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# Workflow system execution
Source: [`../workflow-discovery.md`](../workflow-discovery.md)
The declarative workflow core is complete; pilots remain. This file is the
living handoff for operational constraints and external gates; implementation
history is available in Git.
## Activation boundary
Only the user may switch or activate configurations. Agents must not run
`nixos-rebuild switch`, Home Manager activation, or an equivalent command that
changes the active generation. Evaluation and builds are allowed; after a
successful build, provide the exact activation command and wait for the user.
This boundary includes changes described as user-level, harmless, temporary, or
necessary for live verification. A direct Home Manager activation previously
restarted Kitty and closed the user's terminal session.
## Execution discipline
- Advance all safe independent work before asking the user to act.
- Batch declarative changes behind user-controlled activation.
- Consolidate empirical, credential, hardware, and approval gates only after no
autonomous work remains.
- Keep repositories and worktrees outside `~/sync`; synchronize authored
artifacts instead.
- Keep GitHub and other repository remotes strictly read-only.
- Treat Yookr production source as read-only. Dev-tooling changes are allowed;
`yookr-workbench` is the only repository whose own source may be changed for
these pilots.
## Current checkpoint
- State: declarative core complete and active; pilots remain.
- Branch: `chore/workflow-system`.
- Validation: `nix flake check --no-build --quiet`, all three no-link system
builds, generated Zenith and Polaris Niri validation, and all six companion
flake evaluations passed on 2026-09-06. The updated data-science shell exposes
Python 3.14.7 and its full project check passes. The expected dirty-tree and
unknown `modules` warnings were emitted.
- Live state: Walker project and terminal actions, daily notes, stable web apps,
Evolution D-Bus activation, the Zenith VPN, invocation-scoped GitHub and
Context7 credentials, Pinta, and Orion transcription passed their completed
pilots. The corrected Actual, WhatsApp, and Outlook launchers all started
successfully. The labeled RabbitMQ test/live bookmarks are present, and the
invocation-scoped test overview and queue listing passed. Test API login,
Yookr administrator read, rules read, aggregation login, and management health
passed. Account login plus a raw-token management user read also passed.
The approved user-key SOPS authority now contains active credentials and ten
provenance-preserving archive namespaces. Its workbench exports passed a test
API login, RabbitMQ overview, MySQL test/live `SELECT 1`, MongoDB test/live
`ping`, and read-only Irristaud object-storage listing.
## Active pilot gates
These gates do not block work on each other.
- Activate the pending Neovim configuration, explicitly authorize the changed
workbench `.envrc`, and confirm Dadbod shows the four centralized test/live
connections. Create a Marimo-to-HTML report only when a concrete cross-system
investigation gives it durable value.
- Keep Bruno, DBeaver, and PIM clients until their separate pilots decide them.
- Wait for a real Monday ticket before adding anything beyond native GitHub,
Herdr, Git, and worktree workflows. Issue 197 is selected, but this Codex
session is outside Herdr and cannot safely control the pilot.
The Herdr pilot passes only when short, long, and approval-blocked sessions have
accurate attention state; detach and reattach preserve output; one Claude or Pi
fallback works; and each completed event produces exactly one notification.
Create two independently writing, non-overlapping task worktrees under
`~/dev/work/.worktrees/<repository>/<branch-slug>`, explicitly authorize each
`.envrc`, and confirm paths are predictable, dirty removal is refused, and the
branches remain for review. If a component fails, fall back independently to
native agent sessions and Codex TUI notifications or native
`git worktree add/list/remove`; do not add a wrapper or Worktrunk yet.
## Deferred pilots
- During a docked Zenith session, capture the external display's stable identity
and test the two-output `Super+A` exchange. The current recorded session exposed
only `eDP-1`.
- Resume Evolution only when the user chooses to configure the personal,
old-personal, university, work, and Radicale accounts. Keep Thunderbird and
Outlook until the daily-use gate passes.
- On Android, complete the DAVx5/Radicale and Tasks.org pilots, including default
accounts, recurrence, reminders, and Microsoft To Do within documented limits.
- Do not replicate the workstation workflow on Polaris until the user resumes
the procedure below.
The Niri pilot is two-output-only. It passes when the active workspaces exchange
physical outputs, both arrivals are active, original names are preserved, and
focus returns to the original physical output. Any temporary names must be
collision-free and restored on success or failure; missing output or workspace
state must leave the session unchanged. Keep the helper only after repeated
reliable swaps with an acceptable visible transition.
