + PR merge + tag `mosaic-v0.0.26` + Gitea release + npm registry republish                                                                                                | #436  | sonnet | fix/bootstrap-hotfix | IUV-01-05  | 10K      | PRs #440/#441/#442 merged; tag `mosaic-v0.0.26`; registry latest=0.0.26 ✓               |
+
+## Milestone 2 — UX polish: CORS/FQDN, skill installer rework (IUV-M02)
+
+| id        | status | description                                                                                                                          | issue | agent  | branch                 | depends_on | estimate | notes                                                                  |
+| --------- | ------ | ------------------------------------------------------------------------------------------------------------------------------------ | ----- | ------ | ---------------------- | ---------- | -------- | ---------------------------------------------------------------------- |
+| IUV-02-01 | done   | Replace CORS origin prompt with FQDN / hostname input; derive the CORS value internally; default to `localhost` with clear help text | #437  | sonnet | feat/install-ux-polish | —          | 10K      | `deriveCorsOrigin()` pure fn; MOSAIC_HOSTNAME headless var; PR #444    |
+| IUV-02-02 | done   | Diagnose and document the concrete failure modes of the current skill / additional feature install section end-to-end                | #437  | sonnet | feat/install-ux-polish | IUV-02-01  | 8K       | selection→install gap, silent catch{}, no whitelist concept            |
+| IUV-02-03 | done   | Rework the skill installer so it is usable end-to-end (selection, install, verify, failure reporting)                                | #437  | sonnet | feat/install-ux-polish | IUV-02-02  | 20K      | MOSAIC_INSTALL_SKILLS env var whitelist; SyncSkillsResult typed return |
+| IUV-02-04 | done   | Tests + code review + PR merge                                                                                                       | #437  | sonnet | feat/install-ux-polish | IUV-02-03  | 10K      | 18 new tests (13 CORS + 5 skills); PR #444 merged `172bacb3`           |
+
+## Milestone 3 — Provider-first intelligent flow + drill-down main menu (IUV-M03)
+
+| id        | status      | description                                                                                                                                                  | issue | agent | branch                 | depends_on | estimate | notes                                                         |
+| --------- | ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----- | ----- | ---------------------- | ---------- | -------- | ------------------------------------------------------------- |
+| IUV-03-01 | not-started | Design doc: new first-run state machine — main menu (Plugins / Providers / …), Quick Start vs Custom paths, provider-first flow, intent intake + naming loop | #438  | opus  | feat/install-ux-intent | —          | 15K      | scratchpad + explicit non-goals                               |
+| IUV-03-02 | not-started | Implement drill-down main menu (Plugins: Recommended / Custom, Providers, …) as the top-level entry point of `mosaic wizard`                                 | #438  | opus  | feat/install-ux-intent | IUV-03-01  | 25K      |                                                               |
+| IUV-03-03 | not-started | Quick Start path: curated minimum question set — define the exact baseline, delete everything else from the fast path                                        | #438  | opus  | feat/install-ux-intent | IUV-03-02  | 15K      |                                                               |
+| IUV-03-04 | not-started | Provider-first natural-language intake: user describes intent → agent expounds → agent proposes a name (confirmable / overridable) — OpenClaw-style          | #438  | opus  | feat/install-ux-intent | IUV-03-03  | 25K      | offline fallback required (deterministic default name + path) |
+| IUV-03-05 | not-started | Preserve backward-compat: headless path (`MOSAIC_ASSUME_YES=1` + env vars) still works end-to-end; `tools/install.sh --yes` unchanged                        | #438  | opus  | feat/install-ux-intent | IUV-03-04  | 10K      |                                                               |
+| IUV-03-06 | not-started | Tests + code review + PR merge + `mosaic-v0.0.27` release                                                                                                    | #438  | opus  | feat/install-ux-intent | IUV-03-05  | 15K      |                                                               |

docs/archive/missions/install-ux-v2-20260405/iuv-m03-design.md

@@ -0,0 +1,227 @@
+# IUV-M03 Design: Provider-first intelligent flow + drill-down main menu
+
+**Issue:** #438
+**Branch:** `feat/install-ux-intent`
+**Date:** 2026-04-05
+
+## 1. New first-run state machine
+
+The linear 12-stage interrogation is replaced with a menu-driven architecture.
+
+### Flow overview
+
+```
+Welcome banner
+  |
+  v
+Detect existing install (auto)
+  |
+  v
+Main Menu (loop)
+  |-- Quick Start        -> provider key + admin creds -> finalize
+  |-- Providers          -> LLM API key config
+  |-- Agent Identity     -> intent intake + naming (deterministic)
+  |-- Skills             -> recommended / custom selection
+  |-- Gateway            -> port, storage tier, hostname, CORS
+  |-- Advanced           -> SOUL.md, USER.md, TOOLS.md, runtimes, hooks
+  |-- Finish & Apply     -> finalize + gateway bootstrap
+  v
+Done
+```
+
+### Menu navigation
+
+- Main menu is a `select` prompt. Each option drills into a sub-flow.
+- Completing a section returns to the main menu.
+- Menu items show completion state: `[done]` hint after configuration.
+- `Finish & Apply` is always last and requires at minimum a provider key (or explicit skip).
+- The menu tracks configured sections in `WizardState.completedSections`.
+
+### Headless bypass
+
+When `MOSAIC_ASSUME_YES=1` or `!process.stdin.isTTY`, the entire menu is skipped.
+The wizard runs: defaults + env var overrides -> finalize -> gateway config -> bootstrap.
+This preserves full backward compatibility with `tools/install.sh --yes`.
+
+## 2. Quick Start path
+
+Target: 3-5 questions max. Under 90 seconds for a returning user.
+
+### Questions asked
+
+1. **Provider API key** (Anthropic/OpenAI) - `text` prompt with paste support
+2. **Admin email** - `text` prompt
+3. **Admin password** - masked + confirmed
+
+### Questions skipped (with defaults)
+
+| Setting                      | Default                         | Rationale              |
+| ---------------------------- | ------------------------------- | ---------------------- |
+| Agent name                   | "Mosaic"                        | Generic but branded    |
+| Port                         | 14242                           | Standard default       |
+| Storage tier                 | local                           | No external deps       |
+| Hostname                     | localhost                       | Dev-first              |
+| CORS origin                  | http://localhost:3000           | Standard web UI port   |
+| Skills                       | recommended set                 | Curated by maintainers |
+| Runtimes                     | auto-detected                   | No user input needed   |
+| Communication style          | direct                          | Most popular choice    |
+| SOUL.md / USER.md / TOOLS.md | template defaults               | Can customize later    |
+| Hooks                        | auto-install if Claude detected | Safe default           |
+
+### Flow
+
+```
+Quick Start selected
+  -> "Paste your LLM API key (Anthropic recommended):"
+  -> [auto-detect provider from key prefix: sk-ant-* = Anthropic, sk-* = OpenAI]
+  -> Apply all defaults
+  -> Run finalize (sync framework, write configs, link assets, sync skills)
+  -> Run gateway config (headless-style with defaults + provided key)
+  -> "Admin email:"
+  -> "Admin password:" (masked + confirm)
+  -> Run gateway bootstrap
+  -> Done
+```
+
+## 3. Provider-first flow
+
+Provider configuration (currently buried in gateway-config stage as "ANTHROPIC_API_KEY")
+moves to a dedicated top-level menu item and is the first question in Quick Start.
+
+### Provider detection
+
+The API key prefix determines the provider:
+
+- `sk-ant-api03-*` -> Anthropic (Claude)
+- `sk-*` -> OpenAI
+- Empty/skipped -> no provider (gateway starts without LLM access)
+
+### Storage
+
+The provider key is stored in the gateway `.env` as `ANTHROPIC_API_KEY` or `OPENAI_API_KEY`.
+For Quick Start, this replaces the old interactive prompt in `collectAndWriteConfig`.
+
+### Menu section: "Providers"
+
+In the drill-down menu, "Providers" lets users:
+
+1. Enter/change their API key
+2. See which provider was detected
+3. Optionally configure a second provider
+
+For v0.0.27, we support Anthropic and OpenAI keys only. The key is stored
+in `WizardState` and written during finalize.
+
+## 4. Intent intake + naming (deterministic fallback - Option B)
+
+### Rationale
+
+At install time, the LLM provider may not be configured yet (chicken-and-egg).
+We use **Option B: deterministic advisor** for the install wizard.
+
+### Flow (Agent Identity menu section)
+
+```
+1. "What will this agent primarily help you with?"
+   -> Select from presets:
+      - General purpose assistant
+      - Software development
+      - DevOps & infrastructure
+      - Research & analysis
+      - Content & writing
+      - Custom (free text description)
+
+2. System proposes a thematic name based on selection:
+   - General purpose -> "Mosaic"
+   - Software development -> "Forge"
+   - DevOps & infrastructure -> "Sentinel"
+   - Research & analysis -> "Atlas"
+   - Content & writing -> "Muse"
+   - Custom -> "Mosaic" (default)
+
+3. "Your agent will be named 'Forge'. Press Enter to accept or type a new name:"
+   -> User confirms or overrides
+```
+
+### Storage
+
+- Agent name -> `WizardState.soul.agentName` -> written to SOUL.md
+- Intent category -> `WizardState.agentIntent` (new field) -> written to `~/.config/mosaic/agent.json`
+
+### Post-install LLM-powered intake (future)
+
+A future `mosaic configure identity` command can use the configured LLM to:
+
+- Accept free-text intent description
+- Generate an expounded persona
+- Propose a contextual name
+
+This is explicitly out of scope for the install wizard.
+
+## 5. Headless backward-compat
+
+### Supported env vars (unchanged)
+
+| Variable                   | Used by                                        |
+| -------------------------- | ---------------------------------------------- |
+| `MOSAIC_ASSUME_YES=1`      | Skip all prompts, use defaults + env overrides |
+| `MOSAIC_ADMIN_NAME`        | Gateway bootstrap                              |
+| `MOSAIC_ADMIN_EMAIL`       | Gateway bootstrap                              |
+| `MOSAIC_ADMIN_PASSWORD`    | Gateway bootstrap                              |
+| `MOSAIC_GATEWAY_PORT`      | Gateway config                                 |
+| `MOSAIC_HOSTNAME`          | Gateway config (CORS derivation)               |
+| `MOSAIC_CORS_ORIGIN`       | Gateway config (full override)                 |
+| `MOSAIC_STORAGE_TIER`      | Gateway config (local/team)                    |
+| `MOSAIC_DATABASE_URL`      | Gateway config (team tier)                     |
+| `MOSAIC_VALKEY_URL`        | Gateway config (team tier)                     |
+| `MOSAIC_ANTHROPIC_API_KEY` | Provider config                                |
+
+### New env vars
+
+| Variable              | Purpose                                   |
+| --------------------- | ----------------------------------------- |
+| `MOSAIC_AGENT_NAME`   | Override agent name in headless mode      |
+| `MOSAIC_AGENT_INTENT` | Override intent category in headless mode |
+
+### `tools/install.sh --yes`
+
+The install script sets `MOSAIC_ASSUME_YES=1` and passes through env vars.
+No changes needed to the script itself. The new wizard detects headless mode
+at the top of `runWizard` and runs a linear path identical to the old flow.
+
+## 6. Explicit non-goals
+
+- **No GUI** — this is a terminal wizard only
+- **No multi-user install** — single-user, single-machine
+- **No registry changes** — npm publish flow is unchanged
+- **No LLM calls during install** — deterministic fallback only
+- **No new dependencies** — uses existing @clack/prompts and picocolors
+- **No changes to gateway API** — only the wizard orchestration changes
+- **No changes to tools/install.sh** — headless compat maintained via env vars
+
+## 7. Implementation plan
+
+### Files to modify
+
+1. `packages/mosaic/src/types.ts` — add `MenuSection`, `AgentIntent`, `completedSections`, `agentIntent`, `providerKey`, `providerType` to WizardState
+2. `packages/mosaic/src/wizard.ts` — replace linear flow with menu loop
+3. `packages/mosaic/src/stages/mode-select.ts` — becomes the main menu
+4. `packages/mosaic/src/stages/provider-setup.ts` — new: provider key collection
+5. `packages/mosaic/src/stages/agent-intent.ts` — new: intent intake + naming
+6. `packages/mosaic/src/stages/menu-gateway.ts` — new: gateway sub-menu wrapper
+7. `packages/mosaic/src/stages/quick-start.ts` — new: quick start linear path
+8. `packages/mosaic/src/constants.ts` — add intent presets and name mappings
+9. `packages/mosaic/package.json` — version bump 0.0.26 -> 0.0.27
+
+### Files to add (tests)
+
+1. `packages/mosaic/src/stages/wizard-menu.spec.ts` — menu navigation tests
+2. `packages/mosaic/src/stages/quick-start.spec.ts` — quick start path tests
+3. `packages/mosaic/src/stages/agent-intent.spec.ts` — intent + naming tests
+4. `packages/mosaic/src/stages/provider-setup.spec.ts` — provider detection tests
+
+### Migration strategy
+
+The existing stage functions remain intact. The menu system wraps them —
+each menu item calls the appropriate stage function(s). The linear headless
+path calls them in the same order as before.

docs/archive/missions/install-ux-v2-20260405/scratchpad.md

@@ -107,3 +107,67 @@ Sequencing: strict. M01 ships first as a hotfix release (mosaic-v0.0.26). M02 is
 1. Create Gitea issues for M01, M02, M03
 2. Open the mission-scaffold docs PR (same pattern as parent mission's PR #430)
 3. After merge, delegate IUV-M01 to a sonnet subagent in an isolated worktree with the concrete fix-site pointers above
+
+## Session 2 — 2026-04-05 (IUV-M01 delivery + close-out)
+
+### Outcome
+
+IUV-M01 shipped. `mosaic-v0.0.26` released and registry latest confirmed `0.0.26`.
+
+### PRs merged
+
+| PR   | Title                                                                    | Merge    |
+| ---- | ------------------------------------------------------------------------ | -------- |
+| #440 | fix: bootstrap hotfix — DTO erasure, wizard failure, port prefill, copy  | 0ae932ab |
+| #441 | fix: add vitest.config.ts to eslint allowDefaultProject (#440 build fix) | c08aa6fa |
+| #442 | docs: mark IUV-M01 complete — mosaic-v0.0.26 released                    | 78388437 |
+
+### Bugs fixed (all 4 in worker's PR #440)
+
+1. **DTO class erasure** — `apps/gateway/src/admin/bootstrap.controller.ts:16` — dropped `type` from `import { BootstrapSetupDto }`. Guarded by new e2e test `bootstrap.e2e.spec.ts` (4 cases) that binds through a real Nest app with `ValidationPipe { whitelist, forbidNonWhitelisted }`. Test suite needed `unplugin-swc` in `apps/gateway/vitest.config.ts` to emit `decoratorMetadata` (tsx/esbuild can't).
+2. **Wizard silent failure** — `packages/mosaic/src/wizard.ts` — removed the `&& headlessRun` guard so `!bootstrapResult.completed` now aborts in both modes.
+3. **Port prefill** — root cause was clack's `defaultValue` vs `initialValue` semantics (`defaultValue` only fills on empty submit, `initialValue` prefills the buffer). Added an `initialValue` field to `WizardPrompter.text()` interface, threaded through clack and headless prompters, switched `gateway-config.ts` port/url prompts to use it.
+4. **Pi SDK copy** — `packages/mosaic/src/stages/welcome.ts` — intro copy now lists Pi SDK.
+
+### Mid-delivery hiccup — tsconfig/eslint cross-contamination
+
+Worker's initial approach added `vitest.config.ts` to `apps/gateway/tsconfig.json`'s `include` to appease the eslint parser. That broke `pnpm --filter @mosaicstack/gateway build` with TS6059 (`vitest.config.ts` outside `rootDir: "src"`). The publish pipeline on the `#440` merge commit failed.
+
+**Correct fix** (worker's PR #441): leave `tsconfig.json` clean (`include: ["src/**/*"]`) and instead add the file to `allowDefaultProject` in the root `eslint.config.mjs`. This keeps the tsc program strict while letting eslint resolve a parser project for the standalone config file.
+
+**Pattern to remember**: when adding root-level `.ts` config files (vitest, build scripts) to a package with `rootDir: "src"`, the eslint parser project conflict is solved with `allowDefaultProject`, NEVER by widening tsconfig include. I had independently arrived at the same fix on a branch before the worker shipped #441 — deleted the duplicate.
+
+### Residual follow-ups carried forward
+
+1. Headless prompter fallback order: worker set `initialValue > defaultValue` in the headless path. Correct semantic, but any future headless test that explicitly depends on `defaultValue` precedence will need review.
+2. Vitest + SWC decorator metadata pattern is now the blessed approach for NestJS e2e tests in this monorepo. Any other package that adds NestJS e2e tests should mirror `apps/gateway/vitest.config.ts`.
+
+### Next action
+
+- Close out orchestrator doc sync (this commit): mark M01 subtasks done in `TASKS.md`, update manifest phase to Execution, commit scratchpad session 2, PR to main.
+- After merge, delegate IUV-M02 (sonnet, isolated worktree). Dependencies: IUV-02-01 (CORS→FQDN) starts unblocked since M01 is released; first real task for the M02 worker is diagnosing the skill installer failure modes (IUV-02-02) against the fresh 0.0.26 install.
+
+## Session 3 — 2026-04-05 (IUV-M02 delivery + close-out)
+
+### Outcome
+
+IUV-M02 shipped. PR #444 merged (`172bacb3`), issue #437 closed. 18 new tests (13 CORS derivation, 5 skill sync).
+
+### Changes
+
+**CORS → FQDN (IUV-02-01):**
+
+- `packages/mosaic/src/stages/gateway-config.ts` — replaced raw "CORS origin" text prompt with "Web UI hostname" (default: `localhost`). Added HTTPS follow-up for remote hosts. Pure `deriveCorsOrigin(hostname, port, useHttps?)` function exported for testability.
+- Headless: `MOSAIC_HOSTNAME` env var as friendly alternative; `MOSAIC_CORS_ORIGIN` still works as full override.
+- `packages/mosaic/src/types.ts` — added `hostname?: string` to `GatewayState`.
+
+**Skill installer rework (IUV-02-02 + IUV-02-03):**
+
+- Root cause confirmed: `syncSkills()` in `finalize.ts` ignored `state.selectedSkills` entirely. The multiselect UI was a no-op.
+- `packages/mosaic/src/stages/finalize.ts` — `syncSkills()` rewritten to accept `selectedSkills[]`, returns typed `SyncSkillsResult`, passes `MOSAIC_INSTALL_SKILLS` (colon-separated) as env var to the bash script.
+- `packages/mosaic/framework/tools/_scripts/mosaic-sync-skills` — added bash associative array whitelist filter keyed on `MOSAIC_INSTALL_SKILLS`. When set, only whitelisted skills are linked. Empty/unset = all skills (legacy behavior preserved for `mosaic sync` outside wizard).
+- Failure surfaces: silent `catch {}` replaced with typed error reporting through `p.warn()`.
+
+### Next action
+
+- Delegate IUV-M03 (opus, isolated worktree) — the architectural milestone: provider-first intelligent flow, drill-down main menu, Quick Start fast path, agent self-naming. This is the biggest piece of the mission.

docs/federation/MILESTONES.md

@@ -0,0 +1,368 @@
+# Mosaic Stack — Federation Implementation Milestones
+
+**Companion to:** `PRD.md`
+**Approach:** Each milestone is a verifiable slice. A milestone is "done" only when its acceptance tests pass in CI against a real (not mocked) dependency stack.
+
+---
+
+## Milestone Dependency Graph
+
+```
+M1 (federated tier infra)
+  └── M2 (Step-CA + grant schema + CLI)
+        └── M3 (mTLS handshake + list/get + scope enforcement)
+              ├── M4 (search + audit + rate limit)
+              │     └── M5 (cache + offline degradation + OTEL)
+              ├── M6 (revocation + auto-renewal)  ◄── can start after M3
+              └── M7 (multi-user hardening + e2e suite)  ◄── depends on M4+M5+M6
+```
+
+M5 and M6 can run in parallel once M4 is merged.
+
+---
+
+## Test Strategy (applies to all milestones)
+
+Three layers, all required before a milestone ships:
+
+| Layer              | Scope                                         | Runtime                                                                  |
+| ------------------ | --------------------------------------------- | ------------------------------------------------------------------------ |
+| **Unit**           | Per-module logic, pure functions, adapters    | Vitest, no I/O                                                           |
+| **Integration**    | Single gateway against real PG/Valkey/Step-CA | Vitest + Docker Compose test profile                                     |
+| **Federation E2E** | Two gateways on a Docker network, real mTLS   | Playwright/custom harness (`tools/federation-harness/`) introduced in M3 |
+
+Every milestone adds tests to these layers. A milestone cannot be claimed complete if the federation E2E harness fails (applies from M3 onward).
+
+**Quality gates per milestone** (same as stack-wide):
+
+- `pnpm typecheck` green
+- `pnpm lint` green
+- `pnpm test` green (unit + integration)
+- `pnpm test:federation` green (M3+)
+- Independent code review passed
+- Docs updated (`docs/federation/`)
+- Merged PR on `main`, CI terminal green, linked issue closed
+
+---
+
+## M1 — Federated Tier Infrastructure
+
+**Goal:** A gateway can run in `federated` tier with containerized Postgres + Valkey + pgvector, with no federation logic active yet.
+
+**Scope:**
+
+- Add `"tier": "federated"` to `mosaic.config.json` schema and validators
+- Docker Compose `federated` profile (`docker-compose.federated.yml`) adds: Postgres+pgvector (5433), Valkey (6380), dedicated volumes
+- Tier detector in gateway bootstrap: reads config, asserts required services reachable, refuses to start otherwise
+- `pgvector` extension installed + verified on startup
+- Migration logic: safe upgrade path from `local`/`standalone` → `federated` (data export/import script, one-way)
+- `mosaic doctor` reports tier + service health
+- Gateway continues to serve as a normal standalone instance (no federation yet)
+
+**Deliverables:**
+
+- `mosaic.config.json` schema v2 (tier enum includes `federated`)
+- `apps/gateway/src/bootstrap/tier-detector.ts`
+- `docker-compose.federated.yml`
+- `scripts/migrate-to-federated.ts`
+- Updated `mosaic doctor` output
+- Updated `packages/storage/src/adapters/postgres.ts` with pgvector support
+
+**Acceptance tests:**
+| # | Test | Layer |
+| - | ---------------------------------------------------------------------------------------- | ----------- |
+| 1 | Gateway boots in `federated` tier with all services present | Integration |
+| 2 | Gateway refuses to boot in `federated` tier when Postgres unreachable (fail-fast, clear) | Integration |
+| 3 | `pgvector` extension available in target DB (`SELECT * FROM pg_extension WHERE extname='vector'`) | Integration |
+| 4 | Migration script moves a populated `local` (PGlite) instance to `federated` (Postgres) with no data loss | Integration |
+| 5 | `mosaic doctor` reports correct tier and all services green | Unit |
+| 6 | Existing standalone behavior regression: agent session works end-to-end, no federation references | E2E (single-gateway) |
+
+**Estimated budget:** ~20K tokens (infra + config + migration script)
+**Risk notes:** Pgvector install on existing PG installs is occasionally finicky; test the migration path on a realistic DB snapshot.
+
+---
+
+## M2 — Step-CA + Grant Schema + Admin CLI
+
+**Goal:** An admin can create a federation grant and its counterparty can enroll. No runtime traffic flows yet.
+
+**Scope:**
+
+- Embed Step-CA as a Docker Compose sidecar with a persistent CA volume
+- Gateway exposes a short-lived enrollment endpoint (single-use token from the grant)
+- DB schema: `federation_grants`, `federation_peers`, `federation_audit_log` (table only, not yet written to)
+- Sealed storage for `client_key_pem` using the existing credential sealing key
+- Admin CLI:
+  - `mosaic federation grant create --user <id> --peer <host> --scope <file>`
+  - `mosaic federation grant list`
+  - `mosaic federation grant show <id>`
+  - `mosaic federation peer add <enrollment-url>`
+  - `mosaic federation peer list`
+- Step-CA signs the cert with SAN OIDs for `grantId` + `subjectUserId`
+- Grant status transitions: `pending` → `active` on successful enrollment
+
+**Deliverables:**
+
+- `packages/db` migration: three federation tables + enum types
+- `apps/gateway/src/federation/ca.service.ts` (Step-CA client)
+- `apps/gateway/src/federation/grants.service.ts`
+- `apps/gateway/src/federation/enrollment.controller.ts`
+- `packages/mosaic/src/commands/federation/` (grant + peer subcommands)
+- `docker-compose.federated.yml` adds Step-CA service
+- Scope JSON schema + validator
+
+**Acceptance tests:**
+| # | Test | Layer |
+| - | ---------------------------------------------------------------------------------------- | ----------- |
+| 1 | `grant create` writes a `pending` row with a scoped bundle | Integration |
+| 2 | Enrollment endpoint signs a CSR and returns a cert with expected SAN OIDs | Integration |
+| 3 | Enrollment token is single-use; second attempt returns 410 | Integration |
+| 4 | Cert `subjectUserId` OID matches the grant's `subject_user_id` | Unit |
+| 5 | `client_key_pem` is at-rest encrypted; raw DB read shows ciphertext, not PEM | Integration |
+| 6 | `peer add <url>` on Server A yields an `active` peer record with a valid cert + key | E2E (two gateways, no traffic) |
+| 7 | Scope JSON with unknown resource type rejected at `grant create` | Unit |
+| 8 | `grant list` and `peer list` render active / pending / revoked accurately | Unit |
+
+**Estimated budget:** ~30K tokens (schema + CA integration + CLI + sealing)
+**Risk notes:** Step-CA's API surface is well-documented but the sealing integration with existing provider-credential encryption is a cross-module concern — walk that seam deliberately.
+
+---
+
+## M3 — mTLS Handshake + `list` + `get` with Scope Enforcement
+
+**Goal:** Two federated gateways exchange real data over mTLS with scope intersecting native RBAC.
+
+**Scope:**
+
+- `FederationClient` (outbound): picks cert from `federation_peers`, does mTLS call
+- `FederationServer` (inbound): NestJS guard validates client cert, extracts `grantId` + `subjectUserId`, loads grant
+- Scope enforcement pipeline:
+  1. Resource allowlist / excluded-list check
+  2. Native RBAC evaluation as the `subjectUserId`
+  3. Scope filter intersection (`include_teams`, `include_personal`)
+  4. `max_rows_per_query` cap
+- Verbs: `list`, `get`, `capabilities`
+- Gateway query layer accepts `source: "local" | "federated:<host>" | "all"`; fan-out for `"all"`
+- **Federation E2E harness** (`tools/federation-harness/`): docker-compose.two-gateways.yml, seed script, assertion helpers — this is its own deliverable
+
+**Deliverables:**
+
+- `apps/gateway/src/federation/client/federation-client.service.ts`
+- `apps/gateway/src/federation/server/federation-auth.guard.ts`
+- `apps/gateway/src/federation/server/scope.service.ts`
+- `apps/gateway/src/federation/server/verbs/{list,get,capabilities}.controller.ts`
+- `apps/gateway/src/federation/client/query-source.service.ts` (fan-out/merge)
+- `tools/federation-harness/` (compose + seed + test helpers)
+- `packages/types` — federation request/response DTOs in `federation.dto.ts`
+
+**Acceptance tests:**
+| # | Test | Layer |
+| -- | -------------------------------------------------------------------------------------------------------- | ----- |
+| 1 | A→B `list tasks` returns subjectUser's tasks intersected with scope | E2E |
+| 2 | A→B `list tasks` with `include_teams: [T1]` excludes T2 tasks the user owns | E2E |
+| 3 | A→B `get credential <id>` returns 403 when `credentials` is in `excluded_resources` | E2E |
+| 4 | Client presenting cert for grant X cannot query subjectUser of grant Y (cross-user isolation) | E2E |
+| 5 | Cert signed by untrusted CA rejected at TLS layer (no NestJS handler reached) | E2E |
+| 6 | Malformed SAN OIDs → 401; cert valid but grant revoked in DB → 403 | Integration |
+| 7 | `max_rows_per_query` caps response; request for more paginated | Integration |
+| 8 | `source: "all"` fan-out merges local + federated results, each tagged with `_source` | Integration |
+| 9 | Federation responses never persist: verify DB row count unchanged after `list` round-trip | E2E |
+| 10 | Scope cannot grant more than native RBAC: user without access to team T still gets [] even if scope allows T | E2E |
+
+**Estimated budget:** ~40K tokens (largest milestone — core federation logic + harness)
+**Risk notes:** This is the critical trust boundary. Code review should focus on scope enforcement bypass and cert-SAN-spoofing paths. Every 403/401 path needs a test.
+
+---
+
+## M4 — `search` Verb + Audit Log + Rate Limit
+
+**Goal:** Keyword search over allowed resources with full audit and per-grant rate limiting.
+
+**Scope:**
+
+- `search` verb across `resources` allowlist (intersection of scope + native RBAC)
+- Keyword search (reuse existing `packages/memory/src/adapters/keyword.ts`); pgvector search stays out of v1 search verb
+- Every federated request (all verbs) writes to `federation_audit_log`: `grant_id`, `verb`, `resource`, `query_hash`, `outcome`, `bytes_out`, `latency_ms`
+- No request body captured; `query_hash` is SHA-256 of normalized query params
+- Token-bucket rate limit per grant (default 60/min, override per grant)
+- 429 response with `Retry-After` header and structured body
+- 90-day hot retention for audit log; cold-tier rollover deferred to M7
+
+**Deliverables:**
+
+- `apps/gateway/src/federation/server/verbs/search.controller.ts`
+- `apps/gateway/src/federation/server/audit.service.ts` (async write, no blocking)
+- `apps/gateway/src/federation/server/rate-limit.guard.ts`
+- Tests in harness
+
+**Acceptance tests:**
+| # | Test | Layer |
+| - | ------------------------------------------------------------------------------------------------- | ----------- |
+| 1 | `search` returns ranked hits only from allowed resources | E2E |
+| 2 | `search` excluding `credentials` does not return a match even when keyword matches a credential name | E2E |
+| 3 | Every successful request appears in `federation_audit_log` within 1s | Integration |
+| 4 | Denied request (403) is also audited with `outcome='denied'` | Integration |
+| 5 | Audit row stores query hash but NOT query body | Unit |
+| 6 | 61st request in 60s window returns 429 with `Retry-After` | E2E |
+| 7 | Per-grant override (e.g., 600/min) takes effect without restart | Integration |
+| 8 | Audit writes are async: request latency unchanged when audit write slow (simulated) | Integration |
+
+**Estimated budget:** ~20K tokens
+**Risk notes:** Ensure audit writes can't block or error-out the request path; use a bounded queue and drop-with-counter pattern rather than in-line writes.
+
+---
+
+## M5 — Cache + Offline Degradation + Observability
+
+**Goal:** Sessions feel fast and stay useful when the peer is slow or down.
+
+**Scope:**
+
+- In-memory response cache keyed by `(grant_id, verb, resource, query_hash)`, TTL 30s default
+- Cache NOT used for `search`; only `list` and `get`
+- Cache flushed on cert rotation and grant revocation
+- Circuit breaker per peer: after N failures, fast-fail for cooldown window
+- `_source` tagging extended with `_cached: true` when served from cache
+- Agent-visible "federation offline for `<peer>`" signal emitted once per session per peer
+- OTEL spans: `federation.request` with attrs `grant_id`, `peer`, `verb`, `resource`, `outcome`, `latency_ms`, `cached`
+- W3C `traceparent` propagated across the mTLS boundary (both directions)
+- `mosaic federation status` CLI subcommand
+
+**Deliverables:**
+
+- `apps/gateway/src/federation/client/response-cache.service.ts`
+- `apps/gateway/src/federation/client/circuit-breaker.service.ts`
+- `apps/gateway/src/federation/observability/` (span helpers)
+- `packages/mosaic/src/commands/federation/status.ts`
+
+**Acceptance tests:**
+| # | Test | Layer |
+| - | --------------------------------------------------------------------------------------------- | ----- |
+| 1 | Two identical `list` calls within 30s: second served from cache, flagged `_cached` | Integration |
+| 2 | `search` is never cached: two identical searches both hit the peer | Integration |
+| 3 | After grant revocation, peer's cache is flushed immediately | Integration |
+| 4 | After N consecutive failures, circuit opens; subsequent requests fail-fast without network call | E2E |
+| 5 | Circuit closes after cooldown and next success | E2E |
+| 6 | With peer offline, session completes using local data, one "federation offline" signal surfaced | E2E |
+| 7 | OTEL traces show spans on both gateways correlated by `traceparent` | E2E |
+| 8 | `mosaic federation status` prints peer state, cert expiry, last success/failure, circuit state | Unit |
+
+**Estimated budget:** ~20K tokens
+**Risk notes:** Caching correctness under revocation must be provable — write tests that intentionally race revocation against cached hits.
+
+---
+
+## M6 — Revocation, Auto-Renewal, CRL
+
+**Goal:** Grant lifecycle works end-to-end: admin revoke, revoke-on-delete, automatic cert renewal, CRL distribution.
+
+**Scope:**
+
+- `mosaic federation grant revoke <id>` → status `revoked`, CRL updated, audit entry
+- DB hook: deleting a user cascades `revoke-on-delete` on all grants where that user is subject
+- Step-CA CRL endpoint exposed; serving gateway enforces CRL check on every handshake (cached CRL, refresh interval 60s)
+- Client-side cert renewal job: at T-7 days, submit renewal CSR; rotate cert atomically; flush cache
+- On renewal failure, peer marked `degraded` and admin-visible alert emitted
+- Server A detects revocation on next request (TLS handshake fails with specific error) → peer marked `revoked`, user notified
+
+**Deliverables:**
+
+- `apps/gateway/src/federation/server/crl.service.ts` + endpoint
+- `apps/gateway/src/federation/server/revocation.service.ts`
+- DB cascade trigger or ORM hook for user deletion → grant revocation
+- `apps/gateway/src/federation/client/renewal.job.ts` (scheduled)
+- `packages/mosaic/src/commands/federation/grant.ts` gains `revoke` subcommand
+
+**Acceptance tests:**
+| # | Test | Layer |
+| - | ----------------------------------------------------------------------------------------- | ----- |
+| 1 | Admin `grant revoke` → A's next request fails with TLS-level error | E2E |
+| 2 | Deleting subject user on B auto-revokes all grants where that user was the subject | Integration |
+| 3 | CRL endpoint serves correct list; revoked cert present | Integration |
+| 4 | Server rejects cert listed in CRL even if cert itself is still time-valid | E2E |
+| 5 | Cert at T-7 days triggers renewal job; new cert issued and installed without dropped requests | E2E |
+| 6 | Renewal failure marks peer `degraded` and surfaces alert | Integration |
+| 7 | A marks peer `revoked` after a revocation-caused handshake failure (not on transient network errors) | E2E |
+
+**Estimated budget:** ~20K tokens
+**Risk notes:** The atomic cert swap during renewal is the sharpest edge here — any in-flight request mid-swap must either complete on old or retry on new, never fail mid-call.
+
+---
+
+## M7 — Multi-User RBAC Hardening + Team-Scoped Grants + Acceptance Suite
+
+**Goal:** The full multi-tenant scenario from §4 user stories works end-to-end, with no cross-user leakage under any circumstance.
+
+**Scope:**
+
+- Three-user scenario on Server B (E1, E2, E3) each with their own Server A
+- Team-scoped grants exercised: each employee's team-data visible on their own A, but E1's personal data never visible on E2's A
+- User-facing UI surfaces on both gateways for: peer list, grant list, audit log viewer, scope editor
+- Negative-path test matrix (every denial path from PRD §8)
+- All PRD §15 acceptance criteria mapped to automated tests in the harness
+- Security review: cert-spoofing, scope-bypass, audit-bypass paths explicitly tested
+- Cold-storage rollover for audit log >90 days
+- Docs: operator runbook, onboarding guide, troubleshooting guide
+
+**Deliverables:**
+
+- Full federation acceptance suite in `tools/federation-harness/acceptance/`
+- `apps/web` surfaces for peer/grant/audit management
+- `docs/federation/RUNBOOK.md`, `docs/federation/ONBOARDING.md`, `docs/federation/TROUBLESHOOTING.md`
+- Audit cold-tier job (daily cron, moves rows >90d to separate table or object storage)
+
+**Acceptance tests:**
+Every PRD §15 criterion must be automated and green. Additionally:
+
+| #   | Test                                                                                                  | Layer            |
+| --- | ----------------------------------------------------------------------------------------------------- | ---------------- |
+| 1   | 3-employee scenario: each A sees only its user's data from B                                          | E2E              |
+| 2   | Grant with team scope returns team data; same grant denied access to another employee's personal data | E2E              |
+| 3   | Concurrent sessions from E1's and E2's Server A to B interleave without any leakage                   | E2E              |
+| 4   | Audit log across 3-user test shows per-grant trails with no mis-attributed rows                       | E2E              |
+| 5   | Scope editor UI round-trip: edit → save → next request uses new scope                                 | E2E              |
+| 6   | Attempt to use a revoked grant's cert against a different grant's endpoint: rejected                  | E2E              |
+| 7   | 90-day-old audit rows moved to cold tier; queryable via explicit historical query                     | Integration      |
+| 8   | Runbook steps validated: an operator following the runbook can onboard, rotate, and revoke            | Manual checklist |
+
+**Estimated budget:** ~25K tokens
+**Risk notes:** This is the security-critical milestone. Budget review time here is non-negotiable — plan for two independent code reviews (internal + security-focused) before merge.
+
+---
+
+## Total Budget & Timeline Sketch
+
+| Milestone | Tokens (est.) | Can parallelize?       |
+| --------- | ------------- | ---------------------- |
+| M1        | 20K           | No (foundation)        |
+| M2        | 30K           | No (needs M1)          |
+| M3        | 40K           | No (needs M2)          |
+| M4        | 20K           | No (needs M3)          |
+| M5        | 20K           | Yes (with M6 after M4) |
+| M6        | 20K           | Yes (with M5 after M3) |
+| M7        | 25K           | No (needs all)         |
+| **Total** | **~175K**     |                        |
+
+Parallelization of M5 and M6 after M4 saves one milestone's worth of serial time.
+
+---
+
+## Exit Criteria (federation feature complete)
+
+All of the following must be green on `main`:
+
+- Every PRD §15 acceptance criterion automated and passing
+- Every milestone's acceptance table green
+- Security review sign-off on M7
+- Runbook walk-through completed by operator (not author)
+- `mosaic doctor` recognizes federated tier and reports peer health accurately
+- Two-gateway production deployment (woltje.com ↔ uscllc.com) operational for ≥7 days without incident
+
+---
+
+## Next Step After This Doc Is Approved
+
+1. File tracking issues on `git.mosaicstack.dev/mosaicstack/stack` — one per milestone, labeled `epic:federation`
+2. Populate `docs/TASKS.md` with M1's task breakdown (per-task agent assignment, budget, dependencies)
+3. Begin M1 implementation

