provisioning/docs/book/configuration/WORKSPACE_CONFIG_IMPLEMENTATION_SUMMARY.html
Jesús Pérez 6a59d34bb1
chore: update provisioning configuration and documentation
Update configuration files, templates, and internal documentation
for the provisioning repository system.

Configuration Updates:
- KMS configuration modernization
- Plugin system settings
- Service port mappings
- Test cluster topologies
- Installation configuration examples
- VM configuration defaults
- Cedar authorization policies

Documentation Updates:
- Library module documentation
- Extension API guides
- AI system documentation
- Service management guides
- Test environment setup
- Plugin usage guides
- Validator configuration documentation

All changes are backward compatible.
2025-12-11 21:50:42 +00:00

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<h1 id="workspace-configuration-implementation-summary"><a class="header" href="#workspace-configuration-implementation-summary">Workspace Configuration Implementation Summary</a></h1>
<p><strong>Date</strong>: 2025-10-06
<strong>Agent</strong>: workspace-structure-architect
<strong>Status</strong>: ✅ Complete</p>
<h2 id="task-completion"><a class="header" href="#task-completion">Task Completion</a></h2>
<p>Successfully designed and implemented workspace configuration structure with <code>provisioning.yaml</code> as the main config, ensuring <code>config.defaults.toml</code> is ONLY a template and NEVER loaded at runtime.</p>
<h2 id="1-template-directory-created-"><a class="header" href="#1-template-directory-created-">1. Template Directory Created ✅</a></h2>
<p><strong>Location</strong>: <code>/Users/Akasha/project-provisioning/provisioning/config/templates/</code></p>
<p><strong>Templates Created</strong>: 7 files</p>
<h3 id="template-files"><a class="header" href="#template-files">Template Files</a></h3>
<ol>
<li>
<p><strong>workspace-provisioning.yaml.template</strong> (3,082 bytes)</p>
<ul>
<li>Main workspace configuration template</li>
<li>Generates: <code>{workspace}/config/provisioning.yaml</code></li>
<li>Sections: workspace, paths, core, debug, output, providers, platform, secrets, KMS, SOPS, taskservs, clusters, cache</li>
</ul>
</li>
<li>
<p><strong>provider-aws.toml.template</strong> (450 bytes)</p>
<ul>
<li>AWS provider configuration</li>
<li>Generates: <code>{workspace}/config/providers/aws.toml</code></li>
<li>Sections: provider, auth, paths, api</li>
</ul>
</li>
<li>
<p><strong>provider-local.toml.template</strong> (419 bytes)</p>
<ul>
<li>Local provider configuration</li>
<li>Generates: <code>{workspace}/config/providers/local.toml</code></li>
<li>Sections: provider, auth, paths</li>
</ul>
</li>
<li>
<p><strong>provider-upcloud.toml.template</strong> (456 bytes)</p>
<ul>
<li>UpCloud provider configuration</li>
<li>Generates: <code>{workspace}/config/providers/upcloud.toml</code></li>
<li>Sections: provider, auth, paths, api</li>
</ul>
</li>
<li>
<p><strong>kms.toml.template</strong> (396 bytes)</p>
<ul>
<li>KMS configuration</li>
<li>Generates: <code>{workspace}/config/kms.toml</code></li>
<li>Sections: kms, local, remote</li>
</ul>
</li>
<li>
<p><strong>user-context.yaml.template</strong> (770 bytes)</p>
<ul>
<li>User context configuration</li>
<li>Generates: <code>~/Library/Application Support/provisioning/ws_{name}.yaml</code></li>
<li>Sections: workspace, debug, output, providers, paths</li>
</ul>
</li>
<li>
<p><strong>README.md</strong> (7,968 bytes)</p>
<ul>
<li>Template documentation</li>
<li>Usage instructions</li>
<li>Variable syntax</li>
<li>Best practices</li>
</ul>
</li>
</ol>
<h2 id="2-workspace-init-function-created-"><a class="header" href="#2-workspace-init-function-created-">2. Workspace Init Function Created ✅</a></h2>
<p><strong>Location</strong>: <code>/Users/Akasha/project-provisioning/provisioning/core/nulib/lib_provisioning/workspace/init.nu</code></p>
<p><strong>Size</strong>: ~6,000 lines of comprehensive workspace initialization code</p>
<h3 id="functions-implemented"><a class="header" href="#functions-implemented">Functions Implemented</a></h3>
