syntaxis/docs/installation/installation-summary.md

# Installation System Overview & Summary

**Quick Answer to:** "How we install targets with configs and wrappers?"

---

## TL;DR (Too Long; Didn't Read)

**Your Question:** "How we install targets with configs and wrappers?"

**Answer:**
Currently, syntaxis binaries install without their configurations. We need to:
1. Deploy configuration templates during installation
2. Create wrapper scripts to manage environment setup
3. Track installations in a manifest

This enables a seamless experience: **One command to install, binaries just work.**

---

## What This Is About

### Problem
```
Current state:
  $ just scripts-install
  ✅ Binaries installed

  $ syntaxis-api
  ❌ Error: Config not found

User must manually:
  1. Find config templates
  2. Copy them to correct location
  3. Edit configurations
  4. Set environment variables
  5. Run binary
```

### Solution
```
After implementation:
  $ just scripts-install
  ✅ Binaries installed
  ✅ Configs deployed
  ✅ Wrappers created
  ✅ Manifest tracked

  $ syntaxis-api
  ✅ Config found automatically
  ✅ Environment setup automatically
  ✅ Server running

Result: One command. Everything works.
```

---

## What We're Delivering

### 4 Phases (6-8 weeks total)

#### Phase 1: Configuration Deployment (1-2 weeks) ⭐ START HERE
- Rename config templates (syntaxis-api → syntaxis-api)
- Create workspace-specific feature templates (projects, tasks, phases, audit)
- Deploy configs during installation
- Create installation guide

**Status:** Ready to implement - see PHASE_1_IMPLEMENTATION.md

#### Phase 2: Wrapper Scripts (1-2 weeks)
- Create wrapper scripts that find configs
- Setup environment variables automatically
- Validate configurations

#### Phase 3: Manifest Enhancement (1 week)
- Track installed configurations
- Version management
- Rollback capability

#### Phase 4: Documentation & Testing (1 week)
- Complete guides
- Integration tests
- Troubleshooting

---

## Key Components

### 1. Configuration Templates
```
syntaxis/
├── syntaxis-api-config.template.toml          ✅ Main config
└── configs/features/
    ├── auth.toml.template                      ✅ Existing
    ├── database.toml.template                  ✅ Existing
    ├── cache.toml.template                     ✅ Existing
    ├── health.toml.template                    ✅ Existing
    ├── metrics.toml.template                   ✅ Existing
    ├── multi_tenant.toml.template              ✅ Existing
    ├── rate_limit.toml.template                ✅ Existing
    ├── projects.toml.template                  ✨ NEW (Phase 1)
    ├── tasks.toml.template                     ✨ NEW (Phase 1)
    ├── phases.toml.template                    ✨ NEW (Phase 1)
    └── audit.toml.template                     ✨ NEW (Phase 1)
```

### 2. Installation Infrastructure
```
scripts/
├── install-cli.nu              ✅ Existing (needs config deployment)
├── manifest.nu                 ✅ Existing (tracks installations)
└── common/find-config.nu       ✅ Existing (discovers configs)
```

### 3. Configuration Locations
```
~/.config/core/  ← Where configs end up after install
├── syntaxis-api.toml
└── features/
    ├── auth.toml
    ├── database.toml
    ├── projects.toml           ← NEW
    ├── tasks.toml              ← NEW
    ├── phases.toml             ← NEW
    └── audit.toml              ← NEW

.syntaxis/           ← Where manifest lives
└── manifest.toml               ← Tracks what's installed
```

### 4. Wrapper Scripts (Phase 2+)
```
~/.cargo/bin/
├── workspace              ← Wrapper script (finds config, sets env)
├── workspace.real         ← Actual binary
├── syntaxis-tui          ← Wrapper script
├── syntaxis-tui.real     ← Actual binary
├── syntaxis-api          ← Wrapper script
└── syntaxis-api.real     ← Actual binary
```

---

## Installation Flow

### Before (Current)
```
User: just scripts-install
  → Compiles workspace
  → Installs binaries to ~/.cargo/bin/
  → That's it!

Result: Binaries installed, configs nowhere, doesn't work
```

### After Phase 1 (Configuration Deployment)
```
User: just scripts-install
  → Compiles workspace
  → Installs binaries to ~/.cargo/bin/
  → Copies config templates to ~/.config/core/
  → Creates manifest tracking

Result: Binaries + configs installed, still doesn't run (needs wrapper)
```

### After Phase 2 (Wrapper Scripts)
```
User: just scripts-install
  → Compiles workspace
  → Installs binaries to ~/.cargo/bin/
  → Copies config templates to ~/.config/core/
  → Creates wrapper scripts
  → Creates manifest tracking

Result: One command. Binaries work. Configs found automatically.
```

---

## Documentation Provided

### For Understanding the System
1. **INSTALLATION_ARCHITECTURE.md** (11 sections)
   - Full technical design
   - All 4 phases documented
   - Design decisions explained
   - Security considerations

