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docs(development): refresh after phase-3a + add topology / trace diagrams (#160)
## Summary

`docs/development.md` drifted as `portal-admin` shipped, the docs site landed, Prisma stayed pinned at 6.x, and a fair chunk of the phase-2 "to come" roadmap quietly turned into "shipped". Surgical refresh of the affected sections + two Mermaid diagrams where prose alone wasn't carrying the cognitive load.

## What changed

### Section 1 — Repo layout

- `apps/portal-admin/` + `apps/portal-admin-e2e/` added (both exist on `main` since #134, were never reflected in the tree).
- `prisma.config.ts` removed (phantom — Prisma 6.x doesn't ship one). The "Prisma 7" tag corrected to "Prisma 6.x" with the [ADR-0006](docs/decisions/0006-persistence-postgresql-prisma.md) pin reference.
- `docs/index.md`, `docs/architecture.md`, `docs/.vitepress/` added.
- New workflows listed: `docs-site.yml`, `renovate.yml`.

### Section 3 — Initial setup, new diagram

Mermaid `flowchart` of the local-dev topology. Host-side dev servers (`portal-shell:4200`, `portal-admin:4300`, `portal-bff:3000`, `docs:5173`) ↔ Compose containers (Postgres, Redis, OTel) ↔ viewer profiles (Jaeger, pgweb). Replaces a ports/services context that was scattered across §3 and §5.

### Section 4 — Daily commands

- `portal-admin` added to serve / test / generate examples.
- Single-test-file recipe corrected: Nx's vitest executor rejects `--testFile` (we hit this empirically while debugging the sidebar spec for #151). The new wording recommends positional path for Vitest, `--testPathPattern=…` for Jest.
- **New "Documentation site" subsection** with the three commands (`docs:dev`, `docs:build`, `docs:preview`), plus the recipe for adding an ADR.

### Section 5 — Observability, new diagram

Mermaid `sequenceDiagram` showing how a click becomes a trace: browser `user_interaction` span → `traceparent` header → BFF span → Pino log line with matching `trace_id` → OTLP batch → Jaeger UI. Anchors the prose's "trace_id is the correlation point" rule with a visual.

### Section 6 — Renovate

New subsection **"Transitive vulnerabilities — `pnpm.overrides`"**. Documents the pattern from #159 so the next contributor hitting a transitive vuln (Renovate silent, dashboard empty) has the playbook on hand without re-discovering it.

### Section 9 — Sections to come

Restructured into two groups:

- **Code shipped — doc to write** (Auth dev-loop, session inspection, MFA step-up debugging, admin surface walkthroughs, audit-log workflow, downstream API recipe, OpenAPI/Scalar workflow, capabilities-driven SPA UX). The code is on `main`; only the prose is missing. Each entry now cites the PR(s) that landed the implementation.
- **Not yet** (component patterns library, a11y testing workflow, perf debugging, release workflow, GitLab migration runbook). Both code and doc still pending.

## Notes for the reviewer

- **Why diagrams now, not at the next chantier?** Two pieces of context were genuinely easier to grasp visually than as prose lists: the local-dev topology (which port goes where), and the trace-correlation flow. The other sections (Renovate, conventional commits, CI gates) already read well as tables — adding diagrams there would be ornament, not signal.
- **Why two diagrams rather than ten?** Per the user instruction "use diagrams when useful" — restraint applies. The two added are the ones that *replace* explanatory prose rather than add to it.
- **Why didn't I rewrite the "to come" roadmap from scratch?** The phase mapping was useful intent — kept the same structure, just moved entries between the two columns as code-shipping unlocked them. Future re-shuffles stay cheap.
- **The doc still has phase-1 framing in places** (e.g. the "this doc starts as a phase-1 reference" paragraph in §9). I left it — promoting the doc to "phase-3a reference" is a larger editorial pass than this refresh deserves; the new diagrams + section-9 split already do the practical work.
- **Open questions deferred to a future pass**: the §2 "Prerequisites" table doesn't mention the docs site (`pnpm docs:dev` adds nothing to the prereqs list — just Node + pnpm, both already required). Leaving the table as is.

## Test plan

- [x] `rm -rf docs/.vitepress/{cache,dist} && pnpm docs:build` — clean, 6.3 s.
- [x] Mermaid renders inside `docs/.vitepress/dist/development.html` — both new diagrams produce `class="mermaid"` markers. `grep -c 'class="mermaid"\|<svg' development.html` → **2**.
- [ ] Visual smoke: `pnpm docs:dev`, navigate to `/development`, confirm both diagrams render (topology with port labels readable, sequence diagram with the trace flow). Toggle dark mode, confirm diagrams flip theme.
- [ ] Spot-check the "Code shipped — doc to write" table — for any contributor reading this PR, do the PR-number citations match their memory of when each chantier landed? (`auth ≈ ADR-0009 series`, `admin ≈ #127, #128, #134, #136, #140–142`, `downstream ≈ #137–139`, `OpenAPI ≈ #143`, `capabilities ≈ #151`).

## What's next

The two largest "doc to write" entries (Auth dev-loop, Audit-log inspection workflow) are good candidates for the next docs chantier — both have shipped code, RSSI-relevant content, and would benefit from a guided walkthrough. Not blocking anything; pick when the team has bandwidth.

