@rizom/ops 0.2.0-alpha.22 → 0.2.0-alpha.220

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Files changed (44) hide show
  1. package/README.md +3 -1
  2. package/dist/brains-ops.js +229 -283
  3. package/dist/cert-bootstrap.d.ts +3 -1
  4. package/dist/content-repo-ref.d.ts +10 -0
  5. package/dist/content-repo.d.ts +1 -0
  6. package/dist/deploy.js +99 -166
  7. package/dist/entries/deploy.d.ts +3 -2
  8. package/dist/images.d.ts +76 -0
  9. package/dist/index.d.ts +3 -0
  10. package/dist/index.js +230 -283
  11. package/dist/load-registry.d.ts +25 -2
  12. package/dist/observed-status.d.ts +1 -1
  13. package/dist/origin-ca.d.ts +1 -1
  14. package/dist/parse-args.d.ts +3 -0
  15. package/dist/push-secrets.d.ts +2 -9
  16. package/dist/push-target.d.ts +1 -2
  17. package/dist/run-command.d.ts +1 -1
  18. package/dist/run-subprocess.d.ts +1 -6
  19. package/dist/schema.d.ts +64 -155
  20. package/dist/secrets-encrypt.d.ts +5 -13
  21. package/dist/ssh-key-bootstrap.d.ts +1 -26
  22. package/dist/user-add.d.ts +15 -0
  23. package/dist/verify-user.d.ts +19 -0
  24. package/package.json +44 -42
  25. package/templates/rover-pilot/.env.schema +17 -3
  26. package/templates/rover-pilot/.github/workflows/build.yml +64 -17
  27. package/templates/rover-pilot/.github/workflows/deploy.yml +128 -61
  28. package/templates/rover-pilot/.github/workflows/reconcile.yml +21 -1
  29. package/templates/rover-pilot/README.md +5 -3
  30. package/templates/rover-pilot/deploy/scripts/decrypt-user-secrets.ts +78 -24
  31. package/templates/rover-pilot/deploy/scripts/helpers.ts +3 -0
  32. package/templates/rover-pilot/deploy/scripts/resolve-deploy-handles.ts +12 -3
  33. package/templates/rover-pilot/deploy/scripts/resolve-missing-images.ts +13 -0
  34. package/templates/rover-pilot/deploy/scripts/resolve-user-config.ts +63 -9
  35. package/templates/rover-pilot/deploy/scripts/sync-content-repo.ts +51 -47
  36. package/templates/rover-pilot/deploy/scripts/update-dns.ts +14 -4
  37. package/templates/rover-pilot/deploy/scripts/validate-secrets.ts +1 -1
  38. package/templates/rover-pilot/docs/onboarding-checklist.md +33 -13
  39. package/templates/rover-pilot/docs/operator-playbook.md +183 -10
  40. package/templates/rover-pilot/docs/user-onboarding.md +67 -332
  41. package/templates/rover-pilot/pilot.yaml +1 -1
  42. package/templates/rover-pilot/.kamal/hooks/pre-deploy +0 -9
  43. package/templates/rover-pilot/deploy/Dockerfile +0 -30
  44. package/templates/rover-pilot/deploy/kamal/deploy.yml +0 -40
@@ -0,0 +1,13 @@
1
+ import {
2
+ requireEnv,
3
+ runResolveMissingImages,
4
+ writeGitHubOutput,
5
+ } from "./helpers";
6
+
7
+ // The Build workflow's resolve step — the logic lives in @rizom/ops; this
8
+ // pilot repo only supplies its own paths and repository.
9
+ await runResolveMissingImages({
10
+ rootDir: process.cwd(),
11
+ imageRepository: `ghcr.io/${requireEnv("GITHUB_REPOSITORY")}`,
12
+ writeOutput: writeGitHubOutput,
13
+ });
@@ -1,6 +1,14 @@
1
1
  import { readFileSync } from "node:fs";
2
2
 
3
- import { parseEnvFile, requireEnv, writeGitHubOutput } from "./helpers";
3
+ import { loadPilotRegistry } from "@rizom/ops";
4
+
5
+ import {
6
+ parseEnvFile,
7
+ requireEnv,
8
+ sitePackagesFor,
9
+ siteImageTag,
10
+ writeGitHubOutput,
11
+ } from "./helpers";
4
12
 
