Plan shared source version checks
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docs/roadmap/source-version-checks.md
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# Shared Source Version Checks Roadmap
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Status: planned; implementation has not started. Execute the stages below in
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order. This roadmap develops the partially accepted source-version request in
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[PromptKit's proposal](promptkit-feature-request.md#partially-accepted-addition-shared-source-specification-checks)
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using the consumer's single `Definition.Version` policy. The design direction
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below incorporates the maintainer's subsequent decisions on lookup, consumption,
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inspection, and declaration handling; it supersedes the proposal's earlier
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open-ended discussion of those subjects for this work.
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## Targeted end state
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A consumer can require that source documents contributing to a configuration
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declare a version accepted by its existing `Definition.Version` checker. There
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is one consumer-owned configuration specification and one acceptance policy.
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Different accepted declarations may coexist: ConfigKit does not require exact
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equality with the main declaration, impose SemVer, or invent an expected value.
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The consumer selects one of three modes through the supported loading API:
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| Mode | Missing non-main declaration | Present non-main declaration |
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| --- | --- | --- |
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| Current behavior, the default | Existing behavior | Existing behavior, including protected-path restrictions |
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| Check when present | Proceed without a source-version callback for that omission | Apply the shared version vocabulary and checker |
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| Require declarations | Structured load error | Apply the shared version vocabulary and checker |
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The main declaration remains part of the configuration and retains its existing
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checker policy. The treatment of missing main input and mounted main paths is
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addressed explicitly below rather than silently replacing existing behavior.
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An enabled mode requires a configured version rule and checker; select a normal
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options error for an unusable rule, rather than silently ignoring the mode.
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### Source-local lookup and shared policy
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In enabled modes, interpret the configured header path relative to each source
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document before mounting. Read that document's own declaration, not a composed
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or overlaid value. An import cannot supply its parent's missing declaration,
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and another source or later tier cannot hide a rejected declaration. Check
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acquired participating documents even if their application payload is later
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superseded. A rejection fails the load with no usable partial result.
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Reuse the existing version vocabulary: absence, explicit null, strings, and
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strict decimal integers. Null is present and reaches the checker as null; it is
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not an omission. A required declaration need not be non-null if the consumer's
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checker accepts null. Unsupported scalar/container kinds remain present but
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fail the existing kind of version-type validation before invoking the checker.
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Do not coerce malformed values into strings or treat them as missing. Preserve
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exact string/integer text and the existing absence of a machine-integer range
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requirement. No new string-versus-integer discriminator is required by this scope.
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This checks declared compatibility. Final decoding and domain validation still
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validate the assembled application; fragments are not independently decoded as
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complete applications, and declarations do not prove schema conformance.
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### Header consumption and evidence
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After a non-main declaration passes its check, consume that declaration as
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structural source metadata before its application content participates in
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composition. Preserve the main declaration and existing main value semantics.
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Do not consume unrelated nested versions, imported payload fields at other
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paths, or declarations in the default current-behavior mode.
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For example, with a source-local header path `version`, a non-main document's
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`version: "1"` is checked and consumed even when that document will be mounted
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under `collections/weather`. A local release label at that same path cannot
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simultaneously remain ordinary payload in an enabled mode. Applications must
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choose a distinct location for release metadata or for their specification
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header. A prompt's `version` below a separate prompt key is unaffected unless
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that is the configured header path.
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Retain each checked declaration, its source-local path, and its physical source
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location as inspectable evidence. Keep this evidence separate from effective
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domain values and their composition history; consumed headers should not appear
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as surviving fields or create effective-value diff changes. Source destination
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and resource context remain available through existing inspection. Missing
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declarations need an explicit absence state and an appropriate source-location
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fallback for diagnostics, not an invented authored header coordinate.
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Preserve normal safe diagnostics, warning behavior, callback lifetime, and
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disclosure rules. The public evidence representation and treatment of classified
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declarations need the design decision below; retaining evidence does not authorize
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unredacted exposure of sensitive values or arbitrary malformed input.
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### Participation and unchanged boundaries
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Document participation must be explicit, independent of filesystem naming or
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collection identity. The recommended scope is:
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| Contribution | Recommended treatment |
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| --- | --- |
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| Selected main document | Shared checker; declaration retained; no duplicate main callback |
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| Direct underlay documents | Check under the selected mode; accepted headers consumed |
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| Imported documents, including transitive imports and glob matches | Same policy and mode; accepted headers consumed |
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| Selected overlay document | Same policy and mode; accepted header consumed before overlay application |
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| Host files, native filesystem files, bytes, readers, and mapping sources | Equivalent document participation under their existing source contracts |
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| CLI field overrides | Synthetic field operations; no document header requirement |
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| Typed defaults, resolution operations, inheritance copies, and placement wrappers | Not newly acquired documents; no additional header checks |
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| `NoSource`, unmatched optional imports, and empty groups | No acquired document and no new header requirement |
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A present empty document mapping is still a document. Reuse of a source in
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allowed separate tiers retains existing acquisition semantics; do not introduce
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a global once-only check or a new uniqueness policy. The participation boundary
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and mode API remain recommendations to settle in stage 1.
