- docs/spec/release-packaging.md: decision-complete spec — compat matrix, Gitea 1.27.1 registry channel, nfpm toolchain, signing/key policy, release mechanics, package layout/ownership, maintainer-script contracts, initial config, make-install migration runbook. - docs/adr/0007: package delivery amends ADR 0004 (delivery/ownership only; runtime semantics inherited verbatim). 0004 status updated. - docs/research/: toolchain, gitea-registry, obs findings merged from research branches (assets of map tickets #34/#35/#36). - CONTEXT.md: Release + Rollback glossary terms (ticket #43).
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# Fenris release and packaging specification
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**Status: decision-complete.** Assembled by [Task: Compose release spec + ADR amending 0004](https://git.bongbetic.com/xavierk/Fenris/issues/42) from the closed tickets of the Wayfinder map [Fenris deb + rpm release plan](https://git.bongbetic.com/xavierk/Fenris/issues/33). This document is normative for the follow-up **execution effort** that builds and publishes packages; no packages are built here.
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**Canonical roles.** [ADR 0007](../adr/0007-package-delivery-amends-0004.md) records the lifecycle rationale (amending [ADR 0004](../adr/0004-install-upgrade-removal-lifecycle.md)); this document restates the **operative contracts** — compat matrix, channel, toolchain, signing, release mechanics, package layout, maintainer-script behavior, migration — so the executing effort never needs Wayfinder-ticket access. Runtime semantics come from [ADRs 0001–0006](../adr/) and the [redesign specification](fenris-redesign.md) verbatim; nothing here overrides them. Terminology follows the glossary in [`CONTEXT.md`](../../CONTEXT.md), including *Release* and *Rollback*.
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**Binding language.** *Must*, *exactly*, and *never* are normative.
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## 1. Compatibility matrix
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| Target | Version | Format | Registry placement |
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|---|---|---|---|
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| Debian 12 (bookworm) | — | deb | `debian/pool/bookworm/main` |
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| Ubuntu 22.04 (jammy) | — | deb | `debian/pool/jammy/main` |
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| Ubuntu 24.04 (noble) | — | deb | `debian/pool/noble/main` |
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| Fedora 40+ | every release | rpm | `rpm/fenris` group |
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- Architecture: **x86_64 only** (arm64 only if real ARM hardware appears — map fog).
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- Dependencies are vendored in a bundled venv for every target: Debian 12 and Ubuntu 22.04/24.04 ship `python3-textual` 0.1.13, far below the floor; Fedora 40+ ships ≥ 0.48 but below the pin ([toolchain research](../research/deb-rpm-toolchain.md)). No distro `python3-textual` dependency ever enters package metadata.
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- Package metadata `depends:`/`Requires:` are exactly `python3 (>= 3.10)`, `smartmontools`, `systemd` — the Python floor is 3.10 (oldest supported distro interpreter, Ubuntu 22.04), bumping ADR 0004 §10's 3.9 gate for packages; `make install` keeps the checkout's floor.
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- The bundled venv is staged with `python3 -m venv --copies` at `/opt/fenris`: shebangs point at the fixed absolute `/opt/fenris/bin/python`, and the stdlib still comes from the host interpreter, which is why `python3 (>= 3.10)` is a hard dependency.
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## 2. Distribution channel
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- **Channel:** the self-hosted Gitea 1.27.1 package registry at `git.bongbetic.com`, owner public for anonymous consumers ([registry research](../research/gitea-package-registry.md); [OBS rejected](../research/obs-route.md)).
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- **Single channel.** No stable/testing split — deferred until external users ask to track pre-release builds (map fog). Every published version is retained indefinitely (registry has no REST cleanup; republishing a filename is a 409).
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- **deb publication:** one deb artifact PUT to each codename pool — `PUT /api/packages/{owner}/debian/pool/{bookworm|jammy|noble}/main/upload`.
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- **rpm publication:** one rpm artifact PUT to the single `fenris` group — `PUT /api/packages/{owner}/rpm/fenris/upload` — serving Fedora 40+ collectively.
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- **Consumer setup (install docs, normative):**
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- apt: keyring file from `…/debian/repository.key` via `signed-by`, one sources line per distribution, instance Debian Registry Key **fingerprint printed beside the curl one-liner** (TOFU hardening).
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- dnf: `dnf config-manager --add-repo <raw-url of packaging/fenris.repo>` — the in-repo, Fenris-owned `.repo` with `gpgkey` pointing at the published packaging key and `repo_gpgcheck=0`. **Gitea's auto-generated `.repo` is never mentioned in docs**: it sets `gpgcheck=1` against the instance auto-key, which never signed our rpm payload — a trap that breaks installs.
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## 3. Build toolchain
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- **nfpm** for both formats from a single `packaging/nfpm.yaml` — one config, `overrides:` for per-format deltas, two invocations (`nfpm pkg -p deb`, `nfpm pkg -p rpm`). fpm is dropped entirely (CLI-flag config drifts); no hand rpm spec; dh-virtualenv is deb-only and dormant since 2020.