5
13
  const handle = requireEnv("HANDLE");
6
14
  const envPath = `users/${handle}/.env`;
@@ -17,23 +25,44 @@ if (!brainDomain) {
17
25
  throw new Error(`Missing domain in ${brainYamlPath}`);
18
26
  }
19
27
 
20
- const zone =
21
- brainDomain.startsWith(`${handle}.`) && brainDomain.length > handle.length + 1
22
- ? brainDomain.slice(handle.length + 1)
23
- : "";
24
- if (!zone) {
25
- throw new Error(`Could not derive preview domain from ${brainDomain}`);
28
+ const registry = await loadPilotRegistry(process.cwd());
29
+ const user = registry.users.find((entry) => entry.handle === handle);
30
+ if (!user) {
31
+ throw new Error(`Unknown user handle: ${handle}`);
26
32
  }
27
- const previewDomain = `${handle}-preview.${zone}`;
33
+ const previewDomain = resolvePreviewDomain(
34
+ handle,
35
+ brainDomain,
36
+ registry.pilot.domainSuffix,
37
+ );
38
+ const wwwDomain = isFleetDomain(
39
+ handle,
40
+ brainDomain,
41
+ registry.pilot.domainSuffix,
42
+ )
43
+ ? ""
44
+ : `www.${brainDomain}`;
45
+
46
+ const brainVersion = envEntries["BRAIN_VERSION"] ?? "";
47
+
48
+ // The image tag is a pure function of this instance's own config: plain
49
+ // `brain-{version}` for a default instance, or its own `brain-{version}-sites-
50
+ // {hash}` when it declares a siteOverride. Resolved through the same helper the
51
+ // build uses so the tag we wait for and run matches exactly what was pushed.
52
+ const sitePackages = sitePackagesFor(user.siteOverride);
53
+ const imageTag = siteImageTag(brainVersion, sitePackages);
28
54
 
29
55
  const outputs: Record<string, string> = {
30
- brain_version: envEntries["BRAIN_VERSION"] ?? "",
56
+ brain_version: brainVersion,
31
57
  content_repo: envEntries["CONTENT_REPO"] ?? "",
32
58
  brain_domain: brainDomain,
33
59
  preview_domain: previewDomain,
60
+ www_domain: wwwDomain,
61
+ cloudflare_zone_id: user.cloudflareZoneId ?? process.env["CF_ZONE_ID"] ?? "",
34
62
  brain_yaml_path: brainYamlPath,
35
63
  instance_name: `rover-${handle}`,
36
64
  image_repository: `ghcr.io/${repository}`,
65
+ image_tag: imageTag,
37
66
  registry_username: repositoryOwner,
38
67
  };
39
68
 
@@ -47,3 +76,28 @@ for (const key of required) {
47
76
  for (const [key, value] of Object.entries(outputs)) {
48
77
  writeGitHubOutput(key, value);
49
78
  }
79
+
80
+ function resolvePreviewDomain(
81
+ userHandle: string,
82
+ domain: string,
83
+ pilotDomainSuffix: string,
84
+ ): string {
85
+ if (!isFleetDomain(userHandle, domain, pilotDomainSuffix)) {
86
+ return `preview.${domain}`;
87
+ }
88
+
89
+ const fleetZone = pilotDomainSuffix.replace(/^\./, "");
90
+ if (!fleetZone) {
91
+ throw new Error(`Could not derive preview domain from ${domain}`);
92
+ }
93
+
94
+ return `${userHandle}-preview.${fleetZone}`;
95
+ }
96
+
97
+ function isFleetDomain(
98
+ userHandle: string,
99
+ domain: string,
100
+ pilotDomainSuffix: string,
101
+ ): boolean {
102
+ return domain === `${userHandle}${pilotDomainSuffix}`;
103
+ }
@@ -5,53 +5,6 @@ import { dirname, join } from "node:path";
5
5
  import { execFileSync } from "node:child_process";
6
6
  import { readJsonResponse, requireEnv } from "./helpers";
7
7
 