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Existing source acquisition, containment, import destinations, strict composition,
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precedence, inheritance, and complete-on-return loading continue to apply.
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Consumption permits the checked header to serve as metadata; it must not allow
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remaining payload to bypass main-version ownership. Synthetic overrides remain
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subject to their existing protected-path restrictions.
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This feature does not add independently versioned collections or subtrees,
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per-input compatibility policies, automatic schema migration, YAML-selected
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callbacks, or general source-validation hooks. These are outside this delivery,
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not new permanent prohibitions on future work.
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## Current baseline
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Reviewed worktree baseline: `b3fc6a5`. Input destinations and relative import
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destinations are implemented; the
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[relative import roadmap](relative-import-destinations.md) records completion.
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- [VersionRule and Version](../../lifecycle.go) provide a path, a checker, and
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absent/null/text states. There is no expected-version string or source-check
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mode. Root facade conversions preserve the public/internal boundary.
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- The [version contract](../config.md#application-schema-versions) checks the
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main version before defaults and typed decoding. The current path is an
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effective application path; changing its interpretation in enabled modes
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needs explicit handling for mounted main documents.
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- [Loading](../../internal/engine/load.go) invokes the main check after main
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acquisition/composition. [Version validation](../../internal/engine/validation.go)
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already handles scalar vocabulary, checker diagnostics, and safe callback
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errors. It is a useful shared mechanism, not a ready-made source-check API.
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- [Imports](../../internal/engine/imports.go),
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[underlays](../../internal/engine/load_request.go), and
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[selected overlays](../../internal/engine/selected_overlay.go) currently reject
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contributions to the protected version path. Enabled source checks need to
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extract and consume headers before payload protection and composition, without
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weakening the default behavior or checking only the eventual winning values.
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- Existing source records carry identity, locations, and destination, but no
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dedicated checked-version evidence. Existing sensitivity and inspection are
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primarily organized around application paths and retained application trees.
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## Ordered implementation plan
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### 1. Finalize the contract and integration design
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Resolve the Open Decisions below. Select public mode names and placement, source
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participation, main-path handling, and evidence types. Define header lookup for
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nested paths and distinguish a missing member from an obstructing non-container
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ancestor. Specify consumption without broadening it into a generic transformation
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API. Recommend removing only the selected header node and preserving its authored
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ancestor containers, including newly empty mappings; decide handling of overlaps
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with structural directives before implementation.
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Record the change to main-only version ownership in an ADR and review public API
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compatibility under repository policy. Do not rewrite accepted ADR decisions or
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describe the feature as implemented before it lands. Existing default behavior
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must remain covered; tests must not turn incidental acquisition ordering or
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allocation choices into new guarantees.
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Completion: the three modes and every participating source role have defined
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lookup, callback, consumption, failure, and inspection semantics.
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### 2. Share declaration checking and integrate source acquisition
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Separate reusable version-value interpretation and checker reporting from the
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current main-only invocation. Carry the selected mode through ordinary and
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layered root APIs into the engine. Resolve source-local locations before mounting
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and perform non-main checks before composition or precedence can mask them.
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Consume only accepted non-main headers, retain their evidence, and apply existing
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placement to the remaining body. Integrate direct inputs, recursive imports, and
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selected overlays according to the selected participation contract. Continue
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checking remaining payload for protected-path claims. Preserve source identity,
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resource contexts, and applicable load accounting; consumed input still counts
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as acquired input rather than bypassing source limits.
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Avoid duplicate main checks or a second load of any document. Preserve the main
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declaration's final value and typed conversion behavior. Ensure warnings do not
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become failures merely because acquisition helpers previously treated any returned
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diagnostic as fatal. Keep returned hook errors safe and callback contexts closed.
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Completion: optional and required checks work across participating sources,
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incompatible superseded input fails, and disabled-mode loads remain unchanged.
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### 3. Expose evidence and verify lifecycle agreement
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Add the selected root-owned inspection records and explicit conversions. Retain
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source-local declarations and physical locations without fabricating effective
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payload paths. Apply the agreed disclosure treatment to retained evidence,
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including declarations consumed before final sensitivity evaluation. Return
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detached records and preserve evidence when source files subsequently disappear.
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Check agreement among configuration, provenance, history, rendering, and diff:
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main remains represented normally; consumed headers remain source evidence;
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ordinary version payload remains ordinary. Verify diagnostics identify the
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actual source even when several documents use the same local header path.
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Follow existing load-error reporting rather than promising exhaustive evidence
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for documents never acquired after an earlier failure.
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Completion: consumers can inspect checked declarations without reopening files,
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and evidence does not leak sensitive values or alter effective-value semantics.
