prvng_platform/installer/docs/CONFIG_SYSTEM_SUMMARY.md

# Installer Configuration System - Implementation Summary

**Version**: 3.5.0
**Date**: 2025-10-06
**Status**: ✅ Complete and Tested

## Overview

A comprehensive configuration system for the Provisioning Platform installer has been implemented in Rust. The system provides flexible configuration management with multiple input sources, validation, and intelligent defaults.

## Files Created

### 1. Configuration Template
**File**: `provisioning/config/installer-config.toml.template`
**Lines**: 380+
**Purpose**: Complete configuration template with all options documented

**Sections**:
- Installer settings (mode, auto-detection, timeouts)
- Deployment configuration (platform, mode, domain, remote)
- Resource requirements (CPU, memory, disk)
- Service configuration (15+ services with resource limits)
- Secrets management (multiple backends)
- MCP integration settings
- Unattended installation options
- Advanced settings (network, storage, logging, health checks, rollback)

### 2. Configuration Schema
**File**: `src/config/schema.rs`
**Lines**: 870+
**Purpose**: Complete type-safe configuration structures

**Key Types**:
- `Config` - Main configuration structure
- `InstallerConfig` - Installer behavior settings
- `DeploymentConfig` - Deployment target and mode
- `RemoteConfig` - Remote deployment settings
- `ResourcesConfig` - Resource requirements
- `ServicesConfig` - All service configurations
- `SecretsConfig` - Secrets management
- `MCPConfig` - Model Context Protocol settings
- `UnattendedConfig` - Automation settings
- `AdvancedConfig` - Advanced tuning options

**Features**:
- Full serde support (Serialize/Deserialize)
- Sensible defaults for all fields
- Type-safe enumerations using strings
- Nested configuration structures

### 3. Configuration Loader
**File**: `src/config/loader.rs`
**Lines**: 370+
**Purpose**: Multi-source configuration loading with priority

**Priority Order** (highest to lowest):
1. CLI arguments
2. Environment variables (`PROVISIONING_INSTALLER_*`)
3. Config file (TOML)
4. MCP query (future)
5. Defaults

**Features**:
- TOML file parsing
- Environment variable overrides
- Intelligent config merging
- Auto-discovery of config files
- Support for multiple config locations

**Config File Locations** (searched in order):
- `./installer-config.toml`
- `./config/installer-config.toml`
- `/etc/provisioning/installer-config.toml`
- `~/.config/provisioning/installer-config.toml`

### 4. Configuration Validator
**File**: `src/config/validator.rs`
**Lines**: 690+
**Purpose**: Comprehensive validation with errors and warnings

**Validation Checks**:
- ✅ Installer mode validation
- ✅ Platform and deployment mode compatibility
- ✅ Resource requirements vs deployment mode
- ✅ Service port conflicts (enabled services only)
- ✅ Service dependencies
- ✅ Resource limit format validation
- ✅ Secrets configuration
- ✅ MCP configuration
- ✅ Unattended mode requirements
- ✅ Network and storage settings
- ✅ Logging configuration

**Output**:
- Errors (block deployment)
- Warnings (advisory only)
- Detailed error messages
- Color-coded output

### 5. Configuration Merger
**File**: `src/config/merger.rs`
**Lines**: 380+
**Purpose**: Intelligent configuration merging and conflict resolution

**Features**:
- Deep JSON merge for nested structures
- Service-specific merging logic
- Mode-based default application
- Automatic conflict resolution

**Conflict Resolution**:
- Harbor vs Zot OCI registry (mode-dependent)
- MCP server vs MCP config consistency
- KMS service vs secrets backend
- Remote vs local deployment

**Mode Defaults**:
- **Solo**: 2 CPU, 4GB RAM, minimal services
- **Multi-User**: 4 CPU, 8GB RAM, Git + DB
- **CI/CD**: 8 CPU, 16GB RAM, automation stack
- **Enterprise**: 16 CPU, 32GB RAM, full observability

### 6. Main Config Module
**File**: `src/config/mod.rs`
**Lines**: 250+
**Purpose**: High-level API and convenience functions

**Main API**:
```rust
// Config builder with full control
let config = ConfigBuilder::new()
    .with_config_file("config.toml")
    .with_cli_config(cli_override)
    .build()?;

// Simple loading functions
let config = load_default_config()?;
let config = load_config_from_file("config.toml")?;
let config = load_config_with_cli(cli_config)?;

// Validation only
let result = validate_config_file("config.toml")?;

// Minimal config creation
let config = create_minimal_config(
    Some("docker"),
    "solo",
    "localhost"
);
```