8
- const handle = requireEnv("HANDLE");
9
- const contentRepo = requireEnv("CONTENT_REPO");
10
- const token = requireEnv("GIT_SYNC_TOKEN");
11
- const sourceDir = join("users", handle, "content");
12
-
13
- if (!existsSync(sourceDir)) {
14
- process.exit(0);
15
- }
16
-
17
- const { owner, repo } = parseRepoSlug(contentRepo);
18
- await ensureGitHubRepo({ owner, repo, token });
19
-
20
- const tempRoot = await mkdtemp(join(tmpdir(), "brains-ops-content-"));
21
- const checkoutDir = join(tempRoot, "repo");
22
- const remoteUrl = buildAuthenticatedRemoteUrl(owner, repo, token);
23
-
24
- runGit(["clone", remoteUrl, checkoutDir]);
25
- runGit(["-C", checkoutDir, "checkout", "-B", "main"]);
26
-
27
- const copiedFiles = await copyMissingFiles(sourceDir, checkoutDir);
28
- if (copiedFiles === 0) {
29
- process.exit(0);
30
- }
31
-
32
- runGit(["-C", checkoutDir, "config", "user.name", "brains-ops[bot]"]);
33
- runGit([
34
- "-C",
35
- checkoutDir,
36
- "config",
37
- "user.email",
38
- "41898282+github-actions[bot]@users.noreply.github.com",
39
- ]);
40
- runGit(["-C", checkoutDir, "add", "."]);
41
-
42
- if (hasNoStagedChanges(checkoutDir)) {
43
- process.exit(0);
44
- }
45
-
46
- runGit([
47
- "-C",
48
- checkoutDir,
49
- "commit",
50
- "-m",
51
- `chore(content): seed ${handle} anchor profile`,
52
- ]);
53
- runGit(["-C", checkoutDir, "push", "origin", "HEAD:main"]);
54
-
55
8
  const STALE_ANCHOR_PROFILE_MARKERS = [
56
9
  "name: Your Name Here",
57
10
  "Delete this and write your own",
@@ -68,6 +21,55 @@ interface GitHubRepoResponse {
68
21
  private?: boolean;
69
22
  }
70
23
 
24
+ async function main(): Promise<void> {
25
+ const handle = requireEnv("HANDLE");
26
+ const contentRepo = requireEnv("CONTENT_REPO");
27
+ const token = requireEnv("GIT_SYNC_TOKEN");
28
+ const sourceDir = join("users", handle, "content");
29
+
30
+ if (!existsSync(sourceDir)) {
31
+ return;
32
+ }
33
+
34
+ const { owner, repo } = parseRepoSlug(contentRepo);
35
+ await ensureGitHubRepo({ owner, repo, token });
36
+
37
+ const tempRoot = await mkdtemp(join(tmpdir(), "brains-ops-content-"));
38
+ const checkoutDir = join(tempRoot, "repo");
39
+ const remoteUrl = buildAuthenticatedRemoteUrl(owner, repo, token);
40
+
41
+ runGit(["clone", remoteUrl, checkoutDir]);
42
+ runGit(["-C", checkoutDir, "checkout", "-B", "main"]);
43
+
44
+ const copiedFiles = await copyMissingFiles(sourceDir, checkoutDir);
45
+ if (copiedFiles === 0) {
46
+ return;
47
+ }
48
+
49
+ runGit(["-C", checkoutDir, "config", "user.name", "brains-ops[bot]"]);
50
+ runGit([
51
+ "-C",
52
+ checkoutDir,
53
+ "config",
54
+ "user.email",
55
+ "41898282+github-actions[bot]@users.noreply.github.com",
56
+ ]);
57
+ runGit(["-C", checkoutDir, "add", "."]);
58
+
59
+ if (hasNoStagedChanges(checkoutDir)) {
60
+ return;
61
+ }
62
+
63
+ runGit([
64
+ "-C",
65
+ checkoutDir,
66
+ "commit",
67
+ "-m",
68
+ `chore(content): seed ${handle} anchor profile`,
69
+ ]);
70
+ runGit(["-C", checkoutDir, "push", "origin", "HEAD:main"]);
71
+ }
72
+
71
73
  async function ensureGitHubRepo(
72
74
  options: EnsureGitHubRepoOptions,
73
75
  ): Promise<void> {
@@ -177,3 +179,5 @@ function isStaleAnchorProfile(content: string): boolean {
177
179
  content.includes(marker),
178
180
  );
179
181
  }
182
+
183
+ await main();
@@ -16,8 +16,11 @@ interface CloudflareResult {
16
16
  result?: Array<{ id: string }>;
17
17
  }
18
18
 