---------

Co-authored-by: Julien Gautier <julien.gautier@apf.asso.fr>
Reviewed-on: #160
2026-05-15 23:08:50 +02:00

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# Development guide
This document is the day-to-day reference for working on `apf_portal`. It covers the repo layout, the prerequisites, the initial setup from a fresh clone, and the commands you'll run during a typical development cycle. It is meant to grow — add sections as the team's workflow does.
For decision rationale, see the [ADRs](decisions/). For onboarding the local environment (terminal, Node, pnpm), see [setup/01-wsl-terminal-setup.md](setup/01-wsl-terminal-setup.md).
---
## 1. Repo layout
```
apf_portal/
├── .gitea/workflows/ # CI pipelines (ADR-0015)
│ ├── ci.yml # per-PR + push to main: check / scan / commits / perf / a11y
│ ├── docs-site.yml # build docs site on PR + push (ADR-0022)
│ ├── renovate.yml # daily Renovate run (cron 03:00 UTC)
│ └── security-scheduled.yml # weekly full-tree scan + prod Lighthouse
├── .github/ # Nx AI-tooling skills, prompts, agents (Nx-managed)
├── .husky/ # local git hooks (ADR-0007)
│ ├── pre-commit # → pnpm exec lint-staged
│ └── commit-msg # → pnpm exec commitlint
├── apps/
│ ├── portal-shell/ # Angular 21 SPA (zoneless, standalone, Signals, Vitest, SCSS)
│ │ ├── public/ # static assets (incl. /logos)
│ │ ├── src/ # entry, app config, routes, styles, locales
│ │ ├── .postcssrc.json # Tailwind PostCSS plugin (required by @angular/build esbuild — postcss.config.js is ignored)
│ │ └── project.json # Nx project config (build, serve, test, lint targets)
│ ├── portal-shell-e2e/ # Playwright e2e for portal-shell
│ ├── portal-admin/ # Angular 21 SPA (admin surface, distinct origin + session per ADR-0020)
│ │ ├── public/ # static assets (incl. /logos)
│ │ ├── src/ # entry, app config, routes, audit + users + profile pages
│ │ └── project.json
│ ├── portal-admin-e2e/ # Playwright e2e for portal-admin
│ ├── portal-bff/ # NestJS 11 BFF (Express adapter, ValidationPipe, Jest)
│ │ ├── src/ # main, app module, controllers, services
│ │ ├── prisma/schema.prisma # Prisma 6.x schema (PostgreSQL) — pin documented in ADR-0006
│ │ ├── .env.example # env-vars catalog (committed); .env stays gitignored
│ │ └── project.json
│ └── portal-bff-e2e/ # Jest e2e for portal-bff
├── libs/
│ ├── feature/<name>/ # vertical feature libs (e.g. feature-auth)
│ └── shared/<scope>/ # cross-cutting libs (state, tokens, ui, util)
├── docs/
│ ├── README.md # doc index (git/IDE side — excluded from the docs site)
│ ├── index.md # VitePress home (Hero layout, see ADR-0022)
│ ├── architecture.md # cross-cutting Mermaid diagrams (C4, module boundaries, CI)
│ ├── development.md # this file
│ ├── decisions/ # ADRs (MADR 4.0.0)
│ ├── setup/ # local-environment onboarding (Zsh, pnpm, Nx workspace)
│ └── .vitepress/ # VitePress config + build cache (gitignored)
├── notes/ # personal scratchpad (gitignored)
├── CLAUDE.md # project rules + architecture summary
├── commitlint.config.cjs # Conventional Commits config
├── eslint.config.mjs # workspace ESLint with module boundaries
├── lighthouserc.js # Lighthouse CI thresholds (ADR-0017)
├── nx.json # Nx workspace config
├── package.json # workspace deps + scripts (incl. pnpm.overrides for transitive remediation)
├── pnpm-workspace.yaml # apps/* + libs/**
├── renovate.json # Renovate config (groupings, dashboard, vuln alerts)
├── tsconfig.base.json # shared TS strict config
└── vitest.workspace.ts # Vitest workspace projects
```
The conventions that govern this layout are recorded in:
- [ADR-0002](decisions/0002-adopt-nx-monorepo-apps-preset.md) — Nx workspace shape
- [ADR-0003](decisions/0003-workspace-and-app-naming-convention.md) — naming convention (`portal-shell`, `portal-bff`, `feature-<name>`, `shared-<scope>`)
- [ADR-0007](decisions/0007-pre-commit-hooks-and-conventional-commits.md) — local hooks
- [ADR-0015](decisions/0015-cicd-gitea-actions.md) — CI/CD shape
---
## 2. Prerequisites
A working dev machine for `apf_portal` needs:
| Tool | Why | How |
| -------------------------------------------------- | --------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------- |
| **WSL 2 + Debian** (Windows) or Linux/macOS native | All commands assume a POSIX shell | see [setup/01](setup/01-wsl-terminal-setup.md) |
| **Node.js 24** (latest LTS) | Runtime, pinned in `.nvmrc` | `nvm install 24 && nvm use` (see [setup/02](setup/02-dev-web-stack.md)) |
| **pnpm 10+** | Mandatory package manager (no npm/yarn lockfile) | `corepack enable && corepack prepare pnpm@latest --activate` |
| **Git ≥ 2.40** | Husky 9 + signed commits eventually | usually default |
| **mkcert** | Local HTTPS for cookie-prefix `__Host-` (ADR-0009) | `apt install mkcert` then `mkcert -install` |
| **Trivy** _(optional, locally)_ | Dep vuln scan when running `ci:scan` locally; CI uses an action | `apt install trivy` or [trivy install docs](https://trivy.dev/) |
| **gitleaks** _(optional, locally)_ | Same pattern; CI uses an action | `apt install gitleaks` or [gitleaks install docs](https://github.com/gitleaks/gitleaks#installing) |
