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docs(plan): P5F disk-backed per-project trust reader#143

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docs(plan): P5F disk-backed per-project trust reader#143
lantiscooperdev merged 7 commits into
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docs/plan-p5f-trust-reader

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Planning-only document (no implementation) for the disk-backed per-project trust reader.

Unblocks two deferred roadmap items that share one blocker:

  • Persistent per-project default backend (P5E1 follow-up — currently selectBgTerminalBackend() preference probe picks non-deterministically when multiple backends installed)
  • P4R-PROJ Project Background Agents (needs a per-project authority root; today authority root is global via resolveTrustedHome())

Design composes with the existing P4R MAC lifecycle (bg-state.ts primitives reused — no second HMAC scheme) and the P5-NL-bg projectTrusted manifest snapshot rather than introducing a parallel signing scheme.

3 slices: P5F-1 (pure reader extraction, zero callers), P5F-2 (writer + resolver), P5F-3 (read-side wiring). 11 REQs, 16 unit tests + 2 static + 1 UNGUARDED-IN-CI smoke.

Status: planning only, pending plan review + adversarial review. Codex plan review dispatched via cmux.

Charlton D. Ho added 7 commits July 4, 2026 20:57
Adds agents/docs/P5F_DISK_BACKED_TRUST_READER_PLAN.md — a planning-only
document for the disk-backed per-project trust reader that unblocks both
the persistent per-project default backend and P4R-PROJ.

Composes with the existing P4R MAC lifecycle (bg-state.ts) and the
P5-NL-bg projectTrusted manifest snapshot rather than introducing a
parallel signing scheme. 3 slices: P5F-1 (pure reader extraction),
P5F-2 (writer + resolver), P5F-3 (read-side wiring). 11 REQs, 16 unit
tests + 2 static + 1 UNGUARDED-IN-CI smoke.

Planning only — pending plan review + adversarial review.
Adds agents/docs/P5F_REVIEW.md — codex (gpt-5.5 high) plan review of
P5F_DISK_BACKED_TRUST_READER_PLAN.md via cmux (surface:48, workspace:31).

Verdict: changes-requested. 6 blockers, 3 non-blocking, 6 missing tests.
Key factual findings (independently ground-checked):
- INV-2 wrong global MAC path: actual ~/.pi/agent/bg/.session.mac
  (bg-state.ts:134,138), NOT ~/.episodic-memory/.session.mac
- REQ-9 wrong: projectTrusted is boolean (bg-state.ts:55), not a
  {projectRootSha256, keyGenId} snapshot
- index.ts hook citation: select call at L695, not L685-691
- REQ-1/2/3 contract: return-type/throw-semantics inconsistent

Plan architecturally sound; needs factual + test-design corrections
before re-review pass 2.
…+ audit)

Resolves all 6 changes-requested blockers from P5F_REVIEW.md:

1. REQ-9 corrected: projectTrusted is boolean (bg-state.ts:55), not a
   {projectRootSha256,keyGenId} snapshot. Plan now sources only the
   boolean from disk; snapshot enrichment deferred to P4R-PROJ.
2. REQ-4/EC2 discriminating fixture: inject A's .trust.mac into B so
   MAC passes, assert A/B roots differ first, then assert cross-read
   returns forged. Test renamed _withSharedKeySentinel.
3. REQ-1/2/3 contract unified on ProjectTrustReadResult union. Trust-file
   symlink -> {ok:false,reason:'symlink'} (not throw); key-file symlink
   throws via assertNoSymlink (now explicit in contract error table).
4. INV-2 global MAC path corrected: ~/.pi/agent/bg/.session.mac
   (bg-state.ts:134/138), NOT ~/.episodic-memory/.session.mac. INV-2
   grep guard now also blocks getBgStateDir/getBgSessionMacPath imports.
5. 9-state test coverage complete: added C/D/E + REQ-10 mac-ordering
   (automated, not UNGUARDED-IN-CI). Group 1 expanded 6->10 tests.
6. Appendix B P5F-1 executor-ready: OD-1 resolved in-plan (no 'Decide');
   step 1.1 provides verbatim bg-trust.ts source; step 1.2 test import
   path fixed to ../lib/bg-state.ts.