19
- async function upsertRecord(name: string): Promise<void> {
20
- const lookupUrl = `${baseUrl}/zones/${zoneId}/dns_records?type=A&name=${encodeURIComponent(name)}`;
19
+ async function findRecordId(
20
+ name: string,
21
+ type: "A" | "CNAME",
22
+ ): Promise<string | undefined> {
23
+ const lookupUrl = `${baseUrl}/zones/${zoneId}/dns_records?type=${type}&name=${encodeURIComponent(name)}`;
21
24
  const lookup = await fetch(lookupUrl, { headers });
22
25
  const payload = (await readJsonResponse(
23
26
  lookup,
@@ -27,9 +30,16 @@ async function upsertRecord(name: string): Promise<void> {
27
30
  throw new Error(`Cloudflare DNS lookup failed: ${JSON.stringify(payload)}`);
28
31
  }
29
32
 
30
- const existing = payload.result?.[0];
33
+ return payload.result?.[0]?.id;
34
+ }
35
+
36
+ async function upsertRecord(name: string): Promise<void> {
37
+ // Prefer an existing A record. If the hostname currently has a CNAME,
38
+ // replace that CNAME in-place so deploys can claim legacy www aliases.
39
+ const existing =
40
+ (await findRecordId(name, "A")) ?? (await findRecordId(name, "CNAME"));
31
41
  const url = existing
32
- ? `${baseUrl}/zones/${zoneId}/dns_records/${existing.id}`
42
+ ? `${baseUrl}/zones/${zoneId}/dns_records/${existing}`
33
43
  : `${baseUrl}/zones/${zoneId}/dns_records`;
34
44
 
35
45
  const response = await fetch(url, {
@@ -4,7 +4,7 @@ import { parseEnvSchema } from "./helpers";
4
4
  const envSchemaPath = ".env.schema";
5
5
  const schema = parseEnvSchema(readFileSync(envSchemaPath, "utf8"));
6
6
  const requiredKeys = schema
7
- .filter((entry) => entry.required)
7
+ .filter((entry) => entry.required && entry.key !== "BWS_ACCESS_TOKEN")
8
8
  .map((entry) => entry.key);
9
9
 
