docs(federation): mark FED-M1-02 done (PR #471 merged)

Implements `apps/gateway/src/bootstrap/tier-detector.ts` invoked from
`main.ts` before NestJS bootstraps. For each tier:

- `local`: no-op (PGlite is in-process)
- `standalone`: probe Postgres + Valkey
- `federated`: probe Postgres + Valkey + pgvector extension; reject
  config upfront if `queue.type !== 'bullmq'`

Each probe has a 5-second hard cap and emits a structured
`TierDetectionError` with service / host / port / remediation. The
remediation field discriminates pgvector failure modes ("library not
available" vs "permission denied") so operators get actionable hints
without leaking credentials.

Adds `postgres` and `ioredis` as direct gateway deps; previously only
transitive. 12 unit tests cover happy paths and each fail-fast branch.

Refs #460

apps/gateway/package.json

@@ -63,8 +63,10 @@
     "class-validator": "^0.15.1",
     "dotenv": "^17.3.1",
     "fastify": "^5.0.0",
+    "ioredis": "^5.10.0",
     "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/bootstrap/tier-detector.spec.ts

@@ -0,0 +1,344 @@
+/**
+ * Unit tests for tier-detector.ts.
+ *
+ * All external I/O (postgres, ioredis) is mocked — no live services required.
+ *
+ * Note on hoisting: vi.mock() factories are hoisted above all imports by vitest.
+ * Variables referenced inside factory callbacks must be declared via vi.hoisted()
+ * so they are available at hoist time.
+ */
+
+import { describe, it, expect, vi, beforeEach } from 'vitest';
+
+/* ------------------------------------------------------------------ */
+/*  Hoist shared mock state so factories can reference it              */
+/* ------------------------------------------------------------------ */
+
+const mocks = vi.hoisted(() => {
+  const mockSqlFn = vi.fn();
+  const mockEnd = vi.fn().mockResolvedValue(undefined);
+  const mockPostgresConstructor = vi.fn(() => {
+    const sql = mockSqlFn as ReturnType<typeof mockSqlFn>;
+    (sql as unknown as Record<string, unknown>)['end'] = mockEnd;
+    return sql;
+  });
+
+  const mockRedisConnect = vi.fn().mockResolvedValue(undefined);
+  const mockRedisPing = vi.fn().mockResolvedValue('PONG');
+  const mockRedisDisconnect = vi.fn();
+  const MockRedis = vi.fn().mockImplementation(() => ({
+    connect: mockRedisConnect,
+    ping: mockRedisPing,
+    disconnect: mockRedisDisconnect,
+  }));
+
+  return {
+    mockSqlFn,
+    mockEnd,
+    mockPostgresConstructor,
+    mockRedisConnect,
+    mockRedisPing,
+    mockRedisDisconnect,
+    MockRedis,
+  };
+});
+
+/* ------------------------------------------------------------------ */
+/*  Module mocks (registered at hoist time)                            */
+/* ------------------------------------------------------------------ */
+
+vi.mock('postgres', () => ({
+  default: mocks.mockPostgresConstructor,
+}));
+
+vi.mock('ioredis', () => ({
+  Redis: mocks.MockRedis,
+}));
+
+/* ------------------------------------------------------------------ */
+/*  Import SUT after mocks are registered                              */
+/* ------------------------------------------------------------------ */
+
+import { detectAndAssertTier, TierDetectionError } from './tier-detector.js';
+import type { MosaicConfig } from '@mosaicstack/config';
+
+/* ------------------------------------------------------------------ */
+/*  Config fixtures                                                     */
+/* ------------------------------------------------------------------ */
+
+const LOCAL_CONFIG: MosaicConfig = {
+  tier: 'local',
+  storage: { type: 'pglite', dataDir: '.mosaic/pglite' },
+  queue: { type: 'local', dataDir: '.mosaic/queue' },
+  memory: { type: 'keyword' },
+};
+
+const STANDALONE_CONFIG: MosaicConfig = {
+  tier: 'standalone',
+  storage: { type: 'postgres', url: 'postgresql://mosaic:mosaic@db-host:5432/mosaic' },
+  queue: { type: 'bullmq', url: 'redis://valkey-host:6380' },
+  memory: { type: 'keyword' },
+};
+
+const FEDERATED_CONFIG: MosaicConfig = {
+  tier: 'federated',
+  storage: {
+    type: 'postgres',
+    url: 'postgresql://mosaic:mosaic@db-host:5433/mosaic',
+    enableVector: true,
+  },
+  queue: { type: 'bullmq', url: 'redis://valkey-host:6380' },
+  memory: { type: 'pgvector' },
+};
+
+/* ------------------------------------------------------------------ */
+/*  Tests                                                               */
+/* ------------------------------------------------------------------ */
+
+describe('detectAndAssertTier', () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+
+    // Default: all probes succeed.
+    mocks.mockSqlFn.mockResolvedValue([]);
+    mocks.mockEnd.mockResolvedValue(undefined);
+    mocks.mockRedisConnect.mockResolvedValue(undefined);
+    mocks.mockRedisPing.mockResolvedValue('PONG');
+
+    // Re-wire constructor to return a fresh sql-like object each time.
+    mocks.mockPostgresConstructor.mockImplementation(() => {
