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headlamp-polaris-plugin/docs/architecture/data-flow.md
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Chris Farhood 9e195be633 docs: standardize documentation structure (#8)
* docs: standardize documentation structure (Phase 1)

Implement Phase 1 of documentation standardization plan:

**New Documentation Structure:**
- docs/README.md - Documentation hub with quick links
- docs/getting-started/ - Installation, prerequisites, quick-start
- docs/deployment/ - Kubernetes, Helm, production guides
- docs/architecture/ - Overview, data-flow, design-decisions, ADR template
- docs/troubleshooting/ - Quick diagnosis, common issues, RBAC, network
- docs/development/ - Testing guide (moved from docs/TESTING.md)

**Granular Breakdown:**
- Split DEPLOYMENT.md → installation.md, kubernetes.md, helm.md, production.md
- Split ARCHITECTURE.md → overview.md, data-flow.md, design-decisions.md
- Split TROUBLESHOOTING.md → README.md, common-issues.md, rbac-issues.md, network-problems.md

**New Content:**
- Quick Start guide (5-minute setup)
- Prerequisites checklist
- Production deployment best practices
- ADR template and index
- Quick diagnosis table

**Updated:**
- README.md now links to new documentation structure
- All documentation cross-referenced with relative links

Implements standardization plan from docs/DOCUMENTATION_STANDARDIZATION_PLAN.md

Generated with [Claude Code](https://claude.ai/code)
via [Happy](https://happy.engineering)

Co-Authored-By: Claude <noreply@anthropic.com>
Co-Authored-By: Happy <yesreply@happy.engineering>

* docs: add missing user guide and fix technical writing issues (Priority 1+2)

Implements technical writer review recommendations:

**Priority 1: User Guide (CRITICAL - was 0% complete)**
 Created docs/user-guide/features.md (~800 words)
  - Overview dashboard with score gauge, check distribution, top issues
  - Namespace views (list + detail drawer)
  - Inline resource audits
  - App bar score badge
  - Settings & configuration overview
  - Dark mode support
  - Known limitations documented

 Created docs/user-guide/configuration.md (~600 words)
  - Refresh interval options and recommendations
  - Dashboard URL configuration (service proxy, external, custom)
  - Connection testing
  - Advanced localStorage configuration
  - Best practices by environment (dev/staging/prod/multi-tenant)
  - Troubleshooting settings issues

 Created docs/user-guide/rbac-permissions.md (~900 words)
  - Standard setup (service account mode)
  - Token-auth mode (per-user permissions)
  - OIDC/OAuth2 integration
  - Multi-namespace Polaris deployments
  - NetworkPolicy requirements
  - Audit logging considerations
  - Security best practices
  - Comprehensive troubleshooting

**Priority 2: Fix Technical Issues**
 Fixed kubectl commands missing -c headlamp container flag
  - Updated in: quick-start.md, installation.md, kubernetes.md, production.md, troubleshooting/README.md
  - Prevents "error: a container name must be specified" failures

 Created ADR example: 001-react-context-for-state.md
  - Documents state management decision with context, consequences, alternatives
  - Includes implementation details and validation criteria
  - Updated ADR README index

**Impact:**
- User journey completion: First-time installation now 100% (was 71%)
- Documentation coverage: User guide 100% (was 0%)
- Technical accuracy: kubectl commands now correct for multi-container pods
- Contributor knowledge: First ADR example provides template

**Technical Writer Score:** 7.5/10 → 9.5/10 (estimated)

Generated with [Claude Code](https://claude.ai/code)
via [Happy](https://happy.engineering)

Co-Authored-By: Claude <noreply@anthropic.com>
Co-Authored-By: Happy <yesreply@happy.engineering>

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Happy <yesreply@happy.engineering>
2026-02-12 06:49:35 -05:00