## Configuration Examples

### Solo Developer
```toml
[deployment]
mode = "solo"
platform = "docker"
domain = "localhost"

[services.orchestrator]
enabled = true
[services.control_center]
enabled = true
[services.coredns]
enabled = true
```

### Multi-User Team
```toml
[deployment]
mode = "multi-user"
platform = "docker"
domain = "team.local"

[services.gitea]
enabled = true
[services.postgres]
enabled = true
```

### CI/CD Pipeline
```toml
[deployment]
mode = "cicd"
platform = "kubernetes"

[services.oci_registry]
enabled = true
[unattended]
enabled = true
```

### Enterprise Production
```toml
[deployment]
mode = "enterprise"
platform = "kubernetes"

[services.harbor]
enabled = true
[services.prometheus]
enabled = true
[services.grafana]
enabled = true
[services.kms]
enabled = true
```

## Environment Variables

All config can be overridden via environment:

```bash
# Installer settings
export PROVISIONING_INSTALLER_MODE=headless
export PROVISIONING_INSTALLER_VERBOSE=true

# Deployment
export PROVISIONING_INSTALLER_PLATFORM=docker
export PROVISIONING_INSTALLER_DEPLOYMENT_MODE=solo
export PROVISIONING_INSTALLER_DOMAIN=my-local.dev

# Remote deployment
export PROVISIONING_INSTALLER_REMOTE_HOST=user@server:22
export PROVISIONING_INSTALLER_REMOTE_SSH_KEY=/path/to/key

# Resources
export PROVISIONING_INSTALLER_MIN_CPU_CORES=4
export PROVISIONING_INSTALLER_MIN_MEMORY_GB=8.0

# Secrets
export PROVISIONING_INSTALLER_AUTO_GENERATE_SECRETS=true
export PROVISIONING_INSTALLER_SECRETS_BACKEND=kms

# MCP
export PROVISIONING_INSTALLER_MCP_ENABLED=true
export PROVISIONING_INSTALLER_MCP_MODE=http

# Unattended
export PROVISIONING_INSTALLER_UNATTENDED=true
export PROVISIONING_INSTALLER_NOTIFICATION_EMAIL=admin@example.com
```

## Integration with Existing Code

### Updated `lib.rs`
```rust
pub mod config;

pub use config::{
    Config, InstallerConfig, ConfigBuilder, ConfigLoader,
    ConfigValidator, ValidationResult,
    load_default_config, load_config_from_file,
    load_config_with_cli, validate_config_file,
    create_minimal_config,
};
```

### CLI Integration
The config system integrates seamlessly with the existing CLI:
- TUI mode: Interactive configuration
- Headless mode: File or env-based config
- Unattended mode: Full config file required

## Testing

**Test Coverage**: 17 tests, all passing ✅

**Test Categories**:
1. **Loader Tests** (3 tests)
   - Default loading
   - Config merging
   - Priority handling

2. **Validator Tests** (4 tests)
   - Valid config acceptance
   - Invalid platform detection
   - Port conflict detection
   - MCP validation

3. **Merger Tests** (4 tests)
   - Deep merge
   - Mode defaults application
   - Conflict resolution
   - MCP conflict handling

4. **Builder Tests** (4 tests)
   - Default builder
   - CLI override
   - Mode defaults
   - Conflict resolution

5. **Utility Tests** (2 tests)
   - Minimal config creation
   - File discovery

## Key Features

### ✅ Multi-Source Configuration
- TOML files
- Environment variables
- CLI arguments
- Programmatic defaults

### ✅ Intelligent Defaults
- Mode-based resource requirements
- Service dependencies auto-enabled
- Secure-by-default settings

### ✅ Comprehensive Validation
- Type checking
- Range validation
- Dependency checking
- Conflict detection

### ✅ Conflict Resolution
- Automatic service conflicts (Harbor/Zot)
- MCP consistency checks
- Resource requirement enforcement

### ✅ Flexible Deployment
- Local or remote
- Multiple platforms (Docker, Podman, K8s, OrbStack)
- 4 deployment modes (Solo, Multi-User, CI/CD, Enterprise)

## Usage Examples

### Interactive TUI
```bash
provisioning-installer
# Uses default config if found, or guides through wizard
```

### Headless with Config File
```bash
provisioning-installer --headless --config config.toml
```

### Unattended Installation
```bash
provisioning-installer --unattended --config prod-config.toml
```

### CLI Overrides
```bash
provisioning-installer \
  --platform docker \
  --mode solo \
  --domain my-dev.local \
  --config base-config.toml
```