+      const sql = mocks.mockSqlFn as ReturnType<typeof mocks.mockSqlFn>;
+      (sql as unknown as Record<string, unknown>)['end'] = mocks.mockEnd;
+      return sql;
+    });
+    mocks.MockRedis.mockImplementation(() => ({
+      connect: mocks.mockRedisConnect,
+      ping: mocks.mockRedisPing,
+      disconnect: mocks.mockRedisDisconnect,
+    }));
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  1. local — no-op                                                 */
+  /* ---------------------------------------------------------------- */
+
+  it('resolves immediately for tier=local without touching postgres or ioredis', async () => {
+    await expect(detectAndAssertTier(LOCAL_CONFIG)).resolves.toBeUndefined();
+    expect(mocks.mockPostgresConstructor).not.toHaveBeenCalled();
+    expect(mocks.MockRedis).not.toHaveBeenCalled();
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  2. standalone — happy path                                       */
+  /* ---------------------------------------------------------------- */
+
+  it('resolves for tier=standalone when postgres and valkey are reachable', async () => {
+    await expect(detectAndAssertTier(STANDALONE_CONFIG)).resolves.toBeUndefined();
+
+    // Postgres was probed (SELECT 1 only — no pgvector check).
+    expect(mocks.mockPostgresConstructor).toHaveBeenCalledTimes(1);
+    expect(mocks.mockSqlFn).toHaveBeenCalledTimes(1);
+    // Valkey was probed.
+    expect(mocks.MockRedis).toHaveBeenCalledTimes(1);
+    expect(mocks.mockRedisPing).toHaveBeenCalledTimes(1);
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  3. standalone — postgres unreachable                             */
+  /* ---------------------------------------------------------------- */
+
+  it('throws TierDetectionError with service=postgres when postgres query rejects', async () => {
+    mocks.mockSqlFn.mockRejectedValueOnce(new Error('connection refused'));
+
+    const promise = detectAndAssertTier(STANDALONE_CONFIG);
+    await expect(promise).rejects.toBeInstanceOf(TierDetectionError);
+
+    // Confirm no valkey probe happened (fail fast on first error).
+    expect(mocks.MockRedis).not.toHaveBeenCalled();
+  });
+
+  it('sets service=postgres on the error when postgres fails', async () => {
+    mocks.mockSqlFn.mockRejectedValue(new Error('connection refused'));
+
+    try {
+      await detectAndAssertTier(STANDALONE_CONFIG);
+      expect.fail('should have thrown');
+    } catch (err) {
+      expect(err).toBeInstanceOf(TierDetectionError);
+      const typed = err as TierDetectionError;
+      expect(typed.service).toBe('postgres');
+      expect(typed.remediation).toContain('docker compose');
+    }
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  4. standalone — valkey unreachable                               */
+  /* ---------------------------------------------------------------- */
+
+  it('throws TierDetectionError with service=valkey when ping fails', async () => {
+    // Postgres probe succeeds; valkey connect fails.
+    mocks.mockSqlFn.mockResolvedValue([]);
+    mocks.mockRedisConnect.mockRejectedValue(new Error('ECONNREFUSED'));
+
+    try {
+      await detectAndAssertTier(STANDALONE_CONFIG);
+      expect.fail('should have thrown');
+    } catch (err) {
+      expect(err).toBeInstanceOf(TierDetectionError);
+      const typed = err as TierDetectionError;
+      expect(typed.service).toBe('valkey');
+      expect(typed.message).toContain('valkey');
+      expect(typed.remediation).toContain('valkey-federated');
+    }
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  5. federated — happy path                                        */
+  /* ---------------------------------------------------------------- */
+
+  it('resolves for tier=federated when all three checks pass', async () => {
+    // SELECT 1 and CREATE EXTENSION both succeed.
+    mocks.mockSqlFn.mockResolvedValue([]);
+
+    await expect(detectAndAssertTier(FEDERATED_CONFIG)).resolves.toBeUndefined();
+
+    // postgres probe (SELECT 1) + pgvector probe (CREATE EXTENSION) = 2 postgres constructors.
+    expect(mocks.mockPostgresConstructor).toHaveBeenCalledTimes(2);
+    expect(mocks.mockSqlFn).toHaveBeenCalledTimes(2);
+    // Valkey probed once.
+    expect(mocks.MockRedis).toHaveBeenCalledTimes(1);
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  6. federated — pgvector not installable                          */
+  /* ---------------------------------------------------------------- */
+
+  it('throws TierDetectionError with service=pgvector when CREATE EXTENSION fails', async () => {
+    // SELECT 1 succeeds (first call), CREATE EXTENSION fails (second call).
+    mocks.mockSqlFn
+      .mockResolvedValueOnce([]) // SELECT 1
+      .mockRejectedValueOnce(new Error('extension "vector" is not available'));
+
+    try {
+      await detectAndAssertTier(FEDERATED_CONFIG);
+      expect.fail('should have thrown');
+    } catch (err) {
+      expect(err).toBeInstanceOf(TierDetectionError);
