stemedb/applications/aphoria/uat/2026-02-03-federated-policy-proposal.md
jordan 422e2d4416 feat(aphoria): wire claims through StemeDB — Gap Closure Phase 1
Claims now flow through StemeDB's append-only knowledge graph instead of
mutable TOML files. This resolves all 6 critical claim-bypass code paths:

- Bridge: lossless AuthoredClaim ↔ Assertion round-trip (comparison, status, lifecycle mapping)
- LocalEpisteme: ingest_authored_claim() and fetch_authored_claims() with AUTHORED_CLAIM predicate index
- EpistemeClaimStore: ClaimStore trait backed by StemeDB (append-only delete via deprecation)
- CLI handlers: all claim commands read/write through StemeDB
- Scanner: loads claims from StemeDB with auto-migration fallback to TOML
- Export: new `aphoria claims export` serializes StemeDB claims to TOML/JSON

Also cleans up dead code (EpistemeConfig.url), renames ingest_claims→ingest_observations,
fixes ClaimFilter.authority_tier type, adds Draft variant to ClaimStatus, and fixes
pre-existing clippy warnings (too_many_arguments, filter_next→rfind).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 02:02:51 -07:00

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5.4 KiB
Markdown

# Proposal: Aphoria Federated Policy & Trust Packs
**Date:** 2026-02-03
**Feature:** Federated Knowledge Network
**Status:** PROPOSAL
**Target Version:** Aphoria 0.2.0
---
> **Implementation status:**
> - **Trust Pack export/import** -- Implemented and working. Ed25519 signed bundles can be exported from one project and imported into another. Signature verification works.
> - **Live federation** -- Not implemented. There is no remote policy resolution (`policy://` URIs), no org-wide server, and no automatic cross-repo sync. The `policy://` scheme described below is a design proposal only.
> - **Community Pack** -- Not implemented. No published community packs exist.
## Executive Summary
The VulnBank demo proved that Aphoria is a superior **Single-Player Linter** (100% precision vs 20% for pattern matchers). To achieve the StemeDB vision of a "Probabilistic Marketplace," Aphoria must evolve into a **Multiplayer Knowledge Network**.
This proposal outlines the **Federated Policy** architecture, allowing organizations to export their "truth" (acknowledgments, aliases, and custom assertions) as portable **Trust Packs**. This turns StemeDB from a local backing store into a competitive moat where network effects compound.
---
## The Problem: Truth is Trapped
Currently, when a Security Engineer runs `aphoria ack` to allow MD5 for file hashing (but not auth), that knowledge is trapped on their laptop or in their specific project's `.aphoria/db`.
1. **Organizational Amnesia:** Another team starts a new project and hits the same MD5 conflict. They have to re-adjudicate it.
2. **Stale Compliance:** Security policies update, but developer laptops have stale local corpora.
3. **Zero-Sum Game:** Every user starts from zero. There is no "community knowledge" benefit to using Aphoria.
**The "Show Stopper" Gap:**
Enterprise customers will ask: *"How do I enforce my security team's specific deviations across 500 repos without copy-pasting config files?"*
---
## The Solution: Trust Packs
A **Trust Pack** is a cryptographically signed bundle of assertions, aliases, and acknowledgments that can be subscribed to via a URI.
### New Concept: `policy://`
We introduce a new scheme for identifying policies:
```
policy://github.com/acme-corp/security-standards
policy://stemedb.com/rust-community/web-defaults
```
### Workflow
**1. The Security Team (Producers)**
They scan a reference repo, adjudicate conflicts, and export their decisions:
```bash
# Security engineer approves MD5 for non-crypto use
$ aphoria ack "code://rust/legacy-app/crypto/hashing/algorithm" --reason "File integrity only"
# Export the policy
$ aphoria policy export --name "Acme Legacy Compat" --out ./acme-legacy.pack
```
**2. The Feature Team (Consumers)**
They subscribe to the policy in `aphoria.toml`:
```toml
[policies]
base = "policy://stemedb.com/rust-standard"
security = "policy://internal/acme-legacy.pack"
```
**3. The Enforcement (Runtime)**
When the feature team runs `aphoria scan`, the engine:
1. Loads the authoritative corpus (RFCs)
2. Overlays the `rust-standard` pack (Community norms)
3. Overlays the `acme-legacy` pack (Internal overrides)
4. Checks conflicts against this *composite* truth
If the feature team tries to use MD5 for *password hashing*, it BLOCKS (violates RFC).
If they use it for *file integrity*, it PASSES (allowed by Acme Legacy).
---
## Architecture Changes
### 1. Policy Export Format
A Trust Pack is a serialized, compressed export of a StemeDB graph subset, signed by the author's Agent Key.
```rust
struct TrustPack {
header: PackHeader, // Name, Version, Issuer PubKey
assertions: Vec<Assertion>, // The 'ack' claims
aliases: Vec<Alias>, // "my-lib/config" -> "rfc/config"
signature: Signature, // Proof of provenance
}
```
### 2. TrustRank Integration
StemeDB's `TrustRank` becomes the conflict resolver.
* **RFC (Tier 0)**: Weight 1.0
* **Security Team Policy (Tier 3)**: Weight 0.8 (can override Tier 4/5, contextually override Tier 1/2 via "Skeptic" lens allow-lists)
* **Local Developer (Tier 5)**: Weight 0.1
### 3. Remote Resolution
Support fetching policies over HTTP/Git:
```rust
// In aphoria.toml
policies = [
"https://policies.acme.corp/v1/backend.pack",
"git+ssh://git@github.com/acme/security.git//policies/core.pack"
]
```
---
## Implementation Roadmap
### Phase 1: Local Export/Import
- [ ] `aphoria policy export` command
- [ ] `aphoria policy import <file>` command
- [ ] Schema definition for `TrustPack` (using `rkyv` for zero-copy speed)
### Phase 2: Remote Resolution
- [ ] URL support in `aphoria.toml` policy list
- [ ] Caching layer in `~/.cache/aphoria/policies/`
- [ ] Signature verification on import
### Phase 3: The "Community Pack"
- [ ] Publish an official "Real World Rust" pack that reduces noise from common, safe patterns in popular crates (reqwest, tokio, etc.)
- [ ] Demonstrate "Zero Config" scans for open source projects
---
## Success Criteria (The "Enterprise Grade" Bar)
1. **Portability:** Can I email a policy file to a colleague and have their scan results match mine exactly?
2. **Inheritance:** Can I define a "Base Policy" and have "Service A Policy" inherit from it?
3. **Traceability:** When a scan passes because of a policy override, does the report say *"Allowed by Policy: Acme Security (signed by @alice)"*?
**Verdict:**
This moves Aphoria from a tool that *finds* bugs to a platform that *distributes* knowledge. This is the StemeDB vision realizing its potential.