| **Docker** | For the local-dev stack (Postgres + Redis + OTel + viewers) per [`infra/local/`](../infra/local/) | Docker Desktop on Windows, Docker Engine on Linux |
| **`psql`** (postgresql-client) | Inspect the local Postgres from the host (audit roles, schemas, queries). Versions `>= 16` are fine | `apt install postgresql-client` |
| **`redis-cli`** (redis-tools) | Inspect the local Redis from the host (sessions, OBO cache when they land) | `apt install redis-tools` |
Work inside the WSL filesystem (`~/Works/...`), never `/mnt/c/...` — the latter has severe I/O penalties that break Nx caching.
---
## 3. Initial setup from a fresh clone
```bash
git clone gitea@git.unespace.com:julien/apf_portal.git
cd apf_portal
# Install deps (also runs `husky` to wire git hooks)
pnpm install
# Generate the Prisma client (until you set up the DB it errors on
# missing DATABASE_URL — that's expected; the generation only reads
# the schema, not the DB).
cd apps/portal-bff && pnpm exec prisma generate && cd ../..
# Sanity check
pnpm nx run-many -t lint test build
```
For the BFF to actually run end-to-end, you'll also need the local infrastructure stack — Postgres, Redis, OpenTelemetry Collector — provisioned via Docker Compose. A thin wrapper script ([`infra/local/dev.sh`](../infra/local/dev.sh)) hides Compose-profile quirks and gives ergonomic verbs:
```bash
# 1. Configure infra secrets (copy template, edit, do not commit).
cp infra/local/.env.example infra/local/.env
$EDITOR infra/local/.env
# Set strong dev values for POSTGRES_PASSWORD and REDIS_PASSWORD.
# 2. Bring up the core stack (postgres + redis + otel-collector).
./infra/local/dev.sh up
# 3. (Optional) Activate viewers when debugging:
./infra/local/dev.sh up dbtools # adds pgweb (http://localhost:8081)
./infra/local/dev.sh up observability # adds Jaeger UI (http://localhost:16686)
./infra/local/dev.sh up all # core + every profile
# 4. App-side env from .env.example, then fill in DATABASE_URL pointing
# to the compose-managed Postgres (matches the values you set in
# infra/local/.env).
cp apps/portal-bff/.env.example apps/portal-bff/.env
```
`./infra/local/dev.sh help` lists the rest of the verbs (`down`, `status`, `logs`, `stop`, `restart`, `exec`). Full reference — service inventory, port table, persistence, bootstrap re-run procedure — lives in [`infra/README.md`](../infra/README.md) → "Local-dev stack".
### Topology at a glance
How the pieces fit together once the stack is up — three Node dev servers on the host, the infrastructure containers behind Docker Compose, optional viewer profiles for inspection:
```mermaid
flowchart LR
subgraph host["Dev host (WSL2 / Linux / macOS)"]
direction TB
shell["portal-shell<br/><code>:4200</code>"]
admin["portal-admin<br/><code>:4300</code>"]
bff["portal-bff<br/><code>:3000</code>"]
docs["docs site<br/><code>:5173</code><br/>(VitePress)"]
end
subgraph compose["infra/local/ (Docker Compose)"]
direction TB
pg[("Postgres<br/><code>:5432</code>")]
redis[("Redis<br/><code>:6379</code>")]
otel["OTel Collector<br/><code>:4318</code>"]
subgraph obs["observability profile"]
jaeger["Jaeger UI<br/><code>:16686</code>"]
end
subgraph dbt["dbtools profile"]
pgweb["pgweb<br/><code>:8081</code>"]
end
end
shell -. "<code>/api/*</code>" .-> bff
admin -. "<code>/api/admin/*</code>" .-> bff
bff --> pg
bff --> redis
bff -- "OTLP" --> otel
shell -- "OTLP/HTTP<br/>spans" --> otel
admin -- "OTLP/HTTP<br/>spans" --> otel
otel --> jaeger
pgweb --- pg
```
The docs site lives off to the side — it has no runtime dependency on the BFF or the infra stack and only reads files under `docs/`. Same goes for the SPAs from `portal-shell` to `portal-admin`: each runs its own dev server with its own port, talks to the same BFF, but holds a **distinct session cookie** (per [ADR-0020](decisions/0020-portal-admin-app.md) §"Sessions — distinct from `portal-shell`").
---
## 4. Daily commands
### Run the apps
```bash
pnpm nx serve portal-shell # http://localhost:4200 (Angular dev server)
pnpm nx serve portal-admin # http://localhost:4300 (Angular dev server)
pnpm nx serve portal-bff # http://localhost:3000/api (NestJS)
```
All three can run in parallel in separate terminals; the SPAs proxy API calls to the BFF in dev. Each SPA holds its own cookie / session — signing in to one does not authenticate the other (per [ADR-0020](decisions/0020-portal-admin-app.md)).
### Test
```bash
pnpm nx test portal-shell # Vitest (single run; --configuration=watch for watch mode)
pnpm nx test portal-admin # Vitest
pnpm nx test portal-bff # Jest
pnpm nx run-many -t test # all projects
pnpm nx affected -t test # only projects affected since main
```
Run a single test file:
- **Vitest projects** (`portal-shell`, `portal-admin`, `feature-auth`, `shared-*`): use a positional path filter — `pnpm nx test portal-shell --skip-nx-cache src/app/app.spec.ts`. `--testFile` is not accepted by the Nx vitest executor (`'testFile' is not found in schema`).
- **Jest projects** (`portal-bff`): `pnpm nx test portal-bff --testPathPattern=src/auth/auth.service`.
### Lint, type-check, format
```bash
pnpm nx lint portal-shell # one project