Audit fix: index.ts hook citation corrected L685-691 -> L685 parse /
L695 explicit / L713 selectBgTerminalBackend fallback.

Review Consensus table: Pass 1 row filled (codex changes-requested, 6
blockers); Resolved blockers table added. Test catalog 16->23 unit +
2 static + 1 smoke.
…Pass 2)

Pass 2 (codex changes-requested) verified Pass-1 blockers 1-5 + audit
RESOLVED. Only remaining issues were execution defects in the verbatim
bg-trust.ts + test-bg-trust.mjs source blocks (same root cause):

2.1 Private-helper imports: bg-trust.ts imported PRIVATE assertNoSymlink
    + readUtf8FileNoSymlink (bg-state.ts:619,742 — not exported). Inlined
    local equivalents (assertNoSymlinkLocal/readUtf8FileNoSymlinkLocal);
    import block now imports only exported signBgPayload/verifyBgPayloadMac/
    keyGenIdFromKey.
2.2 Missing await on async readUtf8FileNoSymlink (raw was a Promise ->
    States D-I bypassed). Added await -> States C-I execute.
2.3 State E wrong side-effect: readProjectTrustStore called
    readOrCreateProjectTrustKey (CREATES missing key). Added read-only
    readProjectTrustKey; readProjectTrustStore uses it. State E: ENOENT
    -> forged (no create). readOrCreateProjectTrustKey now delegates to
    readProjectTrustKey + reserved for the P5F-2 writer.
2.4 Key-symlink throw contract: readProjectTrustStore now catches ONLY
    ENOENT (-> forged); symlink throw from assertNoSymlinkLocal propagates
    per Contract error-codes table.
2.5 Test excerpt: added mkdirSync/readFileSync imports; mintStore is now
    async + awaits readOrCreateProjectTrustKey; all 3 call sites await it.

Review Consensus + Resolved-blockers tables updated with Pass 2 entry.
Status: Pass 1+2 addressed, awaiting Pass 3.
…cutor (Pass 3)

Pass 3 (codex changes-requested): all 5 Pass-2 defects RESOLVED; only
remaining blocker was test block being an excerpt, not full verbatim
12-test source as the (false) 'Full verbatim test source' claim stated.

Resolution: re-scope P5F-1 step 1.2 to high-capability-executor scope
(PLAN_TEMPLATE-sanctioned — Appendix B's executor-ready gate may be
scoped to high-capability-only when the plan won't be implemented by a
low-capability model; P5F-1 will be run by the orchestrator's default
pi model per cmux-orchestrator skill, not a cheap sub-agent).

- Step 1.2 table row: dropped false 'Full verbatim' claim; states
  4 verbatim + 8 named-test contracts + high-capability scope.
- Appendix B: added explicit Scope clause distinguishing step 1.1
  (full verbatim, low-capability-ready) from step 1.2 (high-capability).
- Step 1.2 header + preamble: honest re-scope.
- Closing note: replaced 'fill in 8 tests' stub with an explicit 8-test
  contract table (name, asserted read-state, red-then-green/discriminating
  flag) — the executor authors these to match exactly.

Review Consensus + Status updated with Pass 3 entry; awaiting Pass 4.
Pass 4 (codex changes-requested): re-scope Q1+Q2 RESOLVED; Q3+Q4 NOT:
- Q3: contract row for macCheckedBeforeRootCompare 'punts ordering to
  manual grep', contradicting REQ-10's 'automated mock-injection' claim
  — an internal contradiction.
- Q4: residual '6 follow the same skeleton' / '8 more tests' comments
  inside the verbatim block, inconsistent with '4 verbatim + 8 contracts'.

Revision 4 resolves both honestly:
- Renamed testReadTrustStore_macCheckedBeforeRootCompare ->
  testReadTrustStore_macAndRootBothChecked. The automated test now
  honestly asserts BOTH checks execute (State G wrong-mac-valid-root ->
  forged AND State H valid-mac-wrong-root -> forged).
- ORDERING (G-before-H) is mechanically unverifiable in plain ESM without
  a mock library, and REQ-11 forbids new runtime deps (no mock framework).
  Ordering is therefore UNGUARDED-IN-CI via a named manual grep
  (verifyBgPayloadMac call line < projectRootSha256 compare line in
  bg-trust.ts). Made CONSISTENT across REQ-10 row, Safety matrix, catalog
  Group 1 + Group 6, contract table, Done Criteria.
- Fixed residual verbatim-block comments: '6 follow the same skeleton'
  -> '3 verbatim + 7 contracted per the 8-test contract table'; the
  '8 more tests' comment now references the contract table by name.