+      const typed = err as TierDetectionError;
+      expect(typed.service).toBe('pgvector');
+      expect(typed.message).toContain('pgvector');
+      expect(typed.remediation).toContain('pgvector/pgvector');
+    }
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  7. probeValkey honors connectTimeout                             */
+  /* ---------------------------------------------------------------- */
+
+  it('constructs the ioredis Redis client with connectTimeout: 5000', async () => {
+    await detectAndAssertTier(STANDALONE_CONFIG);
+
+    expect(mocks.MockRedis).toHaveBeenCalledOnce();
+    const [, options] = mocks.MockRedis.mock.calls[0] as [string, Record<string, unknown>];
+    expect(options).toMatchObject({ connectTimeout: 5000 });
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  8. probePgvector — library-not-installed remediation             */
+  /* ---------------------------------------------------------------- */
+
+  it('includes pgvector/pgvector:pg17 in remediation when pgvector library is missing', async () => {
+    // SELECT 1 succeeds; CREATE EXTENSION fails with the canonical library-missing message.
+    mocks.mockSqlFn
+      .mockResolvedValueOnce([]) // SELECT 1 (probePostgres)
+      .mockRejectedValueOnce(new Error('extension "vector" is not available')); // probePgvector
+
+    try {
+      await detectAndAssertTier(FEDERATED_CONFIG);
+      expect.fail('should have thrown');
+    } catch (err) {
+      expect(err).toBeInstanceOf(TierDetectionError);
+      const typed = err as TierDetectionError;
+      expect(typed.service).toBe('pgvector');
+      expect(typed.remediation).toContain('pgvector/pgvector:pg17');
+    }
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  9. probePgvector — permission / other error remediation          */
+  /* ---------------------------------------------------------------- */
+
+  it('mentions CREATE permission or superuser in remediation for a generic pgvector error', async () => {
+    // SELECT 1 succeeds; CREATE EXTENSION fails with a permission error (not the library-missing message).
+    mocks.mockSqlFn
+      .mockResolvedValueOnce([]) // SELECT 1 (probePostgres)
+      .mockRejectedValueOnce(new Error('permission denied to create extension'));
+
+    try {
+      await detectAndAssertTier(FEDERATED_CONFIG);
+      expect.fail('should have thrown');
+    } catch (err) {
+      expect(err).toBeInstanceOf(TierDetectionError);
+      const typed = err as TierDetectionError;
+      expect(typed.service).toBe('pgvector');
+      // Must NOT point to the image fix — that's only for the library-missing case.
+      expect(typed.remediation).not.toContain('pgvector/pgvector:pg17');
+      // Must mention permissions or superuser.
+      expect(typed.remediation).toMatch(/CREATE|superuser/i);
+    }
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  10. federated tier rejects non-bullmq queue.type                 */
+  /* ---------------------------------------------------------------- */
+
+  it('throws TierDetectionError with service=config for federated tier with queue.type !== bullmq', async () => {
+    const badConfig: MosaicConfig = {
+      tier: 'federated',
+      storage: {
+        type: 'postgres',
+        url: 'postgresql://mosaic:mosaic@db-host:5433/mosaic',
+        enableVector: true,
+      },
+      queue: { type: 'local', dataDir: '.mosaic/queue' },
+      memory: { type: 'pgvector' },
+    };
+
+    try {
+      await detectAndAssertTier(badConfig);
+      expect.fail('should have thrown');
+    } catch (err) {
+      expect(err).toBeInstanceOf(TierDetectionError);
+      const typed = err as TierDetectionError;
+      expect(typed.service).toBe('config');
+      expect(typed.remediation).toContain('bullmq');
+    }
+
+    // No network probes should have been attempted.
+    expect(mocks.mockPostgresConstructor).not.toHaveBeenCalled();
+    expect(mocks.MockRedis).not.toHaveBeenCalled();
+  });
+
+  /* ---------------------------------------------------------------- */
+  /*  11. Error fields populated                                        */
+  /* ---------------------------------------------------------------- */
+
+  it('populates host, port, and remediation on a thrown TierDetectionError', async () => {
+    mocks.mockSqlFn.mockRejectedValue(new Error('connection refused'));
+
+    let caught: TierDetectionError | undefined;
+    try {
+      await detectAndAssertTier(STANDALONE_CONFIG);
+    } catch (err) {
+      caught = err as TierDetectionError;
+    }
+
+    expect(caught).toBeInstanceOf(TierDetectionError);
+    expect(caught!.service).toBe('postgres');
+    // Host and port are extracted from the Postgres URL in STANDALONE_CONFIG.
+    expect(caught!.host).toBe('db-host');
+    expect(caught!.port).toBe(5432);
+    expect(caught!.remediation).toMatch(/docker compose/i);
+    expect(caught!.message).toContain('db-host:5432');
+  });
+});