10
10
  const missing: string[] = [];
@@ -4,23 +4,43 @@
4
4
  2. Run `bunx brains-ops age-key:bootstrap <repo> --push-to gh`.
5
5
  3. Fill in `pilot.yaml`.
6
6
  - keep your pinned `brainVersion`
7
- - confirm shared selectors for `aiApiKey`, `gitSyncToken`, and `mcpAuthToken`
7
+ - confirm shared selectors for `aiApiKey`, `gitSyncToken`, and `contentRepoAdminToken`
8
+ - use different tokens for `contentRepoAdminToken` and `gitSyncToken`: admin creates/checks content repos; sync is used by runtime directory-sync
8
9
  - confirm `agePublicKey`
9
- 4. Add or edit `users/<handle>.yaml`.
10
- - Discord is enabled by default for pilot users
11
- - if the user should be an anchor there, set `discord.anchorUserId` to their Discord user ID
12
- 5. Add the user to a cohort in `cohorts/*.yaml`.
10
+ 4. Run `bunx brains-ops user:add <repo> <handle> --cohort <cohort>`.
11
+ - Web chat is the primary interface; it needs no per-user setup beyond the passkey.
12
+ - `user:add` currently writes `discord: enabled: true`; set it to `false` unless the user's cohort actually uses Discord.
13
+ - if the user should be an anchor on Discord, add `--anchor-id <discord-user-id>`.
14
+ - the command creates `users/<handle>.yaml`, `users/<handle>.secrets.yaml`, and the cohort membership without duplicating existing entries.
15
+ 5. Edit the generated user file if the anchor profile needs richer metadata.
16
+ - Set `setup.delivery: email` and `setup.email` so the user gets the passkey setup email — this is the default onboarding path.
17
+ - For ATProto publishing, add `atproto.identifier` to the user file; put only `atprotoAppPassword` in the per-user secrets file.
18
+ - Ensure `SETUP_EMAIL_API_KEY` and `SETUP_EMAIL_FROM` exist as GitHub Secrets before deploying any email-setup user.
13
19
  6. Run `bunx brains-ops render <repo>`.
14
20
  7. Run `bunx brains-ops ssh-key:bootstrap <repo> --push-to gh`.
15
21
  8. Run `bunx brains-ops cert:bootstrap <repo> --push-to gh`.
16
- 9. Keep raw user secret material locally for now (`.env.local`, file-backed env vars, or equivalent local inputs).
22
+ 9. Keep raw user secret material locally for now (`.env.local`, file-backed env vars, or equivalent local inputs), including `CONTENT_REPO_ADMIN_TOKEN` for operator onboarding.
17
23
  10. Run `bunx brains-ops secrets:encrypt <repo> <handle>`.
18
24
  11. Commit and push `users/<handle>.secrets.yaml.age`.
19
25
  12. Run `bunx brains-ops onboard <repo> <handle>`.
20
- 13. Verify the deployed rover core contract:
21
- - `https://<handle>.rizom.ai/health` returns `200`
22
- - unauthenticated `POST https://<handle>.rizom.ai/mcp` returns `401`
23
- 14. For fleet upgrades, edit `pilot.yaml.brainVersion` and push once; CI rebuilds the shared image tag, refreshes generated user env files, and redeploys affected users.
24
- 15. Hand the Discord setup details to the user. If they need direct client access, also hand over the MCP connection details.
25
- 16. If you are also giving them a content repo workflow, describe it first as a normal git repo of markdown/text files; mention Obsidian only as an optional editor.
26
- 17. Send `docs/user-onboarding.md` to the user as the pilot handoff guide.
26
+ 13. Verify the deployed Rover contract:
27
+ - all presets:
28
+ - `https://<handle>.rizom.ai/health` returns `200`
29
+ - `https://<handle>.rizom.ai/chat` loads the web chat and accepts passkey sign-in
30
+ - `https://<handle>.rizom.ai/` loads the dashboard (or site surface on `default` preset)
31
+ - `https://<handle>.rizom.ai/cms` loads the CMS/login surface
32
+ - unauthenticated `POST https://<handle>.rizom.ai/mcp` returns the expected auth failure
33
+ - content repo exists and runtime sync is healthy
34
+ - background jobs are not repeatedly failing, except for expected missing optional integrations
35
+ - for `presetOverride: default` users:
36
+ - initial site build completes
37
+ 14. For fleet upgrades, edit `pilot.yaml.brainVersion` and push once; CI rebuilds the required default/site image tags, refreshes generated user env files, and redeploys affected users. Site overrides follow the user's effective brain version unless they declare an explicit exact `version` pin.
38
+ 15. Confirm the user received the setup email, registered their passkey, and can sign in to web chat at `https://<handle>.rizom.ai/chat`. That completes the default onboarding; everything below is per-cohort extras.
39
+ 16. Hand over the browser surfaces:
40
+ - Chat (primary): `https://<handle>.rizom.ai/chat`
41
+ - Dashboard: `https://<handle>.rizom.ai/`
42
+ - CMS: `https://<handle>.rizom.ai/cms`, plus GitHub token guidance if CMS editing is part of their cohort
43
+ 17. For Discord-enabled cohorts, hand the Discord setup details to the user as a secondary chat surface.
44
+ 18. If they need direct client access (MCP), use OAuth/passkey-capable clients where possible.
45
+ 19. If you are also giving them a content repo workflow, describe it as optional and frame git/Obsidian as an advanced file-based path, not the default.
46
+ 20. Send `docs/user-onboarding.md` to the user as the pilot handoff guide.
@@ -14,25 +14,42 @@ Treat these as checked-in deploy artifacts in the pilot repo:
14
14
  `.env.schema` is the single source of truth for required and sensitive deploy vars.
15
15
  The deploy scripts and workflows should read from that contract instead of inventing a second list.
16
16
 
