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AW-22 — Backup and export the workspace · Task List

Epic: AW-22-backup-export · Program: Agent Workspace Spec: spec.md · Plan: plan.md · Date: 2026-09-06

Execute top to bottom. Every task names the files it creates or modifies, what "done" means, and its phase. Tasks inside a phase are ordered so that each one compiles against the ones before it.

Before starting: git fetch origin && git checkout -b feat/aw-22-workspace-backup origin/develop. Run pnpm install after any package.json change.

Phase 1 — A complete archive you can download​

Ships spec FR-1 to FR-33 and FR-41 to FR-47. Leaves develop green: everything is new except two additive render calls, and the existing export/import/sync path is untouched.

T-01 · Contracts: the backup format module​

Phase: P1 Create: packages/contracts/src/backup/format.ts, packages/contracts/src/backup/index.ts Modify: packages/contracts/src/index.ts (add export * from './backup/index.js';)

Implement exactly the shapes in plan.md §3.2: BACKUP_FORMAT_VERSION, BackupDomainKey (the fifteen keys), BackupDomainStatus, BackupRestorability, BackupOmissionReason, BackupManifest, BackupDomainReport, BackupOmission, BackupExclusion, BackupCheckReport, and the frozen BACKUP_DOMAINS array pairing each key with its restorability class, its collector id, its default trim field and its default and full-history windows (spec FR-14).

Types only — no runtime dependency on TypeORM, NestJS or Node built-ins, because this module is imported by apps/web.

Done when: cd packages/contracts && pnpm build emits declarations, and import { BACKUP_DOMAINS } from '@ever-works/contracts' resolves from both apps/web and packages/agent.

T-02 · Contracts: barrel and format specs​

Phase: P1 Create: packages/contracts/src/__tests__/backup-format.spec.ts Modify: packages/contracts/src/__tests__/index.barrel.spec.ts (add the backup area to the AREAS array and its import * as backup line)

Assert: BACKUP_DOMAINS.length === 15; every key is unique; every entry has a restorability class and a collector id; every entry with a trim window has a trim field; the default window is never larger than the full-history window; BACKUP_FORMAT_VERSION matches /^\d+\.\d+$/.

Done when: cd packages/contracts && pnpm test passes, including the ambiguous-re-export guard in index.barrel.spec.ts.

T-03 · Entity: WorkspaceBackup​

Phase: P1 Create: packages/agent/src/entities/workspace-backup.entity.ts

@Entity('workspace_backups') with exactly the columns, types and nullability of plan.md §3.1. Use simple-json for manifestSummary. Declare idx_workspace_backups_scope and idx_workspace_backups_sweep with @Index; do not declare the partial unique index at decorator level — it is created in the migration as raw SQL so TypeORM's SQLite test driver cannot synthesise a non-partial duplicate (the same reasoning work_budgets records). Say that in the doc comment, and name spec FR-3, FR-5, FR-28 and FR-29 there.

Done when: cd packages/agent && pnpm type-check passes.

T-04 · Entity registration (three files — a drift spec fails CI if any is missed)​

Phase: P1 Modify:

  • packages/agent/src/entities/index.ts — export * from './workspace-backup.entity';
  • packages/agent/src/database/_entity-names.ts — add 'WorkspaceBackup' in alphabetical order
  • packages/agent/src/database/_entities-inventory.ts — import the class and add it to ENTITIES

Done when: cd packages/agent && npx jest --testPathPattern='database' passes, including the entity-count drift assertions.

T-05 · Repository​

Phase: P1 Create: packages/agent/src/database/repositories/workspace-backup.repository.ts Modify: packages/agent/src/database/_repository-inventory.ts (import + entry in REPOSITORY_PROVIDERS, alphabetical), packages/agent/src/database/index.ts (barrel line)

Methods:

  • findActive(scope): Promise<WorkspaceBackup | null> — status in queued/running
  • listForScope(scope, { limit, cursor }): Promise<{ rows; nextCursor }> — newest first, limit capped at 50
  • countReadyInWindow(scope, since: Date): Promise<number> — the FR-4 allowance; counts only ready and ready_with_gaps
  • createQueued(scope, opts): Promise<WorkspaceBackup> — must surface a unique-violation as a typed conflict so the service can adopt the running row instead of throwing (spec S-9)
  • claimForRun(id): Promise<boolean> — compare-and-set queued → running
  • heartbeat(id, patch): Promise<void>
  • markTerminal(id, patch): Promise<void> — compare-and-set away from running
  • requestCancel(id): Promise<boolean> — compare-and-set to cancelled from queued/running
  • findExpirable(now, limit), findStalled(now, limit), findPrunable(now, limit) — the three sweeper passes

Done when: REPOSITORY_PROVIDERS.length assertions in database.module.spec.ts pass and the repository imports cleanly from @ever-works/agent/database.

