Man, I thought this would be uncomplicated! While your comments are appreciated, most of them don't apply. Let me explain.Sorry, I focussed on your second scenario, but similar comments apply to the first.
There are a coupe of underlying principles that your scenarios and methods seem to me to be missing.
The first is that the System Volume cannot exist in anything other than a clean state. There is no point in re-installing the System Volume of the same macOS version.
The second is that nothing is cleaned up or improved by migrating your existing Data volume back. Any problem with the original, cruft etc, will be migrated back. (Edit I would just qualify that by saying some caches etc may not be cloned, so would not be copied back and this might have a benefit, but you could safe boot instead)
If you want to upgrade to Ventura just use Software Update and it will replace your Monterey System Volume with a Ventura System volume and link it to your existing Data volume. You can use a bootable installer for this instead of Software Update but there is no need, and no benefit from erasing either the old System Volume or the Data Volume in advance. You do not need to migrate the Data Volume in from a backup. Setup Assistant would not be involved.
It is useful to have a bootable installer for when things go wrong. It is also essential if you want to install a different macOS from the version in your Recovery onto an external, or to avoid re-downloading the installer if you have a few machines to do.
First, I rarely, if ever, have issues with any of my Macs. One important reason is that I keep my machines lean, mean, and clean. In actuality, I am doing cleanup every day. Most of that involves permanently removing deleted EMails. I use Thunderbird, and it is easy to do that with it. Not sure about other EMail programs, but I suspect most folks do not do that. I also keep my software up to date. Such tasks go along with what you said about the System Volume needing to be in a clean slate. And also my Data Volume is as clean as possible.
Secondly, whenever I move to a new Mac OS, I always do a clean, fresh installation of the new OS (after using Disk Utility to Erase and Format the internal SSD), followed by the migration of the Data Volume. As it is, when I am ready to do the move, I first perform my usual weekly (Saturday) tasks: run Onyx, TechTool Pro, and then do a SuperDuper! backup. The Data Volume copied by SD would be as clean as possible, so no issues with it. I have been following that clean installation method for so long, and it has always worked very well for me. I sometimes do it "within the same OS", ie, if for example I am running V1 of the OS, and V2 is released, there are times when I will again do a clean, fresh installation of V2. There are other times where I will just do the software update. In either case, never have an issue.
In actuality, I recently needed to do a re-installation of V12.6.1 on my Mini. What happened is when I tried to install the initial version of Ventura, V13.0, onto an external SSD, I lost my start-up chime. I did read about the issue and checked and re-checked and re-rechecked the settings within the Sound System Preference panel (and yes, my external speakers were on and worked fine (no issue in getting sound from applications)). One of the recommended fixes was to re-install the OS. That is exactly what I did, and I got the start-up chime back. But when it happened recently again, a clean installation did not correct the issue.
In any event, I'll just stick with my steps that I stated above, They seem to be fine.
Of course there is now the issue of no longer being able to boot from an external SSD that contains a backup made by either CCC or SD with a Mac running Ventura. Note though that Vudman claims just the opposite (but not sure which backup/cloning program). As I suspect you saw, I have requested clarification from him.
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