Commit Graph

10 Commits

Author SHA1 Message Date
shankar0123 9ce2d8ca8f feat(frontend): Phase 4 Loading + Perceived Performance — close UX-M1 + FE-M5 + PERF-M1 + P-H3 + partial FE-M3 / P-M2
Closes the Phase 4 batch from cowork/frontend-design-audit.html: skeleton
primitive, route-level lazy splitting + vendor manualChunks, mega-page
split (OnboardingWizard), targeted memoization for dashboard charts,
useTransition for filter-toolbar.

═════════════════════════ AUDIT VERIFICATION ═════════════════════════
Confirmed facts from the live repo before implementing (not the audit's
stamped numbers — those drifted):

  • Pre-Phase-4 index-*.js = 1,121,868 B raw / 288,238 B gz
    (audit said 980 KB / 247 KB — drifted UP since the audit was written)
  • React.lazy sites = 1 (CommandPaletteHost from Phase 3); zero route-
    level lazy boundaries before this commit
  • vite.config.ts had NO rollupOptions.output.manualChunks
  • Mega-page LOCs: OnboardingWizard 1043 / CertificateDetailPage 977 /
    SCEPAdminPage 806 / CertificatesPage 812 / ESTAdminPage 646
    (audit said 1033 / 936 / 806 / 751 / 646 — all grew due to Phase 1-3
    additions; still mega)
  • Memoization tally: React.memo 0, useMemo 22, useCallback 5,
    useTransition 0, useDeferredValue 0
  • DashboardPage useQuery sites = 9 (audit said 10 — overcount)
  • OnboardingWizard step structure = 4 step fns (issuer / agent /
    certificate / complete) + StepIndicator + WizardFooter +
    CodeBlock + 2 inline create modals. The audit's "6-way split"
    suggestion = 6 files post-split (shell + indicator/shell helpers
    + 4 step files), which is what this commit ships.

═════════════════════════════ CLOSURES ═══════════════════════════════

UX-M1 — Skeleton primitive (web/src/components/Skeleton.tsx, +6 tests)
  • Four variants: page / table / card / stat
  • Each uses Tailwind animate-pulse on layout-shaped divs so eventual
    content lands without CLS
  • role="status" + aria-busy="true" + aria-label for SR users
  • DataTable.tsx now uses Skeleton variant="table" with columns prop
    instead of the centered "Loading..." spinner — every DataTable
    consumer gets layout-shape-preserving loading without code changes.
    The skeleton sizes the table to the actual column count + adds a
    selectable-column slot when relevant.

FE-M5 + SCALE-H1 — route-level code split + vendor manualChunks
  • main.tsx: every page route except DashboardPage (landing route, kept
    eager) is now React.lazy() + wrapped in <Suspense fallback={
    <Skeleton variant="page" />}> via lazyRoute() helper. 35 lazy
    routes total.
  • OnboardingWizard is also lazy-imported inside DashboardPage —
    keeps its 29 KB step-form code off the dashboard hot path for every
    operator who already dismissed the first-run wizard.
  • vite.config.ts: rollupOptions.output.manualChunks splits
    react+react-dom (132 KB), react-router-dom (24 KB),
    @tanstack/react-query (28 KB), recharts (383 KB!), and lucide-react
    (16 KB) into named vendor chunks. Vite 8 rolldown requires the
    function-shape manualChunks (id) => string; not the Vite-5 object
    shape — confirmed against the actual build error before writing
    the function.

  Bundle profile (raw / gz):
    pre-Phase-4   single index-*.js = 1,121,868 / 288,238
    post-Phase-4  index-*.js        =    91,978 /  25,867   (-92% raw)
                  vendor-react      =   132,821 /  43,113
                  vendor-router     =    23,835 /   8,763
                  vendor-query      =    28,029 /   8,693
                  vendor-icons      =    15,663 /   6,149
                  vendor-recharts   =   382,953 / 110,251   (Dashboard-only)
                  per-route chunks  =    1.4-26 KB raw each

  Non-Dashboard cold load: vendor-react + vendor-router + vendor-query
  + vendor-icons + index + per-route chunk ≈ 95 KB gz first-load.
  Dashboard cold load adds vendor-recharts (110 KB gz) on demand.

  Audit target was <100 KB gz first-load for non-Dashboard routes — hit.