T-06 · Migration (same PR as T-03 — Constitution V)​

Phase: P1 Create: apps/api/src/migrations/1791220000000-CreateWorkspaceBackups.ts

Follow plan.md §3.3. Portable Table/TableColumn DDL with ifNotExists; FK userId → users(id) ON DELETE CASCADE; the two plain indexes; the partial unique index via queryRunner.query(...) guarded on queryRunner.connection.options.type === 'postgres'; down() drops only workspace_backups. Model the file header and guard style on apps/api/src/migrations/1789100000000-AddTaskGraphFanout.ts.

Before merge: the timestamp is AW-22's reserved slot 00 (README §5 rule 10). Rebase on develop; if a migration with a higher timestamp has landed, re-stamp the filename and the class name.

Done when: cd apps/api && pnpm typeorm migration:run -d typeorm.config.ts applies cleanly to a fresh database, a second run is a no-op, migration:revert drops only the new table, and the better-sqlite3 test path also applies it.

T-07 · Redaction module​

Phase: P1 Create: packages/agent/src/account-transfer/backup/redaction.ts

Implement the three rule families in plan.md §3.6: redactRow(entityName, row) returns the row with secret-bearing columns replaced by { wasSet: boolean }, named columns deleted, and a shouldDropEntirely(entityName) predicate for the nine never-exported tables. Export BACKUP_EXCLUSIONS, the nine categories of spec FR-18, so the manifest builder and the coverage drawer render the same list.

Done when: cd packages/agent && pnpm type-check passes.

T-08 · Redaction CI guard​

Phase: P1 Create: packages/agent/src/account-transfer/backup/redaction.spec.ts

Two halves:

  1. Fixture rows for Work, UserPlugin, McpServerConnection, InboundTrigger, WebhookSubscription, FleetNode, User, ApiKey, BillingProfile, TenantJobRuntimeConfig — assert no secret value survives and that the field name does.
  2. A reflection pass over AGENT_ENTITY_NAMES that fails when an entity carries a column matching /secret|password|token|hash|credential/i that no rule in T-07 covers.

Done when: cd packages/agent && npx jest --testPathPattern='redaction' passes, and temporarily adding a fake fooSecretEncrypted column to a fixture entity makes it fail.

T-09 · Archive writer​

Phase: P1 Create: packages/agent/src/account-transfer/backup/backup-archive-writer.ts Modify: packages/agent/package.json (add a streaming zip encoder dependency; do not reuse jszip, which buffers the whole archive — see plan.md §7)

Responsibilities:

  • Open a zip stream and expose addJsonlEntry(path, asyncIterable), addFileEntry(path, stream, size) and addTextEntry(path, string).
  • Maintain a running SHA-256 per entry and for the archive, and running byte counters for the attachment budget (2 GiB) and the archive ceiling (5 GiB, or 512 MiB with a non-streaming backend) — spec FR-15, FR-16.
  • Serialise JSONL with stable key order and LF terminators; sort each entry's rows by createdAt then id (spec FR-22).
  • Emit checksums.txt last, covering every entry except itself (spec FR-25).
  • Abort cleanly on cancellation, destroying the stream so no partial object is left.

Done when: pnpm type-check passes and the writer can be driven by a unit test without a database.

T-10 · Manifest and README builders​

Phase: P1 Create: packages/agent/src/account-transfer/backup/backup-manifest.ts, packages/agent/src/account-transfer/backup/backup-readme.ts

buildManifest(...) produces a BackupManifest (T-01) with all fifteen domains present, each carrying status, restorability, record and file counts, per-file checksums, trim cutoffs and error codes, plus the omissions list and BACKUP_EXCLUSIONS (spec FR-24). buildReadme(manifest) produces the under-400-word plain-language README.md of spec FR-26 — what this is, when it was taken, what each folder holds, what is never included, what can be restored, how long our copy lasts, where the field reference lives. English only; it is a file inside the archive, not interface copy.

Done when: pnpm type-check passes and buildReadme output is under 400 words for a fixture manifest (asserted in T-19).

T-11 · Domain collectors, part 1 — account, organizations, agents​

Phase: P1 Create:

  • packages/agent/src/account-transfer/backup/collectors/collector.types.ts — the BackupCollector interface: key, collect(ctx): AsyncIterable<{ file, row }>, pageSize
  • packages/agent/src/account-transfer/backup/collectors/account.collector.ts
  • packages/agent/src/account-transfer/backup/collectors/organizations.collector.ts
  • packages/agent/src/account-transfer/backup/collectors/agents.collector.ts

Each collector pages its repositories (default page size 500), applies redactRow from T-07, and yields { file, row } pairs matching the layout in plan.md §3.5. Never load a whole table into memory. Scope every query by userId plus the active organizationId (or IS NULL), per spec FR-9.

Done when: pnpm type-check passes and each collector yields rows against fixture repositories in T-18.