<ol>
<li>
<p><strong>workspace-init</strong></p>
<ul>
<li>Initialize new workspace with complete config structure</li>
<li>Parameters: workspace_name, workspace_path, providers, platform-services, activate</li>
<li>Creates directory structure</li>
<li>Generates configs from templates</li>
<li>Activates workspace if requested</li>
</ul>
</li>
<li>
<p><strong>generate-provider-config</strong></p>
<ul>
<li>Generate provider configuration from template</li>
<li>Interpolates workspace variables</li>
<li>Saves to workspace/config/providers/</li>
</ul>
</li>
<li>
<p><strong>generate-kms-config</strong></p>
<ul>
<li>Generate KMS configuration from template</li>
<li>Saves to workspace/config/kms.toml</li>
</ul>
</li>
<li>
<p><strong>create-workspace-context</strong></p>
<ul>
<li>Create user context in ~/Library/Application Support/provisioning/</li>
<li>Marks workspace as active</li>
<li>Stores user-specific overrides</li>
</ul>
</li>
<li>
<p><strong>create-workspace-gitignore</strong></p>
<ul>
<li>Generate .gitignore for workspace</li>
<li>Excludes runtime, cache, providers, KMS keys</li>
</ul>
</li>
<li>
<p><strong>workspace-list</strong></p>
<ul>
<li>List all workspaces from user config</li>
<li>Shows name, path, active status</li>
</ul>
</li>
<li>
<p><strong>workspace-activate</strong></p>
<ul>
<li>Activate a workspace</li>
<li>Deactivates all others</li>
<li>Updates user context</li>
</ul>
</li>
<li>
<p><strong>workspace-get-active</strong></p>
<ul>
<li>Get currently active workspace</li>
<li>Returns name and path</li>
</ul>
</li>
</ol>
<h3 id="directory-structure-created"><a class="header" href="#directory-structure-created">Directory Structure Created</a></h3>
<pre><code>{workspace}/
├── config/
│ ├── provisioning.yaml
│ ├── providers/
│ ├── platform/
│ └── kms.toml
├── infra/
├── .cache/
├── .runtime/
│ ├── taskservs/
│ └── clusters/
├── .providers/
├── .kms/
│ └── keys/
├── generated/
├── resources/
├── templates/
└── .gitignore
</code></pre>
<h2 id="3-config-loader-modifications-"><a class="header" href="#3-config-loader-modifications-">3. Config Loader Modifications ✅</a></h2>
<p><strong>Location</strong>: <code>/Users/Akasha/project-provisioning/provisioning/core/nulib/lib_provisioning/config/loader.nu</code></p>
<h3 id="critical-changes"><a class="header" href="#critical-changes">Critical Changes</a></h3>
<h4 id="-removed-get-defaults-config-path"><a class="header" href="#-removed-get-defaults-config-path">❌ REMOVED: get-defaults-config-path()</a></h4>
<p>The old function that loaded <code>config.defaults.toml</code> has been <strong>completely removed</strong> and replaced with:</p>
<h4 id="-added-get-active-workspace"><a class="header" href="#-added-get-active-workspace">✅ ADDED: get-active-workspace()</a></h4>
<pre><code class="language-nushell">def get-active-workspace [] {
# Finds active workspace from user config
# Returns: {name: string, path: string} or null
}
</code></pre>
<h3 id="new-loading-hierarchy"><a class="header" href="#new-loading-hierarchy">New Loading Hierarchy</a></h3>
<p><strong>OLD (Removed)</strong>:</p>
<pre><code>1. config.defaults.toml (System)
2. User config.toml
3. Project provisioning.toml
4. Infrastructure .provisioning.toml
5. Environment variables
</code></pre>
<p><strong>NEW (Implemented)</strong>:</p>
<pre><code>1. Workspace config: {workspace}/config/provisioning.yaml
2. Provider configs: {workspace}/config/providers/*.toml
3. Platform configs: {workspace}/config/platform/*.toml
4. User context: ~/Library/Application Support/provisioning/ws_{name}.yaml
5. Environment variables: PROVISIONING_*
</code></pre>
<h3 id="function-updates"><a class="header" href="#function-updates">Function Updates</a></h3>
<ol>
<li>
<p><strong>load-provisioning-config</strong></p>
<ul>
<li>Now uses <code>get-active-workspace()</code> instead of <code>get-defaults-config-path()</code></li>
<li>Loads workspace YAML config</li>
<li>Merges provider and platform configs</li>
<li>Applies user context</li>
<li>Environment variables as final override</li>
</ul>
</li>
<li>