17
- The shared pilot image tag is `brain-${brainVersion}`:
17
+ The default pilot image tag is `brain-${brainVersion}`:
18
18
 
19
- - build publishes `brain-${brainVersion}`
19
+ - build publishes `brain-${brainVersion}` for users without a site override
20
+ - a site override gets an isolated `brain-${brainVersion}-sites-${packageHash}` image
20
21
  - generated `users/<handle>/.env` carries `BRAIN_VERSION=<brainVersion>`
21
- - deploy sets `VERSION=brain-${brainVersion}`
22
+ - build and deploy derive the same effective image tag from the resolved registry
22
23
 
23
24
  ## Version bump flow
24
25
 
25
26
  When `pilot.yaml.brainVersion` changes and you push:
26
27
 
27
- 1. build publishes the new shared image tag
28
+ 1. build publishes the new default image and any required site images
28
29
  2. reconcile refreshes generated `users/<handle>/.env`
29
30
  3. deploy runs for handles whose generated config changed
30
31
  4. generated file commits happen once in a final aggregation step after the deploy matrix finishes
31
32
 
33
+ An omitted `siteOverride.version` follows the user's effective brain version, so a
34
+ cohort or pilot version bump advances its site and theme packages automatically.
35
+ Set an exact `siteOverride.version` only when that user needs a deliberate pin.
36
+
32
37
  When a push changes only deploy contract files and no generated `users/<handle>/.env` or `users/<handle>/brain.yaml` files, the deploy workflow exits through its explicit no-op path and prints `No affected user configs; skipping deploy.`
33
38
 
34
39
  They are scaffolded from `@rizom/ops`, then versioned in this repo like any other deploy contract.
35
40
 
41
+ ## Stale deploy lock recovery
42
+
43
+ Kamal intentionally leaves its remote deploy lock in place when a deployment is cancelled or interrupted. Confirm that no deployment for the user is still active before releasing the lock, then use the deploy workflow's explicit recovery input:
44
+
45
+ ```sh
46
+ gh workflow run Deploy --ref main \
47
+ -f handle=<handle> \
48
+ -f release_stale_lock=true
49
+ ```
50
+
51
+ Recovery is opt-in and scoped to one handle. Normal push, reconcile, and manual deploy runs never remove a lock automatically.
52
+
36
53
  ## Bootstrap flow
37
54
 
38
55
  For this fleet, operator-local secret material remains the source of truth during onboarding and rotation. The repo stores encrypted per-user secrets, not raw values.
@@ -60,15 +77,171 @@ When `@rizom/ops` changes the scaffolded deploy contract:
60
77
  3. review the resulting changes to `.env.schema`, `deploy/scripts/`, and workflows in git
61
78
  4. commit the updated deploy artifacts together
62
79
 
63
- ## Rover-core verification notes
80
+ ## Rover verification notes
81
+
82
+ Use the verification script after deploy:
64
83
 
65
- Rover core is MCP-only. Do not expect the bare domain to serve a website.
84
+ ```sh
85
+ bunx brains-ops verify-user . <handle>
86
+ ```
66
87
 