apps/gateway/src/bootstrap/tier-detector.ts

@@ -0,0 +1,220 @@
+/**
+ * Tier Detector — pre-flight service reachability assertions.
+ *
+ * Runs BEFORE NestFactory.create() to surface actionable errors immediately
+ * rather than crashing mid-boot with an opaque stack trace.
+ *
+ * Library choices:
+ * - Postgres: `postgres` npm package (already a dep via @mosaicstack/db / drizzle-orm).
+ *   The spec mentions `pg`, but only `postgres` is installed in this monorepo.
+ * - Valkey: `ioredis` (already a dep via @mosaicstack/queue → bullmq; same URL
+ *   convention used by the bullmq adapter).
+ */
+
+import postgres from 'postgres';
+import { Redis } from 'ioredis';
+import type { MosaicConfig } from '@mosaicstack/config';
+
+/* ------------------------------------------------------------------ */
+/*  Structured error type                                               */
+/* ------------------------------------------------------------------ */
+
+export class TierDetectionError extends Error {
+  public readonly service: 'postgres' | 'valkey' | 'pgvector' | 'config';
+  public readonly host: string;
+  public readonly port: number;
+  public readonly remediation: string;
+
+  constructor(opts: {
+    service: 'postgres' | 'valkey' | 'pgvector' | 'config';
+    host: string;
+    port: number;
+    remediation: string;
+    cause?: unknown;
+  }) {
+    const message =
+      `[tier-detector] ${opts.service} unreachable or unusable at ` +
+      `${opts.host}:${opts.port} — ${opts.remediation}`;
+    super(message, { cause: opts.cause });
+    this.name = 'TierDetectionError';
+    this.service = opts.service;
+    this.host = opts.host;
+    this.port = opts.port;
+    this.remediation = opts.remediation;
+  }
+}
+
+/* ------------------------------------------------------------------ */
+/*  URL helpers                                                        */
+/* ------------------------------------------------------------------ */
+
+/** Extract host and port from a URL string, returning safe fallbacks on parse failure. */
+function parseHostPort(url: string, defaultPort: number): { host: string; port: number } {
+  try {
+    const parsed = new URL(url);
+    const host = parsed.hostname || 'unknown';
+    const port = parsed.port ? parseInt(parsed.port, 10) : defaultPort;
+    return { host, port };
+  } catch {
+    return { host: 'unknown', port: defaultPort };
+  }
+}
+
+/* ------------------------------------------------------------------ */
+/*  Postgres probe                                                      */
+/* ------------------------------------------------------------------ */
+
+async function probePostgres(url: string): Promise<void> {
+  const { host, port } = parseHostPort(url, 5432);
+  let sql: ReturnType<typeof postgres> | undefined;
+  try {
+    sql = postgres(url, {
+      max: 1,
+      connect_timeout: 5,
+      idle_timeout: 5,
+    });
+    // Run a trivial query to confirm connectivity.
+    await sql`SELECT 1`;
+  } catch (cause) {
+    throw new TierDetectionError({
+      service: 'postgres',
+      host,
+      port,
+      remediation:
+        'Start Postgres: `docker compose -f docker-compose.federated.yml --profile federated up -d postgres-federated`',
+      cause,
+    });
+  } finally {
+    if (sql) {
+      await sql.end({ timeout: 2 }).catch(() => {
+        // Ignore cleanup errors — we already have what we need.
+      });
+    }
+  }
+}
+
+/* ------------------------------------------------------------------ */
+/*  pgvector probe                                                      */
+/* ------------------------------------------------------------------ */
+
+async function probePgvector(url: string): Promise<void> {
+  const { host, port } = parseHostPort(url, 5432);
+  let sql: ReturnType<typeof postgres> | undefined;
+  try {
+    sql = postgres(url, {
+      max: 1,
+      connect_timeout: 5,
+      idle_timeout: 5,
+    });
+    // This succeeds whether the extension is already installed or freshly created.
+    // It errors only if the pgvector shared library is missing from the Postgres binary.
+    await sql`CREATE EXTENSION IF NOT EXISTS vector`;
+  } catch (cause) {
+    const causeMsg = cause instanceof Error ? cause.message.toLowerCase() : '';
+    const isLibraryMissing = causeMsg.includes('extension "vector" is not available');
+    const remediation = isLibraryMissing
+      ? 'Use the `pgvector/pgvector:pg17` image, not the stock `postgres:17` image. See `docker-compose.federated.yml`.'
+      : 'The database role lacks permission to CREATE EXTENSION. Grant `CREATE` on the database, or run as a superuser.';
+    throw new TierDetectionError({
+      service: 'pgvector',
+      host,
+      port,
+      remediation,
+      cause,
+    });
+  } finally {
+    if (sql) {
+      await sql.end({ timeout: 2 }).catch(() => {
+        // Ignore cleanup errors.
+      });
+    }
+  }
+}
+
+/* ------------------------------------------------------------------ */
+/*  Valkey probe                                                        */
+/* ------------------------------------------------------------------ */
+
+const DEFAULT_VALKEY_URL = 'redis://localhost:6380';
+
+async function probeValkey(url: string): Promise<void> {
+  const { host, port } = parseHostPort(url, 6380);
+  const client = new Redis(url, {
+    enableReadyCheck: false,
+    maxRetriesPerRequest: 0,
+    retryStrategy: () => null, // no retries — fail fast
+    lazyConnect: true,
+    connectTimeout: 5000, // fail-fast: 5-second hard cap on connection attempt
+  });
+
+  try {
+    await client.connect();
+    const pong = await client.ping();
+    if (pong !== 'PONG') {
+      throw new Error(`Unexpected PING response: ${pong}`);
+    }
+  } catch (cause) {
+    throw new TierDetectionError({
+      service: 'valkey',
+      host,
+      port,
+      remediation:
+        'Start Valkey: `docker compose -f docker-compose.federated.yml --profile federated up -d valkey-federated`',
+      cause,
+    });
+  } finally {
+    client.disconnect();
+  }
+}
+
+/* ------------------------------------------------------------------ */
+/*  Public entry point                                                  */
+/* ------------------------------------------------------------------ */
+
+/**
+ * Assert that all services required by `config.tier` are reachable.
+ *
+ * - `local`      — no-op (PGlite is in-process; no external services).
+ * - `standalone` — assert Postgres + Valkey (if queue.type === 'bullmq').
+ * - `federated`  — assert Postgres + Valkey + pgvector installability.
+ *
+ * Throws `TierDetectionError` on the first failure with host:port and
+ * a remediation hint.
+ */
+export async function detectAndAssertTier(config: MosaicConfig): Promise<void> {
+  if (config.tier === 'local') {
+    // PGlite runs in-process — nothing to probe.
+    return;
+  }
+
+  const pgUrl =
+    config.storage.type === 'postgres' ? config.storage.url : 'postgresql://localhost:5432/mosaic';
+
+  const valkeyUrl =
+    config.queue.type === 'bullmq' ? (config.queue.url ?? DEFAULT_VALKEY_URL) : null;
+
+  if (config.tier === 'standalone') {
+    await probePostgres(pgUrl);
+    if (valkeyUrl) {
+      await probeValkey(valkeyUrl);
+    }
+    return;
+  }
+
+  // tier === 'federated'
+  // Reject misconfigured queue upfront — federated requires bullmq + a Valkey URL.
+  if (config.queue.type !== 'bullmq') {
+    throw new TierDetectionError({
+      service: 'config',
+      host: 'localhost',
+      port: 0,
+      remediation:
+        "Federated tier requires queue.type === 'bullmq'. " +
+        "Set queue: { type: 'bullmq', url: 'redis://...' } in your mosaic.config.json.",
+    });
+  }
+  const federatedValkeyUrl = config.queue.url ?? DEFAULT_VALKEY_URL;
+  await probePostgres(pgUrl);
+  await probeValkey(federatedValkeyUrl);
+  await probePgvector(pgUrl);
+}

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 './bootstrap/tier-detector.js';
 
