fix(types): capabilities response — add filters + rate_limit stub + tighten supported_verbs (review remediation)

- HIGH-1: add `filters` field (mirrors FederationScope PRD §8.1) and `rate_limit` stub (PRD §9.1) to FederationCapabilitiesResponseSchema; M4 populates remaining/reset_at
- MED-3: tighten supported_verbs from z.array(z.string()) to z.array(z.enum(FEDERATION_VERBS)) closed enum
- Add 10 new test cases covering filters shape, rate_limit full/minimal/absent/invalid, and invalid verb rejection

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

packages/types/package.json

@@ -26,7 +26,8 @@
   },
   "dependencies": {
     "class-transformer": "^0.5.1",
-    "class-validator": "^0.15.1"
+    "class-validator": "^0.15.1",
+    "zod": "^4.3.6"
   },
   "publishConfig": {
     "registry": "https://git.mosaicstack.dev/api/packages/mosaicstack/npm/",

packages/types/src/federation/__tests__/federation.spec.ts

@@ -0,0 +1,435 @@
+/**
+ * Unit tests for federation wire-format DTOs.
+ *
+ * Coverage:
+ *  - FederationRequestSchema  (valid + invalid)
+ *  - FederationListResponseSchema factory
+ *  - FederationGetResponseSchema factory
+ *  - FederationCapabilitiesResponseSchema
+ *  - FederationErrorEnvelopeSchema + error code exhaustiveness
+ *  - FederationError exception hierarchy
+ *  - tagWithSource helper round-trip
+ *  - SourceTagSchema
+ */
+
+import { describe, expect, it } from 'vitest';
+import { z } from 'zod';
+
+import {
+  FEDERATION_ERROR_CODES,
+  FEDERATION_VERBS,
+  FederationCapabilitiesResponseSchema,
+  FederationError,
+  FederationErrorEnvelopeSchema,
+  FederationForbiddenError,
+  FederationInternalError,
+  FederationInvalidRequestError,
+  FederationNotFoundError,
+  FederationRateLimitedError,
+  FederationRequestSchema,
+  FederationScopeViolationError,
+  FederationUnauthorizedError,
+  FederationGetResponseSchema,
+  FederationListResponseSchema,
+  SOURCE_LOCAL,
+  SourceTagSchema,
+  parseFederationErrorEnvelope,
+  tagWithSource,
+} from '../index.js';
+
+// ---------------------------------------------------------------------------
+// Verbs
+// ---------------------------------------------------------------------------
+
+describe('FEDERATION_VERBS', () => {
+  it('contains exactly list, get, capabilities', () => {
+    expect(FEDERATION_VERBS).toEqual(['list', 'get', 'capabilities']);
+  });
+});
+
+// ---------------------------------------------------------------------------
+// FederationRequestSchema
+// ---------------------------------------------------------------------------
+
+describe('FederationRequestSchema', () => {
+  it('accepts a minimal valid list request', () => {
+    const result = FederationRequestSchema.safeParse({ verb: 'list', resource: 'tasks' });
+    expect(result.success).toBe(true);
+  });
+
+  it('accepts a get request with cursor and params', () => {
+    const result = FederationRequestSchema.safeParse({
+      verb: 'get',
+      resource: 'notes',
+      cursor: 'abc123',
+      params: { filter: 'mine' },
+    });
+    expect(result.success).toBe(true);
+    if (result.success) {
+      expect(result.data.cursor).toBe('abc123');
+      expect(result.data.params?.['filter']).toBe('mine');
+    }
+  });
+
+  it('accepts a capabilities request', () => {
+    const result = FederationRequestSchema.safeParse({ verb: 'capabilities', resource: 'tasks' });
+    expect(result.success).toBe(true);
+  });
+
+  it('rejects an unknown verb', () => {
+    const result = FederationRequestSchema.safeParse({ verb: 'search', resource: 'tasks' });
+    expect(result.success).toBe(false);
+  });
+
+  it('rejects an empty resource string', () => {
+    const result = FederationRequestSchema.safeParse({ verb: 'list', resource: '' });
+    expect(result.success).toBe(false);
+  });
+
+  it('rejects a missing verb', () => {
+    const result = FederationRequestSchema.safeParse({ resource: 'tasks' });
+    expect(result.success).toBe(false);
+  });
+});
+
+// ---------------------------------------------------------------------------
