Initial import of zapier-decisions from zapier monorepo

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George Lambert 2026-09-11 18:39:02 -04:00
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# Action log
## 2026-09-11 — bootstrap
- Created this repo to record decisions while executing cleanup items 15 (and a second pass on 25).
- Assumption: single developer, lab only; breaking changes allowed.
## Step 1 — account-balance is the prepaid source of truth
- Persist books to `BOOKS_PATH` (atomic JSON).
- Mutations go through `balance.adjust` / `usage.recorded`; edge cache `balanceCents` is updated from the books reply only.
- Local cache mutate only when `NATS_URL` and `ACCOUNT_BALANCE_URL` are both unset (tests).
## Step 2 — identity join
- `zappier-identity` mailbox: `verae.identity.bind` / `verae.identity.lookup`.
- Portal + middleware tenants store `veraeUserId`; JWT never public.
## Step 3 — access planes are the public doors
- zappier-edge binds loopback (`127.0.0.1:3000`).
- Public: access-web `:3021`, access-api `:3022`, access-leaf `:3023`, access-zapier `:3024`, access-staff `:3025`.
## Step 4 — leaf hardening
- `verae-nats-accounts` holds nats.conf + subject policy.
- Leaf token required; billing subjects denied in policy file and access-leaf.
## Step 5 — fleet spawn
- Prefer local machines for HTTP `spawn.command` services.
- Disable lan-134 unless `FLEET_ENABLE_LAN134=1`.
- SSH spawn timeout 8s; failed hosts skipped.
## 2026-09-11 — staff IAM
- New `verae-staff-iam` :3028 — users, roles, permissions, sessions, audit UI.
- Admin login uses IAM when `STAFF_IAM_URL` is set; tabs hide without permission.
- CS/sales/accounting/access-staff/fleet mutating APIs check `cs.credit`, `sales.quote`, `accounting.export`, `fleet.operate`, etc.
- Seed: admin/cs/sales/accounting/operator. Shared staff key is fallback only.
## 2026-09-11 — last three UI leftovers
- Swagger `/docs` stays stock; banner names it OpenAPI explorer.
- Shared template `verae-staff-ui` for CS + access-staff.
- `STAFF_COOKIE_DOMAIN` + nginx example for multi-host.
## 2026-09-11 — names, staff session, exclusive jobs.events
- Account-balance stores display names (`customer.put` + lookup by name). Edge writes names on customer create/edit; CS/sales/accounting/staff join from edge if the ledger has no name.
- New repo `verae-staff-session` (:3027). Department HTML redirects when `STAFF_AUTH=1`.
- `JOBS_EVENTS_EXCLUSIVE=1` makes `verae-jobs-events` the durable consumer; middleware webhook router backs off.
- Catalog index is cards. Disabled fleet machines are grey, not degraded yellow.
## 2026-09-11 — UI design-system pass
- Restyled CS/sales/accounting/access-staff to portal indigo; dollars + names.
- Fleet ⋯ menus, role chips, Docs cards, 0.0.0.0 copy, simulator indigo (orange = faults).
- Portal masked API key; admin customer drawer; empty invoice illustrations.
- Catalog system-ui. New independent repo **UI-Docs** (walkthrough, screenshots, UI-REVIEW.pdf).
## Second pass (25)
- Identity used from portal when `IDENTITY_URL` set.
- Leaf loads allow-list from nats-accounts `policy.json`.
- Staff plane is a first-class mailbox (`verae-access-staff`).
- jobs.events mailbox process `verae-jobs-events` (passthrough + count).

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# NATS — zapier-decisions
None. Documentation repo.

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# zapier-decisions
Lab log of architecture decisions, actions taken, and open todos while cleaning the Verae × Zapier stack.
**Forgejo:** https://git.georgelambert.org/marchon/zapier-decisions
| File | What |
|------|------|
| [LOG.md](LOG.md) | Chronological actions |
| [TODO.md](TODO.md) | Open items |
| [decisions/](decisions/) | One file per decision |
No runtime. Not a NATS mailbox.

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# Open todos
- [ ] Live `api.veraetime.net` with `MOCK_VERAE=false` and admin bind credentials.
- [ ] NATS nkeys/mTLS on a real three-node cluster (accounts file is the lab stand-in).
- [x] Exclusive JetStream consumer for `verae.zapier.jobs.events` on `verae-jobs-events` (`JOBS_EVENTS_EXCLUSIVE=1`; middleware skips the router).
- [x] Auth on CS/sales/accounting HTML via `verae-staff-session` (`STAFF_AUTH=1`).
- [x] Staff IAM: named users, roles, permissions (`verae-staff-iam` :3028).
- [ ] Zapier Platform `push` of a private app.
- [ ] Move portal static files fully into `verae-access-web` (today it proxies `/portal` to loopback edge).

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# D001 — Account-balance is the only prepaid writer
**Status:** accepted
**Step:** 1
Prepaid cents, credits, usage, and payments persist in `zappier-account-balance` (`books.json`). zappier-edge `balanceCents` is a cache filled from the books reply. Tests without NATS/HTTP books still mutate the cache so unit tests stay hermetic.

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# D002 — veraeUserId is the join key, not the JWT
**Status:** accepted
**Step:** 2
Public token remains the zappier API key. Chain JWT stays server-side (`tokenRef`). `zappier-identity` is the mailbox for bind/lookup so portal and middleware share one map.

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# D003 — Access planes are the only public HTTP doors
**Status:** accepted
**Step:** 3
Zapier → `:3024`, browser → `:3021`, customer API → `:3022`, leaf → `:3023`, staff → `:3025`. zappier-edge listens on `127.0.0.1:3000` for identity, Stripe, admin, and as upstream for those planes.

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# D004 — Leaf cannot touch billing, even if authz is skipped
**Status:** accepted
**Step:** 4
`verae-nats-accounts/policy.json` is the allow-list. access-leaf refuses any target not in the leaf set. nats.conf documents INTERNAL vs LEAF accounts for when the lab cluster is replaced with a real accounts-enabled nats-server.

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# D005 — HTTP services spawn locally; lan-134 stays off
**Status:** accepted
**Step:** 5
SSH to `70.88.205.134` blocked keepFloor. HTTP apps (`spawn.command`) prefer `kind=local`. `lan-134` is disabled unless `FLEET_ENABLE_LAN134=1`. Failed SSH hosts are skipped after 8s.

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{
"name": "zapier-decisions",
"version": "0.1.0",
"private": true,
"description": "Architecture decisions and action log for the Verae × Zapier stack"
}