 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);
   }

docker-compose.federated.yml

@@ -0,0 +1,60 @@
+# 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]
+    ports:
+      - '${PG_FEDERATED_HOST_PORT:-5433}:5432'
+    environment:
+      POSTGRES_USER: mosaic
+      POSTGRES_PASSWORD: mosaic
+      POSTGRES_DB: mosaic
+    volumes:
+      - pg_federated_data:/var/lib/postgresql/data
+      - ./infra/pg-init:/docker-entrypoint-initdb.d:ro
+    healthcheck:
+      test: ['CMD-SHELL', 'pg_isready -U mosaic']
+      interval: 5s
+      timeout: 3s
+      retries: 5
+
+  valkey-federated:
+    image: valkey/valkey:8-alpine
+    profiles: [federated]
+    ports:
+      - '${VALKEY_FEDERATED_HOST_PORT:-6380}:6379'
+    volumes:
+      - valkey_federated_data:/data
+    healthcheck:
+      test: ['CMD', 'valkey-cli', 'ping']
+      interval: 5s
+      timeout: 3s
+      retries: 5
+
+volumes:
+  pg_federated_data:
+  valkey_federated_data:

docs/TASKS.md

@@ -28,7 +28,7 @@ These are MVP-level checks that don't belong to any single workstream. Updated b
 | 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 | not-started | Kick off W1 / FED-M1 — federated tier infrastructure                                                     | First execution task in MVP                                                             |
+| 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                      |
 
 ## Pointer to Active Workstream

docs/federation/TASKS.md

@@ -15,20 +15,20 @@
 
 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                                                                                                             |
+| id        | status      | description                                                                                                                                                                                                        | issue | agent  | branch                          | depends_on | estimate | notes                                                                                                                            |
-| --------- | ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----- | ------ | ------------------------------- | ---------- | -------- | ----------------------------------------------------------------------------------------------------------------- |
+| --------- | ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----- | ------ | ------------------------------- | ---------- | -------- | -------------------------------------------------------------------------------------------------------------------------------- |
-| FED-M1-01 | not-started | 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  | codex  | feat/federation-m1-tier-config  | —          | 4K       | Schema lives in `packages/types`; validator in gateway bootstrap. No behavior change yet — enum only.             |
+| 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 | not-started | Author `docker-compose.federated.yml` as an overlay profile: Postgres 16 + pgvector extension (port 5433), Valkey (6380), named volumes, healthchecks. Compose-up should boot cleanly on a clean machine.          | #460  | codex  | feat/federation-m1-compose      | FED-M1-01  | 5K       | Overlay on existing `docker-compose.yml`; no changes to base file. Add `profile: federated` gating.               |
+| 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 | not-started | 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  | codex  | feat/federation-m1-pgvector     | FED-M1-02  | 8K       | Extension create is idempotent `CREATE EXTENSION IF NOT EXISTS vector`. Gate on tier = federated.                 |
+| 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 | not-started | 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  | codex  | feat/federation-m1-detector     | FED-M1-03  | 8K       | Structured error type with remediation hints. Logs which service failed, with host:port attempted.                |
+| FED-M1-04 | in-progress | 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       | Worker delivered; reviewer flagged 3 issues (Valkey timeout, pgvector error discrimination, federated/non-bullmq guard) — fixed. |
-| FED-M1-05 | not-started | 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  | codex  | feat/federation-m1-migrate      | FED-M1-04  | 10K      | Do NOT run automatically. CLI subcommand `mosaic migrate tier --to federated --dry-run`. Safety rails.            |
+| FED-M1-05 | not-started | 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  | codex  | feat/federation-m1-migrate      | FED-M1-04  | 10K      | Do NOT run automatically. CLI subcommand `mosaic migrate tier --to federated --dry-run`. Safety rails.                           |
-| FED-M1-06 | not-started | 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       | Existing doctor output evolves; add `--json` flag. Green/yellow/red + remediation suggestions per issue.          |
+| FED-M1-06 | not-started | 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       | Existing doctor output evolves; add `--json` flag. Green/yellow/red + remediation suggestions per issue.                         |
-| FED-M1-07 | not-started | 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       | Vitest + docker-compose test profile. One test file per assertion; real services, no mocks.                       |
+| FED-M1-07 | not-started | 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       | Vitest + docker-compose test profile. One test file per assertion; real services, no mocks.                                      |
-| FED-M1-08 | not-started | 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       | Runs against docker-compose federated profile; uses temp PGlite file; deterministic seed.                         |
+| FED-M1-08 | not-started | 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       | Runs against docker-compose federated profile; uses temp PGlite file; deterministic seed.                                        |
-| FED-M1-09 | not-started | 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  | haiku  | feat/federation-m1-regression   | FED-M1-07  | 4K       | Reuse existing e2e harness; just re-point at the federation branch build. Canary that we didn't break it.         |
+| FED-M1-09 | not-started | 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  | haiku  | feat/federation-m1-regression   | FED-M1-07  | 4K       | Reuse existing e2e harness; just re-point at the federation branch build. Canary that we didn't break it.                        |
-| FED-M1-10 | not-started | 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 | —                               | FED-M1-09  | 8K       | Use `feature-dev:code-reviewer` agent. Specifically: no secrets in error messages; no partial-migration footguns. |
+| FED-M1-10 | not-started | 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 | —                               | FED-M1-09  | 8K       | Use `feature-dev:code-reviewer` agent. Specifically: no secrets in error messages; no partial-migration footguns.                |
-| FED-M1-11 | not-started | 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       | Short, actionable. Link from MISSION-MANIFEST. No decisions captured here — those belong in PRD.                  |
+| FED-M1-11 | not-started | 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       | Short, actionable. Link from MISSION-MANIFEST. No decisions captured here — those belong in PRD.                                 |
-| FED-M1-12 | not-started | PR, CI green, merge to main, close #460.                                                                                                                                                                           | #460  | —      | (aggregate)                     | FED-M1-11  | 3K       | Queue-guard before push; wait for green; merge squashed; tea `issue-close` #460.                                  |
+| FED-M1-12 | not-started | PR, CI green, merge to main, close #460.                                                                                                                                                                           | #460  | —      | (aggregate)                     | FED-M1-11  | 3K       | Queue-guard before push; wait for green; merge squashed; tea `issue-close` #460.                                                 |
 
 **M1 total estimate:** ~74K tokens (over-budget vs 20K PRD estimate — explanation below)
 

docs/scratchpads/mvp-20260312.md

@@ -305,3 +305,77 @@ Issues closed: #52, #55, #57, #58, #120-#134
 | 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).