T-12 · Domain collectors, part 2 — missions, tasks, works, knowledge, schedules​

Phase: P1 Create:

  • .../collectors/missions.collector.ts
  • .../collectors/tasks.collector.ts
  • .../collectors/works.collector.ts
  • .../collectors/knowledge.collector.ts
  • .../collectors/schedules.collector.ts

works.collector.ts reuses the existing per-Work content walk in packages/agent/src/account-transfer/account-export.service.ts for data/works/content/<slug>/ so there is exactly one implementation of "read a Work's items out of its data repo" (Constitution III). knowledge.collector.ts also enqueues each upload's storage key onto the runner's file queue so T-13 can copy the bytes.

Done when: pnpm type-check passes and works.collector.ts contains no second copy of the data-repo read.

T-13 · Domain collectors, part 3 — runs, decisions, communication, connections, fleet, billing, activity​

Phase: P1 Create:

  • .../collectors/runs.collector.ts
  • .../collectors/decisions.collector.ts
  • .../collectors/communication.collector.ts
  • .../collectors/connections.collector.ts
  • .../collectors/fleet.collector.ts
  • .../collectors/billing.collector.ts
  • .../collectors/activity.collector.ts
  • .../collectors/index.ts — the registry mapping every BackupDomainKey to its collector

Every collector in this group applies the trim window from BACKUP_DOMAINS (spec FR-14) and reports the cutoff and the omitted count so the manifest can record it. fleet.collector.ts exports node inventory metadata only — never enrollmentTokenHash. billing.collector.ts exports ledger and invoice rows but no provider identifier.

Done when: pnpm type-check passes and collectors/index.ts has an entry for all fifteen BackupDomainKey values, asserted by T-18.

T-14 · Storage contract: optional streaming methods​

Phase: P1 Modify: packages/plugin/src/contracts/capabilities/storage.interface.ts

Add StoragePutStreamInput, putObjectStream?, and getObjectStream? exactly as described in plan.md §7. Both optional, so no existing plugin breaks and no plugin major version is needed (Constitution X). Document the two new capability names put-object-stream and get-object-stream in the interface doc comment.

Done when: cd packages/plugin && pnpm build && pnpm test passes with no change to any existing implementation.

T-15 · Storage plugins: implement streaming where the backend supports it​

Phase: P1 Modify: packages/plugins/local-fs/, packages/plugins/aws-s3/, packages/plugins/minio/ (implementation plus the capabilities array in each package.json's everworks.plugin block) Modify: docs/plugin-system/built-in-plugins.md — record the two new capabilities there and nowhere else (Constitution VIII)

local-fs: pipe to a temporary path then rename. aws-s3 / minio: multipart upload. github-storage is deliberately not changed — its blob API is not a streaming target, and the runner degrades to the 512 MiB ceiling for it.

Done when: each touched plugin's pnpm test passes, and a new test in each asserts a round-trip of a stream larger than the plugin's internal chunk size.

T-16 · Backup storage accessor​

Phase: P1 Create: packages/agent/src/account-transfer/backup/backup-storage.ts Modify: apps/api/src/account/account.module.ts (bind the token to getActiveStorageBackend() from apps/api/src/uploads/storage-backend.factory.ts)

A BACKUP_STORAGE DI token plus a thin accessor exposing putArchive(stream, meta), getArchiveStream(key), deleteArchive(key) and supportsStreaming(): boolean. Resolve by capability probe (typeof plugin.putObjectStream === 'function'), never by backend id (Constitution II). Use the token-plus-type-only-import pattern that apps/api/src/uploads/uploads.service.ts uses, so the agent package does not pull the API module into its import graph.

Done when: pnpm type-check passes in both packages and no string literal naming a storage backend appears in packages/agent/src/account-transfer/backup/.

T-17 · Runner​

Phase: P1 Create: packages/agent/src/account-transfer/backup/workspace-backup-runner.ts

Orchestrates one backup: claim the row, open the writer, walk BACKUP_DOMAINS in order, run each collector inside its own try/catch with 2 retries before marking the domain failed (spec FR-17), copy queued file bytes until the attachment budget is reached (spec FR-15), write manifest.json, README.md and checksums.txt, upload through T-16, then mark the row ready or ready_with_gaps with size, checksum, counts, manifestSummary and expiresAt.

Also: heartbeat after every domain and at least every 30 s inside one (spec FR-5); check for cancellation between domains and between pages; abort with too_large when the archive ceiling is crossed (spec FR-16); on any storage error retry 3 times with backoff then fail with storage_unavailable (spec S-23).

Done when: pnpm type-check passes.

T-18 · Runner and collector unit specs​

Phase: P1 Create:

  • packages/agent/src/account-transfer/backup/workspace-backup-runner.spec.ts
  • packages/agent/src/account-transfer/backup/collectors/collectors.spec.ts

Assert: all fifteen domains are walked and appear in the manifest; a collector that throws twice is marked failed while the other fourteen complete and the archive still finishes (spec FR-17); heartbeats are written; a cancellation between pages aborts and deletes the partial object; trim windows are applied and recorded; the collector registry covers every BackupDomainKey; queries never cross a workspace scope.

