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88
docs/roadmap/application-upgrade-sequence.md
Normal file
88
docs/roadmap/application-upgrade-sequence.md
Normal file
@@ -0,0 +1,88 @@
|
||||
# Application Upgrade Sequence
|
||||
|
||||
Decision agreed: 2026-09-28
|
||||
|
||||
## Purpose and Order
|
||||
|
||||
Adopt the newly released applications through focused, individually reviewed
|
||||
features in this order:
|
||||
|
||||
**Scriptorium → Audita → Notarius → Narratio → suite integration.**
|
||||
|
||||
This document tracks the cross-feature direction, not implementation steps.
|
||||
Each feature roadmap owns its scope and decisions. Only one staged plan is
|
||||
active at a time, at [implementation.md](implementation.md).
|
||||
|
||||
## Version Baseline
|
||||
|
||||
These are the suite pins at the start of this upgrade, not assertions about
|
||||
what is installed on an operational host. Targets are the releases reviewed
|
||||
on the decision date; later releases require deliberate review.
|
||||
|
||||
| Application | Starting suite version | Adoption target |
|
||||
| --- | --- | --- |
|
||||
| Scriptorium | v0.13.0 | v0.15.0 |
|
||||
| Audita | v0.9.1 | v2.0.1 |
|
||||
| Notarius | v0.7.1 | v0.8.1 |
|
||||
| Narratio | v2.2.0 | v3.0.0 |
|
||||
|
||||
Seriatim is unchanged by this sequence.
|
||||
|
||||
## Progress and Feature Links
|
||||
|
||||
Release-summary and migration-guidance triage is complete. Standalone
|
||||
Scriptorium, Audita, Notarius, and Narratio adoption are complete after independent
|
||||
review. Coordinated suite integration and its three review remediations are
|
||||
complete. This upgrade sequence was closed on 2026-09-29; operational deployment
|
||||
and a new tagged release remain separate activities.
|
||||
|
||||
- [x] [Feature 0018: Scriptorium adoption](features/0018-scriptorium-v0-15-adoption.md) — complete through role `b174c8c`; independent review found no remediation issues.
|
||||
- [x] [Feature 0019: Audita adoption](features/0019-audita-v2-adoption.md) — complete through role `c3dd59f`; independent review found no remediation issues.
|
||||
- [x] [Feature 0020: Notarius adoption](features/0020-notarius-v0-8-adoption.md) — complete through role `6aef48b`; independent review found no remediation issues; suite unchanged.
|
||||
- [x] [Feature 0021: Narratio adoption](features/0021-narratio-v3-adoption.md) — complete through role `3c0700b`; independent review found no remediation issues; suite unchanged.
|
||||
- [x] [Feature 0022: Coordinated suite integration](features/0022-coordinated-suite-upgrade.md) — complete with three review findings resolved at public pipeline `37b1cf6`, public collection `b3bc045`, and local consumer `15f0f4e`.
|
||||
|
||||
## Adoption Boundaries
|
||||
|
||||
Completing a standalone-role update does **not** advance the suite's application
|
||||
or role dependency pins, collection snapshot, or deployment-repository pins.
|
||||
Keep that existing compatibility set until the final integration feature
|
||||
assembles and validates the coordinated configuration.
|
||||
|
||||
Standalone features own generic application interfaces. The integration feature
|
||||
owns D&D defaults, cross-application configuration, testing overlays, credential
|
||||
references, compatible dependency pins, and consumer upgrade guidance. Each
|
||||
feature follows roadmap → staged plan → implementation → review → closeout.
|
||||
No operational deployment is authorized merely by this sequencing decision.
|
||||
|
||||
## Compatibility Constraints to Carry Forward
|
||||
|
||||
- **Scriptorium is not a documentation-only upgrade from our baseline.** The
|
||||
intervening v0.14.0 introduces ConfigKit and changes configuration acceptance,
|
||||
selection, and retry behavior. Review those changes as well as v0.15.0's
|
||||
licensing and dependency updates.
|
||||
- **Audita and Narratio need a coordinated suite cutover.** Audita v2 requires
|
||||
migrated configuration; Narratio v3 expects that interface and no longer owns
|
||||
the retired downstream settings or generated Audita configuration.
|
||||
- **Overlay terminology changes on both sides of the Notarius boundary.**
|
||||
Narratio's selector and the suite-managed downstream files must migrate
|
||||
together. Preserve explicit selection and independent application ownership.
|
||||
- **Existing Narratio manifests need operator migration guidance.** Carry the
|
||||
upstream provenance-field migration into final integration planning. Preserve
|
||||
session progress; do not infer a requirement to delete checkpoints, force all
|
||||
stages, edit immutable remote snapshots, or automate the migration.
|
||||
- **Review retry and timeout semantics explicitly.** New transport retry and
|
||||
repair behavior is not necessarily equivalent to the previous settings.
|
||||
Preserve user intent without copying old values mechanically or inventing
|
||||
new suite policy.
|
||||
|
||||
The upstream documentation remains authoritative for exact fields and migration
|
||||
procedures:
|
||||
|
||||
- [Scriptorium v0.14.0](https://gitea.maximumdirect.net/eric/scriptorium/src/tag/v0.14.0/docs/releases/v0.14.0.md)
|
||||
and [v0.15.0](https://gitea.maximumdirect.net/eric/scriptorium/src/tag/v0.15.0/docs/releases/v0.15.0.md).
|
||||
- [Audita v2 migration](https://gitea.maximumdirect.net/eric/audita/src/tag/v2.0.1/docs/migrations/v2.md).
|
||||
- [Notarius v0.8.0](https://gitea.maximumdirect.net/eric/notarius/src/tag/v0.8.0/docs/releases/v0.8.0.md)
|
||||
and [v0.8.1](https://gitea.maximumdirect.net/eric/notarius/src/tag/v0.8.1/docs/releases/v0.8.1.md).
|
||||
- [Narratio v3.0.0](https://gitea.maximumdirect.net/eric/narratio/src/tag/v3.0.0/docs/releases/v3.0.0.md)
|
||||
and [migration procedures](https://gitea.maximumdirect.net/eric/narratio/src/tag/v3.0.0/docs/operations.md#migrating-manifest-overlay-provenance).
|
||||
@@ -1,6 +1,6 @@
|
||||
# Feature 0016: Prepare the D&D Deployment Playbook for `pipeline-dnd`
|
||||
|
||||
Status: in_progress
|
||||
Status: done
|
||||
|
||||
## Summary
|
||||
|
||||
@@ -75,8 +75,9 @@ completion. Future operator-supplied values should be Vault-encrypted in Git;
|
||||
the suite's existing restricted runtime secrets files remain the delivery path.
|
||||
|
||||
The manifest pins the collection to
|
||||
`46913446765e86ecfb29ebad9955d579ef6a4c7e`, containing reviewed pipeline commit
|
||||
`51566afcf69083cdbb5b5718f2544c86b079001c`. Its five standalone role dependencies
|
||||
`2a53979069ff8d091172650729ae2135c1603163`, containing pipeline commit
|
||||
`f48008aa38e1c50adde18aa455d12a8ad77023c2` with Narratio v2.1.2.
|
||||
Its five standalone role dependencies
|
||||
use their reviewed `v0.1.0` tags, with `ansible.posix` `2.2.0` and
|
||||
`community.general` `13.3.0`. Suite Git dependencies use public Gitea URLs;
|
||||
native collections come from Galaxy. Local sibling checkouts are not dependencies.
|
||||
@@ -135,9 +136,12 @@ Ansible task, runtime test harness, or deployment automation is needed.
|
||||
## Dependencies and Follow-up Work
|
||||
|
||||
Features 0013–0015 supply public dependencies, operator enrollment, and storage
|
||||
policy. Feature 0016's consumer preparation already exists in `12b2462`, with
|
||||
initial documentation in `716a80e`; remaining work aligns comments and docs
|
||||
with the user's clarified scope.
|
||||
policy. Consumer preparation was completed in `716a80e`, `12b2462`, and
|
||||
`7f8353d`, and passed independent review with no remediation findings.
|
||||
Public dependency installation, target-only host listing, syntax checking,
|
||||
and whitespace validation passed. Subsequent consumer commit `7f4c90a`
|
||||
updates the collection pin for the Narratio v2.1.2 bug fix; collection build
|
||||
and syntax validation passed. These changes are committed and published.
|
||||
|
||||
The operator may later provision Vault values, install dependencies on their
|
||||
controller, deploy to the host, and validate real processing/publication.
|
||||
|
||||
199
docs/roadmap/features/0017-notarius-testing-overlay.md
Normal file
199
docs/roadmap/features/0017-notarius-testing-overlay.md
Normal file
@@ -0,0 +1,199 @@
|
||||
# Feature 0017: Notarius Testing Overlay
|
||||
|
||||
Status: done
|
||||
|
||||
## Summary
|
||||
|
||||
Selecting Narratio's `testing` profile also selects a separately managed
|
||||
Notarius `testing` configuration overlay. Operators can develop D&D assets
|
||||
with economical extraction settings without modifying production configuration
|
||||
or invoking Notarius separately.
|
||||
|
||||
## Problem or Opportunity
|
||||
|
||||
The suite's existing testing overlay changes Scriptorium selections but leaves
|
||||
Notarius on its production configuration. Narratio v2.2.0 now provides the
|
||||
explicit `pipeline.notarius.config_profile` interface requested by this consumer.
|
||||
Notarius v0.7.1 retains the corresponding `--config-profile` option and updates
|
||||
PromptKit and its provider catalogs. This feature adopts v0.7.1 as its baseline.
|
||||
|
||||
## Scope
|
||||
|
||||
- Expose the optional native selector in the standalone Narratio role.
|
||||
- Update standalone Notarius and suite version defaults to v0.7.1, with
|
||||
matching current-version documentation and collection distribution.
|
||||
- Deploy a Notarius ConfigKit testing overlay through the suite role.
|
||||
- Explicitly select that overlay from Narratio's existing testing overlay.
|
||||
- Select `gpt-terra-latest` for production and `gpt-luna-latest` for testing,
|
||||
while retaining inventory overrides for both choices.
|
||||
- Document and validate the composed configuration, then distribute the
|
||||
updated suite through the collection and refresh the consumer dependency pin.
|
||||
|
||||
## Non-goals
|
||||
|
||||
- Further upstream application changes or a Narratio-side LLM-profile override.
|
||||
- Automatically propagating profile names between applications.
|
||||
- Disabling Notarius, caching, publishing, or other pipeline stages for testing.
|
||||
- New credentials, cache layouts, other production tuning, or deployment automation.
|
||||
- Live controller/target deployment or paid model calls as completion gates.
|
||||
|
||||
## Target End State
|
||||
|
||||
### Standalone Narratio Interface
|
||||
|
||||
`narratio_notarius_config_profile` defaults to `null`. The role omits
|
||||
`notarius.config_profile` when null and serializes explicitly supplied values,
|
||||
including an empty string. Documentation and argument specifications expose
|
||||
the field without duplicating or narrowing Narratio's selector semantics.
|
||||
|
||||
### Explicit Suite Composition
|
||||
|
||||
The suite leaves the base selector unset. Its existing Narratio
|
||||
`profiles/testing.yml` includes:
|
||||
|
||||
```yaml
|
||||
notarius:
|
||||
config_profile: testing
|
||||
```
|
||||
|
||||
The suite deploys `/usr/local/etc/notarius/profiles/testing.yml`. That file
|
||||
overlays the selected suite pipeline's `llm_profile`, using
|
||||
`dnd_pipeline_narratio_notarius_pipeline_id` as the pipeline key and a new
|
||||
`dnd_pipeline_notarius_testing_llm_profile` variable as the value. It does not
|
||||
copy the full pipeline definition. ConfigKit performs the ordinary merge.
|
||||
|
||||
The default suite pipeline currently inherits its LLM selection at pipeline
|
||||
level. Caller-supplied binding-level selections retain Notarius's native
|
||||
precedence; this feature does not rewrite arbitrary caller pipelines or promise
|
||||
that a pipeline-level default overrides explicit binding choices.
|
||||
|
||||
### Production and Testing LLM Defaults
|
||||
|
||||
The suite's base `dnd-session` pipeline selects `llm_profile: gpt-terra-latest`
|
||||
instead of `dnd-extraction`. Callers can continue overriding that choice through
|
||||
the existing `dnd_pipeline_notarius_pipelines` mapping. The new
|
||||
`dnd_pipeline_notarius_testing_llm_profile` defaults to `gpt-luna-latest`.
|
||||
|
||||
Both IDs are supplied by the OpenRouter catalog `v2.20260922.1` selected by
|
||||
Notarius v0.7.1. Use those native catalog profiles directly; no operator profile
|
||||
asset or profile-source setting is needed for these defaults. Retain the
|
||||
existing `OPENROUTER_API_KEY` credential reference. These are deliberately
|
||||
moving `latest` selections, not promises of immutable underlying model versions.
|
||||
This production-model policy belongs to the suite, not the standalone role.
|
||||
|
||||
Notarius stays enabled and retains its configured caching, output contracts,
|
||||
references, and production defaults outside this overlay. Existing Scriptorium
|
||||
testing overrides remain intact. Credentials continue through the existing
|
||||
typed reference and suite secrets interfaces; no credential values enter YAML.
|
||||
|
||||
Configuration files and directories use the suite's existing owner, group,
|
||||
and mode variables. The selector and overlay add no new runtime identity or
|
||||
filesystem-permission policy.
|
||||
|
||||
## Repository Ownership
|
||||
|
||||
- `ansible-role-narratio`: generic optional selector, documentation, and tests.
|
||||
- `ansible-role-notarius`: v0.7.1 installation default and corresponding
|
||||
documentation; existing profile-source settings remain sufficient.
|
||||
- `ansible-role-dnd-pipeline`: testing policy, overlay assets, and composition.
|
||||
- `ansible-collection-dnd`: imported pipeline snapshot and compatible dependency
|
||||
manifest. Its current Narratio-role `v0.1.0` pin must advance to include the
|
||||
new public variable; changing only the sibling role is insufficient.
|
||||
- `rakestraw-ansible`: matching dependency pins and concise operator guidance.
|
||||
- Workspace: roadmap, implementation plan, progress, and review.
|
||||
- Narratio and Notarius applications: read-only authoritative contracts.
|
||||
The standalone Notarius role already exposes profile-source settings and
|
||||
does not need D&D-specific overlay policy.
|
||||
|
||||
## Constraints and Settled Decisions
|
||||
|
||||
Follow the [MVP roadmap](../mvp.md), [Ansible house style](../../ansible.md),
|
||||
and [testing house style](../../testing.md). Narratio v2.2.0 is already selected
|
||||
by the suite; Notarius v0.7.1 is the selected target. Consult these tags, not
|
||||
only newer application checkouts.
|
||||
|
||||
### Notarius v0.7.1 Compatibility
|
||||
|
||||
The [upstream release notes](https://gitea.maximumdirect.net/eric/notarius/src/tag/v0.7.1/docs/releases/v0.7.1.md)
|
||||
describe unchanged CLI, configuration, artifact, and subprocess contracts.
|
||||
The application-owned `dnd-extraction` fallback retains its settings and no
|
||||
configuration migration is required. Independently of that upstream behavior,
|
||||
the user has selected `gpt-terra-latest` as this suite's new production default.
|
||||
|
||||
Profile selection must use the catalogs selected by v0.7.1 (PromptKit v0.10.0).
|
||||
The removed `deepseek-3-2`, `deepseek-4-flash`, and `deepseek-4-pro` catalog IDs
|
||||
must not be assumed available or silently replaced by similarly named profiles.
