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docs(adr-0023): charts and dashboards — d3 + observable plot (#170)
## Summary

Records the decision to use **D3 + Observable Plot**, wrapped in a new `libs/shared/charts/`, as the chart toolkit shared by `portal-shell` and `portal-admin`. ADR-only — implementation lands as the next chantier(s).

This is staged as a 3-PR chantier per the agreed plan:

| PR | Périmètre |
| --- | --- |
| **PR 1 (this one)** | ADR-0023 — decision + a11y contract + bundle plan. |
| PR 2 | `libs/shared/charts/` foundations + 3 starter components (`<lib-bar-chart>`, `<lib-donut-chart>`, `<lib-stacked-bar-chart>`). |
| PR 3 | Integration on the `/audit` page — daily-volume bar + outcome-breakdown donut + event-type-over-time stacked bar. |

## What lands

### [`docs/decisions/0023-charts-d3-observable-plot.md`](docs/decisions/0023-charts-d3-observable-plot.md)

Full MADR 4.0.0 record. Highlights:

- **Choice**: D3 + Observable Plot, both from Mike Bostock / Observable Inc., both MIT, both past 1.0. Plot covers ~80 % of standard charts in declarative one-liners; D3 stays the escape hatch for bespoke viz (heatmap, sankey, …) inside the same lib.
- **Why not D3 alone**: ~250 LOC per chart × 4-5 types × a11y discipline = sustained code investment before the first dashboard ships.
- **Why not ECharts / Chart.js**: 600 KB minified + canvas-rendered + an `aria` plugin afterthought (ECharts), or narrower vocabulary + brittle dark-mode (Chart.js). Both furthest from the Angular-Signals-zoneless idiom the rest of the workspace runs on.
- **A11y contract** is baked into `_internal/` (palette, tabular fallback, SVG `<title>` / `<desc>` builders) so every chart inherits WCAG 2.2 AA + AAA-targeted compliance from the lib, not from contributor discipline. Six commitments, each unit-tested per chart component.
- **Bundle plan**: ~65 KB gzip added to a chart-bearing lazy chunk (d3 modules tree-shaken + Plot + thin wrapper) — well under [ADR-0017](docs/decisions/0017-performance-budgets-lighthouse-ci.md)'s 100 KB cap.
- **Component contract**: every `<lib-*-chart>` exposes the same Signal-based input shape (`[data]`, `[caption]`, `[description]`, `[ariaLabel]`, `[colorScheme]`) regardless of whether Plot or raw D3 powers the rendering.

### [`docs/decisions/README.md`](docs/decisions/README.md)

ADR-0023 added to the index table.

### [`CLAUDE.md`](CLAUDE.md)

- "Architecture (recorded in ADRs)" gains a "Charts + dashboards" bullet describing the lib + a11y baseline + bundle posture.
- "Repository status" bumps the ADR range to `0001 → 0023`.
- "Still on the roadmap" gains the charts implementation entry pointing at this ADR.

## Notes for the reviewer

- **Why honour the user's D3 preference rather than recommend pure ECharts?** D3 (and by extension Plot) is the closest match to the project's tech bar ("stable, recognized, battle-tested") for data-viz on the web; it's also the user's stated preference, and Plot's higher-level layer eliminates the "250 LOC per chart" cost that would otherwise push us toward an alternative. The ADR explicitly walks through ECharts + Chart.js as runners-up so future challengers see the trade-offs we chose against.
- **Why a single shared lib rather than per-app charts?** Both SPAs (portal-shell + portal-admin) will host dashboards. The chart vocabulary, a11y contract, palette, and theme integration are identical between the two — duplicating into app-local code would invite drift. The lib stays at `libs/shared/charts/` next to `libs/shared/ui/`.
- **Why the `_internal/` folder for cross-cutting code?** Single source of truth for the colour palette and the a11y plumbing. A lint rule (added in PR 2) will ban consumers from importing `d3-scale-chromatic` directly so the colour-blind-safe palette stays the only path.
- **Why no ADR amendment to ADR-0016 / ADR-0017?** Both are binding constraints, not superseded. The new ADR operationalises both for the chart surface; cross-references in the "Related ADRs" section make that explicit.

## Test plan

- [x] ADR validates as MADR 4.0.0 (frontmatter, section order, tag vocabulary).
- [x] No code touched — lint / test / build matrix unaffected.
- [x] `docs/decisions/README.md` index updated in the same change per the [ADR conventions](docs/decisions/README.md#conventions).
- [ ] Review for trade-off accuracy: are the bundle estimates fair? Is the "Plot covers ~80 % of standard charts" framing defensible against the user's mental model of D3?
- [ ] Implementation chantier (PR 2) lands directly behind this if accepted: `pnpm add -w d3 @observablehq/plot @types/d3`, `libs/shared/charts/` scaffold via `pnpm nx g @nx/angular:library --name=shared-charts --directory=libs/shared/charts --standalone=true --unitTestRunner=vitest-analog --tags="scope:shared,type:shared" --no-interactive`, then the 3 starter components.