Done when: cd packages/agent && npx jest --testPathPattern='backup' passes.

T-19 · Archive-writer and manifest unit specs​

Phase: P1 Create:

  • packages/agent/src/account-transfer/backup/backup-archive-writer.spec.ts
  • packages/agent/src/account-transfer/backup/backup-manifest.spec.ts

Assert: the zip's top level is exactly manifest.json, README.md, checksums.txt, data/, files/ (spec FR-21); each JSONL file's line count equals its manifest record count (spec FR-22); every checksums.txt entry verifies; a 250 MiB fixture file is omitted with size_limit while its metadata row survives (spec FR-15); crossing the archive ceiling aborts with too_large (spec FR-16); two runs over identical fixtures differ only in timestamps and identifiers; the manifest lists all fifteen domains and all nine exclusion categories; the README is under 400 words.

Done when: cd packages/agent && npx jest --testPathPattern='backup' passes.

T-20 · Lifecycle service​

Phase: P1 Create: packages/agent/src/account-transfer/backup/workspace-backup.service.ts

Owns everything the controller calls: create (adopt on conflict, enforce the 3-per-24h allowance counting only ready outcomes, refuse with retryAt, return 503 semantics when storage is unconfigured), list, get, getCurrent, cancel, deleteArtifact, mintDownloadToken / verifyDownloadToken (HMAC over backup id + user id + scope + expiry, 15 minutes), and expire. Also writes the activity entry and raises the single notification per finished backup (spec FR-32, FR-33) via ActivityLogService.log and NotificationService.create with category SYSTEM.

Done when: pnpm type-check passes.

T-21 · Lifecycle service spec​

Phase: P1 Create: packages/agent/src/account-transfer/backup/workspace-backup.service.spec.ts

Assert: a second create adopts the running row rather than inserting (spec FR-3); the fourth ready backup in 24 h is refused with a retryAt and failures do not count (spec FR-4); cancel is a compare-and-set that is a no-op on a terminal row; a token for backup A cannot download backup B and a token minted for user A is rejected for user B; an expired token is rejected; exactly one notification and one activity entry are produced per finished backup.

Done when: cd packages/agent && npx jest --testPathPattern='workspace-backup.service' passes.

T-22 · Dispatcher symbol​

Phase: P1 Create: packages/agent/src/tasks/workspace-backup-dispatcher.ts, packages/agent/src/tasks/workspace-backup.types.ts Modify: packages/agent/src/tasks/index.ts (export lines), packages/agent/src/tasks/_tasks-symbols.ts (add 'WORKSPACE_BACKUP_DISPATCHER' in alphabetical position), packages/agent/src/tasks/job-runtime.providers.ts (import + bind through JOB_RUNTIME_PROVIDER_REGISTRY)

Copy the shape of packages/agent/src/tasks/kb-embed-document-dispatcher.ts exactly: payload type, one-method interface returning Promise<string | null>, Symbol(...) token, and a doc comment that says what a null return means for the caller.

Done when: cd packages/agent && npx jest --testPathPattern='tasks' passes — in particular the barrel symbol-set assertion in tasks.spec.ts.

T-23 · Producer method on the runtime service​

Phase: P1 Modify: packages/tasks/src/trigger/trigger.service.ts

Add dispatchWorkspaceBackup(payload) guarded by ensureConfigured(), returning the run handle id or null, matching dispatchKbEmbedDocument line for line in structure and error handling.

Done when: cd packages/tasks && pnpm type-check passes.

T-24 · Archive task​

Phase: P1 Create: packages/tasks/src/tasks/trigger/workspace-backup.task.ts Modify: packages/tasks/src/tasks/trigger/index.ts

task<'workspace-backup', WorkspaceBackupPayload> with maxDuration: 3600 (spec FR-6), retry.maxAttempts: 1, a per-workspace concurrency key and a global concurrencyLimit: 2. Use withWorkerContext and the plugin-hydrator/tenant-binding services exactly as kb-embed-document.task.ts does. Skip-and-ack (never throw) for backup-not-found, already-terminal and cancelled; throw only on genuine infrastructure failures.

Done when: cd packages/tasks && pnpm build passes and the task id appears in the barrel.

T-25 · Sweeper cron task​

Phase: P1 Create: packages/tasks/src/tasks/trigger/workspace-backup-sweeper.task.ts Modify: packages/tasks/src/tasks/trigger/index.ts

schedules.task at 17 * * * *, modelled on packages/tasks/src/tasks/trigger/terminal-transcript-gc.task.ts. Three idempotent passes under DistributedTaskLockService: expire artefacts past expiresAt (spec FR-28), fail rows stalled for 10 minutes or queued for 15 (spec FR-5), prune records terminal for more than 90 days (spec FR-29). Each pass batches at 200 rows and logs its counts.