|
||||
This is deployment guidance, not a request for an Ansible catalog validator.
|
||||
|
||||
Existing checkpoints with the previous profile-source identity are not reused;
|
||||
source-keyed chunk plans and existing output artifacts are unaffected. Document
|
||||
this upstream upgrade behavior without deleting caches or forcing Narratio
|
||||
extraction automatically.
|
||||
|
||||
Each application owns its configuration. Narratio selects the downstream
|
||||
overlay; Notarius resolves and validates it. Existing application behavior owns
|
||||
extraction reuse when selections change and explicit-force handling for changes
|
||||
behind a stable profile name. Do not add Ansible state tracking for either.
|
||||
|
||||
## Simplest Viable Implementation
|
||||
|
||||
Add one nullable role field and its conditional template output. Extend the
|
||||
suite's existing directory/template management to deploy the Notarius overlay
|
||||
and extend the existing Narratio testing template with the explicit selector.
|
||||
Use native serialization and ordinary file/template modules. Select the two
|
||||
existing catalog IDs rather than deploying duplicate profile definitions. No assembly facts,
|
||||
preflight state probes, or generic overlay-management framework is required.
|
||||
|
||||
## Rationale and Alternatives
|
||||
|
||||
A downstream ConfigKit overlay can own model choices and later Notarius tuning
|
||||
without expanding Narratio's configuration surface for each setting. Direct
|
||||
LLM-profile forwarding would solve only the model-selection case. Automatic
|
||||
profile propagation would couple unrelated profile names and is not selected.
|
||||
|
||||
## Acceptance Criteria
|
||||
|
||||
- The standalone role omits an unset selector and preserves explicitly supplied
|
||||
representative values, including the empty-string base selector.
|
||||
- Native configuration inspection shows Narratio testing selecting Notarius
|
||||
testing, and Notarius testing selecting the requested LLM profile. Base
|
||||
configuration retains its production selection.
|
||||
- A representative inventory-supplied testing selection is supported. Tests
|
||||
exercise behavior rather than asserting that today's default model stays fixed.
|
||||
- Notarius's deployed-version validation accepts the composed pipeline and
|
||||
selected profile. No paid inference is required.
|
||||
- Existing integration coverage remains valid, and immediate repeated role
|
||||
convergence reports no changes. Do not independently retest file-module
|
||||
ownership, modes, or template-file existence.
|
||||
- The built collection works with its declared public role dependencies; no
|
||||
local sibling checkout is needed by consumers. Subtree imports follow the
|
||||
documented public-Gitea workflow, and published tags remain immutable.
|
||||
|
||||
## Dependencies and Follow-up Work
|
||||
|
||||
The upstream selector shipped in Narratio v2.2.0; the downstream baseline is
|
||||
now Notarius v0.7.1. Git history preserves the completed implementation plan.
|
||||
Future testing-specific Notarius settings belong in its overlay but are not
|
||||
implicitly included in this feature.
|
||||
|
||||
## Completion and Review Evidence
|
||||
|
||||
Completed and published in Narratio role `330afe7`, Notarius role `a82a83d`,
|
||||
pipeline role `c56a942`, collection `ce5b838`, and consumer `0ced48c`.
|
||||
|
||||
Implementation reported passing full integration suites for both changed
|
||||
application roles, the pipeline, and the collection, including clean repeated
|
||||
convergence. Independent review found no code-quality issues, architecture gaps,
|
||||
or unnecessarily strengthened requirements requiring remediation.
|
||||
|
||||
The review independently verified collection build and public dependency
|
||||
installation, syntax and shell checks, native configuration validation,
|
||||
consistent dependency pins, and exact subtree/source agreement. It reviewed
|
||||
the recorded integration results without rerunning host-mutating suites.
|
||||
Operational deployment and paid inference were neither required nor performed
|
||||
as part of this feature review.
|
||||
|
||||
## Open Questions
|
||||
|
||||
None. The user selected `gpt-luna-latest` for testing and `gpt-terra-latest`
|
||||
for production; both are available in the catalog selected by Notarius v0.7.1.
|
||||
163
docs/roadmap/features/0018-scriptorium-v0-15-adoption.md
Normal file
163
docs/roadmap/features/0018-scriptorium-v0-15-adoption.md
Normal file
@@ -0,0 +1,163 @@
|
||||
# Feature 0018: Adopt Scriptorium v0.15.0 in the Standalone Role
|
||||
|
||||
Status: done
|
||||
|
||||
## Summary
|
||||
|
||||
Update the standalone Scriptorium role from v0.13.0 to v0.15.0 and expose its
|
||||
new application-configuration settings using our existing nullable-variable
|
||||
conventions. This is the first feature in the agreed
|
||||
[application upgrade sequence](../application-upgrade-sequence.md).
|
||||
|
||||
## Problem or Opportunity
|
||||
|
||||
Although v0.15.0 primarily changes licensing and dependency versions, the
|
||||
intervening v0.14.0 adopted ConfigKit and added application imports, overlays,
|
||||
inspection, and transient retry controls. A version bump alone would leave
|
||||
new configuration settings unavailable through the role's public interface.
|
||||
|
||||
The current role already emits `{}` for an unconfigured installation, omits
|
||||
null optional fields, serializes mappings, and retains explicit falsey values.
|
||||
Those practices remain compatible with the stricter upstream configuration
|
||||
contract; no new production validation or migration mechanism is needed.
|
||||
|
||||
## Scope
|
||||
|
||||
- Adopt v0.15.0 as the standalone role's default source version.
|
||||
- Expose ConfigKit imports and the application transient-retry setting.
|
||||
- Confirm existing configuration variables and representative backend mappings
|
||||
remain usable with the new application version.
|
||||
- Update role documentation and focused offline integration coverage.
|
||||
- Record completion and the role revision for later coordinated integration.
|
||||
|
||||
## Non-goals
|
||||
|
||||
- Changing pipeline, collection, consumer, or other application-role pins.
|
||||
- D&D model choices, production/testing policy, or new provider credentials.
|
||||
- Deploying prompt/profile/schema libraries or managing arbitrary overlay files.
|
||||
- Selecting a runtime overlay for callers, managing a service, or adding HTTP
|
||||
request/CLI-only controls such as execution reports and run deadlines to YAML.
|
||||
- Upstream application changes, paid inference, or operational host deployment.
|
||||
- Relicensing this Ansible role or copying upstream source/license material
|
||||
into the role repository merely because the installed application changed.
|
||||
|
||||
## Target End State
|
||||
|
||||
### Installation and Existing Configuration
|
||||
|
||||
`scriptorium_version` defaults to `v0.15.0`. Retain the existing source checkout,
|
||||
Go build, ownership, and permission behavior and the caller-selected version
|
||||
interface. No build-toolchain change is required: the current Go 1.26 selection
|
||||
satisfies the release's Go requirement.
|
||||
|
||||
Existing application fields keep their public variable names. Optional variables
|
||||
remain null by default and are omitted; explicit supported zero/empty values
|
||||
are serialized without truthiness checks. An installation with no application
|
||||
settings still receives `{}`, not an empty file.
|
||||
|
||||
### New Public Variables
|
||||
|
||||
| Variable | Default | Rendered field |
|
||||
| --- | --- | --- |
|
||||
| `scriptorium_configkit_imports` | `null` | `configkit.imports` |
|
||||
| `scriptorium_transient_retries` | `null` | `transient_retries` |
|
||||
|
||||
Imports are a native list of mapping entries, consistent with the other roles'
|
||||
ConfigKit interfaces. Serialize the supplied list without reinterpreting path,
|
||||
glob, or optional-entry semantics. Emit the parent section only when selected.
|
||||
The caller owns referenced fragment and overlay files; ordinary inventory can
|
||||
compose the list without a second raw-configuration interface.
|
||||
|
||||
Transient retries is an optional integer. Null means omit and inherit the
|
||||
application/PromptKit default; zero explicitly disables additional transient
|
||||
attempts. The standalone role does not freeze the upstream default or add a
|
||||
retry budget of its own. Argument specifications and documentation describe
|
||||
both variables consistently.
|
||||
|
||||
### Compatibility Guidance
|
||||
|
||||
Document the distinction between ConfigKit `overlays/` selected by
|
||||
`--config-overlay` and PromptKit LLM profiles. Imports are configuration-root
|
||||
relative, while application path values retain their process-working-directory
|
||||
semantics. Link upstream for detailed validation and precedence rules.
|
||||
|
||||
Call out stricter YAML acceptance and changed retry behavior, plus the removal
|
||||
of legacy DeepSeek catalog IDs, without installing compatibility aliases or
|
||||
inventing role-side configuration guards. New fields should only be supplied
|
||||
when selecting an application version that supports them.
|
||||
|
||||
Mention that Scriptorium v0.15.0's application grant is GPL-3.0-or-later and link
|
||||
its tagged licensing notices. Do not conflate the application's grant with the
|
||||
role's license or introduce legal approval as a deployment gate.
|
||||
|
||||
## Repository Ownership
|
||||
|
||||
- `ansible-role-scriptorium`: default version, variables, argument specification,
|
||||
template, README, and repository-local tests.
|
||||
- Workspace: feature roadmap, staged plan, progress, and review evidence.
|
||||
- Scriptorium application: read-only tagged configuration/release contracts.
|
||||
- Pipeline, collection, consumer, and asset repositories remain unchanged.
|
||||
|
||||
## Constraints and Settled Decisions
|
||||
|
||||
Follow the [Ansible house style](../../ansible.md),
|
||||
[testing house style](../../testing.md), [MVP roadmap](../mvp.md), and
|
||||
[upgrade sequence](../application-upgrade-sequence.md). Review the tagged
|
||||
v0.15.0 contract rather than assuming later application changes apply.
|
||||
|
||||
The existing suite continues installing its current Scriptorium role/application
|
||||
pins until final integration. Standalone adoption is not suite publication.
|
||||
|
||||
## Simplest Viable Implementation
|
||||
|
||||
Update the version default and extend the existing defaults, argument
|
||||
specification, and single configuration template with the two optional fields.
|
||||
Include both in the empty-document condition. Reuse the existing source/build
|
||||
and file/template tasks unchanged. No additional runtime tasks are needed.
|
||||
|
||||
## Acceptance Criteria
|
||||
|
||||
- The default role installs v0.15.0 and native offline configuration validation
|
||||
accepts the default and representative managed configurations.
|
||||
- Representative non-null and falsey values remain correctly rendered; the new
|
||||
retry field preserves explicit zero and is omitted when unset.
|
||||
- A caller-supplied import is composed successfully by native configuration
|
||||
inspection using a small externally supplied test fragment. An optional test
|
||||
overlay can demonstrate native composition without adding role-owned overlay
|
||||
management or retesting ConfigKit's complete precedence/error matrix.
|
||||
- Existing offline profile/backend inspection remains useful and passes.
|
||||
Application validation alone does not prove PromptKit source validity.
|
||||
- Immediate repeated role application reports no changes. Tests assert supplied
|
||||
configuration outcomes, not today's upstream/default version, catalog contents,
|
||||
task arrangement, or file-module postconditions.
|
||||
- Syntax/lint and repository integration checks pass without provider calls,
|
||||
real secrets, or operational controller access.
|
||||
- Suite and consumer pins remain unchanged, and completion identifies the role
|
||||
commit available for the final integration feature.
|
||||
|
||||
## Dependencies and Follow-up Work
|
||||
|
||||
Git history preserves the completed staged plan.
|
||||
Audita adoption is next. The eventual suite integration
|
||||
feature owns propagation of the new role revision, deployment settings, and
|
||||
coordinated upgrade guidance.
|
||||
|
||||
## Completion and Review Evidence
|
||||
|
||||
Completed in role commits `61dcafe`, `2fce529`, and `b174c8c`. Implementation
|
||||
reported passing integration tests, including native configuration validation,
|
||||
offline profile inspection, imports, explicit retry zero, and clean repeat
|
||||
convergence. Independent review found no code-quality issues, implementation
|
||||
gaps, or unnecessarily strengthened requirements requiring remediation.
|
||||
|
||||
Independent syntax, production-profile lint, shell syntax, whitespace, native
|
||||
configuration validation, and focused template checks passed. The review used
|
||||
recorded integration evidence without rerunning host-mutating suites. No new
|
||||
production tasks or suite/collection/consumer pin changes were introduced.
|
||||
No operational deployment is claimed.
|
||||
|
||||
## Upstream References
|
||||
|
||||
- [v0.15.0 configuration](https://gitea.maximumdirect.net/eric/scriptorium/src/tag/v0.15.0/docs/config.md)
|
||||
- [v0.14.0 migration notes](https://gitea.maximumdirect.net/eric/scriptorium/src/tag/v0.14.0/docs/releases/v0.14.0.md)
|
||||
- [v0.15.0 release and licensing notes](https://gitea.maximumdirect.net/eric/scriptorium/src/tag/v0.15.0/docs/releases/v0.15.0.md)
|
||||
199
docs/roadmap/features/0019-audita-v2-adoption.md
Normal file
199
docs/roadmap/features/0019-audita-v2-adoption.md
Normal file
@@ -0,0 +1,199 @@
|
||||
# Feature 0019: Adopt Audita v2.0.1 in the Standalone Role
|
||||
|
||||
Status: done
|
||||
|
||||
## Summary
|
||||
|
||||
Replace the standalone Audita role's version-1 configuration interface with
|
||||
Audita v2.0.1's native interface. Keep provider and D&D policy outside the
|
||||
generic role. This is the second feature in the agreed
|
||||
[application upgrade sequence](../application-upgrade-sequence.md).
|
||||
|
||||
## Problem or Opportunity
|
||||
|
||||
The role currently installs Audita v0.9.1 and renders version-1 configuration.
|
||||
Audita v2 requires version-2 YAML, named backends, and selected PromptKit
|
||||
profiles. Old per-role endpoint/model/credential/concurrency settings no longer
|
||||
apply. A version-only update would produce an unusable deployment.
|
||||
|
||||
Unlike the previous minimal configuration, a valid v2 configuration requires
|
||||
at least one backend and a proposal profile whose file exists. The generic role
|
||||
must not invent a provider, endpoint, model, or credential to meet that contract.
|
||||
The caller-input boundary is settled below.
|
||||
|
||||
## Scope
|
||||
|
||||
- Default to Audita v2.0.1 and configuration version 2.
|
||||
- Replace retired public configuration variables with native v2 settings.
|
||||
- Preserve still-supported domain controls and inventory composition.
|
||||
- Document the breaking role-variable migration and caller prerequisites.
|
||||
- Adapt offline integration tests to real v2 configuration/profile fixtures.
|
||||
|
||||
## Non-goals
|
||||
|
||||
- Updating pipeline, collection, or consumer application/dependency pins.
|
||||
- Choosing D&D models, endpoints, credentials, concurrency, or retry budgets.
|
||||
- Compatibility shims, automatic v1 conversion, or a dual-schema template.
|
||||
- Live inference, operational deployment, report ingestion, service management,
|
||||
or runtime configuration validation tasks.
|
||||
- Imports: Audita deliberately disables ConfigKit imports. Do not add an import
|
||||
variable merely because other applications expose one.
|
||||
- Automatically provisioning secret values or selecting runtime overlays.
|
||||
|
||||
## Target End State
|
||||
|
||||
### Installation and Schema
|
||||
|
||||
`audita_version` defaults to `v2.0.1`; `audita_config_version` defaults to `2`.
|
||||
Retain the existing source checkout, conditional Go build, dependency management,
|
||||
configuration location, and owner/group/mode interfaces. Go 1.26 remains suitable.
|
||||
The role renders v2 only; selecting an older application does not translate its
|
||||
configuration. Operators needing v1 retain the previous role revision.