67
- Use these checks after deploy:
88
+ It checks every Rover preset:
68
89
 
69
90
  - `https://<handle>.rizom.ai/health` should return `200`
70
- - unauthenticated `POST https://<handle>.rizom.ai/mcp` should return `401 Unauthorized: Bearer token required`
71
- - a bare `GET /` may also return `401`; that is expected for rover core and does not indicate a bad deploy
91
+ - unauthenticated `POST https://<handle>.rizom.ai/mcp` should return the expected auth failure
92
+ - background jobs should not be repeatedly failing, except for expected missing optional integrations
93
+
94
+ Additional `rover:core` note:
95
+
96
+ - Rover core is MCP-only; a bare `GET /` may return `401`, which does not indicate a bad deploy.
97
+
98
+ For `preset: default`, the script also checks:
99
+
100
+ - `https://<handle>.rizom.ai/` loads the browser/site surface
101
+ - `https://<handle>.rizom.ai/cms` loads the CMS/login surface
102
+
103
+ Manual checks that remain:
104
+
105
+ - initial site build is correct for the expected content/theme
106
+ - content repo exists and runtime sync is healthy beyond the basic `/health` response
107
+ - passkey setup/handoff is completed from the setup email
108
+
109
+ ## One-user `rover:default` baseline canary
110
+
111
+ Run this before adding custom site/theme packages or rolling a larger browser/CMS-first cohort.
112
+
113
+ 1. Create or choose a canary cohort with the default preset:
114
+
115
+ ```yaml
116
+ presetOverride: default
117
+ ```
118
+
119
+ 2. Add exactly one canary user to that cohort.
120
+ 3. For browser/CMS-first onboarding, configure setup email in `users/<handle>.yaml`:
121
+
122
+ ```yaml
123
+ setup:
124
+ delivery: email
125
+ email: user@example.com
126
+ ```
127
+
128
+ 4. Encrypt the user's secrets and commit only the `.age` file.
129
+ 5. Run `bunx brains-ops onboard . <handle>`.
130
+ 6. Run `bunx brains-ops verify-user . <handle>` with no custom site/theme overrides.
131
+ 7. Ask the user to complete passkey setup from the setup email.
132
+ 8. Continue to visual customization only after the canary is healthy.
133
+
134
+ Rollback:
135
+
136
+ - move the canary back to a core cohort, or remove `presetOverride: default` from the cohort
137
+ - reconcile generated outputs
138
+ - rebuild/redeploy the affected user
139
+
140
+ ## Hosted site and theme package contract
141
+
142
+ Start with the public [site mockup migration guide](https://github.com/rizom-ai/brains/blob/main/docs/site-mockup-migration.md), then apply these hosted-fleet requirements:
143
+
144
+ - A site package must default-export a valid `SitePackage` and use documented public APIs such as `@rizom/brain/site`.
145
+ - A theme package must default-export its CSS as a string. Hosted custom themes currently use the `@rizom/*` scope so the fleet image installs them with the site package; `@brains/*` themes are bundled with `@rizom/brain`.
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+ - Site and custom theme packages must be public npm packages that install without registry credentials.
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+ - Publish packages at the same exact version as the compatible `@rizom/brain` release. Hosted configuration resolves package names plus the effective version into exact npm refs.
148
+ - Keep site structure and theme CSS in separate packages. Do not put private content or secrets in either package.
149
+
150
+ Configure a user in `users/<handle>.yaml`:
151
+
152
+ ```yaml
153
+ siteOverride:
154
+ package: "@rizom/site-example"
155
+ theme: "@rizom/theme-example"
156
+ # version: <exact-brain-version> # optional deliberate pin
157
+ ```
158
+
159
+ When `version` is omitted, it defaults to the user's effective brain version
160
+ (cohort override first, then `pilot.yaml.brainVersion`). A site override produces
161
+ an isolated per-instance image; it never changes the fleet's shared default
162
+ image.
163
+
164
+ ### Custom-package canary and rollback
165
+
166
+ 1. Confirm the exact site/theme versions are public-installable without npm credentials.
167
+ 2. Apply the package names to one healthy `rover:default` canary.
168
+ 3. Reconcile the canary, push the generated output, and let build/deploy create its site image.
169
+ 4. Run `bunx brains-ops verify-user . <handle>`.
170