## What's next

If accepted as-is, PR 2 (lib foundations + 3 starter components) follows. If a reviewer wants to push back on D3-vs-ECharts or on the a11y contract's strictness, this is the right PR to surface that — no implementation has started.

---------

Co-authored-by: Julien Gautier <julien.gautier@apf.asso.fr>
Reviewed-on: #170
2026-05-16 21:28:03 +02:00

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CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

Project rules (durable)

These constraints were set by the project lead at kickoff. They apply to every change.

  • Scale & quality bar. Treat this as a large-scale portal for a sizable organization, not a prototype. No bricolage, no exotic stacks. Default to stable, recognized, battle-tested choices. Cutting-edge / "à la pointe" alternatives must always be evaluated alongside the stable option, but are only adopted when the trade-off is captured in an ADR (drivers, risk, exit strategy). Pre-1.0 dependencies and one-maintainer projects are rejected unless an ADR justifies the exception.
  • Security, performance, accessibility. All three are first-class concerns from day one — never bolted on. Architecture, dependency, and feature decisions must explicitly consider their impact on these axes and document the trade-offs.
  • Project name. Currently apf_portal, provisional. Do not hardcode it outside repo/workspace-level metadata so a rename stays a one-line change.
  • Language. All code, identifiers, comments, documentation, commit messages, and PR descriptions are written in English. (Conversation with the project lead happens in French — but artifacts shipped in the repo are English-only.)
  • Commits / PRs. Never add a Co-Authored-By: Claude trailer or a 🤖 Generated with Claude Code footer to commits or PR bodies.
  • Be a peer, not a typist. Challenge requests when a better approach exists; surface trade-offs frankly. Don't silently execute a suboptimal directive — propose, then execute the agreed plan.

Documentation

  • All documentation lives in .md files under docs/, indexed by docs/README.md. The index is maintained automatically whenever a doc is added, renamed, or removed — no need to be asked.
  • Documentation is written proactively whenever it is genuinely useful (architecture, runbooks, onboarding, security/perf/a11y rationales). It is not created for trivial things just to tick a box.
  • The folder notes/ is the project lead's personal scratchpad — git-ignored and not part of project artifacts. Never write project documentation there.

Architectural Decision Records (ADRs)

  • Format: MADR 4.0.0 (https://adr.github.io/, https://github.com/adr/madr). Template at docs/decisions/template.md.
  • Location: flat folder docs/decisions/, indexed by docs/decisions/README.md.
  • Filename convention: NNNN-kebab-title.md with globally sequential 4-digit numbers. Numbers are never reset and never reused — even when an ADR is superseded or deprecated.
  • Categorization: via the tags: array in the MADR frontmatter (e.g. [frontend, security]). The canonical tag vocabulary lives in docs/decisions/README.md; never invent ad-hoc tags inline.
  • Proactivity. Any non-trivial development decision (tool/library choice, framework pattern, security control, perf budget, a11y target, naming convention, deprecation, breaking change) warrants proposing an ADR before implementation. Don't wait to be asked. Update the index in the same change.

Architecture (recorded in ADRs)

The structural, security, observability, and quality choices are recorded as ADRs and summarized below. Any change to these requires updating the corresponding ADR.

