Dotfiles Sync

Workflow: Dotfiles Sync

NEVER REBASE. ALWAYS MERGE.

Terminology

Always use "local" and "remote" when presenting drift reports. Never use chezmoi's internal "source/target" terminology in user-facing output.

Trigger

Run this workflow when you need to:

• reconcile local-vs-remote dotfile drift
• inspect pending chezmoi changes before apply
• perform a safe remote-first sync across machines

Inputs

• Chezmoi remote repo at $HOME/.local/share/chezmoi
• Local state under $HOME
• dotfiles helper available on PATH
• Optional handoff context in .lev/pm/handoffs/
• Workstream state at .lev/pm/workstreams/dotfiles-sync/state/workstream.yaml

Steps

Phase 1: Scan + Auto-Classify (immediate, no user interaction)

1. Run dotfiles status and dotfiles sync in parallel.

2. Run dotfiles inspect chezmoi-diff to get full diff content for every entry.

3. Auto-classify every diff into exactly one of these buckets. There is NO "manual review" bucket — every diff MUST be classified:

   • remote-only — exists in remote, not reflected locally. This does not automatically mean local intentionally removed it; it can also mean this machine never installed or does not use an optional file.
   • local-drift — local changed intentionally, remote is stale (MM where target newer)
   • conflict — both changed in the same area (MM where both recent, content diverges structurally)
   • volatile — runtime noise: .tmp, installation_id, cache files, lockfiles, IDE state (auto NO-GO, silent skip)
   • script-rename — chezmoi script naming convention change (R status). Inspect source to confirm equivalence, then classify as GO.
   • intentional-removal — file deleted locally on purpose (check memory + handoff history for prior decisions before asking user)

   Classification rules:

   • If the path is in .chezmoiignore, skip entirely — it should not appear in the report.
   • If the path matches known volatile patterns (.tmp, installation_id, plugins/, cache/, *.log, *.lock), classify as volatile automatically.
   • If the diff shows only whitespace, line-ending, or timestamp changes, classify as volatile.
   • If DA and source is newer, inspect intent before recommending apply. Local absence can mean "not installed on this machine", not "removed globally". Example: .config/opencode/oh-my-opencode.json existed only in remote while local opencode.json was newer; the correct action was to forget the remote-only optional file, not apply it locally.
   • If MM and target is newer, classify as local-drift.
   • If R (rename), read both old and new source files to determine if content is equivalent or changed.
   • If any parent source path starts with exact_, audit the parent ownership before classifying child diffs. Exact directories make local runtime files appear as delete/re-add drift. Example: exact_dot_codex caused Codex sqlite/native-host/runtime files to recur every sync; the correct action was to convert to non-exact dot_codex/AGENTS.md, not classify every runtime file independently.
   • Treat run_onchange_* scripts as executable side effects, not normal file updates. Inspect the script before GO. Example: the QMD installer was narrow; install-deps triggered broad Homebrew upgrades and was not safe as a QMD-scoped action.
   • Check .lev/pm/handoffs/ and memory for prior decisions about specific paths before classifying ambiguous items.

4. For each classified diff, determine GO/NO-GO:

   • remote-only → GO only when the remote file is clearly desired on this machine; otherwise ESCALATE or intentional-removal/forget
   • local-drift → GO (re-add from local to remote)
   • conflict → ESCALATE (present both sides, require explicit user decision)
   • volatile → NO-GO (skip silently, recommend adding to .chezmoiignore if not already there)
   • script-rename → GO only after side-effect review confirms the script is safe for this sync scope
   • intentional-removal → GO (remove from remote via chezmoi forget)

Phase 2: Enriched Report (first response to user)

Present a single enriched report. Use /now or a clear table format. The report MUST include:

DOTFILES SYNC REPORT — {hostname} — {date}

SUMMARY
  Total diffs: N
  Auto-resolved: N (GO)
  Escalations: N (need your call)
  Volatile skipped: N

ACTIONS (GO)
| # | Path | Direction | What changes | Classification |
|---|------|-----------|-------------|----------------|
| 1 | .claude/settings.json | local → remote | +3 hooks, -1 deprecated key | local-drift |
| 2 | .codex/AGENTS.md | local → remote | updated agent list | local-drift |
| ... | | | | |

ESCALATIONS (need decision)
| # | Path | Local intent | Remote intent | My recommendation |
|---|------|-----------|-------------|-------------------|
| (none if clean) | | | | |

VOLATILE (auto-skipped)
| Path | Reason |
|------|--------|
| .codex/.tmp | runtime temp dir |

CHEZMOIIGNORE CANDIDATES
| Path | Why |
|------|-----|
| (paths that keep showing up as volatile but aren't in .chezmoiignore yet) |

For escalations, explain intent, not just timestamps. Timestamp is evidence only. Example: local OpenCode config newer than remote means local may win, but a single remote package-name correction can still be merged intentionally.

End the report with a single go/no-go prompt:

• If zero escalations: "All N actions are auto-classified GO. Execute? [y/n]"
• If escalations exist: "N actions ready, M need your call. Resolve escalations first, then execute."

Phase 3: Execute (only after user confirms)

5. Re-add local-drift files to remote: chezmoi re-add <paths>
6. Remove intentional-removal files from remote: chezmoi forget --force <paths>
7. Review git -C ~/.local/share/chezmoi status --short
8. Commit with descriptive message
9. Fetch, then merge remote changes (NEVER rebase)
10. Push
11. Only after remote is settled: chezmoi apply --force for remote-only and script-rename paths
12. Re-run dotfiles sync to verify clean state
13. Report final state

Team

Outputs

• Enriched drift report (first response, always)
• Updated chezmoi remote repo state
• Updated local home state after apply
• Dry-run report at ~/.local/state/lev/dotfiles-sync-plan.latest.txt
• Workstream state update at .lev/pm/workstreams/dotfiles-sync/state/workstream.yaml

Validation

• Every diff is classified — zero items in any "manual review" or "unclassified" bucket
• dotfiles sync completes clean after execution
• Any committed remote changes are pushed successfully
• chezmoi apply --force runs only after remote is reconciled
• True conflicts (both sides changed structurally) are escalated, never auto-merged
• Final dotfiles status reflects either clean state or explicitly accepted volatile noise
• Volatile paths not in .chezmoiignore are flagged as candidates for addition