+ 5. Manually verify the site, theme, CMS, content sync, and passkey sign-in before adding more users.
171
+
172
+ To roll back, remove or change `siteOverride`, reconcile, and redeploy that user.
173
+ The default image and other users remain untouched.
174
+
175
+ ## Setup email checklist
176
+
177
+ Use this for browser/CMS-first users who should receive their own first-passkey setup link by email.
178
+
179
+ 1. Add setup delivery to the user file:
180
+
181
+ ```yaml
182
+ setup:
183
+ delivery: email
184
+ email: user@example.com
185
+ ```
186
+
187
+ 2. Configure these GitHub Secrets before deploy:
188
+ - `SETUP_EMAIL_API_KEY`
189
+ - `SETUP_EMAIL_FROM`
190
+
191
+ 3. Reconcile/deploy the user or cohort:
192
+ - `bunx brains-ops onboard . <handle>`
193
+ - or `bunx brains-ops reconcile-cohort . <cohort>`
194
+
195
+ 4. Verify the generated `users/<handle>/brain.yaml` contains `auth-service.setupEmail` and `email-resend` config.
196
+ 5. Ask the user to complete passkey setup from the email link, then use:
197
+ - Dashboard: `https://<handle>.rizom.ai/`
198
+ - CMS: `https://<handle>.rizom.ai/cms`
199
+
200
+ Notes:
201
+
202
+ - The setup URL is generated and sent by the running brain; operators should not scrape logs or SSH into the instance to retrieve it.
203
+ - The auth service owns setup email dedupe. It should not resend for the same persisted setup token after restart, but should retry failed delivery and resend after token rotation.
204
+ - `SETUP_EMAIL_FROM` is not marked required because fleets without email setup can omit it, but it is required for users with `setup.delivery: email`.
205
+
206
+ ## AT Protocol smoke/config checklist
207
+
208
+ Use this when enabling AT Protocol publishing for a single pilot user.
209
+
210
+ 1. Add the public PDS identifier to the user file. Prefer the account DID as
211
+ the identifier — it survives handle changes. Add `accountDid` too when the
212
+ member wants their handle verified against their subdomain
213
+ (`@<handle>.<domainSuffix>`): the brain then serves it at
214
+ `/.well-known/atproto-did` and Bluesky's "I have my own domain" HTTP
215
+ verification passes with no DNS records.
216
+
217
+ ```yaml
218
+ atproto:
219
+ identifier: did:plc:example123
220
+ accountDid: did:plc:example123
221
+ ```
222
+
223
+ Only for the PDS account designated by the protocol authority's `_lexicon`
224
+ DNS TXT record, also set `lexiconAuthority: true`. Every other fleet user
225
+ must omit it.
226
+
227
+ 2. Put the app password in `users/<handle>.secrets.yaml`:
228
+
229
+ ```yaml
230
+ atprotoAppPassword: <app-password>
231
+ ```
232
+
233
+ 3. Encrypt the per-user secret payload:
234
+ - `bunx brains-ops secrets:encrypt . <handle>`
235
+ 4. Reconcile/deploy the user or cohort:
236
+ - `bunx brains-ops onboard . <handle>`
237
+ - or `bunx brains-ops reconcile-cohort . <cohort>`
238
+ 5. Verify the generated `users/<handle>/brain.yaml` contains `plugins.atproto.identifier` (plus `accountDid` and `lexiconAuthority` when configured) and `appPassword: ${ATPROTO_APP_PASSWORD}`.
239
+
240
+ Notes:
241
+
242
+ - The ATProto identifier and authority flag are public instance config and belong in `users/<handle>.yaml`. Only the DNS-designated authority account may set `lexiconAuthority: true`.
243
+ - The ATProto app password is secret and belongs only in the encrypted per-user secret payload.
244
+ - For smoke deployments, pin only the smoke cohort/user to the released brain version that contains ATProto support.
72
245
 
73
246
  ## Discord bot token checklist
74
247
 
@@ -97,7 +270,7 @@ Notes:
97
270
  - Do not reuse the same Discord bot token across multiple pilot users.
98
271
  - Discord is the default pilot interface moving forward.
99
272
  - The encrypted `users/<handle>.secrets.yaml.age` file is the durable checked-in deploy input; your local env is only the operator staging source.
100
- - MCP is optional and mainly for direct client access or specific testing workflows.
273
+ - Direct MCP client access should use OAuth/passkey-capable clients where possible.
101
274
  - When explaining the content workflow, describe it first as a normal **git repo** of **markdown/text files**.
102
275
  - Position **Obsidian** as optional: it is just one possible editor for those same files, not the default requirement.
103
276