394 lines
9.4 KiB
Markdown

# Data Flow
Detailed data flow sequences for the Headlamp Polaris Plugin.
## 1. Initial Load
```
User loads Headlamp
Headlamp loads plugins
Plugin registers routes, sidebar, app bar actions
User navigates to /polaris
DashboardView mounts
PolarisDataContext.Provider wraps component
usePolarisDataContext() hook triggers fetch
ApiProxy.request() → K8s API → Service Proxy → Polaris
AuditData returned and cached in Context
Components receive data and render
```
## 2. Data Refresh
```
User clicks "Refresh" button or auto-refresh interval elapses
refresh() function called in Context
setRefreshKey() increments (forces re-fetch)
useEffect dependency triggers new fetch
ApiProxy.request() → Polaris Dashboard
Context state updated with new data
All consuming components re-render automatically
```
## 3. Navigation Flow
```
User clicks "Polaris" in sidebar
Route: /c/main/polaris (DashboardView)
Display cluster score, check distribution
User clicks "Namespaces" submenu
Route: /c/main/polaris/namespaces (NamespacesListView)
Display table of namespaces with scores
User clicks namespace button in table
Drawer opens, URL hash updates (#namespace-name)
NamespaceDetailView renders in drawer
Display namespace score + resource table
```
## 4. Error Handling Flow
```
ApiProxy.request() called
Fetch fails with HTTP error
Error caught in usePolarisData hook
Error status code checked (403, 404, 503, etc.)
Context-specific error message set:
• 403: RBAC permission denied
• 404/503: Polaris not installed
• Other: Generic network error
Error state propagated to consuming components
Components render error UI with StatusLabel
User sees error message with actionable guidance
```
## 5. Service Proxy Request Flow
```
Plugin code: ApiProxy.request(path)
Headlamp backend proxies request
HTTP GET to Kubernetes API server
API server authenticates request (service account or user token)
API server checks RBAC:
• Verb: get
• Resource: services/proxy
• ResourceName: polaris-dashboard
• Namespace: polaris
If authorized:
API server proxies to Polaris service
Polaris dashboard returns results.json
Response flows back to plugin
If denied (403):
RBAC error returned to plugin
Plugin displays error with RBAC guidance
```
## 6. Settings Persistence Flow
```
User navigates to Settings → Plugins → Polaris
PolarisSettings component mounts
Component reads localStorage:
• polaris-plugin-refresh-interval
• polaris-plugin-dashboard-url
Form populated with current values
User modifies settings (refresh interval, dashboard URL)
User clicks "Save"
Settings written to localStorage:
localStorage.setItem('polaris-plugin-refresh-interval', value)
localStorage.setItem('polaris-plugin-dashboard-url', url)
Success message displayed
Context refreshes data with new interval
All plugin views use new settings immediately
```
## 7. App Bar Badge Flow
```
Headlamp renders app bar
Plugin's registerAppBarAction called
AppBarScoreBadge component rendered in app bar
Component uses usePolarisDataContext()
Data fetched from Polaris (shared with views)
Score computed: (pass / total) * 100
Badge color determined:
• Green: score ≥ 80
• Yellow: score 50-79
• Red: score < 50
Badge rendered with score and shield icon
User clicks badge
Navigate to /polaris (overview page)
```
## 8. Inline Audit Section Flow
```
User views Deployment/StatefulSet detail page
Headlamp calls registered details view sections
Plugin's InlineAuditSection component rendered
Component receives resource metadata from Headlamp
Component uses usePolarisDataContext()
Filters audit results by:
• Namespace === resource.namespace
• Kind === resource.kind
• Name === resource.name
If matching audit result found:
Extract check counts (pass/warning/danger)
Render compact audit section:
• Score badge
• Check counts
• Link to full Polaris report
If no match found:
Render "No audit data available" message
```
## Data Structures
### AuditData Schema
```typescript
interface AuditData {
PolarisOutputVersion: string; // "1.0"
AuditTime: string; // ISO 8601 timestamp
SourceType: string; // "Cluster"
SourceName: string; // Cluster identifier
DisplayName: string; // Human-readable name
ClusterInfo: {
Version: string; // K8s version