|
||||
|
||||
### Public Configuration Interface
|
||||
|
||||
Use these field-specific variables; optional settings default to null and are
|
||||
omitted, allowing Audita to own defaults. Serialize native values and preserve
|
||||
intentional zero, false, empty strings, and empty collections where supported.
|
||||
|
||||
| Role variable | Native field | Ownership |
|
||||
| --- | --- | --- |
|
||||
| `audita_profiles_dir` | `profiles_dir` | Optional caller profile location |
|
||||
| `audita_backends` | `backends` | Caller-supplied native mapping |
|
||||
| `audita_llm_proposal_profile` | `llm.proposal_profile` | Caller-selected required profile |
|
||||
| `audita_llm_validation_profile` | `llm.validation_profile` | Optional; omission inherits proposal |
|
||||
| `audita_llm_transient_retries` | `llm.transient_retries` | Optional native retry budget |
|
||||
| `audita_llm_repair_attempts` | `llm.repair_attempts` | Optional native repair budget |
|
||||
| `audita_llm_operation_timeout` | `llm.operation_timeout` | Optional duration string |
|
||||
| `audita_validation_max_prompt_tokens` | `validation.max_prompt_tokens` | Optional batching control |
|
||||
| `audita_reporting_enabled` | `reporting.enabled` | Optional report policy |
|
||||
| `audita_reporting_stdout_dir` | `reporting.stdout_dir` | Optional report destination |
|
||||
| `audita_diagnostics_debug` | `diagnostics.debug` | Optional debug policy |
|
||||
|
||||
Retain existing variables for modules, output schema, chunking, normalization,
|
||||
thresholds, context description, and diagnostics work directory. Normalization
|
||||
gap/duration fields now represent numeric seconds, not duration strings.
|
||||
Argument specifications must accept the native integer/fractional values without
|
||||
turning them into quoted strings in YAML. Do not add a duration-conversion layer.
|
||||
|
||||
Remove the old `audita_llm_{proposal,validation}_{base_url,model,api_key_env,timeout,max_retries}`,
|
||||
`audita_concurrency_{total_llm,proposal_llm,validation_llm}`, and
|
||||
`audita_diagnostics_retention` interfaces from defaults, templates, argument
|
||||
specifications, and current examples. Document their replacements rather than
|
||||
silently interpreting them under different semantics or adding deprecation probes.
|
||||
|
||||
The backend mapping carries endpoint, credential reference, concurrency, and
|
||||
queue capacity using Audita's schema. Inventory can compose it with ordinary
|
||||
Jinja expressions. Credential values stay outside the role; every surviving
|
||||
backend reference must be available when Audita loads configuration, even when
|
||||
that backend is not selected. Do not introduce separate per-role secret variables.
|
||||
|
||||
Null role variables mean omission, not literal YAML null. In particular, omit
|
||||
an unset validation profile so Audita can inherit the proposal selection.
|
||||
Backend mapping values retain native semantics, including a null credential.
|
||||
|
||||
### Profile and Overlay Ownership
|
||||
|
||||
Callers provide `audita_backends` and `audita_llm_proposal_profile`; neither has
|
||||
a fabricated concrete default. Callers also deploy the selected profile files
|
||||
before invoking Audita. `audita_profiles_dir` may be supplied or omitted to use
|
||||
Audita's conventional sibling `profiles/` directory. Keep profile documents and
|
||||
ConfigKit `overlays/` content caller-owned in this feature.
|
||||
|
||||
The later suite feature will own its D&D profile assets and coordinate their
|
||||
deployment with Narratio's new external Audita configuration contract. The role
|
||||
does not start processing or validate file availability during convergence.
|
||||
|
||||
## Repository Ownership
|
||||
|
||||
- `ansible-role-audita`: generic installation/configuration interface, migration
|
||||
documentation, and local tests.
|
||||
- Workspace: roadmap, active plan, progress, and review evidence.
|
||||
- Audita application: read-only tagged schema, migration, and profile contracts.
|
||||
- Other applications/roles, assets, pipeline, collection, and consumer: unchanged.
|
||||
|
||||
## Constraints and Settled Decisions
|
||||
|
||||
Follow the [Ansible house style](../../ansible.md),
|
||||
[testing house style](../../testing.md), [MVP roadmap](../mvp.md), and
|
||||
[upgrade sequence](../application-upgrade-sequence.md). The suite continues to
|
||||
use its old compatible role/application set until final integration; Narratio v2
|
||||
must not be accidentally paired with Audita v2 through a changed suite pin.
|
||||
|
||||
Old timeouts and retries do not map one-to-one to profile per-attempt timeouts,
|
||||
logical-operation deadlines, transport retries, and structural repair. Expose
|
||||
native controls without choosing replacement tuning for the D&D suite here.
|
||||
|
||||
## Simplest Viable Implementation
|
||||
|
||||
Update the version/schema defaults and replace the single configuration template's
|
||||
retired sections with native v2 sections. Align argument specifications and the
|
||||
README. Keep ordinary file/template/source/build tasks. Use the existing test
|
||||
harness with caller-owned local backend/profile fixtures; add no state assembly,
|
||||
profile resolver, migration command, or production probe.
|
||||
|
||||
## Acceptance Criteria
|
||||
|
||||
- The role installs v2.0.1 and renders native v2 configuration from supplied
|
||||
backend/profile choices and optional settings.
|
||||
- Native offline validation and effective-settings/profile inspection accept
|
||||
representative configuration with an externally supplied profile and local
|
||||
fixture endpoint; no provider request is needed.
|
||||
- Tests cover supplied mapping composition, omission/inherited validation
|
||||
selection, representative numeric seconds, and meaningful zero/false values.
|
||||
Avoid a comprehensive schema matrix or assertions of current upstream defaults.
|
||||
- Existing useful build and clean-repeat coverage remains. Immediate repeated
|
||||
role convergence reports no changes; do not test module postconditions.
|
||||
- Documentation explains required caller inputs and the breaking variable/schema
|
||||
migration, linking Audita for full field and report semantics.
|
||||
- No suite, collection, or consumer pins change. Completion records the reviewed
|
||||
standalone role revision for the final integration feature.
|
||||
|
||||
## Rationale and Alternatives
|
||||
|
||||
Native backend mappings and named profiles preserve Audita's ownership instead
|
||||
of reproducing per-role endpoint/model settings in Ansible. A dual-schema role
|
||||
would add maintenance and ambiguity without a selected requirement; retaining
|
||||
the previous role revision is the simpler boundary for old deployments.
|
||||
|
||||
## Dependencies and Follow-up Work
|
||||
|
||||
Git history preserves the completed staged plan. Notarius adoption is next.
|
||||
D&D backend/profile assets,
|
||||
tuning migration, testing overlays, credential lists, and coordinated deployment
|
||||
belong to the later integration feature.
|
||||
|
||||
## Settled Caller-Input Decision
|
||||
|
||||
The user approved required `audita_backends` and `audita_llm_proposal_profile`
|
||||
inputs through the ordinary role argument interface, with caller-owned profile
|
||||
files. Do not give these variables null or fabricated defaults. A no-input role
|
||||
invocation is no longer valid; examples and tests supply explicit choices.
|
||||
Role-managed profile definitions are not part of this feature.
|
||||
|
||||
## Open Questions
|
||||
|
||||
None.
|
||||
|
||||
## Completion and Review Evidence
|
||||
|
||||
Completed in role commits `6137ff2`, `52f67fe`, and `c3dd59f`. Implementation
|
||||
reported passing integration tests with native v2 validation, offline profile
|
||||
inspection, mapping composition, omission, numeric seconds, falsey values,
|
||||
build/recovery coverage, and clean repeated convergence.
|
||||
|
||||
Independent review found no code-quality issues, implementation gaps, or
|
||||
unnecessarily strengthened requirements needing remediation. Independent
|
||||
Ansible syntax, production-profile lint, shell syntax, whitespace, and focused
|
||||
template checks passed. The review used recorded native/integration results
|
||||
without rerunning the host-mutating suite.
|
||||
|
||||
No production tasks were added. Profile files remain caller-owned, and suite,
|
||||
collection, and consumer pins remain unchanged. No operational deployment or
|
||||
paid inference was performed as part of this review.
|
||||
|
||||
## Upstream References
|
||||
|
||||
- [v2.0.1 configuration](https://gitea.maximumdirect.net/eric/audita/src/tag/v2.0.1/docs/config.md)
|
||||
- [v2 migration guide](https://gitea.maximumdirect.net/eric/audita/src/tag/v2.0.1/docs/migrations/v2.md)
|
||||
- [v2.0.1 release](https://gitea.maximumdirect.net/eric/audita/src/tag/v2.0.1/docs/releases/v2.0.1.md)
|
||||
173
docs/roadmap/features/0020-notarius-v0-8-adoption.md
Normal file
173
docs/roadmap/features/0020-notarius-v0-8-adoption.md
Normal file
@@ -0,0 +1,173 @@
|
||||
# Feature 0020: Adopt Notarius v0.8.1 in the Standalone Role
|
||||
|
||||
Status: done
|
||||
|
||||
## Summary
|
||||
|
||||
Update the standalone Notarius role from v0.7.1 to v0.8.1, expose the new
|
||||
PromptKit transient-retry setting, and document the ConfigKit overlay rename.
|
||||
This is the third feature in the agreed
|
||||
[application upgrade sequence](../application-upgrade-sequence.md).
|
||||
|
||||
## Problem or Opportunity
|
||||
|
||||
Notarius v0.8.0 renamed configuration selection to `--config-overlay` and
|
||||
`overlays/<name>.yml`, removing the previous flag and lookup directory. It also
|
||||
introduced configurable provider transport retries. v0.8.1 updates ConfigKit
|
||||
and PromptKit to v0.4.2 and v0.11.2 without further intentional configuration or
|
||||
subprocess-contract changes.
|
||||
|
||||
The standalone role currently renders schema version 5, supports native imports
|
||||
and caller-supplied pipelines, and leaves profile assets externally managed.
|
||||
Those boundaries remain appropriate. The suite, however, still uses the old
|
||||
downstream selector; its application and dependency pins must not advance yet.
|
||||
|
||||
## Scope
|
||||
|
||||
- Default the standalone role to Notarius v0.8.1.
|
||||
- Expose `promptkit.transient_retries` through one nullable role variable.
|
||||
- Verify existing imports, pipeline composition, profile-source settings, and
|
||||
cache configuration remain compatible with the target release.
|
||||
- Update standalone compatibility guidance and focused offline tests.
|
||||
- Record the reviewed role revision for later coordinated suite integration.
|
||||
|
||||
## Non-goals
|
||||
|
||||
- Updating suite, collection, consumer, or other application-role pins.
|
||||
- Migrating suite-owned testing files or Narratio's downstream selector.
|
||||
- Deploying arbitrary overlay or LLM-profile assets in the generic role.
|
||||
- Choosing D&D model, retry, timeout, or credential policy.
|
||||
- Automatic renames, compatibility aliases, cache deletion, forced extraction,
|
||||
or production validation tasks.
|
||||
- Upstream application changes, live inference, or operational deployment.
|
||||
|
||||
## Target End State
|
||||
|
||||
### Installation and Configuration
|
||||
|
||||
`notarius_version` defaults to `v0.8.1`. Configuration remains schema version 5.
|
||||
Preserve existing build, dependency, path, and owner/group/mode interfaces.
|
||||
The existing Go selection remains unchanged.
|
||||
|
||||
Add `notarius_promptkit_transient_retries: null`, documented and declared as an
|
||||
optional integer in argument specifications. When non-null, serialize it as
|
||||
`promptkit.transient_retries`. Include it in the parent-section condition so a
|
||||
retry-only configuration renders correctly. Null means omit the field; zero
|
||||
disables additional transient attempts. Do not copy PromptKit's default into
|
||||
role defaults, add a second retry mechanism, or reinterpret existing module
|
||||
and validator retry settings.
|
||||
|
||||
Keep all existing supported native configuration variables. Preserve caller
|
||||
mapping/list composition and omission of unset optional settings. The role does
|
||||
not resolve, inspect, or rewrite caller-owned profile or overlay files.
|
||||
|
||||
### Overlay Migration Guidance
|
||||
|
||||
Document `--config-overlay` and the conventional `overlays/` directory for
|
||||
operators invoking the new application. The old `--config-profile` and ConfigKit
|
||||
`profiles/` lookup no longer work. This does not rename PromptKit LLM-profile
|
||||
sources: `notarius_promptkit_profile_dir`, `notarius_promptkit_profile_file`,
|
||||
pipeline `llm_profile`, and `--llm-profile` retain their separate meanings.
|
||||
|
||||
Caller-owned configuration overlay files must be migrated by their owner. In
|
||||
this workspace the D&D suite owns its testing overlay, so that migration belongs
|
||||
to final integration together with Narratio's new selector. Do not add generic
|
||||
file-moving tasks or broaden this feature to fix the old suite in place.
|
||||
|
||||
### Retry and Checkpoint Compatibility
|
||||
|
||||
Explain that transport retries are additional attempts per generation and are
|
||||
separate from pipeline/validator retries. Omission inherits upstream behavior;
|
||||
operators may explicitly select zero. Later suite planning will review combined
|
||||
retry and timeout budgets rather than copying old values mechanically.
|
||||
|
||||
Document v0.8.1's changed profile-source checkpoint identity: old matching
|
||||
checkpoint identities are not reused, while source-keyed chunk plans and
|
||||
published output are unaffected. Leave cache lifecycle with Notarius and do not
|
||||
delete data or force Narratio stages as part of installing the role.
|
||||
|
||||
## Repository Ownership
|
||||
|
||||
- `ansible-role-notarius`: version default, optional retry field, argument
|
||||
specification, template, documentation, and repository-local tests.
|
||||
- Workspace: feature roadmap, staged plan, progress, and independent review.
|
||||
- Notarius application: read-only tagged configuration/release contracts.
|
||||
- Pipeline, collection, consumer, other roles, and assets remain unchanged.
|
||||
|
||||
## Constraints and Settled Decisions
|
||||
|
||||
Follow the [Ansible house style](../../ansible.md),
|
||||
[testing house style](../../testing.md), [MVP roadmap](../mvp.md), and
|
||||
[upgrade sequence](../application-upgrade-sequence.md). Use v0.8.1's contract,
|
||||
including the intervening v0.8.0 migration notes, not assumptions from a newer
|
||||
application checkout.
|
||||
|
||||
Retain meaningful tests that explicitly install v0.7.0 to prove caller-selected
|
||||
version behavior. Leave the new retry field unset in those older-version cases;
|
||||
do not change them merely because the role default advances.
|
||||
|
||||
## Simplest Viable Implementation
|
||||
|
||||
Update the application version and add one optional variable, argument-spec
|
||||
entry, and conditional template field. Extend the existing integration fixture
|
||||
with explicit retry zero and native configuration inspection. No new production
|
||||
tasks, state probes, compatibility framework, or role-managed assets are needed.
|
||||
|
||||
## Rationale and Alternatives
|
||||
|
||||
The role manages persistent configuration; application invocation owns overlay
|
||||
selection. Adding an overlay-selection variable or file-migration tasks here
|
||||
would confuse those responsibilities. Documenting the breaking invocation
|
||||
change and coordinating it later preserves independently usable roles and the
|
||||
existing suite compatibility set.
|
||||
|
||||
## Acceptance Criteria
|
||||
|
||||
- The default role installs v0.8.1, and native offline validation accepts the
|
||||
baseline and representative managed configurations.
|
||||
- Null retry selection is omitted; explicitly supplied zero is rendered and
|
||||
visible through native effective-configuration inspection. A retry-only
|
||||
configuration produces its enclosing PromptKit section.