+// FederationListResponseSchema factory
+// ---------------------------------------------------------------------------
+
+describe('FederationListResponseSchema', () => {
+  const ItemSchema = z.object({ id: z.string(), name: z.string() });
+  const ListSchema = FederationListResponseSchema(ItemSchema);
+
+  it('accepts a valid list envelope', () => {
+    const result = ListSchema.safeParse({
+      items: [{ id: '1', name: 'Task A' }],
+      nextCursor: 'page2',
+      _partial: false,
+      _truncated: false,
+    });
+    expect(result.success).toBe(true);
+    if (result.success) {
+      expect(result.data.items).toHaveLength(1);
+      expect(result.data.nextCursor).toBe('page2');
+    }
+  });
+
+  it('accepts a minimal envelope with empty items', () => {
+    const result = ListSchema.safeParse({ items: [] });
+    expect(result.success).toBe(true);
+  });
+
+  it('rejects when items is missing', () => {
+    const result = ListSchema.safeParse({ nextCursor: 'x' });
+    expect(result.success).toBe(false);
+  });
+
+  it('rejects when an item fails validation', () => {
+    const result = ListSchema.safeParse({ items: [{ id: 1, name: 'bad' }] });
+    expect(result.success).toBe(false);
+  });
+});
+
+// ---------------------------------------------------------------------------
+// FederationGetResponseSchema factory
+// ---------------------------------------------------------------------------
+
+describe('FederationGetResponseSchema', () => {
+  const ItemSchema = z.object({ id: z.string() });
+  const GetSchema = FederationGetResponseSchema(ItemSchema);
+
+  it('accepts a found item', () => {
+    const result = GetSchema.safeParse({ item: { id: 'abc' } });
+    expect(result.success).toBe(true);
+    if (result.success) {
+      expect(result.data.item).toEqual({ id: 'abc' });
+    }
+  });
+
+  it('accepts null item (not found)', () => {
+    const result = GetSchema.safeParse({ item: null });
+    expect(result.success).toBe(true);
+    if (result.success) {
+      expect(result.data.item).toBeNull();
+    }
+  });
+
+  it('rejects when item is missing', () => {
+    const result = GetSchema.safeParse({});
+    expect(result.success).toBe(false);
+  });
+});
+
+// ---------------------------------------------------------------------------
+// FederationCapabilitiesResponseSchema
+// ---------------------------------------------------------------------------
+
+describe('FederationCapabilitiesResponseSchema', () => {
+  it('accepts a valid capabilities response', () => {
+    const result = FederationCapabilitiesResponseSchema.safeParse({
+      resources: ['tasks', 'notes'],
+      excluded_resources: ['credentials'],
+      max_rows_per_query: 500,
+      supported_verbs: ['list', 'get', 'capabilities'],
+    });
+    expect(result.success).toBe(true);
+    if (result.success) {
+      expect(result.data.max_rows_per_query).toBe(500);
+    }
+  });
+
+  it('accepts a response with filters field', () => {
+    const result = FederationCapabilitiesResponseSchema.safeParse({
+      resources: ['tasks', 'notes'],
+      excluded_resources: [],
+      max_rows_per_query: 100,
+      supported_verbs: ['list'],
+      filters: {
+        tasks: { include_teams: ['team-a'], include_personal: true },
+        notes: { include_personal: false },
+      },
+    });
+    expect(result.success).toBe(true);
+    if (result.success) {
+      expect(result.data.filters?.['tasks']?.include_teams).toEqual(['team-a']);
+    }
+  });
+
+  it('accepts a response with partial filters (only include_teams)', () => {
+    const result = FederationCapabilitiesResponseSchema.safeParse({
+      resources: ['tasks'],
+      excluded_resources: [],
+      max_rows_per_query: 50,
+      supported_verbs: ['list'],
+      filters: { tasks: { include_teams: ['eng'] } },
+    });
+    expect(result.success).toBe(true);
+  });
+
+  it('accepts a response with rate_limit (M4 full shape)', () => {
+    const result = FederationCapabilitiesResponseSchema.safeParse({
+      resources: ['tasks'],
+      excluded_resources: [],
+      max_rows_per_query: 100,