pnpm nx run-many -t lint # all projects
pnpm nx affected -t lint # affected only
pnpm nx affected -t lint --fix # auto-fix where possible
pnpm nx affected -t type-check # explicit type-check (independent of test/build)
pnpm nx format:write # apply Prettier
pnpm nx format:check # CI-style verification
```
### Build
```bash
pnpm nx build portal-shell # development build
pnpm nx build portal-shell --configuration=production # production build
pnpm nx run-many -t build
pnpm nx affected -t build
```
### Generate
```bash
# Component (specify the SPA — `portal-shell` or `portal-admin`)
pnpm nx g @nx/angular:component <name> --project=portal-shell --standalone
pnpm nx g @nx/angular:component <name> --project=portal-admin --standalone
# Service / controller / module in portal-bff
pnpm nx g @nx/nest:service <name> --project=portal-bff
pnpm nx g @nx/nest:controller <name> --project=portal-bff
# New shared lib (TS-only, consumable by both apps)
pnpm nx g @nx/js:library --name=shared-<scope> --directory=libs/shared/<scope> \
--bundler=tsc --unitTestRunner=vitest \
--tags="scope:shared,type:shared" --no-interactive
# New Angular feature lib (front-only — usable by either SPA)
pnpm nx g @nx/angular:library --name=feature-<name> --directory=libs/feature/<name> \
--standalone=true --unitTestRunner=vitest-analog \
--tags="scope:portal-shell,type:feature" --no-interactive
```
> Sweep generated files for `process.env.X` (dot notation) → `process.env['X']` (bracket notation), required by the strict-TS option `noPropertyAccessFromIndexSignature: true`. The Nx generators don't emit bracket form.
### Documentation site
`docs/**/*.md` renders as a VitePress site per [ADR-0022](decisions/0022-docs-site-vitepress.md). No Nx project for it — pure pnpm scripts:
```bash
pnpm docs:dev # http://localhost:5173 (HMR — edit a .md, see it live)
pnpm docs:build # static site → docs/.vitepress/dist/
pnpm docs:preview # serve the built site locally to smoke-test
```
Adding a new ADR is a single-file change: drop `docs/decisions/NNNN-kebab-title.md` (MADR 4.0.0 frontmatter, see [`template.md`](decisions/template.md)) and the sidebar auto-lists it. Update [`decisions/README.md`](decisions/README.md) in the same PR so the curated tag-grouped index stays in sync.
### Prisma
```bash
# Regenerate the typed client after schema changes
cd apps/portal-bff && pnpm exec prisma generate && cd ../..
# Create and apply a migration in dev
cd apps/portal-bff && pnpm exec prisma migrate dev --name <migration-name> && cd ../..
# Deploy migrations in prod (run by deploy pipeline, not locally)
cd apps/portal-bff && pnpm exec prisma migrate deploy && cd ../..
# Inspect the dev DB
cd apps/portal-bff && pnpm exec prisma studio && cd ../..
```
### CI scripts (runnable locally)
Mirror what the CI does on every PR:
```bash
pnpm ci:check # nx affected -t format:check lint test build
pnpm ci:audit # pnpm audit --audit-level=moderate
pnpm ci:commits # commitlint on the PR commit range (uses $COMMIT_LINT_FROM, defaults to origin/main)
pnpm ci:perf # production build + Lighthouse CI against the static-served bundle
```
`ci:scan` (Trivy + gitleaks) is currently invoked from CI YAML rather than as a `pnpm` script — those tools are Go binaries without clean npm wrappers. Run them locally if you've installed the binaries.
---
## 5. Observability dev-loop
The BFF and the SPA are both wired with OpenTelemetry tracing and structured Pino logging (per [ADR-0012](decisions/0012-observability-pino-opentelemetry.md)). This section is the practical guide to using them while debugging — finding a trace, reading the logs that go with it, untangling a slow request.
### How a click becomes a trace
```mermaid
sequenceDiagram
actor U as User
participant SPA as portal-shell
participant BFF as portal-bff
participant Pino as BFF stdout (Pino)
participant OC as OTel Collector
participant J as Jaeger UI
U->>SPA: click
Note over SPA: span `user_interaction`<br/>(root, generates trace_id)
SPA->>BFF: fetch /api/foo<br/>traceparent: 00-<trace_id>-<span_id>-01
Note over SPA: span `fetch` (child)
Note over BFF: span `HTTP GET /api/foo`<br/>(continues same trace)
BFF->>Pino: log line<br/>`{ ...payload, trace_id, span_id, request_id }`
BFF-->>SPA: 200 OK
SPA-)OC: OTLP/HTTP batch (every ~5 s)
BFF-)OC: OTLP batch
OC-)J: forward spans
Note over J: trace_id matches the one in Pino<br/>full nested timeline visible
```
The single point of correlation between the two pillars is **`trace_id`**: Jaeger's URL bar carries it (`/trace/<hex>`), and `@opentelemetry/instrumentation-pino` injects the same value on every BFF log line emitted inside that request's scope. Grep one, navigate the other.
### Bring up the observability stack
Traces land in the Jaeger UI bundled in `infra/local/dev.compose.yml` under the `observability` profile. The OpenTelemetry Collector runs in the core profile; without Jaeger active, traces still go to the Collector but nothing visualises them — they appear as warnings in `dev.sh logs otel-collector` and are dropped after the buffer fills.
```bash
./infra/local/dev.sh up observability # core stack + Jaeger
pnpm nx serve portal-bff # http://localhost:3000