docs/federation/MISSION-MANIFEST.md

@@ -0,0 +1,101 @@
+# Mission Manifest — Federation v1
+
+> Persistent document tracking full mission scope, status, and session history.
+> Updated by the orchestrator at each phase transition and milestone completion.
+
+## Mission
+
+**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:** M2 active — Step-CA + grant schema + admin CLI; parallel test-deploy workstream stood up
+**Current Milestone:** FED-M2
+**Progress:** 1 / 7 milestones
+**Status:** active
+**Last Updated:** 2026-04-21 (M2 decomposed; mos-test-1/-2 designated as federation E2E test hosts)
+**Parent Mission:** None — new mission
+
+## Test Infrastructure
+
+| Host                    | Role                                | Image                                 | Tier      |
+| ----------------------- | ----------------------------------- | ------------------------------------- | --------- |
+| `mos-test-1.woltje.com` | Federation Server A (querying side) | `gateway:fed-v0.1.0-m1` (M1 baseline) | federated |
+| `mos-test-2.woltje.com` | Federation Server B (serving side)  | `gateway:fed-v0.1.0-m1` (M1 baseline) | federated |
+
+These are TEST hosts for federation E2E (M3+). Distinct from PRD AC-12 production targets (`woltje.com` ↔ `uscllc.com`). Deployment workstream tracked in `docs/federation/TASKS.md` under FED-M2-DEPLOY-\*.
+
+## Context
+
+Federation is the solution to what originally drove OpenBrain. The prior attempt coupled every agent session to a remote service, introduced cache/latency/opacity pain, and created a hard dependency that punished offline use. This redesign:
+
+1. Makes federation **gateway-to-gateway**, not agent-to-service
+2. Keeps each user's home instance as source of truth for their data
+3. Exposes scoped, read-only data on demand without persisting across the boundary
+4. Uses X.509 mTLS via Step-CA so rotation/revocation/CRL/OCSP are standard
+5. Supports multi-tenant serving sides (employees on uscllc.com each federating back to their own home gateway) with no cross-user leakage
+6. Requires federation-tier instances on both sides (PG + pgvector + Valkey) — local/standalone tiers cannot federate
+7. Works over public HTTPS (no VPN required); Tailscale is an optional overlay
+
+Key design references:
+
+- `docs/federation/PRD.md` — 16-section product requirements
+- `docs/federation/MILESTONES.md` — 7-milestone decomposition with per-milestone acceptance tests
+- `docs/federation/TASKS.md` — per-task breakdown (M1 populated; M2-M7 deferred to mission planning)
+- `docs/research/mempalace-evaluation/` (in jarvis-brain) — why we didn't adopt MemPalace
+
+## Success Criteria
+
+- [ ] AC-1: Two Mosaic Stack gateways on different hosts can establish a federation grant via CLI-driven onboarding
+- [ ] AC-2: Server A can query Server B for `tasks`, `notes`, `memory` respecting scope filters
+- [ ] AC-3: User on B with no grant cannot be queried by A, even if A has a valid grant for another user (cross-user isolation)
+- [ ] AC-4: Revoking a grant on B causes A's next request to fail with a clear error within one request cycle
+- [ ] AC-5: Cert rotation happens automatically at T-7 days; in-progress session survives rotation without user action
+- [ ] AC-6: Rate-limit enforcement returns 429 with `Retry-After`; client backs off
+- [ ] AC-7: With B unreachable, a session on A completes using local data and surfaces "federation offline for `<peer>`" once per session
+- [ ] AC-8: Every federated request appears in B's `federation_audit_log` within 1 second
+- [ ] AC-9: Scope excluding `credentials` means credentials are never returned — even via `search` with matching keywords
+- [ ] AC-10: `mosaic federation status` shows cert expiry, grant status, last success/failure per peer
+- [ ] AC-11: Full 3-employee multi-tenant scenario passes with no cross-user leakage
+- [ ] AC-12: Two-gateway production deployment (woltje.com ↔ uscllc.com) operational ≥7 days without incident
+- [ ] AC-13: All 7 milestones ship as merged PRs with green CI and closed issues
+
+## Milestones
+
+| #   | 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            | in-progress | (decomposition)    | #461  | 2026-04-21 | —          |
+| 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
+
+| Milestone | Est. tokens | Parallelizable?        |
+| --------- | ----------- | ---------------------- |
+| FED-M1    | 20K         | No (foundation)        |
+| FED-M2    | 30K         | No (needs M1)          |
+| FED-M3    | 40K         | No (needs M2)          |
+| FED-M4    | 20K         | No (needs M3)          |
+| FED-M5    | 20K         | Yes (with M6 after M4) |
+| FED-M6    | 20K         | Yes (with M5 after M3) |
+| FED-M7    | 25K         | No (needs all)         |
+| **Total** | **~175K**   |                        |
+
+## Session History
+
+| 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
+
+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.
+
+Parallel execution plan:
+
+- **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.
+- **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.
+- **Re-converge** at M2-10 (E2E test) once both workstreams ready.

docs/federation/PRD.md

@@ -0,0 +1,330 @@
+# Mosaic Stack — Federation PRD
+
+**Status:** Draft v1 (locked for implementation)
+**Owner:** Jason
+**Date:** 2026-04-19
+**Scope:** Enables cross-instance data federation between Mosaic Stack gateways with asymmetric trust, multi-tenant scoping, and no cross-boundary data persistence.
+
+---
+
+## 1. Problem 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, and has tried OpenBrain to solve cross-session state — with poor results (cache invalidation, latency, opacity, hard dependency on a remote service).
+
+The goal is a federation model where each user's **home instance** remains the source of truth for their personal data, and **work/shared instances** expose scoped data to that user's home instance on demand — without persisting anything across the boundary.
+
+## 2. Goals
+
+1. A user logged into their **home gateway** (Server A) can query their **work gateway** (Server B) in real time during a session.
+2. Data returned from Server B is used in-session only; never written to Server A storage.
+3. Server B has multiple users, each with their own Server A. No user's data leaks to another user.
+4. Federation works over public HTTPS (no VPN required). Tailscale is a supported optional overlay.
+5. Sync latency target: seconds, or at the next data need of the agent.
+6. Graceful degradation: if the remote instance is unreachable, the local session continues with local data and a clear "federation offline" signal.
+7. Teams exist on both sides. A federation grant can share **team-owned** data without exposing other team members' personal data.
+8. Auth and revocation use standard PKI (X.509) so that certificate tooling (Step-CA, rotation, OCSP, CRL) is available out of the box.
+
+## 3. Non-Goals (v1)
+
+- Mesh federation (N-to-N). v1 is strictly A↔B pairs.
+- Cross-instance writes. All federation is **read-only** on the remote side.
+- Shared agent sessions across instances. Sessions live on one instance; federation is data-plane only.
+- Cross-instance SSO. Each instance owns its own BetterAuth identity store; federation is service-to-service, not user-to-user.
+- Realtime push from B→A. v1 is pull-only (A pulls from B during a session).
+- Global search index. Federation is query-by-query, not index replication.
+
+## 4. User Stories
+
+- **US-1 (Solo user at home):** As the sole user on Server A, I want my agent session on workstation-1 to see the same data it saw on workstation-2, without running OpenBrain.
+- **US-2 (Cross-location):** As a user with a home server and a work server, I want a session on my home laptop to transparently pull my USC-owned tasks/notes when I ask for them.
+- **US-3 (Work admin):** As the admin of mosaic.uscllc.com, I want to grant each employee's home gateway scoped read access to only their own data plus explicitly-shared team data.
+- **US-4 (Privacy boundary):** As employee A on mosaic.uscllc.com, my data must never appear in a session on employee B's home gateway — even if both are federated with uscllc.com.
+- **US-5 (Revocation):** As a work admin, when I delete an employee, their home gateway loses access within one request cycle.
+- **US-6 (Offline):** As a user in a hotel with flaky wifi, my local session keeps working; federation calls fail fast and are reported as "offline," not hung.
+
+## 5. Architecture Overview
+
+```
+┌─────────────────────────────────────┐     mTLS / X.509         ┌─────────────────────────────────────┐
+│  Server A — mosaic.woltje.com       │ ───────────────────────► │  Server B — mosaic.uscllc.com        │
+│  (home, master for Jason)           │   ◄── JSON over HTTPS    │  (work, multi-tenant)                │
+│                                     │                          │                                      │
+│  ┌──────────────┐  ┌──────────────┐ │                          │ ┌──────────────┐  ┌──────────────┐  │
+│  │  Gateway     │  │  Postgres    │ │                          │ │  Gateway     │  │  Postgres    │  │
+│  │  (NestJS)    │──│  (local SSOT)│ │                          │ │  (NestJS)    │──│  (tenant SSOT)│ │
+│  └──────┬───────┘  └──────────────┘ │                          │ └──────┬───────┘  └──────────────┘  │
+│         │                           │                          │        │                             │
+│         │  FederationClient         │                          │        │  FederationServer           │
+│         │  (outbound, scoped query) │                          │        │  (inbound, RBAC-gated)      │
+│         └───────────────────────────┼──────────────────────────┼────────┘                             │
+│                                     │                          │                                      │
+│  Step-CA (issues A's client cert)   │                          │  Step-CA (issues B's server cert,    │
+│                                     │                          │           trusts A's CA root on grant)│
+└─────────────────────────────────────┘                          └──────────────────────────────────────┘
+```
+
+- Federation is a **transport-layer** concern between two gateways, implemented as a new internal module on each gateway.
+- Both sides run the same code. Direction (client vs. server role) is per-request.
+- Nothing in the agent runtime changes — agents query the gateway; the gateway decides local vs. remote.
+
+## 6. Transport & Authentication
+
+**Transport:** HTTPS with mutual TLS (mTLS).
+
+**Identity:** X.509 client certificates issued by Step-CA. Each federation grant materializes as a client cert on the requesting side and a trust-anchor entry (CA root or explicit cert) on the serving side.
+
+**Why mTLS over HMAC bearer tokens:**
+
+- Standard rotation/revocation semantics (renew, CRL, OCSP).
+- The cert subject carries identity claims (user, grant_id) that don't need a separate DB lookup to verify authenticity.
+- Client certs never transit request bodies, so they can't be logged by accident.
+- Transport is pinned at the TLS layer, not re-validated per-handler.
+
+**Cert contents (SAN + subject):**
+
+- `CN=grant-<uuid>`
+- `O=<requesting-server-hostname>` (e.g., `mosaic.woltje.com`)
+- Custom OIDs embedded in SAN otherName:
+  - `mosaic.federation.grantId` (UUID)
+  - `mosaic.federation.subjectUserId` (user on the **serving** side that this grant acts-as)
+- Default lifetime: **30 days**, with auto-renewal at T-7 days if the grant is still active.
+
+**Step-CA topology (v1):** Each server runs its own Step-CA instance. During onboarding, the serving side imports the requesting side's CA root. A central/shared Step-CA is out of scope for v1.
+
+**Handshake:**
+
+1. Client (A) opens HTTPS to B with its grant cert.
+2. B validates cert chain against trusted CA roots for that grant.
+3. B extracts `grantId` and `subjectUserId` from the cert.
+4. B loads the grant record, checks it is `active`, not revoked, and not expired.
+5. B enforces scope and rate-limit for this grant.
+6. Request proceeds; response returned.
+
+## 7. Data Model
+
+All tables live on **each instance's own Postgres**. Federation grants are bilateral — each side has a record of the grant.
+
+### 7.1 `federation_grants` (on serving side, Server B)
+
+| Field                       | Type        | Notes                                             |
+| --------------------------- | ----------- | ------------------------------------------------- |
+| `id`                        | uuid PK     |                                                   |
+| `subject_user_id`           | uuid FK     | Which local user this grant acts-as               |
+| `requesting_server`         | text        | Hostname of requesting gateway (e.g., woltje.com) |
+| `requesting_ca_fingerprint` | text        | SHA-256 of trusted CA root                        |
+| `active_cert_fingerprint`   | text        | SHA-256 of currently valid client cert            |
+| `scope`                     | jsonb       | See §8                                            |
+| `rate_limit_rpm`            | int         | Default 60                                        |
+| `status`                    | enum        | `pending`, `active`, `suspended`, `revoked`       |
+| `created_at`                | timestamptz |                                                   |
+| `activated_at`              | timestamptz |                                                   |
+| `revoked_at`                | timestamptz |                                                   |
+| `last_used_at`              | timestamptz |                                                   |
+| `notes`                     | text        | Admin-visible description                         |
+
+### 7.2 `federation_peers` (on requesting side, Server A)
+
+| Field                 | Type        | Notes                                            |
+| --------------------- | ----------- | ------------------------------------------------ |
+| `id`                  | uuid PK     |                                                  |
+| `peer_hostname`       | text        | e.g., `mosaic.uscllc.com`                        |
+| `peer_ca_fingerprint` | text        | SHA-256 of peer's CA root                        |
+| `grant_id`            | uuid        | The grant ID assigned by the peer                |
+| `local_user_id`       | uuid FK     | Who on Server A this federation belongs to       |
+| `client_cert_pem`     | text (enc)  | Current client cert (PEM); rotated automatically |
+| `client_key_pem`      | text (enc)  | Private key (encrypted at rest)                  |
+| `cert_expires_at`     | timestamptz |                                                  |
+| `status`              | enum        | `pending`, `active`, `degraded`, `revoked`       |
+| `last_success_at`     | timestamptz |                                                  |
+| `last_failure_at`     | timestamptz |                                                  |
+| `notes`               | text        |                                                  |
+
+### 7.3 `federation_audit_log` (on serving side, Server B)
+
+| Field         | Type        | Notes                                            |
+| ------------- | ----------- | ------------------------------------------------ |
+| `id`          | uuid PK     |                                                  |
+| `grant_id`    | uuid FK     |                                                  |
+| `occurred_at` | timestamptz | indexed                                          |
+| `verb`        | text        | `query`, `handshake`, `rejected`, `rate_limited` |
+| `resource`    | text        | e.g., `tasks`, `notes`, `credentials`            |
+| `query_hash`  | text        | SHA-256 of normalized query (no payload stored)  |
+| `outcome`     | text        | `ok`, `denied`, `error`                          |
+| `bytes_out`   | int         |                                                  |
+| `latency_ms`  | int         |                                                  |
+
+**Audit policy:** Every federation request is logged on the serving side. Read-only requests only — no body capture. Retention: 90 days hot, then roll to cold storage.
+
+## 8. RBAC & Scope
+
+Every federation grant has a scope object that answers three questions for every inbound request:
+
+1. **Who is acting?** — `subject_user_id` from the cert.
+2. **What resources?** — an allowlist of resource types (`tasks`, `notes`, `credentials`, `memory`, `teams/:id/tasks`, …).
+3. **Filter expression** — predicates applied on top of the subject's normal RBAC (see below).
+
+### 8.1 Scope schema
+
+```json
+{
+  "resources": ["tasks", "notes", "memory"],
+  "filters": {
+    "tasks": { "include_teams": ["team_uuid_1", "team_uuid_2"], "include_personal": true },
+    "notes": { "include_personal": true, "include_teams": [] },
+    "memory": { "include_personal": true }
+  },
+  "excluded_resources": ["credentials", "api_keys"],
+  "max_rows_per_query": 500
+}
+```
+
+### 8.2 Access rule (enforced on serving side)
+
+For every inbound federated query on resource R:
+
+1. Resolve effective identity → `subject_user_id`.
+2. Check R is in `scope.resources` and NOT in `scope.excluded_resources`. Otherwise 403.
+3. Evaluate the user's **normal RBAC** (what would they see if they logged into Server B directly)?
+4. Intersect with the scope filter (e.g., only team X, only personal).
+5. Apply `max_rows_per_query`.
+6. Return; log to audit.
+
+### 8.3 Team boundary guarantees
+
+- Scope filters are additive, never subtractive of the native RBAC. A grant cannot grant access the user would not have had themselves.
+- `include_teams` means "only these teams," not "these teams in addition to all teams."
+- `include_personal: false` hides the user's personal data entirely from federation, even if they own it — useful for work-only accounts.
+
+### 8.4 No cross-user leakage
+
+When Server B has multiple users (employees) all federating back to their own Server A:
+
+- Each employee has their own grant with their own `subject_user_id`.
+- The cert is bound to a specific grant; there is no mechanism by which one grant's cert can be used to impersonate another.
+- Audit log is per-grant.
+
+## 9. Query Model
+
+Federation exposes a **narrow read API**, not arbitrary SQL.
+
+### 9.1 Supported verbs (v1)
+
+| Verb           | Purpose                                    | Returns                         |
+| -------------- | ------------------------------------------ | ------------------------------- |
+| `list`         | Paginated list of a resource type          | Array of resources              |
+| `get`          | Fetch a single resource by id              | One resource or 404             |
+| `search`       | Keyword search within allowed resources    | Ranked list of hits             |
+| `capabilities` | What this grant is allowed to do right now | Scope object + rate-limit state |
+
+### 9.2 Not in v1
+
+- Write verbs.
+- Aggregations / analytics.
+- Streaming / subscriptions (future: see §13).
+
+### 9.3 Agent-facing integration
+
+Agents never call federation directly. Instead:
+
+- The gateway query layer accepts `source: "local" | "federated:<peer_hostname>" | "all"`.
+- `"all"` fans out in parallel, merges results, tags each with `_source`.
+- Federation results are in-memory only; the gateway does not persist them.
+
+## 10. Caching
+
+- **In-memory response cache** with short TTL (default 30s) for `list` and `get`. `search` is not cached.
+- Cache is keyed by `(grant_id, verb, resource, query_hash)`.
+- Cache is flushed on cert rotation and on grant revocation.
+- No disk cache. No cross-session cache.
+
+## 11. Bootstrap & Onboarding
+
+### 11.1 Instance capability tiers
+
+| Tier         | Storage  | Queue   | Memory   | Can federate?         |
+| ------------ | -------- | ------- | -------- | --------------------- |
+| `local`      | PGlite   | in-proc | keyword  | No                    |
+| `standalone` | Postgres | Valkey  | keyword  | No (can be client)    |
+| `federated`  | Postgres | Valkey  | pgvector | Yes (server + client) |
+
+Federation requires `federated` tier on **both** sides.
+
+### 11.2 Onboarding flow (admin-driven)
+
+1. Admin on Server B runs `mosaic federation grant create --user <user-id> --peer <peer-hostname> --scope-file scope.json`.
+2. Server B generates a `grant_id`, prints a one-time enrollment URL containing the grant ID + B's CA root fingerprint.
+3. Admin on Server A (or the user themselves, if allowed) runs `mosaic federation peer add <enrollment-url>`.
+4. Server A's Step-CA generates a CSR for the new grant. A submits the CSR to B over a short-lived enrollment endpoint (single-use token in the enrollment URL).
+5. B's Step-CA signs the cert (with grant ID embedded in SAN OIDs), returns it.
+6. A stores the signed cert + private key (encrypted) in `federation_peers`.
+7. Grant status flips from `pending` to `active` on both sides.
+8. Cert auto-renews at T-7 days using the standard Step-CA renewal flow as long as the grant remains active.
+
+### 11.3 Revocation
+
+- **Admin-initiated:** `mosaic federation grant revoke <grant-id>` on B flips status to `revoked`, adds the cert to B's CRL, and writes an audit entry.
+- **Revoke-on-delete:** Deleting a user on B automatically revokes all grants where that user is the subject.
+- Server A learns of revocation on the next request (TLS handshake fails) and flips the peer to `revoked`.
+
+### 11.4 Rate limit
+
+Default `60 req/min` per grant. Configurable per grant. Enforced at the serving side. A rate-limited request returns `429` with `Retry-After`.
+
+## 12. Operational Concerns
+
+- **Observability:** Each federation request emits an OTEL span with `grant_id`, `peer`, `verb`, `resource`, `outcome`, `latency_ms`. Traces correlate across both servers via W3C traceparent.
+- **Health check:** `mosaic federation status` on each side shows active grants, last-success times, cert expirations, and any CRL mismatches.
+- **Backpressure:** If the serving side is overloaded, it returns `503` with a structured body; the client marks the peer `degraded` and falls back to local-only until the next successful handshake.
+- **Secrets:** `client_key_pem` in `federation_peers` is encrypted with the gateway's key (sealed with the instance's master key — same mechanism as `provider_credentials`).
+- **Credentials never cross:** The `credentials` resource type is in the default excluded list. It must be explicitly added to scope (admin action, logged) and even then is per-grant and per-user.
+
+## 13. Future (post-v1)
+
+- B→A push (e.g., "notify A when a task assigned to subject changes") via Socket.IO over mTLS.
+- Mesh (N-to-N) federation.
+- Write verbs with conflict resolution.
+- Shared Step-CA (a "root of roots") so that onboarding doesn't require exchanging CA roots.
+- Federated memory search over vector indexes with homomorphic filtering.
+
+## 14. Locked Decisions (was "Open Questions")
+
+| #   | Question                                                                  | Decision                                                                                                                                       |
+| --- | ------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- |
+| 1   | What happens to a grant when its subject user is deleted?                 | **Revoke-on-delete.** All grants where the user is subject are auto-revoked and CRL'd.                                                         |
+| 2   | Do we audit read-only requests?                                           | **Yes.** All federated reads are audited on the serving side. Bodies are not captured; query hash + metadata only.                             |
+| 3   | Default rate limit?                                                       | **60 requests per minute per grant,** override-able per grant.                                                                                 |
+| 4   | How do we verify the requesting-server's identity beyond the grant token? | **X.509 client cert tied to the user,** issued by Step-CA (per-server) or locally generated. Cert subject carries `grantId` + `subjectUserId`. |
+
+### M1 decisions
+
+- **Postgres deployment:** **Containerized** alongside the gateway in M1 (Docker Compose profile). Moving to a dedicated host is a M5+ operational concern, not a v1 feature.
+- **Instance signing key:** **Separate** from the Step-CA key. Step-CA signs federation certs; the instance master key seals at-rest secrets (client keys, provider credentials). Different blast-radius, different rotation cadences.
+
+## 15. Acceptance Criteria
+
+- [ ] Two Mosaic Stack gateways on different hosts can establish a federation grant via the CLI-driven onboarding flow.
+- [ ] Server A can query Server B for `tasks`, `notes`, `memory` respecting scope filters.
+- [ ] A user on B with no grant cannot be queried by A, even if A has a valid grant for another user.
+- [ ] Revoking a grant on B causes A's next request to fail with a clear error within one request cycle.
+- [ ] Cert rotation happens automatically at T-7 days; an in-progress session survives rotation without user action.
+- [ ] Rate-limit enforcement returns 429 with `Retry-After`; client backs off.
+- [ ] With B unreachable, a session on A completes using local data and surfaces a "federation offline for `<peer>`" signal once.
+- [ ] Every federated request appears in B's `federation_audit_log` within 1 second.
+- [ ] A scope excluding `credentials` means credentials are not returnable even via `search` with matching keywords.
+- [ ] `mosaic federation status` shows cert expiry, grant status, and last success/failure per peer.
+
+## 16. Implementation Milestones (reference)
+
+Milestones live in `docs/federation/MILESTONES.md` (to be authored next). High-level:
+
+- **M1:** Server A runs `federated` tier standalone (Postgres + Valkey + pgvector, containerized). No peer yet.
+- **M2:** Step-CA embedded; `federation_grants` / `federation_peers` schema + admin CLI.
+- **M3:** Handshake + `list`/`get` verbs with scope enforcement.
+- **M4:** `search` verb, audit log, rate limits.
+- **M5:** Cache layer, offline-degradation UX, observability surfaces.
+- **M6:** Revocation flows (admin + revoke-on-delete), cert auto-renewal.
+- **M7:** Multi-user RBAC hardening on B, team-scoped grants end-to-end, acceptance suite green.
+
+---
+
+**Next step after PRD sign-off:** author `docs/federation/MILESTONES.md` with per-milestone acceptance tests and estimated token budget, then file tracking issues on `git.mosaicstack.dev/mosaicstack/stack`.

docs/federation/SETUP.md

@@ -0,0 +1,190 @@
+# Federated Tier Setup Guide
+
+## What is the federated tier?
+
+The federated tier is designed for multi-user and multi-host deployments. It consists of PostgreSQL 17 with pgvector extension (for embeddings and RAG), Valkey for distributed task queueing and caching, and a shared configuration across multiple Mosaic gateway instances. Use this tier when running Mosaic in production or when scaling beyond a single-host deployment.
+
+## Prerequisites
+
+- Docker and Docker Compose installed
+- Ports 5433 (PostgreSQL) and 6380 (Valkey) available on your host (or adjust environment variables)
+- At least 2 GB free disk space for data volumes
+
+## Start the federated stack
+
+Run the federated overlay:
+
+```bash
+docker compose -f docker-compose.federated.yml --profile federated up -d
+```
+
+This starts PostgreSQL 17 with pgvector and Valkey 8. The pgvector extension is created automatically on first boot.
+
+Verify the services are running:
+
+```bash
+docker compose -f docker-compose.federated.yml ps
+```
+
+Expected output shows `postgres-federated` and `valkey-federated` both healthy.
+
+## Configure mosaic for federated tier
+
+Create or update your `mosaic.config.json`:
+
+```json
+{
+  "tier": "federated",
+  "database": "postgresql://mosaic:mosaic@localhost:5433/mosaic",
+  "queue": "redis://localhost:6380"
+}
+```
+
+If you're using environment variables instead:
+
+```bash
+export DATABASE_URL="postgresql://mosaic:mosaic@localhost:5433/mosaic"
+export REDIS_URL="redis://localhost:6380"
+```
+
+## Verify health
+
+Run the health check:
+
+```bash
+mosaic gateway doctor
+```
+
+Expected output (green):
+
+```
+Tier: federated  Config: mosaic.config.json
+  ✓ postgres         localhost:5433       (42ms)
+  ✓ valkey           localhost:6380       (8ms)
+  ✓ pgvector         (embedded)           (15ms)
+```
+
+For JSON output (useful in CI/automation):
+
+```bash
+mosaic gateway doctor --json
+```
+
+## Troubleshooting
+
+### Port conflicts
+
+**Symptom:** `bind: address already in use`
+
+**Fix:** Stop the base dev stack first:
+
+```bash
+docker compose down
+docker compose -f docker-compose.federated.yml --profile federated up -d
+```
+
+Or change the host port with an environment variable:
+
+```bash
+PG_FEDERATED_HOST_PORT=5434 VALKEY_FEDERATED_HOST_PORT=6381 \
+  docker compose -f docker-compose.federated.yml --profile federated up -d
+```
+
+### pgvector extension error
+
+**Symptom:** `ERROR: could not open extension control file`
+
+**Fix:** pgvector is created at first boot. Check logs:
+
+```bash
+docker compose -f docker-compose.federated.yml logs postgres-federated | grep -i vector
+```
+
+If missing, exec into the container and create it manually:
+
+```bash
+docker exec <postgres-federated-id> psql -U mosaic -d mosaic -c "CREATE EXTENSION vector;"
+```
+
+### Valkey connection refused
+
+**Symptom:** `Error: connect ECONNREFUSED 127.0.0.1:6380`
+
+**Fix:** Check service health:
+
+```bash
+docker compose -f docker-compose.federated.yml logs valkey-federated
+```
+
+If Valkey is running, verify your firewall allows 6380. On macOS, Docker Desktop may require binding to `host.docker.internal` instead of `localhost`.
+
+## Key rotation (deferred)
+
+Federation peer private keys (`federation_peers.client_key_pem`) are sealed at rest using AES-256-GCM with a key derived from `BETTER_AUTH_SECRET` via SHA-256. If `BETTER_AUTH_SECRET` is rotated, all sealed `client_key_pem` values in the database become unreadable and must be re-sealed with the new key before rotation completes.
+
+The full key rotation procedure (decrypt all rows with old key, re-encrypt with new key, atomically swap the secret) is out of scope for M2. Operators must not rotate `BETTER_AUTH_SECRET` without a migration plan for all sealed federation peer keys.
+
+## OID Assignments — Mosaic Internal OID Arc
+
+Mosaic uses the private enterprise arc `1.3.6.1.4.1.99999` for custom X.509
+certificate extensions in federation grant certificates.
+
+**IMPORTANT:** This is a development/internal OID arc. Before deploying to a
+production environment accessible by external parties, register a proper IANA
+Private Enterprise Number (PEN) at <https://pen.iana.org/pen/PenApplication.page>
+and update these assignments accordingly.
+
+### Assigned OIDs
+
+| OID                   | Symbolic name                     | Description                                               |
+| --------------------- | --------------------------------- | --------------------------------------------------------- |
+| `1.3.6.1.4.1.99999.1` | `mosaic.federation.grantId`       | UUID of the `federation_grants` row authorising this cert |
+| `1.3.6.1.4.1.99999.2` | `mosaic.federation.subjectUserId` | UUID of the local user on whose behalf the cert is issued |
+
+### Encoding
+
+Each extension value is DER-encoded as an ASN.1 **UTF8String**:
+
+```
+Tag    0x0C        (UTF8String)
+Length 0x24        (36 decimal — fixed length of a UUID string)
+Value  <36 ASCII bytes of the UUID>
+```
+
+The step-ca X.509 template at `infra/step-ca/templates/federation.tpl`
+produces this encoding via the Go template expression:
+
+```
+{{ printf "\x0c\x24%s" .Token.mosaic_grant_id | b64enc }}
+```
+
+The resulting base64 value is passed as the `value` field of the extension
+object in the template JSON.
+
+### CA Environment Variables
+
+The `CaService` (`apps/gateway/src/federation/ca.service.ts`) requires the
+following environment variables at gateway startup:
+
+| Variable                       | Required | Description                                                          |
+| ------------------------------ | -------- | -------------------------------------------------------------------- |
+| `STEP_CA_URL`                  | Yes      | Base URL of the step-ca instance, e.g. `https://step-ca:9000`        |
+| `STEP_CA_PROVISIONER_PASSWORD` | Yes      | JWK provisioner password for the `mosaic-fed` provisioner            |
+| `STEP_CA_PROVISIONER_KEY_JSON` | Yes      | JSON-encoded JWK (public + private) for the `mosaic-fed` provisioner |
+| `STEP_CA_ROOT_CERT_PATH`       | Yes      | Absolute path to the step-ca root CA certificate PEM file            |
+
+Set these variables in your environment or secret manager before starting
+the gateway. In the federated Docker Compose stack they are expected to be
+injected via Docker secrets and environment variable overrides.
+
+### Fail-loud contract
+
+The CA service (and the X.509 template) are designed to fail loudly if the
+custom OIDs cannot be embedded:
+
+- The template produces a malformed extension value (zero-length UTF8String
+  body) when the JWT claims `mosaic_grant_id` or `mosaic_subject_user_id` are
+  absent. step-ca rejects the CSR rather than issuing a cert without the OIDs.
+- `CaService.issueCert()` throws a `CaServiceError` on every error path with
+  a human-readable `remediation` string. It never silently returns a cert that
+  may be missing the required extensions.