+      supported_verbs: ['list'],
+      rate_limit: { limit_per_minute: 60, remaining: 55, reset_at: '2026-04-23T12:00:00Z' },
+    });
+    expect(result.success).toBe(true);
+    if (result.success) {
+      expect(result.data.rate_limit?.limit_per_minute).toBe(60);
+      expect(result.data.rate_limit?.remaining).toBe(55);
+    }
+  });
+
+  it('accepts a response with rate_limit (M3 minimal — limit_per_minute only)', () => {
+    const result = FederationCapabilitiesResponseSchema.safeParse({
+      resources: ['tasks'],
+      excluded_resources: [],
+      max_rows_per_query: 100,
+      supported_verbs: ['list'],
+      rate_limit: { limit_per_minute: 120 },
+    });
+    expect(result.success).toBe(true);
+  });
+
+  it('accepts a response without rate_limit (field is optional)', () => {
+    const result = FederationCapabilitiesResponseSchema.safeParse({
+      resources: ['tasks'],
+      excluded_resources: [],
+      max_rows_per_query: 100,
+      supported_verbs: ['list'],
+    });
+    expect(result.success).toBe(true);
+    if (result.success) {
+      expect(result.data.rate_limit).toBeUndefined();
+    }
+  });
+
+  it('rejects rate_limit with non-positive limit_per_minute', () => {
+    const result = FederationCapabilitiesResponseSchema.safeParse({
+      resources: ['tasks'],
+      excluded_resources: [],
+      max_rows_per_query: 100,
+      supported_verbs: ['list'],
+      rate_limit: { limit_per_minute: 0 },
+    });
+    expect(result.success).toBe(false);
+  });
+
+  it('rejects rate_limit with invalid reset_at datetime', () => {
+    const result = FederationCapabilitiesResponseSchema.safeParse({
+      resources: ['tasks'],
+      excluded_resources: [],
+      max_rows_per_query: 100,
+      supported_verbs: ['list'],
+      rate_limit: { limit_per_minute: 60, reset_at: 'not-a-datetime' },
+    });
+    expect(result.success).toBe(false);
+  });
+
+  it('rejects supported_verbs with an invalid verb (MED-3 enum guard)', () => {
+    const result = FederationCapabilitiesResponseSchema.safeParse({
+      resources: ['tasks'],
+      excluded_resources: [],
+      max_rows_per_query: 100,
+      supported_verbs: ['invalid_verb'],
+    });
+    expect(result.success).toBe(false);
+  });
+
+  it('rejects empty resources array', () => {
+    const result = FederationCapabilitiesResponseSchema.safeParse({
+      resources: [],
+      excluded_resources: [],
+      max_rows_per_query: 100,
+      supported_verbs: ['list'],
+    });
+    expect(result.success).toBe(false);
+  });
+
+  it('rejects non-integer max_rows_per_query', () => {
+    const result = FederationCapabilitiesResponseSchema.safeParse({
+      resources: ['tasks'],
+      excluded_resources: [],
+      max_rows_per_query: 1.5,
+      supported_verbs: ['list'],
+    });
+    expect(result.success).toBe(false);
+  });
+});
+
+// ---------------------------------------------------------------------------
+// FederationErrorEnvelopeSchema + error code exhaustiveness
+// ---------------------------------------------------------------------------
+
+describe('FederationErrorEnvelopeSchema', () => {
+  it('accepts each valid error code', () => {
+    for (const code of FEDERATION_ERROR_CODES) {
+      const result = FederationErrorEnvelopeSchema.safeParse({
+        error: { code, message: 'test' },
+      });
+      expect(result.success, `code ${code} should be valid`).toBe(true);
+    }
+  });
+
+  it('rejects an unknown error code', () => {
+    const result = FederationErrorEnvelopeSchema.safeParse({
+      error: { code: 'unknown_code', message: 'test' },
+    });
+    expect(result.success).toBe(false);
+  });
+
+  it('accepts optional details field', () => {
+    const result = FederationErrorEnvelopeSchema.safeParse({
+      error: { code: 'forbidden', message: 'nope', details: { grantId: 'xyz' } },
+    });
+    expect(result.success).toBe(true);
+  });
+
+  it('rejects when message is missing', () => {
+    const result = FederationErrorEnvelopeSchema.safeParse({ error: { code: 'not_found' } });