pnpm nx serve portal-shell # http://localhost:4200
```
| Endpoint | Purpose |
| ---------------------- | --------------------------------------------------------------------------------------- |
| http://localhost:16686 | Jaeger UI — search and explore traces |
| http://localhost:4318 | OTLP/HTTP receiver on the Collector — both the BFF and the SPA push spans here directly |
| (BFF stdout) | Pino logs — JSON in prod, `pino-pretty` colourised one-liners in dev |
| (Browser DevTools) | SPA spans — visible in Network as POSTs to `/v1/traces` |
### Reading a trace in Jaeger
1. Open http://localhost:16686.
2. Pick the **Service** dropdown — `portal-bff` for backend traces, `portal-shell` for SPA traces. After a fetch SPA → BFF, the trace shows up under whichever service initiated the root span (`portal-shell` if the user clicked, `portal-bff` if it was a direct curl).
3. **Find Traces** lists recent traces; click one to drill in. Each row in the timeline view is a span. Spans are nested by parent-child: `document_load``fetch``HTTP GET /api/...``prisma.findMany``pg.SELECT`.
4. Click a span to see its attributes, events, and resource. Useful keys to look at:
- `http.method`, `http.status_code`, `http.url` — request shape
- `db.statement`, `db.system` — actual SQL run by Prisma
- `service.name` / `service.version` — which app emitted the span
- `trace_id` (top of the trace) — what to grep in the logs
### Correlating a trace with the BFF logs
Every Pino log line emitted by the BFF during a traced request carries a `trace_id` and `span_id` field, injected automatically by `@opentelemetry/instrumentation-pino`. Concretely:
```bash
# 1. Pick a trace_id in the Jaeger URL bar (the long hex string after /trace/).
# 2. Grep the BFF stdout — capture from the serve-portal-bff terminal,
# or pipe the dev server output to a file.
pnpm nx serve portal-bff 2>&1 | tee /tmp/portal-bff.log
grep '"trace_id":"<the hex>"' /tmp/portal-bff.log
```
In production the same field exists on every JSON log line; the log aggregator's UI can filter by it. Same trace, same `trace_id`, all the lines.
The `request_id` field (per-request UUID stored in `nestjs-cls`) is also on every line — useful for filtering when you don't have a trace handy yet.
### Reading SPA spans from the browser
The SPA pushes its spans straight to the Collector via OTLP/HTTP. Two ways to inspect what gets sent:
- **DevTools → Network tab**: filter on `localhost:4318/v1/traces`. Each entry is a batch of spans encoded as JSON. Useful for diagnosing "why doesn't my span show up" — if the POST never happens, the span never left.
- **Jaeger UI → service `portal-shell`**: same data, after the Collector forwards it. End-to-end view.
The auto-instrumentations in v1 cover:
- `document_load` — one span per page load, with sub-spans for DNS, TCP, request/response, DOM
- `fetch` — one span per outgoing fetch, with W3C `traceparent` propagated to the BFF (so the BFF picks up the same trace id and emits child spans)
- `user_interaction` — clicks, keypresses, submits
### Common gotchas
- **No spans appear in Jaeger but the Collector logs receive them**. The `observability` profile probably wasn't active when you brought the stack up. `./infra/local/dev.sh status` should list `apf-portal-jaeger`. If not, `./infra/local/dev.sh up observability`.
- **CORS errors in DevTools when the SPA POSTs to `/v1/traces`**. The Collector's `cors.allowed_origins` in `infra/local/otel-collector.yaml` must include the SPA dev origin (`http://localhost:4200`). It does by default; if you're serving on a non-default port, add it there and re-up the Collector.
- **`document_load` span appears but `fetch` spans do not propagate to the BFF as children**. Two failure modes:
- The BFF's CORS allowlist for `traceparent` / `tracestate` is missing — see `apps/portal-bff/src/main.ts` `enableCors`.
- The fetch URL doesn't match `propagateTraceHeaderCorsUrls` in `apps/portal-shell/src/observability/tracing.ts`. The default regex matches `localhost:3000`; non-default BFF ports need to be added.
- **Logs come out raw JSON in dev instead of `pino-pretty`**. `NODE_ENV` is set to `production` somewhere upstream (Nx's serve target normally exports `development`). Check `process.env.NODE_ENV` from inside the BFF.
- **`nx serve portal-bff` errors with `EADDRINUSE :::3000`**. A previous BFF process didn't shut down cleanly. `pkill -f portal-bff` or `ss -ltnp | grep :3000` + `kill <PID>`.
### What's not in v1
A few things ADR-0012 sketches that aren't wired yet, in case you go looking:
- CLS keys `session_id`, `user_id_hash`, `audience` — placeholders only; populated by guards/interceptors when ADR-0009 (auth) and ADR-0010 (sessions) land.
- Pino `redact` list for PII — wired with the first DTO carrying redactable data.
- Custom domain spans (`tracer.startActiveSpan('user.create', …)`) — added per service method as the corresponding feature ships. On the SPA side, custom spans across `await` need explicit `context.with(...)` since the workspace is zoneless.