Review Consensus + Status updated with Pass 4 entry; awaiting Pass 5.
Pass 5 (codex): all 4 audit questions RESOLVED.
- Q1: macCheckedBeforeRootCompare rename complete (only in historical row).
- Q2: REQ-10 consistent across all 5 sites.
- Q3: UNGUARDED-IN-CI tag + named manual grep template-compliant.
- Q4: verbatim-block comments fixed, point to 8-test contract table.

## Verdict — approve → CONSENSUS.

Status: plan ACCEPTED for slicing P5F-1 by a high-capability executor.
Review Consensus table Pass 5 row filled; Status line updated.
cmux workspace:32 closed.
@lantiscooperdev
lantiscooperdev merged commit 0ca3ee6 into main Jul 4, 2026
1 check passed
lantiscooperdev pushed a commit that referenced this pull request Jul 4, 2026
… (#144)

Canonical workplan episode revised:
  20260704-122521-...-d94b -> 20260704-141949-...-a0b1

WORKPLAN.md: chain-head pointer + Current-state line + Open-follow-ups
list updated. P5F-1 marked as NEXT. P4R-PROJ + persistent-default-
backend now annotated as 'unblocked via P5F (shipping)'.

agents/P3_IMPLEMENTATION_SLICES.md: added P5F section with slice ladder
(P5F-1 / P5F-2 / P5F-3), 5-round codex review trail, key load-bearing
facts (projectTrusted boolean bg-state.ts:55; global MAC at
~/.pi/agent/bg/.session.mac; assertNoSymlink/readUtf8FileNoSymlink
PRIVATE so bg-trust.ts inlines local equivalents), cmux process lesson.

Planning-only merge; no implementation. P5F-1 ready to slice.

Co-authored-by: Charlton D. Ho <dev@znp.pw>
lantiscooperdev pushed a commit that referenced this pull request Jul 5, 2026
…APPROVED] (#145)

* P5F-1: disk-backed per-project trust reader (pure extraction)

Implements P5F-1 per the accepted P5F plan (PR #143, 0ca3ee6).
Zero production callers — pure extraction. The trust module is
imported only by tests until P5F-3 wires /agents bg + preflight.

Files:
- agents/lib/bg-trust.ts (new): resolveProjectRoot, projectRootSha256,
  sha256Hex, readOrCreateProjectTrustKey, readProjectTrustKey,
  readProjectTrustStore. Local no-follow helpers inlined to honor
  INV-2 (private bg-state.ts assertNoSymlink/readUtf8FileNoSymlink
  not imported). Sign/verify/keyGenId reuse bg-state.ts primitives.
- agents/test/test-bg-trust.mjs (new): 12 tests covering all 9 reader
  states (A-H + I) plus REQ-7 key isolation, REQ-10 both-checks, and
  the projectTrustStore_symlink red-then-green guard.
- agents/test/run-bg-trust-tests.sh (new): slice runner.

Verified:
- bash agents/test/run-bg-trust-tests.sh -> 12/12 passing
- BREAK=1 forces foreign-root fixture to non-discriminating -> exit 1
- REQ-11 grep: only node:* + ./bg-state imports (no third-party)
- INV-2 grep: empty (no resolveTrustedHome/readOrCreateSessionMacKey/
  getBgStateDir/getBgSessionMacPath references)
- REQ-10 ordering: verifyBgPayloadMac (L179) precedes
  projectRootSha256 compare (L182) - MAC before root, source order.
- Existing bg-state + P5E1 suites still green (pure extraction).

Note on the plan's verbatim bg-trust.ts source: the docstring comment
on readOrCreateProjectTrustKey originally referenced
readOrCreateSessionMacKey verbatim, which the INV-2 grep would pick
up as a false positive. Reworded to "the session-MAC primitive at
bg-state.ts:167-189" - semantic content preserved (line citation
intact), forbidden substring removed. All other source matches the
Appendix B step 1.1 verbatim block.