FE-M3 + P-M2 (partial) — OnboardingWizard mega-page split
  • 1043 LOC monolith → src/pages/OnboardingWizard.tsx (100 LOC shell) +
    src/pages/onboarding/{types.ts, StepShell.tsx, IssuerStep.tsx,
    AgentStep.tsx, CertificateStep.tsx, CompleteStep.tsx} (6 files,
    largest = CertificateStep at 504 LOC for the certificate form +
    two inline create-team/create-owner modals it owns).
  • Behavior preserved byte-equivalent — DashboardPage's lazy-import
    path is unchanged because OnboardingWizard.tsx still exists at the
    same location with the same default-export prop shape.
  • CertificateDetailPage / SCEPAdminPage / ESTAdminPage / CertificatesPage
    splits deferred: each is already in its own lazy chunk (the bundle-
    size win is achieved). Splitting them adds maintenance benefit but
    requires careful URL-preservation work (especially CertDetail tab
    routing — /certificates/:id must redirect to /overview to preserve
    deep links). Documented as Phase 4 follow-up; not blocking on this
    closure.

PERF-M1 + P-H3 — memoized dashboard chart panels + useTransition filter
  • src/pages/dashboard/charts.tsx — 4 React.memo()-wrapped chart panels
    (CertsByStatusPieChart, ExpirationTimelineBarChart, JobTrendsLine-
    Chart, IssuanceRateBarChart) + ChartCard + CustomTooltip + shared
    helpers. Pre-Phase-4 these lived as inline JSX in DashboardPage's
    return; any of the 9 useQuery refetches forced all four Recharts
    subtrees to reconcile. Post-Phase-4 each panel only re-renders when
    its specific data prop's reference changes.
  • DashboardPage useMemo wraps pieData + weeklyExpiration so the
    memo'd children's prop-equality check works (without useMemo a
    fresh array on every render defeats the memo).
  • Rules-of-Hooks: useMemo hooks live BEFORE the wizard early-return —
    not after. (First implementation put them after; vitest caught it
    with "Rendered more hooks than during the previous render" — fixed.)
  • useListParams hook now wraps setSearchParams in useTransition so
    URL-resident filter / sort / page updates are marked low-priority.
    React can preempt the result-table reconciliation when the operator
    toggles dropdowns rapidly. Affects every list page that uses the
    hook (CertificatesPage is the main consumer post-Bundle-8).

═══════════════════════════ VERIFICATION ═════════════════════════════

  • npx tsc --noEmit — exits 0
  • Skeleton primitive: 6/6 tests green
  • Component suite (12 files): 137/137 green
  • Auth-page suite (13 files): 130/130 green
  • Dashboard + Onboarding + Certificates + CertificateDetail + Targets
    + Agents + Issuers + Jobs + SCEPAdmin + ESTAdmin: 71/71 green
  • npm run build clean; chunk inventory verified (vendor-react,
    vendor-router, vendor-query, vendor-recharts, vendor-icons emitted
    as named chunks; 35 per-route lazy chunks emitted; index-*.js
    shrunk to 91.66 KB raw / 25.92 KB gz).

═══════════════════════════ RESIDUAL RISK ════════════════════════════

  • Vite 8 + rolldown's manualChunks signature differs from Vite 5;
    upgrading Vite again would re-break this config. Comment in
    vite.config.ts pins the function-shape requirement.
  • CertificateDetailPage / SCEP / EST / CertificatesPage splits remain
    open. Mega-LOC files but already lazy-chunked, so deferring is safe.
  • Recharts ResizeObserver mis-fires when memo'd panels resize at the
    same time the parent re-renders. The audit flagged this; no
    repro observed in vitest but worth monitoring in the demo.
2026-05-14 16:14:24 +00:00
shankar0123 7c01f811a1 feat(frontend): Phase 2 TanStack Query Discipline — close TQ-H1/H2 + TQ-M1/M2/M3 + PERF-H1 + P-H1 + partial TQ-L1
Phase 2 of the frontend-design audit: TanStack Query discipline.
Set the cross-cutting QueryClient defaults + staleTime/gcTime tier
model + visibility-aware polling + 4 optimistic-update mutations
before any further per-page work.

New foundation
==============

  web/src/api/queryConstants.ts (new)
    STALE_TIME = { REAL_TIME: 15s, REFERENCE: 5m, CONSTANT: 1h }
    GC_TIME    = { HEAVY: 1m,     STANDARD: 5m,   REFERENCE: 30m }
    Doc-comment explains the tier model so every new useQuery picks
    a tier rather than a hardcoded ms integer.

  web/src/main.tsx
    QueryClient defaults rewritten:
      pre:  staleTime: 10_000 + refetchOnWindowFocus: true (refetch
            storm on every tab refocus across 242 query sites)
      post: staleTime: STALE_TIME.REFERENCE (5min) + gcTime: GC_TIME
            .STANDARD (explicit 5min) + refetchOnWindowFocus: false
            (per-query opt-in for live-tile queries)
    retry: 1 unchanged per the audit's DO NOT.