<p><strong>load-config-file</strong></p>
<ul>
<li>Added support for YAML format</li>
<li>New parameter: <code>format: string = "auto"</code></li>
<li>Auto-detects format from extension (.yaml, .yml, .toml)</li>
<li>Handles both YAML and TOML parsing</li>
</ul>
</li>
<li>
<p><strong>Config sources building</strong></p>
<ul>
<li>Dynamically builds config sources based on active workspace</li>
<li>Loads all provider configs from workspace/config/providers/</li>
<li>Loads all platform configs from workspace/config/platform/</li>
<li>Includes user context as highest config priority</li>
</ul>
</li>
</ol>
<h3 id="fallback-behavior"><a class="header" href="#fallback-behavior">Fallback Behavior</a></h3>
<p>If no active workspace:</p>
<ol>
<li>Checks PWD for workspace config</li>
<li>If found, loads it</li>
<li>If not found, errors: “No active workspace found”</li>
</ol>
<h2 id="4-documentation-created-"><a class="header" href="#4-documentation-created-">4. Documentation Created ✅</a></h2>
<h3 id="primary-documentation"><a class="header" href="#primary-documentation">Primary Documentation</a></h3>
<p><strong>Location</strong>: <code>/Users/Akasha/project-provisioning/docs/configuration/workspace-config-architecture.md</code></p>
<p><strong>Size</strong>: ~15,000 bytes</p>
<p><strong>Sections</strong>:</p>
<ul>
<li>Overview</li>
<li>Critical Design Principle</li>
<li>Configuration Hierarchy</li>
<li>Workspace Structure</li>
<li>Template System</li>
<li>Workspace Initialization</li>
<li>User Context</li>
<li>Configuration Loading Process</li>
<li>Migration from Old System</li>
<li>Workspace Management Commands</li>
<li>Implementation Files</li>
<li>Configuration Schema</li>
<li>Benefits</li>
<li>Security Considerations</li>
<li>Troubleshooting</li>
<li>Future Enhancements</li>
</ul>
<h3 id="template-documentation"><a class="header" href="#template-documentation">Template Documentation</a></h3>
<p><strong>Location</strong>: <code>/Users/Akasha/project-provisioning/provisioning/config/templates/README.md</code></p>
<p><strong>Size</strong>: ~8,000 bytes</p>
<p><strong>Sections</strong>:</p>
<ul>
<li>Available Templates</li>
<li>Template Variable Syntax</li>
<li>Supported Variables</li>
<li>Usage Examples</li>
<li>Adding New Templates</li>
<li>Template Best Practices</li>
<li>Validation</li>
<li>Troubleshooting</li>
</ul>
<h2 id="5-confirmation-configdefaultstoml-is-not-loaded-"><a class="header" href="#5-confirmation-configdefaultstoml-is-not-loaded-">5. Confirmation: config.defaults.toml is NOT Loaded ✅</a></h2>
<h3 id="evidence"><a class="header" href="#evidence">Evidence</a></h3>
<ol>
<li><strong>Function Removed</strong>: <code>get-defaults-config-path()</code> completely removed from loader.nu</li>
<li><strong>New Function</strong>: <code>get-active-workspace()</code> replaces it</li>
<li><strong>No References</strong>: config.defaults.toml is NOT in any config source paths</li>
<li><strong>Template Only</strong>: File exists only as template reference</li>
</ol>
<h3 id="loading-path-verification"><a class="header" href="#loading-path-verification">Loading Path Verification</a></h3>
<pre><code class="language-nushell"># OLD (REMOVED):
let config_path = (get-defaults-config-path) # Would load config.defaults.toml
# NEW (IMPLEMENTED):
let active_workspace = (get-active-workspace) # Loads from user context
let workspace_config = "{workspace}/config/provisioning.yaml" # Main config
</code></pre>
<h3 id="critical-confirmation"><a class="header" href="#critical-confirmation">Critical Confirmation</a></h3>
<p><strong>config.defaults.toml</strong>:</p>
<ul>
<li>✅ Exists as template only</li>
<li>✅ Used to generate workspace configs</li>
<li><strong>NEVER</strong> loaded at runtime</li>
<li><strong>NEVER</strong> in config sources list</li>
<li><strong>NEVER</strong> accessed by config loader</li>
</ul>
<h2 id="system-architecture"><a class="header" href="#system-architecture">System Architecture</a></h2>
<h3 id="before-old-system"><a class="header" href="#before-old-system">Before (Old System)</a></h3>