+    expect(result.success).toBe(false);
+  });
+});
+
+describe('parseFederationErrorEnvelope', () => {
+  it('returns a typed envelope for valid input', () => {
+    const env = parseFederationErrorEnvelope({ error: { code: 'not_found', message: 'gone' } });
+    expect(env.error.code).toBe('not_found');
+  });
+
+  it('throws for invalid input', () => {
+    expect(() => parseFederationErrorEnvelope({ bad: 'shape' })).toThrow();
+  });
+});
+
+// ---------------------------------------------------------------------------
+// FederationError exception hierarchy
+// ---------------------------------------------------------------------------
+
+describe('FederationError hierarchy', () => {
+  const cases: Array<[string, FederationError]> = [
+    ['unauthorized', new FederationUnauthorizedError()],
+    ['forbidden', new FederationForbiddenError()],
+    ['not_found', new FederationNotFoundError()],
+    ['rate_limited', new FederationRateLimitedError()],
+    ['scope_violation', new FederationScopeViolationError()],
+    ['invalid_request', new FederationInvalidRequestError()],
+    ['internal_error', new FederationInternalError()],
+  ];
+
+  it.each(cases)('code %s is an instance of FederationError', (_code, err) => {
+    expect(err).toBeInstanceOf(FederationError);
+    expect(err).toBeInstanceOf(Error);
+  });
+
+  it.each(cases)('code %s has correct code property', (code, err) => {
+    expect(err.code).toBe(code);
+  });
+
+  it('toEnvelope serialises to wire format', () => {
+    const err = new FederationForbiddenError('Access denied', { grantId: 'g1' });
+    const env = err.toEnvelope();
+    expect(env.error.code).toBe('forbidden');
+    expect(env.error.message).toBe('Access denied');
+    expect(env.error.details).toEqual({ grantId: 'g1' });
+  });
+
+  it('toEnvelope omits details when not provided', () => {
+    const err = new FederationNotFoundError();
+    const env = err.toEnvelope();
+    expect(Object.prototype.hasOwnProperty.call(env.error, 'details')).toBe(false);
+  });
+
+  it('error codes tuple covers all subclasses (exhaustiveness check)', () => {
+    // If a new subclass is added without a code, this test fails at compile time.
+    const allCodes = new Set(FEDERATION_ERROR_CODES);
+    for (const [code] of cases) {
+      expect(allCodes.has(code as (typeof FEDERATION_ERROR_CODES)[number])).toBe(true);
+    }
+    // All codes are covered by at least one case
+    expect(cases).toHaveLength(FEDERATION_ERROR_CODES.length);
+  });
+});
+
+// ---------------------------------------------------------------------------
+// Source tag + tagWithSource
+// ---------------------------------------------------------------------------
+
+describe('SourceTagSchema', () => {
+  it('accepts a non-empty _source string', () => {
+    expect(SourceTagSchema.safeParse({ _source: 'local' }).success).toBe(true);
+    expect(SourceTagSchema.safeParse({ _source: 'mosaic.uscllc.com' }).success).toBe(true);
+  });
+
+  it('rejects empty _source string', () => {
+    expect(SourceTagSchema.safeParse({ _source: '' }).success).toBe(false);
+  });
+});
+
+describe('tagWithSource', () => {
+  it('stamps each item with the given source', () => {
+    const items = [{ id: '1' }, { id: '2' }];
+    const tagged = tagWithSource(items, SOURCE_LOCAL);
+    expect(tagged).toEqual([
+      { id: '1', _source: 'local' },
+      { id: '2', _source: 'local' },
+    ]);
+  });
+
+  it('preserves original item fields', () => {
+    const items = [{ id: 'x', name: 'Task', done: false }];
+    const tagged = tagWithSource(items, 'mosaic.uscllc.com');
+    expect(tagged[0]).toMatchObject({ id: 'x', name: 'Task', done: false });
+    expect(tagged[0]?._source).toBe('mosaic.uscllc.com');
+  });
+
+  it('returns empty array for empty input', () => {
+    expect(tagWithSource([], 'local')).toEqual([]);
+  });
+
+  it('round-trip: tagWithSource output passes SourceTagSchema', () => {
+    const tagged = tagWithSource([{ id: '1' }], 'local');
+    expect(SourceTagSchema.safeParse(tagged[0]).success).toBe(true);
+  });
+});