docs/federation/TASKS.md

@@ -0,0 +1,119 @@
+# Tasks — Federation v1
+
+> Single-writer: orchestrator only. Workers read but never modify.
+>
+> **Mission:** federation-v1-20260419
+> **Schema:** `| id | status | description | issue | agent | branch | depends_on | estimate | notes |`
+> **Status values:** `not-started` | `in-progress` | `done` | `blocked` | `failed` | `needs-qa`
+> **Agent values:** `codex` | `glm-5.1` | `haiku` | `sonnet` | `opus` | `—` (auto)
+>
+> **Scope of this file:** M1 is fully decomposed below. M2–M7 are placeholders pending each milestone's entry into active planning — the orchestrator expands them one milestone at a time to avoid speculative decomposition of work whose shape will depend on what M1 surfaces.
+
+---
+
+## Milestone 1 — Federated tier infrastructure (FED-M1)
+
+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 | 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)
+
+**Why over-budget:** PRD's 20K estimate reflected implementation complexity only. The per-task breakdown includes tests, review, and docs as separate tasks per the delivery cycle, which catches the real cost. The final per-milestone budgets in MISSION-MANIFEST will be updated after M1 completes with actuals.
+
+---
+
+## Pre-M2 — Test deployment infrastructure (FED-M2-DEPLOY)
+
+Goal: Two federated-tier gateways stood up on Portainer at `mos-test-1.woltje.com` and `mos-test-2.woltje.com` running the M1 release (`gateway:fed-v0.1.0-m1`). This is the test bed for M2 enrollment work and the M3 federation E2E harness. No federation logic exercised yet — pure infrastructure validation.
+
+> **Why now:** M2 enrollment requires a real second gateway to test peer-add flows; standing the test hosts up before M2 code lands gives both code and deployment streams a fast feedback loop.
+
+> **Parallelizable:** This workstream runs in parallel with the M2 code workstream (M2-01 → M2-13). They re-converge at M2-10 (E2E test).
+
+> **Tracking issue:** #482.
+
+| id                    | status      | description                                                                                                                                                                                                             | issue | agent  | branch                                | depends_on   | estimate | notes                                                                                                                                              |
+| --------------------- | ----------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----- | ------ | ------------------------------------- | ------------ | -------- | -------------------------------------------------------------------------------------------------------------------------------------------------- |
+| FED-M2-DEPLOY-01      | done        | Verify `gateway:fed-v0.1.0-m1` image was published by `.woodpecker/publish.yml` on tag push; if not, investigate and remediate. Document image URI in deployment artifact.                                              | #482  | sonnet | (verified inline, no PR)              | —            | 2K       | Tag exists; digest `sha256:9b72e202a9eecc27d31920b87b475b9e96e483c0323acc57856be4b1355db1ec` captured for digest-pinned deploys.                   |
+| FED-M2-DEPLOY-02      | done        | Author Portainer git-stack compose file `deploy/portainer/federated-test.stack.yml` (gateway + PG-pgvector + Valkey, env-driven). Use immutable tag, not `latest`.                                                      | #482  | sonnet | feat/federation-deploy-stack-template | DEPLOY-01    | 5K       | Shipped in PR #485. Digest-pinned. Env: STACK_NAME, HOST_FQDN, POSTGRES_PASSWORD, BETTER_AUTH_SECRET, BETTER_AUTH_URL.                             |
+| FED-M2-DEPLOY-IMG-FIX | in-progress | Gateway image runtime broken (ERR_MODULE_NOT_FOUND for `dotenv`); Dockerfile copies `.pnpm/` store but not `apps/gateway/node_modules` symlinks. Switch to `pnpm deploy` for self-contained runtime.                    | #482  | sonnet | (subagent in flight)                  | DEPLOY-02    | 4K       | Subagent `a78a9ab0ddae91fbc` in flight. Triggers Kaniko rebuild on merge; capture new digest; bump stack template in follow-up PR before redeploy. |
+| FED-M2-DEPLOY-03      | blocked     | Deploy stack to mos-test-1.woltje.com via `~/.config/mosaic/tools/portainer/`. Verify M1 acceptance: federated-tier boot succeeds; `mosaic gateway doctor --json` returns green; pgvector `vector(3)` round-trip works. | #482  | sonnet | feat/federation-deploy-test-1         | IMG-FIX      | 3K       | Stack created on Portainer endpoint 3 (Swarm `local`), but blocked on image fix. Container fails on boot until IMG-FIX merges + redeploy.          |
+| FED-M2-DEPLOY-04      | blocked     | Deploy stack to mos-test-2.woltje.com via Portainer wrapper. Same M1 acceptance probes as DEPLOY-03.                                                                                                                    | #482  | sonnet | feat/federation-deploy-test-2         | IMG-FIX      | 3K       | Same status as DEPLOY-03. Stack created; blocked on image fix.                                                                                     |
+| FED-M2-DEPLOY-05      | not-started | Document deployment in `docs/federation/TEST-INFRA.md`: hosts, image tags, secrets sourcing, redeploy procedure, teardown. Update MISSION-MANIFEST with deployment status.                                              | #482  | haiku  | feat/federation-deploy-docs           | DEPLOY-03,04 | 3K       | Operator-facing doc; mentions but does not duplicate `tools/portainer/README.md`.                                                                  |
+
+**Deploy workstream estimate:** ~16K tokens
+
+---
+
+## Milestone 2 — Step-CA + grant schema + admin CLI (FED-M2)
+
+Goal: An admin can create a federation grant; counterparty enrolls; cert is signed by Step-CA with SAN OIDs for `grantId` + `subjectUserId`. No runtime federation traffic flows yet (that's M3).
+
+| id        | status      | description                                                                                                                                                                                      | issue | agent  | branch                             | depends_on       | estimate | notes                                                                                                                                                                                                                                                                                                                                                                                                 |
+| --------- | ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----- | ------ | ---------------------------------- | ---------------- | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| FED-M2-01 | needs-qa    | DB migration: `federation_grants`, `federation_peers`, `federation_audit_log` tables + enum types (`grant_status`, `peer_state`). Drizzle schema + migration generation; migration tests.        | #461  | sonnet | feat/federation-m2-schema          | —                | 5K       | PR #486 open. First review NEEDS CHANGES (missing DESC indexes + reserved cols). Remediation subagent `a673dd9355dc26f82` in flight in worktree `agent-a4404ac1`.                                                                                                                                                                                                                                     |
+| FED-M2-02 | not-started | Add Step-CA sidecar to `docker-compose.federated.yml`: official `smallstep/step-ca` image, persistent CA volume, JWK provisioner config baked into init script.                                  | #461  | sonnet | feat/federation-m2-stepca          | DEPLOY-02        | 4K       | Profile-gated under `federated`. CA password from secret; dev compose uses dev-only password file.                                                                                                                                                                                                                                                                                                    |
+| FED-M2-03 | not-started | Scope JSON schema + validator: `resources` allowlist, `excluded_resources`, `include_teams`, `include_personal`, `max_rows_per_query`. Vitest unit tests for valid + invalid scopes.             | #461  | sonnet | feat/federation-m2-scope-schema    | —                | 4K       | Validator independent of CA — reusable from grant CRUD + (later) M3 scope enforcement.                                                                                                                                                                                                                                                                                                                |
+| FED-M2-04 | not-started | `apps/gateway/src/federation/ca.service.ts`: Step-CA client (CSR submission, OID-bearing cert retrieval). Mocked + integration tests against real Step-CA container.                             | #461  | sonnet | feat/federation-m2-ca-service      | M2-02            | 6K       | SAN OIDs: `grantId` (custom OID 1.3.6.1.4.1.99999.1) + `subjectUserId` (1.3.6.1.4.1.99999.2). Document OID assignments in PRD/SETUP. **Acceptance**: must (a) wire `federation.tpl` template into `mosaic-fed` provisioner config and (b) include a unit/integration test asserting issued certs contain BOTH OIDs — fails-loud guard against silent OID stripping (carry-forward from M2-02 review). |
+| FED-M2-05 | not-started | Sealed storage for `client_key_pem` reusing existing `provider_credentials` sealing key. Tests prove DB-at-rest is ciphertext, not PEM. Key rotation path documented (deferred impl).            | #461  | sonnet | feat/federation-m2-key-sealing     | M2-01            | 5K       | Separate from M2-06 to keep crypto seam isolated; reviewer focus is sealing only.                                                                                                                                                                                                                                                                                                                     |
+| FED-M2-06 | not-started | `grants.service.ts`: CRUD + status transitions (`pending` → `active` → `revoked`); integrates M2-03 (scope) + M2-05 (sealing). Unit tests cover all transitions including invalid ones.          | #461  | sonnet | feat/federation-m2-grants-service  | M2-03, M2-05     | 6K       | Business logic only — CSR + cert work delegated to M2-04. Revocation handler is M6.                                                                                                                                                                                                                                                                                                                   |
+| FED-M2-07 | not-started | `enrollment.controller.ts`: short-lived single-use token endpoint; CSR signing; updates grant `pending` → `active`; emits enrollment audit (table-only write, M4 tightens).                      | #461  | sonnet | feat/federation-m2-enrollment      | M2-04, M2-06     | 6K       | Tokens single-use with 410 on replay; tokens TTL'd at 15min; rate-limited at request layer (M4 introduces guard, M2 uses simple lock).                                                                                                                                                                                                                                                                |
+| FED-M2-08 | not-started | Admin CLI: `mosaic federation grant create/list/show` + `peer add/list`. Integration with grants.service (no API duplication). Help output + machine-readable JSON option.                       | #461  | sonnet | feat/federation-m2-cli             | M2-06, M2-07     | 7K       | `peer add <enrollment-url>` is the client-side flow; resolves enrollment URL → CSR → store sealed key + cert.                                                                                                                                                                                                                                                                                         |
+| FED-M2-09 | not-started | Integration tests covering MILESTONES.md M2 acceptance tests #1, #2, #3, #5, #7, #8 (single-gateway suite). Real Step-CA container; vitest profile gated by `FEDERATED_INTEGRATION=1`.           | #461  | sonnet | feat/federation-m2-integration     | M2-08            | 8K       | Tests #4 (cert OID match) + #6 (two-gateway peer-add) handled separately by M2-10 (E2E).                                                                                                                                                                                                                                                                                                              |
+| FED-M2-10 | not-started | E2E test against deployed mos-test-1 + mos-test-2 (or local two-gateway docker-compose if Portainer not ready): MILESTONES test #6 `peer add` yields `active` peer record with valid cert + key. | #461  | sonnet | feat/federation-m2-e2e             | M2-08, DEPLOY-04 | 6K       | Falls back to local docker-compose-two-gateways if remote test hosts not yet available. Documents both paths.                                                                                                                                                                                                                                                                                         |
+| FED-M2-11 | not-started | Independent security review (sonnet, not author of M2-04/05/06/07): focus on single-use token replay, sealing leak surfaces, OID match enforcement, scope schema bypass paths.                   | #461  | sonnet | feat/federation-m2-security-review | M2-10            | 8K       | Apply M1 two-round pattern. Reviewer should explicitly attempt enrollment-token replay, OID-spoofing CSR, and key leak in error messages.                                                                                                                                                                                                                                                             |
+| FED-M2-12 | not-started | Docs update: `docs/federation/SETUP.md` Step-CA section; new `docs/federation/ADMIN-CLI.md` with grant/peer commands; scope schema reference; OID registration note. Runbook still M7-deferred.  | #461  | haiku  | feat/federation-m2-docs            | M2-11            | 4K       | Adds CA bootstrap section to SETUP.md with `docker compose --profile federated up step-ca` example.                                                                                                                                                                                                                                                                                                   |
+| FED-M2-13 | not-started | PR aggregate close, CI green, merge to main, close #461. Release tag `fed-v0.2.0-m2`. Mark deploy stream complete. Update mission manifest M2 row.                                               | #461  | sonnet | feat/federation-m2-close           | M2-12            | 3K       | Same close pattern as M1-12; queue-guard before merge; tea release-create with notes including deploy-stream PRs.                                                                                                                                                                                                                                                                                     |
+
+**M2 code workstream estimate:** ~72K tokens (vs MILESTONES.md 30K — same over-budget pattern as M1, where per-task breakdown including tests/review/docs catches the real cost).
+
+**Deploy + code combined:** ~88K tokens.
+
+## Milestone 3 — mTLS handshake + list/get + scope enforcement (FED-M3)
+
+_Deferred. Issue #462._
+
+## Milestone 4 — search + audit + rate limit (FED-M4)
+
+_Deferred. Issue #463._
+
+## Milestone 5 — cache + offline + OTEL (FED-M5)
+
+_Deferred. Issue #464._
+
+## Milestone 6 — revocation + auto-renewal + CRL (FED-M6)
+
+_Deferred. Issue #465._
+
+## Milestone 7 — multi-user hardening + acceptance suite (FED-M7)
+
+_Deferred. Issue #466._
+
+---
+
+## Execution Notes
+
+**Agent assignment rationale:**
+
+- `codex` for most implementation tasks (OpenAI credit pool preferred for feature code)
+- `sonnet` for tests (pattern-based, moderate complexity), `doctor` work (cross-cutting), and independent code review
+- `haiku` for docs and the standalone regression canary (cheapest tier for mechanical/verification work)
+- No `opus` in M1 — save for cross-cutting architecture decisions if they surface later
+
+**Branch strategy:** Each task gets its own feature branch off `main`. Tasks within a milestone merge in dependency order. Final aggregate PR (FED-M1-12) isn't a branch of its own — it's the merge of the last upstream task that closes the issue.
+
+**Queue guard:** Every push and every merge in this mission must run `~/.config/mosaic/tools/git/ci-queue-wait.sh --purpose push|merge` per Mosaic hard gate #6.

docs/guides/migrate-tier.md

@@ -0,0 +1,147 @@
+# Migrating to the Federated Tier
+
+Step-by-step guide to migrate from `local` (PGlite) or `standalone` (PostgreSQL without pgvector) to `federated` (PostgreSQL 17 + pgvector + Valkey).
+
+## When to migrate
+
+Migrate to federated tier when:
+
+- Scaling from single-user to multi-user deployments
+- Adding vector embeddings or RAG features
+- Running Mosaic across multiple hosts
+- Requires distributed task queueing and caching
+- Moving to production with high availability
+
+## Prerequisites
+
+- Federated stack running and healthy (see [Federated Tier Setup](../federation/SETUP.md))
+- Source database accessible and empty target database at the federated URL
+- Backup of source database (recommended before any migration)
+
+## Dry-run first
+
+Always run a dry-run to validate the migration:
+
+```bash
+mosaic storage migrate-tier --to federated \
+  --target-url postgresql://mosaic:mosaic@localhost:5433/mosaic \
+  --dry-run
+```
+
+Expected output (partial example):
+
+```
+[migrate-tier] Analyzing source tier: pglite
+[migrate-tier] Analyzing target tier: federated
+[migrate-tier] Precondition: target is empty ✓
+  users: 5 rows
+  teams: 2 rows
+  conversations: 12 rows
+  messages: 187 rows
+  ... (all tables listed)
+[migrate-tier] NOTE: Source tier has no pgvector support. insights.embedding will be NULL on all migrated rows.
+[migrate-tier] DRY-RUN COMPLETE (no data written). 206 total rows would be migrated.
+```
+
+Review the output. If it shows an error (e.g., target not empty), address it before proceeding.
+
+## Run the migration
+
+When ready, run without `--dry-run`:
+
+```bash
+mosaic storage migrate-tier --to federated \
+  --target-url postgresql://mosaic:mosaic@localhost:5433/mosaic \
+  --yes
+```
+
+The `--yes` flag skips the confirmation prompt (required in non-TTY environments like CI).
+
+The command will:
+
+1. Acquire an advisory lock (blocks concurrent invocations)
+2. Copy data from source to target in dependency order
+3. Report rows migrated per table
+4. Display any warnings (e.g., null vector embeddings)
+
+## What gets migrated
+
+All persistent, user-bound data is migrated in dependency order:
+
+- **users, teams, team_members** — user and team ownership
+- **accounts** — OAuth provider tokens (durable credentials)
+- **projects, agents, missions, tasks** — all project and agent definitions
+- **conversations, messages** — all chat history
+- **preferences, insights, agent_logs** — preferences and observability
+- **provider_credentials** — stored API keys and secrets
+- **tickets, events, skills, routing_rules, appreciations** — auxiliary records
+
+Full order is defined in code (`MIGRATION_ORDER` in `packages/storage/src/migrate-tier.ts`).
+
+## What gets skipped and why
+
+Three tables are intentionally not migrated:
+
+| Table             | Reason                                                                                          |
+| ----------------- | ----------------------------------------------------------------------------------------------- |
+| **sessions**      | TTL'd auth sessions from the old environment; they will fail JWT verification on the new target |
+| **verifications** | One-time tokens (email verify, password reset) that have either expired or been consumed        |
+| **admin_tokens**  | Hashed tokens bound to the old environment's secret keys; must be re-issued                     |
+
+**Note on accounts and provider_credentials:** These durable credentials ARE migrated because they are user-bound and required for resuming agent work on the target environment. After migration to a multi-tenant federated deployment, operators may want to audit or wipe these if users are untrusted or credentials should not be shared.
+
+## Idempotency and concurrency
+
+The migration is **idempotent**:
+
+- Re-running is safe (uses `ON CONFLICT DO UPDATE` internally)
+- Ideal for retries on transient failures
+- Concurrent invocations are blocked by a Postgres advisory lock; the second caller will wait
+
+If a previous run is stuck, check for advisory locks:
+
+```sql
+SELECT * FROM pg_locks WHERE locktype='advisory';
+```
+
+If you need to force-unlock (dangerous):
+
+```sql
+SELECT pg_advisory_unlock(<lock_id>);
+```
+
+## Verify the migration
+
+After migration completes, spot-check the target:
+
+```bash
+# Count rows on a few critical tables
+psql postgresql://mosaic:mosaic@localhost:5433/mosaic -c \
+  "SELECT 'users' as table, COUNT(*) FROM users UNION ALL
+   SELECT 'conversations' as table, COUNT(*) FROM conversations UNION ALL
+   SELECT 'messages' as table, COUNT(*) FROM messages;"
+```
+
+Verify a known user or project exists by ID:
+
+```bash
+psql postgresql://mosaic:mosaic@localhost:5433/mosaic -c \
+  "SELECT id, email FROM users WHERE email='<your-email>';"
+```
+
+Ensure vector embeddings are NULL (if source was PGlite) or populated (if source was postgres + pgvector):
+
+```bash
+psql postgresql://mosaic:mosaic@localhost:5433/mosaic -c \
+  "SELECT embedding IS NOT NULL as has_vector FROM insights LIMIT 5;"
+```
+
+## Rollback
+
+There is no in-place rollback. If the migration fails:
+
+1. Restore the target database from a pre-migration backup
+2. Investigate the failure logs
+3. Rerun the migration
+
+Always test migrations in a staging environment first.

docs/guides/user-guide.md

@@ -165,7 +165,13 @@ The `mosaic` CLI provides a terminal interface to the same gateway API.
 Install via the Mosaic installer:
 
 ```bash
-bash <(curl -fsSL https://git.mosaicstack.dev/mosaicstack/mosaic-stack/raw/branch/main/tools/install.sh)
+curl -fsSL https://mosaicstack.dev/install.sh | bash
+```
+
+Or use the direct URL:
+
+```bash
+bash <(curl -fsSL https://git.mosaicstack.dev/mosaicstack/stack/raw/branch/main/tools/install.sh)
 ```
 
 The installer places the `mosaic` binary at `~/.npm-global/bin/mosaic`. Flags for

docs/scratchpads/mvp-20260312.md

@@ -266,3 +266,349 @@ Issues closed: #52, #55, #57, #58, #120-#134
 **P8-018 closed:** Spin-off stubs created (gatekeeper-service.md, task-queue-unification.md, chroot-sandboxing.md)
 
 **Next:** Begin execution at Wave 1 — P8-007 (DB migrations) + P8-008 (Types) in parallel.
+
+---
+
+### Session 15 — 2026-04-19 — MVP Rollup Manifest Authored
+
+| Session | Date       | Milestone      | Tasks Done                                                                | Outcome                                                                                                                                                                |
+| ------- | ---------- | -------------- | ------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| 15      | 2026-04-19 | (rollup-level) | MVP-T01 (manifest), MVP-T02 (archive iuv-v2), MVP-T03 (land FED planning) | Authored MVP rollup manifest at `docs/MISSION-MANIFEST.md`. Federation v1 planning merged to `main` (PR #468 / commit `66512550`). Install-ux-v2 archived as complete. |
+
+**Gap context:** The MVP scratchpad was last updated at Session 14 (2026-03-15). In the intervening month, two sub-missions ran outside the MVP framework: `install-ux-hardening` (complete, `mosaic-v0.0.25`) and `install-ux-v2` (complete on 2026-04-19, `0.0.27` → `0.0.29`). Both archived under `docs/archive/missions/`. The phase-based execution from Sessions 1–14 (Phases 0–8, issues #1–#172) substantially shipped during this window via those sub-missions and standalone PRs — the MVP mission was nominally active but had no rollup manifest tracking it.
+
+**User reframe (this session):**
+
+> There will be more in the MVP. This will inevitably become scope creep. I need a solution that works via webUI, TUI, CLI, and just works for MVP. Federation is required because I need it to work NOW, so my disparate jarvis-brain usage can be consolidated properly.
+
+**Decisions:**
+
+1. **MVP is the rollup mission**, not a single-purpose mission. Federation v1 is one workstream of MVP, not MVP itself. Phase 0–8 work is preserved as historical context but is no longer the primary control plane.
+2. **Three-surface parity (webUI / TUI / CLI) is a cross-cutting MVP requirement** (MVP-X1), not a workstream. Encoded explicitly so it can't be silently dropped.
+3. **Scope creep is named and accommodated.** Manifest has explicit "Likely Additional Workstreams" section listing PRD-derived candidates without committing execution capacity to them.
+4. **Workstream isolation** — each workstream gets its own manifest under `docs/{workstream}/MISSION-MANIFEST.md`. MVP manifest is rollup only.
+5. **Archive-don't-delete** — install-ux-v2 manifest moved to `docs/archive/missions/install-ux-v2-20260405/` with status corrected to `complete` (IUV-M03 closeout note added pointing at PR #446 + releases 0.0.27 → 0.0.29).
+6. **Federation planning landed first** — PR #468 merged before MVP manifest authored, so the manifest references real on-`main` artifacts.
+
+**Open items:**
+
+- `.mosaic/orchestrator/mission.json` MVP slot remains empty (zero milestones). Tracked as MVP-T04. Defer until next session — does not block W1 kickoff. Open question: hand-edit vs. `mosaic coord init` reinit.
+- Additional workstreams (web dashboard parity, TUI/CLI completion, remote control, multi-user/SSO, LLM provider expansion, MCP, brain) anticipated per PRD but not declared. Pre-staged in manifest's "Likely Additional Workstreams" list.
+
+**Artifacts this session:**
+
+| Artifact                                                                               | Status                                                                                     |
+| -------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------ |
+| PR #468 (`docs(federation): PRD, milestones, mission manifest, and M1 task breakdown`) | merged 2026-04-19 → `main` (commit `66512550`)                                             |
+| `docs/MISSION-MANIFEST.md` (MVP rollup, replaces install-ux-v2 manifest)               | authored on `docs/mvp-mission-manifest` branch                                             |
+| `docs/TASKS.md` (MVP rollup, points at workstream task files)                          | authored                                                                                   |
+| Install-ux-v2 manifest + tasks + scratchpad + iuv-m03-design                           | moved to `docs/archive/missions/install-ux-v2-20260405/` with status corrected to complete |
+
+**Next:** PR `docs/mvp-mission-manifest` → merge to `main` → next session begins W1 / FED-M1 from clean state.
+
+---
+
+## Session 16 — 2026-04-19 — claude
+
+**Mode:** Delivery (W1 / FED-M1 execution)
+**Branch:** `feat/federation-m1-tier-config`
+**Context budget:** 200K, currently ~45% used (compaction-aware)
+
+**Goal:** FED-M1-01 — extend `mosaic.config.json` schema: add `"federated"` to tier enum.
+
+**Critical reconciliation surfaced during pre-flight:**
+
+The federation PRD (`docs/federation/PRD.md` line 247) defines three tiers: `local | standalone | federated`.
+The existing code (`packages/config/src/mosaic-config.ts`, `packages/mosaic/src/types.ts`, `packages/mosaic/src/stages/gateway-config.ts`) uses `local | team`.
+
+`team` is the same conceptual tier as PRD `standalone` (Postgres + Valkey, no pgvector). Rather than carrying a confusing alias forever, FED-M1-01 will rename `team` → `standalone` and add `federated` as a third value, so all downstream federation work has a coherent vocabulary.
+
+Affected files (storage-tier semantics only — Team/workspace usages unaffected):
+
+- `packages/config/src/mosaic-config.ts` (StorageTier type, validator enum, defaults)
+- `packages/mosaic/src/types.ts` (GatewayStorageTier)
+- `packages/mosaic/src/stages/gateway-config.ts` (~10 references)
+- `packages/mosaic/src/stages/gateway-config.spec.ts` (test references)
+- Possibly `tools/e2e-install-test.sh` (referenced grep) and headless env hint string
+
+**Worker plan:**
+
+1. Spawn sonnet subagent with explicit task spec + the reconciliation context above.
+2. Worker delivers diff; orchestrator runs `pnpm typecheck && pnpm lint && pnpm format:check`.
+3. Independent `feature-dev:code-reviewer` subagent reviews diff.
+4. Second independent verification subagent (general-purpose, sonnet) verifies reviewer's claims and confirms all `'team'` storage-tier references migrated, no `Team`/workspace bleed.
+5. Open PR via tea CLI; wait for CI; queue-guard; squash merge; record actuals.
+
+**Open items:**
+
+- `MVP-T04` (sync `.mosaic/orchestrator/mission.json`) still deferred.
+- `team` tier rename touches install wizard headless env vars (`MOSAIC_STORAGE_TIER=team`); will need 0.0.x deprecation note in scratchpad if release notes are written this milestone.
+
+---
+
+## Session 17 — 2026-04-19 — claude
+
+**Mode:** Delivery (W1 / FED-M1 execution; resumed after compaction)
+**Branches landed this run:** `feat/federation-m1-tier-config` (PR #470), `feat/federation-m1-compose` (PR #471), `feat/federation-m1-pgvector` (PR #472)
+**Branch active at end:** `feat/federation-m1-detector` (FED-M1-04, ready to push)
+
+**Tasks closed:** FED-M1-01, FED-M1-02, FED-M1-03 (all merged to `main` via squash, CI green, issue #460 still open as milestone).
+
+**FED-M1-04 — tier-detector:** Worker delivered `apps/gateway/src/bootstrap/tier-detector.ts` (~210 lines) + `tier-detector.spec.ts` (12 tests). Independent code review (sonnet) returned `changes-required` with 3 issues:
+
+1. CRITICAL: `probeValkey` missing `connectTimeout: 5000` on the ioredis Redis client (defaulted to 10s, violated fail-fast spec).
+2. IMPORTANT: `probePgvector` catch block did not discriminate "library not installed" (use `pgvector/pgvector:pg17`) from permission errors.
+3. IMPORTANT: Federated tier silently skipped Valkey probe when `queue.type !== 'bullmq'` (computed Valkey URL conditionally).
+
+Worker fix-up round addressed all three:
+
+- L147: `connectTimeout: 5000` added to Redis options
+- L113-117: catch block branches on `extension "vector" is not available` substring → distinct remediation per failure mode
+- L206-215: federated branch fails fast with `service: 'config'` if `queue.type !== 'bullmq'`, then probes Valkey unconditionally
+- 4 new tests (8 → 12 total) cover each fix specifically
+
+Independent verifier (haiku) confirmed all 6 verification claims (line numbers, test presence, suite green: 12/12 PASS).
+
+**Process note — review pipeline working as designed:**
+
+Initial verifier (haiku) on the first delivery returned "OK to ship" but missed the 3 deeper issues that the sonnet code-reviewer caught. This validates the user's "always verify subagent claims independently with another subagent" rule — but specifically with the **right tier** for the task: code review needs sonnet-level reasoning, while haiku is fine for verifying surface claims (line counts, file existence) once review issues are known. Going forward: code review uses sonnet (`feature-dev:code-reviewer`), claim verification uses haiku.
+
+**Followup tasks tracked but deferred:**
+
+- #7: `tier=local` hardcoded in gateway-config resume branches (~262, ~317) — pre-existing bug, fix during M1-06 (doctor) or M1-09 (regression).
+- #8: confirm `packages/config/dist` not git-tracked.
+
+**Next:** PR for FED-M1-04 → CI wait → merge. Then FED-M1-05 (migration script, codex/sonnet, 10K).
+
+---
+
+## Session 18 — 2026-04-19 — FED-M1-07 + FED-M1-08
+
+**Branches landed this run:** `feat/federation-m1-integration` (PR #476, FED-M1-07), `feat/federation-m1-migrate-test` (PR #477, FED-M1-08)
+**Branch active at end:** none — both PRs merged to main, branches deleted
+
+**M1 progress:** 8 of 12 tasks done. Remaining: M1-09 (regression e2e, haiku), M1-10 (security review, sonnet), M1-11 (docs, haiku), M1-12 (close + release, orchestrator).
+
+### FED-M1-07 — Integration tests for federated tier gateway boot
+
+Three test files under `apps/gateway/src/__tests__/integration/` gated by `FEDERATED_INTEGRATION=1`:
+
+- `federated-boot.success.integration.test.ts` — `detectAndAssertTier` resolves; `pg_extension` row for `vector` exists
+- `federated-boot.pg-unreachable.integration.test.ts` — throws `TierDetectionError` with `service: 'postgres'` when PG port is closed
+- `federated-pgvector.integration.test.ts` — TEMP table with `vector(3)` column round-trips data
+
+Independent code review (sonnet) returned VERDICT: B with two IMPORTANT items, both fixed in the same PR:
+
+- Port 5499 collision risk → replaced with `net.createServer().listen(0)` reserved-port helper
+- `afterAll` and `sql` scoped outside `describe` → moved both inside `describe.skipIf` block
+
+Independent surface verifier (haiku) confirmed all claims. 4/4 tests pass live; 4/4 skip cleanly without env var.
+
+### FED-M1-08 — Migration integration test (caught real P0 bug)
+
+`packages/storage/src/migrate-tier.integration.test.ts` seeds temp PGlite with cross-table data (users, teams, team_members, conversations, messages), runs `runMigrateTier`, asserts row counts + spot-checks. Gated by `FEDERATED_INTEGRATION=1`.
+
+**P0 bug surfaced and fixed in same PR:** `DrizzleMigrationSource.readTable()` returns Drizzle's camelCase keys (`emailVerified`, `userId`); `PostgresMigrationTarget.upsertBatch()` was using them verbatim as SQL identifiers, producing `column "emailVerified" does not exist` against real federated PG. The 32 unit tests in M1-05 missed this because both source and target were mocked. Fix: `normaliseSourceRow` now applies `toSnakeCase` (`/[A-Z]/g` → `_<lowercase>`), idempotent on already-snake_case keys.
+
+Code review (sonnet) returned VERDICT: B with one IMPORTANT and one MINOR, both fixed:
+
+- `createPgliteDbWithVector` and `runPgliteMigrations` were initially added to `@mosaicstack/db` public exports → moved to `packages/storage/src/test-utils/pglite-with-vector.ts` (avoids polluting prod consumers with WASM bundle)
+- `afterAll` did not call `cleanTarget` → added before connection close, ensuring orphan rows cleaned even on test panic
+
+Side change: `packages/storage/package.json` gained `"type": "module"` (codebase convention; required for `import.meta.url` in test-utils). All other workspace packages already declared this.
+
+### Process notes for this session
+
+- Review-then-verify pipeline now battle-tested: M1-08 reviewer caught the P0 bug + the public-API leak that the worker would have shipped. Without review, both would have gone to main.
+- Integration tests are paying for themselves immediately: M1-08 caught a real P0 in M1-05 that 32 mocked unit tests missed. Going forward, **at least one real-services integration test per code-mutating PR** should become a soft norm where feasible.
+- TASKS.md status updates continue to ride on the matching feature branch (avoids direct-to-main commits).
+
+**Followup tasks tracked but still deferred (no change):**
+
+- #7: `tier=local` hardcoded in gateway-config resume branches (~262, ~317)
+- #8: confirm `packages/config/dist` not git-tracked
+
+**Next:** FED-M1-09 — standalone regression e2e (haiku canary, ~4K). Verifies that the existing `standalone` tier behavior still works end-to-end on the federation-touched build, since M1 changes touched shared paths (storage, config, gateway boot).
+
+---
+
+## Session 19 — 2026-04-19 — FED-M1-09 → FED-M1-12 (M1 close)
+
+**Branches landed this run:** `feat/federation-m1-regression` (PR #478, M1-09), `feat/federation-m1-security-review` (PR #479, M1-10), `feat/federation-m1-docs` (PR #480, M1-11), `feat/federation-m1-close` (PR #481, M1-12)
+**Branch active at end:** none — M1 closed, all branches deleted, issue #460 closed, release tag `fed-v0.1.0-m1` published
+
+**M1 progress:** 12 of 12 tasks done. **Milestone complete.**
+
+### FED-M1-09 — Standalone regression canary
+
+Verification-only milestone. Re-ran the existing standalone/local test suites against current `main` (with M1-01 → M1-08 merged):
+
+- 4 target gateway test files: 148/148 pass (conversation-persistence, cross-user-isolation, resource-ownership, session-hardening)
+- Full gateway suite: 351 pass, 4 skipped (FEDERATED_INTEGRATION-gated only)
+- Storage unit tests: 85 pass, 1 skipped (integration-gated)
+- Top-level `pnpm test`: all green; only env-gated skips
+
+No regression in standalone or local tier. Federation M1 changes are non-disruptive.
+
+### FED-M1-10 — Security review (two rounds, 7 findings)
+
+Independent security review surfaced three high-impact and four medium findings; all fixed in same PR.
+
+**Round 1 (4 findings):**
+
+- MEDIUM: Credential leak via `postgres`/`ioredis` driver error messages (DSN strings) re-thrown by `migrate-tier.ts` → caller; `cli.ts:402` outer catch
+- MEDIUM: Same leak in `tier-detection.ts` `probePostgresMeasured` / `probePgvectorMeasured` → emitted as JSON by `mosaic gateway doctor --json`
+- LOW-MEDIUM: No advisory lock on `migrate-tier`; two concurrent invocations could both pass `checkTargetPreconditions` (non-atomic) and race
+- ADVISORY: `SKIP_TABLES` lacked rationale comment
+
+**Fixes:**
+
+- New internal helper `packages/storage/src/redact-error.ts` — regex `(postgres(?:ql)?|rediss?):\/\/[^@\s]*@` → `<scheme>://***@`. NOT exported from package public surface. 10 unit tests covering all schemes, multi-URL, no-creds, case-insensitive.
+- `redactErrMsg` applied at all 5 leak sites
+- `PostgresMigrationTarget.tryAcquireAdvisoryLock()` / `releaseAdvisoryLock()` using session-scoped `pg_try_advisory_lock(hashtext('mosaic-migrate-tier'))`. Acquired before preflight, released in `finally`. Dry-run skips. Non-blocking.
+- `SKIP_TABLES` comment expanded with rationale for skipped tables (TTL'd / one-time / env-bound) AND why `accounts` (OAuth) and `provider_credentials` (AI keys) are intentionally migrated (durable user-bound, not deployment-bound).
+
+**Round 2 (3 findings missed by first round):**
+
+- HIGH: Round 1 regex only covered `postgres` scheme, not `redis`/`rediss` — extended to `(postgres(?:ql)?|rediss?)`
+- HIGH: `probeValkeyMeasured` was missed in Round 1 → applied `redactErrMsg`
+- MEDIUM: `cli.ts:402` migrate-tier outer catch was missed in Round 1 → applied `redactErrMsg`
+
+**Process validation:** the two-round review pattern proved load-bearing for security work. A single review-then-fix cycle would have shipped the Valkey credential leak.
+
+### FED-M1-11 — Docs (haiku)
+
+- `docs/federation/SETUP.md` (119 lines): federated tier setup — what it is, prerequisites, docker compose start, mosaic.config.json snippet, doctor health check, troubleshooting
+- `docs/guides/migrate-tier.md` (147 lines): when to migrate, dry-run first, what migrates/skips with rationale, idempotency + advisory-lock semantics, no in-place rollback
+- `README.md` Configuration blurb linking to both
+- Runbook deferred to FED-M7 per TASKS.md scope rule
+
+### FED-M1-12 — Aggregate close (this PR)
+
+- Marked M1-12 done in TASKS.md
+- MISSION-MANIFEST.md: phase → "M1 complete", progress 1/7, M1 row done with PR range #470-#481, session log appended
+- This Session 19 entry added
+- Issue #460 closed via `~/.config/mosaic/tools/git/issue-close.sh -i 460`
+- Release tag `fed-v0.1.0-m1` created and pushed to gitea
+
+### M1 PR ledger
+
+| PR   | Task                                      | Branch                             |
+| ---- | ----------------------------------------- | ---------------------------------- |
+| #470 | M1-01 (tier config schema)                | feat/federation-m1-tier-config     |
+| #471 | M1-02 (compose overlay)                   | feat/federation-m1-compose         |
+| #472 | M1-03 (pgvector adapter)                  | feat/federation-m1-pgvector        |
+| #473 | M1-04 (tier-detector)                     | feat/federation-m1-detector        |
+| #474 | M1-05 (migrate-tier script)               | feat/federation-m1-migrate         |
+| #475 | M1-06 (gateway doctor)                    | feat/federation-m1-doctor          |
+| #476 | M1-07 (boot integration tests)            | feat/federation-m1-integration     |
+| #477 | M1-08 (migrate integration test + P0 fix) | feat/federation-m1-migrate-test    |
+| #478 | M1-09 (standalone regression)             | feat/federation-m1-regression      |
+| #479 | M1-10 (security review fixes)             | feat/federation-m1-security-review |
+| #480 | M1-11 (docs)                              | feat/federation-m1-docs            |
+| #481 | M1-12 (aggregate close)                   | feat/federation-m1-close           |
+
+### Process learnings (M1 retrospective)
+
+1. **Two-round security review is non-negotiable for security work.** First round caught postgres credential leaks; second round caught equivalent valkey leaks the worker missed when extending the regex. Single-round would have shipped HIGH severity issues.
+2. **Real-services integration tests catch what mocked unit tests cannot.** M1-08 caught a P0 in M1-05 (camelCase column names) that 32 mocked unit tests missed because both source and target were mocked. Going forward: at least one real-services test per code-mutating PR where feasible.
+3. **Test-utils for live services co-locate with consumer, not in shared library.** M1-08 reviewer caught `createPgliteDbWithVector` initially being added to `@mosaicstack/db` public exports — would have polluted prod consumers with WASM bundle. Moved to `packages/storage/src/test-utils/`.
+4. **Per-task budgets including tests/review/docs more accurate than PRD's implementation-only estimates.** M1 PRD estimated 20K; actual ~74K. Future milestones should budget the full delivery cycle.
+5. **TASKS.md status updates ride feature branches, never direct-to-main.** Caught one violation early in M1; pattern held for all 12 tasks.
+6. **Subagent tier matters.** Code review needs sonnet-level reasoning (haiku missed deep issues in M1-04); claim verification (line counts, file existence) is fine on haiku.
+
+**Followup tasks still deferred (carry forward to M2):**
+
+- #7: `tier=local` hardcoded in gateway-config resume branches (~262, ~317)
+- #8: confirm `packages/config/dist` not git-tracked
+
+**Next mission step:** FED-M2 (Step-CA + grant schema + admin CLI). Per TASKS.md scope rule, M2 will be decomposed when it enters active planning. Issue #461 tracks scope.
+
+## Session 20 — 2026-04-21 — FED-M2 kickoff
+
+### Decisions
+
+- **Workstream split**: parallel CODE (M2-01..M2-13, ~72K) + DEPLOY (DEPLOY-01..DEPLOY-05, ~16K) tracks; re-converge at M2-10 E2E.
+- **Test hosts**: `mos-test-1.woltje.com` (querying side / Server A), `mos-test-2.woltje.com` (serving side / Server B). Wildcard `*.woltje.com` A→174.137.97.162 already exists; Traefik wildcard cert covers both subdomains. No DNS or cert work needed pre-deploy.
+- **Portainer access**: requires `PORTAINER_INSECURE=1` flag added to mosaic wrappers (self-signed cert at `https://10.1.1.43:9443`). PR pending on `feat/mosaic-portainer-tls-flag`.
+- **Image policy**: deploy by digest (immutable) per Mosaic policy. `gateway:fed-v0.1.0-m1` digest = `sha256:9b72e202a9eecc27d31920b87b475b9e96e483c0323acc57856be4b1355db1ec`.
+
+### DEPLOY-01 — image manifest verified
+
+- Tag `fed-v0.1.0-m1` exists at `git.mosaicstack.dev/mosaicstack/stack/gateway`
+- Digest: `sha256:9b72e202a9eecc27d31920b87b475b9e96e483c0323acc57856be4b1355db1ec`
+- 9 layers, ~530MB total
+- Use this digest in DEPLOY-02 stack template (do NOT reference `:fed-v0.1.0-m1` tag in stack — pin to digest)
+
+### Registry auth note
+
+- Gitea container registry uses Bearer token flow (`/v2/token?service=container_registry&scope=repository:<repo>:pull`)
+- Username: `jarvis` (NOT `mosaicstack`); password: `gitea.mosaicstack.token` from credentials.json
+- Direct `Authorization: Bearer <pat>` does NOT work — must exchange PAT for registry token first
+
+### Active PRs
+
+- #483 — docs: M2 mission planning (TASKS decomposition + manifest update) — CI running
+- (pending) `feat/mosaic-portainer-tls-flag` — wrapper PORTAINER_INSECURE flag (sonnet subagent in progress)
+- (pending) `feat/federation-m2-schema` — FED-M2-01 DB schema migration (sonnet subagent in progress)
+
+### MISSION-MANIFEST layout fix
+
+- Initial M2 commit had Test Infrastructure block inserted by lint-staged prettier between "Last Updated" and "Parent Mission" — split mission frontmatter
+- Fixed in 3d001fdb: moved Parent Mission back to frontmatter, kept Test Infrastructure as standalone H2 between Mission and Context
+
+## Session 21 — 2026-04-21/22 — DEPLOY-02 merged, gateway image bug discovered, M2-01 in remediation
+
+### PRs merged
+
+- **#483** — docs(federation): M2 mission planning (TASKS decomposition + manifest update)
+- **#484** — feat(mosaic-portainer): PORTAINER_INSECURE flag for self-signed TLS (wrapper sync to `~/.config/mosaic/tools/portainer/` done manually due to broken `mosaic upgrade` `set -o pipefail` on dash)
+- **#485** — feat(deploy): portainer stack template `deploy/portainer/federated-test.stack.yml` for federation test instances [DEPLOY-02]
+
+### Stack deployed (mos-test-1, mos-test-2)
+
+- Both stacks created on Portainer endpoint 3 (`local` Swarm @ 10.1.1.43, the only endpoint with traefik-public + woltje.com wildcard cert)
+- Swarm ID `l7z67tfpd4bvj4979ufpkyi50`
+- Image pinned to digest `sha256:9b72e202a9eecc27d31920b87b475b9e96e483c0323acc57856be4b1355db1ec`
+- Traefik labels target `${HOST_FQDN}` per env
+
+### CRITICAL FINDING — gateway image runtime-broken
+
+- `docker run` against `gateway:fed-v0.1.0-m1` fails immediately:  
+  `Error [ERR_MODULE_NOT_FOUND]: Cannot find package 'dotenv' imported from /app/dist/main.js`
+- Root cause: `docker/gateway.Dockerfile` copies `/app/node_modules` from builder — but pnpm puts deps in the content-addressed `.pnpm/` store with symlinks at `apps/gateway/node_modules/*`. The runner stage misses the symlinks → Node can't resolve workspace deps.
+- M1 release was never runtime-tested as a stripped container; CI passed because tests run in dev tree where pnpm symlinks are intact.
+- **Fix in flight** (subagent `a78a9ab0ddae91fbc`): switch builder to `pnpm --filter @mosaic/gateway --prod deploy /deploy`, then runner copies `/deploy/node_modules` + `/deploy/dist` + `/deploy/package.json`.
+
+### M2-01 schema review verdict — NEEDS CHANGES
+
+- PR #486 (`feat/federation-m2-schema`) — independent reviewer (sonnet) found 2 real issues:
+  1. `federation_audit_log` time-range indexes missing `.desc()` on `created_at` (3 places)
+  2. Reserved columns missing per TASKS.md M2-01 spec: `query_hash`, `outcome`, `bytes_out` (M4 will write; spec said reserve now)
+- Also notes (advisory): subject_user_id correctly `text` (matches BetterAuth users.id; spec defect, not code defect); peer→grant cascade test not present (would be trivial to add)
+- **Remediation in flight** (subagent `a673dd9355dc26f82` in worktree `agent-a4404ac1`): apply DESC + reserved cols, regenerate migration in place (preferred) or stack 0009 (fallback), force-push, post PR comment.
+
+### Process notes
+
+- Branch race incident: schema subagent + wrapper subagent both ran in main checkout → schema files appeared on wrapper branch. Recovered by TaskStop, `git checkout --` to clean, respawned schema subagent with `isolation: "worktree"`. **Rule going forward:** any subagent doing code edits gets `isolation: "worktree"` unless work is single-file and the orchestrator confirms no other branch will touch overlapping files.
+- `pr-create.sh` shell-quotes backticks badly → use `tea pr create --repo mosaicstack/stack` directly (matches CLI-skill behavior). Will leave a followup to harden pr-create.sh.
+- Gitea registry auth: bearer-token exchange flow (`/v2/token?service=container_registry&scope=repository:<repo>:pull`) — direct `Authorization: Bearer <pat>` returns 401.
+- Portainer Swarm stack create endpoint: `POST /api/stacks/create/swarm/string?endpointId=<id>` (NOT `/api/stacks?type=1` — deprecated and rejected with 400).
+
+### In-flight at compaction boundary
+
+- Subagent `a78a9ab0ddae91fbc` — Dockerfile pnpm-deploy fix → PR (not yet opened at handoff)
+- Subagent `a673dd9355dc26f82` — M2-01 schema remediation (DESC + reserved cols) → force-push to PR #486
+- Both will trigger CI; orchestrator must independently re-review fixes (especially the security-adjacent schema work) per "always verify subagent claims" rule.
+
+### Next after subagents return
+
+1. Independent re-review of schema remediation (different subagent, fresh context)
+2. Merge #486 if green
+3. Merge Dockerfile fix PR if green → triggers Kaniko CI rebuild → capture new digest
+4. Update `deploy/portainer/federated-test.stack.yml` to new digest in a small PR
+5. Redeploy mos-test-1 + mos-test-2 (Portainer stack update via API)
+6. Verify HTTPS reachability + `/health` endpoint at both hosts
+7. DEPLOY-03/04 acceptance probes (`mosaic gateway doctor --json`, pgvector `vector(3)` round-trip)
+8. DEPLOY-05: author `docs/federation/TEST-INFRA.md`
+9. M2-02 (Step-CA sidecar) kicks off after image health is green