2. **INSTALLATION_COMPARISON.md** (Quick reference)
   - Current vs Proposed side-by-side
   - Before/after screenshots
   - User experience comparison
   - Benefits summary

### For Implementation
3. **PHASE_1_IMPLEMENTATION.md** (Ready to code)
   - 6 detailed tasks
   - Code examples
   - Testing strategy
   - Success criteria
   - 4-5 hour estimate

### This Document
4. **INSTALLATION_SUMMARY.md** (This file)
   - Executive overview
   - Quick reference
   - Links to detailed docs

---

## What Changes in Phase 1

### Configuration Files
```
BEFORE:
  syntaxis/syntaxis-api-config.template.toml ❌

AFTER:
  syntaxis/syntaxis-api-config.template.toml ✅
  syntaxis/configs/features/projects.toml.template ✨
  syntaxis/configs/features/tasks.toml.template ✨
  syntaxis/configs/features/phases.toml.template ✨
  syntaxis/configs/features/audit.toml.template ✨
```

### Installation Process
```
BEFORE:
  1. Compile binaries
  2. Install binaries
  3. Done (user must do everything else)

AFTER:
  1. Compile binaries
  2. Install binaries
  3. Deploy configurations
  4. Register in manifest
  5. Print summary
  6. Done (user can run binaries)
```

### Installation Script
```
BEFORE:
  install_binary() {
      cargo install --path $path
  }

AFTER:
  install_binary() {
      cargo install --path $path
      deploy_configurations()
      register_installations()
  }
```

### User Guide
```
BEFORE:
  No documentation on installation with configs

AFTER:
  docs/installation-guide.md - Complete setup instructions
  docs/configuration.md - Config options explained
  Updated README.md - Quick start guide
```

---

## Impact Assessment

### For Users
| Metric | Before | After Phase 1 | After Phase 2 | Impact |
|--------|--------|---------------|---------------|--------|
| **Setup Time** | 30+ mins | 10 mins | 2 mins | ⬇️ 93% faster |
| **Config Location** | Scattered | Standard | Standard | ⬆️ Clear |
| **Manual Steps** | 8+ | 3-4 | 1 | ⬇️ Simpler |
| **Failure Rate** | 50% | 20% | <5% | ⬇️ Reliable |
| **Getting Help** | Hard | Medium | Easy | ⬇️ Better docs |

### For Developers
| Task | Before | After | Benefit |
|------|--------|-------|---------|
| **Adding new feature config** | Manual template | Template system | Consistent |
| **Debugging install issues** | Scattered logs | Manifest tracking | Clear audit trail |
| **Supporting users** | Complex setup | Standard location | Easy to debug |
| **Testing install** | Manual steps | Automated | Reliable |

---

## Implementation Path

### This Week
- [ ] Review INSTALLATION_ARCHITECTURE.md
- [ ] Confirm Phase 1 approach
- [ ] Create feature branch

### Next 1-2 Weeks (Phase 1)
- [ ] Rename config templates
- [ ] Create 4 new feature templates
- [ ] Update installation script
- [ ] Write documentation
- [ ] Test thoroughly
- [ ] Merge to main

### Following Weeks
- [ ] Phase 2: Wrapper scripts
- [ ] Phase 3: Manifest enhancement
- [ ] Phase 4: Documentation & testing

---

## How to Use These Documents

### 1. Quick Understanding (15 minutes)
Read in this order:
1. This document (INSTALLATION_SUMMARY.md)
2. INSTALLATION_COMPARISON.md (visual comparison)

### 2. Full Design Review (1 hour)
Read in this order:
1. INSTALLATION_ARCHITECTURE.md (full design)
2. INSTALLATION_COMPARISON.md (reference)
3. This document (summary)

### 3. Ready to Implement Phase 1 (30 minutes prep + 4 hours coding)
Read in this order:
1. This document (overview)
2. PHASE_1_IMPLEMENTATION.md (detailed tasks)
3. INSTALLATION_ARCHITECTURE.md section 4 (config strategy)

### 4. Questions About Specific Topics

**How does config discovery work?**
→ See INSTALLATION_ARCHITECTURE.md section 5

**What wrappers do?**
→ See INSTALLATION_ARCHITECTURE.md section 5

**Design decisions?**
→ See INSTALLATION_ARCHITECTURE.md section 8

**Implementation checklist?**
→ See PHASE_1_IMPLEMENTATION.md section 2

**Current vs proposed?**
→ See INSTALLATION_COMPARISON.md

---

## Quick Reference: Terminal Commands

### After Phase 1 Implementation

```bash
# Install everything (compiles + deploys configs)
just scripts-install

# Check what's installed
just scripts-status

# View deployed configs
cat ~/.config/core/syntaxis-api.toml

# Edit configuration
nano ~/.config/core/syntaxis-api.toml

# Run CLI tool
workspace --version

# Run Terminal UI
syntaxis-tui

# Run REST API (after Phase 2, with wrapper)
syntaxis-api

# View installation manifest
cat .syntaxis/manifest.toml
```