Findings closed by source ID
============================

TQ-H2 (refetch storm)
  main.tsx QueryClient defaults — refetchOnWindowFocus: false root +
  per-query opt-in. STALE_TIME.REFERENCE 5min for everything else.

TQ-M1 (no gcTime overrides)
  main.tsx now sets gcTime: GC_TIME.STANDARD explicitly — the
  contract is documented at the root, not implicit-defaulted by
  TanStack.

TQ-M2 (12 inconsistent staleTime values)
  All 11 hardcoded numeric staleTime overrides migrated to the
  STALE_TIME tier constants. useAuthMe.ts (the 12th) already used
  its own constant — left alone. Tier mapping:
    - operator-facing live data (KeysPage keys, RoleDetail role,
      UsersPage, OIDCJWKSStatusPanel, ApprovalsPage):
        STALE_TIME.REAL_TIME (15s)
    - slow-changing reference data (KeysPage roles, RolesPage,
      AuthSettings bootstrap+runtime-config):
        STALE_TIME.REFERENCE (5min)
    - effectively immutable (RoleDetail permissions catalogue):
        STALE_TIME.CONSTANT (1hr)

TQ-H1 (OnboardingWizard infinite 5s poll)
  OnboardingWizard.tsx:288-302 — refetchInterval rewritten to v5
  functional form:
    refetchInterval: (query) =>
      (query.state.data?.data?.length ?? 0) > 0 ? false : 5_000;
  As soon as the first agent registers, the interval flips to false
  and the poll stops. Also explicit: refetchOnWindowFocus: true +
  staleTime: STALE_TIME.REAL_TIME (because this IS a live-tile poll
  during the wizard).

PERF-H1 (Dashboard polling storm)
  DashboardPage.tsx
    - jobs poll bumped 10s → 30s (10s granularity isn't needed when
      30s is already inside the human-attention window; the
      CertificateDetail page is where 10s polling lives)
    - visibility-listener pauses ALL Dashboard polls when
      document.visibilityState === 'hidden'; on visibility return,
      immediately invalidates the 4 live-tile queries (health,
      dashboard-summary, jobs, certs-by-status) so the operator
      sees fresh data instantly rather than waiting one tick.
    - The 4 live-tile queries (health, dashboard-summary, jobs,
      certs-by-status) opt into refetchOnWindowFocus: true +
      staleTime: STALE_TIME.REAL_TIME explicitly.
    - Backend aggregation gap (dashboard-summary + certs-by-status
      + certificates could collapse into 1 endpoint) tracked
      separately — Phase 3 backend follow-up.

P-H1 (CertificatesPage 4 duplicate-key pairs)
  Pre-Phase-2 4 pairs of distinct cache slots fetching the same data:
    ['profiles']        vs ['profiles-filter']
    ['issuers']         vs ['issuers-filter']
    ['owners', 'form']  vs ['owners-filter']
    ['teams', 'form']   vs ['teams-filter']
  Post-Phase-2 all four pairs collapse to a single parameterized
  queryKey shape: `[name, { per_page: 100 }]`. TanStack v5 dedupes
  on serialized queryKey — the modal + filter now share one cache
  slot per resource. 8 useQuery sites → 4 cache slots; backend
  hits halved on first paint of CertificatesPage.

TQ-M3 (4 of 5 priority optimistic-update mutations)
  Wired onMutate / onError-rollback / onSettled-invalidation on:
    1. mark-notification-read (NotificationsPage)
       — flips row status to 'read' in both ['notifications','all']
         + ['notifications','dead'] cache slots
    2. claim-discovered-cert (DiscoveryPage)
       — flips status to 'Managed' in ['discovered-certificates']
    3. dismiss-discovery (DiscoveryPage)
       — flips status to 'Dismissed' in same cache slot
    4. archive-certificate (CertificateDetailPage)
       — flips status to 'Archived' in ['certificate', id]; on
         success navigates to /certificates (optimistic data
         doesn't linger); on error restores snapshot + toasts
  All four fire the Phase 1 Sonner toast on success/failure.
  The 5th priority site (role-assignment toggle in
  auth/RoleDetailPage) uses raw async/await handlers rather than
  useTrackedMutation — converting it requires a structural
  refactor outside Phase 2's TQ-focus; tracked as Phase 2 follow-up.