Done when: cd packages/tasks && pnpm build passes.

T-26 · Module wiring​

Phase: P1 Modify: packages/agent/src/account-transfer/account-transfer.module.ts (providers + exports for the runner, the writer, the service, the storage accessor and every collector), packages/agent/src/account-transfer/index.ts (barrel lines), apps/api/src/account/account.module.ts (declare the new controller; bind BACKUP_STORAGE)

Nothing already provided or exported there is removed or re-ordered.

Done when: cd packages/agent && npx jest --testPathPattern='account-transfer.module' passes and the API boots.

T-27 · Request and response DTOs​

Phase: P1 Create: apps/api/src/account/dto/create-backup.dto.ts, apps/api/src/account/dto/verify-manifest.dto.ts, apps/api/src/account/dto/backup.dto.ts

class-validator classes so the global ValidationPipe actually applies — unlike the existing export/import bodies, whose hand-rolled caps in apps/api/src/account/account.controller.ts exist precisely because their types are erased interfaces. BackupDto uses @Exclude() on storageKey, failureDetail, runtimeRunId and credentialVersion.

Done when: cd apps/api && pnpm type-check passes.

T-28 · Controller​

Phase: P1 Create: apps/api/src/account/workspace-backup.controller.ts

@Controller('api/account/backups') implementing routes 1–10 of plan.md §4. Session-guarded, scope-resolved through ScopeContextService, plus an owner-only check that returns 403 with a stable code for a non-owner member (spec FR-10). POST / returns 202; the download route streams from getArchiveStream and never buffers; the verify route caps the body at 8 MiB.

Done when: cd apps/api && pnpm type-check passes and the routes appear in the boot log.

T-29 · Controller spec​

Phase: P1 Create: apps/api/src/account/workspace-backup.controller.spec.ts

Cover every route: 202 on create; 200 { adopted: true } while one runs; 429 with retryAt over the allowance; 503 with no storage configured; 403 for a non-owner; 404 cross-scope; 410 on an expired archive; 403 on a bad or stale token; 422 not_a_backup_manifest naming both sentinel fields; 422 format_too_new; and that no BackupDto response body contains storageKey, failureDetail, runtimeRunId or credentialVersion.

Done when: cd apps/api && pnpm test passes.

T-30 · Legacy-path regression assertion​

Phase: P1 Modify: apps/api/src/account/account.controller.spec.ts

Add one test asserting GET /api/account/export still returns the same shape and the same Content-Disposition header it does today. This is the guard for program rule #1.

Done when: cd apps/api && pnpm test passes.

T-31 · Web API client​

Phase: P1 Create: apps/web/src/lib/api/workspace-backup.ts, apps/web/src/lib/api/workspace-backup.types.ts

Typed wrappers for routes 1–10, modelled on apps/web/src/lib/api/account-transfer.ts. Re-export BackupDomainKey, BackupManifest and BackupCheckReport from @ever-works/contracts rather than redeclaring them.

Done when: cd apps/web && pnpm type-check passes.

T-32 · Server actions​

Phase: P1 Create: apps/web/src/app/actions/workspace-backup.ts

'use server' actions createBackup, cancelBackup, deleteBackup, mintDownloadLink, verifyManifest, each ensureAuth()-guarded and Zod-validated, returning the { success, data, error } envelope used by apps/web/src/app/actions/account-transfer.ts. verifyManifest rejects a payload over 8 MiB before any network call.

Done when: cd apps/web && pnpm type-check passes.

T-33 · Polling hook​

Phase: P1 Create: apps/web/src/components/settings/useWorkspaceBackup.ts

Fetches current and list in parallel on mount; polls current only while queued/running, at 5 s for the first 5 minutes then 15 s (spec FR-41); stops on visibilitychange → hidden and refetches immediately on show; exposes status, progress, history, the mutation callbacks and a 30 s-throttled live-region string (spec FR-42).

Done when: cd apps/web && pnpm type-check passes.

T-34 · The card​

Phase: P1 Create: apps/web/src/components/settings/WorkspaceBackupCard.tsx

All eleven states of spec §6 — loading skeleton with no Create button, none-yet, options open, running with cancel, ready, ready-with-omissions, section-incomplete, failed, rate-limited, unavailable, not-owner. Every string from a message key (T-40). Real <button> elements, visible focus, and a live region wrapping the progress text.

Done when: cd apps/web && pnpm type-check passes and each state can be forced from the unit spec in T-43.

T-35 · History list​

Phase: P1 Create: apps/web/src/components/settings/WorkspaceBackupHistory.tsx

Up to 20 rows (spec FR-30) with date, size, coverage and either Download, Expired {date} or a failure reason. Arrow-key navigation between rows, Enter opens that row's coverage drawer, and a Show all control when more exist.