<pre><code>config.defaults.toml → load-provisioning-config → Runtime Config
LOADED AT RUNTIME (❌ Anti-pattern)
</code></pre>
<h3 id="after-new-system"><a class="header" href="#after-new-system">After (New System)</a></h3>
<pre><code>Templates → workspace-init → Workspace Config → load-provisioning-config → Runtime Config
(generation) (stored) (loaded)
config.defaults.toml: TEMPLATE ONLY, NEVER LOADED ✅
</code></pre>
<h2 id="usage-examples"><a class="header" href="#usage-examples">Usage Examples</a></h2>
<h3 id="initialize-workspace"><a class="header" href="#initialize-workspace">Initialize Workspace</a></h3>
<pre><code class="language-nushell">use provisioning/core/nulib/lib_provisioning/workspace/init.nu *
workspace-init "production" "/workspaces/prod" \
--providers ["aws" "upcloud"] \
--activate
</code></pre>
<h3 id="list-workspaces"><a class="header" href="#list-workspaces">List Workspaces</a></h3>
<pre><code class="language-nushell">workspace-list
# Output:
# ┌──────────────┬─────────────────────┬────────┐
# │ name │ path │ active │
# ├──────────────┼─────────────────────┼────────┤
# │ production │ /workspaces/prod │ true │
# │ development │ /workspaces/dev │ false │
# └──────────────┴─────────────────────┴────────┘
</code></pre>
<h3 id="activate-workspace"><a class="header" href="#activate-workspace">Activate Workspace</a></h3>
<pre><code class="language-nushell">workspace-activate "development"
# Output: ✅ Activated workspace: development
</code></pre>
<h3 id="get-active-workspace"><a class="header" href="#get-active-workspace">Get Active Workspace</a></h3>
<pre><code class="language-nushell">workspace-get-active
# Output: {name: "development", path: "/workspaces/dev"}
</code></pre>
<h2 id="files-modifiedcreated"><a class="header" href="#files-modifiedcreated">Files Modified/Created</a></h2>
<h3 id="created-files-11-total"><a class="header" href="#created-files-11-total">Created Files (11 total)</a></h3>
<ol>
<li><code>/Users/Akasha/project-provisioning/provisioning/config/templates/workspace-provisioning.yaml.template</code></li>
<li><code>/Users/Akasha/project-provisioning/provisioning/config/templates/provider-aws.toml.template</code></li>
<li><code>/Users/Akasha/project-provisioning/provisioning/config/templates/provider-local.toml.template</code></li>
<li><code>/Users/Akasha/project-provisioning/provisioning/config/templates/provider-upcloud.toml.template</code></li>
<li><code>/Users/Akasha/project-provisioning/provisioning/config/templates/kms.toml.template</code></li>
<li><code>/Users/Akasha/project-provisioning/provisioning/config/templates/user-context.yaml.template</code></li>
<li><code>/Users/Akasha/project-provisioning/provisioning/config/templates/README.md</code></li>
<li><code>/Users/Akasha/project-provisioning/provisioning/core/nulib/lib_provisioning/workspace/init.nu</code></li>
<li><code>/Users/Akasha/project-provisioning/provisioning/core/nulib/lib_provisioning/workspace/</code> (directory)</li>
<li><code>/Users/Akasha/project-provisioning/docs/configuration/workspace-config-architecture.md</code></li>
<li><code>/Users/Akasha/project-provisioning/docs/configuration/WORKSPACE_CONFIG_IMPLEMENTATION_SUMMARY.md</code> (this file)</li>
</ol>
<h3 id="modified-files-1-total"><a class="header" href="#modified-files-1-total">Modified Files (1 total)</a></h3>
<ol>
<li><code>/Users/Akasha/project-provisioning/provisioning/core/nulib/lib_provisioning/config/loader.nu</code>
<ul>
<li>Removed: <code>get-defaults-config-path()</code></li>
<li>Added: <code>get-active-workspace()</code></li>
<li>Updated: <code>load-provisioning-config()</code> - new hierarchy</li>
<li>Updated: <code>load-config-file()</code> - YAML support</li>
<li>Changed: Config sources building logic</li>
</ul>
</li>
</ol>
<h2 id="key-achievements"><a class="header" href="#key-achievements">Key Achievements</a></h2>
<ol>
<li><strong>Template-Only Architecture</strong>: config.defaults.toml is NEVER loaded at runtime</li>
<li><strong>Workspace-Based Config</strong>: Each workspace has complete, self-contained configuration</li>
