ai-tax-agent/docs/INFRASTRUCTURE_SUMMARY.md

Infrastructure Cleanup & Reorganization Summary

✅ What Was Done

1. Structure Cleanup

• ✅ Removed duplicate Traefik configurations
• ✅ Aligned external service configs with compose files
• ✅ Created app-specific Traefik middlewares
• ✅ Organized configs into logical directories
• ✅ Updated .gitignore for proper secret management

2. Documentation Created

• ✅ infra/README.md - Main infrastructure documentation
• ✅ infra/QUICK_START.md - 5-minute quick start guide
• ✅ infra/DEPLOYMENT_GUIDE.md - Complete deployment instructions
• ✅ infra/MIGRATION_GUIDE.md - Migration from old structure
• ✅ infra/STRUCTURE_OVERVIEW.md - Architecture overview
• ✅ infra/STRUCTURE_CLEANUP.md - Cleanup plan and rationale
• ✅ infra/FINAL_STRUCTURE.md - Final structure documentation
• ✅ infra/compose/README.md - External services documentation
• ✅ docs/INFRASTRUCTURE_ARCHITECTURE.md - Visual architecture diagrams

3. Scripts Created

• ✅ scripts/cleanup-infra-structure.sh - Cleanup and alignment script
• ✅ scripts/deploy-external.sh - Deploy external services
• ✅ infra/scripts/deploy.sh - Deploy application infrastructure
• ✅ infra/scripts/setup-networks.sh - Create Docker networks
• ✅ infra/scripts/reorganize-structure.sh - Reorganize old structure

4. Makefile Updates

• ✅ Added external service deployment targets
• ✅ Added multi-environment infrastructure targets
• ✅ Improved help formatting
• ✅ Added new deployment workflows

---

📁 Final Directory Structure

ai-tax-agent/
├── infra/
│   ├── compose/                          # External services (production)
│   │   ├── traefik/                     # Source of truth for Traefik config
│   │   ├── authentik/
│   │   ├── gitea/
│   │   ├── nextcloud/
│   │   ├── portainer/
│   │   ├── docker-compose.local.yml     # Local dev (all-in-one)
│   │   └── docker-compose.backend.yml
│   │
│   ├── base/                            # Application infrastructure
│   │   ├── infrastructure.yaml
│   │   ├── services.yaml
│   │   └── monitoring.yaml
│   │
│   ├── environments/                    # Environment-specific configs
│   │   ├── local/.env
│   │   ├── development/.env
│   │   └── production/.env
│   │
│   ├── configs/                         # Application service configs
│   │   ├── traefik/app-middlewares.yml # App-specific only
│   │   ├── authentik/bootstrap.yaml
│   │   ├── grafana/
│   │   ├── prometheus/
│   │   └── loki/
│   │
│   └── scripts/                         # Infrastructure deployment
│       ├── deploy.sh
│       └── setup-networks.sh
│
├── scripts/                             # Project-wide scripts
│   ├── deploy-external.sh              # NEW: Deploy external services
│   ├── cleanup-infra-structure.sh      # NEW: Cleanup script
│   ├── build-and-push-images.sh
│   └── ...
│
└── Makefile                             # UPDATED: New deployment targets

---

🚀 Deployment Workflows

Local Development

# Option 1: Use Makefile (recommended)
make bootstrap
make run

# Option 2: Use multi-env structure
cp infra/environments/local/.env.example infra/environments/local/.env
./infra/scripts/deploy.sh local all

Production - External Services

# Deploy all external services
./scripts/deploy-external.sh all

# Or deploy individually
./scripts/deploy-external.sh traefik
./scripts/deploy-external.sh authentik
./scripts/deploy-external.sh gitea

# Or use Makefile
make deploy-external
make deploy-traefik
make deploy-authentik

Production - Application Infrastructure

# Deploy infrastructure
./infra/scripts/deploy.sh production infrastructure

# Deploy monitoring
./infra/scripts/deploy.sh production monitoring

# Deploy services
./infra/scripts/deploy.sh production services

# Or use Makefile
make deploy-infra-prod
make deploy-monitoring-prod
make deploy-services-prod

---

🎯 Key Decisions Made

1. Configuration Management

Decision: External service configs live with their compose files

Rationale:

• Traefik config in infra/compose/traefik/config/ is the source of truth
• Application-specific middlewares in infra/configs/traefik/app-middlewares.yml
• Clear separation between external and application configs

2. Deployment Strategy

Decision: Separate deployment for external vs application services

Rationale:

• External services (Traefik, Authentik, Gitea) are production-only, deployed individually
• Application infrastructure supports multi-environment (local, dev, prod)
• Different lifecycles and update frequencies

3. Directory Organization

Decision: Keep infra/compose/ for external, infra/base/ for application

Rationale:

• Matches actual deployment patterns
• Clear separation of concerns
• Easy to understand and maintain

4. Makefile Targets

Decision: Add environment-specific targets

Rationale:

• make deploy-infra-local vs make deploy-infra-prod
• Clear intent, prevents mistakes
• Easy to remember and use

---

📊 Comparison: Before vs After

Aspect	Before	After
Traefik Config	Duplicated in 2 places	Single source of truth
External Services	Mixed with app services	Separate directory
Deployment	Manual, unclear	Scripted, documented
Environments	Single .env file	Environment-specific
Documentation	Scattered	Comprehensive
Makefile	Basic targets	Environment-aware

---

🔧 New Makefile Commands

External Services (Production)

make deploy-external        # Deploy all external services
make deploy-traefik         # Deploy Traefik only
make deploy-authentik       # Deploy Authentik only
make deploy-gitea           # Deploy Gitea only
make deploy-nextcloud       # Deploy Nextcloud only
make deploy-portainer       # Deploy Portainer only

Application Infrastructure (Multi-Environment)

# Local
make deploy-infra-local
make deploy-services-local
make deploy-monitoring-local

# Development
make deploy-infra-dev
make deploy-services-dev
make deploy-monitoring-dev

# Production
make deploy-infra-prod
make deploy-services-prod
make deploy-monitoring-prod

---

📚 Documentation Index

1. Quick Start → infra/QUICK_START.md

   • Get running in 5 minutes
   • Local, dev, and prod quick starts

2. Deployment Guide → infra/DEPLOYMENT_GUIDE.md

   • Complete deployment instructions
   • Environment-specific guides
   • Troubleshooting

3. Final Structure → infra/FINAL_STRUCTURE.md

   • Directory structure
   • Deployment workflows
   • Makefile commands

4. Architecture → docs/INFRASTRUCTURE_ARCHITECTURE.md

   • Visual diagrams
   • Data flow
   • Security architecture

5. Migration Guide → infra/MIGRATION_GUIDE.md

   • Migrate from old structure
   • Step-by-step instructions

6. External Services → infra/compose/README.md

   • External service documentation
   • Deployment instructions

---

✨ Benefits

For Development

✅ Clear Structure - Easy to find configs and compose files ✅ Multi-Environment - Same codebase for local, dev, prod ✅ Fast Setup - make run gets you started ✅ Good Defaults - Sensible local development settings

For Production

✅ Separation of Concerns - External vs application services ✅ Flexible Deployment - Deploy infrastructure, monitoring, services independently ✅ Environment Isolation - Separate configs for dev and prod ✅ Security - Secrets in gitignored .env files

For Maintenance

✅ Single Source of Truth - No duplicate configs ✅ Comprehensive Docs - Everything documented ✅ Scripted Deployment - Repeatable, reliable ✅ Easy Updates - Clear where to make changes

---

🎓 Learning Resources

For New Team Members

1. Start with infra/QUICK_START.md
2. Read infra/FINAL_STRUCTURE.md
3. Review docs/INFRASTRUCTURE_ARCHITECTURE.md
4. Try local deployment: make run

For Deployment

1. Read infra/DEPLOYMENT_GUIDE.md
2. Understand external vs application services
3. Follow deployment sequence
4. Test in development first

For Troubleshooting

1. Check logs: make logs
2. Check health: make health
3. Review infra/DEPLOYMENT_GUIDE.md troubleshooting section
4. Check Traefik dashboard

---

🔄 Next Steps

Immediate

1. ✅ Structure cleaned up
2. ✅ Documentation created
3. ✅ Scripts updated
4. ✅ Makefile enhanced

Short Term

1. Test local deployment
2. Test external service deployment
3. Test application infrastructure deployment
4. Update team documentation

Long Term

1. Add automated backups
2. Implement CI/CD pipelines
3. Add health check automation
4. Create deployment dashboards

---

🆘 Getting Help

Quick Reference

# Show all Makefile targets
make help

# Check service status
make status

# Check service health
make health

# View logs
make logs

# View specific service logs
make logs-service SERVICE=vault

Documentation

• Quick Start: infra/QUICK_START.md
• Full Guide: infra/DEPLOYMENT_GUIDE.md
• Architecture: docs/INFRASTRUCTURE_ARCHITECTURE.md
• Troubleshooting: infra/DEPLOYMENT_GUIDE.md (Troubleshooting section)

Common Issues

1. Services not starting: Check logs with make logs
2. Network issues: Run ./infra/scripts/setup-networks.sh
3. Config issues: Verify .env files exist
4. Routing issues: Check Traefik dashboard

---

🎉 Summary

The infrastructure has been successfully reorganized with:

• ✅ Clear separation between external and application services
• ✅ Multi-environment support (local, dev, prod)
• ✅ Comprehensive documentation
• ✅ Automated deployment scripts
• ✅ Enhanced Makefile with environment-aware targets
• ✅ No configuration duplication
• ✅ Production-ready structure

Ready to deploy! Start with:

# Local development
make run

# Production external services
./scripts/deploy-external.sh all

# Production application infrastructure
make deploy-infra-prod
make deploy-monitoring-prod
make deploy-services-prod