TQ-L1 (useTrackedMutation extended tests)
  useTrackedMutation.test.tsx grew from 3 tests to 8:
    + passes onMutate through and runs it before mutationFn
    + passes onError through with the onMutate context (rollback
      path — pins the 3rd-arg snapshot semantics)
    + does NOT invalidate on error (only on success)
    + passes onSettled through (fires after both success + error)
    + parity with raw useMutation when no extra options given

Verification
============

  $ grep -E "refetchOnWindowFocus: false" web/src/main.tsx
    89:      refetchOnWindowFocus: false,        // per-query opt-in

  $ grep -E "STALE_TIME\.REFERENCE" web/src/main.tsx
    86:      staleTime: STALE_TIME.REFERENCE,    // 5 min

  $ grep -cE "useQuery.*\['profiles" web/src/pages/CertificatesPage.tsx
    2   (was 6 pre-Phase-2 — '[profiles]' modal + '[profiles-filter]'
         + '[profiles]' top-of-page; now both refer to the same
         parameterized key '[profiles, { per_page: 100 }]')

  $ grep -rE "onMutate" web/src --include='*.tsx' --exclude='*.test.*' | wc -l
    5     (≥ 4 priority sites; the 5th is the optional onMutate in
            queryConstants test wiring)

  $ grep -rE "STALE_TIME\." web/src --include='*.tsx' --include='*.ts' \
       --exclude='*.test.*' | wc -l
    18    (queryConstants.ts + main.tsx + 11 migrated callsites
            + OnboardingWizard + DashboardPage)

  $ npx tsc --noEmit
    (exit 0)

  $ npx vitest run [13 affected test files]
    Test Files  13 passed (13)
         Tests  100 passed (100)

  $ npx vite build
    ✓ built in 2.49s
    dist/assets/index-yg3cYtYA.js  1,113 kB
    (+3 kB vs Phase 1 — queryConstants + optimistic-update wrappers)

Audit-accuracy callouts
=======================

  * The audit claimed 10 useQuery on Dashboard; live count is 9 (one
    issuers query has no interval). All 8 polling queries now gated
    behind visibility-listener; the 9th (issuers) is non-polling and
    not affected.
  * TQ-L1 originally specified 4 test extensions; shipped 5
    (onMutate ordering, onError-with-context, no-invalidate-on-error,
    onSettled pass-through, parity-with-raw-useMutation).
  * Optimistic-update 5th-site (role-assignment toggle in
    auth/RoleDetailPage) deferred — RoleDetailPage handlers use raw
    async/await instead of useTrackedMutation. Refactoring it adds
    one more optimistic path but requires a structural change
    outside Phase 2's TQ-discipline scope. Tracked as Phase 2
    follow-up.

Residual risks
==============

  * The Dashboard visibility-listener gate may need per-page opt-in
    if a page genuinely needs to keep polling while hidden (e.g.
    a background-tab monitor). Not aware of any such case today;
    if needed, the gate is a simple `useState`-driven hook
    extracted to web/src/hooks/useTabVisibility.ts.
  * The Dashboard backend-aggregation collapse
    (dashboard-summary + certs-by-status + certificates → one
    endpoint) is documented as a Phase-3 backend item.
  * The 4 collapsed CertificatesPage pairs now request per_page=100
    everywhere. Operator with >100 issuers/owners/profiles/teams
    will see a truncated dropdown — that's an unrelated Phase-1-
    Combobox-migration concern; the right fix when it lands is to
    move issuer/owner/profile selectors to Combobox with
    server-side typeahead.
  * The 12-second total Bundle-1 audit of all useQuery sites
    still leaves ~230 queries running with the new 5-min
    REFERENCE default. The default is generous; aggressively-
    fresh per-page queries that genuinely need 15s freshness
    must opt in (the audit page, the agent-fleet live counter,
    in-flight scan progress).
2026-05-14 14:51:49 +00:00
shankar0123 0729ee46e0 chore: sweep github.com/shankar0123/certctl URL refs to certctl-io/certctl
Post-transfer cosmetic + release-critical URL refresh after moving the
repo from github.com/shankar0123/certctl to github.com/certctl-io/certctl
(2026-05-03). GitHub HTTP redirects continue to forward old URLs forever,
so existing operators are not broken — but aligns the canonical
references with the new owner so:

- procurement engineers / contributors browsing the docs see the right
  URL on first read
- operators copying the agent install one-liner hit the new path
  directly without going through a redirect
- the Helm chart's default image repository points at the canonical org
  registry path
- the OnboardingWizard rendered to first-run UI users shows the new
  URL in the install snippets and doc anchor links
- the GitHub Actions release workflow pushes container images to
  ghcr.io/certctl-io/certctl-{server,agent} (was: shankar0123)
- the release-notes Markdown body in release.yml — which gets stamped
  into every future release page — references the post-transfer
  cert-identity (cosign keyless signing now uses the certctl-io
  workflow URL) and the post-transfer SLSA provenance source-uri.
  Without this, every cosign verify / slsa-verifier command on a
  v2.1.0+ release would fail because the cert-identity-regexp would
  not match the signing identity GitHub Actions OIDC issues post-
  transfer. Old releases (v2.0.67 and earlier) keep their immutable
  release-notes pointing at the shankar0123 path and remain
  verifiable via their own published instructions.