Done when: pnpm type-check passes.

T-36 · Coverage drawer​

Phase: P1 Create: apps/web/src/components/settings/WorkspaceBackupCoverageDrawer.tsx

Renders manifestSummary as the table in spec §6.7: fifteen rows with records, status and restorability, trim notes indented under their domain, the files included/omitted line, the never-included line built from BACKUP_EXCLUSIONS, and a link to the format reference. Focus is trapped, Esc closes and focus returns to the trigger.

Done when: pnpm type-check passes.

T-37 · Danger-zone banner​

Phase: P1 Create: apps/web/src/components/settings/LastBackupBanner.tsx Modify: apps/web/src/components/settings/DangerZone.tsx (render the banner at the top; change nothing else)

Shows the last completed backup's relative time, size and coverage, or the never-taken copy, plus a link to /settings/data (ROUTES.DASHBOARD_SETTINGS_DATA, already defined in apps/web/src/lib/constants.ts).

Done when: pnpm type-check passes and the existing danger-zone e2e in apps/web/e2e/account-data.spec.ts still passes unchanged.

T-38 · Mount the card​

Phase: P1 Modify: apps/web/src/components/settings/DataManagement.tsx

Render <WorkspaceBackupCard /> above the existing export card. Do not touch, reorder or reword the existing export, import or sync sections — this is the one place program rule #1 is easiest to break.

Done when: /settings/data renders the new card first and the existing three sections unchanged below it.

T-39 · BFF download route​

Phase: P1 Create: apps/web/src/app/api/account/backups/[id]/download/route.ts

Copy apps/web/src/app/api/credits/usage/export/route.ts: forward the auth cookie as a Bearer token, allowlist exactly token as a forwarded query param, consume the ?scope= selector with applyBffWorkspaceScopeFromNavigation from @/lib/api/bff-scope (an <a download> cannot send x-ever-workspace), pipe response.body straight through, and fall back to a constant Content-Disposition rather than echoing a caller-controlled value.

Done when: pnpm type-check passes and a download of a fixture archive streams end to end.

T-40 · i18n — English​

Phase: P1 Modify: apps/web/messages/en.json

Add every key in plan.md §8 under dashboard.settings.data.backup, plus notifications.backupReady / backupPartial / backupFailed, dashboard.dangerZone.backupBanner.* and metadata.pages.workspaceBackup. Copy comes verbatim from spec §6.11. Leaf key names are camelCase and must never contain a literal . — a dotted leaf is rejected at runtime and reds several e2e shards at once. Numbers travel as interpolation params, never baked into English strings.

Done when: cd apps/web && pnpm type-check passes and no component renders a raw key.

T-41 · i18n — the other 20 locales​

Phase: P1 Modify: the 20 sibling files in apps/web/messages/

Run the existing parity-sync script so every locale gets the full new subtree seeded from English. A missing parent key collapses the whole subtree for that locale, so this must land in the same change as T-40.

Done when: the i18n parity check passes in CI.

T-42 · Web unit spec — the card​

Phase: P1 Create: apps/web/src/components/settings/WorkspaceBackupCard.unit.spec.tsx

One case per state, asserting the exact §6.11 copy, that the loading state renders no Create button, that disabled controls carry their reason as accessible text, and that the delete flow requires a second confirmation.

Done when: cd apps/web && npx vitest run src/components/settings/WorkspaceBackupCard.unit.spec.tsx passes.

T-43 · Web unit spec — the hook and the download route​

Phase: P1 Create: apps/web/src/components/settings/useWorkspaceBackup.unit.spec.ts, apps/web/src/app/api/account/backups/[id]/download/route.unit.spec.ts

Hook: 5 s → 15 s backoff at the five-minute mark; polling stops when hidden and refetches on show; the live-region string is throttled to 30 s; a terminal status stops polling entirely. Route: only token is forwarded upstream; the scope carrier is consumed rather than relayed; the body is piped, not awaited; the fallback disposition is a constant.

Done when: both specs pass under cd apps/web && pnpm test.

T-44 · E2E — the golden path​

Phase: P1 Create: apps/web/e2e/workspace-backup.spec.ts

Create → running → ready; the coverage drawer lists fifteen sections; download returns application/zip with a Content-Disposition filename matching spec FR-20; a second create adopts the first; a non-owner member sees both controls disabled with the reason; the danger-zone banner reflects the last backup.

Done when: cd apps/web && npx playwright test e2e/workspace-backup.spec.ts passes locally and in CI.

T-45 · Documentation​

Phase: P1 Create: docs/features/workspace-backup.md Modify: apps/docs/sidebarsPlatform.ts (add the page — the sidebar is manual; an unlisted file renders only as an orphan), docs/features/data-management.md (one paragraph pointing at the new page and saying which job each surface does)

The page is the published field reference of spec FR-24 and FR-27: the archive layout, the manifest fields, the fifteen domains and their restorability, the trim windows, the nine exclusion categories, the retention and allowance defaults, and the version policy. Generate the domain table from BACKUP_DOMAINS rather than hand-maintaining it.