### Environment-Only Configuration
```bash
export PROVISIONING_INSTALLER_MODE=headless
export PROVISIONING_INSTALLER_PLATFORM=docker
export PROVISIONING_INSTALLER_DEPLOYMENT_MODE=solo

provisioning-installer
```

## Advanced Features

### Remote Deployment
```toml
[deployment]
location = "remote"

[deployment.remote]
host = "user@server.example.com:22"
ssh_key = "/home/user/.ssh/deploy_key"
use_ssh_agent = false
install_path = "/opt/provisioning"
```

### Custom Resource Limits
```toml
[services.orchestrator]
enabled = true
port = 8080
cpu_limit = "2000m"
memory_limit = "1Gi"
restart_policy = "always"
```

### Secrets Management
```toml
[secrets]
auto_generate = false
storage_backend = "kms"
kms_endpoint = "http://kms.internal:9998"

[secrets.database]
postgres_password = "vault://db/prod/password"
```

### MCP Integration
```toml
[mcp]
enabled = true
mode = "http"
endpoint = "http://localhost:8084"
auto_configure_claude = true
enabled_tools = ["workspace", "server", "cluster"]
```

## Error Handling

### Validation Errors (Blocking)
```
❌ Validation Errors:
  - Invalid platform 'invalid'. Must be one of: docker, podman, kubernetes, orbstack
  - Port conflict: 2 services are configured to use port 8080: orchestrator, control_center
  - MCP is enabled but MCP server service is not enabled
```

### Validation Warnings (Advisory)
```
⚠️  Validation Warnings:
  - Kubernetes platform with Solo mode may be overkill. Consider using Docker or Podman.
  - Configured CPU cores (2) is less than recommended for Enterprise mode (16)
  - Both Harbor and Zot OCI registries are enabled. Consider using only one.
```

## Dependencies

**Required Crates**:
- `serde` - Serialization/deserialization
- `serde_json` - JSON manipulation for deep merge
- `toml` - TOML parsing
- `anyhow` - Error handling
- `dirs` - Config file discovery

**Already in Cargo.toml**: ✅ All dependencies present

## Future Enhancements

### Planned Features
1. **MCP Query Integration**: Load config from Claude via MCP
2. **Config Schema Validation**: JSON Schema for config files
3. **Config Migration**: Version upgrade helpers
4. **Interactive Config Editor**: TUI-based config editing
5. **Config Templates**: Pre-built templates for common scenarios

### Potential Improvements
- YAML config support
- Environment-specific configs (dev/staging/prod)
- Config encryption at rest
- Remote config fetching (HTTP/S3)
- Config diffing and merging tools

## Compilation Status

✅ **Compiles Successfully**
```bash
$ cargo check
Finished `dev` profile [unoptimized + debuginfo] target(s) in 0.12s
```

✅ **All Tests Pass**
```bash
$ cargo test --lib
test result: ok. 17 passed; 0 failed; 0 ignored
```

## Issues Encountered and Resolved

### Issue 1: Borrow Checker Conflicts
**Problem**: Partial moves in ConfigLoader
**Solution**: Added `.clone()` for Config structs
**Files**: `loader.rs`

### Issue 2: UnattendedConfig Naming Conflict
**Problem**: Two types with same name in different modules
**Solution**: Renamed to UnattendedInstallConfig in unattended module
**Files**: `lib.rs`, `unattended/mod.rs`, `main.rs`

### Issue 3: Port Conflict False Positives
**Problem**: Disabled services flagged for port conflicts
**Solution**: Only check enabled services
**Files**: `validator.rs`

### Issue 4: Unused Imports
**Problem**: Compiler warnings for unused imports
**Solution**: Removed unused imports from all modules
**Files**: `schema.rs`, `validator.rs`, `merger.rs`

## Summary

The installer configuration system is **fully implemented, tested, and ready for use**. It provides:

- ✅ Comprehensive TOML configuration template
- ✅ Type-safe Rust schema with serde support
- ✅ Multi-source config loading (CLI, env, file)
- ✅ Extensive validation with errors and warnings
- ✅ Intelligent merging and conflict resolution
- ✅ Mode-based defaults and auto-configuration
- ✅ Full test coverage (17 tests passing)
- ✅ Clean compilation with no warnings
- ✅ Well-documented API

The system is production-ready and integrates seamlessly with the existing installer codebase.