|
||||
- Existing useful coverage for native import/pipeline composition, profile
|
||||
configuration, cache settings, selected application version, and supplied Go
|
||||
executable remains valid. Do not add a comprehensive upstream schema matrix.
|
||||
- Immediate repeat convergence reports no changes. Tests assert supplied values
|
||||
and role outcomes, not today's version/catalog defaults or module postconditions.
|
||||
- Documentation accurately distinguishes configuration overlays from LLM
|
||||
profiles and describes retry/checkpoint upgrade consequences.
|
||||
- Syntax/lint and repository integration checks pass without live provider
|
||||
calls or operational-host access.
|
||||
- Suite, collection, and consumer pins stay unchanged; the reviewed standalone
|
||||
revision is recorded for final integration.
|
||||
|
||||
## Dependencies and Follow-up Work
|
||||
|
||||
Implementation and independent review are complete. Git history preserves the
|
||||
completed staged plan. Narratio v3 standalone adoption is next. Final integration
|
||||
owns the coordinated overlay/credential/configuration migration and public suite
|
||||
dependency updates. No open product decision is required for this narrow scope.
|
||||
|
||||
## Implementation Evidence
|
||||
|
||||
- Standalone role commits: `b1b922c` (v0.8.1 default and optional retry
|
||||
interface), `380b6a3` (integration coverage), and `6aef48b` (upgrade
|
||||
guidance). No production tasks or suite dependencies changed.
|
||||
- Syntax check and production-profile lint passed. `bash -n` and the local
|
||||
integration harness passed with native offline configuration validation,
|
||||
rendered/effective retry checks, older-version and supplied-Go behavior,
|
||||
import and pipeline composition, and clean immediate repeats. Role and
|
||||
workspace whitespace checks passed.
|
||||
- Independent review of all three role commits found no required remediation
|
||||
or unjustified strengthening of requirements. Syntax, production-profile
|
||||
lint, shell syntax, whitespace checks, and installed v0.8.1 native
|
||||
configuration validation passed again during review. The review used the
|
||||
recorded successful integration run rather than rerunning its host-mutating
|
||||
scenarios. No remediation document was changed.
|
||||
- Reviewed standalone revision: `6aef48b`. Narratio adoption and coordinated
|
||||
suite migration remain separate follow-up work; suite pins are unchanged.
|
||||
|
||||
## Upstream References
|
||||
|
||||
- [v0.8.1 configuration](https://gitea.maximumdirect.net/eric/notarius/src/tag/v0.8.1/docs/config.md)
|
||||
- [v0.8.0 migration notes](https://gitea.maximumdirect.net/eric/notarius/src/tag/v0.8.0/docs/releases/v0.8.0.md)
|
||||
- [v0.8.1 release notes](https://gitea.maximumdirect.net/eric/notarius/src/tag/v0.8.1/docs/releases/v0.8.1.md)
|
||||
234
docs/roadmap/features/0021-narratio-v3-adoption.md
Normal file
234
docs/roadmap/features/0021-narratio-v3-adoption.md
Normal file
@@ -0,0 +1,234 @@
|
||||
# Feature 0021: Adopt Narratio v3.0.0 in the Standalone Role
|
||||
|
||||
Status: done
|
||||
|
||||
## Summary
|
||||
|
||||
Update the standalone Narratio role from v2.2.0 to v3.0.0 and align its
|
||||
configuration interface with the new Audita and Notarius contracts. This is
|
||||
the fourth feature in the agreed
|
||||
[application upgrade sequence](../application-upgrade-sequence.md). Suite
|
||||
integration remains a separate, subsequent feature.
|
||||
|
||||
## Problem or Opportunity
|
||||
|
||||
Narratio v3 replaces configuration-profile terminology with overlays, replaces
|
||||
singular downstream credential references with lists, and delegates Audita v2
|
||||
configuration to Audita. The existing role still exposes retired fields that
|
||||
v3 rejects. Advancing only the executable would therefore leave callers and
|
||||
the representative configuration fixture with an incompatible interface.
|
||||
|
||||
## Scope
|
||||
|
||||
- Default the standalone role to Narratio v3.0.0.
|
||||
- Align defaults, argument specifications, template, examples, and tests with
|
||||
the changed downstream configuration fields.
|
||||
- Document operator migration, ownership boundaries, and native compatibility
|
||||
consequences without automating session or asset migration.
|
||||
- Record the independently reviewed role revision for final suite integration.
|
||||
|
||||
## Non-goals
|
||||
|
||||
- Updating pipeline, collection, consumer, or other application-role pins.
|
||||
- Deploying downstream applications, changing D&D defaults, or migrating
|
||||
suite-owned testing overlays and credentials.
|
||||
- Creating arbitrary overlay assets or selecting Narratio's runtime overlay
|
||||
through an installer variable.
|
||||
- Compatibility aliases, dual-version template branches, automatic migration
|
||||
of existing manifests, cache deletion, or forced stage reruns.
|
||||
- New production validation, credential discovery, runtime version gates,
|
||||
forwarding/redaction machinery, or upstream application changes.
|
||||
- Live providers, operational deployment, or publication.
|
||||
|
||||
## Target End State
|
||||
|
||||
### Standalone Installation
|
||||
|
||||
`narratio_version` defaults to `v3.0.0`. Preserve source-build behavior, Go
|
||||
selection, service account, filesystem paths, owner/group/mode interfaces, and
|
||||
the required caller-supplied WhisperX URL. Configuration continues to use the
|
||||
existing root document shape and one ordinary template task. Unchanged native
|
||||
fields and caller composition remain supported.
|
||||
|
||||
### Audita Interface
|
||||
|
||||
Add the following optional variables with null defaults. Field paths below
|
||||
refer to the root configuration document's `audita` section; upstream prose
|
||||
also calls this `pipeline.audita`.
|
||||
|
||||
| Role variable | Native field | Argument type |
|
||||
| --- | --- | --- |
|
||||
| `narratio_audita_credentials` | `audita.credentials` | list of strings |
|
||||
| `narratio_audita_overlay` | `audita.overlay` | string |
|
||||
| `narratio_audita_proposal_profile` | `audita.proposal_profile` | string |
|
||||
| `narratio_audita_validation_profile` | `audita.validation_profile` | string |
|
||||
|
||||
Remove these retired role variables and their rendered fields:
|
||||
|
||||
- `narratio_audita_llm_api_key`
|
||||
- `narratio_audita_base_url`
|
||||
- `narratio_audita_model`
|
||||
- `narratio_audita_total_llm_concurrency`
|
||||
- `narratio_audita_proposal_llm_concurrency`
|
||||
- `narratio_audita_validation_model`
|
||||
- `narratio_audita_validation_llm_concurrency`
|
||||
- `narratio_audita_work_dir_retention`
|
||||
- `narratio_audita_report`
|
||||
|
||||
Retain binary, timeout, modules, transcript description, config path, and output
|
||||
schema variables. Null modules are omitted; explicit `[]` means no correction
|
||||
modules. Audita owns backend definitions, model/profile contents, concurrency,
|
||||
reporting, and debug policy. Document migration to Audita's own configuration
|
||||
without trying to infer replacements for those policies.
|
||||
|
||||
### Notarius Interface
|
||||
|
||||
Replace `narratio_notarius_config_profile` with
|
||||
`narratio_notarius_config_overlay`, an optional nullable string rendered as
|
||||
`notarius.config_overlay`. Preserve supplied empty strings, `default`, and
|
||||
named selectors exactly; null omits the selector. Selection is independent of
|
||||
Narratio's own overlay and is not a PromptKit LLM-profile selection.
|
||||
|
||||
Replace `narratio_notarius_llm_api_key` with
|
||||
`narratio_notarius_credentials`, an optional nullable list of strings rendered
|
||||
as `notarius.credentials`. Preserve other Notarius configuration interfaces,
|
||||
including cache controls, references, and output mappings.
|
||||
|
||||
### Rendering and Credential Ownership
|
||||
|
||||
Use `is not none`, appropriate serialization, and parent-section conditions
|
||||
covering the new variables. Null omits a field; empty lists and strings remain
|
||||
explicit. Do not copy native defaults into optional role defaults.
|
||||
|
||||
Credential lists contain environment-variable/secret-reference **names**, not
|
||||
secret values. Narratio resolves and forwards them under their exact names.
|
||||
The role neither resolves credentials nor infers them from downstream files.
|
||||
Null omits the field and `[]` emits an explicit empty list; Narratio overlays
|
||||
replace lists rather than append to them. Operators must list every backend
|
||||
credential needed by the selected Audita configuration, including configured
|
||||
but unselected backends. Notarius likewise requires names matching its selected
|
||||
provider configuration. Resolution occurs at pipeline loading, even when a
|
||||
downstream stage will not execute.
|
||||
|
||||
Removing retired variables is a documented breaking role-interface migration.
|
||||
Do not add alias precedence, version-dependent rendering, or special guards
|
||||
for old inventory. Users retaining old deployments retain their old role pin.
|
||||
|
||||
### Operator Upgrade Guidance
|
||||
|
||||
- Replace Narratio `--profile` with `--overlay` and selected `profiles/` files
|
||||
with `overlays/`. Explicit imports from a directory named `profiles` remain
|
||||
valid; this is not a blanket filesystem rename or an LLM-profile rename.
|
||||
- Migrate downstream Notarius selection to `config_overlay` and its selected
|
||||
files to `overlays/`. Named selection needs a supporting Notarius executable;
|
||||
v0.8.1 is the tested baseline, not a new unconditional role version gate.
|
||||
- Audita v2 must be configured independently before running polish. Narratio
|
||||
does not generate its config or infer downstream overlay/profile selectors.
|
||||
- Link the tagged manifest migration procedure: back up old manifests and
|
||||
migrate `effective_config.selected_profile` to `selected_overlay` while
|
||||
preserving progress/checkpoint state. Do not rewrite immutable remote
|
||||
snapshots or infer that every stage must rerun.
|
||||
- Note the native extraction-resume consequence for renamed named Notarius
|
||||
selectors: the next applicable run regenerates extraction with normal
|
||||
dependent invalidation. Omitted/base selections do not gain invalidation
|
||||
solely from this rename. The role does not implement this behavior.
|
||||
|
||||
## Repository Ownership
|
||||
|
||||
- `ansible-role-narratio`: standalone interface, template, documentation, and
|
||||
repository-local tests.
|
||||
- Workspace: roadmap, later staged plan, status, and independent review.
|
||||
- `../narratio`: read-only authoritative v3.0.0 contracts.
|
||||
- Pipeline, collection, consumer, assets, and other roles remain unchanged.
|
||||
|
||||
## Constraints and Settled Decisions
|
||||
|
||||
Follow the [Ansible house style](../../ansible.md),
|
||||
[testing house style](../../testing.md), [MVP roadmap](../mvp.md), and
|
||||
[upgrade sequence](../application-upgrade-sequence.md). Use tagged v3.0.0
|
||||
contracts rather than assuming a newer checkout has the same interface.
|
||||
|
||||
Keep meaningful explicit v2.1.0 version-selection and supplied-Go recovery
|
||||
tests where their baseline inputs remain compatible. Do not turn configurable
|
||||
version selection into a promise that new configuration fields work on old
|
||||
applications; new fields stay unset in those cases.
|
||||
|
||||
## Simplest Viable Implementation
|
||||
|
||||
Change the version default and the affected defaults, argument-spec entries,
|
||||
and conditional template fields. Adapt existing representative fixtures and
|
||||
native validation to the new public interface. No additional production tasks,
|
||||
state probes, file migration, or configuration assembly mechanism is needed.
|
||||
|
||||
## Rationale and Alternatives
|
||||
|
||||
Expose the native v3 interface directly instead of retaining aliases or
|
||||
translating legacy Audita tuning into guessed backend/profile definitions.
|
||||
This preserves application ownership and avoids a compatibility framework in
|
||||
the generic installer. Coordinated suite migration can then make explicit D&D
|
||||
policy choices against already-reviewed standalone roles.
|
||||
|
||||
## Acceptance Criteria
|
||||
|
||||
- The default role installs Narratio v3.0.0; native offline validation accepts
|
||||
baseline and representative rendered configuration.
|
||||
- Added and renamed fields agree across defaults, argument specifications,
|
||||
template, examples, and documentation. Retired native fields are not emitted.
|
||||
- Focused behavioral cases demonstrate null omission, supplied credential-name
|
||||
lists, explicit empty lists, named/empty downstream selectors, and existing
|
||||
meaningful falsey and artifact-composition behavior. Keep this representative,
|
||||
not a matrix of every native rule or a snapshot of today's defaults.
|
||||
- Native validation uses synthetic credential values supplied only to the test
|
||||
process as needed; managed configuration contains names, not values. No live
|
||||
provider calls or reimplementation of upstream forwarding/redaction tests is
|
||||
required. Preserve existing useful log checks without expanding their scope.
|
||||
- Immediate identical role application reports no changes. Selected-version
|
||||
and supplied-Go/missing-binary outcomes remain covered.
|
||||
- Syntax/lint and local repository integration checks pass. No operational
|
||||
controller, target deployment, downstream pipeline execution, or real keys
|
||||
are prerequisites for standalone-role acceptance.
|
||||
- Documentation explains breaking variable changes and links upstream upgrade
|
||||
procedures. No production validation or automatic migration has been added.
|
||||
- Suite, collection, and consumer pins remain unchanged. Independent review
|
||||
records the standalone revision for coordinated integration.
|
||||
|
||||
## Dependencies and Follow-up Work
|
||||
|
||||
Standalone adoption and independent review are complete for all four upgraded
|
||||
applications. Git history preserves the completed staged plan. The next,
|
||||
coordinated integration feature owns D&D
|
||||
configuration, credentials, overlay assets, coordinated dependency pins,
|
||||
collection assembly, and consumer migration guidance. It must deliberately
|
||||
review retry/timeout budgets rather than copying retired tuning mechanically.
|
||||
|
||||
## Open Questions
|
||||
|
||||
None identified for this standalone scope.
|
||||
|
||||
## Implementation Evidence
|
||||
|
||||
- Standalone role commits: `a28f22c` (v3 interface and migrated fixtures),
|
||||
`45f6836` (selector and credential-list coverage), and `3c0700b` (upgrade
|
||||
guidance). Production tasks, suite dependencies, collection, and consumer
|
||||
remain unchanged.
|
||||
- `bash -n` and the local integration harness passed. The harness includes
|
||||
syntax check and production-profile lint and exercised native offline
|
||||
baseline, named, and explicit-empty validation, selected v2.1.0 behavior,
|
||||
supplied-Go recovery, synthetic credential loading, and clean immediate
|
||||
repeats. Role and workspace whitespace checks passed.
|
||||
- Independent review on 2026-09-29 found no required remediation or unjustified
|
||||
strengthening of requirements. Syntax checks, production-profile lint, shell
|
||||
syntax, whitespace checks, and native v3.0.0 configuration validation passed
|
||||
again during review. The review used recorded successful integration runs
|
||||
rather than rerunning their host-mutating scenarios. No remediation document
|
||||
was changed.
|
||||
- Reviewed standalone revision: `3c0700b`. Coordinated suite migration remains
|
||||
separate follow-up work; suite, collection, and consumer pins are unchanged.