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 +123,52 @@ 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_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'],
+        },
+        queue: {
+          type: 'bullmq',
+          url: process.env['VALKEY_URL'],
+        },
+      };
+    }
+    // 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_TEAM_CONFIG,
+      ...DEFAULT_STANDALONE_CONFIG,
       storage: {
         type: 'postgres',
         url: process.env['DATABASE_URL'],
@@ -116,6 +179,7 @@ function detectFromEnv(): MosaicConfig {
       },
     };
   }
+
   return DEFAULT_LOCAL_CONFIG;
 }
 

packages/db/src/schema.ts

@@ -372,7 +372,11 @@ 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})`;
   },

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

@@ -216,8 +216,8 @@ describe('gatewayConfigStage', () => {
     expect(daemonState.startCalled).toBe(0);
   });
 
-  it('honors MOSAIC_STORAGE_TIER=team in headless path', async () => {
+  it('honors MOSAIC_STORAGE_TIER=standalone in headless path', async () => {
-    process.env['MOSAIC_STORAGE_TIER'] = 'team';
+    process.env['MOSAIC_STORAGE_TIER'] = 'standalone';
     process.env['MOSAIC_DATABASE_URL'] = 'postgresql://test/db';
     process.env['MOSAIC_VALKEY_URL'] = 'redis://test:6379';
 
@@ -231,12 +231,75 @@ describe('gatewayConfigStage', () => {
     });
 
     expect(result.ready).toBe(true);
-    expect(state.gateway?.tier).toBe('team');
+    expect(state.gateway?.tier).toBe('standalone');
     const envContents = readFileSync(daemonState.envFile, 'utf-8');
     expect(envContents).toContain('DATABASE_URL=postgresql://test/db');
     expect(envContents).toContain('VALKEY_URL=redis://test:6379');
     const mosaicConfig = JSON.parse(readFileSync(daemonState.mosaicConfigFile, 'utf-8'));
-    expect(mosaicConfig.tier).toBe('team');
+    expect(mosaicConfig.tier).toBe('standalone');
+  });
+
+  it('accepts deprecated MOSAIC_STORAGE_TIER=team as alias for standalone', async () => {
+    process.env['MOSAIC_STORAGE_TIER'] = 'team';
+    process.env['MOSAIC_DATABASE_URL'] = 'postgresql://test/db';
+    process.env['MOSAIC_VALKEY_URL'] = 'redis://test:6379';
+
+    const p = buildPrompter();
+    const state = makeState('/home/user/.config/mosaic');
+
+    const result = await gatewayConfigStage(p, state, {
+      host: 'localhost',
+      defaultPort: 14242,
+      skipInstall: true,
+    });
+
+    // Deprecated alias 'team' maps to 'standalone'
+    expect(result.ready).toBe(true);
+    expect(state.gateway?.tier).toBe('standalone');
+    const mosaicConfig = JSON.parse(readFileSync(daemonState.mosaicConfigFile, 'utf-8'));
+    expect(mosaicConfig.tier).toBe('standalone');
+  });
+
+  it('honors MOSAIC_STORAGE_TIER=federated in headless path', async () => {
+    process.env['MOSAIC_STORAGE_TIER'] = 'federated';
+    process.env['MOSAIC_DATABASE_URL'] = 'postgresql://test/feddb';
+    process.env['MOSAIC_VALKEY_URL'] = 'redis://test:6379';
+
+    const p = buildPrompter();
+    const state = makeState('/home/user/.config/mosaic');
+
+    const result = await gatewayConfigStage(p, state, {
+      host: 'localhost',
+      defaultPort: 14242,
+      skipInstall: true,
+    });
+
+    expect(result.ready).toBe(true);
+    expect(state.gateway?.tier).toBe('federated');
+    const envContents = readFileSync(daemonState.envFile, 'utf-8');
+    expect(envContents).toContain('DATABASE_URL=postgresql://test/feddb');
+    const mosaicConfig = JSON.parse(readFileSync(daemonState.mosaicConfigFile, 'utf-8'));
+    expect(mosaicConfig.tier).toBe('federated');
+    expect(mosaicConfig.memory.type).toBe('pgvector');
+  });
+
+  it('rejects an unknown MOSAIC_STORAGE_TIER value in headless mode with a descriptive warning', async () => {
+    process.env['MOSAIC_STORAGE_TIER'] = 'federatd'; // deliberate typo
+
+    const warnFn = vi.fn();
+    const p = buildPrompter({ warn: warnFn });
+    const state = makeState('/home/user/.config/mosaic');
+
+    const result = await gatewayConfigStage(p, state, {
+      host: 'localhost',
+      defaultPort: 14242,
+      skipInstall: true,
+    });
+
+    // The stage surfaces validation errors as ready:false (warning is shown to the user).
+    expect(result.ready).toBe(false);
+    // The warning message must name all three valid values.
+    expect(warnFn).toHaveBeenCalledWith(expect.stringMatching(/local.*standalone.*federated/i));
   });
 
   it('regenerates config when portOverride differs from saved GATEWAY_PORT', async () => {

