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- TASKS.md: 13 M2 tasks (Step-CA + grant schema + admin CLI) + 5 deploy tasks (mos-test-1/-2 on Portainer/Swarm) - MISSION-MANIFEST.md: phase=M2 active; test infra table records mos-test-1/-2 as federation E2E hosts - Refs new tracking issue #482 (deploy workstream); FED-M2 code workstream still tracks #461 Refs #461 #482
98 lines
7.0 KiB
Markdown
98 lines
7.0 KiB
Markdown
# Mission Manifest — Federation v1
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> Persistent document tracking full mission scope, status, and session history.
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> Updated by the orchestrator at each phase transition and milestone completion.
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## Mission
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**ID:** federation-v1-20260419
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**Statement:** Jarvis operates across 3–4 workstations in two physical locations (home, USC). The user currently reaches back to a single jarvis-brain checkout from every session; a prior OpenBrain attempt caused cache, latency, and opacity pain. This mission builds asymmetric federation between Mosaic Stack gateways so that a session on a user's home gateway can query their work gateway in real time without data ever persisting across the boundary, with full multi-tenant isolation and standard-PKI (X.509 / Step-CA) trust management.
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**Phase:** M2 active — Step-CA + grant schema + admin CLI; parallel test-deploy workstream stood up
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**Current Milestone:** FED-M2
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**Progress:** 1 / 7 milestones
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**Status:** active
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**Last Updated:** 2026-04-21 (M2 decomposed; mos-test-1/-2 designated as federation E2E test hosts)
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## Test Infrastructure
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| Host | Role | Image | Tier |
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| ----------------------- | ----------------------------------- | ------------------------------------- | --------- |
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| `mos-test-1.woltje.com` | Federation Server A (querying side) | `gateway:fed-v0.1.0-m1` (M1 baseline) | federated |
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| `mos-test-2.woltje.com` | Federation Server B (serving side) | `gateway:fed-v0.1.0-m1` (M1 baseline) | federated |
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These are TEST hosts for federation E2E (M3+). Distinct from PRD AC-12 production targets (`woltje.com` ↔ `uscllc.com`). Deployment workstream tracked in `docs/federation/TASKS.md` under FED-M2-DEPLOY-\*.
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**Parent Mission:** None — new mission
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## Context
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Federation is the solution to what originally drove OpenBrain. The prior attempt coupled every agent session to a remote service, introduced cache/latency/opacity pain, and created a hard dependency that punished offline use. This redesign:
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1. Makes federation **gateway-to-gateway**, not agent-to-service
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2. Keeps each user's home instance as source of truth for their data
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3. Exposes scoped, read-only data on demand without persisting across the boundary
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4. Uses X.509 mTLS via Step-CA so rotation/revocation/CRL/OCSP are standard
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5. Supports multi-tenant serving sides (employees on uscllc.com each federating back to their own home gateway) with no cross-user leakage
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6. Requires federation-tier instances on both sides (PG + pgvector + Valkey) — local/standalone tiers cannot federate
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7. Works over public HTTPS (no VPN required); Tailscale is an optional overlay
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Key design references:
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- `docs/federation/PRD.md` — 16-section product requirements
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- `docs/federation/MILESTONES.md` — 7-milestone decomposition with per-milestone acceptance tests
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- `docs/federation/TASKS.md` — per-task breakdown (M1 populated; M2-M7 deferred to mission planning)
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- `docs/research/mempalace-evaluation/` (in jarvis-brain) — why we didn't adopt MemPalace
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## Success Criteria
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- [ ] AC-1: Two Mosaic Stack gateways on different hosts can establish a federation grant via CLI-driven onboarding
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- [ ] AC-2: Server A can query Server B for `tasks`, `notes`, `memory` respecting scope filters
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- [ ] AC-3: User on B with no grant cannot be queried by A, even if A has a valid grant for another user (cross-user isolation)
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- [ ] AC-4: Revoking a grant on B causes A's next request to fail with a clear error within one request cycle
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- [ ] AC-5: Cert rotation happens automatically at T-7 days; in-progress session survives rotation without user action
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- [ ] AC-6: Rate-limit enforcement returns 429 with `Retry-After`; client backs off
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- [ ] AC-7: With B unreachable, a session on A completes using local data and surfaces "federation offline for `<peer>`" once per session
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- [ ] AC-8: Every federated request appears in B's `federation_audit_log` within 1 second
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- [ ] AC-9: Scope excluding `credentials` means credentials are never returned — even via `search` with matching keywords
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- [ ] AC-10: `mosaic federation status` shows cert expiry, grant status, last success/failure per peer
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- [ ] AC-11: Full 3-employee multi-tenant scenario passes with no cross-user leakage
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- [ ] AC-12: Two-gateway production deployment (woltje.com ↔ uscllc.com) operational ≥7 days without incident
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- [ ] AC-13: All 7 milestones ship as merged PRs with green CI and closed issues
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## Milestones
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| # | ID | Name | Status | Branch | Issue | Started | Completed |
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| --- | ------ | --------------------------------------------- | ----------- | ------------------ | ----- | ---------- | ---------- |
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| 1 | FED-M1 | Federated tier infrastructure | done | (12 PRs #470-#481) | #460 | 2026-04-19 | 2026-04-19 |
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| 2 | FED-M2 | Step-CA + grant schema + admin CLI | not-started | — | #461 | — | — |
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| 3 | FED-M3 | mTLS handshake + list/get + scope enforcement | not-started | — | #462 | — | — |
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| 4 | FED-M4 | search verb + audit log + rate limit | not-started | — | #463 | — | — |
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| 5 | FED-M5 | Cache + offline degradation + OTEL | not-started | — | #464 | — | — |
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| 6 | FED-M6 | Revocation + auto-renewal + CRL | not-started | — | #465 | — | — |
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| 7 | FED-M7 | Multi-user RBAC hardening + acceptance suite | not-started | — | #466 | — | — |
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## Budget
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| Milestone | Est. tokens | Parallelizable? |
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| --------- | ----------- | ---------------------- |
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| FED-M1 | 20K | No (foundation) |
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| FED-M2 | 30K | No (needs M1) |
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| FED-M3 | 40K | No (needs M2) |
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| FED-M4 | 20K | No (needs M3) |
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| FED-M5 | 20K | Yes (with M6 after M4) |
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| FED-M6 | 20K | Yes (with M5 after M3) |
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| FED-M7 | 25K | No (needs all) |
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| **Total** | **~175K** | |
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## Session History
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| Session | Date | Runtime | Outcome |
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| ------- | ---------- | ------- | --------------------------------------------------------------------- |
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| S1 | 2026-04-19 | claude | PRD authored, MILESTONES decomposed, 7 issues filed |
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| S2-S4 | 2026-04-19 | claude | FED-M1 complete: 12 tasks (PRs #470-#481) merged; tag `fed-v0.1.0-m1` |
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## Next Step
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FED-M1 complete (12 PRs #470-#481, tag `fed-v0.1.0-m1`). Federated tier infrastructure is testable end-to-end: see `docs/federation/SETUP.md` and `docs/guides/migrate-tier.md`.
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Begin FED-M2 (Step-CA + grant schema + admin CLI) when planning is greenlit. Issue #461 tracks scope; orchestrator decomposes M2 into per-task rows in `docs/federation/TASKS.md` at the start of M2.
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