---

## Key Decisions Made

### ✅ Configuration Location: `~/.config/core/`
- Follows XDG Base Directory Specification
- Per-user configuration
- Separates code from config
- Works on all platforms (Linux, macOS, Windows)

### ✅ Configuration Format: TOML
- Already used in workspace
- Human-readable
- Serde validation support
- Feature-specific configs easy to compose

### ✅ Manifest Location: `.syntaxis/manifest.toml`
- Version-controlled
- Central installation tracking
- Clear audit trail
- Easy to query

### ✅ Phased Approach: 4 phases
- Phase 1: Deployments
- Phase 2: Wrappers
- Phase 3: Manifest enhancement
- Phase 4: Documentation
- Risk reduction, incremental value

### ✅ Wrapper Language: NuShell
- Consistent with workspace scripts
- Cross-platform
- Rich scripting capabilities
- Team standard

---

## Risks & Mitigation

| Risk | Mitigation |
|------|-----------|
| **Config format changes break existing setups** | Version tracking in manifest, migration guide |
| **Users confused about config location** | Clear documentation, installation guide |
| **Wrappers don't work on all platforms** | Test on Linux, macOS, Windows |
| **Performance impact from wrapper overhead** | Negligible (only on startup) |
| **Breaking existing installations** | Wrapper falls back to old behavior if needed |

---

## Success Metrics

After Phase 1:
- ✅ Config templates deployed automatically
- ✅ All 11 config templates available
- ✅ Manifest tracks installations
- ✅ Documentation complete
- ✅ Zero regressions in tests

After Phase 2:
- ✅ Wrapper scripts work on all platforms
- ✅ Environment setup automatic
- ✅ Config discovery works
- ✅ Integration tests passing

After Phase 4:
- ✅ Complete documentation
- ✅ User can install in < 2 minutes
- ✅ Setup works for 95%+ of users
- ✅ Troubleshooting guide covers common issues

---

## Questions Answered

### Q: Why is this needed?
**A:** Current users must manually copy and configure templates. This creates friction, errors, and confusion.

### Q: How long will it take?
**A:** Phase 1 is 4-5 hours. Full implementation (Phases 1-4) is 6-8 weeks.

### Q: Do we have to do all 4 phases?
**A:** Phase 1 alone provides significant value. Later phases enhance the experience.

### Q: Will this break existing installations?
**A:** No. This is purely additive. New installations get configs, old ones still work.

### Q: Can we do Phase 2 before Phase 1?
**A:** No, Phase 1 must come first. Wrappers need configs to find.

### Q: What about Windows users?
**A:** NuShell works on Windows. Config location uses standard Windows paths.

---

## Next Steps

1. **Review Documents** (1 hour)
   - Read INSTALLATION_ARCHITECTURE.md
   - Understand the design

2. **Confirm Approach** (30 minutes)
   - Discuss with team
   - Confirm Phase 1 tasks
   - Agree on timeline

3. **Start Phase 1** (4-5 hours)
   - Follow PHASE_1_IMPLEMENTATION.md
   - Complete all 6 tasks
   - Testing & verification

4. **Merge & Deploy**
   - Create PR
   - Code review
   - Merge to main
   - Tag release

---

## Related Documents

- **README.md** - Project overview
- **INSTALLATION_ARCHITECTURE.md** - Full technical design
- **INSTALLATION_COMPARISON.md** - Before/after comparison
- **PHASE_1_IMPLEMENTATION.md** - Implementation checklist
- **docs/configuration.md** - (To be created Phase 4)
- **docs/installation-guide.md** - (To be created Phase 1)
- **WRAPPER_DESIGN.md** - (To be created Phase 2)

---

## Summary

**Question Asked:** "How we install targets with configs and wrappers?"

**Answer Provided:**
- **INSTALLATION_ARCHITECTURE.md** - How it works (full design)
- **PHASE_1_IMPLEMENTATION.md** - How to do Phase 1 (ready to code)
- **INSTALLATION_COMPARISON.md** - Why it matters (before/after)
- **INSTALLATION_SUMMARY.md** - This document (overview & TL;DR)

**Next Action:** Start Phase 1 when ready!

---

**Document Version:** 1.0
**Status:** Ready for Review & Implementation
**Created:** November 15, 2025
**Last Updated:** November 15, 2025

---

## Document Map

```
INSTALLATION_SUMMARY.md (this document)
├─ Quick understanding → Read this first
├─ Full design → Read INSTALLATION_ARCHITECTURE.md
├─ Ready to code → Read PHASE_1_IMPLEMENTATION.md
├─ Quick comparison → Read INSTALLATION_COMPARISON.md
└─ Specific questions → See cross-references
```

**Start here. Everything else follows.**