- Production OTLP backend (Tempo / Loki / similar) — phase 3b on-prem ADR. The current setup is dev-only; the Collector's `debug` exporter dumps everything to stdout, useful for local but not what gets pointed at a real backend.
---
## 6. Dependency updates (Renovate)
[Renovate](https://docs.renovatebot.com/) runs as a scheduled workflow ([`.gitea/workflows/renovate.yml`](../.gitea/workflows/renovate.yml)) and opens PRs against `main` for dependency updates. Daily at 03:00 UTC, plus on-demand via `workflow_dispatch`.
Behaviour is controlled by [`renovate.json`](../renovate.json) at the repo root: groupings (Angular, Nx, NestJS, Prisma, Vitest, TypeScript tooling, ESLint, SWC, Tailwind), Conventional-Commits-compatible commit messages (`chore(deps): …` / `fix(deps): …` for vulnerability fixes), weekly lockfile maintenance, OSV.dev as the vulnerability data source.
### One-time bot onboarding
Renovate authenticates as a dedicated bot user. Setup is manual on Gitea — done once per Gitea instance, then the workflow runs unattended.
1. **Create a bot user.** Site Administration → Users → Create User. Suggested name: `apf-portal-bot`. Strong password, mark as **non-admin** (least privilege).
2. **Set the bot's Full Name** in its Gitea profile (User Settings → Profile → Full Name, e.g. `APF Portal Bot`). Without it, Renovate's git commits fail with `empty ident name not allowed`. The `gitAuthor` in `renovate.json` is the explicit override, but keeping the profile value consistent avoids confusion when reading commit history in Gitea's UI.
3. **Add the bot as a collaborator** on this repo with **Write** access (Settings → Collaborators). Without write, Renovate can't push branches.
4. **Generate a PAT for the bot** (`RENOVATE_TOKEN`). Sign in as the bot, then User Settings → Applications → Generate New Token. Scopes needed: read/write `repository`, read/write `issue`, read `user`. Avoid `admin`.
5. **Store the PAT as a repo secret.** Settings → Actions → Secrets → New Secret. Name: `RENOVATE_TOKEN`. Value: the token from step 4.
6. **Generate a zero-scope GitHub.com PAT** (`GITHUBCOM_TOKEN`). On github.com (any account, e.g. yours): Settings → Developer settings → Personal access tokens → Tokens (classic) → Generate new token (classic). **Do not tick any scope** — anonymous-equivalent rights are enough; the token only buys Renovate the higher authenticated rate limit (5 000 req/h vs 60 req/h) for resolving GitHub-hosted Action versions and `containerbase/node-prebuild` binaries used during lockfile maintenance.
7. **Store it as a repo secret named `GITHUBCOM_TOKEN`** (Gitea reserves the `GITHUB_*` secret namespace for the built-in <code v-pre>${{ github.\* }}</code> context, so an underscore between `GITHUB` and `COM` is rejected).
8. **Sign out and forget both tokens locally.** They are now only retrievable via the secret store.
To **rotate** either token: regenerate at the matching step, update the secret. The schedule keeps running unattended.
### Triggering manually
Repo → Actions → "Renovate" workflow → Run workflow. Useful when you've just changed `renovate.json` and want the next pass to happen immediately rather than wait for the next 03:00 UTC tick.
### Reviewing Renovate PRs
- Renovate PRs run a leaner CI pipeline than human PRs — `check`, `scan`, `a11y` only. The `perf` and `commits` gates are skipped (per [ADR-0017](decisions/0017-performance-budgets-lighthouse-ci.md) — Lighthouse signal on a dep bump is essentially zero, commitlint on bot-generated messages is tautological). The full `perf` gate still runs on `push` to `main` post-merge, so regressions are caught seconds after merge rather than before.
- **Patch / pin / digest / lockfile-maintenance updates auto-merge** as soon as their CI is green. The bot opens the PR, CI runs, Renovate squashes it into `main` without waiting for a human. They appear briefly in the dashboard's "Open" section while CI runs, then disappear into the merged log. Failures stay open for triage. **Minor and major** updates remain manual.
- Don't merge minor PRs until the remaining gates are green.
- **Major bumps are gated behind the dependency dashboard.** Renovate does not auto-create PRs for major updates; instead, they appear in the "Renovate Dependency Dashboard" issue with a checkbox. Tick the box only after reading the upstream changelog and confirming the rest of our toolchain (Nx plugins, Angular CLI, NestJS, etc.) supports the new major. This guard exists because `nx affected` sees a deps-only change as not affecting any project — so a major that breaks the build can pass CI silently and only surface days later. Past offenders we caught the hard way: TypeScript 5→6 (deprecated `baseUrl`), ESLint 9→10 (Nx eslint plugin not yet compatible), webpack-cli 5→7 (removed `--node-env` flag).
- The "Renovate Dependency Dashboard" issue (auto-created on first run) lists every pending update grouped by status. Use it to triage which PRs to expedite.
- For a major bump that introduces breaking changes, **don't reflexively merge**: read the changelog, then either accept the work or close the PR with a "rejected" label. Renovate respects that label and won't keep re-opening the same major.