packages/types/src/federation/error.ts

@@ -0,0 +1,164 @@
+/**
+ * Federation wire-format error envelope and exception hierarchy.
+ *
+ * Source of truth: docs/federation/PRD.md §6, §8.
+ *
+ * DESIGN: Typed error classes rather than discriminated union values
+ * ──────────────────────────────────────────────────────────────────
+ * We expose:
+ *   1. `FEDERATION_ERROR_CODES` — closed string-enum tuple (exhaustiveness-checkable).
+ *   2. `FederationErrorCode` — union type inferred from the tuple.
+ *   3. `FederationErrorEnvelopeSchema` — Zod schema for the wire format.
+ *   4. `FederationError` — base Error subclass with a typed `code` property.
+ *      One concrete subclass per code (e.g. `FederationUnauthorizedError`),
+ *      which enables `instanceof` dispatch in handlers without a switch.
+ *
+ * Rationale: subclasses give gateway handlers and the client a clean dispatch
+ * point (catch + instanceof) without re-parsing or switch tables.  All classes
+ * carry `code` so a generic logger can act on any FederationError uniformly.
+ *
+ * Pure — no NestJS, no DB, no Node-only APIs. Safe for browser/edge.
+ */
+
+import { z } from 'zod';
+
+// ---------------------------------------------------------------------------
+// Error code enum (closed)
+// ---------------------------------------------------------------------------
+
+export const FEDERATION_ERROR_CODES = [
+  'unauthorized',
+  'forbidden',
+  'not_found',
+  'rate_limited',
+  'scope_violation',
+  'invalid_request',
+  'internal_error',
+] as const;
+
+export type FederationErrorCode = (typeof FEDERATION_ERROR_CODES)[number];
+
+// ---------------------------------------------------------------------------
+// Wire-format schema
+// ---------------------------------------------------------------------------
+
+export const FederationErrorEnvelopeSchema = z.object({
+  error: z.object({
+    code: z.enum(FEDERATION_ERROR_CODES),
+    message: z.string(),
+    details: z.unknown().optional(),
+  }),
+});
+
+export type FederationErrorEnvelope = z.infer<typeof FederationErrorEnvelopeSchema>;
+
+// ---------------------------------------------------------------------------
+// Exception class hierarchy
+// ---------------------------------------------------------------------------
+
+/**
+ * Base class for all federation errors.
+ * Carries a typed `code` so handlers can act uniformly on any FederationError.
+ */
+export class FederationError extends Error {
+  readonly code: FederationErrorCode;
+  readonly details?: unknown;
+
+  constructor(code: FederationErrorCode, message: string, details?: unknown) {
+    super(message);
+    this.name = 'FederationError';
+    this.code = code;
+    this.details = details;
+  }
+
+  /** Serialise to the wire-format error envelope. */
+  toEnvelope(): FederationErrorEnvelope {
+    return {
+      error: {
+        code: this.code,
+        message: this.message,
+        ...(this.details !== undefined ? { details: this.details } : {}),
+      },
+    };
+  }
+}
+
+/** Client cert is missing, invalid, or signed by an untrusted CA. */
+export class FederationUnauthorizedError extends FederationError {
+  constructor(message = 'Unauthorized', details?: unknown) {
+    super('unauthorized', message, details);
+    this.name = 'FederationUnauthorizedError';
+  }
+}
+
+/** Grant is inactive, revoked, or the subject user lacks access to the resource. */
+export class FederationForbiddenError extends FederationError {
+  constructor(message = 'Forbidden', details?: unknown) {
+    super('forbidden', message, details);
+    this.name = 'FederationForbiddenError';
+  }
+}
+
+/** Requested resource does not exist. */
+export class FederationNotFoundError extends FederationError {
+  constructor(message = 'Not found', details?: unknown) {
+    super('not_found', message, details);
+    this.name = 'FederationNotFoundError';
+  }
+}
+
+/** Grant has exceeded its rate limit; Retry-After should accompany this. */
+export class FederationRateLimitedError extends FederationError {
+  constructor(message = 'Rate limit exceeded', details?: unknown) {
+    super('rate_limited', message, details);
+    this.name = 'FederationRateLimitedError';
+  }
+}
+
+/**
+ * The request targets a resource or performs an action that the grant's
+ * scope explicitly disallows (distinct from generic 403 — scope_violation
+ * means the scope configuration itself blocked the request).
+ */
+export class FederationScopeViolationError extends FederationError {
+  constructor(message = 'Scope violation', details?: unknown) {
+    super('scope_violation', message, details);
+    this.name = 'FederationScopeViolationError';
+  }
+}
+
+/** Malformed request — missing fields, invalid cursor, unknown verb, etc. */
+export class FederationInvalidRequestError extends FederationError {
+  constructor(message = 'Invalid request', details?: unknown) {
+    super('invalid_request', message, details);
+    this.name = 'FederationInvalidRequestError';
+  }
+}
+
+/** Unexpected server-side failure. */
+export class FederationInternalError extends FederationError {
+  constructor(message = 'Internal error', details?: unknown) {
+    super('internal_error', message, details);
+    this.name = 'FederationInternalError';
+  }
+}
+
+// ---------------------------------------------------------------------------
+// Typed parser
+// ---------------------------------------------------------------------------
+
+/**
+ * Parse an unknown value as a FederationErrorEnvelope.
+ * Throws a plain Error (not FederationError) when parsing fails — this means
+ * the payload wasn't even a valid error envelope.
+ */
+export function parseFederationErrorEnvelope(input: unknown): FederationErrorEnvelope {
+  const result = FederationErrorEnvelopeSchema.safeParse(input);
+  if (!result.success) {
+    const issues = result.error.issues
+      .map((e) => `  - [${e.path.join('.') || 'root'}] ${e.message}`)
+      .join('\n');
+    throw new Error(`Invalid federation error envelope:\n${issues}`);
+  }
+  return result.data;
+}

packages/types/src/federation/index.ts

@@ -0,0 +1,16 @@
+/**
+ * Federation wire-format DTOs — public barrel.
+ *
+ * Exports everything downstream M3 tasks need:
+ *   verbs.ts      — FEDERATION_VERBS constant + FederationVerb type
+ *   request.ts    — FederationRequestSchema + FederationRequest
+ *   response.ts   — list/get/capabilities schema factories + types
+ *   source-tag.ts — SourceTagSchema, tagWithSource helper
+ *   error.ts      — error envelope schema + typed exception hierarchy
+ */
+
+export * from './verbs.js';
+export * from './request.js';
+export * from './response.js';
+export * from './source-tag.js';
+export * from './error.js';