|
||||
|
||||
## Upstream References
|
||||
|
||||
- [Narratio v3.0.0 release](https://gitea.maximumdirect.net/eric/narratio/src/tag/v3.0.0/docs/releases/v3.0.0.md)
|
||||
- [Configuration](https://gitea.maximumdirect.net/eric/narratio/src/tag/v3.0.0/docs/config.md)
|
||||
- [Audita integration](https://gitea.maximumdirect.net/eric/narratio/src/tag/v3.0.0/docs/integrations/audita.md)
|
||||
- [Notarius integration](https://gitea.maximumdirect.net/eric/narratio/src/tag/v3.0.0/docs/integrations/notarius.md)
|
||||
- [Operator migration procedures](https://gitea.maximumdirect.net/eric/narratio/src/tag/v3.0.0/docs/operations.md)
|
||||
300
docs/roadmap/features/0022-coordinated-suite-upgrade.md
Normal file
300
docs/roadmap/features/0022-coordinated-suite-upgrade.md
Normal file
@@ -0,0 +1,300 @@
|
||||
# Feature 0022: Integrate the Reviewed Application Upgrades
|
||||
|
||||
Status: done
|
||||
|
||||
## Summary
|
||||
|
||||
Bring the four reviewed standalone upgrades into the D&D pipeline role,
|
||||
collection, and deployment consumer as one compatible configuration set.
|
||||
This completes the agreed
|
||||
[application upgrade sequence](../application-upgrade-sequence.md).
|
||||
|
||||
## Problem or Opportunity
|
||||
|
||||
The standalone roles now support the new releases, but the suite intentionally
|
||||
retains its previous pins and configuration. Audita still receives v1 settings;
|
||||
Narratio and Notarius testing selection still uses retired profile terminology.
|
||||
Updating executable versions alone would break the deployed configuration.
|
||||
|
||||
## Scope
|
||||
|
||||
- Adopt the reviewed application/role versions together.
|
||||
- Provide Audita v2 backend configuration and suite-owned PromptKit profiles.
|
||||
- Migrate Narratio credential forwarding and Narratio/Notarius testing overlays.
|
||||
- Preserve D&D processing, artifact composition, storage/publishing, shared
|
||||
filesystem, and operator-access behavior.
|
||||
- Update the collection snapshot, public dependency manifests, consumer pins,
|
||||
operator guidance, and focused offline integration coverage.
|
||||
|
||||
## Non-goals
|
||||
|
||||
- Deploying to the operational controller or `pipeline-dnd` host, running real
|
||||
transcripts, or calling inference, WhisperX, or object-storage services.
|
||||
- New models, prompts, artifact families, extraction lanes, or processing policy
|
||||
beyond migration choices expressly approved here.
|
||||
- Automatic manifest conversion, cache deletion, forced stage reruns, broad
|
||||
directory cleanup, compatibility aliases, or runtime version/integrity probes.
|
||||
- Changing generic standalone-role ownership or adding production validation.
|
||||
- A newly tagged collection release or replacement of published 0.1.0 assets.
|
||||
This feature updates the public development compatibility set; formal release
|
||||
packaging remains a separate decision.
|
||||
|
||||
## Target End State
|
||||
|
||||
### Coordinated Versions and Distribution
|
||||
|
||||
| Application | Suite version | Reviewed standalone role revision |
|
||||
| --- | --- | --- |
|
||||
| Scriptorium | v0.15.0 | `b174c8c` |
|
||||
| Audita | v2.0.1 | `c3dd59f` |
|
||||
| Notarius | v0.8.1 | `6aef48b` |
|
||||
| Narratio | v3.0.0 | `3c0700b` |
|
||||
| Seriatim | v1.5.0, unchanged | existing v0.1.0 role pin |
|
||||
|
||||
Dependency manifests use full immutable revisions resolved from these reviewed
|
||||
commits. The pipeline role remains authoritative; the collection imports its
|
||||
completed revision through the established public Gitea subtree workflow, never
|
||||
by editing `roles/pipeline` directly. The collection continues bundling the
|
||||
pipeline role and declaring standalone role dependencies separately.
|
||||
|
||||
Relevant reviewed commits must be published to their existing public origins
|
||||
before downstream manifests/subtree imports depend on them. Publication of the
|
||||
required Git commits is part of the eventual implementation workflow, not this
|
||||
roadmap-writing pass. Do not rewrite tags or publish unrelated changes.
|
||||
|
||||
The consumer keeps its minimal playbook and host-vars organization. Its role
|
||||
and collection pins select the same compatibility set. No controller install
|
||||
or remote playbook execution is an acceptance gate.
|
||||
|
||||
### Audita Backend and Profile Ownership
|
||||
|
||||
The pipeline role supplies `audita_backends`, profile selection, and schema-2
|
||||
settings to the standalone Audita role. The pipeline owns the missing profile
|
||||
assets under `/usr/local/etc/audita/profiles/`, using its runtime owner/group and
|
||||
configuration modes. This directory contains PromptKit LLM profiles, not
|
||||
ConfigKit overlays; it must not be renamed to `overlays`.
|
||||
|
||||
Approved suite interface:
|
||||
|
||||
- `dnd_pipeline_audita_backends`: native backend map, defaulting to one backend
|
||||
named `dnd`, endpoint `https://inference.ai.rakestrawhome.com/v1`, credential
|
||||
reference `AUDITA_LLM_API_KEY`, and shared concurrency `4`. Omit queue capacity
|
||||
to inherit the native default.
|
||||
- `dnd_pipeline_audita_profiles`: a native profile mapping keyed by file/profile
|
||||
ID, with complete `dnd-proposal` and `dnd-validation` entries. Each selects
|
||||
backend `dnd`, model `google/gemma-4-31b-it`, and per-attempt
|
||||
`timeout_seconds: 900`. Other model controls inherit native behavior.
|
||||
- `dnd_pipeline_audita_llm_proposal_profile` and
|
||||
`dnd_pipeline_audita_llm_validation_profile` select those respective IDs.
|
||||
|
||||
Render each supplied profile as one safely serialized native mapping with its
|
||||
matching ID. Document profile-map keys as filename-safe IDs. Do not introduce
|
||||
per-provider templates, profile merging, or discovery of external assets.
|
||||
Callers can compose native maps in inventory and replace the supplied maps.
|
||||
As with existing managed secrets, removing a map entry does not imply pruning
|
||||
arbitrary files; only selected profiles participate in normal execution.
|
||||
|
||||
Preserve the ordered module sequence, `audita-v1` output, chunking values,
|
||||
thresholds, context description, and normalization limits. Convert normalization
|
||||
duration defaults from `3s`, `3s`, and `240s` to numeric `3.0`, `3.0`, and
|
||||
`240.0` seconds. Preserve meaningful setting names where native semantics are
|
||||
unchanged; update argument types accordingly.
|
||||
|
||||
Remove retired per-role endpoint/model/credential/concurrency/retry variables
|
||||
in favor of the native backend/profile interface. Document their replacements;
|
||||
do not infer a conversion from arbitrary old inventory. Remove diagnostics
|
||||
retention; leave debug disabled through native defaults. Retain the existing
|
||||
diagnostics work-directory choice where still supported. Reporting follows
|
||||
Audita's native configuration; Narratio consumes its ordinary output contract.
|
||||
|
||||
Production and testing continue using the same Audita endpoint and model.
|
||||
No separate Audita testing overlay is needed for an identical configuration.
|
||||
|
||||
### Credential Lists and Overlay Selection
|
||||
|
||||
Replace the suite's singular Narratio Notarius credential variable with
|
||||
`dnd_pipeline_narratio_notarius_credentials`, default `[OPENROUTER_API_KEY]`.
|
||||
Add `dnd_pipeline_narratio_audita_credentials`, default `[AUDITA_LLM_API_KEY]`.
|
||||
Pass both through the reviewed Narratio role's native list variables. These
|
||||
lists contain names, never values, and can be replaced with `[]`. Operators
|
||||
overriding Audita backends must explicitly list all referenced credentials;
|
||||
the suite does not inspect configurations to discover names.
|
||||
|
||||
Preserve `dnd_pipeline_secrets`, existing secret names, Vault references,
|
||||
protected secret directory/files, and ordinary world-readable nonsecret
|
||||
configuration. No credential rotation, secret relocation, or forwarding logic
|
||||
is required in Ansible.
|
||||
|
||||
Deploy the suite-owned testing files at:
|
||||
|
||||
- `/usr/local/etc/narratio/overlays/testing.yml`
|
||||
- `/usr/local/etc/notarius/overlays/testing.yml`
|
||||
|
||||
Narratio testing sets `notarius.config_overlay: testing`; production omits the
|
||||
selector. Notarius remains enabled in both modes. Its production pipeline
|
||||
continues selecting `gpt-terra-latest`, testing selects `gpt-luna-latest`, and
|
||||
the existing caller-overridable pipeline map/ID behavior remains intact.
|
||||
Scriptorium testing still selects `gemini-flash-latest`; production continues
|
||||
using the prompt assets' selections. Retain separate artifact/family fragments.
|
||||
|
||||
Use Narratio `--overlay testing` and Notarius `--config-overlay testing` in
|
||||
tests and operator examples. Deploy the new files declaratively; leave ignored
|
||||
legacy `profiles/testing.yml` files alone and document that they are obsolete.
|
||||
Do not delete `profiles/` directories or conflate them with PromptKit profiles.
|
||||
|
||||
### Runtime Paths and Existing Suite Behavior
|
||||
|
||||
Keep Narratio's explicit downstream binaries/config paths, output handoffs,
|
||||
Notarius `/var/cache/notarius` roots and resume behavior, shared writable
|
||||
directories/ACLs, service user, operator enrollment, and S3/publishing choices.
|
||||
Audita profiles are configuration assets, not shared output directories.
|
||||
No new runtime storage architecture is required.
|
||||
|
||||
### Retry and Timeout Policy
|
||||
|
||||
Retain the previously selected per-attempt Audita profile timeouts of 900
|
||||
seconds while inheriting the new applications' retry,
|
||||
repair, and whole-operation defaults. Expose nullable suite pass-throughs for
|
||||
`audita_llm_transient_retries`, `audita_llm_repair_attempts`,
|
||||
`audita_llm_operation_timeout`, `notarius_promptkit_transient_retries`, and
|
||||
`scriptorium_transient_retries`, prefixed with `dnd_pipeline_` in the public
|
||||
suite interface. Null means omit; explicit zero is preserved where valid.
|
||||
|
||||
Do not mechanically translate old `max_retries: 3` into both transport retries
|
||||
and structural repairs. Preserve explicitly authored Notarius module retries;
|
||||
they are a separate behavior. Keep Narratio stage timeouts unchanged. Explain
|
||||
the nested budgets and the changed semantics, not a guarantee of identical
|
||||
provider cost or timing.
|
||||
|
||||
## Repository Ownership
|
||||
|
||||
- `ansible-role-dnd-pipeline`: suite defaults, argument specs, dependency wiring,
|
||||
Audita profile assets, testing overlays, documentation, and integration tests.
|
||||
- `ansible-collection-dnd`: imported pipeline snapshot, dependency manifest,
|
||||
collection tests, and compatibility guidance.
|
||||
- `rakestraw-ansible`: matching dependency pins and deployment guidance; adjust
|
||||
host variables only where required. Preserve Vault content and unrelated
|
||||
inventory. Keep the hosts-and-roles playbook minimal.
|
||||
- Standalone role repositories: reviewed commits are reused/published, not
|
||||
redesigned. Application and campaign/prompt repositories are read-only
|
||||
contracts/assets unless a concrete incompatibility is raised for discussion.
|
||||
- Workspace: roadmap, later staged plan, decisions, progress, and review.
|
||||
|
||||
## Constraints and Settled Decisions
|
||||
|
||||
Follow the [Ansible](../../ansible.md), [testing](../../testing.md), and
|
||||
[planning](../../planning.md) policies, [MVP roadmap](../mvp.md), and
|
||||
[upgrade sequence](../application-upgrade-sequence.md). New D&D policy remains
|
||||
in the pipeline role; optional generic application defaults remain null.
|
||||
|
||||
## Simplest Viable Implementation
|
||||
|
||||
Update dependency variables/pins and existing templates, add an ordinary
|
||||
Audita profile directory task and one looped template deployment, and change
|
||||
testing destinations to `overlays/`. Reuse existing declarative convergence,
|
||||
secret delivery, and collection assembly. No production validation, state
|
||||
fingerprints, migration framework, or generated credential inference is needed.
|
||||
|
||||
## Acceptance Criteria
|
||||
|
||||
- Pipeline and collection installations produce a compatible set of the four
|
||||
upgraded applications while Seriatim remains unchanged.
|
||||
- Native offline inspection/validation accepts Audita settings and selected
|
||||
profiles, Notarius base/testing configurations, Scriptorium configuration,
|
||||
and Narratio base/testing composition with synthetic credential inputs.
|
||||
Direct Audita validation receives credential environment variables explicitly:
|
||||
it does not bootstrap Narratio's secrets directory on its own.
|
||||
- Focused cases prove caller-supplied backend/profile configuration and
|
||||
credential lists, testing selection, and existing important composition and
|
||||
path handoffs. Assert supplied values, not fixed copies of today's defaults.
|
||||
- Immediate repeated convergence is clean. Existing meaningful shared-user,
|
||||
cache, artifact-composition, and installed-collection behavior remains covered
|
||||
without expanding into upstream module/runtime regression matrices.
|
||||
- Collection build/install and consumer syntax checks use the established
|
||||
public dependency manifests. No sibling application/role checkout is needed
|
||||
by an external consumer. Required referenced commits exist on public Gitea.
|
||||
- Consumer inventory retains comments/Vault references for unknown secrets;
|
||||
no actual keys or operational deployments are required for completion.
|
||||
- Guidance covers breaking inventory fields, new CLI selectors, obsolete
|
||||
testing-file locations, and upstream manifest migration. Back up and migrate
|
||||
local provenance without deleting progress or editing immutable snapshots;
|
||||
document normal named-selector invalidation rather than forcing reruns.
|
||||
|
||||
## Open Questions
|
||||
|
||||
None. The user approved deferring to application defaults wherever possible,
|
||||
with nullable inventory overrides, and confirmed retaining the existing
|
||||
900-second Audita per-attempt policy. Do not freeze native retry, repair, or
|
||||
operation-deadline defaults in suite variables. Operators should note that an
|
||||
attempt may consume the entire logical-operation budget; these are separate
|
||||
controls, not additive timeout guarantees.
|
||||
|
||||
## Dependencies and Follow-up Work
|
||||
|
||||
Features 0018–0021 provide the reviewed standalone revisions. Implementation,
|
||||
independent review, and remediation are complete. Git history preserves the
|
||||
completed staged implementation plan. Actual deployment,
|
||||
session migration, live processing, and a formal tagged release are separate
|
||||
operator actions, not completion gates for this feature.
|
||||
|
||||
## Implementation Evidence and Review Handoff
|
||||
|
||||
On 2026-09-29, the four reviewed standalone role revisions were published to
|
||||
their existing public Gitea `origin/main` branches and verified after fetch:
|
||||
Scriptorium `b174c8c2990bb79f8149d8f288c5e06ccb42bd73`, Audita
|
||||
`c3dd59f5ac9b942306ffe540ae9e71d493998137`, Notarius
|
||||
`6aef48b7e12e3651971444b8c224d96ff1879e6c`, and Narratio
|
||||
`3c0700b5323293d44e3b1e67a50074d82d7a3bff`.
