Principle Separate Before Serializing Shared State

---
name: principle-separate-before-serializing-shared-state
description: "Apply when concurrent actors share mutable files, branches, keys, or objects."
license: MIT
metadata:
  author: jstack-maintainers
  source: michael-denyer/pstack-claude
  source-version: "0.9.30"
  source-commit: 45f768349a6d7d7e71509fee3f5bccfad54b3bad
  owner: software-factory
  risk: low
  capabilities: jstack,engineering-principle
user-invocable: false
---

# Separate Before Serializing Shared State

When concurrent actors might share mutable state, first ask whether they need the same mutable object. If not, eliminate the sharing. When sharing is real, enforce serialization structurally: lockfiles, sequential phases, exclusive ownership. Instructions and conventions are not concurrency control.

**Why:** Concurrent writes to shared state create race conditions that are intermittent, hard to reproduce, and expensive to debug.

**Pattern:**
1. **Identify shared mutable state** (files both read and write, branches both push to, APIs both define and consume).
2. **Default: eliminate the shared write target.** Ask: do these actors need one canonical object, or are they publishing independent facts? Give each actor its own owned file, key, branch, or state directory, and merge only at the read/reporting boundary. Two workers writing their own `lastX` field into one `state.json` is still shared mutation; `indexer-state.json` + `metrics-state.json` is not.
3. **Only when one shared write target is a real invariant, serialize access structurally** (lockfiles, sequential phases, single-writer actor, or atomic compare-and-swap). Treat "we need a lock" as a design smell to check, not as the default answer.