- **Adding or removing** a dependency belongs in a feature PR, not in Renovate's scope. Renovate only updates _versions_ of existing deps.
### Transitive vulnerabilities — `pnpm.overrides`
Renovate's vulnerability remediation handles **direct** `package.json` deps. For **transitive** vulnerabilities (a vulnerable package pulled in by a healthy direct dep), Renovate stays silent in the dashboard — the v40 image doesn't write `pnpm.overrides` automatically. The manual pattern lives in [`package.json`](../package.json) → `pnpm.overrides`, version-selector form:
```jsonc
"esbuild@<0.25.0": ">=0.25.0",
"vite@<6.4.2": ">=6.4.2",
```
Two properties of this form worth knowing:
1. **The override is gated on the vulnerable range** — it only kicks in when the resolved version is < the threshold, becoming a no-op the day the underlying dep's own bump ships a patched version.
2. **pnpm overrides bypass peer constraints** — if the parent dep declares `vite ^5.0.0` but no patched 5.x exists, pnpm will pick a patched 6.x/7.x. Verify the chantier still builds before merging the override.
The first instance of this pattern is preserved in [#159](https://git.unespace.com/julien/apf_portal/pulls/159) (vite + esbuild via VitePress 1.6.4). Next time `pnpm audit` fails with a transitive vuln and Renovate is silent, this is the playbook.
---
## 7. Conventional commit cycle
1. Branch from `main` with a short slug:
```bash
git switch -c feat/portal-shell/auth-login # or fix/..., chore/..., docs/...
```
2. Commit using **Conventional Commits**. The local `commit-msg` hook (commitlint) rejects anything else.
```
feat(portal-shell): add login flow stub
fix(portal-bff): correct env var bracket access
chore: bump @nx/* to 22.7.2
docs(decisions): add ADR-0018 for security baseline
```
`pre-commit` runs `lint-staged` → Prettier on staged files. Lint and tests stay in CI.
3. Push and open a PR against `main`. The CI runs:
- `check` (lint, type-check, test, build on affected)
- `scan` (audit, Trivy, gitleaks)
- `commits` (commitlint on the PR commit range)
- `perf` (Lighthouse on the production bundle)
- `a11y` (axe-core; placeholder until first real screens)
All five must be green to merge. PR title must itself be a Conventional Commits message — it becomes the squash-merge subject ([ADR-0015](decisions/0015-cicd-gitea-actions.md)).
4. Squash-merge into `main`. Branch is auto-deleted. Linear history maintained.
5. To cut a release: tag `vX.Y.Z` on `main`. The `release.yml` workflow will pick it up (currently a stub; populated alongside the on-prem deploy ADR).
### PR conventions
The squash-merge subject on `main` is the **PR title**, not the individual commits on the feature branch (those collapse into the squash). Two practical consequences:
1. **The PR title must itself be a valid Conventional Commits message.** Same format as a commit message — `<type>(<scope>): <description>`, imperative mood, lowercase, no trailing period, target ≤ 70 chars. The CI `commits` job (commitlint on the PR commit range) catches violations.
2. **Individual commits on the feature branch can be exploratory.** The local `commit-msg` hook still validates each commit's format, but the squash makes granular history irrelevant on `main`. Granular history stays available in the PR for review.
#### Type vocabulary
| Type | When |
| ---------- | ----------------------------------------------- |
| `feat` | new user-facing feature or capability |
| `fix` | bug fix |
| `docs` | documentation only (no code) |
| `style` | formatting / whitespace (no logic change) |
| `refactor` | code change that is neither a fix nor a feature |
| `perf` | performance improvement |
| `test` | tests added or updated |
| `build` | build system, dependencies |
| `ci` | CI configuration |
| `chore` | maintenance, scaffolding, project metadata |
| `revert` | revert a previous commit |
#### Scope vocabulary (optional)
| Scope | Examples |
| ------------- | ----------------------------------------------------------- |
| App | `portal-shell`, `portal-bff` |
| Lib | `shared-tokens`, `shared-ui`, `shared-util`, `feature-auth` |
| Cross-cutting | `decisions` (ADR work), `docs`, `ci`, `deps` |
Scope is optional. Omit when the change spans too many areas to scope cleanly (e.g., a workspace-level rename).
#### PR body template
When a PR is opened against `main`, Gitea pre-populates the body from `.gitea/pull_request_template.md`:
- **Summary** — 13 bullets describing what changed.
- **Motivation** — why, with ADR / issue / incident links.
- **Implementation notes** — trade-offs, alternatives considered, follow-ups deferred.
- **Verification** — CI gates checked, manual test description, ADR / diagram update flags.
- **Related** — ADR-XXXX, related PRs, follow-up issues.
The template guides without enforcing — sections can be left blank when irrelevant. The point is to make "what does the reviewer need to know" explicit, not to add ceremony.
---
## 8. Where to look
| Question | Doc |
| ------------------------------------------- | ---------------------------------------------------------------------------- |