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

@@ -84,10 +84,15 @@ async function promptTier(p: WizardPrompter): Promise<GatewayStorageTier> {
         hint: 'embedded database, no dependencies',
       },
       {
-        value: 'team',
+        value: 'standalone',
-        label: 'Team',
+        label: 'Standalone',
         hint: 'PostgreSQL + Valkey required',
       },
+      {
+        value: 'federated',
+        label: 'Federated',
+        hint: 'PostgreSQL + Valkey + pgvector, federation server+client',
+      },
     ],
   });
   return tier;
@@ -437,7 +442,21 @@ async function collectAndWriteConfig(
     p.log('Headless mode detected — reading configuration from environment variables.');
 
     const storageTierEnv = process.env['MOSAIC_STORAGE_TIER'] ?? 'local';
-    tier = storageTierEnv === 'team' ? 'team' : 'local';
+    if (storageTierEnv === 'team') {
+      // Deprecated alias — warn and treat as standalone
+      process.stderr.write(
+        '[mosaic] DEPRECATED: MOSAIC_STORAGE_TIER=team is deprecated — use "standalone" instead.\n',
+      );
+      tier = 'standalone';
+    } else if (storageTierEnv === 'standalone' || storageTierEnv === 'federated') {
+      tier = storageTierEnv;
+    } else if (storageTierEnv !== '' && storageTierEnv !== 'local') {
+      throw new GatewayConfigValidationError(
+        `Invalid MOSAIC_STORAGE_TIER="${storageTierEnv}" — expected "local", "standalone", or "federated" (deprecated alias "team" also accepted)`,
+      );
+    } else {
+      tier = 'local';
+    }
 
     const portEnv = process.env['MOSAIC_GATEWAY_PORT'];
     port = portEnv ? parseInt(portEnv, 10) : opts.defaultPort;
@@ -453,13 +472,13 @@ async function collectAndWriteConfig(
     hostname = hostnameEnv;
     corsOrigin = corsOverride ?? deriveCorsOrigin(hostnameEnv, 3000);
 
-    if (tier === 'team') {
+    if (tier === 'standalone' || tier === 'federated') {
       const missing: string[] = [];
       if (!databaseUrl) missing.push('MOSAIC_DATABASE_URL');
       if (!valkeyUrl) missing.push('MOSAIC_VALKEY_URL');
       if (missing.length > 0) {
         throw new GatewayConfigValidationError(
-          'Headless install with tier=team requires env vars: ' + missing.join(', '),
+          `Headless install with tier=${tier} requires env vars: ` + missing.join(', '),
         );
       }
     }
@@ -467,11 +486,15 @@ async function collectAndWriteConfig(
     tier = await promptTier(p);
     port = await promptPort(p, opts.defaultPort);
 
-    if (tier === 'team') {
+    if (tier === 'standalone' || tier === 'federated') {
+      const defaultDbUrl =
+        tier === 'federated'
+          ? 'postgresql://mosaic:mosaic@localhost:5433/mosaic'
+          : 'postgresql://mosaic:mosaic@localhost:5432/mosaic';
       databaseUrl = await p.text({
         message: 'DATABASE_URL',
-        initialValue: 'postgresql://mosaic:mosaic@localhost:5433/mosaic',
+        initialValue: defaultDbUrl,
-        defaultValue: 'postgresql://mosaic:mosaic@localhost:5433/mosaic',
+        defaultValue: defaultDbUrl,
       });
       valkeyUrl = await p.text({
         message: 'VALKEY_URL',
@@ -521,7 +544,7 @@ async function collectAndWriteConfig(
     `OTEL_SERVICE_NAME=mosaic-gateway`,
   ];
 
-  if (tier === 'team' && databaseUrl && valkeyUrl) {
+  if ((tier === 'standalone' || tier === 'federated') && databaseUrl && valkeyUrl) {
     envLines.push(`DATABASE_URL=${databaseUrl}`);
     envLines.push(`VALKEY_URL=${valkeyUrl}`);
   }
@@ -545,12 +568,19 @@ async function collectAndWriteConfig(
           queue: { type: 'local', dataDir: join(opts.gatewayHome, 'queue') },
           memory: { type: 'keyword' },
         }
-      : {
+      : tier === 'federated'
-          tier: 'team',
+        ? {
-          storage: { type: 'postgres', url: databaseUrl },
+            tier: 'federated',
-          queue: { type: 'bullmq', url: valkeyUrl },
+            storage: { type: 'postgres', url: databaseUrl },
-          memory: { type: 'pgvector' },
+            queue: { type: 'bullmq', url: valkeyUrl },
-        };
+            memory: { type: 'pgvector' },
+          }
+        : {
+            tier: 'standalone',
+            storage: { type: 'postgres', url: databaseUrl },
+            queue: { type: 'bullmq', url: valkeyUrl },
+            memory: { type: 'keyword' },
+          };
 
   writeFileSync(opts.mosaicConfigFile, JSON.stringify(mosaicConfig, null, 2) + '\n', {
     mode: 0o600,

packages/mosaic/src/types.ts

@@ -58,7 +58,7 @@ export interface HooksState {
   acceptedAt?: string;
 }
 
-export type GatewayStorageTier = 'local' | 'team';
+export type GatewayStorageTier = 'local' | 'standalone' | 'federated';
 
 export interface GatewayAdminState {
   name: string;