docs/scratchpads/tools-md-seeding-20260411.md

@@ -0,0 +1,110 @@
+# Hotfix Scratchpad — `install.sh` does not seed `TOOLS.md`
+
+- **Issue:** mosaicstack/stack#457
+- **Branch:** `fix/tools-md-seeding`
+- **Type:** Out-of-mission hotfix (not part of Install UX v2 mission)
+- **Started:** 2026-04-11
+- **Ships in:** `@mosaicstack/mosaic` 0.0.30
+
+## Objective
+
+Ensure `~/.config/mosaic/TOOLS.md` is created on every supported install path so the mandatory AGENTS.md load order actually resolves. The load order lists `TOOLS.md` at position 5 but the bash installer never seeds it.
+
+## Root cause
+
+`packages/mosaic/framework/install.sh:228-236` — the post-sync "Seed defaults" loop explicitly lists `AGENTS.md STANDARDS.md`:
+
+```bash
+DEFAULTS_DIR="$TARGET_DIR/defaults"
+if [[ -d "$DEFAULTS_DIR" ]]; then
+  for default_file in AGENTS.md STANDARDS.md; do    # ← missing TOOLS.md
+    if [[ -f "$DEFAULTS_DIR/$default_file" ]] && [[ ! -f "$TARGET_DIR/$default_file" ]]; then
+      cp "$DEFAULTS_DIR/$default_file" "$TARGET_DIR/$default_file"
+      ok "Seeded $default_file from defaults"
+    fi
+  done
+fi
+```
+
+`TOOLS.md` is listed in `PRESERVE_PATHS` (line 24) but never created in the first place. A fresh bootstrap install via `tools/install.sh → framework/install.sh` leaves `~/.config/mosaic/TOOLS.md` absent, and the agent load order then points at a missing file.
+
+### Secondary: TypeScript `syncFramework` is too greedy
+
+`packages/mosaic/src/config/file-adapter.ts:133-160` — `FileConfigAdapter.syncFramework` correctly seeds TOOLS.md, but it does so by iterating _every_ file in `framework/defaults/`:
+
+```ts
+for (const entry of readdirSync(defaultsDir)) {
+  const dest = join(this.mosaicHome, entry);
+  if (!existsSync(dest)) {
+    copyFileSync(join(defaultsDir, entry), dest);
+  }
+}
+```
+
+`framework/defaults/` contains:
+
+```
+AGENTS.md
+AUDIT-2026-02-17-framework-consistency.md
+README.md
+SOUL.md        ← hardcoded "Jarvis"
+STANDARDS.md
+TOOLS.md
+USER.md
+```
+
+So on a fresh install the TS wizard would silently copy the `Jarvis`-flavored `SOUL.md` + placeholder `USER.md` + internal `AUDIT-*.md` and `README.md` into the user's mosaic home before `mosaic init` ever prompts them. That's a latent identity bug as well as a root-clutter bug — the wizard's own stages are responsible for generating `SOUL.md`/`USER.md` via templates.
+
+### Tertiary: stale `TOOLS.md.template`
+
+`packages/mosaic/framework/templates/TOOLS.md.template` still references `~/.config/mosaic/rails/git/…` and `~/.config/mosaic/rails/codex/…`. The `rails/` tree was renamed to `tools/` in the v1→v2 migration (see `run_migrations` in `install.sh`, which removes the old `rails/` symlink). Any user who does run `mosaic init` ends up with a `TOOLS.md` that points to paths that no longer exist.
+
+## Scope of this fix
+
+1. **`packages/mosaic/framework/install.sh`** — extend the explicit seed list to include `TOOLS.md`.
+2. **`packages/mosaic/src/config/file-adapter.ts`** — restrict `syncFramework` defaults-seeding to an explicit whitelist (`AGENTS.md`, `STANDARDS.md`, `TOOLS.md`) so the TS wizard never accidentally seeds `SOUL.md`/`USER.md`/`README.md`/`AUDIT-*.md` into the mosaic home.
+3. **`packages/mosaic/framework/templates/TOOLS.md.template`** — replace `rails/` with `tools/` in the wrapper-path examples (minimal surgical fix; full template modernization is out of scope for a 0.0.30 hotfix).
+4. **Regression test** — unit test around `FileConfigAdapter.syncFramework` that runs against a tmpdir fixture asserting:
+   - `TOOLS.md` is seeded when absent
+   - `AGENTS.md` / `STANDARDS.md` are still seeded when absent
+   - `SOUL.md` / `USER.md` are **not** seeded from `defaults/` (the wizard stages own those)
+   - Existing root files are not clobbered.
+
+Out of scope (tracked separately / future work):
+
+- Regenerating `defaults/SOUL.md` and `defaults/USER.md` so they no longer contain Jarvis-specific content.
+- Fully modernizing `TOOLS.md.template` to match the rich canonical `defaults/TOOLS.md` reference.
+- `issue-create.sh` / `pr-create.sh` `eval` bugs (already captured to OpenBrain from the prior hotfix).
+
+## Plan / checklist
+
+- [ ] Branch `fix/tools-md-seeding` from `main` (at `b2cbf89`)
+- [ ] File Gitea issue (direct API; wrappers broken for bodies with backticks)
+- [ ] Scratchpad created (this file)
+- [ ] `install.sh` seed loop extended to `AGENTS.md STANDARDS.md TOOLS.md`
+- [ ] `file-adapter.ts` seeding restricted to explicit whitelist
+- [ ] `TOOLS.md.template` `rails/` → `tools/`
+- [ ] Regression test added (`file-adapter.test.ts`) — failing first, then green
+- [ ] `pnpm --filter @mosaicstack/mosaic run typecheck` green
+- [ ] `pnpm --filter @mosaicstack/mosaic run lint` green
+- [ ] `pnpm --filter @mosaicstack/mosaic exec vitest run` — new test green, no new failures beyond the known pre-existing `uninstall.spec.ts:138`
+- [ ] Repo baselines: `pnpm typecheck` / `pnpm lint` / `pnpm format:check`
+- [ ] Independent code review (`feature-dev:code-reviewer`, sonnet tier)
+- [ ] Commit + push
+- [ ] PR opened via Gitea API
+- [ ] CI queue guard cleared (bypass local `ci-queue-wait.sh` if stale origin URL breaks it; query Gitea API directly)
+- [ ] CI green on PR
+- [ ] PR merged (squash)
+- [ ] CI green on main
+- [ ] Issue closed with link to merge commit
+- [ ] `chore/release-mosaic-0.0.30` branch bumps `packages/mosaic/package.json` 0.0.29 → 0.0.30
+- [ ] Release PR opened + merged
+- [ ] `.woodpecker/publish.yml` auto-publishes to Gitea npm registry
+- [ ] Publish verified (`npm view @mosaicstack/mosaic version` or registry check)
+
+## Risks / blockers
+
+- `ci-queue-wait.sh` wrapper may still crash on stale `origin` URL (captured in OpenBrain from prior hotfix). Workaround: query Gitea API directly for running/queued pipelines.
+- `issue-create.sh` / `pr-create.sh` `eval` bugs. Workaround: Gitea API direct call.
+- `uninstall.spec.ts:138` is a pre-existing failure on main; not this change's problem.
+- Publish flow is fire-and-forget on main push — if `publish.yml` fails, rollback means republishing a follow-up patch, not reverting the version bump.

docs/scratchpads/yolo-runtime-initial-arg-20260411.md

@@ -0,0 +1,114 @@
+# Hotfix Scratchpad — `mosaic yolo <runtime>` passes runtime name as initial user message
+
+- **Issue:** mosaicstack/stack#454
+- **Branch:** `fix/yolo-runtime-initial-arg`
+- **Type:** Out-of-mission hotfix (not part of Install UX v2 mission)
+- **Started:** 2026-04-11
+
+## Objective
+
+Stop `mosaic yolo <runtime>` from passing the runtime name (`claude`, `codex`, etc.) as the initial user message to the underlying CLI. Restore the mission-auto-prompt path for yolo launches.
+
+## Root cause (confirmed)
+
+`packages/mosaic/src/commands/launch.ts:779` — the `yolo <runtime>` action handler:
+
+```ts
+.action((runtime: string, _opts: unknown, cmd: Command) => {
+  // ... validate runtime ...
+  launchRuntime(runtime as RuntimeName, cmd.args, true);
+});
+```
+
+Commander.js includes declared positional arguments in `cmd.args`. For `mosaic yolo claude`:
+
+- `runtime` (destructured) = `"claude"`
+- `cmd.args` = `["claude"]` — the same value
+
+`launchRuntime` treats `["claude"]` as excess positional args, and for the `claude` case that becomes the initial user message. As a secondary consequence, `hasMissionNoArgs` evaluates false, so the mission-auto-prompt path is bypassed too.
+
+## Live reproduction (intercepted claude binary)
+
+```
+$ PATH=/tmp/fake-claude-bin:$PATH mosaic yolo claude
+[mosaic] Launching Claude Code in YOLO mode...
+argv[1]: --dangerously-skip-permissions
+argv[2]: --append-system-prompt
+argv[3] (len=25601): # ACTIVE MISSION — HARD GATE ...
+argv[4]: claude                                       ← the bug
+```
+
+Non-yolo variant `mosaic claude` is clean:
+
+```
+argv[1]: --append-system-prompt
+argv[2]: <prompt>
+argv[3]: Active mission detected: MVP. Read the mission state files and report status.
+```
+
+## Plan
+
+1. Refactor `launch.ts`: extract `registerRuntimeLaunchers(program, handler)` with an injectable handler so commander wiring is testable without spawning subprocesses. `registerLaunchCommands` delegates to it with `launchRuntime` as the handler.
+2. Fix: in the `yolo <runtime>` action, pass `cmd.args.slice(1)` instead of `cmd.args`.
+3. Add `packages/mosaic/src/commands/launch.spec.ts`:
+   - Failing-first reproducer: parse `['node','x','yolo','claude']` and assert handler receives `extraArgs=[]` and `yolo=true`.
+   - Regression test: parse `['node','x','claude']` asserts handler receives `extraArgs=[]` and `yolo=false`.
+   - Excess args: parse `['node','x','yolo','claude','--print','hi']` asserts handler receives `extraArgs=['--print','hi']` (with `--print` kept because `allowUnknownOption` is true).
+   - Excess args non-yolo: parse `['node','x','claude','--print','hi']` asserts `extraArgs=['--print','hi']`.
+   - Reject unknown runtime under yolo.
+4. Run typecheck, lint, format:check, vitest for `@mosaicstack/mosaic`.
+5. Independent code review (feature-dev:code-reviewer subagent, sonnet tier).
+6. Commit → push → PR via wrappers → merge → CI green → close issue #454.
+7. Release decision (`mosaic-v0.0.30`) deferred to Jason after merge.
+
+## Framework compliance sub-findings (out-of-scope; to capture in OpenBrain after)
+
+- `~/.config/mosaic/tools/git/issue-create.sh` uses `eval` on `$BODY`; arbitrary bodies with backticks, `$`, or parens break catastrophically.
+- `gitea_issue_create_api` fallback uses `curl -fsS` without `-L`; after the `mosaicstack/mosaic-stack → mosaicstack/stack` rename, the API redirect is not followed and the fallback silently fails.
+- Local repo `origin` remote still points at old `mosaic/mosaic-stack.git` slug. Not touched here per git-config safety rule.
+- `~/.config/mosaic/TOOLS.md` referenced by the global load order but does not exist on disk.
+
+These will be captured to OpenBrain after the hotfix merges so they don't get lost, and filed as separate tracking items.
+
+## Progress checkpoints
+
+- [x] Branch created (`fix/yolo-runtime-initial-arg`)
+- [x] Issue #454 opened
+- [x] Scratchpad scaffolded
+- [x] Failing test added (red)
+- [x] Refactor + fix applied
+- [x] Tests green (launch.spec.ts 11/11)
+- [x] Baselines green (typecheck, lint, format:check, vitest — pre-existing `uninstall.spec.ts:138` failure on branch main acknowledged, not caused by this change)
+- [x] Code review pass (feature-dev:code-reviewer, sonnet — no blockers)
+- [x] Commit + push (commit 1dd4f59)
+- [x] PR opened (mosaicstack/stack#455)
+- [x] CI queue guard cleared (no pending pipelines pre-push or pre-merge)
+- [x] PR merged (squash merge commit b2cec8c6bac29336a6cdcdb4f19806f7b5fa0054)
+- [x] CI green on main (`ci/woodpecker/push/ci` + `ci/woodpecker/push/publish` both success on merge commit)
+- [x] Issue #454 closed
+- [x] Scratchpad final evidence entry
+
+## Tests run
+
+- `pnpm --filter @mosaicstack/mosaic run typecheck` → green
+- `pnpm --filter @mosaicstack/mosaic run lint` → green
+- `pnpm --filter @mosaicstack/mosaic exec prettier --check "src/**/*.ts"` → green
+- `pnpm --filter @mosaicstack/mosaic exec vitest run src/commands/launch.spec.ts` → 11/11 pass
+- `pnpm --filter @mosaicstack/mosaic exec vitest run` → 270/271 pass (1 pre-existing `uninstall.spec.ts:138` EACCES failure, confirmed on the branch before this change)
+- `pnpm typecheck` (repo) → green
+- `pnpm lint` (repo) → green
+- `pnpm format:check` (repo) → green (after prettier-writing the scratchpad)
+
+## Risks / blockers
+
+None expected. Refactor is small and the Commander API is stable. Test needs `exitOverride()` to prevent `process.exit` on invalid runtime.
+
+## Final verification evidence
+
+- PR: mosaicstack/stack#455 — state `closed`, merged.
+- Merge commit: `b2cec8c6bac29336a6cdcdb4f19806f7b5fa0054` (squash to `main`).
+- Post-merge CI (main @ b2cec8c6): `ci/woodpecker/push/ci` = success, `ci/woodpecker/push/publish` = success. (`ci/woodpecker/tag/publish` was last observed as a pre-existing failure on the prior release tag and is unrelated to this change.)
+- Issue mosaicstack/stack#454 closed with a comment linking the merge commit.
+- Launch regression suite: `launch.spec.ts` 11/11 pass on main.
+- Baselines on main after merge are inherited from the PR CI run.
+- Release decision (`mosaicstack/mosaic` 0.0.30) intentionally deferred to the user — the fix is now sitting on main awaiting a release cut.

eslint.config.mjs

@@ -28,6 +28,7 @@ export default tseslint.config(
             'apps/web/e2e/helpers/*.ts',
             'apps/web/playwright.config.ts',
             'apps/gateway/vitest.config.ts',
+            'packages/storage/vitest.config.ts',
             'packages/mosaic/__tests__/*.ts',
           ],
         },

guides/ORCHESTRATOR.md

@@ -73,6 +73,27 @@ Spawn a worker instead. No exceptions. No "quick fixes."
 - Wait for at least one worker to complete before spawning more
 - This optimizes token usage and reduces context pressure
 
+## File Ownership & Partitioning (Hard Rule for Parallel Workers)
+
+When dispatching parallel workers, the orchestrator MUST assign **non-overlapping file scopes** to each worker. File collisions between parallel workers cause merge conflicts, lost edits, and wasted tokens.
+
+**Rules:**
+
+1. **Exclusive file ownership.** Each file may be assigned to at most one active worker. The orchestrator records ownership in the worker dispatch (prompt or task definition).
+2. **Partition by directory or module.** Prefer assigning entire directories/modules to one worker rather than splitting files within a directory across workers.
+3. **Shared files are serialized.** If two tasks must modify the same file (e.g., a shared types file, a barrel export), they MUST run sequentially — never in parallel. Mark the second task with `depends_on` pointing to the first.
+4. **Test files follow source ownership.** If Worker A owns `src/auth/login.ts`, Worker A also owns `src/auth/__tests__/login.test.ts`. Do not split source and test across workers.
+5. **Config files are orchestrator-reserved.** Files like `package.json`, `tsconfig.json`, and CI config are owned by the orchestrator and modified only between worker cycles, never during parallel execution.
+6. **Document ownership in dispatch.** When spawning a worker, include an explicit `Files:` section listing owned paths/globs. Example:
+
+```
+Files (exclusive — do not touch files outside this scope):
+  - apps/web/src/components/auth/**
+  - apps/web/src/lib/auth.ts
+```
+
+7. **Conflict recovery.** If a worker edits a file outside its scope, the orchestrator MUST flag the violation, assess the diff, and either revert the out-of-scope change or re-run the affected worker with the corrected file.
+
 ## Delegation Mode Selection
 
 Choose one delegation mode at session start:

infra/step-ca/dev-password.example

@@ -0,0 +1 @@
+dev-only-step-ca-password-do-not-use-in-production

infra/step-ca/init.sh

@@ -0,0 +1,90 @@
+#!/bin/sh
+# infra/step-ca/init.sh
+#
+# Idempotent first-boot initialiser for the Mosaic Federation CA.
+#
+# On the first run (no /home/step/config/ca.json present) this script:
+#   1. Initialises Step-CA with a JWK provisioner named "mosaic-fed".
+#   2. Writes the CA configuration to the persistent volume at /home/step.
+#   3. Copies the federation X.509 template into the CA config directory.
+#   4. Patches the mosaic-fed provisioner entry in ca.json to reference the
+#      template via options.x509.templateFile (using jq — must be installed
+#      in the container image).
+#
+# On subsequent runs (config already exists) this script skips init and
+# starts the CA directly.
+#
+# The provisioner name "mosaic-fed" is consumed by:
+#   apps/gateway/src/federation/ca.service.ts  (added in M2-04)
+#
+# Password source:
+#   Dev:  mounted from ./infra/step-ca/dev-password via bind mount.
+#   Prod: mounted from a Docker secret at /run/secrets/ca_password.
+#
+# OID template:
+#   infra/step-ca/templates/federation.tpl emits custom OID extensions:
+#     1.3.6.1.4.1.99999.1  — mosaic_grant_id
+#     1.3.6.1.4.1.99999.2  — mosaic_subject_user_id
+
+set -e
+
+CA_CONFIG="/home/step/config/ca.json"
+PASSWORD_FILE="/run/secrets/ca_password"
+TEMPLATE_SRC="/etc/step-ca-templates/federation.tpl"
+TEMPLATE_DEST="/home/step/templates/federation.tpl"
+
+if [ ! -f "${CA_CONFIG}" ]; then
+  echo "[step-ca init] First boot detected — initialising Mosaic Federation CA..."
+
+  step ca init \
+    --name "Mosaic Federation CA" \
+    --dns "localhost" \
+    --dns "step-ca" \
+    --address ":9000" \
+    --provisioner "mosaic-fed" \
+    --password-file "${PASSWORD_FILE}" \
+    --provisioner-password-file "${PASSWORD_FILE}" \
+    --no-db
+
+  echo "[step-ca init] CA initialised."
+
+  # Copy the X.509 template into the Step-CA config directory.
+  if [ -f "${TEMPLATE_SRC}" ]; then
+    mkdir -p /home/step/templates
+    cp "${TEMPLATE_SRC}" "${TEMPLATE_DEST}"
+    echo "[step-ca init] Federation X.509 template copied to ${TEMPLATE_DEST}."
+  else
+    echo "[step-ca init] WARNING: Template source ${TEMPLATE_SRC} not found — skipping copy."
+  fi
+
+  # Wire the template into the mosaic-fed provisioner via jq.
+  # This is idempotent: the block only runs once (first boot).
+  #
+  # jq filter: find the provisioner entry with name "mosaic-fed" and set
+  # .options.x509.templateFile to the absolute path of the template.
+  # All other provisioners and config keys are left unchanged.
+  if [ -f "${TEMPLATE_DEST}" ] && command -v jq > /dev/null 2>&1; then
+    echo "[step-ca init] Patching mosaic-fed provisioner with X.509 template..."
+    TEMP_CONFIG="${CA_CONFIG}.tmp"
+    jq --arg tpl "${TEMPLATE_DEST}" '
+      .authority.provisioners |= map(
+        if .name == "mosaic-fed" then
+          .options.x509.templateFile = $tpl
+        else
+          .
+        end
+      )
+    ' "${CA_CONFIG}" > "${TEMP_CONFIG}" && mv "${TEMP_CONFIG}" "${CA_CONFIG}"
+    echo "[step-ca init] Provisioner patched."
+  elif ! command -v jq > /dev/null 2>&1; then
+    echo "[step-ca init] WARNING: jq not found — skipping provisioner template patch."
+    echo "[step-ca init] Install jq in the step-ca image to enable automatic template wiring."
+  fi
+
+  echo "[step-ca init] Startup complete."
+else
+  echo "[step-ca init] Config already exists — skipping init."
+fi
+
+echo "[step-ca init] Starting Step-CA on :9000..."
+exec step-ca /home/step/config/ca.json --password-file "${PASSWORD_FILE}"