packages/types/src/federation/request.ts

@@ -0,0 +1,47 @@
+/**
+ * Federation wire-format request schema.
+ *
+ * Source of truth: docs/federation/PRD.md §9 (query model).
+ *
+ * Pure — no NestJS, no DB, no Node-only APIs. Safe for browser/edge.
+ */
+
+import { z } from 'zod';
+import { FEDERATION_VERBS } from './verbs.js';
+
+// ---------------------------------------------------------------------------
+// Query params — free-form key/value pairs passed alongside the request
+// ---------------------------------------------------------------------------
+
+const QueryParamsSchema = z.record(z.string(), z.string()).optional();
+
+// ---------------------------------------------------------------------------
+// Top-level request schema
+// ---------------------------------------------------------------------------
+
+export const FederationRequestSchema = z.object({
+  /**
+   * Verb being invoked. One of the M3 federation verbs.
+   */
+  verb: z.enum(FEDERATION_VERBS),
+
+  /**
+   * Resource path being queried, e.g. "tasks", "notes", "memory".
+   * Forward-slash-separated for sub-resources (e.g. "teams/abc/tasks").
+   */
+  resource: z.string().min(1, { message: 'resource must not be empty' }),
+
+  /**
+   * Optional free-form query params (filters, sort, etc.).
+   * Values are always strings; consumers parse as needed.
+   */
+  params: QueryParamsSchema,
+
+  /**
+   * Opaque pagination cursor returned by a previous list response.
+   * Absent on first page.
+   */
+  cursor: z.string().optional(),
+});
+
+export type FederationRequest = z.infer<typeof FederationRequestSchema>;

packages/types/src/federation/response.ts

@@ -0,0 +1,162 @@
+/**
+ * Federation wire-format response schemas.
+ *
+ * Source of truth: docs/federation/PRD.md §9 and MILESTONES.md §M3.
+ *
+ * DESIGN: Generic factory functions rather than z.lazy
+ * ─────────────────────────────────────────────────────
+ * Zod generic schemas cannot be expressed as a single re-usable `z.ZodType`
+ * value because TypeScript's type system erases the generic at the call site.
+ * The idiomatic Zod v4 pattern is factory functions that take an item schema
+ * and return a fully-typed schema.
+ *
+ *   const MyListSchema = FederationListResponseSchema(z.string());
+ *   type MyList = z.infer<typeof MyListSchema>;
+ *   // => { items: string[]; nextCursor?: string; _partial?: boolean; _truncated?: boolean }
+ *
+ * Downstream consumers (M3-03..M3-07, M3-08, M3-09) should call these
+ * factories once per resource type and cache the result.
+ *
+ * Pure — no NestJS, no DB, no Node-only APIs. Safe for browser/edge.
+ */
+
+import { z } from 'zod';
+
+import { FEDERATION_VERBS } from './verbs.js';
+
+// ---------------------------------------------------------------------------
+// Shared envelope flags
+// ---------------------------------------------------------------------------
+
+/**
+ * `_partial`: true when the response is a subset of available data (e.g. due
+ * to scope intersection reducing the result set).
+ */
+const PartialFlag = z.boolean().optional();
+
+/**
+ * `_truncated`: true when the response was capped by max_rows_per_query and
+ * additional pages exist beyond the current cursor.
+ */
+const TruncatedFlag = z.boolean().optional();
+
+// ---------------------------------------------------------------------------
+// FederationListResponseSchema<T> factory
+// ---------------------------------------------------------------------------
+
+/**
+ * Returns a Zod schema for a paginated federation list envelope.
+ *
+ * @param itemSchema - Zod schema for a single item in the list.
+ *
+ * @example
+ * ```ts
+ * const TaskListSchema = FederationListResponseSchema(TaskSchema);
+ * type TaskList = z.infer<typeof TaskListSchema>;
+ * ```
+ */
+export function FederationListResponseSchema<T extends z.ZodTypeAny>(itemSchema: T) {
+  return z.object({
+    items: z.array(itemSchema),
+    nextCursor: z.string().optional(),
+    _partial: PartialFlag,
+    _truncated: TruncatedFlag,
+  });
+}
+
+export type FederationListResponse<T> = {
+  items: T[];
+  nextCursor?: string;
+  _partial?: boolean;
+  _truncated?: boolean;
+};
+
+// ---------------------------------------------------------------------------
+// FederationGetResponseSchema<T> factory
+// ---------------------------------------------------------------------------
+
+/**
+ * Returns a Zod schema for a single-item federation get envelope.
+ *
+ * `item` is null when the resource was not found (404 equivalent on the wire).
+ *
+ * @param itemSchema - Zod schema for the item (nullable is applied internally).
+ *
+ * @example
+ * ```ts
+ * const TaskGetSchema = FederationGetResponseSchema(TaskSchema);
+ * type TaskGet = z.infer<typeof TaskGetSchema>;
+ * ```
+ */
+export function FederationGetResponseSchema<T extends z.ZodTypeAny>(itemSchema: T) {
+  return z.object({
+    item: itemSchema.nullable(),
+    _partial: PartialFlag,
+  });
+}
+
+export type FederationGetResponse<T> = {
+  item: T | null;
+  _partial?: boolean;
+};
+
+// ---------------------------------------------------------------------------
+// FederationCapabilitiesResponseSchema (fixed shape)
+// ---------------------------------------------------------------------------
+
+/**
+ * Shape mirrors FederationScope (apps/gateway/src/federation/scope-schema.ts)
+ * but is kept separate to avoid coupling packages/types to the gateway module.
+ * The serving side populates this from the resolved grant scope at request time.
+ */
+export const FederationCapabilitiesResponseSchema = z.object({
+  /**
+   * Resources this grant is allowed to query.
+   */
+  resources: z.array(z.string()).nonempty(),
+
+  /**
+   * Resources explicitly blocked for this grant even if they exist.
+   */
+  excluded_resources: z.array(z.string()),
+
+  /**
+   * Per-resource filters (mirrors FederationScope.filters from PRD §8.1).
+   * Keys are resource names; values control team/personal visibility.
+   */
+  filters: z
+    .record(
+      z.string(),
+      z.object({
+        include_teams: z.array(z.string()).optional(),
+        include_personal: z.boolean().optional(),
+      }),
+    )
+    .optional(),
+
+  /**
+   * Hard cap on rows returned per query for this grant.
+   */
+  max_rows_per_query: z.number().int().positive(),
+
+  /**
+   * Verbs currently available. Will expand in M4+ (search).
+   * Closed enum — only values from FEDERATION_VERBS are accepted.
+   */
+  supported_verbs: z.array(z.enum(FEDERATION_VERBS)).nonempty(),
+
+  /**
+   * Rate-limit state for this grant (PRD §9.1).
+   * M4 populates `remaining` and `reset_at`; M3 servers may return only
+   * `limit_per_minute` or omit the field entirely.
+   */
+  rate_limit: z
+    .object({
+      limit_per_minute: z.number().int().positive(),
+      remaining: z.number().int().nonnegative().optional(),
+      reset_at: z.string().datetime().optional(),
+    })
+    .optional(),
+});
+
+export type FederationCapabilitiesResponse = z.infer<typeof FederationCapabilitiesResponseSchema>;

