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Configure the Trust Boundaries

Chapter 5 of 7 · Section 37 of 45

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 Navigator deployment matrix
  • 7. The `/app` mount and HTTP route ownership
  • 8. `neon` — the whole brand seam
  • 9. Live rollout checkpoint
  • 10. Set one site to one version

3. Provision the Infrastructure

  • 11. The APIs that light up
  • 12. Network and storage buckets
  • 13. How a Project portal reaches a client
  • 14. A document's bytes and authorization are separate
  • 15. A private image registry
  • 16. The cluster comes up
  • 17. What setup owns — and what follows it

4. Environment Matrix

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

5. Configure the Trust Boundaries

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

6. Ship the Instance

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

7. Wrap Up

  • 45. Canonical references

The two service deployments

A production install runs one Rust application in two operational roles:

  • navigator-web — the public portal, Navigator MCP/API routes, webhooks, health probes, embedded Rego authorization, and client-facing Documents/Engagements/Invoices views.
  • workflows-service — the durable Restate worker that renders documents, advances workflows, sends emails, and runs the background side effects the portal schedules.

The split keeps the portal stateless: every side effect that needs durable retries belongs to the worker rather than to a request handler. Lawyer and admin users with Project access work the matter through the firm workbench, over the participation-scoped list that surface resolves for them. Clients use the portal file surface: they see only Projects where they have a person_project_roles row, and the portal renders reviewed documents, Engagements, and invoices without exposing storage vocabulary or GCS credentials.

Presenter notes

Pause here and make the deployment shape concrete. navigator-web is horizontally scalable because it stores state in the store, Restate, and GCS — no role owns a mounted filesystem, so nothing in the serving path is a single writer. workflows-service is separate because side effects need durable retries and clean worker ownership. The private documents bucket stays private in both roles; client access is checked by Navigator before bytes are streamed back through the portal.

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