|
||||
|
||||
The pipeline role at public revision
|
||||
`ea8b09e190419586ede6df3815d1ea999a0f4391` passed `bash -n`, its full
|
||||
`tests/integration` harness twice (configuration migration and representative
|
||||
override coverage), and `git diff --check`. The collection imported that exact
|
||||
public revision by subtree; public collection revision
|
||||
`3d77eb382bcb4c1742015d3c32e23630bb8c73bf` passed `bash -n`, its full
|
||||
artifact-based `tests/integration`, and `git diff --check`. Both harnesses used
|
||||
synthetic credentials and offline native application validation, with clean
|
||||
repeats. The consumer's local commit
|
||||
`f694dad9426ee21138b175e44a3855d42be99d4b` passed public dependency
|
||||
installation into disposable paths, real-inventory `--list-hosts` limited to
|
||||
`pipeline-dnd`, `--syntax-check`, and `git diff --check`. Its commit was not
|
||||
pushed. Seriatim and native collection pins remain unchanged, and manifests
|
||||
across the three repositories agree.
|
||||
|
||||
The local integration harnesses converged only the development installation;
|
||||
there was no operational deployment or live inference, transcription, or object
|
||||
storage call. Vault values and target access were not needed or verified.
|
||||
After the override harness passed, a formatting-only split of its fixture JSON
|
||||
line was checked with `bash -n`, JSON parsing, and `git diff --check` without
|
||||
rerunning the long integration harness. Independent review subsequently found
|
||||
the three issues resolved below. No tagged release was created.
|
||||
|
||||
## Remediation Follow-up
|
||||
|
||||
The three independent-review findings are resolved; see
|
||||
[remediation evidence](../remediation.md). Public pipeline `37b1cf6` and
|
||||
collection `b3bc045` remove default-identity assertions and correct migration
|
||||
and credential guidance. Local consumer `15f0f4e` selects the corrected public
|
||||
snapshot. Shell/whitespace checks, pipeline and installed-collection syntax and
|
||||
lint, collection build/install, and real-inventory consumer target/syntax checks
|
||||
passed. Full host-mutating convergence was not rerun for these documentation
|
||||
and test-only changes. Application versions/defaults and runtime behavior are
|
||||
unchanged.
|
||||
|
||||
## Closeout
|
||||
|
||||
Closed on 2026-09-29 after independent review and resolution of all three
|
||||
findings. This completes the agreed application upgrade sequence. The active
|
||||
implementation plan is retired; no additional implementation is required for
|
||||
this feature. Consumer commits remain local. Operational upgrade, session
|
||||
migration, live production/testing checks, and any new tagged release require
|
||||
separate operator action and were not performed as part of closeout.
|
||||
|
||||
## Upstream References
|
||||
|
||||
- [Audita v2 migration](https://gitea.maximumdirect.net/eric/audita/src/tag/v2.0.1/docs/migrations/v2.md)
|
||||
- [Audita configuration](https://gitea.maximumdirect.net/eric/audita/src/tag/v2.0.1/docs/config.md)
|
||||
- [Narratio v3 release](https://gitea.maximumdirect.net/eric/narratio/src/tag/v3.0.0/docs/releases/v3.0.0.md)
|
||||
- [Narratio operations and migration](https://gitea.maximumdirect.net/eric/narratio/src/tag/v3.0.0/docs/operations.md)
|
||||
- [Notarius v0.8.0 migration](https://gitea.maximumdirect.net/eric/notarius/src/tag/v0.8.0/docs/releases/v0.8.0.md)
|
||||
- [Scriptorium v0.14.0 migration](https://gitea.maximumdirect.net/eric/scriptorium/src/tag/v0.14.0/docs/releases/v0.14.0.md)
|
||||
206
docs/roadmap/features/0023-narratio-scriptorium-credentials.md
Normal file
206
docs/roadmap/features/0023-narratio-scriptorium-credentials.md
Normal file
@@ -0,0 +1,206 @@
|
||||
# Feature 0023: Adopt Narratio v3.1.0 and Forward Scriptorium Credentials
|
||||
|
||||
Status: done
|
||||
|
||||
## Summary
|
||||
|
||||
Update the standalone Narratio role and D&D pipeline to Narratio v3.1.0 and
|
||||
expose its Scriptorium credential list. Deliver the coordinated change through
|
||||
the collection and existing deployment consumer without deploying to a host.
|
||||
|
||||
## Problem or Opportunity
|
||||
|
||||
The operator's deployment to `pipeline-dnd` failed during trim bounds generation
|
||||
with Scriptorium reporting HTTP 401. Narratio v3.0.0 filtered provider keys out
|
||||
of the child environment without offering a public Scriptorium credential
|
||||
selection. Analyze had the same forwarding gap. Provisioning a key through
|
||||
Ansible alone could not repair that boundary.
|
||||
|
||||
Upstream has released explicit Scriptorium credential forwarding in v3.1.0.
|
||||
The original report is preserved in Narratio commit `9389f69`;
|
||||
the upstream change is `44a3186`, with release documentation at `40cbf42`.
|
||||
These are planning references, not substitutes for the released application tag.
|
||||
|
||||
## Scope
|
||||
|
||||
- Adopt Narratio v3.1.0 in the standalone role and suite version selections.
|
||||
- Expose its native credential-list field through the standalone role and
|
||||
supply overrideable D&D defaults through the pipeline role.
|
||||
- Refresh the Narratio role dependency, public pipeline subtree snapshot,
|
||||
collection dependency manifest, and existing consumer pins together.
|
||||
- Extend existing configuration/composition coverage and document operator
|
||||
credential requirements and normal retry behavior.
|
||||
|
||||
## Non-goals
|
||||
|
||||
- Changing upstream applications, other application versions, models, prompts,
|
||||
profile selections, or the existing filesystem and credential-storage policy.
|
||||
- Adding a credential loader, wrapper, environment file, provider discovery,
|
||||
or per-stage credential-selection interface.
|
||||
- Live inference, deployment to a controller or `pipeline-dnd`, credential
|
||||
verification against providers, or modifying Vault contents.
|
||||
- Publishing new Ansible release tags or collection release artifacts.
|
||||
- Reimplementing upstream credential forwarding, redaction, or checkpoint
|
||||
behavior in Ansible or its test suites.
|
||||
|
||||
## Target End State
|
||||
|
||||
### Standalone Narratio role
|
||||
|
||||
`narratio_version` defaults to `v3.1.0`. The optional public variable
|
||||
`narratio_scriptorium_credentials` defaults to null, is documented as a list
|
||||
of strings, and renders `scriptorium.credentials` in the native root pipeline
|
||||
file only when non-null. An explicit empty list renders `credentials: []`;
|
||||
nonempty lists preserve the caller's exact credential names. Include the field
|
||||
in the enclosing Scriptorium-section condition so it works independently of
|
||||
other optional Scriptorium variables. No provider-specific default belongs in
|
||||
the standalone role.
|
||||
|
||||
### D&D pipeline policy
|
||||
|
||||
`dnd_pipeline_narratio_version` selects `v3.1.0`.
|
||||
`dnd_pipeline_narratio_scriptorium_credentials` defaults to
|
||||
`[OPENROUTER_API_KEY]` and is passed through the existing Narratio dependency
|
||||
variables. Inventory can replace the list, including with `[]`, or set null
|
||||
to omit the field through the standalone role's interface.
|
||||
|
||||
The testing overlay inherits this list; no duplicate testing-specific setting
|
||||
is needed for the currently selected profiles. The existing Notarius reference
|
||||
to the same key remains independent. Operators selecting different providers
|
||||
can supply the corresponding names through the ordinary inventory interface.
|
||||
|
||||
Credential bytes continue to come from Narratio's process environment or its
|
||||
existing secrets mechanism. `dnd_pipeline_secrets` remains an optional managed
|
||||
file-provisioning mechanism, not the only valid credential source. No new secret
|
||||
file or migration is needed where `OPENROUTER_API_KEY` is already provisioned.
|
||||
|
||||
### Upstream contract and operator handoff
|
||||
|
||||
Narratio calls the field `pipeline.scriptorium.credentials` internally; the
|
||||
root pipeline YAML uses `scriptorium: {credentials: [...]}` without an extra
|
||||
`pipeline:` wrapper. The list applies to trim, analyze (including character
|
||||
families), and render-debug calls. It forwards names and resolved values without
|
||||
overriding Scriptorium's own provider/profile selection.
|
||||
|
||||
Upstream resolves selected names to nonempty values at configuration load,
|
||||
including for commands that do not execute Scriptorium. Tests and operator
|
||||
guidance must account for that existing contract. Omitted/null/empty lists
|
||||
forward nothing; a native overlay replaces the full list. After upgrading and
|
||||
provisioning the selected key, retry failed trim/analyze normally; do not force
|
||||
successful work solely because a credential was added or rotated. See the
|
||||
upstream references below for the authoritative behavior.
|
||||
|
||||
## Repository Ownership
|
||||
|
||||
- `ansible-role-narratio`: version default, public variable, argument spec,
|
||||
template, documentation, and focused configuration tests.
|
||||
- `ansible-role-dnd-pipeline`: suite version/credential defaults, dependency
|
||||
wiring and pin, documentation, and composition coverage.
|
||||
- `ansible-collection-dnd`: exact public pipeline subtree import, matching
|
||||
dependency manifest, and installed-artifact validation.
|
||||
- `rakestraw-ansible`: updated consumer dependency pins and concise upgrade
|
||||
guidance only; preserve its minimal playbook, inventory, and Vault content.
|
||||
- Workspace: feature tracking, later staged plan, and review evidence.
|
||||
- Narratio and the remaining applications/assets: read-only upstream contracts.
|
||||
|
||||
## Constraints and Settled Decisions
|
||||
|
||||
Follow the [Ansible](../../ansible.md), [testing](../../testing.md), and
|
||||
[planning](../../planning.md) policies and the [MVP architecture](../mvp.md).
|
||||
Preserve generic application roles versus opinionated suite policy. Reuse the
|
||||
existing declarative source-build and template tasks; add no production checks.
|
||||
Required dependency commits must be public before external consumer use; subtree
|
||||
imports use public Gitea, not sibling paths. Do not alter unrelated pins.
|
||||
|
||||
## Simplest Viable Implementation
|
||||
|
||||
Add one nullable standalone configuration variable and its ordinary template,
|
||||
argument-spec, and documentation entries. Add one suite default and dependency
|
||||
mapping. Advance the Narratio version and coordinated dependency pins, then
|
||||
reuse the existing collection import and consumer refresh workflow. No new
|
||||
production task or persistent state is needed.
|
||||
|
||||
## Acceptance Criteria
|
||||
|
||||
- The standalone role and assembled suite build the released v3.1.0 source.
|
||||
Any version assertion explicitly supplies the version under test rather than
|
||||
freezing the current default.
|
||||
- Representative explicit credential names reach the deployed native
|
||||
configuration; null omission and explicit `[]` are supported. Extend existing
|
||||
cases rather than adding a separate exhaustive matrix.
|
||||
- Suite composition preserves an explicitly supplied credential list in base
|
||||
and testing configurations. Use synthetic credential values for offline
|
||||
native validation; do not assert today's default list as a permanent invariant.
|
||||
- The real role and installed collection pass their existing relevant
|
||||
validation, including immediate repeated convergence with no changes.
|
||||
Credential-forwarding internals and provider authentication remain upstream
|
||||
responsibilities; no live service or new subprocess simulation is required.
|
||||
- Collection and consumer manifests resolve the coordinated public revisions;
|
||||
consumer host listing/syntax checks work without deployment or Vault
|
||||
decryption. Leave the existing hosts-and-roles playbook unchanged.
|
||||
- Guidance explains load-time credential requirements, existing environment or
|
||||
file provisioning, dependency refresh, and ordinary retry after the fix.
|
||||
|
||||
## Dependencies and Follow-up Work
|
||||
|
||||
The public Narratio v3.1.0 tag was verified on 2026-09-29 at
|
||||
`40cbf4243838b0a1db6caf4c8f790d914ccb96cc`, matching the reviewed release
|
||||
documentation and configuration contract. The release prerequisite is satisfied.
|
||||
Use that release rather than substituting a moving branch.
|
||||
|
||||
The completed staged implementation plan is preserved in Git history.
|
||||
Required Ansible dependency commits are public as recorded below. Operational
|
||||
deployment and a paid/live smoke run remain separate operator activities, not
|
||||
feature-completion gates.
|
||||
|
||||
## Implementation Evidence
|
||||
|
||||
Implementation completed on 2026-09-29. The public Narratio role revision is
|
||||
`758aed7a74c9a64ad02e13ff551b4f7aea16b3af`; the public D&D pipeline role
|
||||
revision is `0f841fd91ffc533aeec0ec688e81c24bd187a845`; the public
|
||||
collection revision is `002e86c9deb90820a2f1c2f55e1f4d8be59b7c96`.
|
||||
The consumer revision `67cc22f37f042fa12ada09547efa677022242284` is
|
||||
committed locally and not published, preserving its earlier local commits.
|
||||
The collection's imported pipeline Git tree exactly matches the public source
|
||||
revision. No release tag or artifact was created.
|
||||
|
||||
The Narratio role, pipeline role, and collection each passed `bash -n
|
||||
tests/integration`, their full `./tests/integration` harnesses, and `git diff
|
||||
--check`. The role and collection harnesses passed on their first runs. The
|
||||
pipeline harness's first run encountered a public Git HTTPS timeout; an
|
||||
unchanged retry passed, including native base/testing configuration inspection
|
||||
and a zero-change repeat. The consumer installed the collection manifest's D&D
|
||||
dependencies and exact collection revision in disposable paths; `--list-hosts`
|
||||
selected only `pipeline-dnd`, `--syntax-check` passed, and `git diff --check`
|
||||
passed. No operational controller or target host was contacted.
|
||||
|
||||
No implementation scope deviation was needed. Offline configuration and
|
||||
convergence checks do not prove that the
|
||||
operator's actual key is valid or that a live trim request will succeed.
|
||||
|
||||
## Independent Review and Closeout
|
||||
|
||||
Closed on 2026-09-29 after independent review found no actionable code-quality
|
||||
issues or implementation gaps. Null omission, explicit empty lists, suite
|
||||
credential selection, testing-overlay inheritance, and coordinated dependency
|
||||
pins match the approved feature. No additional production machinery was added.
|
||||
The imported pipeline Git tree matches the authoritative source exactly.
|
||||
|
||||
Independent shell syntax, whitespace, role syntax/lint, collection build/install,
|
||||
public role dependency installation, and real-inventory consumer target/syntax
|
||||
checks passed. Review used the recorded full integration and clean-repeat
|
||||
results rather than rerunning host-mutating convergence. No operational host or
|
||||
live provider was contacted. No remediation document change was needed.
|
||||
|
||||
The active plan is retired. Consumer and workspace commits remain local;
|
||||
operational deployment and provider-key validity remain outside this closeout.
|
||||
|
||||
## Open Questions
|
||||
|
||||
None identified.
|
||||
|
||||
## Upstream References
|
||||
|
||||
- [Narratio v3.1.0 release notes](../../../../narratio/docs/releases/v3.1.0.md)
|
||||
- [Scriptorium credentials](../../../../narratio/docs/config.md#scriptorium-credentials)
|
||||
- [401 troubleshooting](../../../../narratio/docs/troubleshooting.md#scriptorium-returns-http-401-during-trim-or-analyze)
|
||||
@@ -1,193 +1,12 @@
|
||||
# Implementation Plan 0016: Prepare the D&D Deployment Playbook
|
||||
# Implementation Plan
|
||||
|
||||
Status: in_progress
|
||||
No implementation plan is currently active.
|
||||
|
||||
Target executor: GPT-5.6-Terra
|
||||
[Feature 0023](features/0023-narratio-scriptorium-credentials.md) was closed on
|
||||
2026-09-29 after implementation and independent review with no actionable
|
||||
findings. Its roadmap retains the completion evidence; Git history preserves
|
||||
the completed staged implementation plan.