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- **Single source of truth:** version injected from `pyproject.toml`; file lists generated by a staging script (venv `--copies` → `/opt/fenris` tree, plus wrapper, helpers, units, polkit policy, sysusers/tmpfiles fragments) referenced by `nfpm.yaml` as a `type: tree` content entry — no hand-maintained file lists.
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- **Entry point:** `make package` → `dist/fenris_<v>_amd64.deb` + `dist/fenris-<v>-1.x86_64.rpm`.
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- **Version scheme:** `<pyproject-version>-1` in both formats; a rebuild of the same upstream version bumps the revision (`-2`, `-3`, …) — the same filename is never re-PUT (registry 409s duplicates).
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- **Authoring `nfpm.yaml`, the staging script, and the workflow file is execution** — deliberately not part of the decision map. The [toolchain research doc](../research/deb-rpm-toolchain.md) sketches the pipeline.
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## 4. Signing and key policy
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- **RPM payload: signed.** rpmsign with the dedicated packaging key, wired through the nfpm config. This is required, not optional: it is the only working dnf-native verification path.
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- **deb: unsigned.** apt never verifies payload signatures; trust = instance-signed `InRelease` (signed-by keyring) + TLS + Acquire-By-Hash. Manual-download integrity is covered by SHA256SUMS.
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- **SHA256SUMS: clearsigned** with the packaging key — the trust anchor for manually downloaded release assets, independent of TLS.
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- **Packaging key:** single dedicated key, RSA 3072, UID `Fenris Packaging <packaging@bongbetic.com>`, 2-year expiry, no master/subkey hierarchy (single maintainer, manual builds). Private key lives in the password manager only; each release does import → sign → delete — nothing permanent on any build host.
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- **Public key publication:** in-repo `packaging/keys/fenris-packaging.asc` (raw URL doubles as the `.repo` gpgkey target), release notes, docs page. No keyservers — TOFU-over-TLS.
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- **Rotation (outline):** new key published alongside old; rpm signed with the new key; `fenris.repo` gpgkey lists both URLs (dnf accepts multiple); old key dropped after one release cycle. Procedure details stay in map fog.
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## 5. Release mechanics
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- **A Release is:** a version tag, its packages in the channel, a Gitea release entry with notes, and a clearsigned SHA256SUMS — all together. **Bare tags are forbidden** (tag without packages + release entry is not a Release).
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- **Cadence: on-demand.** Tag when user-visible changes or fixes accumulate; no calendar, no empty releases, no frequency SLA, no RC ceremony — fixes ship as a revision bump of the current version.
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- **Versioning: plain semver.** Major = breaking CLI/config/unit change; store schema changes ride the natural bump (the forward-only refusal handles old-reader/new-store).
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- **Promotion flow:** tag → `make release` (manual: `make package` + rpmsign + registry PUTs + attach `.deb`, `.rpm`, `SHA256SUMS` to the release entry).
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- **Rollback:** installing an older package over a newer store is **unsupported** — the store's forward-only version refusal fails it by design. Documented rollback = restore the observation-store snapshot, then install the old Release. No automatic downgrade machinery exists or will be built.
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- **CI:** no runners are registered on the instance today ([Actions runner research](https://git.bongbetic.com/xavierk/Fenris/issues/37)), so the manual flow above is primary. A dormant `.gitea/workflows/release.yml` (`on: push: tags: ['v*']`, single job, host-mode runner) is committed alongside; if it fires, it replicates `make release`. Cheapest future upgrade: one `act_runner` static binary in host-label mode on the existing Gitea host.
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## 6. Package layout and ownership
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Per [ADR 0007](../adr/0007-package-delivery-amends-0004.md) §2 — the dpkg/rpm database is the manifest; no `manifest.txt` ships:
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| Artifact | Location | Ownership |
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|---|---|---|
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| Bundled venv | `/opt/fenris` | package (tree) |
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| Wrapper | `/usr/bin/fenris` | package |
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| Helpers | `/usr/libexec/fenris/{fenris-monitor,fenris-collect}` | package — exactly these two, no new polkit-reachable binaries |
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| Units | `/usr/lib/systemd/system/fenris-collect.{timer,service}` | package (vendor placement; `/etc/systemd/system` is admin-only) |
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| Polkit policy | `/usr/share/polkit-1/actions/com.bongbetic.fenris.monitor.policy` | package |
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| sysusers fragment | `/usr/lib/sysusers.d/fenris.conf` (`g fenris -`) | package |
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| tmpfiles fragment | `/usr/lib/tmpfiles.d/fenris.conf` (`d /var/lib/fenris 2750 root fenris -`) | package |
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| Configuration | `/etc/fenris/fenris.conf` | package as conffile / `%config(noreplace)` — placeholder-commented default, no active selector |
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| Observation store | `/var/lib/fenris/observations.db` (+ WAL, `.bak`) | **never owned, never ghosted** — the package owns the directory only |
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## 7. Maintainer-script contracts
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- **preinst / %pre:** abort with a pointer to the migration runbook (§9) if `/var/lib/fenris/manifest.txt` **or** `/etc/systemd/system/fenris-collect.timer` exists (dual marker covers pre-manifest make installs). No auto-clean — scripts never delete files outside the package DB.