infra/step-ca/templates/federation.tpl

@@ -0,0 +1,56 @@
+{
+  "subject": {{ toJson .Subject }},
+  "sans": {{ toJson .SANs }},
+
+  {{- /*
+    Mosaic Federation X.509 Certificate Template
+    ============================================
+    Provisioner: mosaic-fed (JWK)
+    Implemented: FED-M2-04
+
+    This template emits two custom OID extensions carrying Mosaic federation
+    identifiers. The OTT token (built by CaService.buildOtt) MUST include the
+    claims `mosaic_grant_id` and `mosaic_subject_user_id` as top-level JWT
+    claims. step-ca exposes them under `.Token.<claim>` in this template.
+
+    OID Registry (Mosaic Internal Arc — 1.3.6.1.4.1.99999):
+      1.3.6.1.4.1.99999.1  mosaic_grant_id        (UUID, 36 ASCII chars)
+      1.3.6.1.4.1.99999.2  mosaic_subject_user_id  (UUID, 36 ASCII chars)
+
+    DER encoding for each extension value (ASN.1 UTF8String):
+      Tag    = 0x0C  (UTF8String)
+      Length = 0x24  (decimal 36 — the fixed length of a UUID string)
+      Value  = 36 ASCII bytes of the UUID
+
+    The `printf` below builds the raw TLV bytes then base64-encodes them.
+    step-ca expects the `value` field to be base64-encoded raw DER bytes.
+
+    Fail-loud contract:
+      If either claim is missing from the token the printf will produce a
+      zero-length UUID field, making the extension malformed. step-ca will
+      reject the certificate rather than issuing one without the required OIDs.
+      Silent OID stripping is NEVER tolerated.
+
+    Step-CA template reference:
+      https://smallstep.com/docs/step-ca/templates
+  */ -}}
+
+  "extensions": [
+    {
+      "id": "1.3.6.1.4.1.99999.1",
+      "critical": false,
+      "value": "{{ printf "\x0c%c%s" (len .Token.mosaic_grant_id) .Token.mosaic_grant_id | b64enc }}"
+    },
+    {
+      "id": "1.3.6.1.4.1.99999.2",
+      "critical": false,
+      "value": "{{ printf "\x0c%c%s" (len .Token.mosaic_subject_user_id) .Token.mosaic_subject_user_id | b64enc }}"
+    }
+  ],
+
+  "keyUsage": ["digitalSignature"],
+  "extKeyUsage": ["clientAuth"],
+  "basicConstraints": {
+    "isCA": false
+  }
+}

packages/agent/package.json

@@ -3,7 +3,7 @@
   "version": "0.0.2",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "packages/agent"
   },
   "main": "dist/index.js",

packages/auth/package.json

@@ -3,7 +3,7 @@
   "version": "0.0.2",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "packages/auth"
   },
   "type": "module",

packages/auth/src/index.ts

@@ -10,3 +10,4 @@ export {
   type SsoTeamSyncConfig,
   type SupportedSsoProviderId,
 } from './sso.js';
+export { seal, unseal } from './seal.js';

packages/auth/src/seal.ts

@@ -0,0 +1,52 @@
+import { createCipheriv, createDecipheriv, createHash, randomBytes } from 'node:crypto';
+
+const ALGORITHM = 'aes-256-gcm';
+const IV_LENGTH = 12; // 96-bit IV for GCM
+const TAG_LENGTH = 16; // 128-bit auth tag
+
+/**
+ * Derive a 32-byte AES-256 key from BETTER_AUTH_SECRET using SHA-256.
+ * Throws if BETTER_AUTH_SECRET is not set.
+ */
+function deriveKey(): Buffer {
+  const secret = process.env['BETTER_AUTH_SECRET'];
+  if (!secret) {
+    throw new Error('BETTER_AUTH_SECRET is not set — cannot derive encryption key');
+  }
+  return createHash('sha256').update(secret).digest();
+}
+
+/**
+ * Seal a plaintext string using AES-256-GCM.
+ * Output format: base64(IV || authTag || ciphertext)
+ */
+export function seal(plaintext: string): string {
+  const key = deriveKey();
+  const iv = randomBytes(IV_LENGTH);
+  const cipher = createCipheriv(ALGORITHM, key, iv);
+
+  const encrypted = Buffer.concat([cipher.update(plaintext, 'utf8'), cipher.final()]);
+  const authTag = cipher.getAuthTag();
+
+  const combined = Buffer.concat([iv, authTag, encrypted]);
+  return combined.toString('base64');
+}
+
+/**
+ * Unseal a value sealed by `seal()`.
+ * Throws on authentication failure (tampered data) or if BETTER_AUTH_SECRET is unset.
+ */
+export function unseal(encoded: string): string {
+  const key = deriveKey();
+  const combined = Buffer.from(encoded, 'base64');
+
+  const iv = combined.subarray(0, IV_LENGTH);
+  const authTag = combined.subarray(IV_LENGTH, IV_LENGTH + TAG_LENGTH);
+  const ciphertext = combined.subarray(IV_LENGTH + TAG_LENGTH);
+
+  const decipher = createDecipheriv(ALGORITHM, key, iv);
+  decipher.setAuthTag(authTag);
+
+  const decrypted = Buffer.concat([decipher.update(ciphertext), decipher.final()]);
+  return decrypted.toString('utf8');
+}

packages/brain/package.json

@@ -3,7 +3,7 @@
   "version": "0.0.3",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "packages/brain"
   },
   "main": "dist/index.js",

packages/config/package.json

@@ -3,7 +3,7 @@
   "version": "0.0.2",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "packages/config"
   },
   "type": "module",

packages/config/src/index.ts

@@ -1,7 +1,9 @@
 export type { MosaicConfig, StorageTier, MemoryConfigRef } from './mosaic-config.js';
 export {
   DEFAULT_LOCAL_CONFIG,
-  DEFAULT_TEAM_CONFIG,
+  DEFAULT_STANDALONE_CONFIG,
+  DEFAULT_FEDERATED_CONFIG,
   loadConfig,
   validateConfig,
+  detectFromEnv,
 } from './mosaic-config.js';

packages/config/src/mosaic-config.spec.ts

@@ -0,0 +1,170 @@
+import { describe, it, expect, vi, beforeEach, afterEach } from 'vitest';
+import {
+  validateConfig,
+  detectFromEnv,
+  DEFAULT_LOCAL_CONFIG,
+  DEFAULT_STANDALONE_CONFIG,
+  DEFAULT_FEDERATED_CONFIG,
+} from './mosaic-config.js';
+
+describe('validateConfig — tier enum', () => {
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  let stderrSpy: any;
+
+  beforeEach(() => {
+    stderrSpy = vi.spyOn(process.stderr, 'write').mockImplementation(() => true);
+  });
+
+  afterEach(() => {
+    stderrSpy.mockRestore();
+  });
+
+  it('accepts tier="local"', () => {
+    const result = validateConfig({
+      tier: 'local',
+      storage: { type: 'pglite', dataDir: '.mosaic/storage-pglite' },
+      queue: { type: 'local', dataDir: '.mosaic/queue' },
+      memory: { type: 'keyword' },
+    });
+    expect(result.tier).toBe('local');
+  });
+
+  it('accepts tier="standalone"', () => {
+    const result = validateConfig({
+      tier: 'standalone',
+      storage: { type: 'postgres', url: 'postgresql://mosaic:mosaic@localhost:5432/mosaic' },
+      queue: { type: 'bullmq' },
+      memory: { type: 'keyword' },
+    });
+    expect(result.tier).toBe('standalone');
+  });
+
+  it('accepts tier="federated"', () => {
+    const result = validateConfig({
+      tier: 'federated',
+      storage: { type: 'postgres', url: 'postgresql://mosaic:mosaic@localhost:5433/mosaic' },
+      queue: { type: 'bullmq' },
+      memory: { type: 'pgvector' },
+    });
+    expect(result.tier).toBe('federated');
+  });
+
+  it('accepts deprecated tier="team" as alias for "standalone" and emits a deprecation warning', () => {
+    const result = validateConfig({
+      tier: 'team',
+      storage: { type: 'postgres', url: 'postgresql://mosaic:mosaic@localhost:5432/mosaic' },
+      queue: { type: 'bullmq' },
+      memory: { type: 'keyword' },
+    });
+    expect(result.tier).toBe('standalone');
+    expect(stderrSpy).toHaveBeenCalledWith(expect.stringContaining('DEPRECATED'));
+  });
+
+  it('rejects an invalid tier with an error listing all three valid values', () => {
+    expect(() =>
+      validateConfig({
+        tier: 'invalid',
+        storage: { type: 'postgres', url: 'postgresql://mosaic:mosaic@localhost:5432/mosaic' },
+        queue: { type: 'bullmq' },
+        memory: { type: 'keyword' },
+      }),
+    ).toThrow(/local.*standalone.*federated|federated.*standalone.*local/);
+  });
+
+  it('error message for invalid tier mentions all three valid values', () => {
+    let message = '';
+    try {
+      validateConfig({
+        tier: 'invalid',
+        storage: { type: 'postgres', url: 'postgresql://...' },
+        queue: { type: 'bullmq' },
+        memory: { type: 'keyword' },
+      });
+    } catch (err) {
+      message = err instanceof Error ? err.message : String(err);
+    }
+    expect(message).toContain('"local"');
+    expect(message).toContain('"standalone"');
+    expect(message).toContain('"federated"');
+  });
+});
+
+describe('DEFAULT_* config constants', () => {
+  it('DEFAULT_LOCAL_CONFIG has tier="local"', () => {
+    expect(DEFAULT_LOCAL_CONFIG.tier).toBe('local');
+  });
+
+  it('DEFAULT_STANDALONE_CONFIG has tier="standalone"', () => {
+    expect(DEFAULT_STANDALONE_CONFIG.tier).toBe('standalone');
+  });
+
+  it('DEFAULT_FEDERATED_CONFIG has tier="federated" and pgvector memory', () => {
+    expect(DEFAULT_FEDERATED_CONFIG.tier).toBe('federated');
+    expect(DEFAULT_FEDERATED_CONFIG.memory.type).toBe('pgvector');
+  });
+
+  it('DEFAULT_FEDERATED_CONFIG uses port 5433 (distinct from standalone 5432)', () => {
+    const url = (DEFAULT_FEDERATED_CONFIG.storage as { url: string }).url;
+    expect(url).toContain('5433');
+  });
+
+  it('DEFAULT_FEDERATED_CONFIG has enableVector=true on storage', () => {
+    const storage = DEFAULT_FEDERATED_CONFIG.storage as {
+      type: string;
+      url: string;
+      enableVector?: boolean;
+    };
+    expect(storage.enableVector).toBe(true);
+  });
+});
+
+describe('detectFromEnv — tier env-var routing', () => {
+  const originalEnv = process.env;
+
+  beforeEach(() => {
+    // Work on a fresh copy so individual tests can set/delete keys freely.
+    process.env = { ...originalEnv };
+    delete process.env['MOSAIC_STORAGE_TIER'];
+    delete process.env['DATABASE_URL'];
+    delete process.env['VALKEY_URL'];
+  });
+
+  afterEach(() => {
+    process.env = originalEnv;
+  });
+
+  it('no env vars → returns local config', () => {
+    const config = detectFromEnv();
+    expect(config.tier).toBe('local');
+    expect(config.storage.type).toBe('pglite');
+    expect(config.memory.type).toBe('keyword');
+  });
+
+  it('MOSAIC_STORAGE_TIER=federated alone → returns federated config with enableVector=true', () => {
+    process.env['MOSAIC_STORAGE_TIER'] = 'federated';
+    const config = detectFromEnv();
+    expect(config.tier).toBe('federated');
+    expect(config.memory.type).toBe('pgvector');
+    const storage = config.storage as { type: string; enableVector?: boolean };
+    expect(storage.enableVector).toBe(true);
+  });
+
+  it('MOSAIC_STORAGE_TIER=federated + DATABASE_URL → uses the URL and still has enableVector=true', () => {
+    process.env['MOSAIC_STORAGE_TIER'] = 'federated';
+    process.env['DATABASE_URL'] = 'postgresql://custom:pass@db.example.com:5432/mydb';
+    const config = detectFromEnv();
+    expect(config.tier).toBe('federated');
+    const storage = config.storage as { type: string; url: string; enableVector?: boolean };
+    expect(storage.url).toBe('postgresql://custom:pass@db.example.com:5432/mydb');
+    expect(storage.enableVector).toBe(true);
+    expect(config.memory.type).toBe('pgvector');
+  });
+
+  it('MOSAIC_STORAGE_TIER=standalone alone → returns standalone-shaped config (not local)', () => {
+    process.env['MOSAIC_STORAGE_TIER'] = 'standalone';
+    const config = detectFromEnv();
+    expect(config.tier).toBe('standalone');
+    expect(config.storage.type).toBe('postgres');
+    expect(config.memory.type).toBe('keyword');
+  });
+});

packages/config/src/mosaic-config.ts

@@ -7,7 +7,7 @@ import type { QueueAdapterConfig as QueueConfig } from '@mosaicstack/queue';
 /*  Types                                                              */
 /* ------------------------------------------------------------------ */
 
-export type StorageTier = 'local' | 'team';
+export type StorageTier = 'local' | 'standalone' | 'federated';
 
 export interface MemoryConfigRef {
   type: 'pgvector' | 'sqlite-vec' | 'keyword';
@@ -31,10 +31,21 @@ export const DEFAULT_LOCAL_CONFIG: MosaicConfig = {
   memory: { type: 'keyword' },
 };
 
-export const DEFAULT_TEAM_CONFIG: MosaicConfig = {
+export const DEFAULT_STANDALONE_CONFIG: MosaicConfig = {
-  tier: 'team',
+  tier: 'standalone',
   storage: { type: 'postgres', url: 'postgresql://mosaic:mosaic@localhost:5432/mosaic' },
   queue: { type: 'bullmq' },
+  memory: { type: 'keyword' },
+};
+
+export const DEFAULT_FEDERATED_CONFIG: MosaicConfig = {
+  tier: 'federated',
+  storage: {
+    type: 'postgres',
+    url: 'postgresql://mosaic:mosaic@localhost:5433/mosaic',
+    enableVector: true,
+  },
+  queue: { type: 'bullmq' },
   memory: { type: 'pgvector' },
 };
 
@@ -42,7 +53,7 @@ export const DEFAULT_TEAM_CONFIG: MosaicConfig = {
 /*  Validation                                                         */
 /* ------------------------------------------------------------------ */
 
-const VALID_TIERS = new Set<string>(['local', 'team']);
+const VALID_TIERS = new Set<string>(['local', 'standalone', 'federated']);
 const VALID_STORAGE_TYPES = new Set<string>(['postgres', 'pglite', 'files']);
 const VALID_QUEUE_TYPES = new Set<string>(['bullmq', 'local']);
 const VALID_MEMORY_TYPES = new Set<string>(['pgvector', 'sqlite-vec', 'keyword']);
@@ -55,9 +66,19 @@ export function validateConfig(raw: unknown): MosaicConfig {
   const obj = raw as Record<string, unknown>;
 
   // tier
-  const tier = obj['tier'];
+  let tier = obj['tier'];
+  // Deprecated alias: 'team' → 'standalone' (kept for backward-compat with 0.0.x installs)
+  if (tier === 'team') {
+    process.stderr.write(
+      '[mosaic] DEPRECATED: tier="team" is deprecated — use "standalone" instead. ' +
+        'Update your mosaic.config.json.\n',
+    );
+    tier = 'standalone';
+  }
   if (typeof tier !== 'string' || !VALID_TIERS.has(tier)) {
-    throw new Error(`Invalid tier "${String(tier)}" — expected "local" or "team"`);
+    throw new Error(
+      `Invalid tier "${String(tier)}" — expected "local", "standalone", or "federated"`,
+    );
   }
 
   // storage
@@ -102,10 +123,33 @@ export function validateConfig(raw: unknown): MosaicConfig {
 /*  Loader                                                             */
 /* ------------------------------------------------------------------ */
 
-function detectFromEnv(): MosaicConfig {
+export function detectFromEnv(): MosaicConfig {
+  const tier = process.env['MOSAIC_STORAGE_TIER'];
+
+  if (tier === 'federated') {
     if (process.env['DATABASE_URL']) {
       return {
-      ...DEFAULT_TEAM_CONFIG,
+        ...DEFAULT_FEDERATED_CONFIG,
+        storage: {
+          type: 'postgres',
+          url: process.env['DATABASE_URL'],
+          enableVector: true,
+        },
+        queue: {
+          type: 'bullmq',
+          url: process.env['VALKEY_URL'],
+        },
+      };
+    }
+    // MOSAIC_STORAGE_TIER=federated without DATABASE_URL — use the default
+    // federated config (port 5433, enableVector: true, pgvector memory).
+    return DEFAULT_FEDERATED_CONFIG;
+  }
+
+  if (tier === 'standalone') {
+    if (process.env['DATABASE_URL']) {
+      return {
+        ...DEFAULT_STANDALONE_CONFIG,
         storage: {
           type: 'postgres',
           url: process.env['DATABASE_URL'],
@@ -116,6 +160,26 @@ function detectFromEnv(): MosaicConfig {
         },
       };
     }
+    // MOSAIC_STORAGE_TIER=standalone without DATABASE_URL — use the default
+    // standalone config instead of silently falling back to local.
+    return DEFAULT_STANDALONE_CONFIG;
+  }
+
+  // Legacy: DATABASE_URL set without MOSAIC_STORAGE_TIER — treat as standalone.
+  if (process.env['DATABASE_URL']) {
+    return {
+      ...DEFAULT_STANDALONE_CONFIG,
+      storage: {
+        type: 'postgres',
+        url: process.env['DATABASE_URL'],
+      },
+      queue: {
+        type: 'bullmq',
+        url: process.env['VALKEY_URL'],
+      },
+    };
+  }
+
   return DEFAULT_LOCAL_CONFIG;
 }
 

packages/coord/package.json

@@ -3,7 +3,7 @@
   "version": "0.0.2",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "packages/coord"
   },
   "main": "dist/index.js",

packages/db/drizzle/0008_smart_lyja.sql

@@ -0,0 +1,75 @@
+CREATE TYPE "public"."grant_status" AS ENUM('active', 'revoked', 'expired');--> statement-breakpoint
+CREATE TYPE "public"."peer_state" AS ENUM('pending', 'active', 'suspended', 'revoked');--> statement-breakpoint
+CREATE TABLE "admin_tokens" (
+	"id" text PRIMARY KEY NOT NULL,
+	"user_id" text NOT NULL,
+	"token_hash" text NOT NULL,
+	"label" text NOT NULL,
+	"scope" text DEFAULT 'admin' NOT NULL,
+	"expires_at" timestamp with time zone,
+	"last_used_at" timestamp with time zone,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+CREATE TABLE "federation_audit_log" (
+	"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
+	"request_id" text NOT NULL,
+	"peer_id" uuid,
+	"subject_user_id" text,
+	"grant_id" uuid,
+	"verb" text NOT NULL,
+	"resource" text NOT NULL,
+	"status_code" integer NOT NULL,
+	"result_count" integer,
+	"denied_reason" text,
+	"latency_ms" integer,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"query_hash" text,
+	"outcome" text,
+	"bytes_out" integer
+);
+--> statement-breakpoint
+CREATE TABLE "federation_grants" (
+	"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
+	"subject_user_id" text NOT NULL,
+	"peer_id" uuid NOT NULL,
+	"scope" jsonb NOT NULL,
+	"status" "grant_status" DEFAULT 'active' NOT NULL,
+	"expires_at" timestamp with time zone,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"revoked_at" timestamp with time zone,
+	"revoked_reason" text
+);
+--> statement-breakpoint
+CREATE TABLE "federation_peers" (
+	"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
+	"common_name" text NOT NULL,
+	"display_name" text NOT NULL,
+	"cert_pem" text NOT NULL,
+	"cert_serial" text NOT NULL,
+	"cert_not_after" timestamp with time zone NOT NULL,
+	"client_key_pem" text,
+	"state" "peer_state" DEFAULT 'pending' NOT NULL,
+	"endpoint_url" text,
+	"last_seen_at" timestamp with time zone,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"revoked_at" timestamp with time zone,
+	CONSTRAINT "federation_peers_common_name_unique" UNIQUE("common_name"),
+	CONSTRAINT "federation_peers_cert_serial_unique" UNIQUE("cert_serial")
+);
+--> statement-breakpoint
+ALTER TABLE "admin_tokens" ADD CONSTRAINT "admin_tokens_user_id_users_id_fk" FOREIGN KEY ("user_id") REFERENCES "public"."users"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "federation_audit_log" ADD CONSTRAINT "federation_audit_log_peer_id_federation_peers_id_fk" FOREIGN KEY ("peer_id") REFERENCES "public"."federation_peers"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "federation_audit_log" ADD CONSTRAINT "federation_audit_log_subject_user_id_users_id_fk" FOREIGN KEY ("subject_user_id") REFERENCES "public"."users"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "federation_audit_log" ADD CONSTRAINT "federation_audit_log_grant_id_federation_grants_id_fk" FOREIGN KEY ("grant_id") REFERENCES "public"."federation_grants"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "federation_grants" ADD CONSTRAINT "federation_grants_subject_user_id_users_id_fk" FOREIGN KEY ("subject_user_id") REFERENCES "public"."users"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "federation_grants" ADD CONSTRAINT "federation_grants_peer_id_federation_peers_id_fk" FOREIGN KEY ("peer_id") REFERENCES "public"."federation_peers"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "admin_tokens_user_id_idx" ON "admin_tokens" USING btree ("user_id");--> statement-breakpoint
+CREATE UNIQUE INDEX "admin_tokens_hash_idx" ON "admin_tokens" USING btree ("token_hash");--> statement-breakpoint
+CREATE INDEX "federation_audit_log_peer_created_at_idx" ON "federation_audit_log" USING btree ("peer_id","created_at" DESC NULLS LAST);--> statement-breakpoint
+CREATE INDEX "federation_audit_log_subject_created_at_idx" ON "federation_audit_log" USING btree ("subject_user_id","created_at" DESC NULLS LAST);--> statement-breakpoint
+CREATE INDEX "federation_audit_log_created_at_idx" ON "federation_audit_log" USING btree ("created_at" DESC NULLS LAST);--> statement-breakpoint
+CREATE INDEX "federation_grants_subject_status_idx" ON "federation_grants" USING btree ("subject_user_id","status");--> statement-breakpoint
+CREATE INDEX "federation_grants_peer_status_idx" ON "federation_grants" USING btree ("peer_id","status");--> statement-breakpoint
+CREATE INDEX "federation_peers_cert_serial_idx" ON "federation_peers" USING btree ("cert_serial");--> statement-breakpoint
+CREATE INDEX "federation_peers_state_idx" ON "federation_peers" USING btree ("state");

packages/db/drizzle/meta/_journal.json

@@ -57,6 +57,13 @@
       "when": 1774227064500,
       "tag": "0006_swift_shen",
       "breakpoints": true
+    },
+    {
+      "idx": 8,
+      "version": "7",
+      "when": 1776822435828,
+      "tag": "0008_smart_lyja",
+      "breakpoints": true
     }
   ]
 }

packages/db/package.json

@@ -3,7 +3,7 @@
   "version": "0.0.3",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "packages/db"
   },
   "type": "module",

packages/db/src/federation.integration.test.ts

@@ -0,0 +1,424 @@
+/**
+ * FED-M2-01 — Integration test: federation DB schema (peers / grants / audit_log).
+ *
+ * Prereq: docker compose -f docker-compose.federated.yml --profile federated up -d
+ *         (or any postgres with the mosaic schema already applied)
+ * Run:    FEDERATED_INTEGRATION=1 pnpm --filter @mosaicstack/db test src/federation.integration.test.ts
+ *
+ * Skipped when FEDERATED_INTEGRATION !== '1'.
+ *
+ * Strategy:
+ *  - Applies the federation migration SQL directly (idempotent: CREATE TYPE/TABLE
+ *    with IF NOT EXISTS guards applied via inline SQL before the migration DDL).
+ *  - Assumes the base schema (users table etc.) already exists in the target DB.
+ *  - All test rows use the `fed-m2-01-` prefix; cleanup in afterAll.
+ *
+ * Coverage:
+ *  1. Federation tables + enums apply cleanly against the existing schema.
+ *  2. Insert a sample user + peer + grant + audit row; verify round-trip.
+ *  3. FK cascade: deleting the user cascades to federation_grants.
+ *  4. FK set-null: deleting the peer sets federation_audit_log.peer_id to NULL.
+ *  5. Enum constraint: inserting an invalid status/state value throws a DB error.
+ *  6. Unique constraint: duplicate cert_serial throws a DB error.
+ */
+
+import postgres from 'postgres';
+import { afterAll, beforeAll, describe, expect, it } from 'vitest';
+
+const run = process.env['FEDERATED_INTEGRATION'] === '1';
+
+const PG_URL = process.env['DATABASE_URL'] ?? 'postgresql://mosaic:mosaic@localhost:5433/mosaic';
+
+/** Recognisable test-row prefix for safe cleanup without full-table truncation. */
+const T = 'fed-m2-01';
+
+// Deterministic IDs (UUID format required for uuid PK columns: 8-4-4-4-12 hex digits).
+const PEER1_ID = `f2000001-0000-4000-8000-000000000001`;
+const PEER2_ID = `f2000002-0000-4000-8000-000000000002`;
+const USER1_ID = `${T}-user-1`;
+
+let sql: ReturnType<typeof postgres> | undefined;
+
+beforeAll(async () => {
+  if (!run) return;
+  sql = postgres(PG_URL, { max: 1, connect_timeout: 10, idle_timeout: 10 });
+
+  // Apply the federation enums and tables idempotently.
+  // This mirrors the migration file but uses IF NOT EXISTS guards so it can run
+  // against a DB that may not have had drizzle migrations tracked.
+  await sql`
+    DO $$ BEGIN
+      CREATE TYPE peer_state AS ENUM ('pending', 'active', 'suspended', 'revoked');
+    EXCEPTION WHEN duplicate_object THEN NULL;
+    END $$
+  `;
+  await sql`
+    DO $$ BEGIN
+      CREATE TYPE grant_status AS ENUM ('active', 'revoked', 'expired');
+    EXCEPTION WHEN duplicate_object THEN NULL;
+    END $$
+  `;
+  await sql`
+    CREATE TABLE IF NOT EXISTS federation_peers (
+      id              uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+      common_name     text NOT NULL,
+      display_name    text NOT NULL,
+      cert_pem        text NOT NULL,
+      cert_serial     text NOT NULL,
+      cert_not_after  timestamp with time zone NOT NULL,
+      client_key_pem  text,
+      state           peer_state NOT NULL DEFAULT 'pending',
+      endpoint_url    text,
+      last_seen_at    timestamp with time zone,
+      created_at      timestamp with time zone NOT NULL DEFAULT now(),
+      revoked_at      timestamp with time zone,
+      CONSTRAINT federation_peers_common_name_unique UNIQUE (common_name),
+      CONSTRAINT federation_peers_cert_serial_unique UNIQUE (cert_serial)
+    )
+  `;
+  await sql`
+    CREATE INDEX IF NOT EXISTS federation_peers_cert_serial_idx ON federation_peers (cert_serial)
+  `;
+  await sql`
+    CREATE INDEX IF NOT EXISTS federation_peers_state_idx ON federation_peers (state)
+  `;
+  await sql`
+    CREATE TABLE IF NOT EXISTS federation_grants (
+      id               uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+      subject_user_id  text NOT NULL REFERENCES users(id) ON DELETE CASCADE,
+      peer_id          uuid NOT NULL REFERENCES federation_peers(id) ON DELETE CASCADE,
+      scope            jsonb NOT NULL,
+      status           grant_status NOT NULL DEFAULT 'active',
+      expires_at       timestamp with time zone,
+      created_at       timestamp with time zone NOT NULL DEFAULT now(),
+      revoked_at       timestamp with time zone,
+      revoked_reason   text
+    )
+  `;
+  await sql`
+    CREATE INDEX IF NOT EXISTS federation_grants_subject_status_idx ON federation_grants (subject_user_id, status)
+  `;
+  await sql`
+    CREATE INDEX IF NOT EXISTS federation_grants_peer_status_idx ON federation_grants (peer_id, status)
+  `;
+  await sql`
+    CREATE TABLE IF NOT EXISTS federation_audit_log (
+      id               uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+      request_id       text NOT NULL,
+      peer_id          uuid REFERENCES federation_peers(id) ON DELETE SET NULL,
+      subject_user_id  text REFERENCES users(id) ON DELETE SET NULL,
+      grant_id         uuid REFERENCES federation_grants(id) ON DELETE SET NULL,
+      verb             text NOT NULL,
+      resource         text NOT NULL,
+      status_code      integer NOT NULL,
+      result_count     integer,
+      denied_reason    text,
+      latency_ms       integer,
+      created_at       timestamp with time zone NOT NULL DEFAULT now(),
+      query_hash       text,
+      outcome          text,
+      bytes_out        integer
+    )
+  `;
+  await sql`
+    CREATE INDEX IF NOT EXISTS federation_audit_log_peer_created_at_idx
+      ON federation_audit_log (peer_id, created_at DESC NULLS LAST)
+  `;
+  await sql`
+    CREATE INDEX IF NOT EXISTS federation_audit_log_subject_created_at_idx
+      ON federation_audit_log (subject_user_id, created_at DESC NULLS LAST)
+  `;
+  await sql`
+    CREATE INDEX IF NOT EXISTS federation_audit_log_created_at_idx
+      ON federation_audit_log (created_at DESC NULLS LAST)
+  `;
+});
+
+afterAll(async () => {
+  if (!sql) return;
+
+  // Cleanup in FK-safe order (children before parents).
+  await sql`DELETE FROM federation_audit_log WHERE request_id LIKE ${T + '%'}`.catch(() => {});
+  await sql`
+    DELETE FROM federation_grants
+    WHERE subject_user_id LIKE ${T + '%'}
+       OR revoked_reason LIKE ${T + '%'}
+  `.catch(() => {});
+  await sql`DELETE FROM federation_peers WHERE common_name LIKE ${T + '%'}`.catch(() => {});
+  await sql`DELETE FROM users WHERE id LIKE ${T + '%'}`.catch(() => {});
+  await sql.end({ timeout: 3 }).catch(() => {});
+});
+
+describe.skipIf(!run)('federation schema — integration', () => {
+  // ── 1. Insert sample rows ──────────────────────────────────────────────────
+
+  it('inserts a user, peer, grant, and audit row without constraint violation', async () => {
+    const certPem = '-----BEGIN CERTIFICATE-----\nMIItest\n-----END CERTIFICATE-----';
+
+    // User — BetterAuth users.id is text (any string, not uuid).
+    await sql!`
+      INSERT INTO users (id, name, email, email_verified, created_at, updated_at)
+      VALUES (${USER1_ID}, ${'M2-01 Test User'}, ${USER1_ID + '@example.com'}, false, now(), now())
+      ON CONFLICT (id) DO NOTHING
+    `;
+
+    // Peer
+    await sql!`
+      INSERT INTO federation_peers
+        (id, common_name, display_name, cert_pem, cert_serial, cert_not_after, state, created_at)
+      VALUES (
+        ${PEER1_ID},
+        ${T + '-gateway-example-com'},
+        ${'Test Peer'},
+        ${certPem},
+        ${T + '-serial-001'},
+        now() + interval '1 year',
+        ${'active'},
+        now()
+      )
+      ON CONFLICT (id) DO NOTHING
+    `;
+
+    // Grant — scope is jsonb; pass as JSON string and cast server-side.
+    const scopeJson = JSON.stringify({
+      resources: ['tasks', 'notes'],
+      operations: ['list', 'get'],
+    });
+    const grants = await sql!`
+      INSERT INTO federation_grants
+        (subject_user_id, peer_id, scope, status, created_at)
+      VALUES (
+        ${USER1_ID},
+        ${PEER1_ID},
+        ${scopeJson}::jsonb,
+        ${'active'},
+        now()
+      )
+      RETURNING id
+    `;
+    expect(grants).toHaveLength(1);
+    const grantId = grants[0]!['id'] as string;
+
+    // Audit log row
+    await sql!`
+      INSERT INTO federation_audit_log
+        (request_id, peer_id, subject_user_id, grant_id, verb, resource, status_code, created_at)
+      VALUES (
+        ${T + '-req-001'},
+        ${PEER1_ID},
+        ${USER1_ID},
+        ${grantId},
+        ${'list'},
+        ${'tasks'},
+        ${200},
+        now()
+      )
+    `;
+
+    // Verify the audit row is present and has correct data.
+    const auditRows = await sql!`
+      SELECT * FROM federation_audit_log WHERE request_id = ${T + '-req-001'}
+    `;
+    expect(auditRows).toHaveLength(1);
+    expect(auditRows[0]!['status_code']).toBe(200);
+    expect(auditRows[0]!['verb']).toBe('list');
+    expect(auditRows[0]!['resource']).toBe('tasks');
+  }, 30_000);
+
+  // ── 2. FK cascade: user delete cascades grants ─────────────────────────────
+
+  it('cascade-deletes federation_grants when the subject user is deleted', async () => {
+    const cascadeUserId = `${T}-cascade-user`;
+    await sql!`
+      INSERT INTO users (id, name, email, email_verified, created_at, updated_at)
+      VALUES (${cascadeUserId}, ${'Cascade User'}, ${cascadeUserId + '@example.com'}, false, now(), now())
+      ON CONFLICT (id) DO NOTHING
+    `;
+    const scopeJson = JSON.stringify({ resources: ['tasks'] });
+    await sql!`
+      INSERT INTO federation_grants
+        (subject_user_id, peer_id, scope, status, revoked_reason, created_at)
+      VALUES (
+        ${cascadeUserId},
+        ${PEER1_ID},
+        ${scopeJson}::jsonb,
+        ${'active'},
+        ${T + '-cascade-test'},
+        now()
+      )
+    `;
+
+    const before = await sql!`
+      SELECT count(*)::int AS cnt FROM federation_grants WHERE subject_user_id = ${cascadeUserId}
+    `;
+    expect(before[0]!['cnt']).toBe(1);
+
+    // Delete user → grants should cascade-delete.
+    await sql!`DELETE FROM users WHERE id = ${cascadeUserId}`;
+
+    const after = await sql!`
+      SELECT count(*)::int AS cnt FROM federation_grants WHERE subject_user_id = ${cascadeUserId}
+    `;
+    expect(after[0]!['cnt']).toBe(0);
+  }, 15_000);
+
+  // ── 3. FK set-null: peer delete sets audit_log.peer_id to NULL ────────────
+
+  it('sets federation_audit_log.peer_id to NULL when the peer is deleted', async () => {
+    // Insert a throwaway peer for this specific cascade test.
+    await sql!`
+      INSERT INTO federation_peers
+        (id, common_name, display_name, cert_pem, cert_serial, cert_not_after, state, created_at)
+      VALUES (
+        ${PEER2_ID},
+        ${T + '-gateway-throwaway-com'},
+        ${'Throwaway Peer'},
+        ${'cert-pem-placeholder'},
+        ${T + '-serial-002'},
+        now() + interval '1 year',
+        ${'active'},
+        now()
+      )
+      ON CONFLICT (id) DO NOTHING
+    `;
+    const reqId = `${T}-req-setnull`;
+    await sql!`
+      INSERT INTO federation_audit_log
+        (request_id, peer_id, subject_user_id, verb, resource, status_code, created_at)
+      VALUES (
+        ${reqId},
+        ${PEER2_ID},
+        ${USER1_ID},
+        ${'get'},
+        ${'tasks'},
+        ${200},
+        now()
+      )
+    `;
+
+    await sql!`DELETE FROM federation_peers WHERE id = ${PEER2_ID}`;
+
+    const rows = await sql!`
+      SELECT peer_id FROM federation_audit_log WHERE request_id = ${reqId}
+    `;
+    expect(rows).toHaveLength(1);
+    expect(rows[0]!['peer_id']).toBeNull();
+  }, 15_000);
+
+  // ── 4. Enum constraint: invalid grant_status rejected ─────────────────────
+
+  it('rejects an invalid grant_status value with a DB error', async () => {
+    const scopeJson = JSON.stringify({ resources: ['tasks'] });
+    await expect(
+      sql!`
+        INSERT INTO federation_grants
+          (subject_user_id, peer_id, scope, status, created_at)
+        VALUES (
+          ${USER1_ID},
+          ${PEER1_ID},
+          ${scopeJson}::jsonb,
+          ${'invalid_status'},
+          now()
+        )
+      `,
+    ).rejects.toThrow();
+  }, 10_000);
+
+  // ── 5. Enum constraint: invalid peer_state rejected ───────────────────────
+
+  it('rejects an invalid peer_state value with a DB error', async () => {
+    await expect(
+      sql!`
+        INSERT INTO federation_peers
+          (common_name, display_name, cert_pem, cert_serial, cert_not_after, state, created_at)
+        VALUES (
+          ${'bad-state-peer'},
+          ${'Bad State'},
+          ${'pem'},
+          ${'bad-serial-999'},
+          now() + interval '1 year',
+          ${'invalid_state'},
+          now()
+        )
+      `,
+    ).rejects.toThrow();
+  }, 10_000);
+
+  // ── 6. Unique constraint: duplicate cert_serial rejected ──────────────────
+
+  it('rejects a duplicate cert_serial with a unique constraint violation', async () => {
+    await expect(
+      sql!`
+        INSERT INTO federation_peers
+          (common_name, display_name, cert_pem, cert_serial, cert_not_after, state, created_at)
+        VALUES (
+          ${T + '-dup-cn'},
+          ${'Dup Peer'},
+          ${'pem'},
+          ${T + '-serial-001'},
+          now() + interval '1 year',
+          ${'pending'},
+          now()
+        )
+      `,
+    ).rejects.toThrow();
+  }, 10_000);
+
+  // ── 7. FK cascade: peer delete cascades to federation_grants ─────────────
+
+  it('cascade-deletes federation_grants when the owning peer is deleted', async () => {
+    const PEER3_ID = `f2000003-0000-4000-8000-000000000003`;
+    const cascadeGrantUserId = `${T}-cascade-grant-user`;
+
+    // Insert a dedicated user and peer for this test.
+    await sql!`
+      INSERT INTO users (id, name, email, email_verified, created_at, updated_at)
+      VALUES (${cascadeGrantUserId}, ${'Cascade Grant User'}, ${cascadeGrantUserId + '@example.com'}, false, now(), now())
+      ON CONFLICT (id) DO NOTHING
+    `;
+    await sql!`
+      INSERT INTO federation_peers
+        (id, common_name, display_name, cert_pem, cert_serial, cert_not_after, state, created_at)
+      VALUES (
+        ${PEER3_ID},
+        ${T + '-gateway-cascade-peer'},
+        ${'Cascade Peer'},
+        ${'cert-pem-cascade'},
+        ${T + '-serial-003'},
+        now() + interval '1 year',
+        ${'active'},
+        now()
+      )
+      ON CONFLICT (id) DO NOTHING
+    `;
+
+    const scopeJson = JSON.stringify({ resources: ['tasks'] });
+    await sql!`
+      INSERT INTO federation_grants
+        (subject_user_id, peer_id, scope, status, created_at)
+      VALUES (
+        ${cascadeGrantUserId},
+        ${PEER3_ID},
+        ${scopeJson}::jsonb,
+        ${'active'},
+        now()
+      )
+    `;
+
+    const before = await sql!`
+      SELECT count(*)::int AS cnt FROM federation_grants WHERE peer_id = ${PEER3_ID}
+    `;
+    expect(before[0]!['cnt']).toBe(1);
+
+    // Delete peer → grants should cascade-delete.
+    await sql!`DELETE FROM federation_peers WHERE id = ${PEER3_ID}`;
+
+    const after = await sql!`
+      SELECT count(*)::int AS cnt FROM federation_grants WHERE peer_id = ${PEER3_ID}
+    `;
+    expect(after[0]!['cnt']).toBe(0);
+
+    // Cleanup
+    await sql!`DELETE FROM users WHERE id = ${cascadeGrantUserId}`.catch(() => {});
+  }, 15_000);
+});

