5e036d17c4
Move the skill to the shared agent location while retaining Claude compatibility. Document kernel refreshes and the release metadata policy as part of each upgrade, and make commit-message wrapping explicit and verifiable.
149 lines
8.1 KiB
Markdown
149 lines
8.1 KiB
Markdown
# Upgrading nixpkgs
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Procedure for the periodic upgrade of all four nixpkgs channels (`unstable`, `stable`, `mine`,
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`mine-stable`) and home-manager. Written to be followed by a person or any coding agent; a
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shared agent-skill entry point exists at `.agents/skills/upgrade-nixpkgs/`, but the steps below are
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the canonical source.
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The upgrade is **guided, not automated**: do the mechanical and investigative steps, but stop at
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the judgment points (marked ⏸) — pushing the fork, resolving rebase conflicts, editing the
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stable-channel configuration, choosing a new release codename, and deleting version guards. Report
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findings and let the maintainer decide. Keep a running summary and present it before any push or
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commit.
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Work the phases in order; skip one only if explicitly scoped to a subset.
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## Setup facts
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- **Fork checkout:** `~/documents/projects/nixpkgs` — remotes `origin` (`devplayer0/nixpkgs`) and
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`upstream` (`NixOS/nixpkgs`). Confirm the path exists; if not, ask.
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- **Fork branches:** `devplayer0` (tracks `nixos-unstable`) and `devplayer0-stable` (tracks the
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current NixOS stable). Each is a small stack of local patches rebased onto upstream.
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- **Flake pins** in `flake.nix` (`inputs`):
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- `nixpkgs-unstable.url = "nixpkgs/nixos-unstable"`
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- `nixpkgs-stable.url = "nixpkgs/nixos-<STABLE>"` (e.g. `nixos-26.05`)
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- `nixpkgs-mine.url = "github:devplayer0/nixpkgs/devplayer0"`
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- `nixpkgs-mine-stable.url = "github:devplayer0/nixpkgs/devplayer0-stable"`
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- `home-manager-unstable.url = "home-manager"`
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- `home-manager-stable.url = "home-manager/release-<STABLE>"`
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- **Devshell commands:** `update-nixpkgs` = `nix flake update nixpkgs-{unstable,stable,mine,mine-stable}`;
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`update-home-manager` = `nix flake update home-manager-{unstable,stable}`.
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- **Validation:** prefer `check-system <host>` and `nix flake check --no-build` over full builds.
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## Phase 1 — Determine the current NixOS stable
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Do this first: everything downstream (the fork's `devplayer0-stable` rebase target, the `flake.nix`
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stable pins) has to agree on one NixOS stable release, so establish it up front.
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1. Find the latest NixOS stable release branch — check `git branch -r` on `upstream` for the newest
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`release-YY.NN`, or the NixOS release schedule.
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2. Compare it to `<STABLE>` in the `flake.nix` `nixpkgs-stable` / `home-manager-stable` URLs.
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3. **If they already match** (no new stable): note "stable is current" and carry `<STABLE>` into the
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later phases.
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4. ⏸ **If a newer stable has cut:** stop and report the coordinated change set before proceeding —
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the pieces must all move to the same release together:
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- Rebase `devplayer0-stable` onto the new `upstream/release-YY.NN` (Phase 2 uses this target).
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- Edit `flake.nix`: `nixpkgs-stable.url` and `home-manager-stable.url` → the new release.
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- Choose a new `lib/default.nix` `versionOverlay` codename (Phase 4 updates it).
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- Bump each system's `stateVersion` / `home.stateVersion` only if the maintainer explicitly
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wants to — that is a separate, deliberate decision; never auto-bump.
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Don't edit `flake.nix` here without confirmation.
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## Phase 2 — Rebase the nixpkgs fork
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For **both** branches — `devplayer0` onto `upstream/nixos-unstable`, and `devplayer0-stable` onto
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`upstream/release-<STABLE>` (the release established in Phase 1):
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1. In `~/documents/projects/nixpkgs`, confirm a clean working tree (`git status`). If dirty, stop
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and report — don't stash silently.
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2. `git fetch upstream --prune` and `git fetch origin --prune`. If the checkout has been idle a
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long time this fetch can be large and slow; let it finish.