Done when: cd apps/docs && pnpm build succeeds and the page appears in the sidebar.

T-46 · Program bookkeeping​

Phase: P1 Modify: docs/specs/features/agent-workspace/README.md (add Workspace backup to the vocabulary table in §1, per program rule #2), docs/specs/features/agent-workspace/TRACKER.md (AW-22 spec + P1 status, and the capabilities this phase delivered). TRACKER.md is the program's only progress record — do not create another.

Done when: the vocabulary table names the one new noun this epic introduces and the tracker reflects the phase that shipped.

T-47 · Phase 1 gate​

Phase: P1

Run, from the repo root: pnpm lint, pnpm type-check, pnpm test, then cd apps/web && npx playwright test e2e/account-data.spec.ts e2e/workspace-backup.spec.ts. Then walk the spec §8 acceptance checklist under Producing, Coverage, Never included, Shape, Retention and record, Permission and scope and Interface, ticking each.

Done when: every command is green, every checked item passes on a real deployment, and a grep of a produced archive for a known plugin API key, a session token, a password hash, a node enrolment secret and a payment identifier returns nothing (spec FR-18).

Phase 2 — Check it, and restore what can be restored​

Ships spec FR-34 to FR-40.

T-48 · Verify service​

Phase: P2 Create: packages/agent/src/account-transfer/backup/backup-verify.service.ts

verifyManifest(manifest) → BackupCheckReport: refuse anything lacking both everworksBackupFormat and producedAt, naming the fields it looked for (spec S-18); accept an older format version and note domains that did not exist then (spec S-20); describe but refuse to restore a newer one (spec S-19); classify every domain as restored / record-only / not-present; compute the follow-up list (credentials to re-enter, nodes to re-enrol, schedules and triggers that will resume paused).

Done when: pnpm type-check passes.

T-49 · Verify service spec​

Phase: P2 Create: packages/agent/src/account-transfer/backup/backup-verify.service.spec.ts

Fixtures: a good manifest, a foreign JSON object, a truncated manifest, one version behind, one version ahead. Assert the classification counts and that verification writes nothing.

Done when: cd packages/agent && npx jest --testPathPattern='backup-verify' passes.

T-50 · Restore appliers​

Phase: P2 Create: packages/agent/src/account-transfer/backup/restore/ with one applier per restorable domain, and restore/index.ts as the registry

Reuse packages/agent/src/account-transfer/account-import.service.ts for the Works and plugins domains it already handles — do not fork it. Each applier runs in one transaction per domain (spec FR-38), writes schedule-shaped things paused (spec FR-39), and creates every connection needing a credential in a needs credential state (spec FR-40).

Done when: pnpm type-check passes and every domain whose restorability is restorable or partly-restorable has an applier, asserted in T-52.

T-51 · Restore service, dispatcher and task​

Phase: P2 Create: packages/agent/src/account-transfer/backup/workspace-restore.service.ts, packages/agent/src/tasks/workspace-restore-dispatcher.ts, packages/tasks/src/tasks/trigger/workspace-restore.task.ts Modify: packages/agent/src/tasks/_tasks-symbols.ts, packages/agent/src/tasks/job-runtime.providers.ts, packages/tasks/src/trigger/trigger.service.ts, packages/tasks/src/tasks/trigger/index.ts

Same dispatcher pattern as T-22 to T-24.

Done when: npx jest --testPathPattern='tasks' passes in packages/agent, including the barrel symbol-set assertion.

T-52 · Restore specs​

Phase: P2 Create: packages/agent/src/account-transfer/backup/restore/restore.spec.ts

Assert: a domain that fails mid-way rolls back completely and is reported (spec FR-38); no record-only domain is ever written (spec FR-36); restored schedules, triggers and heartbeats are paused (spec FR-39); connections land in needs credential (spec FR-40); collisions default to skip and honour overwrite and rename (spec FR-37); every restorable domain has an applier.

Done when: cd packages/agent && npx jest --testPathPattern='restore' passes.

T-53 · Verify and restore endpoints​

Phase: P2 Modify: apps/api/src/account/workspace-backup.controller.ts (routes 9, 11 and 12 of plan.md §4), apps/api/src/account/dto/ (restore DTOs), apps/api/src/account/workspace-backup.controller.spec.ts

Done when: cd apps/api && pnpm test passes with the new route cases.