packages/storage/src/adapters/postgres.spec.ts

@@ -0,0 +1,107 @@
+import { describe, it, expect, vi, beforeEach } from 'vitest';
+import type { DbHandle } from '@mosaicstack/db';
+
+// Mock @mosaicstack/db before importing the adapter
+vi.mock('@mosaicstack/db', async (importOriginal) => {
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  const actual = await importOriginal<Record<string, any>>();
+  return {
+    ...actual,
+    createDb: vi.fn(),
+    runMigrations: vi.fn().mockResolvedValue(undefined),
+  };
+});
+
+import { createDb, runMigrations } from '@mosaicstack/db';
+import { PostgresAdapter } from './postgres.js';
+
+describe('PostgresAdapter — vector extension gating', () => {
+  let mockExecute: ReturnType<typeof vi.fn>;
+  let mockDb: { execute: ReturnType<typeof vi.fn> };
+  let mockHandle: Pick<DbHandle, 'close'> & { db: typeof mockDb };
+
+  beforeEach(() => {
+    vi.clearAllMocks();
+    mockExecute = vi.fn().mockResolvedValue(undefined);
+    mockDb = { execute: mockExecute };
+    mockHandle = { db: mockDb, close: vi.fn().mockResolvedValue(undefined) };
+    vi.mocked(createDb).mockReturnValue(mockHandle as unknown as DbHandle);
+  });
+
+  it('calls db.execute with CREATE EXTENSION IF NOT EXISTS vector when enableVector=true', async () => {
+    const adapter = new PostgresAdapter({
+      type: 'postgres',
+      url: 'postgresql://test:test@localhost:5432/test',
+      enableVector: true,
+    });
+
+    await adapter.migrate();
+
+    // Should have called execute
+    expect(mockExecute).toHaveBeenCalledTimes(1);
+
+    // Verify the SQL contains the extension creation statement.
+    // Prefer Drizzle's public toSQL() API; fall back to queryChunks if unavailable.
+    // NOTE: queryChunks is an undocumented Drizzle internal (drizzle-orm ^0.45.x).
+    // toSQL() was not present on the raw sql`` result in this version — if a future
+    // Drizzle upgrade adds it, remove the fallback path and delete this comment.
+    const sqlObj = mockExecute.mock.calls[0]![0] as {
+      toSQL?: () => { sql: string; params: unknown[] };
+      queryChunks?: Array<{ value: string[] }>;
+    };
+    const sqlText = sqlObj.toSQL
+      ? sqlObj.toSQL().sql.toLowerCase()
+      : (sqlObj.queryChunks ?? [])
+          .flatMap((chunk) => chunk.value)
+          .join('')
+          .toLowerCase();
+    expect(sqlText).toContain('create extension if not exists vector');
+  });
+
+  it('does NOT call db.execute for extension when enableVector is false', async () => {
+    const adapter = new PostgresAdapter({
+      type: 'postgres',
+      url: 'postgresql://test:test@localhost:5432/test',
+      enableVector: false,
+    });
+
+    await adapter.migrate();
+
+    expect(mockExecute).not.toHaveBeenCalled();
+    expect(vi.mocked(runMigrations)).toHaveBeenCalledOnce();
+  });
+
+  it('does NOT call db.execute for extension when enableVector is unset', async () => {
+    const adapter = new PostgresAdapter({
+      type: 'postgres',
+      url: 'postgresql://test:test@localhost:5432/test',
+    });
+
+    await adapter.migrate();
+
+    expect(mockExecute).not.toHaveBeenCalled();
+    expect(vi.mocked(runMigrations)).toHaveBeenCalledOnce();
+  });
+
+  it('calls runMigrations after the extension is created', async () => {
+    const callOrder: string[] = [];
+    mockExecute.mockImplementation(() => {
+      callOrder.push('execute');
+      return Promise.resolve(undefined);
+    });
+    vi.mocked(runMigrations).mockImplementation(() => {
+      callOrder.push('runMigrations');
+      return Promise.resolve();
+    });
+
+    const adapter = new PostgresAdapter({
+      type: 'postgres',
+      url: 'postgresql://test:test@localhost:5432/test',
+      enableVector: true,
+    });
+
+    await adapter.migrate();
+
+    expect(callOrder).toEqual(['execute', 'runMigrations']);
+  });
+});

packages/storage/src/adapters/postgres.ts

@@ -66,13 +66,19 @@ export class PostgresAdapter implements StorageAdapter {
   private handle: DbHandle;
   private db: Db;
   private url: string;
+  private enableVector: boolean;
 
   constructor(config: Extract<StorageConfig, { type: 'postgres' }>) {
     this.url = config.url;
+    this.enableVector = config.enableVector ?? false;
     this.handle = createDb(config.url);
     this.db = this.handle.db;
   }
 
+  private async ensureVectorExtension(): Promise<void> {
+    await this.db.execute(sql`CREATE EXTENSION IF NOT EXISTS vector`);
+  }
+
   async create<T extends Record<string, unknown>>(
     collection: string,
     data: T,
@@ -149,6 +155,9 @@ export class PostgresAdapter implements StorageAdapter {
   }
 
   async migrate(): Promise<void> {
+    if (this.enableVector) {
+      await this.ensureVectorExtension();
+    }
     await runMigrations(this.url);
   }
 

packages/storage/src/types.ts

@@ -38,6 +38,6 @@ export interface StorageAdapter {
 }
 
 export type StorageConfig =
-  | { type: 'postgres'; url: string }
+  | { type: 'postgres'; url: string; enableVector?: boolean }
   | { type: 'pglite'; dataDir?: string }
   | { type: 'files'; dataDir: string; format?: 'json' | 'md' };

pnpm-lock.yaml

@@ -152,12 +152,18 @@ importers:
       fastify:
         specifier: ^5.0.0
         version: 5.8.2
+      ioredis:
+        specifier: ^5.10.0
+        version: 5.10.0
       node-cron:
         specifier: ^4.2.1
         version: 4.2.1
       openai:
         specifier: ^6.32.0
         version: 6.32.0(ws@8.20.0)(zod@4.3.6)
+      postgres:
+        specifier: ^3.4.8
+        version: 3.4.8
       reflect-metadata:
         specifier: ^0.2.0
         version: 0.2.2