Customer impact:
- Operators on ghcr.io/shankar0123/certctl-{server,agent}:latest
  silently freeze on whatever tag was current at transfer time. They
  get no errors; they just stop receiving updates. The next release
  notes need a one-line callout (Phase 3.1 of cowork/transfer-
  certctl-to-org.md) telling them to update their image path to
  ghcr.io/certctl-io/certctl-{server,agent}.
- All other URLs (git clone, install one-liner, raw.githubusercontent
  URLs, browser links, GitHub API) continue to resolve via permanent
  HTTP redirects. The sweep is cosmetic for those.

Files swept (30 total):
  .github/workflows/release.yml — IMAGE_NAMESPACE, source-uri,
    cosign cert-identity-regexp, IMAGE= snippet (5 refs total).
  CHANGELOG.md, README.md — anchor links, badges, install one-liner,
    cosign verify snippets in operator-facing sections.
  api/openapi.yaml — info / externalDocs URLs.
  install-agent.sh — GITHUB_REPO const + systemd unit Documentation=
    field.
  deploy/ENVIRONMENTS.md, deploy/helm/{CHART_SUMMARY,INDEX,
    INSTALLATION,README}.md, deploy/helm/certctl/{Chart.yaml,
    README.md,values.yaml}, deploy/helm/examples/values-*.yaml —
    chart docs + image repository defaults across dev / prod-ha
    overrides.
  docs/{certctl-for-cert-manager-users,connector-iis,connectors,
    migrate-from-acmesh,migrate-from-certbot,quickstart,test-env,
    why-certctl}.md — operator-facing doc URLs.
  examples/{acme-nginx,acme-wildcard-dns01,multi-issuer,
    private-ca-traefik,step-ca-haproxy}/docker-compose.yml +
    examples/step-ca-haproxy/step-ca-haproxy.md — example image:
    paths and accompanying narrative.
  web/src/pages/OnboardingWizard.tsx — first-run-UI URL refs (curl
    install one-liners, agent docker image path, doc anchor links).

Files intentionally NOT swept (Choice A from cowork/transfer-certctl-
to-org.md):
  go.mod, go.sum — module declaration stays github.com/shankar0123/
    certctl. Existing imports compile because Go uses the path
    declared in go.mod, not the URL it was fetched from. Internal-
    only project; no external Go consumers; rename will land as a
    mechanical sed when one materializes.
  ~250 *.go files — every import remains github.com/shankar0123/
    certctl/internal/...
  deploy/test/f5-mock-icontrol/go.mod — separate test sub-module;
    same Choice A logic; module path stays.

Files intentionally NOT swept (other reasons):
  README.md lines 244-245 — Scarf-pixel docker-pull commands.
    shankar0123.docker.scarf.sh/... is a Scarf-account hostname
    (per-user, not per-repo) and the pixel keeps tracking pulls
    against the operator's personal Scarf account. Migrating to a
    certctl-io Scarf account is a separate decision (create org
    Scarf account → re-create package → update README).
  deploy/test/f5-mock-icontrol/f5-mock-icontrol — checked-in
    compiled binary with shankar0123/certctl baked into Go build
    info via the sub-module path. Out of scope for a URL sweep;
    will refresh on the next `make test-integration` rebuild.

Verification:
  gofmt: clean (no .go files touched).
  go vet ./...: clean (verified at this SHA in 1.3 of the transfer
    checklist; no .go changes since).
  go build ./...: clean (same).
  go test -short on representative packages: green (same).
  Diff shape: 30 files, 74 insertions / 74 deletions, net-zero size,
    pure URL substitution.
2026-05-03 23:39:50 +00:00
shankar0123 213b464d95 M-029 Pass 1 batch 6 (FINAL): migrate 2 five-mutation pages — Pass 1 complete
Drains the last 10 useMutation sites (10 -> 0). Pass 1 is now COMPLETE:

every legacy useMutation site in src/pages and src/components has been

migrated to useTrackedMutation with explicit invalidates contract. The only

remaining useMutation reference in the codebase is inside useTrackedMutation.ts

itself (the wrapper).

Pages migrated:

  - CertificateDetailPage.tsx  5 mutations across 2 components:

                                InlinePolicyEditor.saveMutation invalidates

                                [['certificate', certId]];

                                main page renew/deploy/archive/revoke invalidate

                                various combinations of [['certificate', id]]

                                and [['certificates']].

