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nixfiles/docs/nixpkgs-upgrade.md
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jackos1998 5e036d17c4 docs/nixpkgs: Expand upgrade workflow
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.
2026-08-23 21:44:07 +01:00

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Markdown

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