docs(adr): 0004 installation lifecycle — Makefile venv install, dormant install, sanctioned teardown
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# 4. Installation lifecycle: Makefile-delivered venv, dormant install, sanctioned teardown
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## Status
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Accepted — resolves [Define installation, upgrade, and removal behavior](https://git.bongbetic.com/xavierk/Fenris/issues/9) on the [Wayfinder map](https://git.bongbetic.com/xavierk/Fenris/issues/1).
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## Context
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Fenris runs today from the source checkout (`fenris.py`, `fenris.sh`, `data/`): code, state, and control all live relative to wherever the checkout sits. The redesign fixes system artifacts — helpers in `/usr/libexec/fenris` ([ADR 0003](0003-service-lifecycle-and-sanctioned-toggle.md)), the observation store at `/var/lib/fenris/observations.db` ([ADR 0001](0001-observation-store-sqlite.md)), configuration at `/etc/fenris/fenris.conf` ([ADR 0003](0003-service-lifecycle-and-sanctioned-toggle.md)), Textual on Python 3.9+ ([framework decision](https://git.bongbetic.com/xavierk/Fenris/issues/6)) — but nothing says how those artifacts are delivered, upgraded, or removed, or what happens when the checkout moves or disappears.
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## Decision
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1. **Delivery.** `sudo make install` builds a wheel from the checkout and installs it, with pinned dependencies, into a dedicated Fenris-owned venv at `/opt/fenris`; a `/usr/local/bin/fenris` wrapper makes the unprivileged TUI/CLI a PATH command. The checkout is build-time input only: after install, nothing references it.
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2. **Layout and manifest.** Units in `/etc/systemd/system` (`fenris-collect.{timer,service}`, [ADR 0003](0003-service-lifecycle-and-sanctioned-toggle.md)); helpers in `/usr/libexec/fenris`; polkit policy in `/usr/share/polkit-1/actions/`; configuration and observation store in their ADR-fixed locations. The installer records every file it places in an explicit manifest consumed by upgrade and uninstall.
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3. **Privilege.** One root installer (`sudo make install`); at runtime, elevation is exclusively polkit (`auth_admin`, `fenris-monitor` only, [ADR 0003](0003-service-lifecycle-and-sanctioned-toggle.md)). The installer never enables or starts units.
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4. **Dormant install.** A fresh install is fully dormant: units present but disabled, nothing running, no monitoring period. The only opt-in is the sanctioned toggle (`fenris monitor resume [--now]`, or the first-run TUI prompt), which enables the timer and opens the first period in one step.
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5. **Legacy import.** The installer detects `./data/history.jsonl` beside the source (or accepts an explicit path), runs [ADR 0001](0001-observation-store-sqlite.md)'s idempotent single-transaction import, and reports imported counts — existing observations never depend on checkout survival. `fenris import <path>` remains available for later finds.
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6. **Upgrade.** `sudo make upgrade` builds and installs the new wheel into the same venv, syncs units and polkit against the manifest (`daemon-reload`; restart the timer only if unit contents changed and it is active — safe with `Persistent=no`), leaves timer state untouched, and never kills an in-flight collection run: a running oneshot finishes on its mapped interpreter, so at worst one old-code run completes to the store and the next run uses the new code. It then applies forward-only observation-store schema migrations governed by a `schema_version` table. `/var/lib/fenris` is never rebuilt.
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7. **Rollback.** Best-effort by design: before migrations run, the installer snapshots `observations.db` to a one-generation `observations.db.bak`; rollback means reinstalling the previous version and restoring the backup. Automatic schema downgrade is explicitly unsupported.
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8. **Removal.** `make uninstall` first performs the sanctioned disable (`fenris-monitor disable --now`) so an open monitoring period closes `user_disabled` — removal is deliberate, and only the sanctioned path records intent — then stops and disables the units and removes the venv, helpers, units, polkit policy, and wrapper, **keeping** `/etc/fenris` and the observation store. `make purge` additionally removes configuration and store. Journal entries age out naturally.
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9. **Dependencies.** Exact pins in a committed lockfile; install and upgrade both install from it. Refreshing pins is an explicit developer step (`make update-deps`, committed), never a side effect of installing.
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10. **Scaffolding and floor.** The installer creates `/var/lib/fenris` with [ADR 0001](0001-observation-store-sqlite.md)'s root-written group-read permissions and verifies `python3 ≥ 3.9`, failing cleanly otherwise — the Textual contingency becomes an install-time gate rather than a runtime crash. The database file itself is created lazily by the first write, so "no observations yet" remains a real state the TUI can greet.
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## Consequences
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- Installed Fenris survives checkout deletion; the checkout is only where builds happen.
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- Teardown preserves monitoring-period semantics: deliberate removal excludes the uninstalled span from the usage habit instead of leaving it as unknown-inside.
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- Installs are reproducible; dependency drift cannot ride in on an upgrade.
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- Reinstall after uninstall resumes from the preserved observation store; only purge erases history.
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- Rollback support is exactly one generation deep, no further.
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- The README documents install, upgrade, uninstall/purge, and legacy import alongside [ADR 0003](0003-service-lifecycle-and-sanctioned-toggle.md)'s menu-successor mapping.
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