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stack/docs/scratchpads/791-upgrade-config-protection.md
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feat(mosaic): manifest-owned upgrade guard so updates never wipe operator config (#791)
Invert the framework updater from a denylist ("framework owns everything unless
preserved") to an explicit allow-list manifest ("operator owns everything unless
framework"). A path the manifest never anticipated resolves to operator-owned by
the fail-safe default, so it is structurally unreachable by any write or prune.

Root cause (#791): `mosaic update` re-seeds via `install.sh` keep-mode, whose
`rsync -a --delete` + hand-maintained PRESERVE_PATHS denylist wiped operator
paths the denylist forgot (agents/*.conf, policy/*.md, *.local.md, harvester
SOP, tools/_lib/credentials.json, unanticipated fleet files).

- framework-manifest.txt: single SSOT ([framework]/[operator], deny-wins,
  UNKNOWN=>operator fail-safe), read by BOTH installers.
- src/framework/manifest.ts: pure resolver (parse/matchGlob/resolveOwnership/
  frameworkSubtreeRoots/planPrune) — the testable seam.
- tools/_lib/manifest.sh: bash resolver (compiled globs, fork-free hot path),
  sourced by install.sh; parity-tested against the TS resolver.
- install.sh keep mode is now manifest-driven (no --delete): overlay-copy
  framework files, scoped-prune only retired framework files inside shipped
  subtrees. Operator + unknown paths are never written or deleted.
- file-ops.syncDirectory gains an isOperatorOwned guard; file-adapter derives it
  from the shared manifest, replacing the drifted hardcoded preservePaths.

Tests (TDD, red->green):
- HARD GATE test-upgrade-manifest-guard.sh: 10 operator sentinels (incl. an
  unanticipated one) survive a keep-mode reseed byte-identical + mtime-unchanged;
  retired framework file pruned; secret value absent from output. RED 31 fail on
  the old installer -> GREEN 48 pass. Wired merge-blocking into CI.
- manifest-parity.spec.ts (§6.1): bash<->TS agree on 34 paths + subtree roots.
- manifest.spec.ts: 18 tests incl. planPrune property test + shipped-tree
  completeness (§6.2).
- test-install-migration.sh F6 flipped: an unanticipated operator fleet file now
  MUST survive keep-mode reseed.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-16 15:47:28 -05:00