|
||||
|
||||
Feature roadmap: `docs/roadmap/features/0016-deploy-dnd-pipeline-to-pipeline-dnd.md`
|
||||
|
||||
Active plan location: `docs/roadmap/implementation.md`
|
||||
|
||||
## Objective
|
||||
|
||||
Finish and commit repository preparation in `rakestraw-ansible`: minimal
|
||||
playbook, host variables with comments for unknown values, reviewed dependency
|
||||
pins, and concise operator instructions. This revision supersedes all previous
|
||||
deployment and live-acceptance stages. Do not execute them.
|
||||
|
||||
## Execution Rules
|
||||
|
||||
- Execute the stages below in order, rereading each stage's listed policies.
|
||||
Check working trees first, preserve unrelated work, validate, and commit each
|
||||
completed unit with its stated plain-English intent.
|
||||
- Do not deploy to an operational controller or target, connect to the target,
|
||||
populate actual credentials, or run a real pipeline session.
|
||||
- Missing controller, SSH, Vault, and session inputs are not blockers. Express
|
||||
unknown required values through commented instructions and variable references.
|
||||
- Keep playbooks limited to hosts and roles. No new tasks, wrapper, probes,
|
||||
runtime assertions, or automated test harness is required.
|
||||
- Use existing workspace `.venv/bin` executables for local Ansible checks.
|
||||
Core 2.21.3 is installed; a missing `PATH` entry or `/etc/ansible` directory
|
||||
does not mean tooling is missing. Explicit local paths suffice.
|
||||
- Reuse passing validation whose inputs are unchanged. Optional diagnostics
|
||||
and `ansible-doc` documentation rendering are not acceptance gates.
|
||||
- Keep credential values out of plaintext files, Git, commands, and logs.
|
||||
Do not create fake keys or an empty Vault file to satisfy inventory references.
|
||||
|
||||
## Starting State and Repository Scope
|
||||
|
||||
- Feature 0015 is complete and independently reviewed.
|
||||
- Consumer `716a80e` added the initial runbook; `12b2462` committed the new
|
||||
playbook, host configuration, and dependencies. Inspect intervening commits;
|
||||
do not repeat or discard completed work.
|
||||
- Public dependency installation, target-only host listing, and syntax checking
|
||||
passed for the prepared consumer configuration. The missing option descriptions
|
||||
in three roles affect `ansible-doc` only and are not part of this feature.
|
||||
- `rakestraw-ansible` owns remaining comments/runbook changes. The workspace
|
||||
owns status and review handoff. All other repositories remain read-only.
|
||||
- No credentials, controller access, target access, or session selection is
|
||||
needed to complete this plan.
|
||||
|
||||
## Stage 1: Finish Consumer Comments and Usage Documentation
|
||||
|
||||
Completion: complete (consumer `7f8353d74efabb5ae408e41be9837df53010dd95`)
|
||||
|
||||
### Objective and Owning Repository
|
||||
|
||||
Make the existing committed consumer configuration self-explanatory in
|
||||
`rakestraw-ansible` and remove live execution as a completion requirement.
|
||||
|
||||
### Required Policy Review
|
||||
|
||||
Before this stage, read `AGENTS.md`, `docs/orientation.md`,
|
||||
`docs/conventions.md`, `docs/ansible.md`, `docs/testing.md`,
|
||||
`docs/planning.md`, the Feature 0016 roadmap, and the consumer README/runbook.
|
||||
|
||||
### Preconditions
|
||||
|
||||
Inspect the current consumer changes and the two completed commits above.
|
||||
Local Ansible tools are available. There are no remote prerequisites.
|
||||
|
||||
### Required Changes
|
||||
|
||||
1. Retain `playbooks/pipeline/dnd.yml`, which contains only the `pipeline-dnd`
|
||||
host and `rakestraw.dnd.pipeline` role. Retain reviewed dependency pins and
|
||||
known host values. Compare against the revised roadmap; correct only actual
|
||||
discrepancies, without adding suite-default copies or extra play content.
|
||||
2. In `inventory/host_vars/pipeline-dnd/narratio.yml`, add the roadmap's comments
|
||||
beside `dnd_pipeline_secrets`: define the four referenced `vault_dnd_*`
|
||||
variables in an encrypted `vault.yml` before eventual deployment. Retain
|
||||
unresolved references. Do not obtain secret values or create a Vault file.
|
||||
3. Revise `docs/pipeline-dnd.md` to describe repository preparation as the
|
||||
completed deliverable. Clearly label installation, credential provisioning,
|
||||
and deployment commands as future operator instructions, not steps the
|
||||
implementation agent must execute. Remove operational prerequisite checklists
|
||||
and session-acceptance requirements from this feature's completion path.
|
||||
4. Retain useful concise future-use instructions: the pinned collection refresh,
|
||||
Vault variable names and selection options, and minimal playbook invocation.
|
||||
Link application documentation for later pipeline operation rather than
|
||||
maintaining a live-session test script or demanding session selection now.
|
||||
5. Preserve connection inventory, unrelated dependencies, and the historical
|
||||
proof-of-concept playbook/role.
|
||||
|
||||
### Validation
|
||||
|
||||
Run `git diff --check` in `rakestraw-ansible` and review the changed documentation
|
||||
and comments. Reuse the recorded successful public installation, syntax, and
|
||||
host-listing results if only comments/documentation change. No runtime tests
|
||||
or repeated dependency installation are necessary for those edits.
|
||||
|
||||
If executable configuration changes, rerun only affected local checks using
|
||||
the workspace tools and explicit local inventory/dependency paths:
|
||||
|
||||
```text
|
||||
ansible-playbook -i inventory playbooks/pipeline/dnd.yml --limit pipeline-dnd --list-hosts
|
||||
ansible-playbook -i inventory playbooks/pipeline/dnd.yml --limit pipeline-dnd --syntax-check
|
||||
```
|
||||
|
||||
Use previously installed isolated public dependencies when available. If needed,
|
||||
install from `requirements.yml` into disposable local role/collection paths.
|
||||
Do not use operational `/etc/ansible` destinations or local sibling role
|
||||
sources. Keep unresolved credentials untouched; local syntax checking does
|
||||
not claim they resolve. If unrelated encrypted inventory prevents a local
|
||||
check, use a disposable inventory containing the target alias and non-secret
|
||||
variables, and report that narrower validation scope.
|
||||
|
||||
### Completion Criteria
|
||||
|
||||
The required public files exist, unknown values have explanatory comments,
|
||||
local validation evidence is sufficient, and the consumer changes are committed.
|
||||
No deployment or real credential provisioning is required.
|
||||
|
||||
### Commit
|
||||
|
||||
`Document the remaining D&D deployment inputs`.
|
||||
|
||||
## Stage 2: Record the Repository Preparation Handoff
|
||||
|
||||
Completion: complete (handoff recorded by this change)
|
||||
|
||||
### Objective and Owning Repository
|
||||
|
||||
Record Feature 0016 implementation readiness for independent review in the
|
||||
workspace, scoped entirely to committed repository content.
|
||||
|
||||
### Required Policy Review
|
||||
|
||||
Before this stage, read `AGENTS.md`, `docs/orientation.md`,
|
||||
`docs/conventions.md`, `docs/testing.md`, `docs/planning.md`, and the revised
|
||||
Feature 0016 roadmap.
|
||||
|
||||
### Preconditions
|
||||
|
||||
Stage 1 has passed local validation and is committed. No remote prerequisites.
|
||||
|
||||
### Required Changes
|
||||
|
||||
1. Update `docs/status.md` and this plan's progress notes with the consumer
|
||||
commit and local validation evidence. Describe real deployment as separately
|
||||
deferred operator work, not a blocker or incomplete acceptance criterion.
|
||||
2. Keep Feature 0016 `in_progress` pending independent review. Report any actual
|
||||
repository issues; do not mark it `done` solely because implementation ended.
|
||||
3. Confirm the feature's owning working trees are clean after committing.
|
||||
Preserve any unrelated changes and identify them instead of discarding them.
|
||||
|
||||
### Validation and Completion Criteria
|
||||
|
||||
Run `git diff --check`. Evidence points to committed consumer content and
|
||||
appropriate local checks. The handoff makes no claims of live deployment or
|
||||
runtime acceptance. No paid request or host access is necessary.
|
||||
|
||||
### Commit
|
||||
|
||||
`Record D&D playbook preparation for review`.
|
||||
|
||||
## Final Validation and Handoff
|
||||
|
||||
Report owning commits, changed consumer files, comments explaining missing
|
||||
values, and local validation performed or reused. Feature review evaluates the
|
||||
committed playbook/configuration, not operational deployment. No push is
|
||||
required unless separately requested.
|
||||
|
||||
## Progress Notes
|
||||
|
||||
- Consumer `716a80e` added the initial runbook, and `12b2462` committed the
|
||||
minimal playbook, public host choices, and reviewed dependency manifest.
|
||||
Public dependency installation from the mixed manifest succeeded, host
|
||||
listing selected only `pipeline-dnd`, and syntax checking passed.
|
||||
- Stage 1 is complete in consumer commit
|
||||
`7f8353d74efabb5ae408e41be9837df53010dd95`. The plaintext inventory now
|
||||
explains its unresolved Vault references, and the runbook distinguishes the
|
||||
completed repository preparation from future operator installation,
|
||||
credential provisioning, deployment, and application operation.
|
||||
- Stage 1 changed only comments and documentation, so the prior installation,
|
||||
host-listing, and syntax evidence was reused as directed. `git diff --check`
|
||||
passed, and the consumer working tree is clean.
|
||||
- Stage 2 records the implementation handoff for independent review. No live
|
||||
deployment, target validation, credential provisioning, or pipeline session
|
||||
was performed or is claimed by Feature 0016.
|
||||
|
||||
## Open Questions
|
||||
|
||||
None required for this repository-only implementation. Unknown API keys and
|
||||
future operational inputs are documented for the operator, not requested now.
|
||||
Discuss and select the next unit of work before preparing another plan.
|
||||
Operational deployment and live provider validation remain separate operator
|
||||
activities and are not authorized by this notice.
|
||||
|
||||
@@ -1,147 +1,144 @@
|
||||
# Feature 0013 Remediation Review
|
||||
# Feature 0022 Remediation Review
|
||||
|
||||
Status: resolved
|
||||
|
||||
Reviewed implementation and release state:
|
||||
Reviewed on 2026-09-29:
|
||||
- Pipeline `8ea8621` and `ea8b09e`.
|
||||
- Collection subtree import through `a78c309` and assembly `3d77eb3`.
|
||||
- Consumer `f694dad`.
|
||||
|
||||
- Application-role `v0.1.0` tags at the five roadmap-fixed commits
|
||||
- Pipeline release commit and tag
|
||||
`7c2bad827702fdcf78f8f77ece7d6270756bc3c5`
|
||||
- Collection subtree import
|
||||
`da348eb8bd9878a58404a37dbcf22ad6562ac5c9`
|
||||
- Collection release commit and tag
|
||||
`63e8f3fb090a583226c7435bd900e10d41a30b89`
|
||||
- Public `rakestraw.dnd 0.1.0` Gitea release and
|
||||
`rakestraw-dnd-0.1.0.tar.gz` attachment
|
||||
- Workspace implementation record through
|
||||
`06e1b35f25589a3a6ff3fd2884208c86c4fee9c4`
|
||||
The production wiring implements the approved coordinated versions, Audita
|
||||
backend/profile assets, credential lists, overlay paths, and nullable retry
|
||||
controls. The collection's imported pipeline tree exactly matches the source
|
||||
role. The following test-policy and operator-documentation issues were found
|
||||
and have now been addressed as recorded below.
|
||||
Git history preserves the previously resolved Feature 0013 remediation record.
|
||||
|
||||
## Review Summary
|
||||
## Finding 1: New assertions freeze unconfigured suite defaults
|
||||
|
||||
Feature 0013 implements the release architecture and public consumer path.
|
||||
The five application-role tags identify the exact reviewed commits selected by
|
||||
the roadmap. The standalone pipeline and collection manifests use those
|
||||
immutable tags, and the native collection dependencies remain pinned to
|
||||
`ansible.posix` 2.2.0 and `community.general` 13.3.0. The collection subtree's
|
||||
Git tree exactly matches public pipeline tag `v0.1.0`.
|
||||
Priority: P2
|
||||
Owners: pipeline role and collection tests.
|
||||
|
||||
All seven repositories and tags are public and synchronized with their local
|
||||
counterparts. The collection's non-draft, non-prerelease Gitea release carries
|
||||
one correctly named archive. Its manifest declares `rakestraw.dnd` 0.1.0, the
|
||||
expected Ansible baseline and collection dependencies, and its file payload
|
||||
matches a fresh build from the tagged collection tree.
|
||||
Locations:
|
||||
- `ansible-role-dnd-pipeline/tests/integration:172`–173.
|
||||
- `ansible-collection-dnd/tests/integration:104`–105 and 108–109.
|
||||
|
||||
One low-severity documentation issue remains. The pipeline README now implies
|
||||
that collection snapshots may be imported only from role releases. That
|
||||
strengthens the settled maintenance contract beyond the requested release
|
||||
feature and contradicts the documented development workflow, which also
|
||||
permits a reviewed, pushed commit.
|
||||
The new baseline assertions require specific Audita profile IDs and Narratio
|
||||
credential lists, but the cases do not explicitly supply the corresponding
|
||||
selection/list variables. Supplying synthetic values in `dnd_pipeline_secrets`
|
||||
does not select the credential lists. These assertions therefore fail when
|
||||
legitimate defaults change, even if installation and caller overrides work.
|
||||
|
||||
## Finding 1: Pipeline Documentation Narrows Subtree Imports to Releases
|
||||
Required correction: remove redundant default-identity assertions from the
|
||||
baseline smoke case, or explicitly supply the relevant public inputs and
|
||||
assert those values. The pipeline already has a useful custom-credential
|
||||
override case; prefer reusing its coverage. Keep native validation and clean
|
||||
repeats. Do not replace literals by reading role defaults into expectations;
|
||||
that would still test implementation identity rather than caller behavior.
|
||||
|
||||
Severity: low
|
||||
This strengthens acceptance beyond the user's state-based testing policy.
|
||||
The approved plan explicitly asked for supplied-value tests, not default
|
||||
snapshots.
|
||||
|
||||
`ansible-role-dnd-pipeline/README.md:51-53` says that collection maintainers
|
||||
“import a reviewed release as a snapshot.” The same sentence is present in the
|
||||
faithfully imported collection copy at
|
||||
`ansible-collection-dnd/roles/pipeline/README.md:51-53`.
|
||||
## Finding 2: Upgrade guidance confuses configuration with session migration
|
||||
|
||||
That wording accurately describes the particular snapshot used for collection
|
||||
release 0.1.0, but it reads as the general maintenance rule. The durable
|
||||
architecture deliberately permits the collection to import any reviewed
|
||||
pipeline commit that has been pushed to Gitea during development. An immutable
|
||||
pipeline tag is required only when preparing a released compatibility set.
|
||||
The collection's own maintenance section correctly accepts a pushed commit or
|
||||
immutable tag.
|
||||
Priority: P2
|
||||
Owners: pipeline README and consumer deployment guidance.
|
||||
|
||||
This is an inadvertent requirement strengthening: it could force an otherwise
|
||||
unnecessary pipeline-role release merely to assemble and test a development
|
||||
collection snapshot. It does not affect runtime behavior, the released
|
||||
dependency pins, subtree fidelity, or consumer installation.
|
||||
Locations:
|
||||
- `ansible-role-dnd-pipeline/README.md:166`–168 and 337–338.
|
||||
- `rakestraw-ansible/docs/pipeline-dnd.md:86`–104.