packages/types/src/federation/source-tag.ts

@@ -0,0 +1,61 @@
+/**
+ * _source tag for federation fan-out results.
+ *
+ * Source of truth: docs/federation/PRD.md §9.3 and MILESTONES.md §M3 acceptance test #8.
+ *
+ * When source: "all" is requested, the gateway fans out to local + all active
+ * federated peers, merges results, and tags each item with _source so the
+ * caller knows the provenance.
+ *
+ * Pure — no NestJS, no DB, no Node-only APIs. Safe for browser/edge.
+ */
+
+import { z } from 'zod';
+
+// ---------------------------------------------------------------------------
+// Source tag schema
+// ---------------------------------------------------------------------------
+
+/**
+ * `_source` is either:
+ * - `"local"` — the item came from this gateway's own storage.
+ * - a peer common name (e.g. `"mosaic.uscllc.com"`) — the item came from
+ *   that federated peer.
+ */
+export const SourceTagSchema = z.object({
+  _source: z.string().min(1, { message: '_source must not be empty' }),
+});
+
+export type SourceTag = z.infer<typeof SourceTagSchema>;
+
+/**
+ * Literal union for the well-known local source value.
+ * Peers are identified by hostname strings, so there is no closed enum.
+ */
+export const SOURCE_LOCAL = 'local' as const;
+
+// ---------------------------------------------------------------------------
+// Helper: tagWithSource
+// ---------------------------------------------------------------------------
+
+/**
+ * Stamps each item in `items` with `{ _source: source }`.
+ *
+ * The return type merges the item type with SourceTag so callers get full
+ * type-safety on both the original fields and `_source`.
+ *
+ * @param items  - Array of items to tag.
+ * @param source - Either `"local"` or a peer hostname (common name from the
+ *                 client cert's CN or O field).
+ *
+ * @example
+ * ```ts
+ * const local = tagWithSource([{ id: '1', title: 'Task' }], 'local');
+ * // => [{ id: '1', title: 'Task', _source: 'local' }]
+ *
+ * const remote = tagWithSource(peerItems, 'mosaic.uscllc.com');
+ * ```
+ */
+export function tagWithSource<T extends object>(items: T[], source: string): Array<T & SourceTag> {
+  return items.map((item) => ({ ...item, _source: source }));
+}

packages/types/src/federation/verbs.ts

@@ -0,0 +1,11 @@
+/**
+ * Federation verb constants and types.
+ *
+ * Source of truth: docs/federation/PRD.md §9.1
+ *
+ * M3 ships list, get, capabilities. search lives in M4.
+ */
+
+export const FEDERATION_VERBS = ['list', 'get', 'capabilities'] as const;
+
+export type FederationVerb = (typeof FEDERATION_VERBS)[number];

packages/types/src/index.ts

@@ -5,3 +5,4 @@ export * from './agent/index.js';
 export * from './provider/index.js';
 export * from './routing/index.js';
 export * from './commands/index.js';
+export * from './federation/index.js';