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6.2 KiB
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# Scratchpad — #791 Upgrade config protection (ms-791 worker lane)
**Lane:** web1:ms-791 → reports to MS-LEAD (web1:mosaic-100). Do NOT contact Jason/Mos directly.
**Worktree:** `/home/hermes/agent-work/stack-agents-dir-791`, branch `feat/791-upgrade-config-protection`
off `origin/main` `9745bc3f` (verified exact head).
## Mission prompt (verbatim intent)
Protect operator-owned config under `~/.config/mosaic` from framework-upgrade wipes. Ratified
combination (Mos-approved, do NOT re-litigate): (b) strict ownership separation [PRIMARY] + (a)
transactional pre-update snapshot [safety net] + (d) regeneration-from-SSOT [recovery]. (c) periodic
timer DEFERRED. HARD GATE: unit test that an upgrade run touches NO path outside the manifest.
Design-first: write design doc, send to MS-LEAD, WAIT for confirmation before impl.
## Session 1 (2026-07-16) — Phase 1 design
### Evidence gathered (wipe mechanism, file/line)
- `mosaic update``update-checker.ts:509` `buildReseedCommand``bash install.sh`
(`MOSAIC_SYNC_ONLY=1`, `MOSAIC_INSTALL_MODE=keep`).
- Wipe = `packages/mosaic/framework/install.sh:199` `rsync -a --delete` + `PRESERVE_PATHS` denylist
(`install.sh:47`). cp-fallback `install.sh:223` `find ... -exec rm -rf`.
- Denylist gaps → WIPED: `agents/*.conf`, `policy/*.md`, `*.local.md`, harvester/SOP,
`tools/_lib/credentials.json`.
- Stale comment `update-checker.ts:492` claims `*.local` preserved — PRESERVE_PATHS has no such entry.
- TS path `file-adapter.ts:157``file-ops.ts:66` `syncDirectory` = non-destructive copy-overlay, BUT
its preserve list (`file-adapter.ts:164`) already DRIFTED from install.sh (missing `fleet/backlog`,
`fleet/roles.local`). Evidence for single shared manifest SSOT.
- Existing snapshot (`install.sh:76`) = /tmp, crash-trap only, deleted on success → inadequate; no
`mosaic restore`.
- `fleet-reconciler.ts:93,234` already has `regenerate-projections-from-roster` phase separate from
lifecycle → `mosaic fleet regen` = thin projection-only wrapper (no restart), no FCM-M4/M5 preemption.
### Design decisions
- **(b)** Invert to allow-list: shared `framework/framework-manifest.json` (framework globs +
operatorReserved carve-outs); resolve per-path, deny-wins; **UNKNOWN ⇒ operator (fail-safe)**.
Mechanism: drop `--delete`; non-deleting bulk copy + explicit manifest-scoped prune pass (iterate
framework globs only → operator/unknown structurally unreachable). Pure prune-planner fn for tests.
- **(a)** Snapshot to `~/.local/state/mosaic/backups/pre-update-<ts>/` 0700/0600, retention N=5,
post-sync verify+restore, `mosaic restore --list/--from`. No secret values in output.
- **(d)** `mosaic fleet regen` projection-only, preview-first, never restart.
- HARD GATE test includes a deliberately-unanticipated operator path to prove fail-safe default.
- **PR split:** PR1 manifest+guard (root fix, ships alone) → PR2 snapshot/restore (secrev) → PR3
regen+docs. PR2/PR3 depend on PR1.
### Status
Design doc written: `docs/design/791-upgrade-config-protection.md`. Sent to MS-LEAD.
## Session 1 (cont.) — MS-LEAD CONFIRMED → Phase 2 GO
All 4 asks approved. Binding conditions:
- TDD tests-first, red-first proof per PR; ≥85% new-code; co-located `*.spec.ts`; never `--no-verify`.
- HARD GATE test (§2.4, unanticipated sentinel survives byte-identical + mtime unchanged) = MERGE-BLOCKING for PR1.
- Manifest-completeness test (§6.2) required.
- Bash+TS read ONE shared `framework-manifest.json`; parity test (§6.1) required (closes #631 drift class).
- UNKNOWN⇒operator (rule 3) non-negotiable. Keep prune-planner PURE.
- `fleet regen`: NEVER restart; dry-run default, `--write` to apply; "never issues restart" test mandatory.
- Independent review every PR; PR2 dedicated secrev.
- One PR at a time through DAG. Report PR1 exact head + red→green evidence for review commission.
### Now: implementing PR1 (manifest + resolver + non-deleting sync + scoped prune + guard tests).
## Session 2 (2026-07-16) — PR1 built, tests-first, red→green proven
Deviation noted to MS-LEAD in PR: manifest is `framework-manifest.txt` (line-oriented), NOT `.json`.
Rationale: keep the bash installer free of a python3/jq dependency. The "ONE shared file, parity-
tested" requirement is honored — `manifest-parity.spec.ts` drives the bash resolver as a subprocess
and asserts byte-identical ownership vs the TS resolver over 34 probe paths spanning every class.
### PR1 artifacts
- SSOT: `packages/mosaic/framework/framework-manifest.txt` ([framework]/[operator], deny-wins, fail-safe).
- TS resolver: `src/framework/manifest.ts` (pure: parse/matchGlob/resolveOwnership/frameworkSubtreeRoots/
planPrune) + `manifest.spec.ts` (18 tests incl. planPrune property test + §6.2 completeness).
- Bash resolver: `framework/tools/_lib/manifest.sh` (compiled globs → fork-free `manifest_is_framework`;
CLI `resolve|subtree-roots|classify`). Sourced by install.sh.
- HARD GATE (§2.4): `framework/tools/quality/scripts/test-upgrade-manifest-guard.sh` — keep-mode reseed,
10 operator sentinels (incl. unanticipated `unknown-operator-dir/x`, `harvester/sop.md`,
`fleet/my-fleet.yaml`) survive byte-identical + mtime-unchanged; retired framework file pruned;
secret value absent from output. RED=31 fail (orig install.sh) → GREEN=48 pass (fixed).
- install.sh: keep mode now manifest-driven (`sync_framework_keep`, no `--delete`); overwrite unchanged.
PRESERVE_PATHS denylist deleted.
- TS sync: `file-ops.syncDirectory` gains `isOperatorOwned` guard; `file-adapter.syncFramework` derives
it from `loadManifest` — hardcoded (drifted) preservePaths deleted. Fixture uses the REAL manifest.
- Parity: `manifest-parity.spec.ts` (§6.1) — bash↔TS agree on 34 paths + subtree roots.
- Migration matrix `test-install-migration.sh`: F6 flipped — `my-fleet.yaml` now MUST survive (fail-safe).
- CI: new merge-blocking `upgrade-guard` step (`.woodpecker/ci.yml`) runs both bash suites (adds rsync).
- update-checker.ts reseed comment corrected to the manifest model.
### Gates (all green)
- `pnpm typecheck` ✓ · `pnpm lint` ✓ · `pnpm format:check`
- Full mosaic vitest: 1062 passed (cli-smoke needs `pnpm build` first — build-artifact dep, not this change).
- HARD GATE 48/48 · migration 21/21 · parity 3/3 · manifest 18/18 · file-adapter 8/8.