|
||||
|
||||
### Required Remediation
|
||||
The pipeline links “Audita's v2 manifest migration” to Audita's configuration
|
||||
migration guide, but does not identify Narratio's actual session-manifest
|
||||
migration. The consumer likewise refers to “Audita manifests” and only
|
||||
generically warns about Narratio manifests. The roadmap specifically requires
|
||||
guidance on backing up and migrating local provenance while preserving
|
||||
progress and immutable snapshots. Existing Narratio manifests containing
|
||||
`effective_config.selected_profile` are rejected by v3.
|
||||
|
||||
- In the authoritative pipeline README, replace the release-only wording with
|
||||
concise language saying that collection maintainers import a reviewed,
|
||||
pushed commit or immutable tag as a snapshot.
|
||||
- Make no role, manifest, default, task, template, handler, or test change.
|
||||
- Commit and push the pipeline documentation correction before importing it
|
||||
into the collection.
|
||||
- Refresh `roles/pipeline` through the documented squashed subtree command
|
||||
using the pushed pipeline documentation commit as the remote revision. Do
|
||||
not edit the collection's subtree copy directly.
|
||||
- Confirm that the resulting collection subtree Git tree exactly matches the
|
||||
selected pushed pipeline commit outside Git metadata.
|
||||
- Do not move or replace any `v0.1.0` tag, modify the published Gitea release,
|
||||
or replace its attachment. Those immutable artifacts correctly describe the
|
||||
historical 0.1.0 source state.
|
||||
- Do not create a new role or collection release solely for this
|
||||
maintainer-facing wording correction.
|
||||
Required correction:
|
||||
- Describe Audita's change as a configuration/backend/profile migration.
|
||||
- Link Narratio v3's exact operations section
|
||||
`#migrating-manifest-overlay-provenance`; briefly explain backup and
|
||||
`effective_config.selected_profile` → `selected_overlay` (or removal as
|
||||
upstream permits), preserving stage/checkpoint state and leaving immutable
|
||||
remote snapshots unchanged. Do not add automatic migration or forced reruns.
|
||||
- Correct or remove the stale claim that Notarius v0.8.1 selects PromptKit
|
||||
v0.10.0. Its tagged release specifies v0.11.2; prefer linking upstream release
|
||||
notes over duplicating dependency/catalog versions.
|
||||
|
||||
### Required Validation
|
||||
This is a missing operator handoff, not a request for additional runtime code.
|
||||
|
||||
Run:
|
||||
## Finding 3: Documentation makes managed secret files mandatory
|
||||
|
||||
```text
|
||||
cd ansible-role-dnd-pipeline
|
||||
git diff --check
|
||||
Priority: P2
|
||||
Owners: pipeline README and consumer deployment guidance.
|
||||
|
||||
cd ../ansible-collection-dnd
|
||||
../.venv/bin/ansible-galaxy collection build --output-path "$(mktemp -d)"
|
||||
git diff --check
|
||||
```
|
||||
Locations:
|
||||
- `ansible-role-dnd-pipeline/README.md:160`–163.
|
||||
- `rakestraw-ansible/docs/pipeline-dnd.md:69`–71.
|
||||
|
||||
Also compare the imported `roles/pipeline` tree with a disposable clone of the
|
||||
selected pushed pipeline commit. The full application, pipeline, and
|
||||
collection integration suites do not need to be rerun because the remediation
|
||||
changes documentation only and preserves all Ansible and dependency content.
|
||||
The new text requires each credential to be supplied through
|
||||
`dnd_pipeline_secrets`. Runtime behavior does not require that: Narratio can
|
||||
resolve listed names from its process environment or existing secret files.
|
||||
The README's existing managed-credentials section already describes environment
|
||||
precedence and an empty default secrets map.
|
||||
|
||||
## Resolution
|
||||
Required correction: require the credential names in the forwarding lists,
|
||||
but describe managed secret files as the suite-supported provisioning option,
|
||||
not the only permitted source. Preserve the consumer's chosen Vault workflow
|
||||
without imposing it on every standalone suite user. No code or new tests are
|
||||
needed for this wording correction.
|
||||
|
||||
Resolved in pipeline commit `78afffe` and collection subtree import
|
||||
`5e695f3`.
|
||||
This is an unintended documentation-level strengthening of the requirements.
|
||||
|
||||
The authoritative pipeline README now states that collection maintainers may
|
||||
import either a reviewed, pushed commit or an immutable tag. The pipeline
|
||||
commit was pushed before the collection imported that exact Gitea revision
|
||||
through the documented squashed subtree workflow. The imported subtree and
|
||||
pipeline source have the same Git tree ID,
|
||||
`37f619ac24d2303847c4b9ea60db1f9fc1bf9d0e`.
|
||||
## Review Validation
|
||||
|
||||
A fresh collection build succeeded, and `git diff --check` passed in both
|
||||
repositories. No Ansible content or dependency selection changed, so the
|
||||
integration suites were not rerun. The seven `v0.1.0` tags, published
|
||||
collection release, and release attachment remain unchanged.
|
||||
Shell syntax, changed-commit whitespace checks, pipeline syntax checking with
|
||||
locally available collections, production-profile lint, and collection build
|
||||
passed. Source and imported pipeline Git tree hashes match exactly. Reviewed
|
||||
the recorded successful role/collection integration and consumer syntax runs;
|
||||
did not rerun host-mutating convergence. A fresh dependency installation stalled
|
||||
and was stopped, so this review does not independently establish a complete
|
||||
fresh public dependency installation. No operational host was contacted.
|
||||
|
||||
## Review Validation Evidence
|
||||
## Remediation Boundaries
|
||||
|
||||
- Every local and remote `v0.1.0` tag resolves to the commit recorded in the
|
||||
Feature 0013 roadmap and implementation notes.
|
||||
- All seven Gitea repositories report public visibility and `main` as their
|
||||
default branch.
|
||||
- The pipeline `v0.1.0` tree ID and the collection tag's
|
||||
`roles/pipeline` tree ID are both
|
||||
`44a9d2b010012d8a63720b3a4ed07e9f255a5dae`.
|
||||
- The tagged raw collection manifest matches the repository manifest, and its
|
||||
role and collection selections match the released pipeline manifests.
|
||||
- The public release API reports tag `v0.1.0`, title
|
||||
`rakestraw.dnd 0.1.0`, `draft: false`, `prerelease: false`, and one
|
||||
`rakestraw-dnd-0.1.0.tar.gz` attachment.
|
||||
- The published archive has the same file list, `MANIFEST.json`, `FILES.json`,
|
||||
and file payload hashes as a fresh collection build from the tagged tree.
|
||||
It contains the pipeline entry point and omits the selected development-only
|
||||
subtree files.
|
||||
- A fresh unauthenticated clone and release-attachment download installed the
|
||||
five public role tags and the collection into isolated Ansible paths. The
|
||||
installed `rakestraw.dnd.pipeline` role converged successfully and its
|
||||
immediate repeat reported `changed=0` and `failed=0`.
|
||||
- The complete repository-local collection integration suite independently
|
||||
passed isolated bootstrap, collection build and installation, syntax check,
|
||||
production-profile lint, native application validation, and immediate clean
|
||||
convergence.
|
||||
- `git diff --check` passes for the pipeline, collection, and workspace
|
||||
implementation ranges. All workspace repositories are clean and synchronized
|
||||
with their upstream branches before this review finding is recorded.
|
||||
Fix authoritative pipeline files first, then publish and re-import the corrected
|
||||
pipeline revision through the existing public Gitea subtree workflow. Do not
|
||||
edit its collection copy directly. Update collection-owned tests and consumer
|
||||
pins/links to the corrected public snapshot as needed. Preserve all agreed
|
||||
application versions, configuration defaults, and runtime behavior. Validate
|
||||
affected tests in proportion to the changes; no operational deployment,
|
||||
credentials, live inference, or session migration is required.
|
||||
|
||||
No runtime code-quality issue, release-architecture gap, test-policy violation,
|
||||
or other inadvertent requirement strengthening was found.
|
||||
## Resolution Evidence
|
||||
|
||||
All three findings were addressed on 2026-09-29:
|
||||
|
||||
- Finding 1: pipeline `37b1cf6` removes redundant baseline credential-list
|
||||
assertions while preserving custom-input coverage; collection `d9abb62`
|
||||
removes default profile-ID and credential-list assertions. Native profile
|
||||
inspection, configuration validation, and immediate clean-repeat checks remain.
|
||||
- Findings 2 and 3: pipeline `37b1cf6` and consumer `15f0f4e` distinguish
|
||||
Audita configuration migration from Narratio session migration, link the
|
||||
exact provenance procedure, preserve progress and immutable snapshots,
|
||||
and allow environment or file-based credential provisioning. The stale
|
||||
Notarius dependency/catalog claim is replaced by tagged release guidance.
|
||||
- The public pipeline revision is
|
||||
`37b1cf6fab71c6a1212e49357c2e825cb0237a00`; collection subtree import and
|
||||
public revision `b3bc0457efb7ea14ed11789978edd440537860fc` contain its exact
|
||||
Git tree. Both remote branch heads were independently checked with
|
||||
`git ls-remote`. Consumer `15f0f4e` selects that collection and links the
|
||||
corrected source README; the consumer commit remains local.
|
||||
- Shell syntax and whitespace checks passed. Pipeline and installed-collection
|
||||
syntax checks and production-profile lint passed. Collection build and
|
||||
disposable artifact installation passed. Consumer real-inventory host
|
||||
listing selected only `pipeline-dnd`, and syntax checking passed without
|
||||
deployment or Vault decryption.
|
||||
- Validation used the previously downloaded public role dependencies and
|
||||
available local collections. Full host-mutating integration was not rerun:
|
||||
production code/defaults are unchanged, test changes remove assertions and
|
||||
unused parsing, and prior full-run evidence remains applicable to unchanged
|
||||
behavior. No operational system or session state was modified.
|
||||
|
||||
@@ -1,13 +1,18 @@
|
||||
# Workspace Status
|
||||
|
||||
Last updated: 2026-09-21
|
||||
Last updated: 2026-09-29
|
||||
|
||||
Current milestone: Operational D&D pipeline deployment
|
||||
|
||||
Current focus: Independently review the completed Feature 0016 repository
|
||||
preparation. Controller deployment, target convergence, credential provisioning,
|
||||
and session execution are separate operator work and are not claimed here.
|
||||
Feature 0015 is complete after independent review found no remediation issue.
|
||||
Current focus: Feature 0023 is complete after independent review with no findings.
|
||||
Narratio v3.1.0 and Scriptorium credential selection are wired through the
|
||||
standalone role, D&D suite, collection, and local consumer pins. No active
|
||||
implementation plan remains. Deployment of this update and live credential
|
||||
validation remain operator activities; neither was performed by this feature.
|
||||
Feature 0022 and the application upgrade sequence remain complete. Broader
|
||||
downgrade/removal policy remains unselected design work.
|
||||
See the [upgrade sequence](roadmap/application-upgrade-sequence.md) and
|
||||
[feature evidence](roadmap/features/0023-narratio-scriptorium-credentials.md).
|
||||
|
||||
| ID | Deliverable | Owner | State | Evidence or next step |
|
||||
| --- | --- | --- | --- | --- |
|
||||
@@ -35,8 +40,15 @@ Feature 0015 is complete after independent review found no remediation issue.
|
||||
| F0013 | Publish the first coordinated suite release | all Ansible repositories and workspace | done | Public [`rakestraw.dnd` 0.1.0 release](https://gitea.maximumdirect.net/eric/ansible-collection-dnd/releases/tag/v0.1.0); documentation remediation completed in pipeline `78afffe` and collection `5e695f3` |
|
||||
| F0014 | Enroll existing pipeline operators | ansible-role-dnd-pipeline, ansible-collection-dnd, and workspace | done | Pipeline `c13f726` and collection import `c0b0ebd` passed their complete integration suites and independent review with no remediation findings |
|
||||
| F0015 | Enable D&D S3 storage and publishing | ansible-role-dnd-pipeline, ansible-collection-dnd, and workspace | done | Pipeline `51566afcf69083cdbb5b5718f2544c86b079001c`, collection fixture `cf3de016ee09edf91afc3bc1addfd926d4a172ad`, collection squash `77f67adbc0f700e88bc15554e02052eaa22f1033`, and collection merge `46913446765e86ecfb29ebad9955d579ef6a4c7e` passed the complete repository suites and independent review with no remediation findings |
|
||||
| F0016 | Prepare the D&D deployment playbook for `pipeline-dnd` | rakestraw-ansible and workspace | in_progress | Consumer preparation is in `716a80e`, `12b2462`, and `7f8353d`; public dependency installation, target-only host listing, syntax checking, and whitespace validation passed; independent review is next |
|
||||
| F0016 | Prepare the D&D deployment playbook for `pipeline-dnd` | rakestraw-ansible and workspace | done | Consumer `716a80e`, `12b2462`, and `7f8353d` passed independent review with no findings; public dependency installation, target-only host listing, syntax and whitespace checks passed. Follow-up `7f4c90a` pins collection `2a53979` for Narratio v2.1.2; collection build and syntax checks passed |
|
||||
| F0017 | Compose the Notarius testing overlay | Narratio role, pipeline role, collection, consumer, and workspace | done | Published through Narratio `330afe7`, Notarius `a82a83d`, pipeline `c56a942`, collection `ce5b838`, and consumer `0ced48c`; independent review found no remediation issues; validation evidence is in the feature roadmap |
|
||||
| F0018 | Adopt Scriptorium v0.15.0 | Scriptorium role and workspace | done | Role commits `61dcafe`, `2fce529`, and `b174c8c` passed independent review with no findings; feature roadmap records validation; suite pins unchanged |
|
||||
| F0019 | Adopt Audita v2.0.1 | Audita role and workspace | done | Role `c3dd59f`, following `6137ff2` and `52f67fe`, passed independent review with no findings; [roadmap](roadmap/features/0019-audita-v2-adoption.md) records validation; suite pins unchanged |
|
||||
| F0020 | Adopt Notarius v0.8.1 | Notarius role and workspace | done | Role `6aef48b`, following `b1b922c` and `380b6a3`, passed independent review with no findings; [feature roadmap](roadmap/features/0020-notarius-v0-8-adoption.md) records evidence; suite pins unchanged |
|
||||
| F0021 | Adopt Narratio v3.0.0 | Narratio role and workspace | done | Role `3c0700b`, following `a28f22c` and `45f6836`, passed independent review with no findings; [feature roadmap](roadmap/features/0021-narratio-v3-adoption.md) records evidence; suite pins unchanged |
|
||||
| F0022 | Integrate the reviewed application upgrades | Pipeline role, collection, consumer, and workspace | done | Closed after review and resolution of all three findings; public pipeline `37b1cf6`, public collection `b3bc045`, local consumer `15f0f4e`; [remediation evidence](roadmap/remediation.md) |
|
||||
| A0001 | Audit completed standalone-role test suites | workspace and standalone roles | done | Findings recorded in `docs/roadmap/test-suite-audit-findings.md` |
|
||||
| F0023 | Adopt Narratio v3.1.0 and forward Scriptorium credentials | Narratio role, pipeline role, collection, consumer, and workspace | done | Public Narratio role `758aed7a`, pipeline `0f841fd`, collection `002e86c`; local consumer `67cc22f`. Independent review found no actionable issues; [feature evidence](roadmap/features/0023-narratio-scriptorium-credentials.md) |
|
||||
| R0001 | Simplify completed standalone-role test suites | workspace and standalone roles | done | Role commits `e08c63c`, `d2d0b9d`, and `cfecf37` passed implementation and independent review |
|
||||
|
||||
## Updating This File
|
||||
|
||||
Reference in New Issue
Block a user