pnpm-lock.yaml

@@ -679,6 +679,9 @@ importers:
       class-validator:
         specifier: ^0.15.1
         version: 0.15.1
+      zod:
+        specifier: ^4.3.6
+        version: 4.3.6
     devDependencies:
       typescript:
         specifier: ^5.8.0
@@ -710,10 +713,10 @@ importers:
     dependencies:
       '@mariozechner/pi-agent-core':
         specifier: ^0.63.1
-        version: 0.63.2(@modelcontextprotocol/sdk@1.28.0(zod@4.3.6))(ws@8.20.0)(zod@4.3.6)
+        version: 0.63.2(@modelcontextprotocol/sdk@1.28.0(zod@4.3.6))(ws@8.20.0)(zod@3.25.76)
       '@mariozechner/pi-ai':
         specifier: ^0.63.1
-        version: 0.63.2(@modelcontextprotocol/sdk@1.28.0(zod@4.3.6))(ws@8.20.0)(zod@4.3.6)
+        version: 0.63.2(@modelcontextprotocol/sdk@1.28.0(zod@4.3.6))(ws@8.20.0)(zod@3.25.76)
       '@sinclair/typebox':
         specifier: ^0.34.41
         version: 0.34.48
@@ -7326,6 +7329,12 @@ snapshots:
       '@jridgewell/gen-mapping': 0.3.13
       '@jridgewell/trace-mapping': 0.3.31
 
+  '@anthropic-ai/sdk@0.73.0(zod@3.25.76)':
+    dependencies:
+      json-schema-to-ts: 3.1.1
+    optionalDependencies:
+      zod: 3.25.76
+
   '@anthropic-ai/sdk@0.73.0(zod@4.3.6)':
     dependencies:
       json-schema-to-ts: 3.1.1
@@ -8667,6 +8676,18 @@ snapshots:
       - ws
       - zod
 
+  '@mariozechner/pi-agent-core@0.63.2(@modelcontextprotocol/sdk@1.28.0(zod@4.3.6))(ws@8.20.0)(zod@3.25.76)':
+    dependencies:
+      '@mariozechner/pi-ai': 0.63.2(@modelcontextprotocol/sdk@1.28.0(zod@4.3.6))(ws@8.20.0)(zod@3.25.76)
+    transitivePeerDependencies:
+      - '@modelcontextprotocol/sdk'
+      - aws-crt
+      - bufferutil
+      - supports-color
+      - utf-8-validate
+      - ws
+      - zod
+
   '@mariozechner/pi-agent-core@0.63.2(@modelcontextprotocol/sdk@1.28.0(zod@4.3.6))(ws@8.20.0)(zod@4.3.6)':
     dependencies:
       '@mariozechner/pi-ai': 0.63.2(@modelcontextprotocol/sdk@1.28.0(zod@4.3.6))(ws@8.20.0)(zod@4.3.6)
@@ -8715,6 +8736,30 @@ snapshots:
       - ws
       - zod
 
+  '@mariozechner/pi-ai@0.63.2(@modelcontextprotocol/sdk@1.28.0(zod@4.3.6))(ws@8.20.0)(zod@3.25.76)':
+    dependencies:
+      '@anthropic-ai/sdk': 0.73.0(zod@3.25.76)
+      '@aws-sdk/client-bedrock-runtime': 3.1008.0
+      '@google/genai': 1.45.0(@modelcontextprotocol/sdk@1.28.0(zod@4.3.6))
+      '@mistralai/mistralai': 1.14.1
+      '@sinclair/typebox': 0.34.48
+      ajv: 8.18.0
+      ajv-formats: 3.0.1(ajv@8.18.0)
+      chalk: 5.6.2
+      openai: 6.26.0(ws@8.20.0)(zod@3.25.76)
+      partial-json: 0.1.7
+      proxy-agent: 6.5.0
+      undici: 7.24.3
+      zod-to-json-schema: 3.25.1(zod@3.25.76)
+    transitivePeerDependencies:
+      - '@modelcontextprotocol/sdk'
+      - aws-crt
+      - bufferutil
+      - supports-color
+      - utf-8-validate
+      - ws
+      - zod
+
   '@mariozechner/pi-ai@0.63.2(@modelcontextprotocol/sdk@1.28.0(zod@4.3.6))(ws@8.20.0)(zod@4.3.6)':
     dependencies:
       '@anthropic-ai/sdk': 0.73.0(zod@4.3.6)
@@ -13307,6 +13352,11 @@ snapshots:
     dependencies:
       mimic-function: 5.0.1
 
+  openai@6.26.0(ws@8.20.0)(zod@3.25.76):
+    optionalDependencies:
+      ws: 8.20.0
+      zod: 3.25.76
+
   openai@6.26.0(ws@8.20.0)(zod@4.3.6):
     optionalDependencies:
       ws: 8.20.0