packages/db/src/federation.ts

@@ -0,0 +1,20 @@
+/**
+ * Federation schema re-exports.
+ *
+ * The actual table and enum definitions live in schema.ts (alongside all other
+ * Drizzle tables) to avoid CJS/ESM cross-import issues when drizzle-kit loads
+ * schema files via esbuild-register.  Application code that wants named imports
+ * for federation symbols should import from this file.
+ *
+ * M2-01: DB tables and enums only. No business logic.
+ * M2-03 will add JSON schema validation for the `scope` column.
+ * M4 will write rows to federation_audit_log.
+ */
+
+export {
+  peerStateEnum,
+  grantStatusEnum,
+  federationPeers,
+  federationGrants,
+  federationAuditLog,
+} from './schema.js';

packages/db/src/index.ts

@@ -2,6 +2,7 @@ export { createDb, type Db, type DbHandle } from './client.js';
 export { createPgliteDb } from './client-pglite.js';
 export { runMigrations } from './migrate.js';
 export * from './schema.js';
+export * from './federation.js';
 export {
   eq,
   and,

packages/db/src/schema.ts

@@ -5,6 +5,7 @@
 
 import {
   pgTable,
+  pgEnum,
   text,
   timestamp,
   boolean,
@@ -372,7 +373,11 @@ export const messages = pgTable(
 
 // ─── pgvector custom type ───────────────────────────────────────────────────
 
-const vector = customType<{ data: number[]; driverParam: string; config: { dimensions: number } }>({
+export const vector = customType<{
+  data: number[];
+  driverParam: string;
+  config: { dimensions: number };
+}>({
   dataType(config) {
     return `vector(${config?.dimensions ?? 1536})`;
   },
@@ -581,3 +586,194 @@ export const summarizationJobs = pgTable(
   },
   (t) => [index('summarization_jobs_status_idx').on(t.status)],
 );
+
+// ─── Federation ──────────────────────────────────────────────────────────────
+// Enums declared before tables that reference them.
+// All federation definitions live in this file (avoids CJS/ESM cross-import
+// issues when drizzle-kit loads schema files via esbuild-register).
+// Application code imports from `federation.ts` which re-exports from here.
+
+/**
+ * Lifecycle state of a federation peer.
+ * - pending:   registered but not yet approved / TLS handshake not confirmed
+ * - active:    fully operational; mTLS verified
+ * - suspended: temporarily blocked; cert still valid
+ * - revoked:   cert revoked; no traffic allowed
+ */
+export const peerStateEnum = pgEnum('peer_state', ['pending', 'active', 'suspended', 'revoked']);
+
+/**
+ * Lifecycle state of a federation grant.
+ * - active:  grant is in effect
+ * - revoked: manually revoked before expiry
+ * - expired: natural expiry (expires_at passed)
+ */
+export const grantStatusEnum = pgEnum('grant_status', ['active', 'revoked', 'expired']);
+
+/**
+ * A registered peer gateway identified by its Step-CA certificate CN.
+ * Represents both inbound peers (other gateways querying us) and outbound
+ * peers (gateways we query — identified by client_key_pem being set).
+ */
+export const federationPeers = pgTable(
+  'federation_peers',
+  {
+    id: uuid('id').primaryKey().defaultRandom(),
+
+    /** Certificate CN, e.g. "gateway-uscllc-com". Unique — one row per peer identity. */
+    commonName: text('common_name').notNull().unique(),
+
+    /** Human-friendly label shown in admin UI. */
+    displayName: text('display_name').notNull(),
+
+    /** Pinned PEM certificate used for mTLS verification. */
+    certPem: text('cert_pem').notNull(),
+
+    /** Certificate serial number — used for CRL / revocation lookup. */
+    certSerial: text('cert_serial').notNull().unique(),
+
+    /** Certificate expiry — used by the renewal scheduler (FED-M6). */
+    certNotAfter: timestamp('cert_not_after', { withTimezone: true }).notNull(),
+
+    /**
+     * Sealed (encrypted) private key for outbound connections TO this peer.
+     * NULL for inbound-only peer rows (we serve them; we don't call them).
+     */
+    clientKeyPem: text('client_key_pem'),
+
+    /** Current peer lifecycle state. */
+    state: peerStateEnum('state').notNull().default('pending'),
+
+    /** Base URL for outbound queries, e.g. "https://woltje.com:443". NULL for inbound-only peers. */
+    endpointUrl: text('endpoint_url'),
+
+    /** Timestamp of the most recent successful inbound or outbound request. */
+    lastSeenAt: timestamp('last_seen_at', { withTimezone: true }),
+
+    createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
+
+    /** Populated when the cert is revoked; NULL while the peer is active. */
+    revokedAt: timestamp('revoked_at', { withTimezone: true }),
+  },
+  (t) => [
+    // CRL / revocation lookups by serial.
+    index('federation_peers_cert_serial_idx').on(t.certSerial),
+    // Filter peers by state (e.g. find all active peers for outbound routing).
+    index('federation_peers_state_idx').on(t.state),
+  ],
+);
+
+/**
+ * A grant lets a specific peer cert query a specific local user's data within
+ * a defined scope. Scopes are validated by JSON Schema in M2-03; this table
+ * stores them as raw jsonb.
+ */
+export const federationGrants = pgTable(
+  'federation_grants',
+  {
+    id: uuid('id').primaryKey().defaultRandom(),
+
+    /**
+     * The local user whose data this grant exposes.
+     * Cascade delete: if the user account is deleted, revoke all their grants.
+     */
+    subjectUserId: text('subject_user_id')
+      .notNull()
+      .references(() => users.id, { onDelete: 'cascade' }),
+
+    /**
+     * The peer gateway holding the grant.
+     * Cascade delete: if the peer record is removed, the grant is moot.
+     */
+    peerId: uuid('peer_id')
+      .notNull()
+      .references(() => federationPeers.id, { onDelete: 'cascade' }),
+
+    /**
+     * Scope object — validated by JSON Schema (M2-03).
+     * Example: { "resources": ["tasks", "notes"], "operations": ["list", "get"] }
+     */
+    scope: jsonb('scope').notNull(),
+
+    /** Current grant lifecycle state. */
+    status: grantStatusEnum('status').notNull().default('active'),
+
+    /** Optional hard expiry. NULL means the grant does not expire automatically. */
+    expiresAt: timestamp('expires_at', { withTimezone: true }),
+
+    createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
+
+    /** Populated when the grant is explicitly revoked. */
+    revokedAt: timestamp('revoked_at', { withTimezone: true }),
+
+    /** Human-readable reason for revocation (audit trail). */
+    revokedReason: text('revoked_reason'),
+  },
+  (t) => [
+    // Hot path: look up active grants for a subject user (auth middleware).
+    index('federation_grants_subject_status_idx').on(t.subjectUserId, t.status),
+    // Hot path: look up active grants held by a peer (inbound request check).
+    index('federation_grants_peer_status_idx').on(t.peerId, t.status),
+  ],
+);
+
+/**
+ * Append-only audit log of all federation requests.
+ * M4 writes rows here. M2 only creates the table.
+ *
+ * All FKs use SET NULL so audit rows survive peer/user/grant deletion.
+ */
+export const federationAuditLog = pgTable(
+  'federation_audit_log',
+  {
+    id: uuid('id').primaryKey().defaultRandom(),
+
+    /** UUIDv7 from the X-Request-ID header — correlates with OTEL traces. */
+    requestId: text('request_id').notNull(),
+
+    /** Peer that made the request. SET NULL if the peer is later deleted. */
+    peerId: uuid('peer_id').references(() => federationPeers.id, { onDelete: 'set null' }),
+
+    /** Subject user whose data was queried. SET NULL if the user is deleted. */
+    subjectUserId: text('subject_user_id').references(() => users.id, { onDelete: 'set null' }),
+
+    /** Grant under which the request was authorised. SET NULL if the grant is deleted. */
+    grantId: uuid('grant_id').references(() => federationGrants.id, { onDelete: 'set null' }),
+
+    /** Request verb: "list" | "get" | "search". */
+    verb: text('verb').notNull(),
+
+    /** Resource type: "tasks" | "notes" | "memory" | etc. */
+    resource: text('resource').notNull(),
+
+    /** HTTP status code returned to the peer. */
+    statusCode: integer('status_code').notNull(),
+
+    /** Number of items returned (NULL for non-list requests or errors). */
+    resultCount: integer('result_count'),
+
+    /** Why the request was denied (NULL when allowed). */
+    deniedReason: text('denied_reason'),
+
+    /** End-to-end latency in milliseconds. */
+    latencyMs: integer('latency_ms'),
+
+    createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
+
+    // Reserved for M4 — see PRD 7.3
+    /** SHA-256 of the normalised GraphQL/REST query string; written by M4 search. */
+    queryHash: text('query_hash'),
+    /** Request outcome: "allowed" | "denied" | "partial"; written by M4. */
+    outcome: text('outcome'),
+    /** Response payload size in bytes; written by M4. */
+    bytesOut: integer('bytes_out'),
+  },
+  (t) => [
+    // Per-peer request history in reverse chronological order.
+    index('federation_audit_log_peer_created_at_idx').on(t.peerId, t.createdAt.desc()),
+    // Per-user access log in reverse chronological order.
+    index('federation_audit_log_subject_created_at_idx').on(t.subjectUserId, t.createdAt.desc()),
+    // Global time-range scans (dashboards, rate-limit windows).
+    index('federation_audit_log_created_at_idx').on(t.createdAt.desc()),
+  ],
+);

packages/design-tokens/package.json

@@ -3,7 +3,7 @@
   "version": "0.0.2",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "packages/design-tokens"
   },
   "type": "module",

packages/forge/package.json

@@ -3,7 +3,7 @@
   "version": "0.0.3",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "packages/forge"
   },
   "type": "module",

packages/log/package.json

@@ -3,7 +3,7 @@
   "version": "0.0.3",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "packages/log"
   },
   "type": "module",

packages/macp/package.json

@@ -3,7 +3,7 @@
   "version": "0.0.3",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "packages/macp"
   },
   "type": "module",

packages/memory/package.json

@@ -3,7 +3,7 @@
   "version": "0.0.4",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "packages/memory"
   },
   "type": "module",

packages/mosaic/__tests__/integration/full-wizard.test.ts

@@ -17,6 +17,7 @@ import { runWizard } from '../../src/wizard.js';
 describe('Full Wizard (headless)', () => {
   let tmpDir: string;
   const repoRoot = join(import.meta.dirname, '..', '..');
+  const originalEnv = { ...process.env };
 
   beforeEach(() => {
     tmpDir = mkdtempSync(join(tmpdir(), 'mosaic-wizard-test-'));
@@ -32,12 +33,16 @@ describe('Full Wizard (headless)', () => {
 
   afterEach(() => {
     rmSync(tmpDir, { recursive: true, force: true });
+    process.env = { ...originalEnv };
   });
 
   it('quick start produces valid SOUL.md', async () => {
+    // The headless path reads agent name from MOSAIC_AGENT_NAME env var
+    // (via agentIntentStage) rather than prompting interactively.
+    process.env['MOSAIC_AGENT_NAME'] = 'TestBot';
+
     const prompter = new HeadlessPrompter({
       'Installation mode': 'quick',
-      'What name should agents use?': 'TestBot',
       'Communication style': 'direct',
       'Your name': 'Tester',
       'Your pronouns': 'They/Them',
@@ -62,9 +67,10 @@ describe('Full Wizard (headless)', () => {
   });
 
   it('quick start produces valid USER.md', async () => {
+    process.env['MOSAIC_AGENT_NAME'] = 'TestBot';
+
     const prompter = new HeadlessPrompter({
       'Installation mode': 'quick',
-      'What name should agents use?': 'TestBot',
       'Communication style': 'direct',
       'Your name': 'Tester',
       'Your pronouns': 'He/Him',

packages/mosaic/framework/defaults/AGENTS.md

@@ -151,11 +151,68 @@ When delegating work to subagents, you MUST select the cheapest model capable of
 
 **Runtime-specific syntax**: See the runtime reference for how to specify model tier when spawning subagents (e.g., Claude Code Task tool `model` parameter).
 
+## Superpowers Enforcement (Hard Rule)
+
+Mosaic provides capabilities beyond basic code editing: **skills**, **hooks**, **MCP tools**, and **plugins**. These are not optional extras — they are force multipliers that agents MUST actively use when applicable. Under-utilization of superpowers is a framework violation.
+
+### Skills
+
+Skills are domain-specific instruction sets in `~/.config/mosaic/skills/` that encode best practices, patterns, and guardrails. They are loaded into agents via the runtime's skill mechanism (e.g., Claude Code slash commands, Pi `--skill` flag).
+
+**Rules:**
+
+1. Before starting implementation, scan available skills (`ls ~/.config/mosaic/skills/`) and load any that match the task domain.
+2. When a skill exists for the technology being used (e.g., `nestjs-best-practices` for NestJS work), you MUST load it.
+3. When spawning workers, include skill loading in the kickstart prompt.
+4. If you complete a task without loading a relevant available skill, that is a quality gap.
+
+### Hooks
+
+Hooks provide automated quality gates (lint, format, typecheck) that fire on file edits. They are configured in the runtime settings and run automatically.
+
+**Rules:**
+
+1. Do NOT bypass or suppress hook output. If a hook reports errors, fix them before proceeding.
+2. Hook failures are immediate feedback — treat them like failing tests.
+3. If a hook is consistently failing on valid code, report it as a framework issue rather than working around it.
+
+### MCP Tools
+
+MCP servers extend agent capabilities with external integrations (sequential-thinking, web search, memory, browser automation, etc.). Available MCP tools are listed at session start.
+
+**Rules:**
+
+1. **sequential-thinking** is REQUIRED for planning, architecture, and multi-step reasoning. Use it — do not skip structured thinking for complex decisions.
+2. **OpenBrain** (`capture`, `search`, `recent`) is the cross-agent memory layer. Capture discoveries and search for prior context at session start.
+3. When a task involves web research, browser testing, or external data, use the available MCP tools (web-search, chrome-devtools, web-reader) rather than asking the user to look things up.
+4. Check available MCP tools at session start and use them proactively throughout the session.
+
+### Plugins (Runtime-Specific)
+
+Runtime plugins (e.g., Claude Code's `feature-dev`, `pr-review-toolkit`, `code-review`) provide specialized agent capabilities like code review, architecture analysis, and test coverage analysis.
+
+**Rules:**
+
+1. After completing a significant code change, use code review plugins proactively — do not wait for the user to ask.
+2. Before creating a PR, use PR review plugins to catch issues early.
+3. When designing architecture, use planning/architecture plugins for structured analysis.
+
+### Self-Evolution
+
+The Mosaic framework should improve over time based on usage patterns:
+
+1. When you discover a recurring pattern that should be codified, capture it to OpenBrain with `type: "framework-improvement"`.
+2. When a hook, skill, or tool is missing for a common task, capture the gap to OpenBrain with `type: "tooling-gap"`.
+3. When a framework rule causes friction without adding value, capture the observation to OpenBrain with `type: "framework-friction"`.
+
+These captures feed the framework's continuous improvement cycle.
+
 ## Skills Policy
 
-- Use only the minimum required skills for the active task.
+- Load skills that match the active task domain before starting implementation.
 - Do not load unrelated skills.
 - Follow skill trigger rules from the active runtime instruction layer.
+- Actively check `~/.config/mosaic/skills/` for applicable skills rather than passively waiting for them to be mentioned.
 
 ## Session Closure Requirement
 

packages/mosaic/framework/defaults/README.md

@@ -4,14 +4,20 @@ Universal agent standards layer for Claude Code, Codex, OpenCode, and Pi.
 
 One config, every runtime, same standards.
 
-> **This is the framework component of [mosaic-stack](https://git.mosaicstack.dev/mosaic/mosaic-stack).** No personal data, credentials, user-specific preferences, or machine-specific paths should be committed. All personalization happens at install time via `mosaic init` or by editing files in `~/.config/mosaic/` after installation.
+> **This is the framework component of [mosaic-stack](https://git.mosaicstack.dev/mosaicstack/stack).** No personal data, credentials, user-specific preferences, or machine-specific paths should be committed. All personalization happens at install time via `mosaic init` or by editing files in `~/.config/mosaic/` after installation.
 
 ## Quick Install
 
 ### Mac / Linux
 
 ```bash
-bash <(curl -fsSL https://git.mosaicstack.dev/mosaic/mosaic-stack/raw/branch/main/tools/install.sh)
+curl -fsSL https://mosaicstack.dev/install.sh | bash
+```
+
+Or use the direct URL:
+
+```bash
+bash <(curl -fsSL https://git.mosaicstack.dev/mosaicstack/stack/raw/branch/main/tools/install.sh)
 ```
 
 ### Windows (PowerShell)
@@ -23,8 +29,8 @@ bash <(curl -fsSL https://git.mosaicstack.dev/mosaic/mosaic-stack/raw/branch/mai
 ### From Source (any platform)
 
 ```bash
-git clone git@git.mosaicstack.dev:mosaic/mosaic-stack.git ~/src/mosaic-stack
+git clone git@git.mosaicstack.dev:mosaicstack/stack.git ~/src/stack
-cd ~/src/mosaic-stack && bash tools/install.sh
+cd ~/src/stack && bash tools/install.sh
 ```
 
 The installer:
@@ -145,13 +151,19 @@ mosaic upgrade check       # Check upgrade status (no changes)
 Run the installer again — it handles upgrades automatically:
 
 ```bash
-bash <(curl -fsSL https://git.mosaicstack.dev/mosaic/mosaic-stack/raw/branch/main/tools/install.sh)
+curl -fsSL https://mosaicstack.dev/install.sh | bash
+```
+
+Or use the direct URL:
+
+```bash
+bash <(curl -fsSL https://git.mosaicstack.dev/mosaicstack/stack/raw/branch/main/tools/install.sh)
 ```
 
 Or from a local checkout:
 
 ```bash
-cd ~/src/mosaic-stack && git pull && bash tools/install.sh
+cd ~/src/stack && git pull && bash tools/install.sh
 ```
 
 The installer preserves local `SOUL.md`, `USER.md`, `TOOLS.md`, and `memory/` by default.

packages/mosaic/framework/install.sh

@@ -19,8 +19,9 @@ SOURCE_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
 TARGET_DIR="${MOSAIC_HOME:-$HOME/.config/mosaic}"
 INSTALL_MODE="${MOSAIC_INSTALL_MODE:-prompt}"
 
-# Files preserved across upgrades (never overwritten)
+# Files/dirs preserved across upgrades (never overwritten).
-PRESERVE_PATHS=("SOUL.md" "USER.md" "TOOLS.md" "memory" "sources")
+# User-created content in these paths survives rsync --delete.
+PRESERVE_PATHS=("AGENTS.md" "SOUL.md" "USER.md" "TOOLS.md" "STANDARDS.md" "memory" "sources" "credentials")
 
 # Current framework schema version — bump this when the layout changes.
 # The migration system uses this to run upgrade steps.
@@ -217,8 +218,27 @@ fi
 
 sync_framework
 
-# Ensure memory directory exists
+# Ensure persistent directories exist
 mkdir -p "$TARGET_DIR/memory"
+mkdir -p "$TARGET_DIR/credentials"
+
+# Seed defaults — copy framework contract files from defaults/ to framework
+# root if not already present. These ship with sensible defaults but must
+# never be overwritten once the user has customized them.
+#
+# This list must match the framework-contract whitelist in
+# packages/mosaic/src/config/file-adapter.ts (FileConfigAdapter.syncFramework).
+# SOUL.md and USER.md are intentionally NOT seeded here — they are generated
+# by `mosaic init` from templates with user-supplied values.
+DEFAULTS_DIR="$TARGET_DIR/defaults"
+if [[ -d "$DEFAULTS_DIR" ]]; then
+  for default_file in AGENTS.md STANDARDS.md TOOLS.md; do
+    if [[ -f "$DEFAULTS_DIR/$default_file" ]] && [[ ! -f "$TARGET_DIR/$default_file" ]]; then
+      cp "$DEFAULTS_DIR/$default_file" "$TARGET_DIR/$default_file"
+      ok "Seeded $default_file from defaults"
+    fi
+  done
+fi
 
 # Ensure tool scripts are executable
 find "$TARGET_DIR/tools" -name "*.sh" -exec chmod +x {} + 2>/dev/null || true

packages/mosaic/framework/runtime/claude/RUNTIME.md

@@ -102,3 +102,30 @@ claude mcp add --scope user <name> -- npx -y <package>
 `--scope local` = default, local-only (not committed).
 
 Do NOT add `mcpServers` to `~/.claude/settings.json` — that key is ignored for MCP loading.
+
+## Required Claude Code Settings (Enforced by Launcher)
+
+The `mosaic claude` launcher validates that `~/.claude/settings.json` contains the required Mosaic configuration. Missing or outdated settings trigger a warning at launch.
+
+**Required hooks:**
+
+| Event       | Matcher                  | Script                    | Purpose                                        |
+| ----------- | ------------------------ | ------------------------- | ---------------------------------------------- |
+| PreToolUse  | `Write\|Edit\|MultiEdit` | `prevent-memory-write.sh` | Block writes to `~/.claude/projects/*/memory/` |
+| PostToolUse | `Edit\|MultiEdit\|Write` | `qa-hook-stdin.sh`        | QA report generation after code edits          |
+| PostToolUse | `Edit\|MultiEdit\|Write` | `typecheck-hook.sh`       | Inline TypeScript type checking                |
+
+**Required plugins:**
+
+| Plugin              | Purpose                                                                                                  |
+| ------------------- | -------------------------------------------------------------------------------------------------------- |
+| `feature-dev`       | Subagent architecture: code-reviewer, code-architect, code-explorer                                      |
+| `pr-review-toolkit` | PR review: code-simplifier, comment-analyzer, test-analyzer, silent-failure-hunter, type-design-analyzer |
+| `code-review`       | Standalone code review capabilities                                                                      |
+
+**Required settings:**
+
+- `enableAllMcpTools: true` — Allow all configured MCP tools without per-tool approval
+- `model: "opus"` — Default to opus for orchestrator-level sessions (workers use tiered models via Task tool)
+
+If `mosaic claude` detects missing hooks or plugins, it will print a warning with the exact settings to add. The session will still launch — enforcement is advisory, not blocking — but agents operating without these settings are running degraded.

packages/mosaic/framework/runtime/claude/settings.json

@@ -23,6 +23,16 @@
             "timeout": 60
           }
         ]
+      },
+      {
+        "matcher": "Edit|MultiEdit|Write",
+        "hooks": [
+          {
+            "type": "command",
+            "command": "~/.config/mosaic/tools/qa/typecheck-hook.sh",
+            "timeout": 30
+          }
+        ]
       }
     ]
   },

packages/mosaic/framework/templates/TOOLS.md.template

@@ -5,32 +5,32 @@ Project-specific tooling belongs in the project's `AGENTS.md`, not here.
 
 ## Mosaic Git Wrappers (Use First)
 
-Mosaic wrappers at `~/.config/mosaic/rails/git/*.sh` handle platform detection and edge cases. Always use these before raw CLI commands.
+Mosaic wrappers at `~/.config/mosaic/tools/git/*.sh` handle platform detection and edge cases. Always use these before raw CLI commands.
 
 ```bash
 # Issues
-~/.config/mosaic/rails/git/issue-create.sh
+~/.config/mosaic/tools/git/issue-create.sh
-~/.config/mosaic/rails/git/issue-close.sh
+~/.config/mosaic/tools/git/issue-close.sh
 
 # PRs
-~/.config/mosaic/rails/git/pr-create.sh
+~/.config/mosaic/tools/git/pr-create.sh
-~/.config/mosaic/rails/git/pr-merge.sh
+~/.config/mosaic/tools/git/pr-merge.sh
 
 # Milestones
-~/.config/mosaic/rails/git/milestone-create.sh
+~/.config/mosaic/tools/git/milestone-create.sh
 
 # CI queue guard (required before push/merge)
-~/.config/mosaic/rails/git/ci-queue-wait.sh --purpose push|merge
+~/.config/mosaic/tools/git/ci-queue-wait.sh --purpose push|merge
 ```
 
 ## Code Review (Codex)
 
 ```bash
 # Code quality review
-~/.config/mosaic/rails/codex/codex-code-review.sh --uncommitted
+~/.config/mosaic/tools/codex/codex-code-review.sh --uncommitted
 
 # Security review
-~/.config/mosaic/rails/codex/codex-security-review.sh --uncommitted
+~/.config/mosaic/tools/codex/codex-security-review.sh --uncommitted
 ```
 
 ## Git Providers

packages/mosaic/framework/tools/_scripts/mosaic-sync-skills

@@ -7,6 +7,11 @@ SKILLS_REPO_DIR="${MOSAIC_SKILLS_REPO_DIR:-$MOSAIC_HOME/sources/agent-skills}"
 MOSAIC_SKILLS_DIR="$MOSAIC_HOME/skills"
 MOSAIC_LOCAL_SKILLS_DIR="$MOSAIC_HOME/skills-local"
 
+# Colon-separated list of skill names to install.  When set, only these skills
+# are linked into runtime skill directories.  Empty/unset = link all skills
+# (the legacy "mosaic sync" full-catalog behavior).
+MOSAIC_INSTALL_SKILLS="${MOSAIC_INSTALL_SKILLS:-}"
+
 fetch=1
 link_only=0
 
@@ -25,6 +30,7 @@ Env:
   MOSAIC_HOME               Default: ~/.config/mosaic
   MOSAIC_SKILLS_REPO_URL    Default: https://git.mosaicstack.dev/mosaic/agent-skills.git
   MOSAIC_SKILLS_REPO_DIR    Default: ~/.config/mosaic/sources/agent-skills
+  MOSAIC_INSTALL_SKILLS     Colon-separated list of skills to link (default: all)
 USAGE
 }
 
@@ -156,6 +162,27 @@ link_targets=(
 
 canonical_real="$(readlink -f "$MOSAIC_SKILLS_DIR")"
 
+# Build an associative array from the colon-separated whitelist for O(1) lookup.
+# When MOSAIC_INSTALL_SKILLS is empty, all skills are allowed.
+declare -A _skill_whitelist=()
+_whitelist_active=0
+if [[ -n "$MOSAIC_INSTALL_SKILLS" ]]; then
+  _whitelist_active=1
+  IFS=':' read -ra _wl_items <<< "$MOSAIC_INSTALL_SKILLS"
+  for _item in "${_wl_items[@]}"; do
+    [[ -n "$_item" ]] && _skill_whitelist["$_item"]=1
+  done
+fi
+
+is_skill_selected() {
+  local name="$1"
+  if [[ $_whitelist_active -eq 0 ]]; then
+    return 0
+  fi
+  [[ -n "${_skill_whitelist[$name]:-}" ]] && return 0
+  return 1
+}
+
 link_skill_into_target() {
   local skill_path="$1"
   local target_dir="$2"
@@ -168,6 +195,11 @@ link_skill_into_target() {
     return
   fi
 