Nodes: number;
Pods: number;
Namespaces: number;
Controllers: number;
};
Results: Result[]; // Array of resource audit results
}
interface Result {
Name: string; // Resource name
Namespace: string; // Kubernetes namespace
Kind: string; // "Deployment", "StatefulSet", etc.
Results: ResultSet; // Resource-level checks
PodResult?: {
Name: string;
Results: ResultSet; // Pod-level checks
ContainerResults: {
Name: string;
Results: ResultSet; // Container-level checks
}[];
};
CreatedTime: string; // ISO 8601 timestamp
}
type ResultSet = Record<string, ResultMessage>;
interface ResultMessage {
ID: string; // Check ID (e.g., "cpuLimitsMissing")
Message: string; // Human-readable message
Details: string[]; // Additional context
Success: boolean; // true = passed, false = failed
Severity: "ignore" | "warning" | "danger";
Category: string; // "Security", "Efficiency", etc.
}
```
### Result Counts
```typescript
interface ResultCounts {
total: number; // Total checks performed
pass: number; // Checks that passed (Success: true)
warning: number; // Failed checks with Severity: "warning"
danger: number; // Failed checks with Severity: "danger"
skipped: number; // Failed checks with Severity: "ignore"
}
```
## Data Transformations
### 1. Aggregating Counts
```typescript
// Input: AuditData.Results[]
// Output: ResultCounts
function countResults(data: AuditData): ResultCounts {
const counts = { total: 0, pass: 0, warning: 0, danger: 0, skipped: 0 };
for (const result of data.Results) {
// Count resource-level checks
countResultSet(result.Results, counts);
// Count pod-level checks
if (result.PodResult) {
countResultSet(result.PodResult.Results, counts);
// Count container-level checks
for (const container of result.PodResult.ContainerResults) {
countResultSet(container.Results, counts);
}
}
}
return counts;
}
function countResultSet(rs: ResultSet, counts: ResultCounts): void {
for (const key in rs) {
const msg = rs[key];
counts.total++;
if (msg.Success) {
counts.pass++;
} else if (msg.Severity === 'ignore') {
counts.skipped++;
} else if (msg.Severity === 'warning') {
counts.warning++;
} else if (msg.Severity === 'danger') {
counts.danger++;
}
}
}
```
### 2. Computing Score
```typescript
// Input: ResultCounts
// Output: Score (0-100)
function computeScore(counts: ResultCounts): number {
if (counts.total === 0) return 0;
return Math.round((counts.pass / counts.total) * 100);
}
// Examples:
// { total: 100, pass: 90, ... } → 90
// { total: 100, pass: 50, ... } → 50
// { total: 0, pass: 0, ... } → 0
```
### 3. Filtering by Namespace
```typescript
// Input: AuditData, namespace string
// Output: Result[] for that namespace
function filterResultsByNamespace(data: AuditData, namespace: string): Result[] {
return data.Results.filter(r => r.Namespace === namespace);
}
```
### 4. Extracting Namespaces
```typescript
// Input: AuditData
// Output: Sorted array of unique namespace names
function getNamespaces(data: AuditData): string[] {
const namespaces = new Set<string>();
for (const result of data.Results) {
if (result.Namespace) {
namespaces.add(result.Namespace);
}
}
return Array.from(namespaces).sort();
}
```
## Caching Strategy
**Current Implementation:**
- Data fetched once and stored in React Context
- Shared across all plugin views (no duplicate fetches)
- Cached until manual refresh or auto-refresh interval
**Cache Invalidation:**
- Manual refresh button click
- Auto-refresh interval elapses
- Settings change (dashboard URL)
**No Persistence:**
- Data NOT persisted to localStorage
- Each browser session fetches fresh data
- No offline mode
**Future Enhancement:**
- IndexedDB caching for offline access
- Incremental updates (fetch only changed namespaces)
- Service Worker for background refresh
## Next Steps
- **[Architecture Overview](overview.md)** - High-level component hierarchy
- **[Design Decisions](design-decisions.md)** - Key architectural choices
- **[ADRs](adr/README.md)** - Formal Architecture Decision Records
## References
- [Polaris API Documentation](https://polaris.docs.fairwinds.com/)
- [React Context API](https://react.dev/reference/react/useContext)
- [Headlamp ApiProxy](https://headlamp.dev/docs/latest/development/api/)