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3. Enumerate the patch stack before rebasing:
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`git log --oneline upstream/nixos-unstable..origin/devplayer0` (and the stable equivalent
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against `upstream/release-<STABLE>`). For each commit, check whether it has landed upstream or
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been superseded — e.g. `git log --oneline upstream/nixos-unstable -- <path>` or grep the
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upstream tree for the package/option. Note any patch that now looks redundant.
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4. Rebase: `git switch devplayer0 && git rebase upstream/nixos-unstable` (and the stable branch
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onto `upstream/release-<STABLE>`).
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- ⏸ **Conflicts:** stop. Report which patch conflicts and against what upstream change; let the
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maintainer resolve, or drop the patch if it has been upstreamed.
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- Clean rebase: continue.
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5. Summarize: which patches still apply, which are now redundant (candidate to drop), which
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conflicted.
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6. ⏸ **Push:** only after confirmation. `git push --force-with-lease origin devplayer0
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devplayer0-stable` (force needed — rebase rewrites history).
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## Phase 3 — Update the pinned inputs
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Run together (they move as a set):
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```
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update-nixpkgs
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update-home-manager
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```
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Then show the `flake.lock` diff for the nixpkgs/home-manager entries so the old→new revisions are
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visible.
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## Phase 4 — Refresh kernels and release metadata
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Update the repository values that deliberately move with nixpkgs upgrades:
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1. In `lib/constants.nix`, inspect the kernel attributes available from the refreshed nixpkgs pins
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and update both explicit selections:
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- `kernel.lts` → the newest upstream long-term-support kernel carried by nixpkgs.
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- `kernel.latest` → the newest kernel series carried by nixpkgs.
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Keep explicit `pkgs.linuxKernel.packages.linux_X_Y` attributes rather than replacing them with
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moving aliases. Confirm both attributes exist in the unstable and stable package sets used by
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the boxes; if the newest choice is unavailable on stable, report that instead of breaking the
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shared constant.
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2. In `lib/default.nix`, update the `versionOverlay` values:
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- Set the leading `YY.MM` in `trivial.release` to the current year and month. Preserve the
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`:u-${prev.trivial.release}` suffix.
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- If Phase 1 found a new NixOS stable release, ⏸ ask the maintainer to choose or approve a new
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`trivial.codeName`, then update it as part of the coordinated stable bump. Otherwise retain the
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existing codename.
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Show these edits alongside the input changes in the upgrade summary.
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## Phase 5 — Sweep version-gated behavior
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The repo carries branch-conditional logic and TODOs keyed to specific nixpkgs versions; some become
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removable after an upgrade, especially after a stable bump. Surface them:
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```
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grep -rn "versionAtLeast\|versionOlder\|when 2[0-9]\.[0-9][0-9]\|TODO.*2[0-9]\.[0-9][0-9]" \
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--include=*.nix nixos home-manager lib pkgs flake.nix
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```
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Known example: `nixos/modules/common.nix` carries a `# TODO: Remove if-else when 26.11 releases`
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guard. For each hit, evaluate whether the now-current versions make the guard removable and list
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candidates. ⏸ Don't delete guards without confirmation — some protect the still-supported stable.
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## Phase 6 — Review remaining flake inputs
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Don't blanket-update. Walk the other inputs deliberately:
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1. List inputs and locked revisions from `flake.lock` (or `nix flake metadata`).
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2. For each meaningful input (`libnetRepo`, `devshell`, `determinate-nix`, `ragenix`, `deploy-rs`,
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`impermanence`, and the packaged apps like `boardie`, `harmonia`, `copyparty`, `sharry`, …),
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compare the locked revision to upstream and summarize notable changes (breaking changes,
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relevant fixes). Many inputs `follows` `nixpkgs-unstable` and already moved in Phase 3.
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3. Propose a per-input update list with reasons; update the approved ones with targeted
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`nix flake update <input>`, not a global update.
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## Phase 7 — Validate
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1. `nix flake check --no-build` (broad eval; reproduces CI's cheap checks).
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2. `check-system <host>` on a representative box, and one exercising the stable channel if the
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boxes mix channels. This must exercise the refreshed kernel constants on both channels.
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3. Report eval/build results honestly. On failure, surface the error and stop rather than papering
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over it.
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## Wrap-up
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Present a final summary: fork rebase outcome (patches kept/dropped/conflicted), whether a stable
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bump is pending or was applied, kernel and release-metadata changes, the lock diff, version-gate
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cleanup candidates, inputs updated, and validation results. Leave committing to the maintainer
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unless asked; if committing, follow the repo's `area/scope: Capitalized summary` convention.
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