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Configure the Trust Boundaries

Chapter 5 of 7 · Section 38 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

Security architecture


flowchart TB
  client["Client browser"]
  lawyer["Lawyer/admin browser"]
  oidc["OIDC provider"]
  edge["HTTPS Gateway"]

  subgraph gke["GKE namespace"]
    web["navigator-web\nportal, Navigator MCP, APIs"]
    worker["workflows-service\nDurable worker"]
  end

  subgraph data["Private data plane"]
    pg["SurrealDB\nroles + project access"]
    docs["GCS documents bucket\nprivate blobs"]
    assets["GCS assets bucket\nprivate marketing objects\nserved through /assets"]
  end

  client --> edge
  lawyer --> edge
  edge --> web
  web --> oidc
  web --> pg
  web --> docs
  web --> assets
  web --> worker
  worker --> pg
  worker --> docs

  client -. "portal session only" .-> web
  lawyer -. "portal session + lawyer role" .-> web

Clients never receive GCS IAM, bucket URLs, or object paths. A client request enters through navigator-web, resolves identity through OIDC, reads authorization from persons and person_project_roles, and streams only the portal-visible matter files back through the app. Lawyer and admin access is not a second door: it enters through the same service and the same database access model, and differs only in what the role and participation checks allow.

Presenter notes

This is the security picture to leave in the room. The public edge is not the trust boundary by itself; the app still checks identity, role, and Project participation before showing matter data. The private documents bucket is a storage backend, not a client-facing sharing product. A disclosed client sees reviewed matter files because Navigator streams them through the portal. A disclosed Lawyer/admin user sees more of the matter because their role allows legal editing and history — through the same portal, not a separate privileged tier.

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