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Configure the Trust Boundaries

Chapter 5 of 7 · Section 35 of 44

Sections

1. Intro

  • 1. Deploy your own
  • 2. Agenda

2. Prepare Google Cloud

  • 3. Bring your own project
  • 4. Dry-run first
  • 5. Private assets and domain restricted sharing
  • 6. The one project that is public on purpose
  • 7. The Navigator deployment matrix
  • 8. The `/app` mount and HTTP route ownership
  • 9. `neon` — the whole brand seam
  • 10. Live rollout checkpoint
  • 11. Set one site to one version

3. Provision the Infrastructure

  • 12. The APIs that light up
  • 13. Network and five buckets
  • 14. How a Project portal reaches a client
  • 15. One matter's document never backs another matter's
  • 16. A private image registry
  • 17. The cluster comes up

4. Environment Matrix

  • 18. Three operating modes, two deployment profiles
  • 19. Configuration precedence: the first source wins
  • 20. Local dev controls: inputs read by `navigator dev`
  • 21. Local runtime: what `.devx/env` generates
  • 22. The store: SurrealDB
  • 23. Where SurrealDB authorization lives
  • 24. Deployed runtime: core web and worker wiring
  • 25. Deployed runtime: identity and access
  • 26. Deployed runtime: email, signatures, and billing
  • 27. Deployed runtime: repositories, content, AI, and scheduled work
  • 28. Provision and ship: variables read by the operator CLI
  • 29. Ancillary operations and opt-in test controls
  • 30. When simulated data appears

5. Configure the Trust Boundaries

  • 31. Secrets: the invariants that gate the boot
  • 32. Sign-in: bring an OIDC provider; passwords live there, not here
  • 33. Role rings: who can do what
  • 34. Provider signup and parity across the deployments
  • 35. The external surface — every third party, in one place
  • 36. The two service deployments
  • 37. Security architecture

6. Ship the Instance

  • 38. Ship and verify
  • 39. Post the verified handoff in `#navigator`
  • 40. Point your domain at the instance (optional)
  • 41. Drive it from the CLI
  • 42. Make it yours — white-label under your own brand
  • 43. This is how we set up Neon Law Foundation

7. Wrap Up

  • 44. Canonical references

The external surface — every third party, in one place

Neon Law Navigator's runtime external surface has these services, in two kinds — platform services (the cloud the stack runs on) and feature vendors (each lights up one capability and stubs out cleanly when unconfigured):

ServiceWhat it gives youKindAt boot
Google CloudStorage, OIDC, archiveplatformrequired — provisioned by navigator ops gcp setup
Restate CloudDurable workflow execution (workflows-service)platformrequired — the workflow broker
Vertex AIThe A2A agent-router LLM (Gemini Flash in prod)platformoptional — NullRouter until configured
GitHubPrivate per-Project repositoriesplatformrequired in the requested cloud topology
DocuSignE-signaturefeatureCI-harness stub; required in a normal dev deployment and production
XeroAccounting / billing (ACCREC invoices)featureStubBillingProvider until XERO_* is complete
SendGridOutbound + inbound emailfeatureCI-harness capture; otherwise required

Presenter notes

The full catalog, with env prefixes and the per-environment account rule, is docs/third-party-integrations.md — the table above is the deployer's-eye view of it. Garage is the default open store for local and on-premises installs, while the S3 contract permits any conforming endpoint. The single-node Garage shape in KIND is disposable developer infrastructure, not a production HA topology. Two things worth saying out loud for a copyist:

  • Non-production boots with the canonical catalog; deployed integrations fail closed. The explicit local CI harness needs none of the feature vendors: it captures email and uses in-process stubs, while Garage, SurrealDB, Rauthy, and Restate run in KIND. Cloud staging and production instead require configured SendGrid and DocuSign accounts at boot. Test-only records stay inside the harness's isolated database schema.
  • One provider attachment per deployment. Staging attachments point only at sandboxes and production attachments point only at live accounts. A provider tenant may hold several attachments when that is its native model, but credentials, webhooks, senders, data partitions, and smoke evidence remain per deployment. That convention lives in docs/provider-environment-parity.md, docs/third-party-integrations.md, and docs/docusign-esignature.md.

One boundary worth naming: Xero reconciles against the firm's bank (Mercury) inside Xero — Neon Law Navigator never speaks to Mercury. Our only integration edge is the Xero API. That is the shape to copy: integrate the system of record, not everything it in turn connects to.

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