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

* P5F-1 fix: fail-closed on malformed project trust key (codex P1 blocker)

Addresses P1_BLOCKER from codex review of e51139d: readProjectTrustStore
rethrew malformed-key failures instead of failing closed to the untrusted
union, violating REQ-1/REQ-3. Only REQ-2 symlink carve-out may throw.

Fix (consensus-reached with codex reviewer, gpt-5.5 high, surface:7):

agents/lib/bg-trust.ts (readProjectTrustStore catch block, ~L175-178):
  - KEEP: ENOENT maps to {ok:false, reason:"forged"} (State E, key absent)
  - NEW: re-throw errors whose .message starts with "refusing symlinked "
    (the REQ-2 symlink security boundary, thrown by assertNoSymlinkLocal at L77)
  - NEW: all other non-ENOENT failures (malformed key content from parseTrustMac,
    EACCES/EPERM, anything else) map to {ok:false, reason:"forged"} (fail closed)
  - No custom error class (keeps pure-extraction slice API surface minimal)

agents/test/test-bg-trust.mjs (+1 test, suite now 13):
  - testReadTrustStore_rejectsMalformedKey: writes "zzzz" to .pi/trust/.trust.mac
    (non-hex, triggers parseTrustMac throw at L139), asserts readProjectTrustStore
    returns {ok:false, reason:"forged"} via explicit try/catch that fails-on-throw
    (assert.fail if it throws). NO BREAK=1 shim per Q3 consensus — the try/catch
    directly covers the regression without test-only production code paths.

Verified (run by orchestrator):
  - bash agents/test/run-bg-trust-tests.sh -> 13/13 passing
  - BREAK=1 node agents/test/test-bg-trust.mjs -> exit 1 (foreign-root
    discriminating test still works; new test has no BREAK shim, unaffected)
  - grep INV-2 (resolveTrustedHome|readOrCreateSessionMacKey|getBgStateDir|
    getBgSessionMacPath) agents/lib/bg-trust.ts -> empty
  - grep REQ-11 ^import -> only node:* + ./bg-state.ts
  - grep "refusing symlinked" -> exactly 2 hits (L77 throw + L177 carve-out)
  - git status -> only the 2 expected files modified

Scope: catch-block discrimination + one test ONLY. No refactor, no API change.
No production caller (still pure extraction until P5F-3).

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

---------

Co-authored-by: Charlton D. Ho <dev@znp.pw>
Co-authored-by: Claude <noreply@anthropic.com>
@lantisprime
lantisprime deleted the docs/plan-p5f-trust-reader branch July 5, 2026 13:07
lantiscooperdev pushed a commit that referenced this pull request Jul 5, 2026
…, 08a9be6) (#146)

P5F-1 disk-backed per-project trust reader merged via PR #145 (squash
`08a9be6`). Updates the two workplan pointer files to the new canonical
episode head `20260705-130253-post-merge-sync-p5f-1-trust-reader-compl-a5b3`
(supersedes the P5F-plan-accepted head `20260704-141949-...a0b1`).

Changes:
- WORKPLAN.md — current-state block: P5F-1 COMPLETE (#145, 08a9be6); P5F-2
  writer+resolver step-tables (author + plan-review) is next. Chain head,
  revises, tags, summary all updated to the new episode. Follow-up bullet
  flipped from "P5F-1 (NEXT)" to "P5F-1 COMPLETE" + new "P5F-2 (NEXT)".
- agents/P3_IMPLEMENTATION_SLICES.md — P5F section: P5F-1 marked SHIPPED
  (with the R1→R2 consensus fix trail + 13/13 tests + INV/REQ evidence),
  P5F-2 marked NEXT (step-tables deferred by design — now to be authored
  + plan-reviewed since the reader held up under the 13 P5F-1 tests),
  P5F-3 deferral note dropped from post-P5F-1-review to post-P5F-2-review.

Also documents the closure of stale PR #140 (workplan-sync after P5b-2)
which was CONFLICTING/DIRTY and fully superseded by #138/#142/#143/#144.

The episodic memory episode is canonical; these markdown files are
convenience references synced per project-runbook:workplan-update.md.

Co-authored-by: Charlton D. Ho <dev@znp.pw>
Co-authored-by: Claude <noreply@anthropic.com>
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