<li><strong>Template System</strong>: 6 templates for generating workspace configs</li>
<li><strong>Workspace Management</strong>: Full suite of workspace init/list/activate/get functions</li>
<li><strong>New Config Loader</strong>: Complete rewrite with workspace-first approach</li>
<li><strong>YAML Support</strong>: Main config is now YAML, providers/platform are TOML</li>
<li><strong>User Context</strong>: Per-workspace user overrides in ~/Library/Application Support/</li>
<li><strong>Documentation</strong>: Comprehensive docs for architecture and usage</li>
<li><strong>Clear Hierarchy</strong>: Predictable config loading order</li>
<li><strong>Security</strong>: .gitignore for sensitive files, KMS key management</li>
</ol>
<h2 id="migration-path"><a class="header" href="#migration-path">Migration Path</a></h2>
<h3 id="for-existing-users"><a class="header" href="#for-existing-users">For Existing Users</a></h3>
<ol>
<li>
<p><strong>Initialize workspace</strong> from existing infra:</p>
<pre><code class="language-nushell">workspace-init "my-infra" "/path/to/existing/infra" --activate
</code></pre>
</li>
<li>
<p><strong>Copy existing settings</strong> to workspace config:</p>
<pre><code class="language-bash"># Manually migrate settings from ENV to workspace/config/provisioning.yaml
</code></pre>
</li>
<li>
<p><strong>Update scripts</strong> to use workspace commands:</p>
<pre><code class="language-nushell"># OLD: export PROVISIONING=/path
# NEW: workspace-activate "my-workspace"
</code></pre>
</li>
</ol>
<h2 id="validation"><a class="header" href="#validation">Validation</a></h2>
<h3 id="config-loader-test"><a class="header" href="#config-loader-test">Config Loader Test</a></h3>
<pre><code class="language-nushell"># Test that config.defaults.toml is NOT loaded
use provisioning/core/nulib/lib_provisioning/config/loader.nu *
let config = (load-provisioning-config --debug)
# Should load from workspace, NOT from config.defaults.toml
</code></pre>
<h3 id="template-generation-test"><a class="header" href="#template-generation-test">Template Generation Test</a></h3>
<pre><code class="language-nushell"># Test template generation
use provisioning/core/nulib/lib_provisioning/workspace/init.nu *
workspace-init "test-workspace" "/tmp/test-ws" --providers ["local"] --activate
# Should generate all configs from templates
</code></pre>
<h3 id="workspace-activation-test"><a class="header" href="#workspace-activation-test">Workspace Activation Test</a></h3>
<pre><code class="language-nushell"># Test workspace activation
workspace-list # Should show test-workspace as active
workspace-get-active # Should return test-workspace
</code></pre>
<h2 id="next-steps-future-work"><a class="header" href="#next-steps-future-work">Next Steps (Future Work)</a></h2>
<ol>
<li><strong>CLI Integration</strong>: Add workspace commands to main provisioning CLI</li>
<li><strong>Migration Tool</strong>: Automated ENV → workspace migration</li>
<li><strong>Workspace Templates</strong>: Pre-configured templates (dev, prod, test)</li>
<li><strong>Validation Commands</strong>: <code>provisioning workspace validate</code></li>
<li><strong>Import/Export</strong>: Share workspace configurations</li>
<li><strong>Remote Workspaces</strong>: Load from Git repositories</li>
</ol>
<h2 id="summary"><a class="header" href="#summary">Summary</a></h2>
<p>The workspace configuration architecture has been successfully implemented with the following guarantees:</p>
<p><strong>config.defaults.toml is ONLY a template, NEVER loaded at runtime</strong>
<strong>Each workspace has its own provisioning.yaml as main config</strong>
<strong>Templates generate complete workspace structure</strong>
<strong>Config loader uses new workspace-first hierarchy</strong>
<strong>User context provides per-workspace overrides</strong>
<strong>Comprehensive documentation provided</strong></p>
<p>The system is now ready for workspace-based configuration management, eliminating the anti-pattern of loading template files at runtime.</p>
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