+  # Respect the install whitelist (set during first-run wizard).
+  if ! is_skill_selected "$name"; then
+    return
+  fi
+
   link_path="$target_dir/$name"
 
   if [[ -L "$link_path" ]]; then

packages/mosaic/framework/tools/portainer/README.md

@@ -13,6 +13,14 @@ export PORTAINER_URL="https://portainer.example.com:9443"
 export PORTAINER_API_KEY="your-api-key-here"
 ```
 
+If your Portainer instance uses a self-signed TLS certificate (e.g. internal LAN), set:
+
+```bash
+export PORTAINER_INSECURE=1
+```
+
+This passes `-k` to all curl calls, bypassing certificate verification. Do not set this against public/production instances.
+
 You can add these to your shell profile (`~/.bashrc`, `~/.zshrc`) or use a `.env` file.
 
 ### Creating an API Key

packages/mosaic/framework/tools/portainer/endpoint-list.sh

@@ -46,8 +46,14 @@ fi
 # Remove trailing slash from URL
 PORTAINER_URL="${PORTAINER_URL%/}"
 
+# TLS options
+CURL_OPTS=()
+if [ "${PORTAINER_INSECURE:-0}" = "1" ]; then
+    CURL_OPTS+=(-k)
+fi
+
 # Fetch endpoints
-response=$(curl -s -w "\n%{http_code}" \
+response=$(curl -s "${CURL_OPTS[@]}" -w "\n%{http_code}" \
     -H "X-API-Key: ${PORTAINER_API_KEY}" \
     "${PORTAINER_URL}/api/endpoints")
 

packages/mosaic/framework/tools/portainer/stack-list.sh

@@ -52,8 +52,14 @@ fi
 # Remove trailing slash from URL
 PORTAINER_URL="${PORTAINER_URL%/}"
 
+# TLS options
+CURL_OPTS=()
+if [ "${PORTAINER_INSECURE:-0}" = "1" ]; then
+    CURL_OPTS+=(-k)
+fi
+
 # Fetch stacks
-response=$(curl -s -w "\n%{http_code}" \
+response=$(curl -s "${CURL_OPTS[@]}" -w "\n%{http_code}" \
     -H "X-API-Key: ${PORTAINER_API_KEY}" \
     "${PORTAINER_URL}/api/stacks")
 

packages/mosaic/framework/tools/portainer/stack-logs.sh

@@ -64,12 +64,18 @@ fi
 # Remove trailing slash from URL
 PORTAINER_URL="${PORTAINER_URL%/}"
 
+# TLS options
+CURL_OPTS=()
+if [ "${PORTAINER_INSECURE:-0}" = "1" ]; then
+    CURL_OPTS+=(-k)
+fi
+
 # Function to make API requests
 api_request() {
     local method="$1"
     local endpoint="$2"
 
-    curl -s -w "\n%{http_code}" -X "$method" \
+    curl -s "${CURL_OPTS[@]}" -w "\n%{http_code}" -X "$method" \
         -H "X-API-Key: ${PORTAINER_API_KEY}" \
         "${PORTAINER_URL}${endpoint}"
 }
@@ -165,7 +171,7 @@ fi
 # Note: Docker API returns raw log stream, not JSON
 if [[ "$FOLLOW" == "true" ]]; then
     # Stream logs
-    curl -s -N \
+    curl -s "${CURL_OPTS[@]}" -N \
         -H "X-API-Key: ${PORTAINER_API_KEY}" \
         "${PORTAINER_URL}/api/endpoints/${ENDPOINT_ID}/docker/containers/${CONTAINER_ID}/logs?${params}" | \
         # Docker log format has 8-byte header per line, strip it
@@ -175,7 +181,7 @@ if [[ "$FOLLOW" == "true" ]]; then
         done
 else
     # Get logs (non-streaming)
-    curl -s \
+    curl -s "${CURL_OPTS[@]}" \
         -H "X-API-Key: ${PORTAINER_API_KEY}" \
         "${PORTAINER_URL}/api/endpoints/${ENDPOINT_ID}/docker/containers/${CONTAINER_ID}/logs?${params}" | \
         # Docker log format has 8-byte header per line, attempt to strip it

packages/mosaic/framework/tools/portainer/stack-redeploy.sh

@@ -63,13 +63,19 @@ fi
 # Remove trailing slash from URL
 PORTAINER_URL="${PORTAINER_URL%/}"
 
+# TLS options
+CURL_OPTS=()
+if [ "${PORTAINER_INSECURE:-0}" = "1" ]; then
+    CURL_OPTS+=(-k)
+fi
+
 # Function to make API requests
 api_request() {
     local method="$1"
     local endpoint="$2"
     local data="${3:-}"
 
-    local args=(-s -w "\n%{http_code}" -X "$method" -H "X-API-Key: ${PORTAINER_API_KEY}")
+    local args=(-s "${CURL_OPTS[@]}" -w "\n%{http_code}" -X "$method" -H "X-API-Key: ${PORTAINER_API_KEY}")
 
     if [[ -n "$data" ]]; then
         args+=(-H "Content-Type: application/json" -d "$data")

packages/mosaic/framework/tools/portainer/stack-start.sh

@@ -54,12 +54,18 @@ fi
 # Remove trailing slash from URL
 PORTAINER_URL="${PORTAINER_URL%/}"
 
+# TLS options
+CURL_OPTS=()
+if [ "${PORTAINER_INSECURE:-0}" = "1" ]; then
+    CURL_OPTS+=(-k)
+fi
+
 # Function to make API requests
 api_request() {
     local method="$1"
     local endpoint="$2"
 
-    curl -s -w "\n%{http_code}" -X "$method" \
+    curl -s "${CURL_OPTS[@]}" -w "\n%{http_code}" -X "$method" \
         -H "X-API-Key: ${PORTAINER_API_KEY}" \
         "${PORTAINER_URL}${endpoint}"
 }

packages/mosaic/framework/tools/portainer/stack-status.sh

@@ -57,12 +57,18 @@ fi
 # Remove trailing slash from URL
 PORTAINER_URL="${PORTAINER_URL%/}"
 
+# TLS options
+CURL_OPTS=()
+if [ "${PORTAINER_INSECURE:-0}" = "1" ]; then
+    CURL_OPTS+=(-k)
+fi
+
 # Function to make API requests
 api_request() {
     local method="$1"
     local endpoint="$2"
 
-    curl -s -w "\n%{http_code}" -X "$method" \
+    curl -s "${CURL_OPTS[@]}" -w "\n%{http_code}" -X "$method" \
         -H "X-API-Key: ${PORTAINER_API_KEY}" \
         "${PORTAINER_URL}${endpoint}"
 }

packages/mosaic/framework/tools/portainer/stack-stop.sh

@@ -54,12 +54,18 @@ fi
 # Remove trailing slash from URL
 PORTAINER_URL="${PORTAINER_URL%/}"
 
+# TLS options
+CURL_OPTS=()
+if [ "${PORTAINER_INSECURE:-0}" = "1" ]; then
+    CURL_OPTS+=(-k)
+fi
+
 # Function to make API requests
 api_request() {
     local method="$1"
     local endpoint="$2"
 
-    curl -s -w "\n%{http_code}" -X "$method" \
+    curl -s "${CURL_OPTS[@]}" -w "\n%{http_code}" -X "$method" \
         -H "X-API-Key: ${PORTAINER_API_KEY}" \
         "${PORTAINER_URL}${endpoint}"
 }

packages/mosaic/framework/tools/qa/typecheck-hook.sh

@@ -0,0 +1,63 @@
+#!/bin/bash
+# Lightweight PostToolUse typecheck hook for TypeScript files.
+# Runs tsc --noEmit on the nearest tsconfig after TS/TSX edits.
+# Returns non-zero with diagnostic output so the agent sees type errors immediately.
+# Location: ~/.config/mosaic/tools/qa/typecheck-hook.sh
+
+set -eo pipefail
+
+# Read JSON from stdin (Claude Code PostToolUse payload)
+JSON_INPUT=$(cat)
+
+# Extract file path
+if command -v jq &>/dev/null; then
+  FILE_PATH=$(echo "$JSON_INPUT" | jq -r '.tool_input.file_path // .tool_response.filePath // .file_path // empty' 2>/dev/null || echo "")
+else
+  FILE_PATH=$(echo "$JSON_INPUT" | grep -o '"file_path"[[:space:]]*:[[:space:]]*"[^"]*"' | sed 's/.*"\([^"]*\)"$/\1/' | head -1)
+fi
+
+# Only check TypeScript files
+if ! [[ "$FILE_PATH" =~ \.(ts|tsx)$ ]]; then
+  exit 0
+fi
+
+# Must be a real file
+if [ ! -f "$FILE_PATH" ]; then
+  exit 0
+fi
+
+# Find nearest tsconfig.json by walking up from the file
+DIR=$(dirname "$FILE_PATH")
+TSCONFIG=""
+while [ "$DIR" != "/" ] && [ "$DIR" != "." ]; do
+  if [ -f "$DIR/tsconfig.json" ]; then
+    TSCONFIG="$DIR/tsconfig.json"
+    break
+  fi
+  DIR=$(dirname "$DIR")
+done
+
+if [ -z "$TSCONFIG" ]; then
+  # No tsconfig found — skip silently
+  exit 0
+fi
+
+# Run tsc --noEmit from the tsconfig directory
+# Use --pretty for readable output, limit to 10 errors to keep output short
+TSCONFIG_DIR=$(dirname "$TSCONFIG")
+cd "$TSCONFIG_DIR"
+
+# Run typecheck — capture output and exit code
+OUTPUT=$(npx tsc --noEmit --pretty --maxNodeModuleJsDepth 0 2>&1) || STATUS=$?
+
+if [ "${STATUS:-0}" -ne 0 ]; then
+  # Filter output to only show errors related to the edited file (if possible)
+  BASENAME=$(basename "$FILE_PATH")
+  RELEVANT=$(echo "$OUTPUT" | grep -A2 "$BASENAME" 2>/dev/null || echo "$OUTPUT" | head -20)
+
+  echo "TypeScript type errors detected after editing $FILE_PATH:"
+  echo "$RELEVANT"
+  exit 1
+fi
+
+exit 0

packages/mosaic/package.json

@@ -1,9 +1,9 @@
 {
   "name": "@mosaicstack/mosaic",
-  "version": "0.0.26",
+  "version": "0.0.30",
   "repository": {
     "type": "git",
-    "url": "https://git.mosaicstack.dev/mosaicstack/mosaic-stack.git",
+    "url": "https://git.mosaicstack.dev/mosaicstack/stack.git",
     "directory": "packages/mosaic"
   },
   "description": "Mosaic agent framework — installation wizard and meta package",

packages/mosaic/src/cli.ts

@@ -135,15 +135,11 @@ program
 
       // No valid session — prompt for credentials
       if (!session) {
-        const readline = await import('node:readline');
+        const { promptLine, promptSecret } = await import('./commands/gateway/login.js');
-        const rl = readline.createInterface({ input: process.stdin, output: process.stdout });
-        const ask = (q: string): Promise<string> =>
-          new Promise((resolve) => rl.question(q, resolve));
 
         console.log(`Sign in to ${opts.gateway}`);
-        const email = await ask('Email: ');
+        const email = await promptLine('Email: ');
-        const password = await ask('Password: ');
+        const password = await promptSecret('Password: ');
-        rl.close();
 
         try {
           const auth = await signIn(opts.gateway, email, password);

packages/mosaic/src/commands/gateway-doctor.spec.ts

@@ -0,0 +1,294 @@
+/**
+ * Unit tests for gateway-doctor.ts (mosaic gateway doctor).
+ *
+ * All external I/O is mocked — no live services required.
+ */
+
+import { describe, it, expect, vi, beforeEach, afterEach } from 'vitest';
+import type { TierHealthReport } from '@mosaicstack/storage';
+
+/* ------------------------------------------------------------------ */
+/*  Shared mock state                                                   */
+/* ------------------------------------------------------------------ */
+
+const mocks = vi.hoisted(() => {
+  const mockLoadConfig = vi.fn();
+  const mockProbeServiceHealth = vi.fn();
+  const mockExistsSync = vi.fn();
+
+  return { mockLoadConfig, mockProbeServiceHealth, mockExistsSync };
+});
+
+/* ------------------------------------------------------------------ */
+/*  Module mocks                                                        */
+/* ------------------------------------------------------------------ */
+
+vi.mock('@mosaicstack/config', () => ({
+  loadConfig: mocks.mockLoadConfig,
+}));
+
+vi.mock('@mosaicstack/storage', () => ({
+  probeServiceHealth: mocks.mockProbeServiceHealth,
+}));
+
+vi.mock('node:fs', () => ({
+  existsSync: mocks.mockExistsSync,
+}));
+
+/* ------------------------------------------------------------------ */
+/*  Import SUT                                                          */
+/* ------------------------------------------------------------------ */
+
+import { runGatewayDoctor } from './gateway-doctor.js';
+import type { MosaicConfig } from '@mosaicstack/config';
+
+/* ------------------------------------------------------------------ */
+/*  Fixtures                                                            */
+/* ------------------------------------------------------------------ */
+
+const STANDALONE_CONFIG: MosaicConfig = {
+  tier: 'standalone',
+  storage: { type: 'postgres', url: 'postgresql://mosaic:mosaic@localhost:5432/mosaic' },
+  queue: { type: 'bullmq', url: 'redis://localhost:6380' },
+  memory: { type: 'keyword' },
+};
+
+const GREEN_REPORT: TierHealthReport = {
+  tier: 'standalone',
+  configPath: '/some/mosaic.config.json',
+  overall: 'green',
+  services: [
+    { name: 'postgres', status: 'ok', host: 'localhost', port: 5432, durationMs: 42 },
+    { name: 'valkey', status: 'ok', host: 'localhost', port: 6380, durationMs: 10 },
+    { name: 'pgvector', status: 'skipped', durationMs: 0 },
+  ],
+};
+
+const RED_REPORT: TierHealthReport = {
+  tier: 'standalone',
+  configPath: '/some/mosaic.config.json',
+  overall: 'red',
+  services: [
+    {
+      name: 'postgres',
+      status: 'fail',
+      host: 'localhost',
+      port: 5432,
+      durationMs: 5001,
+      error: {
+        message: 'connection refused',
+        remediation: 'Start Postgres: `docker compose ...`',
+      },
+    },
+    { name: 'valkey', status: 'ok', host: 'localhost', port: 6380, durationMs: 8 },
+    { name: 'pgvector', status: 'skipped', durationMs: 0 },
+  ],
+};
+
+const FEDERATED_GREEN_REPORT: TierHealthReport = {
+  tier: 'federated',
+  configPath: '/some/mosaic.config.json',
+  overall: 'green',
+  services: [
+    { name: 'postgres', status: 'ok', host: 'localhost', port: 5433, durationMs: 30 },
+    { name: 'valkey', status: 'ok', host: 'localhost', port: 6380, durationMs: 5 },
+    { name: 'pgvector', status: 'ok', host: 'localhost', port: 5433, durationMs: 25 },
+  ],
+};
+
+/* ------------------------------------------------------------------ */
+/*  Process helpers                                                     */
+/* ------------------------------------------------------------------ */
+
+let stdoutCapture = '';
+let exitCode: number | undefined;
+
+function captureOutput(): void {
+  stdoutCapture = '';
+  exitCode = undefined;
+
+  vi.spyOn(process.stdout, 'write').mockImplementation((chunk) => {
+    stdoutCapture += typeof chunk === 'string' ? chunk : chunk.toString();
+    return true;
+  });
+  vi.spyOn(process.stderr, 'write').mockImplementation(() => true);
+  vi.spyOn(process, 'exit').mockImplementation((code?: string | number | null) => {
+    exitCode = typeof code === 'number' ? code : code != null ? Number(code) : undefined;
+    throw new Error(`process.exit(${String(code)})`);
+  });
+  vi.spyOn(console, 'log').mockImplementation((...args: unknown[]) => {
+    stdoutCapture += args.join(' ') + '\n';
+  });
+}
+
+/* ------------------------------------------------------------------ */
+/*  Tests                                                               */
+/* ------------------------------------------------------------------ */
+
+describe('runGatewayDoctor', () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+    captureOutput();
+
+    // By default: no config file on disk (env-detection path)
+    mocks.mockExistsSync.mockReturnValue(false);
+    mocks.mockLoadConfig.mockReturnValue(STANDALONE_CONFIG);
+    mocks.mockProbeServiceHealth.mockResolvedValue(GREEN_REPORT);
+  });
+
+  afterEach(() => {
+    vi.restoreAllMocks();
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  1. JSON mode: parseable JSON matching the schema                  */
+  /* ---------------------------------------------------------------- */
+
+  it('JSON mode emits parseable JSON matching TierHealthReport schema', async () => {
+    mocks.mockProbeServiceHealth.mockResolvedValue(GREEN_REPORT);
+
+    await runGatewayDoctor({ json: true });
+
+    const parsed = JSON.parse(stdoutCapture) as TierHealthReport;
+    expect(parsed.tier).toBe('standalone');
+    expect(parsed.overall).toBe('green');
+    expect(Array.isArray(parsed.services)).toBe(true);
+    expect(parsed.services).toHaveLength(3);
+
+    // Validate shape of each service check
+    for (const svc of parsed.services) {
+      expect(['postgres', 'valkey', 'pgvector']).toContain(svc.name);
+      expect(['ok', 'fail', 'skipped']).toContain(svc.status);
+      expect(typeof svc.durationMs).toBe('number');
+    }
+
+    // JSON mode must be silent on console.log — output goes to process.stdout only.
+    expect(console.log).not.toHaveBeenCalled();
+  });
+
+  it('JSON mode for federated with 3 ok services', async () => {
+    mocks.mockProbeServiceHealth.mockResolvedValue(FEDERATED_GREEN_REPORT);
+
+    await runGatewayDoctor({ json: true });
+
+    const parsed = JSON.parse(stdoutCapture) as TierHealthReport;
+    expect(parsed.tier).toBe('federated');
+    expect(parsed.overall).toBe('green');
+    expect(parsed.services.every((s) => s.status === 'ok')).toBe(true);
+
+    // JSON mode must be silent on console.log — output goes to process.stdout only.
+    expect(console.log).not.toHaveBeenCalled();
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  2. Plain text mode: service lines and overall verdict             */
+  /* ---------------------------------------------------------------- */
+
+  it('plain text mode includes service lines for each service', async () => {
+    mocks.mockProbeServiceHealth.mockResolvedValue(GREEN_REPORT);
+
+    await runGatewayDoctor({});
+
+    expect(stdoutCapture).toContain('postgres');
+    expect(stdoutCapture).toContain('valkey');
+    expect(stdoutCapture).toContain('pgvector');
+  });
+
+  it('plain text mode includes Overall verdict', async () => {
+    mocks.mockProbeServiceHealth.mockResolvedValue(GREEN_REPORT);
+
+    await runGatewayDoctor({});
+
+    expect(stdoutCapture).toContain('Overall: GREEN');
+  });
+
+  it('plain text mode shows tier and config path in header', async () => {
+    mocks.mockProbeServiceHealth.mockResolvedValue(GREEN_REPORT);
+
+    await runGatewayDoctor({});
+
+    expect(stdoutCapture).toContain('Tier: standalone');
+  });
+
+  it('plain text mode shows remediation for failed services', async () => {
+    mocks.mockProbeServiceHealth.mockResolvedValue(RED_REPORT);
+
+    try {
+      await runGatewayDoctor({});
+    } catch {
+      // process.exit throws in test
+    }
+
+    expect(stdoutCapture).toContain('Remediations:');
+    expect(stdoutCapture).toContain('Start Postgres');
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  3. Exit codes                                                     */
+  /* ---------------------------------------------------------------- */
+
+  it('exits with code 1 when overall is red', async () => {
+    mocks.mockProbeServiceHealth.mockResolvedValue(RED_REPORT);
+
+    await expect(runGatewayDoctor({})).rejects.toThrow('process.exit(1)');
+    expect(exitCode).toBe(1);
+  });
+
+  it('exits with code 0 (no exit call) when overall is green', async () => {
+    mocks.mockProbeServiceHealth.mockResolvedValue(GREEN_REPORT);
+
+    await runGatewayDoctor({});
+
+    // process.exit should NOT have been called for green.
+    expect(exitCode).toBeUndefined();
+  });
+
+  it('JSON mode exits with code 1 when overall is red', async () => {
+    mocks.mockProbeServiceHealth.mockResolvedValue(RED_REPORT);
+
+    await expect(runGatewayDoctor({ json: true })).rejects.toThrow('process.exit(1)');
+    expect(exitCode).toBe(1);
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  4. --config path override is honored                              */
+  /* ---------------------------------------------------------------- */
+
+  it('passes --config path to loadConfig when provided', async () => {
+    const customPath = '/custom/path/mosaic.config.json';
+
+    await runGatewayDoctor({ config: customPath });
+
+    // loadConfig should have been called with the resolved custom path.
+    expect(mocks.mockLoadConfig).toHaveBeenCalledWith(
+      expect.stringContaining('mosaic.config.json'),
+    );
+    // The exact call should include the custom path (resolved).
+    const [calledPath] = mocks.mockLoadConfig.mock.calls[0] as [string | undefined];
+    expect(calledPath).toContain('custom/path/mosaic.config.json');
+  });
+
+  it('calls loadConfig without path when no --config and no file on disk', async () => {
+    mocks.mockExistsSync.mockReturnValue(false);
+
+    await runGatewayDoctor({});
+
+    const [calledPath] = mocks.mockLoadConfig.mock.calls[0] as [string | undefined];
+    // When no file found, resolveConfigPath returns undefined, so loadConfig is called with undefined
+    expect(calledPath).toBeUndefined();
+  });
+
+  it('finds config from cwd when mosaic.config.json exists there', async () => {
+    // First candidate (cwd/mosaic.config.json) exists.
+    mocks.mockExistsSync.mockImplementation((p: unknown) => {
+      return typeof p === 'string' && p.endsWith('mosaic.config.json');
+    });
+
+    await runGatewayDoctor({});
+
+    const [calledPath] = mocks.mockLoadConfig.mock.calls[0] as [string | undefined];
+    expect(calledPath).toBeDefined();
+    expect(typeof calledPath).toBe('string');
+    expect(calledPath!.endsWith('mosaic.config.json')).toBe(true);
+  });
+});

packages/mosaic/src/commands/gateway-doctor.ts

@@ -0,0 +1,143 @@
+/**
+ * gateway-doctor.ts — `mosaic gateway doctor` implementation.
+ *
+ * Reports current tier and per-service health (PG, Valkey, pgvector) for the
+ * Mosaic gateway. Supports machine-readable JSON output for CI.
+ *
+ * Exit codes:
+ *   0 — overall green or yellow
+ *   1 — overall red (at least one required service failed)
+ */
+
+import { existsSync } from 'node:fs';
+import { resolve, join } from 'node:path';
+import { homedir } from 'node:os';
+import { loadConfig } from '@mosaicstack/config';
+import { probeServiceHealth } from '@mosaicstack/storage';
+import type { TierHealthReport, ServiceCheck } from '@mosaicstack/storage';
+
+/* ------------------------------------------------------------------ */
+/*  Config resolution                                                   */
+/* ------------------------------------------------------------------ */
+
+const CONFIG_CANDIDATES = [
+  resolve(process.cwd(), 'mosaic.config.json'),
+  join(homedir(), '.mosaic', 'mosaic.config.json'),
+];
+
+/**
+ * Resolve the config path to report in output.
+ *
+ * Priority:
+ *   1. Explicit `--config <path>` flag
+ *   2. `./mosaic.config.json` (cwd)
+ *   3. `~/.mosaic/mosaic.config.json`
+ *   4. undefined — `loadConfig()` falls back to env-var detection
+ *
+ * `loadConfig()` itself already handles priority 1-3 when passed an explicit
+ * path, and falls back to env-detection when none exists.  We resolve here
+ * only so we can surface the path in the health report.
+ */
+function resolveConfigPath(explicit?: string): string | undefined {
+  if (explicit) return resolve(explicit);
+  for (const candidate of CONFIG_CANDIDATES) {
+    if (existsSync(candidate)) return candidate;
+  }
+  return undefined;
+}
+
+/* ------------------------------------------------------------------ */
+/*  Output helpers                                                      */
+/* ------------------------------------------------------------------ */
+
+const TICK = '\u2713'; // ✓
+const CROSS = '\u2717'; // ✗
+const SKIP = '-';
+
+function padRight(s: string, n: number): string {
+  return s + ' '.repeat(Math.max(0, n - s.length));
+}
+
+function serviceLabel(svc: ServiceCheck): string {
+  const hostPort =
+    svc.host !== undefined && svc.port !== undefined ? `${svc.host}:${svc.port.toString()}` : '';
+  const duration = `(${svc.durationMs.toString()}ms)`;
+
+  switch (svc.status) {
+    case 'ok':
+      return `  ${TICK} ${padRight(svc.name, 10)} ${padRight(hostPort, 22)} ${duration}`;
+    case 'fail': {
+      const errMsg = svc.error?.message ?? 'unknown error';
+      return `  ${CROSS} ${padRight(svc.name, 10)} ${padRight(hostPort, 22)} ${duration}  \u2192 ${errMsg}`;
+    }
+    case 'skipped':
+      return `  ${SKIP} ${padRight(svc.name, 10)} (skipped)`;
+  }
+}
+
+function printReport(report: TierHealthReport): void {
+  const configDisplay = report.configPath ?? '(auto-detected)';
+  console.log(`Tier: ${report.tier}  Config: ${configDisplay}`);
+  console.log('');
+
+  for (const svc of report.services) {
+    console.log(serviceLabel(svc));
+  }
+
+  console.log('');
+
+  // Print remediations for failed services.
+  const failed = report.services.filter((s) => s.status === 'fail' && s.error);
+  if (failed.length > 0) {
+    console.log('Remediations:');
+    for (const svc of failed) {
+      if (svc.error) {
+        console.log(`  ${svc.name}: ${svc.error.remediation}`);
+      }
+    }
+    console.log('');
+  }
+
+  console.log(`Overall: ${report.overall.toUpperCase()}`);
+}
+
+/* ------------------------------------------------------------------ */
+/*  Main runner                                                         */
+/* ------------------------------------------------------------------ */
+
+export interface GatewayDoctorOptions {
+  json?: boolean;
+  config?: string;
+}
+
+export async function runGatewayDoctor(opts: GatewayDoctorOptions): Promise<void> {
+  const configPath = resolveConfigPath(opts.config);
+
+  let mosaicConfig;
+  try {
+    mosaicConfig = loadConfig(configPath);
+  } catch (err) {
+    const msg = err instanceof Error ? err.message : String(err);
+    if (opts.json) {
+      process.stdout.write(
+        JSON.stringify({ error: `Failed to load config: ${msg}` }, null, 2) + '\n',
+      );
+    } else {
+      process.stderr.write(`Error: Failed to load config: ${msg}\n`);
+    }
+    process.exit(1);
+  }
+
+  const report = await probeServiceHealth(mosaicConfig, configPath);
+
+  if (opts.json) {
+    process.stdout.write(JSON.stringify(report, null, 2) + '\n');
+  } else {
+    printReport(report);
+  }
+
+  // Exit 1 if overall is red.
+  if (report.overall === 'red') {
+    process.exit(1);
+  }
+}

packages/mosaic/src/commands/gateway.ts

@@ -206,4 +206,15 @@ export function registerGatewayCommand(program: Command): void {
       const { runUninstall } = await import('./gateway/uninstall.js');
       await runUninstall();
     });
+
+  // ─── doctor ─────────────────────────────────────────────────────────────────
+
+  gw.command('doctor')
+    .description('Check gateway tier and per-service health (PG, Valkey, pgvector)')
+    .option('--json', 'Emit TierHealthReport as JSON to stdout (suppresses all other output)')
+    .option('--config <path>', 'Path to mosaic.config.json (defaults to cwd or ~/.mosaic/)')
+    .action(async (cmdOpts: { json?: boolean; config?: string }) => {
+      const { runGatewayDoctor } = await import('./gateway-doctor.js');
+      await runGatewayDoctor({ json: cmdOpts.json, config: cmdOpts.config });
+    });
 }

packages/mosaic/src/commands/launch.spec.ts

@@ -0,0 +1,111 @@
+import { describe, it, expect, vi, beforeEach, afterEach, type MockInstance } from 'vitest';
+import { Command } from 'commander';
+import { registerRuntimeLaunchers, type RuntimeLaunchHandler } from './launch.js';
+
+/**
+ * Tests for the commander wiring between `mosaic <runtime>` / `mosaic yolo <runtime>`
+ * subcommands and the internal `launchRuntime` dispatcher.
+ *
+ * Regression target: see mosaicstack/stack#454 — before the fix, `mosaic yolo claude`
+ * passed the literal string "claude" as an excess positional argument to the
+ * underlying CLI, which Claude Code then interpreted as the first user message.
+ *
+ * The bug existed because Commander.js includes declared positional arguments
+ * (here `<runtime>`) in `cmd.args` alongside any true excess args. The action
+ * handler must slice them off before forwarding.
+ */
+
+function buildProgram(handler: RuntimeLaunchHandler): Command {
+  const program = new Command();
+  program.exitOverride(); // prevent process.exit on parse errors
+  registerRuntimeLaunchers(program, handler);
+  return program;
+}
+
+// `process.exit` returns `never`, so vi.spyOn demands a replacement with the
+// same signature. We throw from the mock to short-circuit into test-land.
+const exitThrows = (): never => {
+  throw new Error('process.exit called');
+};
+
+describe('registerRuntimeLaunchers — non-yolo subcommands', () => {
+  let mockExit: MockInstance<typeof process.exit>;
+
+  beforeEach(() => {
+    // process.exit is called when the yolo action rejects an invalid runtime.
+    // Stub it so the assertion catches the rejection instead of terminating
+    // the test runner.
+    mockExit = vi.spyOn(process, 'exit').mockImplementation(exitThrows);
+  });
+
+  afterEach(() => {
+    mockExit.mockRestore();
+  });
+
+  it.each(['claude', 'codex', 'opencode', 'pi'] as const)(
+    'forwards %s with empty extraArgs and yolo=false',
+    (runtime) => {
+      const handler = vi.fn();
+      const program = buildProgram(handler);
+      program.parse(['node', 'mosaic', runtime]);
+
+      expect(handler).toHaveBeenCalledTimes(1);
+      expect(handler).toHaveBeenCalledWith(runtime, [], false);
+    },
+  );
+
+  it('forwards excess args after a non-yolo runtime subcommand', () => {
+    const handler = vi.fn();
+    const program = buildProgram(handler);
+    program.parse(['node', 'mosaic', 'claude', '--print', 'hello']);
+
+    expect(handler).toHaveBeenCalledWith('claude', ['--print', 'hello'], false);
+  });
+});
+
+describe('registerRuntimeLaunchers — yolo <runtime>', () => {
+  let mockExit: MockInstance<typeof process.exit>;
+  let mockError: MockInstance<typeof console.error>;
+
+  beforeEach(() => {
+    mockExit = vi.spyOn(process, 'exit').mockImplementation(exitThrows);
+    mockError = vi.spyOn(console, 'error').mockImplementation(() => {});
+  });
+
+  afterEach(() => {
+    mockExit.mockRestore();
+    mockError.mockRestore();
+  });
+
+  it.each(['claude', 'codex', 'opencode', 'pi'] as const)(
+    'does NOT pass the runtime name as an extra arg (regression #454) for yolo %s',
+    (runtime) => {
+      const handler = vi.fn();
+      const program = buildProgram(handler);
+      program.parse(['node', 'mosaic', 'yolo', runtime]);
+
+      expect(handler).toHaveBeenCalledTimes(1);
+      // The critical assertion: extraArgs must be empty, not [runtime].
+      // Before the fix, cmd.args was [runtime] and the runtime name leaked
+      // through to the underlying CLI as an initial positional argument.
+      expect(handler).toHaveBeenCalledWith(runtime, [], true);
+    },
+  );
+
+  it('forwards true excess args after a yolo runtime', () => {
+    const handler = vi.fn();
+    const program = buildProgram(handler);
+    program.parse(['node', 'mosaic', 'yolo', 'claude', '--print', 'hi']);
+
+    expect(handler).toHaveBeenCalledWith('claude', ['--print', 'hi'], true);
+  });
+
+  it('rejects an unknown runtime under yolo without invoking the handler', () => {
+    const handler = vi.fn();
+    const program = buildProgram(handler);
+
+    expect(() => program.parse(['node', 'mosaic', 'yolo', 'bogus'])).toThrow('process.exit called');
+    expect(handler).not.toHaveBeenCalled();
+    expect(mockExit).toHaveBeenCalledWith(1);
+  });
+});

packages/mosaic/src/commands/launch.ts

@@ -78,6 +78,82 @@ function checkSoul(): void {
   }
 }
 
+// ─── Claude settings validation ─────────────────────────────────────────────
+
+interface SettingsAudit {
+  warnings: string[];
+}
+
+function auditClaudeSettings(): SettingsAudit {
+  const warnings: string[] = [];
+  const settingsPath = join(homedir(), '.claude', 'settings.json');
+  const settings = readJson(settingsPath);
+
+  if (!settings) {
+    warnings.push('~/.claude/settings.json not found — hooks and plugins will be missing');
+    return { warnings };
+  }
+
+  // Check required hooks
+  const hooks = settings['hooks'] as Record<string, unknown[]> | undefined;
+
+  const requiredPreToolUse = ['prevent-memory-write.sh'];
+  const requiredPostToolUse = ['qa-hook-stdin.sh', 'typecheck-hook.sh'];
+
+  const preHooks = (hooks?.['PreToolUse'] ?? []) as Array<Record<string, unknown>>;
+  const postHooks = (hooks?.['PostToolUse'] ?? []) as Array<Record<string, unknown>>;
+
+  const preCommands = preHooks.flatMap((h) => {
+    const inner = (h['hooks'] ?? []) as Array<Record<string, unknown>>;
+    return inner.map((ih) => String(ih['command'] ?? ''));
+  });
+  const postCommands = postHooks.flatMap((h) => {
+    const inner = (h['hooks'] ?? []) as Array<Record<string, unknown>>;
+    return inner.map((ih) => String(ih['command'] ?? ''));
+  });
+
+  for (const script of requiredPreToolUse) {
+    if (!preCommands.some((c) => c.includes(script))) {
+      warnings.push(`Missing PreToolUse hook: ${script}`);
+    }
+  }
+  for (const script of requiredPostToolUse) {
+    if (!postCommands.some((c) => c.includes(script))) {
+      warnings.push(`Missing PostToolUse hook: ${script}`);
+    }
+  }
+
+  // Check required plugins
+  const plugins = (settings['enabledPlugins'] ?? {}) as Record<string, boolean>;
+  const requiredPlugins = ['feature-dev', 'pr-review-toolkit', 'code-review'];
+
+  for (const plugin of requiredPlugins) {
+    const found = Object.keys(plugins).some((k) => k.startsWith(plugin) && plugins[k]);
+    if (!found) {
+      warnings.push(`Missing plugin: ${plugin}`);
+    }
+  }
+
+  // Check enableAllMcpTools
+  if (!settings['enableAllMcpTools']) {
+    warnings.push('enableAllMcpTools is not true — MCP tools may require per-tool approval');
+  }
+
+  return { warnings };
+}
+
+function printSettingsWarnings(audit: SettingsAudit): void {
+  if (audit.warnings.length === 0) return;
+
+  console.log('\n[mosaic] Claude Code settings audit:');
+  for (const w of audit.warnings) {
+    console.log(`  ⚠ ${w}`);
+  }
+  console.log(
+    '[mosaic] Run: mosaic doctor  — or see ~/.config/mosaic/runtime/claude/RUNTIME.md for required settings.\n',
+  );
+}
+
 function checkSequentialThinking(runtime: string): void {
   const checker = fwScript('mosaic-ensure-sequential-thinking');
   if (!existsSync(checker)) return; // Skip if checker doesn't exist
@@ -407,6 +483,10 @@ function launchRuntime(runtime: RuntimeName, args: string[], yolo: boolean): nev
 
   switch (runtime) {
     case 'claude': {
+      // Audit Claude Code settings and warn about missing hooks/plugins
+      const settingsAudit = auditClaudeSettings();
+      printSettingsWarnings(settingsAudit);
+
       const prompt = buildRuntimePrompt('claude');
       const cliArgs = yolo ? ['--dangerously-skip-permissions'] : [];
       cliArgs.push('--append-system-prompt', prompt);
@@ -677,8 +757,23 @@ function runUpgrade(args: string[]): never {
 
 // ─── Commander registration ─────────────────────────────────────────────────
 
-export function registerLaunchCommands(program: Command): void {
+/**
-  // Runtime launchers
+ * Handler invoked when a runtime subcommand (`<runtime>` or `yolo <runtime>`)
+ * is parsed. Exposed so tests can exercise the commander wiring without
+ * spawning subprocesses.
+ */
+export type RuntimeLaunchHandler = (
+  runtime: RuntimeName,
+  extraArgs: string[],
+  yolo: boolean,
+) => void;
+