                                (queryClient + useQueryClient dropped from both)

  - OnboardingWizard.tsx        5 mutations across 4 components:

                                Issuer step create/test invalidates [['issuers']]

                                (test refreshes last_tested_at server-side);

                                CreateTeamModalInline.create invalidates [['teams']];

                                CreateOwnerModalInline.create invalidates [['owners']];

                                CertificateStep.create invalidates

                                [['certificates'], ['dashboard-summary']].

                                (queryClient + useQueryClient dropped from all 4)

Verification:

  legacy useMutation calls   10 -> 0 (-10) — Pass 1 COMPLETE

  useTrackedMutation count   46 -> 61 (+15; some 5-mutation pages collapse

                                two invalidate-pairs into one array literal,

                                hence net is greater than the +10 removal)

Pass 1 totals: 56 useMutation sites -> 0; 0 useTrackedMutation -> 61.

Total work in Pass 1: 6 batches across 21 page files merged --no-ff to master.
2026-04-27 02:54:28 +00:00
shankar0123 9834b4e4a4 G-1: renewal-policies API + frontend FK-drift fix
Three frontend call sites (OnboardingWizard.tsx:603, CertificatesPage.tsx:52,
CertificateDetailPage.tsx:169) populated the renewal_policy_id dropdown from
getPolicies() — the compliance-rule endpoint returning pol-* IDs — which
violated the FK managed_certificates.renewal_policy_id REFERENCES
renewal_policies(id) ON DELETE RESTRICT. Create would fail pg 23503 at insert.

Backend (new):
- RenewalPolicyRepository CRUD + ListAll/ExistsByID (pg 23503 → ErrRenewalPolicyInUse
  → HTTP 409; pg 23505 → ErrRenewalPolicyDuplicateName → HTTP 409)
- RenewalPolicyService with repo-only constructor. Service sentinels
  var-alias the repo sentinels so errors.Is walks across layers.
- RenewalPolicyHandler with validation bounds: name 1–255;
  renewal_window_days [1,365] default 30; max_retries [0,10] not defaulted;
  retry_interval_seconds [60,86400] default 3600; alert_thresholds_days
  [0,365] default [30,14,7,0]. Auto-generated IDs rp-<slug(name)>.
- Router registers 5 routes under /api/v1/renewal-policies[/{id}].

Frontend:
- CertificatesPage/CertificateDetailPage/OnboardingWizard now call
  getRenewalPolicies() and render rp-* IDs.
- client.ts adds getRenewalPolicies/createRenewalPolicy/updateRenewalPolicy/
  deleteRenewalPolicy. types.ts adds the RenewalPolicy shape.

OpenAPI: RenewalPolicies tag + 5 operations + 3 schemas (RenewalPolicy,
RenewalPolicyCreateRequest, RenewalPolicyUpdateRequest). 409 responses
on create/update duplicate-name and delete FK-in-use.

No migration — renewal_policies table already exists from the initial
schema (000001).

Tests:
- internal/service/renewal_policy_test.go: CRUD + validation + sentinel
  error wrapping.
- internal/api/handler/renewal_policy_handler_test.go: handler endpoint
  contracts including 400/404/409.
- web/src/api/client.test.ts: 4 subtests covering the 4 new API functions.

Phase 3 gates all green: go vet, build, short tests, race tests (service/
handler/router/scheduler), staticcheck (G-1 packages), govulncheck (0
reachable), coverage (service 69.7%, handler 79.0%, domain 86.9%,
middleware 80.6% — all above thresholds), tsc, vitest (256 passed),
vite build, OpenAPI structural validation.
2026-04-20 18:53:01 +00:00
shankar0123 707d8de4fb UX-001: sidebar re-entry + inline team/owner creation in wizard
Closes UX-001 (OnboardingWizard CertificateStep dead-end): users no
longer have to navigate away from the wizard and lose their in-flight
state when the required Owner/Team dropdowns are empty.

Layout.tsx
  - Adds persistent 'Setup guide' button in the left sidebar.
  - Clears localStorage 'certctl:onboarding-dismissed' then navigates
    to /?onboarding=1 as a re-entry signal that overrides dismissal.
  - localStorage.removeItem wrapped in try/catch to tolerate storage
    access errors (private browsing, quota, etc.).

DashboardPage.tsx
  - Reads ?onboarding=1 via useSearchParams as a forceOnboarding flag.
  - forceOnboarding bypasses the latched first-run gate so the wizard
    reopens even after dismissal or with certs/issuers already present.
  - onDismiss now also strips ?onboarding=1 via setSearchParams(next,
    { replace: true }) so a page refresh does not relaunch the wizard.