| Project rules and the why behind them | [CLAUDE.md](../CLAUDE.md) |
| All ADRs (decisions index) | [docs/decisions/README.md](decisions/README.md) |
| Initial environment setup (Zsh, Node, pnpm) | [docs/setup/](setup/) |
| RSSI briefing for ASVS / HDS / etc. | `notes/asvs-level-decision-briefing-rssi.md` (gitignored, personal) |
| The dev-team rationale for the UI stack | `notes/argumentaire-stack-ui-spartan-cdk-tailwind.md` (gitignored, personal) |
---
## 9. Sections to come — roadmap by phase
As features for later phases land, the corresponding sections below are filled in directly. Entries are split between **code shipped — doc to write** (the work is on `main`, only the prose is missing) and **not yet** (neither code nor doc).
When a section grows beyond a short subsection, it is extracted to its own file under `docs/development/`. Per the documentation convention (see [README.md](README.md)), we group into a folder once we have at least three related files; this doc is then re-organised into an index pointing at the extracted files. Until then, all sections live here.
### Code shipped — doc to write
| Future section | Code shipped in | What the section will cover |
| ------------------------------------- | ------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Auth dev-loop** | [ADR-0009](decisions/0009-auth-flow-oidc-pkce-msal-node.md) implementation series (PRs #100s) | Microsoft 365 Developer tenant configuration, MSAL Node connection, OIDC code-flow walkthrough, switching between dev and prod-like tenants. |
| **Session inspection** | [ADR-0010](decisions/0010-session-management-redis.md) implementation | Reading the Redis session store in dev (`redis-cli`), decrypting the AES-GCM `tokens` blob with the dev `SESSION_ENCRYPTION_KEY`, force-logout patterns. |
| **MFA step-up debugging** | `@RequireMfa()` decorator + freshness guard (#128) | Triggering claims-challenge flows when the first consumer route lands, verifying `amrAt` freshness, testing the SPA interceptor on 401 + claims challenge. _(Decorator exists; no consumer route yet — section lands together with that.)_ |
| **Admin surface workflows** | [ADR-0020](decisions/0020-portal-admin-app.md) skeleton (#127) + audit viewer (#136) + user directory (#140#142) | Walking through `/audit` and `/users` viewers, role assignment in Entra (`Portal.Admin`), cross-app navigation. |
| **Audit-log inspection workflow** | [ADR-0013](decisions/0013-audit-trail-separated-postgres-append-only.md) + admin viewer | Querying `audit.events` as `audit_reader`, joining with Pino logs by `trace_id` / `actor_id_hash`, validating the append-only role grants in dev. |
| **Downstream API integration recipe** | [ADR-0014](decisions/0014-downstream-api-access-obo-pattern.md) strategies (OBO #137, signed-assertion + JWKS #138/#139) | Adding a new `DownstreamApiConfig`, choosing the auth strategy, wiring resilience policies, testing with a mocked downstream. _(Strategy layer ready; no v1 consumer yet — section grows with the first.)_ |
| **OpenAPI / Scalar dev workflow** | [#143](https://git.unespace.com/julien/apf_portal/pulls/143) | Browsing `/api/docs`, annotating new controllers with `@ApiTags` / `@ApiOperation`, exporting the spec for Bruno / Postman, the CSRF caveat when hitting mutating routes from Scalar. |
| **Capabilities-driven SPA UX** | `/api/me/capabilities` + cross-app menu links (#151) | When to add a new key to `CapabilitiesView`, how the SPA's `CapabilitiesService` consumes it, the "binary boolean, never the raw role" rule. |
### Not yet
| Future section | Triggered by |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| **Component patterns library** — in-house spartan-style components (Angular CDK + Tailwind), a11y notes per component (keyboard model, ARIA, screen-reader expectations). | First non-placeholder component in `libs/shared/ui/` beyond `Icon` and `UserMenu`. |
| **a11y testing workflow** — running axe-core via Playwright locally, screen-reader testing notes (NVDA / VoiceOver / TalkBack), the APF user-panel cadence and how to triage findings. | First Playwright e2e suite touching real screens ([ADR-0016](decisions/0016-accessibility-baseline-wcag-aa-targeted-aaa.md)). |
| **Performance debugging** — running Lighthouse CI locally with full config, reading the HTML reports, using `source-map-explorer` to investigate bundle bloat, interpreting BFF p95/p99 from OTel. | First real route added to the critical-routes list ([ADR-0017](decisions/0017-performance-budgets-lighthouse-ci.md)). |
| **Debugging tips** — Angular DevTools, NestJS inspector, Prisma query log, OTel trace navigation, common gotchas. | Accumulates organically as the team encounters them. |
| **Release workflow** — tag-driven release, what `release.yml` does, version bumping, changelog generation from Conventional Commits. | On-prem infrastructure ADR + populated `release.yml`. |
| **GitLab migration runbook** — when the org migrates Gitea → GitLab, how the workflows are ported, which level-2 sections of [ADR-0015](decisions/0015-cicd-gitea-actions.md) get superseded. | GitLab migration ADR (618 months horizon). |