## Deferred Polaris replication
Do not access or test Polaris unless the user resumes this deferred replication.
Zenith's result remains representative meanwhile.
1. Activate this NixOS configuration so `networkmanager-openvpn` is installed.
2. Restrict `~/sync/yookr-vpn.ovpn` to mode 0600.
3. Import it with `nmcli connection import type openvpn file ~/sync/yookr-vpn.ovpn`.
4. Rename the connection to `Yookr VPN`, disable autoconnect, and add
`data-ciphers=AES-256-CBC`.
5. Connect with `nmcli connection up "Yookr VPN"`.
6. Create mode-0600 `~/.config/yookr/github-read-only.token` without a trailing
newline, then verify a new shell can run
`gh project list --owner yookrdev`.
7. Create mode-0600 `~/.config/context7/api-key` without a trailing newline,
restart Codex after activation, and run one Context7 lookup.
Replication passes only when the VPN has the expected route and DNS behavior,
reaches a test service, reconnects after disconnect and suspend, and survives a
reboot without autoconnecting. The two credential files must remain mode 0600;
the fresh-shell GitHub read and restarted-Codex Context7 lookup must both work.
## Durable implementation decisions
- Active work repositories live under `~/dev/work`, archives under `.archive`,
and worktrees under `.worktrees`. Repository trees never enter Syncthing.
- Participating repositories expose non-mutating direnv shells, minimal flake
checks, native commands through `just`, concise `AGENTS.md`, and machine-local
credential inputs.
- `yookr-data-science/conf/local/credentials.yml` is an approved narrow
application-owned exception to the external credential-file default: Kedro's
named credential dataset resolves it from the native ignored `conf/local`
hierarchy. Keep it untracked and mode 0600.
- `yookr-data-science` follows ordinary `nixos-unstable`, like the other
companion repositories; it needs no `devenv-nixpkgs` compatibility input.
- `yookr-workbench` starts with cross-system work only; isolation and additional
tools wait for observed needs. Its one API environment catalogue covers the
Yookr, rules, aggregation, and management APIs; Kulala owns requests and
Dadbod receives the four named database connections from the workbench's
SOPS-derived environment.
- The reviewed `yookr-api/openapi.yaml` remains the usable local contract. The
deployed generated document's dangling `ReadParameters` reference is accepted
for now and does not block direct API requests.
- Walker's native Elephant menu scans repository roots and calls one Nix-owned
`open-project` command. Rare menu changes take effect at login.
- Home Manager declares the three stable Vivaldi launcher paths with forced
ownership. Vivaldi's manual `Create shortcuts` action can replace one until a
changed Home Manager generation reclaims it; repeating a no-op activation need
not relink it. This accepted edge case does not justify filtering, immutable
files, or a watcher because that action is not part of normal use.
- Kitty and Neovim are the sole declared terminal and editor. Retired duplicate
applications and global language runtimes stay absent unless a concrete owner
appears.
- The fine-grained GitHub token and Context7 key stay in mode-0600 machine-local
files and are exposed only to their callers. Secrets do not enter Nix or broad
process environments.
- The credential audit and approved central SOPS authority are in
[`credential-consolidation.md`](credential-consolidation.md). The authority is
active, while original plaintext sources remain pending consumer-specific
verification and explicit removal approval.
- `sync/notes` is the single notebook owner. Daily notes, meetings, and raw
transcripts have separate paths, and agents do not create issues or ingest
transcripts automatically.
- Orion is the sole transcription owner. It waits for file settlement, validates
media, archives originals, and publishes an unlabeled transcript when
diarization fails.
- Evolution remains a deferred presentation-layer pilot. Microsoft 365 and
Radicale remain the data authorities; Thunderbird and Outlook remain available.
- GitHub and every other repository remote stay read-only. Local files, commits,
fetches, clones, and worktrees remain available.
- The provisional team chain is Project Overview project → work package → user
requirement → Software Development Backlog ticket → repository issue → one
pull request. Treat it as discovery context, not automation policy, until the
team settles the workflow; company GitHub remains read-only throughout.
- Yookr production source stays read-only during workflow pilots. Changes to
development tooling are allowed, and `yookr-workbench` remains the explicit
source-code exception.
## Next step
Activate the pending Neovim change, authorize the changed workbench `.envrc`,
and confirm the four Dadbod names. Resume issue 197 from a Codex session launched
inside Herdr, then complete one real cross-system investigation and the Herdr
pilot without mutating company GitHub.