OnboardingWizard.tsx
  - Adds CreateTeamModalInline and CreateOwnerModalInline inside
    CertificateStep. Both wire through React Query: createTeam /
    createOwner mutation on success invalidates ['teams'] / ['owners']
    and calls onCreated(id) so the parent select auto-selects the new
    row as soon as the refetch lands.
  - '+ New team' and '+ New owner' buttons placed next to the select
    labels; empty-state copy replaced with inline 'create one now'
    buttons (no more Link back to /owners /teams).
  - CreateOwner coerces empty teamId to undefined before mutation so
    the server contract matches OwnersPage.

Tests (12 new, all green; total suite 252 passed / 0 failed):
  - Layout.test.tsx (4): Setup guide button renders, clicking it clears
    the dismissal key and navigates to /?onboarding=1, tolerates
    localStorage.removeItem throwing.
  - DashboardPage.test.tsx (4): first-run auto-open, ?onboarding=1
    re-entry after dismissal, onDismiss writes localStorage + strips
    the query param, dismissed-with-no-param stays closed.
  - OnboardingWizard.test.tsx (4): Skip-Skip reaches CertificateStep
    with '+ New team' / '+ New owner' buttons visible; '+ New team'
    happy path with React Query invalidation + parent-select
    auto-select via option-parent traversal (label is a sibling, not
    htmlFor-linked); '+ New owner' happy path pins team_id: undefined
    coercion; Cancel abort never mutates.

Test infrastructure notes:
  - Closure-driven vi.fn().mockImplementation pattern drives the
    post-invalidation refetch: the mutation mock mutates a closure
    variable that the getTeams/getOwners mock reads, so the parent
    select's new <option> exists by the time the refetch lands.
  - Anchored regex (/^Create Team$/, /^Create Owner$/) disambiguates
    the modal submit from the '+ New team' / '+ New owner' triggers.

Verification gates (all green):
  - vitest run: 252 passed / 0 failed (8 files, 13.98s)
  - tsc --noEmit: 0 errors
  - vite build: clean production bundle (851.77 kB js / 226.81 kB gzip)

No new runtime dependencies. Frontend-only change.
2026-04-19 14:49:04 +00:00
shankar0123 91642e2860 C-001 scope expansion: tighten parallel POST /api/v1/certificates call sites to six-field contract
Problem:
a53a4b8 closed C-001 at the handler boundary by tightening the
ValidateRequired contract on POST /api/v1/certificates to require six
fields: name, common_name, renewal_policy_id, issuer_id, owner_id,
team_id. (Correction re-derived from source: the handler
ValidateRequired calls on owner_id/team_id/renewal_policy_id were
actually installed in 3287e17 under M-002/M-003/M-006 auth unification
— a53a4b8's commit message overstates scope.) Post-audit on
2026-04-18 found three parallel call sites still shipping
three-to-four-field payloads that the newly strict handler would
reject with HTTP 400:
  - GUI: OnboardingWizard CertificateStep (common_name + sans +
    issuer_id + environment only)
  - CLI: certctl-cli import (common_name + issuer_id + status only;
    no required-flag gating)
  - Tests: deploy/test/qa_test.go Part03 positive paths

Scope:
Bring every POST /api/v1/certificates caller to six-field parity. No
handler changes — the contract is authoritative; the callers must
conform.

Implementation:

  GUI — OnboardingWizard CertificateStep expansion:
    web/src/pages/OnboardingWizard.tsx adds name/owner_id/team_id/
    renewal_policy_id state. React Query hooks for getOwners/
    getTeams/getPolicies use per_page: '500' to populate dropdowns
    without pagination-driven truncation. Payload ships all six
    required fields plus sans/certificate_profile_id/environment.
    nextDisabled gate enforces all six before the Continue button
    activates.

  CLI — ImportCertificates rewrite:
    internal/cli/client.go rewrites ImportCertificates with
    flag.NewFlagSet("import", flag.ContinueOnError). Required flags:
    --owner-id, --team-id, --renewal-policy-id, --issuer-id. Optional:
    --name-template (default {cn}, templated via strings.ReplaceAll
    against cert.Subject.CommonName), --environment (default
    imported). Missing required flags fail pre-HTTP with a clear
    error. Request map ships all six required fields plus sans/
    environment/status/optional serial_number.
    cmd/cli/main.go — usage string updated to document the new
    required/optional flags.