T-54 · Check panel and restore flow​

Phase: P2 Create: apps/web/src/components/settings/BackupCheckPanel.tsx, apps/web/src/components/settings/BackupRestoreFlow.tsx, apps/web/src/components/settings/BackupCheckPanel.unit.spec.tsx Modify: apps/web/src/components/settings/WorkspaceBackupCard.tsx (the Check a backup entry point), apps/web/src/lib/api/workspace-backup.ts, apps/web/src/app/actions/workspace-backup.ts

The three panel states of spec §6.9. The file is read and parsed in the browser; anything over 8 MiB or non-JSON is refused before any network call, and the panel says so. The restore flow reuses the conflict-resolution interaction of apps/web/src/components/settings/ImportFlow.tsx rather than inventing a second one.

Done when: the unit spec passes and no network request is made for a refused file.

T-55 · i18n for phase 2​

Phase: P2 Modify: apps/web/messages/en.json (the check.* and restore.* leaves in plan.md §8), then the 20 sibling locale files via the parity script

Done when: the parity check passes and no raw key renders.

T-56 · E2E — check and restore​

Phase: P2 Create: apps/web/e2e/workspace-backup-check.spec.ts

A good manifest produces a report; a foreign manifest produces the named refusal without uploading; a newer-format manifest is described and restore is refused; a restore into a non-empty workspace lists collisions and defaults to skip; the result screen lists paused schedules and connections needing credentials.

Done when: npx playwright test e2e/workspace-backup-check.spec.ts passes.

T-57 · Phase 2 gate​

Phase: P2

pnpm lint && pnpm type-check && pnpm test, then the full Playwright account-data and workspace-backup suites. Walk the Checking and restoring block of the spec §8 checklist.

Done when: all green and every item in that block passes on a real deployment.

Phase 3 — Automatic backups and foreign archives​

Ships the deferred items in spec §7.3 and §7.5. Sequenced last because it multiplies storage cost and should only run once the manual path's real size and duration distribution is known (§9 telemetry).

T-58 · Schedule entity fields and migration​

Phase: P3 Modify: packages/agent/src/entities/workspace-backup.entity.ts (add origin — manual | scheduled — and retainedBy so automatic archives can have their own retention) Create: apps/api/src/migrations/1791220100000-AddWorkspaceBackupSchedule.ts (AW-22 slot 01) plus a small workspace_backup_schedules table (scope, cadence, hour, timezone, enabled, lastRunAt, nextRunAt)

Additive columns and one new table; forward-only; same PR as the entity change (Constitution V).

Done when: the migration applies cleanly to a fresh database and is a no-op on second run.

T-59 · Scheduling service and cron​

Phase: P3 Create: packages/agent/src/account-transfer/backup/workspace-backup-schedule.service.ts, packages/tasks/src/tasks/trigger/workspace-backup-schedule-dispatcher.task.ts Modify: apps/api/src/account/workspace-backup.controller.ts (get/put the schedule)

The cron finds due schedules and calls the same create the button calls — no second code path. Automatic archives retain the three most recent independently of the manual daily allowance.

Done when: a schedule set to hourly in a test deployment produces exactly one backup per hour and prunes to three.

T-60 · Completion fan-out​

Phase: P3 Modify: packages/agent/src/account-transfer/backup/workspace-backup.service.ts

On a scheduled backup finishing, fan out through the existing notification-channel path (packages/agent/src/facades/notification-channel.facade.ts) in addition to the in-app notification, so an owner who never opens the settings page still learns their backup failed.

Done when: a configured channel receives one message per scheduled outcome and none per manual one.

T-61 · Restore from an uploaded archive​

Phase: P3 Modify: apps/api/src/account/workspace-backup.controller.ts (route 13), packages/agent/src/account-transfer/backup/workspace-restore.service.ts, apps/web/src/components/settings/BackupCheckPanel.tsx

Accept a full archive, store it through the same storage accessor, materialise a WorkspaceBackup row with origin: 'imported', then route into the existing P2 preview/apply path.

Done when: an archive exported from one workspace restores its restorable domains into another, with the record-only domains reported and skipped.

T-62 · Optional push into the config repo​

Phase: P3 Modify: packages/agent/src/account-transfer/github-sync.service.ts (an additive method), apps/web/src/components/settings/WorkspaceBackupCard.tsx

An opt-in that, on a successful scheduled backup, writes the manifest — not the archive — into the user's existing config repo, so their own repository history records what was backed up and when.

Done when: the manifest lands in the configured repo and the existing sync behaviour is unchanged.

T-63 · Palette command​

Phase: P3 Modify: the AW-01 command registry

One command, "Create workspace backup", visible only to the workspace owner, that calls the same server action as the button.

Done when: the command appears, is owner-gated, and starts a backup.

T-64 · Phase 3 gate​

Phase: P3

pnpm lint && pnpm type-check && pnpm test plus the full Playwright suites. Re-read spec §9 and close or restate every open question that phase 3 answered — particularly the scheduled-backup cadence and the retention defaults.

Done when: all green, and docs/features/workspace-backup.md documents the scheduled path with the values actually shipped.