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headlamp-polaris-plugin/docs/architecture/overview.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

13 KiB

Architecture Overview

High-level architecture of the Headlamp Polaris Plugin.

Overview

The Headlamp Polaris Plugin is a read-only dashboard that surfaces Fairwinds Polaris audit results within the Headlamp UI. It fetches data from the Polaris dashboard API via the Kubernetes service proxy and presents it in a hierarchical navigation structure.

Key Characteristics:

  • Read-only: No write operations to cluster or Polaris
  • Service proxy based: Uses K8s API server proxy to reach Polaris
  • React Context for state: Shared data fetch across components
  • Headlamp plugin API: Integrates via official plugin system
  • Type-safe: Full TypeScript with strict mode

System Architecture

┌─────────────────────────────────────────────────────────────┐
│                    Headlamp UI (React)                       │
├─────────────────────────────────────────────────────────────┤
│                                                               │
│  ┌──────────────┐  ┌──────────────┐  ┌──────────────┐      │
│  │  App Bar     │  │  Sidebar     │  │  Routes      │      │
│  │  (Badge)     │  │  (Navigation)│  │  (Views)     │      │
│  └──────┬───────┘  └──────┬───────┘  └──────┬───────┘      │
│         │                  │                  │              │
│         └──────────────────┼──────────────────┘              │
│                            │                                 │
│                   ┌────────▼────────┐                        │
│                   │ Plugin Registry │                        │
│                   └────────┬────────┘                        │
│                            │                                 │
│              ┌─────────────▼──────────────┐                 │
│              │  Polaris Plugin (This!)    │                 │
│              ├────────────────────────────┤                 │
│              │ • registerSidebarEntry     │                 │
│              │ • registerRoute            │                 │
│              │ • registerAppBarAction     │                 │
│              │ • registerPluginSettings   │                 │
│              │ • registerDetailsViewSection│                 │
│              └─────────────┬──────────────┘                 │
│                            │                                 │
│              ┌─────────────▼──────────────┐                 │
│              │  PolarisDataContext        │                 │
│              │  (React Context Provider)  │                 │
│              └─────────────┬──────────────┘                 │
│                            │                                 │
│         ┌──────────────────┼──────────────────┐             │
│         │                  │                  │             │
│    ┌────▼─────┐     ┌──────▼──────┐   ┌──────▼──────┐     │
│    │Dashboard │     │ Namespaces  │   │  Namespace  │     │
│    │View      │     │ ListView    │   │  Detail     │     │
│    └──────────┘     └─────────────┘   └─────────────┘     │
│                                                             │
└─────────────────────────────────────────────────────────────┘
                            │
                    ┌───────▼────────┐
                    │  ApiProxy      │
                    │  (Headlamp)    │
                    └───────┬────────┘
                            │
                    ┌───────▼────────┐
                    │  Kubernetes    │
                    │  API Server    │
                    └───────┬────────┘
                            │
                    ┌───────▼────────┐
                    │  Service Proxy │
                    │  /api/v1/ns/   │
                    │  polaris/svcs/ │
                    │  polaris-      │
                    │  dashboard/    │
                    │  proxy/        │
                    └───────┬────────┘
                            │
                    ┌───────▼────────┐
                    │  Polaris       │
                    │  Dashboard     │
                    │  (ClusterIP)   │
                    └───────┬────────┘
                            │
                    ┌───────▼────────┐
                    │  results.json  │
                    │  (AuditData)   │
                    └────────────────┘

Component Hierarchy

Plugin Entry Point

src/index.tsx

  • Registers sidebar entries (Polaris → Overview, Namespaces)
  • Registers routes (/polaris, /polaris/namespaces)
  • Registers app bar action (score badge)
  • Registers plugin settings page
  • Registers details view section (inline audit)

Data Layer

src/api/PolarisDataContext.tsx

  • React Context Provider for shared data
  • Fetches AuditData from Polaris dashboard
  • Handles auto-refresh based on user settings
  • Provides { data, loading, error, refresh } to consumers

src/api/polaris.ts

  • TypeScript types for AuditData schema
  • Utility functions: countResults(), computeScore()
  • Settings management: getRefreshInterval(), setRefreshInterval()
  • Constants: DASHBOARD_URL_DEFAULT, INTERVAL_OPTIONS

src/api/checkMapping.ts

  • Maps Polaris check IDs to human-readable names
  • Used for display in UI (e.g., "hostIPCSet" → "Host IPC")

src/api/topIssues.ts

  • Aggregates failing checks across cluster
  • Groups by check ID and severity
  • Used for top issues dashboard