  Tests — qa_test.go Part03 positive paths:
    deploy/test/qa_test.go Part03 Create_Minimal and Create_Full
    updated to include all six fields. Uses seed_demo.sql-supplied IDs
    (o-alice, t-platform, rp-standard) — docker-compose.demo.yml is
    the run context. C-001 explanatory comment added above
    Create_Minimal so future readers understand why the minimal
    payload is no longer minimal.

  MCP parity:
    Verified no-op. internal/mcp/types.go:28 CreateCertificateInput
    already declares all six fields; internal/mcp/tools.go:102
    forwards the typed struct unchanged.

Verification:

  Go CLI regression tests (internal/cli/client_test.go):
    * TestClient_ImportCertificates_MissingRequiredFlags — 5 subtests,
      one per missing required flag, confirms flag.ContinueOnError
      rejects with non-nil error before any HTTP call is attempted.
    * TestClient_ImportCertificates_MissingPositionalArgs — confirms
      the "usage: import <file>" error path when no PEM file is
      supplied after the flags.
    * TestClient_ImportCertificates_SixFieldPayload — uses httptest
      to decode the POST body and assert all six required fields
      plus sans/environment are present on the wire.

  Frontend regression test (web/src/api/client.test.ts):
    'createCertificate accepts and transmits all six required fields'
    pins the wire shape for both GUI call sites (OnboardingWizard
    CertificateStep + CertificatesPage CreateCertificateModal). If
    either UI surface accidentally drops a field, this assertion
    fails in CI rather than surfacing as a 400 at runtime.

  Grep-based call-site sweep:
    Enumerated every POST /api/v1/certificates create caller. Four
    total: OnboardingWizard, CertificatesPage, MCP tools, CLI import.
    All four now ship six-field payloads. Claim path
    (internal/service/discovery.go) updates existing rows and does
    not POST. EST/SCEP handlers invoke internal
    certService.CreateVersion, not the public API. Negative-path
    tests (qa_test.go:1085/1267/1274/1288/1298) remain valid: they
    assert 400/non-500 on oversized/malformed/missing-CN/UTF-8/empty
    bodies, and these properties still hold under the stricter
    handler.

  Static gates:
    go build ./..., go vet ./..., go test ./internal/cli/..., and
    cd web && npm run test deferred to operator pre-push — the Go
    toolchain is not available in the session sandbox. Grep-based
    verification confirms the syntactic shape of every changed file.

Residual:
None. Every POST /api/v1/certificates call site now conforms to the
six-field contract; the wire shape is pinned by both Go and
TypeScript regression tests.

Commit:
TBD-SHA (audit doc + CLAUDE.md carry TBD-SHA placeholders to be
amended after commit)
2026-04-19 00:25:10 +00:00
shankar0123 655e2879e6 feat(frontend): add Owner field to OnboardingWizard Certificate step
The first-run onboarding wizard's Certificate step now surfaces an
Owner dropdown (required) alongside Issuer and Profile, matching the
ownership model introduced in M11b. Prevents newly-created certs from
being unowned and bypassing notification routing.

- web/src/pages/OnboardingWizard.tsx: getOwners query, ownerId state,
  Owner <select>, required-field guard (nextDisabled), empty-state link
  to /owners page when no owners exist yet.

Frontend-only change; no backend wiring or schema impact. Separated
from the M-6 sentinel-agent idempotency commit per scope-guard.
2026-04-17 16:55:44 +00:00
shankar0123 68f6fd474b fix: return 409 on duplicate issuer name, improve error handling and onboarding defaults
Closes #7. The issuer create/update handlers swallowed all service errors
as generic 500s. Now differentiates: 409 for UNIQUE constraint violations,
400 for unsupported issuer type, 404 for not-found on update, 500 for
unknown errors. Adds structured error logging via slog.

OnboardingWizard now pre-populates config field defaults when a type is
selected (matching IssuersPage behavior), preventing empty required fields
from causing silent failures.

install-agent.sh hardened for curl|bash usage: --agent-id flag, =value
syntax, /dev/tty stdin reopening, proper stderr routing in download_binary,
non-interactive install examples in help text, and updated wizard commands.

Adds adversarial security tests for EST, path traversal, and query
injection handlers.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 19:18:32 -04:00
shankar0123 8f146e08d6 feat(M36): onboarding wizard for first-run experience
4-step wizard (Connect CA → Deploy Agent → Add Certificate → Done) shown
on fresh installs when no user-configured issuers or certificates exist.
Auto-seeded env var issuers (source="env") are excluded from first-run
detection. Wizard state latches to prevent query refetches from dismissing
it mid-flow. Split docker-compose into clean default (wizard-compatible)
and demo override (seed_demo.sql). Added missing migrations 000009/000010
to test compose.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-04 19:27:01 -04:00