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### 4. Add public acceptance coverage and update documentation
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Use focused engine tests for vocabulary, extraction, and consumption; root tests
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for public options and detached evidence; and executable consumer examples for
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multi-file loading. Cover these distinct behaviors without duplicating all
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existing import and composition tests:
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- all modes, with absent, null, string, decimal-integer, and malformed values;
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- multiple versions accepted by one checker without equality enforcement;
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- required missing declarations and incompatible inputs hidden by later layers;
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- main preservation and no duplicate callback, including the chosen mounted-main
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interpretation and `NoSource` behavior;
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- direct underlays, transitive/glob imports, overlays, and every document source
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kind; no header requirement for synthetic field overrides;
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- source-local lookup before input and relative-import destination placement;
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- nested-header consumption, empty containers, structural-path interactions,
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and remaining payload protection;
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- ordinary release/prompt version fields outside the header path;
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- warning propagation, safe checker failures, real source locations, and absent
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header location fallbacks;
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- inspectable detached evidence and disclosure using disposable canaries;
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- consumed-header exclusion from effective rendering/diffs, with retained main
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history and unchanged resource-relative behavior;
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- default-mode compatibility, including existing fragment version rejection.
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Demonstrate gradual adoption with optional checks and full declaration coverage
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with required checks, using one policy. Do not include independent collection
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checkers in examples. Update Go declaration documentation, the configuration
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contract, consumer guidance, and internal overview as behavior lands; reconcile
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the source-header request's earlier remaining-design notes then.
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Follow the [development guide](../development.md) and
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[testing policy](../policy/testing.md): focused checks during implementation,
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the everyday check before handoff, ownership race checks where applicable, and
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documentation-link validation. No independent performance benchmarks are part of
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this roadmap. Release preparation and publication are separate work.
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Completion: the agreed source coverage and three modes work through supported
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public APIs, inspection and disclosure agree with the contract, and validation
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and documentation are complete. Independent specification policies are not
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required to complete this feature.
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## Open Decisions
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### Mode API and document participation
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Recommendation: expose a load-wide enum on ordinary and layered options, with
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zero retaining current behavior, and use the participation table above. This
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allows one reusable `Definition.Version` policy to be used with different adoption
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strictness on different loads. Include mapping sources and selected overlays:
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they contribute documents even though they are not necessarily imported files.
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Exclude synthetic field operations and absent sources as described above.
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Alternative: place the mode on `VersionRule` so policy and enforcement travel
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together. This reduces option plumbing but requires changing/copying the rule
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to vary enforcement. A narrower first implementation checking imports and
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underlays but exempting overlays is also viable; it reduces integration work but
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offers weaker assurance about all contributing documents and needs an explicit
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documented exception. Neither choice should imply per-source independent policies.
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### Mounted main documents and the protected application path
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Recommendation: in enabled modes, locate main's header source-locally as requested,
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retain it, and derive its effective protected path by prefixing main's destination.
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Use that derived path consistently for protection, existing typed version
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conversion, and inspection. Invoke the shared checker once for main, preserving
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its existing acceptance policy for absence; required mode additionally rejects a
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missing declaration when an actual main document participates. `NoSource` retains
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the existing absent-main checker behavior, since it is not a document.
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Default mode keeps today's effective-path interpretation unchanged. This supports
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mounted main input without contradicting source-local lookup or losing protection.
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Alternative: separate the public source-header path from the existing effective
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main-version path while still using one checker. It makes both coordinate systems
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explicit and can ease migration for mounted main callers, but adds configuration
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and two paths that must be kept coherent. Root-only main input would simplify the
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problem but would restrict an existing capability; do not impose that restriction
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as an implementation shortcut.
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### Evidence representation and sensitivity
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Recommendation: attach a detached declaration record to existing source
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inspection, with local path, presence/null/text state, physical location, and
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explicit redaction state. Reuse existing sensitivity machinery where applicable
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to the source's mounted header path, retaining classification evidence before
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consumption so removing a node does not erase its sensitivity. Main evidence and
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source evidence should use consistent disclosure. Retain actual declaration text
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privately when needed; inspectable sensitive evidence can be redacted without
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denying that a declaration was checked. Specify handling for historical tags and
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dependency classification before choosing storage, rather than exposing raw
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`Version.Text` unconditionally.
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Alternative: expose declarations through a dedicated source query returning safe
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snapshots instead of extending source records. This better accommodates on-demand
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redaction and richer evidence, but adds an API and lookup semantics. Both choices
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must preserve physical attribution and the requested declaration evidence; neither
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should expose arbitrary malformed input or require reopening the source.
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### Nested consumption and structural directives
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Recommendation: remove only the checked non-main declaration and retain authored
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ancestor containers, even when empty. Validate source structure and interpret
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existing directives so header consumption cannot conceal an invalid directive or
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silently cancel an import. Preserve the existing path vocabulary where its
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semantics apply; explicitly work through sequence-index and structural-path
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interactions before implementation instead of adding a blanket top-level-only
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header restriction. Retaining ancestors best preserves input presence outside
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the requested consumed value.
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Alternative: prune ancestor containers emptied by consumption. This can make a
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nested metadata-only header disappear completely from application payload, but
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also removes authored empty-container presence and can affect defaults and
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composition. A dedicated top-level header location would simplify these cases,
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but narrows the existing configurable-path model and would need an explicit
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consumer requirement or design decision rather than an implementation shortcut.
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