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- **postinst / %post (install):** `systemd-sysusers`, `systemd-tmpfiles --create`, `systemctl daemon-reload`. Nothing else — no enable, no preset, no start; no preset file ships.
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- **postinst / %post (upgrade):** snapshot `observations.db` → `.bak` (one generation) → forward-only schema migration via inline `/opt/fenris/bin/python3 -c "…migrate_to_latest…"` → `daemon-reload` → restart `fenris-collect.timer` only if unit contents changed **and** it is active. `/var/lib/fenris` is never rebuilt; an in-flight oneshot finishes on its old interpreter.
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- **prerm / %preun:** sanctioned disable (`fenris-monitor disable --now`, closing the monitoring period `user_disabled`) on remove/erase **only, never on upgrade** — deb prerm upgrade case is a no-op; rpm `%preun` gated on `$1 -eq 0`.
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- **Removal mapping:** deb `remove` ≈ `make uninstall` (conffile + store survive); deb `purge` ≈ `make purge` (+ `.bak`, group cleanup); rpm erase ≈ `make uninstall` (unmodified config removed, modified survives as `.rpmsave`); rpm purge = documented manual command.
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## 8. Initial configuration
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- The device selector is **entered by hand**: root edits `/etc/fenris/fenris.conf` (world-readable, exactly one key per [ADR 0003](../adr/0003-service-lifecycle-and-sanctioned-toggle.md) §3). The shipped default is placeholder-commented and carries no active selector — a fresh install reads as a `configuration error`-free dormant system until the first `fenris monitor resume` + edit, exactly the dormant-install contract.
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- No configuration verb is added to `fenris-monitor`; the polkit surface stays at one binary. (This resolves the open item from [Package ownership + ADR 0004 amendment](https://git.bongbetic.com/xavierk/Fenris/issues/40): nothing in any delivery writes the selector — `make install` never wrote `fenris.conf` either; hand-editing has been the model since ADR 0003.)
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- On upgrade, local edits survive; a changed package default lands as `.dpkg-new` / `.rpmnew`.
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## 9. Migration from make-install systems
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- **Runbook only** — no migration script, no auto-clean. Population is author machines plus a few testers; store and config survive by path continuity.
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- **Remove-then-install, mandatory:** `sudo make uninstall` (preserves store + `/etc/fenris`) → `apt install fenris` / `dnf install fenris`. **Over-install is forbidden:** stale `/etc/systemd/system/fenris-collect.*` silently shadows vendor units (systemd precedence), `/usr/local/bin/fenris` shadows `/usr/bin/fenris` on PATH.
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- **No-move continuity:** `/var/lib/fenris` untouched; existing `fenris` group → sysusers no-op; existing dir → tmpfiles no-op; hand-written `fenris.conf` survives (dpkg ships the default as `.dpkg-new`; rpm as `.rpmnew`); store schema caught up by the upgrade-path migration.
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- **Reset-to-dormant:** `make uninstall`'s sanctioned disable closes the open period `user_disabled`; after migration the user opts back in with `fenris monitor resume` — one ≤15-min sample gap, honest against the endurance timeline.
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- **Mutual exclusion:** package and `make install` never on the same machine. The dev loop is checkout + `make test`; a dev-local install mode stays in map fog.
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## 10. Out of scope
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- Building and publishing packages (the follow-up execution effort).
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- Snap/Flatpak/AppImage/Homebrew, PyPI as an install path.
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- Stable/testing channel split, COPR/PPA fallback, arm64 — map fog until demand appears.
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---
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*Assembled from [Lock channel + toolchain](https://git.bongbetic.com/xavierk/Fenris/issues/38), [Signing + key policy](https://git.bongbetic.com/xavierk/Fenris/issues/39), [Package ownership + ADR 0004 amendment](https://git.bongbetic.com/xavierk/Fenris/issues/40), [Migration path from make-install systems to packages](https://git.bongbetic.com/xavierk/Fenris/issues/41), [Release cadence + stable/testing channel split](https://git.bongbetic.com/xavierk/Fenris/issues/43), [Actions runner availability](https://git.bongbetic.com/xavierk/Fenris/issues/37), and the research tickets [deb + rpm packaging toolchain](https://git.bongbetic.com/xavierk/Fenris/issues/34), [Gitea 1.27 package registry feasibility](https://git.bongbetic.com/xavierk/Fenris/issues/35), [OBS route](https://git.bongbetic.com/xavierk/Fenris/issues/36).*
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