+/**
+ * Wire `<runtime>` and `yolo <runtime>` subcommands onto `program` using a
+ * pluggable launch handler. Separated from `registerLaunchCommands` so tests
+ * can inject a spy and verify argument forwarding.
+ */
+export function registerRuntimeLaunchers(program: Command, handler: RuntimeLaunchHandler): void {
   for (const runtime of ['claude', 'codex', 'opencode', 'pi'] as const) {
     program
       .command(runtime)
@@ -686,11 +781,10 @@ export function registerLaunchCommands(program: Command): void {
       .allowUnknownOption(true)
       .allowExcessArguments(true)
       .action((_opts: unknown, cmd: Command) => {
-        launchRuntime(runtime, cmd.args, false);
+        handler(runtime, cmd.args, false);
       });
   }
 
-  // Yolo mode
   program
     .command('yolo <runtime>')
     .description('Launch a runtime in dangerous-permissions mode (claude|codex|opencode|pi)')
@@ -704,7 +798,20 @@ export function registerLaunchCommands(program: Command): void {
         );
         process.exit(1);
       }
-      launchRuntime(runtime as RuntimeName, cmd.args, true);
+      // Commander includes declared positional arguments (`<runtime>`) in
+      // `cmd.args` alongside any trailing excess args. Slice off the first
+      // element so we forward only true excess args — otherwise the runtime
+      // name leaks into the underlying CLI as an initial positional arg,
+      // which Claude Code interprets as the first user message.
+      // Regression test: launch.spec.ts, issue mosaicstack/stack#454.
+      handler(runtime as RuntimeName, cmd.args.slice(1), true);
+    });
+}
+
+export function registerLaunchCommands(program: Command): void {
+  // Runtime launchers + yolo mode wired to the real process-replacing launcher.
+  registerRuntimeLaunchers(program, (runtime, extraArgs, yolo) => {
+    launchRuntime(runtime, extraArgs, yolo);
   });
 
   // Coord (mission orchestrator)

packages/mosaic/src/config/file-adapter.test.ts

@@ -0,0 +1,134 @@
+import { describe, it, expect, beforeEach, afterEach } from 'vitest';
+import { mkdtempSync, mkdirSync, writeFileSync, rmSync, readFileSync, existsSync } from 'node:fs';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+import { FileConfigAdapter, DEFAULT_SEED_FILES } from './file-adapter.js';
+
+/**
+ * Regression tests for the `FileConfigAdapter.syncFramework` seed behavior.
+ *
+ * Background: the bash installer (`framework/install.sh`) and this TS wizard
+ * path both seed framework-contract files from `framework/defaults/` into the
+ * user's mosaic home on first install. Before this fix:
+ *
+ *   - The bash installer only seeded `AGENTS.md` and `STANDARDS.md`, leaving
+ *     `TOOLS.md` missing despite it being listed as mandatory in the
+ *     AGENTS.md load order (position 5).
+ *   - The TS wizard iterated every file in `defaults/` and copied it to the
+ *     mosaic home root — including `defaults/SOUL.md` (hardcoded "Jarvis"),
+ *     `defaults/USER.md` (placeholder), and internal framework files like
+ *     `README.md` and `AUDIT-*.md`. That clobbered the identity flow on
+ *     fresh installs and leaked framework-internal clutter into the user's
+ *     home directory.
+ *
+ * This suite pins the whitelist and the preservation semantics so both
+ * regressions stay fixed.
+ */
+
+function makeFixture(): { sourceDir: string; mosaicHome: string; defaultsDir: string } {
+  const root = mkdtempSync(join(tmpdir(), 'mosaic-file-adapter-'));
+  const sourceDir = join(root, 'source');
+  const mosaicHome = join(root, 'mosaic-home');
+  const defaultsDir = join(sourceDir, 'defaults');
+
+  mkdirSync(defaultsDir, { recursive: true });
+  mkdirSync(mosaicHome, { recursive: true });
+
+  // Framework-contract defaults we expect the wizard to seed.
+  writeFileSync(join(defaultsDir, 'AGENTS.md'), '# AGENTS default\n');
+  writeFileSync(join(defaultsDir, 'STANDARDS.md'), '# STANDARDS default\n');
+  writeFileSync(join(defaultsDir, 'TOOLS.md'), '# TOOLS default\n');
+
+  // Non-contract files we must NOT seed on first install.
+  writeFileSync(join(defaultsDir, 'SOUL.md'), '# SOUL default (should not be seeded)\n');
+  writeFileSync(join(defaultsDir, 'USER.md'), '# USER default (should not be seeded)\n');
+  writeFileSync(join(defaultsDir, 'README.md'), '# README (framework-internal)\n');
+  writeFileSync(
+    join(defaultsDir, 'AUDIT-2026-02-17-framework-consistency.md'),
+    '# Audit snapshot\n',
+  );
+
+  return { sourceDir, mosaicHome, defaultsDir };
+}
+
+describe('FileConfigAdapter.syncFramework — defaults seeding', () => {
+  let fixture: ReturnType<typeof makeFixture>;
+
+  beforeEach(() => {
+    fixture = makeFixture();
+  });
+
+  afterEach(() => {
+    rmSync(join(fixture.sourceDir, '..'), { recursive: true, force: true });
+  });
+
+  it('seeds the three framework-contract files on a fresh mosaic home', async () => {
+    const adapter = new FileConfigAdapter(fixture.mosaicHome, fixture.sourceDir);
+
+    await adapter.syncFramework('fresh');
+
+    for (const name of DEFAULT_SEED_FILES) {
+      expect(existsSync(join(fixture.mosaicHome, name))).toBe(true);
+    }
+    expect(readFileSync(join(fixture.mosaicHome, 'TOOLS.md'), 'utf-8')).toContain(
+      '# TOOLS default',
+    );
+  });
+
+  it('does NOT seed SOUL.md or USER.md from defaults/ (wizard stages own those)', async () => {
+    const adapter = new FileConfigAdapter(fixture.mosaicHome, fixture.sourceDir);
+
+    await adapter.syncFramework('fresh');
+
+    // SOUL.md and USER.md live in defaults/ for historical reasons, but they
+    // are template-rendered per-user by the wizard stages. Seeding them here
+    // would clobber the identity flow and leak placeholder content.
+    expect(existsSync(join(fixture.mosaicHome, 'SOUL.md'))).toBe(false);
+    expect(existsSync(join(fixture.mosaicHome, 'USER.md'))).toBe(false);
+  });
+
+  it('does NOT seed README.md or AUDIT-*.md from defaults/', async () => {
+    const adapter = new FileConfigAdapter(fixture.mosaicHome, fixture.sourceDir);
+
+    await adapter.syncFramework('fresh');
+
+    expect(existsSync(join(fixture.mosaicHome, 'README.md'))).toBe(false);
+    expect(existsSync(join(fixture.mosaicHome, 'AUDIT-2026-02-17-framework-consistency.md'))).toBe(
+      false,
+    );
+  });
+
+  it('preserves existing contract files — never overwrites user customization', async () => {
+    // Also plant a root-level AGENTS.md in sourceDir so that `syncDirectory`
+    // itself (not just the seed loop) has something to try to overwrite.
+    // Without this, the test would silently pass even if preserve semantics
+    // were broken in syncDirectory.
+    writeFileSync(join(fixture.sourceDir, 'AGENTS.md'), '# shipped AGENTS from source root\n');
+
+    writeFileSync(join(fixture.mosaicHome, 'TOOLS.md'), '# user-customized TOOLS\n');
+    writeFileSync(join(fixture.mosaicHome, 'AGENTS.md'), '# user-customized AGENTS\n');
+
+    const adapter = new FileConfigAdapter(fixture.mosaicHome, fixture.sourceDir);
+    await adapter.syncFramework('keep');
+
+    expect(readFileSync(join(fixture.mosaicHome, 'TOOLS.md'), 'utf-8')).toBe(
+      '# user-customized TOOLS\n',
+    );
+    expect(readFileSync(join(fixture.mosaicHome, 'AGENTS.md'), 'utf-8')).toBe(
+      '# user-customized AGENTS\n',
+    );
+    // And the missing contract file still gets seeded.
+    expect(readFileSync(join(fixture.mosaicHome, 'STANDARDS.md'), 'utf-8')).toContain(
+      '# STANDARDS default',
+    );
+  });
+
+  it('is a no-op for seeding when defaults/ dir does not exist', async () => {
+    rmSync(fixture.defaultsDir, { recursive: true });
+
+    const adapter = new FileConfigAdapter(fixture.mosaicHome, fixture.sourceDir);
+    await expect(adapter.syncFramework('fresh')).resolves.toBeUndefined();
+
+    expect(existsSync(join(fixture.mosaicHome, 'TOOLS.md'))).toBe(false);
+  });
+});

packages/mosaic/src/config/file-adapter.ts

@@ -1,5 +1,19 @@
-import { readFileSync, existsSync, readdirSync, statSync, copyFileSync } from 'node:fs';
+import { readFileSync, existsSync, statSync, copyFileSync } from 'node:fs';
 import { join } from 'node:path';
+
+/**
+ * Framework-contract files that `syncFramework` seeds from `framework/defaults/`
+ * into the mosaic home root on first install. These are the only files the
+ * wizard is allowed to touch as a one-time seed — SOUL.md and USER.md are
+ * generated from templates by their respective wizard stages with
+ * user-supplied values, and anything else under `defaults/` (README.md,
+ * audit snapshots, etc.) is framework-internal and must not leak into the
+ * user's mosaic home.
+ *
+ * This list must match the explicit seed loop in
+ * packages/mosaic/framework/install.sh.
+ */
+export const DEFAULT_SEED_FILES = ['AGENTS.md', 'STANDARDS.md', 'TOOLS.md'] as const;
 import type { ConfigService, ConfigSection, ResolvedConfig } from './config-service.js';
 import type { SoulConfig, UserConfig, ToolsConfig, InstallAction } from '../types.js';
 import { soulSchema, userSchema, toolsSchema } from './schemas.js';
@@ -131,9 +145,24 @@ export class FileConfigAdapter implements ConfigService {
   }
 
   async syncFramework(action: InstallAction): Promise<void> {
+    // Must match PRESERVE_PATHS in packages/mosaic/framework/install.sh so
+    // the bash and TS install paths have the same upgrade-preservation
+    // semantics. Contract files (AGENTS.md, STANDARDS.md, TOOLS.md) are
+    // seeded from defaults/ on first install and preserved thereafter;
+    // identity files (SOUL.md, USER.md) are generated by wizard stages and
+    // must never be touched by the framework sync.
     const preservePaths =
       action === 'keep' || action === 'reconfigure'
-        ? ['SOUL.md', 'USER.md', 'TOOLS.md', 'memory']
+        ? [
+            'AGENTS.md',
+            'SOUL.md',
+            'USER.md',
+            'TOOLS.md',
+            'STANDARDS.md',
+            'memory',
+            'sources',
+            'credentials',
+          ]
         : [];
 
     syncDirectory(this.sourceDir, this.mosaicHome, {
@@ -141,23 +170,26 @@ export class FileConfigAdapter implements ConfigService {
       excludeGit: true,
     });
 
-    // Copy default root-level .md files (AGENTS.md, STANDARDS.md, etc.)
+    // Copy framework-contract files (AGENTS.md, STANDARDS.md, TOOLS.md)
-    // from framework/defaults/ into mosaicHome root if they don't exist yet.
+    // from framework/defaults/ into the mosaic home root if they don't
-    // These are framework contracts — only written on first install, never
+    // exist yet. These are written on first install only and are never
-    // overwritten (user may have customized them).
+    // overwritten afterwards — the user may have customized them.
+    //
+    // SOUL.md and USER.md are deliberately NOT seeded here. They are
+    // generated from templates by the soul/user wizard stages with
+    // user-supplied values; seeding them from defaults would clobber the
+    // identity flow and leak placeholder content into the mosaic home.
     const defaultsDir = join(this.sourceDir, 'defaults');
     if (existsSync(defaultsDir)) {
-      for (const entry of readdirSync(defaultsDir)) {
+      for (const entry of DEFAULT_SEED_FILES) {
-        const dest = join(this.mosaicHome, entry);
-        if (!existsSync(dest)) {
         const src = join(defaultsDir, entry);
-          if (statSync(src).isFile()) {
+        const dest = join(this.mosaicHome, entry);
+        if (existsSync(dest)) continue;
+        if (!existsSync(src) || !statSync(src).isFile()) continue;
         copyFileSync(src, dest);
       }
     }
   }
-    }
-  }
 
   async readAll(): Promise<ResolvedConfig> {
     const [soul, user, tools] = await Promise.all([

packages/mosaic/src/constants.ts

@@ -26,6 +26,53 @@ export const DEFAULTS = {
 | (add your git providers here) | | | |`,
 };
 
+/** Preset intent categories with display labels and suggested agent names. */
+export const INTENT_PRESETS: Record<
+  string,
+  { label: string; hint: string; suggestedName: string }
+> = {
+  general: {
+    label: 'General purpose assistant',
+    hint: 'Versatile helper for any task',
+    suggestedName: 'Mosaic',
+  },
+  'software-dev': {
+    label: 'Software development',
+    hint: 'Coding, debugging, architecture',
+    suggestedName: 'Forge',
+  },
+  devops: {
+    label: 'DevOps & infrastructure',
+    hint: 'CI/CD, containers, monitoring',
+    suggestedName: 'Sentinel',
+  },
+  research: {
+    label: 'Research & analysis',
+    hint: 'Data analysis, literature review',
+    suggestedName: 'Atlas',
+  },
+  content: {
+    label: 'Content & writing',
+    hint: 'Documentation, copywriting, editing',
+    suggestedName: 'Muse',
+  },
+  custom: {
+    label: 'Custom',
+    hint: 'Describe your own use case',
+    suggestedName: 'Mosaic',
+  },
+};
+
+/**
+ * Detect LLM provider type from an API key prefix.
+ */
+export function detectProviderType(key: string): 'anthropic' | 'openai' | 'none' {
+  if (!key) return 'none';
+  if (key.startsWith('sk-ant-')) return 'anthropic';
+  if (key.startsWith('sk-')) return 'openai';
+  return 'none';
+}
+
 export const RECOMMENDED_SKILLS = new Set([
   'brainstorming',
   'code-review-excellence',

packages/mosaic/src/stages/agent-intent.spec.ts

@@ -0,0 +1,129 @@
+import { describe, it, expect, vi, afterEach } from 'vitest';
+import type { WizardState } from '../types.js';
+import { agentIntentStage } from './agent-intent.js';
+
+function buildPrompter(overrides: Partial<Record<string, unknown>> = {}) {
+  return {
+    intro: vi.fn(),
+    outro: vi.fn(),
+    note: vi.fn(),
+    log: vi.fn(),
+    warn: vi.fn(),
+    text: vi.fn().mockResolvedValue('Mosaic'),
+    confirm: vi.fn().mockResolvedValue(false),
+    select: vi.fn().mockResolvedValue('general'),
+    multiselect: vi.fn(),
+    groupMultiselect: vi.fn(),
+    spinner: vi.fn().mockReturnValue({ update: vi.fn(), stop: vi.fn() }),
+    separator: vi.fn(),
+    ...overrides,
+  };
+}
+
+function makeState(): WizardState {
+  return {
+    mosaicHome: '/tmp/mosaic',
+    sourceDir: '/tmp/mosaic',
+    mode: 'quick',
+    installAction: 'fresh',
+    soul: {},
+    user: {},
+    tools: {},
+    runtimes: { detected: [], mcpConfigured: false },
+    selectedSkills: [],
+  };
+}
+
+describe('agentIntentStage', () => {
+  const originalEnv = { ...process.env };
+
+  afterEach(() => {
+    process.env = { ...originalEnv };
+  });
+
+  it('uses default intent and name in headless mode', async () => {
+    process.env['MOSAIC_ASSUME_YES'] = '1';
+    delete process.env['MOSAIC_AGENT_INTENT'];
+    delete process.env['MOSAIC_AGENT_NAME'];
+    const state = makeState();
+    const p = buildPrompter();
+
+    await agentIntentStage(p, state);
+
+    expect(state.agentIntent).toBe('general');
+    expect(state.soul.agentName).toBe('Mosaic');
+  });
+
+  it('reads intent from MOSAIC_AGENT_INTENT env var', async () => {
+    process.env['MOSAIC_ASSUME_YES'] = '1';
+    process.env['MOSAIC_AGENT_INTENT'] = 'software-dev';
+    delete process.env['MOSAIC_AGENT_NAME'];
+    const state = makeState();
+    const p = buildPrompter();
+
+    await agentIntentStage(p, state);
+
+    expect(state.agentIntent).toBe('software-dev');
+    expect(state.soul.agentName).toBe('Forge');
+  });
+
+  it('honors MOSAIC_AGENT_NAME env var override', async () => {
+    process.env['MOSAIC_ASSUME_YES'] = '1';
+    process.env['MOSAIC_AGENT_INTENT'] = 'devops';
+    process.env['MOSAIC_AGENT_NAME'] = 'MyBot';
+    const state = makeState();
+    const p = buildPrompter();
+
+    await agentIntentStage(p, state);
+
+    expect(state.agentIntent).toBe('devops');
+    expect(state.soul.agentName).toBe('MyBot');
+  });
+
+  it('falls back to general for unknown intent values', async () => {
+    process.env['MOSAIC_ASSUME_YES'] = '1';
+    process.env['MOSAIC_AGENT_INTENT'] = 'nonexistent';
+    delete process.env['MOSAIC_AGENT_NAME'];
+    const state = makeState();
+    const p = buildPrompter();
+
+    await agentIntentStage(p, state);
+
+    expect(state.agentIntent).toBe('general');
+    expect(state.soul.agentName).toBe('Mosaic');
+  });
+
+  it('prompts for intent and name in interactive mode', async () => {
+    delete process.env['MOSAIC_ASSUME_YES'];
+    const origIsTTY = process.stdin.isTTY;
+    Object.defineProperty(process.stdin, 'isTTY', { value: true, configurable: true });
+
+    const state = makeState();
+    const p = buildPrompter({
+      select: vi.fn().mockResolvedValue('research'),
+      text: vi.fn().mockResolvedValue('Atlas'),
+    });
+
+    await agentIntentStage(p, state);
+
+    expect(state.agentIntent).toBe('research');
+    expect(state.soul.agentName).toBe('Atlas');
+    expect(p.select).toHaveBeenCalled();
+    expect(p.text).toHaveBeenCalled();
+
+    Object.defineProperty(process.stdin, 'isTTY', { value: origIsTTY, configurable: true });
+  });
+
+  it('maps content intent to Muse suggested name', async () => {
+    process.env['MOSAIC_ASSUME_YES'] = '1';
+    process.env['MOSAIC_AGENT_INTENT'] = 'content';
+    delete process.env['MOSAIC_AGENT_NAME'];
+    const state = makeState();
+    const p = buildPrompter();
+
+    await agentIntentStage(p, state);
+
+    expect(state.agentIntent).toBe('content');
+    expect(state.soul.agentName).toBe('Muse');
+  });
+});

packages/mosaic/src/stages/agent-intent.ts

@@ -0,0 +1,64 @@
+import type { WizardPrompter } from '../prompter/interface.js';
+import type { AgentIntent, WizardState } from '../types.js';
+import { INTENT_PRESETS } from '../constants.js';
+
+/**
+ * Agent intent + naming stage — deterministic (no LLM required).
+ *
+ * The user picks an intent category from presets, the system proposes a
+ * thematic name, and the user confirms or overrides it.
+ *
+ * In headless mode, reads from `MOSAIC_AGENT_INTENT` and `MOSAIC_AGENT_NAME`.
+ */
+export async function agentIntentStage(p: WizardPrompter, state: WizardState): Promise<void> {
+  const isHeadless = process.env['MOSAIC_ASSUME_YES'] === '1' || !process.stdin.isTTY;
+
+  if (isHeadless) {
+    const intentEnv = process.env['MOSAIC_AGENT_INTENT'] ?? 'general';
+    const nameEnv = process.env['MOSAIC_AGENT_NAME'];
+    const preset = INTENT_PRESETS[intentEnv] ?? INTENT_PRESETS['general']!;
+    state.agentIntent ??= (intentEnv in INTENT_PRESETS ? intentEnv : 'general') as AgentIntent;
+    // Respect existing agentName (e.g. from CLI overrides) — only set from
+    // env/preset if not already populated.
+    state.soul.agentName ??= nameEnv ?? preset.suggestedName;
+    return;
+  }
+
+  p.separator();
+  p.note(
+    'Tell us what this agent will primarily help you with.\n' +
+      "We'll suggest a name based on your choice — you can always change it.",
+    'Agent Identity',
+  );
+
+  const intentOptions = Object.entries(INTENT_PRESETS).map(([value, info]) => ({
+    value: value as AgentIntent,
+    label: info.label,
+    hint: info.hint,
+  }));
+
+  const intent = await p.select<AgentIntent>({
+    message: 'What will this agent primarily help you with?',
+    options: intentOptions,
+    initialValue: 'general' as AgentIntent,
+  });
+
+  state.agentIntent = intent;
+
+  const preset = INTENT_PRESETS[intent];
+  const suggestedName = preset?.suggestedName ?? 'Mosaic';
+
+  const name = await p.text({
+    message: `Your agent will be named "${suggestedName}". Press Enter to accept or type a new name`,
+    initialValue: suggestedName,
+    defaultValue: suggestedName,
+    validate: (v) => {
+      if (v.length === 0) return 'Name cannot be empty';
+      if (v.length > 50) return 'Name must be under 50 characters';
+      return undefined;
+    },
+  });
+
+  state.soul.agentName = name;
+  p.log(`Agent name set to: ${name}`);
+}

packages/mosaic/src/stages/finalize-skills.spec.ts

@@ -0,0 +1,186 @@
+/**
+ * Tests for the skill installer rework (IUV-02-03).
+ *
+ * We mock `node:child_process` to verify that:
+ *   1. syncSkills passes MOSAIC_INSTALL_SKILLS with the exact selected subset
+ *   2. When the script exits non-zero, the failure is surfaced to the user
+ *   3. When the script is missing, a clear error is shown (not a silent no-op)
+ *   4. An empty selection is a no-op (script never called)
+ */
+
+import { describe, it, expect, vi, beforeEach, afterEach } from 'vitest';
+import { mkdtempSync, mkdirSync, writeFileSync, rmSync } from 'node:fs';
+import { join } from 'node:path';
+import { tmpdir } from 'node:os';
+import type { WizardState } from '../types.js';
+import type { ConfigService } from '../config/config-service.js';
+
+// ── spawnSync mock ─────────────────────────────────────────────────────────────
+
+// eslint-disable-next-line @typescript-eslint/no-explicit-any
+const spawnSyncMock = vi.fn<any>();
+
+vi.mock('node:child_process', () => ({
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  spawnSync: (...args: any[]) => spawnSyncMock(...args),
+}));
+
+// ── platform stub ──────────────────────────────────────────────────────────────
+
+vi.mock('../platform/detect.js', () => ({
+  getShellProfilePath: () => null,
+}));
+
+import { finalizeStage } from './finalize.js';
+
+// ── Helpers ────────────────────────────────────────────────────────────────────
+
+function makeState(mosaicHome: string, selectedSkills: string[] = []): WizardState {
+  return {
+    mosaicHome,
+    sourceDir: mosaicHome,
+    mode: 'quick',
+    installAction: 'fresh',
+    soul: { agentName: 'TestBot', communicationStyle: 'direct' },
+    user: {},
+    tools: {},
+    runtimes: { detected: [], mcpConfigured: false },
+    selectedSkills,
+  };
+}
+
+function buildPrompter() {
+  return {
+    intro: vi.fn(),
+    outro: vi.fn(),
+    note: vi.fn(),
+    log: vi.fn(),
+    warn: vi.fn(),
+    text: vi.fn(),
+    confirm: vi.fn(),
+    select: vi.fn(),
+    multiselect: vi.fn(),
+    groupMultiselect: vi.fn(),
+    spinner: vi.fn().mockReturnValue({ update: vi.fn(), stop: vi.fn() }),
+    separator: vi.fn(),
+  };
+}
+
+function makeConfigService(): ConfigService {
+  return {
+    readSoul: vi.fn().mockResolvedValue({}),
+    readUser: vi.fn().mockResolvedValue({}),
+    readTools: vi.fn().mockResolvedValue({}),
+    writeSoul: vi.fn().mockResolvedValue(undefined),
+    writeUser: vi.fn().mockResolvedValue(undefined),
+    writeTools: vi.fn().mockResolvedValue(undefined),
+    syncFramework: vi.fn().mockResolvedValue(undefined),
+    get: vi.fn(),
+    set: vi.fn(),
+    getSection: vi.fn(),
+  } as unknown as ConfigService;
+}
+
+// ── Tests ──────────────────────────────────────────────────────────────────────
+
+describe('finalizeStage — skill installer', () => {
+  let tmp: string;
+  let binDir: string;
+  let syncScript: string;
+
+  beforeEach(() => {
+    tmp = mkdtempSync(join(tmpdir(), 'mosaic-finalize-'));
+    binDir = join(tmp, 'bin');
+    mkdirSync(binDir, { recursive: true });
+    syncScript = join(binDir, 'mosaic-sync-skills');
+
+    // Default: script exists and succeeds
+    writeFileSync(syncScript, '#!/usr/bin/env bash\necho ok\n', { mode: 0o755 });
+    spawnSyncMock.mockReturnValue({ status: 0, stdout: 'ok', stderr: '' });
+  });
+
+  afterEach(() => {
+    rmSync(tmp, { recursive: true, force: true });
+    vi.clearAllMocks();
+  });
+
+  function findSkillsSyncCall() {
+    // eslint-disable-next-line @typescript-eslint/no-explicit-any
+    return (spawnSyncMock.mock.calls as any[][]).find(
+      (args) =>
+        Array.isArray(args[1]) &&
+        (args[1] as string[]).some((a) => a.includes('mosaic-sync-skills')),
+    );
+  }
+
+  it('passes MOSAIC_INSTALL_SKILLS with the selected skill list', async () => {
+    const state = makeState(tmp, ['brainstorming', 'lint', 'systematic-debugging']);
+    const p = buildPrompter();
+    const config = makeConfigService();
+
+    await finalizeStage(p, state, config);
+
+    const call = findSkillsSyncCall();
+    expect(call).toBeDefined();
+    const opts = call![2] as { env?: Record<string, string> };
+    expect(opts.env?.['MOSAIC_INSTALL_SKILLS']).toBe('brainstorming:lint:systematic-debugging');
+  });
+
+  it('skips the sync script entirely when no skills are selected', async () => {
+    const state = makeState(tmp, []);
+    const p = buildPrompter();
+    const config = makeConfigService();
+
+    await finalizeStage(p, state, config);
+
+    expect(findSkillsSyncCall()).toBeUndefined();
+  });
+
+  it('warns the user when the sync script exits non-zero', async () => {
+    spawnSyncMock.mockReturnValue({
+      status: 1,
+      stdout: '',
+      stderr: 'git clone failed: connection refused',
+    });
+
+    const state = makeState(tmp, ['brainstorming']);
+    const p = buildPrompter();
+    const config = makeConfigService();
+
+    await finalizeStage(p, state, config);
+
+    expect(p.warn).toHaveBeenCalledWith(expect.stringContaining('git clone failed'));
+    expect(p.warn).toHaveBeenCalledWith(expect.stringContaining('mosaic sync'));
+  });
+
+  it('warns the user when the sync script is missing', async () => {
+    // Remove the script to simulate a missing installation
+    rmSync(syncScript);
+
+    const state = makeState(tmp, ['brainstorming']);
+    const p = buildPrompter();
+    const config = makeConfigService();
+
+    await finalizeStage(p, state, config);
+
+    // spawnSync should NOT have been called for the skills script
+    expect(findSkillsSyncCall()).toBeUndefined();
+    expect(p.warn).toHaveBeenCalledWith(expect.stringContaining('not found'));
+  });
+
+  it('includes skills count in the summary when install succeeds', async () => {
+    const state = makeState(tmp, ['brainstorming', 'lint']);
+    const p = buildPrompter();
+    const config = makeConfigService();
+
+    await finalizeStage(p, state, config);
+
+    const noteMock = p.note as ReturnType<typeof vi.fn>;
+    // eslint-disable-next-line @typescript-eslint/no-explicit-any
+    const summaryCall = (noteMock.mock.calls as any[][]).find(
+      ([, title]) => title === 'Installation Summary',
+    );
+    expect(summaryCall).toBeDefined();
+    expect(summaryCall![0] as string).toContain('2 installed');
+  });
+});

packages/mosaic/src/stages/finalize.ts

@@ -25,14 +25,68 @@ function linkRuntimeAssets(mosaicHome: string, skipClaudeHooks: boolean): void {
   }
 }
 
-function syncSkills(mosaicHome: string): void {
+interface SyncSkillsResult {
-  const script = join(mosaicHome, 'bin', 'mosaic-sync-skills');
+  success: boolean;
-  if (existsSync(script)) {
+  installedCount: number;
-    try {
+  failureReason?: string;
-      spawnSync('bash', [script], { timeout: 60000, stdio: 'pipe' });
+}
-    } catch {
+
-      // Non-fatal
+/**
+ * Sync skills from the catalog and link only the user-selected subset.
+ *
+ * When `selectedSkills` is non-empty the script receives the list via
+ * `MOSAIC_INSTALL_SKILLS` (colon-separated) so it can skip unlisted skills
+ * during the linking phase.  An empty selection is a no-op.
+ *
+ * Failure modes surfaced here:
+ *   - Script not found → tells the user explicitly
+ *   - Script exits non-zero → stderr is captured and reported
+ *   - Catalog directory missing → detected before exec, reported clearly
+ */
+function syncSkills(mosaicHome: string, selectedSkills: string[]): SyncSkillsResult {
+  if (selectedSkills.length === 0) {
+    return { success: true, installedCount: 0 };
   }
+
+  const script = join(mosaicHome, 'bin', 'mosaic-sync-skills');
+  if (!existsSync(script)) {
+    return {
+      success: false,
+      installedCount: 0,
+      failureReason: `Skills sync script not found at ${script} — run 'mosaic sync' after installation.`,
+    };
+  }
+
+  try {
+    const result = spawnSync('bash', [script], {
+      timeout: 60000,
+      stdio: 'pipe',
+      encoding: 'utf-8',
+      env: {
+        ...process.env,
+        MOSAIC_HOME: mosaicHome,
+        MOSAIC_INSTALL_SKILLS: selectedSkills.join(':'),
+      },
+    });
+
+    if (result.status !== 0) {
+      const stderr = (result.stderr ?? '').trim();
+      return {
+        success: false,
+        installedCount: 0,
+        failureReason: stderr
+          ? `Skills sync failed: ${stderr}`
+          : `Skills sync script exited with code ${(result.status ?? 'unknown').toString()}`,
+      };
+    }
+
+    return { success: true, installedCount: selectedSkills.length };
+  } catch (err) {
+    return {
+      success: false,
+      installedCount: 0,
+      failureReason: `Skills sync threw: ${err instanceof Error ? err.message : String(err)}`,
+    };
   }
 }
 
@@ -124,10 +178,11 @@ export async function finalizeStage(
   const skipClaudeHooks = state.hooks?.accepted === false;
   linkRuntimeAssets(state.mosaicHome, skipClaudeHooks);
 
-  // 4. Sync skills
+  // 4. Sync skills (only installs the user-selected subset)
+  let skillsResult: SyncSkillsResult = { success: true, installedCount: 0 };
   if (state.selectedSkills.length > 0) {
-    spin.update('Syncing skills...');
+    spin.update(`Installing ${state.selectedSkills.length.toString()} selected skill(s)...`);
-    syncSkills(state.mosaicHome);
+    skillsResult = syncSkills(state.mosaicHome, state.selectedSkills);
   }
 
   // 5. Run doctor
@@ -136,15 +191,27 @@ export async function finalizeStage(
 
   spin.stop('Installation complete');
 
+  // Report skill install failure clearly (non-fatal but user should know)
+  if (!skillsResult.success && skillsResult.failureReason) {
+    p.warn(skillsResult.failureReason);
+    p.warn("Run 'mosaic sync' manually after installation to install skills.");
+  }
+
   // 6. PATH setup
   const pathAction = setupPath(state.mosaicHome, p);
 
   // 7. Summary
+  const skillsSummary = skillsResult.success
+    ? skillsResult.installedCount > 0
+      ? `${skillsResult.installedCount.toString()} installed`
+      : 'none selected'
+    : `install failed — ${skillsResult.failureReason ?? 'unknown error'}`;
+
   const summary: string[] = [
     `Agent: ${state.soul.agentName ?? 'Assistant'}`,
     `Style: ${state.soul.communicationStyle ?? 'direct'}`,
     `Runtimes: ${state.runtimes.detected.join(', ') || 'none detected'}`,
-    `Skills: ${state.selectedSkills.length.toString()} selected`,
+    `Skills: ${skillsSummary}`,
     `Config: ${state.mosaicHome}`,
   ];
 

packages/mosaic/src/stages/gateway-bootstrap.ts

@@ -158,7 +158,7 @@ export async function gatewayBootstrapStage(
       host,
       port,
       tier: 'local',
-      corsOrigin: 'http://localhost:3000',
+      corsOrigin: `http://${host}:3000`,
     }),
     admin: { name, email, password },
   };

packages/mosaic/src/stages/gateway-config-cors.spec.ts

@@ -0,0 +1,69 @@
+import { describe, it, expect } from 'vitest';
+import { deriveCorsOrigin } from './gateway-config.js';
+
+describe('deriveCorsOrigin', () => {
+  describe('localhost / loopback — always http', () => {
+    it('localhost port 3000 → http://localhost:3000', () => {
+      expect(deriveCorsOrigin('localhost', 3000)).toBe('http://localhost:3000');
+    });
+
+    it('127.0.0.1 port 3000 → http://127.0.0.1:3000', () => {
+      expect(deriveCorsOrigin('127.0.0.1', 3000)).toBe('http://127.0.0.1:3000');
+    });
+
+    it('localhost port 80 omits port suffix', () => {
+      expect(deriveCorsOrigin('localhost', 80)).toBe('http://localhost');
+    });
+
+    it('localhost port 443 still uses http (loopback overrides), includes port', () => {
+      // 443 is the https default port, but since localhost forces http, the port
+      // is NOT the default for http (80), so it must be included.
+      expect(deriveCorsOrigin('localhost', 443)).toBe('http://localhost:443');
+    });
+
+    it('useHttps=false on localhost keeps http', () => {
+      expect(deriveCorsOrigin('localhost', 3000, false)).toBe('http://localhost:3000');
+    });
+
+    it('useHttps=true on localhost still uses http (loopback wins)', () => {
+      // Passing useHttps=true for localhost is unusual but the function honours
+      // the explicit override — loopback detection only applies when useHttps is
+      // undefined (auto-detect path).
+      expect(deriveCorsOrigin('localhost', 3000, true)).toBe('https://localhost:3000');
+    });
+  });
+
+  describe('remote hostname — defaults to https', () => {
+    it('example.com port 3000 → https://example.com:3000', () => {
+      expect(deriveCorsOrigin('example.com', 3000)).toBe('https://example.com:3000');
+    });
+
+    it('example.com port 443 omits port suffix', () => {
+      expect(deriveCorsOrigin('example.com', 443)).toBe('https://example.com');
+    });
+
+    it('example.com port 80 → https://example.com:80 (non-default port for https)', () => {
+      expect(deriveCorsOrigin('example.com', 80)).toBe('https://example.com:80');
+    });
+
+    it('useHttps=false on remote host uses http', () => {
+      expect(deriveCorsOrigin('example.com', 3000, false)).toBe('http://example.com:3000');
+    });
+
+    it('useHttps=false on remote host, port 80 omits suffix', () => {
+      expect(deriveCorsOrigin('example.com', 80, false)).toBe('http://example.com');
+    });
+  });
+
+  describe('subdomain and non-standard hostnames', () => {
+    it('sub.domain.example.com defaults to https', () => {
+      expect(deriveCorsOrigin('sub.domain.example.com', 3000)).toBe(
+        'https://sub.domain.example.com:3000',
+      );
+    });
+
+    it('myserver.local defaults to https (not loopback)', () => {
+      expect(deriveCorsOrigin('myserver.local', 8080)).toBe('https://myserver.local:8080');
+    });
+  });
+});