View Components

src/components/DashboardView.tsx

  • Route: /polaris
  • Purpose: Cluster-wide overview
  • Features:
    • Cluster score (percentage)
    • Check distribution (pass/warning/danger/skipped)
    • Cluster info (Polaris version, last audit time)
    • Refresh button
  • Data: Uses usePolarisDataContext()

src/components/NamespacesListView.tsx

  • Route: /polaris/namespaces
  • Purpose: List all namespaces with scores
  • Features:
    • Table with namespace, score, pass/warning/danger counts
    • Clickable namespace buttons (opens drawer)
    • Sorted by score (lowest first)
  • Data: Uses usePolarisDataContext(), aggregates by namespace

src/components/NamespaceDetailView.tsx

  • Route: Drawer on /polaris/namespaces#<namespace>
  • Purpose: Namespace-level drill-down
  • Features:
    • Namespace score
    • Resource table (kind, name, score, counts)
    • URL hash navigation
    • Keyboard shortcuts (Escape to close)
  • Data: Filters usePolarisDataContext() by namespace

UI Components

src/components/AppBarScoreBadge.tsx

  • Location: Headlamp app bar (top-right)
  • Purpose: Quick cluster score visibility
  • Features:
    • Color-coded badge (green ≥80%, orange ≥50%, red <50%)
    • Clickable (navigates to /polaris)
    • Shield emoji icon
  • Data: Uses usePolarisDataContext()

src/components/PolarisSettings.tsx

  • Location: Settings → Plugins → Polaris
  • Purpose: Plugin configuration
  • Features:
    • Refresh interval selector (1 min to 30 min)
    • Dashboard URL input (custom Polaris instances)
    • Connection test button
  • Data: localStorage for persistence

src/components/InlineAuditSection.tsx

  • Location: Resource detail pages (Deployment, StatefulSet, etc.)
  • Purpose: Show Polaris audit inline
  • Features:
    • Pass/warning/danger counts
    • Check details with messages
    • Severity badges
  • Data: Uses usePolarisDataContext(), filters by resource

src/components/ExemptionManager.tsx

  • Location: (Planned feature, UI exists but not fully integrated)
  • Purpose: Manage Polaris exemptions via annotations
  • Features:
    • View current exemptions
    • Add exemptions for failing checks
    • Remove exemptions

State Management

Why React Context?

Decision: Use React Context instead of Redux/Zustand

Rationale:

  1. Simple state: Single AuditData object shared across views
  2. Read-only: No complex mutations or transactions
  3. Headlamp constraints: Plugin cannot add dependencies (Redux not bundled)
  4. Performance: Data changes infrequently (refresh interval 1-30 min)

Context Structure

interface PolarisDataContextValue {
  data: AuditData | null;      // Audit results or null if loading/error
  loading: boolean;             // True during initial fetch
  error: string | null;         // Error message if fetch failed
  refresh: () => void;          // Manual refresh function
}

Data Fetching Strategy

  1. Initial fetch: On first mount of any component using the context
  2. Auto-refresh: Based on user setting (default 5 minutes)
  3. Manual refresh: Via refresh button in UI
  4. Caching: Data persists in context until refresh (no per-route refetch)

localStorage Usage

Settings persisted in localStorage:

  • polaris-plugin-refresh-interval: Number (seconds), default 300
  • polaris-plugin-dashboard-url: String, default service proxy path

No sensitive data stored in localStorage.

Integration Points

Headlamp Plugin API

Version: ≥ v0.13.0

Registration Functions Used:

// Sidebar navigation
registerSidebarEntry({ parent, name, label, url, icon })

// Routes
registerRoute({ path, sidebar, name, exact, component })

// App bar actions
registerAppBarAction(component)

// Plugin settings
registerPluginSettings(name, component, displaySaveButton)

// Resource detail sections
registerDetailsViewSection(component)

Key Changes in v0.13.0:

  • registerDetailsViewSection now takes 1 argument (component), not 2 (name, component)
  • registerAppBarAction now takes 1 argument (component), not 2 (name, component)

Headlamp CommonComponents

Used Components:

  • SectionBox - Card-like container with title
  • SectionHeader - Page header with title
  • StatusLabel - Color-coded status badges
  • NameValueTable - Key-value table layout
  • SimpleTable - Data table with sorting
  • Drawer - Right-side overlay panel
  • Loader - Loading spinner

Router:

  • Router.createRouteURL() - Generate plugin route URLs
  • React Router's useHistory(), useParams(), useLocation()

Kubernetes API (via ApiProxy)

Used for:

  • Fetching Polaris results: ApiProxy.request(dashboardUrl + 'results.json')
  • No direct K8s API calls (all data from Polaris dashboard)

RBAC Required:

  • get on services/proxy for polaris-dashboard in polaris namespace

Performance Considerations

Bundle Size

  • Current: ~27 KB minified (gzip: ~7.6 KB)
  • Target: Keep under 50 KB to ensure fast loading
  • Strategy: No heavy dependencies, tree-shaking enabled

Data Fetching

  • Lazy loading: Data not fetched until user navigates to plugin
  • Caching: Single fetch shared across all views (React Context)
  • Refresh strategy: User-controlled interval prevents excessive API calls

Rendering

  • React.memo: Not needed (data changes infrequently)
  • Virtual scrolling: Not needed (namespace/resource lists typically <100 items)
  • Component splitting: Lazy load views if bundle grows significantly

Next Steps

  • Data Flow - Detailed data flow diagrams and sequences
  • Design Decisions - Architecture decision records
  • ADRs - Formal Architecture Decision Records

References