  • Workspace: Nx monorepo with the apps preset, managed by pnpm — see ADR-0002.
  • Naming: workspace apf-portal; apps portal-shell (end-user SPA), portal-admin (admin SPA, skeleton in place — see ADR-0020), and portal-bff (backend); libs feature-<name> and shared-<scope> — see ADR-0003.
  • Frontend (portal-shell): Angular at the latest LTS major — standalone APIs, zoneless change detection, Signals, CSR only (no SSR), Vitest, SCSS — see ADR-0004.
  • Backend (portal-bff): NestJS at the latest stable major, mounted on the Express adapter (Fastify adapter swappable later) — see ADR-0005.
  • Persistence: PostgreSQL (latest stable major) via Prisma — see ADR-0006.
  • Sessions: opaque session id in __Host-portal_session, payload in self-hosted Redis (Sentinel HA in prod, single node in dev), tokens encrypted at rest with AES-256-GCM, idle 30 min sliding + absolute 12 h — see ADR-0010.
  • MFA: enforced by Entra ID Conditional Access (org-side policy, P1 licensing required); BFF sanity-checks the amr claim at session creation; @RequireMfa() decorator and freshness-based step-up are designed-in for future sensitive routes (no v1 consumer) — see ADR-0011.
  • Identity: multi-tenant Microsoft Entra ID with B2B invitation for workforce in v1, dual-audience design ready for future External ID activation — see ADR-0008.
  • Authentication flow: OIDC Authorization Code + PKCE via @azure/msal-node, executed entirely on the BFF; SPA never holds tokens; __Host- prefixed cookies, double-submit CSRF, RP-initiated logout — see ADR-0009.
  • Observability: Pino + nestjs-pino for structured JSON logs, OpenTelemetry SDK + auto-instrumentations for traces, W3C Trace Context propagation across SPA → BFF → DB → Redis, nestjs-cls for request-scoped context (trace_id, session_id, user_id_hash, audience), 100 % sampling at the app with tail sampling deferred to the OTel Collector, stdout + OTLP shipping — see ADR-0012.
  • Audit trail: dedicated audit.events schema in the same Postgres instance, append-only by Postgres role grants (audit_writer INSERT, audit_reader SELECT, audit_archiver DELETE older than retention; no UPDATE/TRUNCATE to anyone); 365-day retention default; cross-referenced with app logs via trace_id and actor_id_hash (same salt); blocking writes (no audit ⇒ no action) — see ADR-0013.
  • Downstream API access: unified DownstreamApiClient (@nestjs/axios + cockatiel), per-service DownstreamApiConfig; default auth strategy is OBO via MSAL Node for Entra-protected APIs (downstream-scoped tokens cached in Redis with AES-256-GCM under a dedicated key); fallback strategy is service credential + signed X-User-Assertion JWT (BFF JWKS at /.well-known/jwks.json); per-call audience pre-check; no axios/fetch outside src/downstream/ — see ADR-0014.
  • CI/CD: Gitea Actions (level-2 implementation; will be superseded by a GitLab migration ADR within 6-18 months). Trunk-based with squash-merge, branch protection on main, all CI gates blocking. Thin YAML — orchestration logic lives in package.json scripts (ci:check, ci:scan, ci:commits) and Nx targets, runnable locally. Gates: format / lint / type-check / test / build / audit / secret-scan / commit-lint, plus a11y (per ADR-0016) and future perf. Self-hosted act_runner on-prem. Conventional Commits validated locally (hook) and in CI (defense in depth). Required reviewer count = 0 in v1, raised to ≥1 once a second contributor joins. Signed commits recommended, revisited at GitLab migration — see ADR-0015.
  • Accessibility: WCAG 2.2 AA baseline + targeted AAA on criteria with high impact for APF's user base (1.4.6 Contrast Enhanced, 2.2.3 No Timing, 2.3.3 Animation, 3.1.5 Reading Level, 1.4.8 Visual Presentation, 2.4.9 Link Purpose, 3.3.5 Help). RGAA 4.1 alignment for French audit. UI stack: Angular CDK + TailwindCSS (spartan-ng library deferred until it reaches 1.0.0; v1 components are written in-house in libs/shared/ui/ on Angular CDK, applying the spartan-ng philosophy of headless primitives + utility CSS + copy-paste). User-preferences panel (contrast / text size / motion / spacing / cognitive simplification / reading focus) persisted in session. Tooling: @angular-eslint/template/* lint, @axe-core/playwright e2e (blocking on critical/serious), token-contrast CI check, touch-target check (44×44 min). Manual testing cadence with APF's internal user panel before each major release. Public accessibility statement page at /accessibility and /accessibilite — see ADR-0016.
  • Performance budgets: Core Web Vitals at Google "Good" thresholds (LCP ≤ 2.5 s, INP ≤ 200 ms, CLS ≤ 0.1, TBT ≤ 200 ms, TTFB ≤ 800 ms), Lighthouse Performance ≥ 90 on critical routes. Lighthouse CI (@lhci/cli) runs in CI with median-of-3 mitigation, blocking on threshold breach. Angular bundle budgets (type: "error"): initial ≤ 300 KB gzip, lazy chunks ≤ 100 KB gzip. BFF p95/p99 SLOs per endpoint family observed via OTel (advisory in CI, alerting in prod). Weekly scheduled Lighthouse run on prod env. a11y wins over perf when they conflict — see ADR-0017.
  • Environment configuration: SPA per-environment values via Angular environment.ts + fileReplacements at build time (no runtime config-fetch). BFF reads process.env directly with small per-key boot-time validators (no @nestjs/config overhead at this scale). The audit log uses a separate AUDIT_DATABASE_URL connection pool in production (audit_writer-only login, defense in depth) and falls back to the shared pool + SET LOCAL ROLE in dev — see ADR-0018.
  • Internationalisation: @angular/localize in build-time mode, two locales (fr default served at /, en), source locale = English (project English-only rule). Path-based URLs always prefixed (/fr/..., /en/...); / smart-redirects via cookie → Accept-Languagefr. UI strings live in XLIFF (messages.fr.xlf); editorial / CMS content is BFF-served already localised (see admin app). Footer hosts the locale switcher; switching writes a __Host-portal_locale cookie and hard-refreshes — see ADR-0019.
  • Admin application (portal-admin): dedicated Angular SPA alongside portal-shell, sharing the same portal-bff via /api/admin/* routes guarded by an Entra Portal.Admin role + @RequireMfa({ freshness: 600 }) at entry. Distinct origin / cookie / session from portal-shell (__Host-portal_admin_session). v1 modules: CMS for static pages (multilingual), menu management, user list (read-only), audit log viewer. Bundle budget relaxed to ≤ 500 KB gzip (vs 300 KB for portal-shell); same a11y + dark-mode baseline. Shared UI primitives (Icon, LayoutStateService, brand tokens) graduate to libs/shared/* as both apps need them — see ADR-0020.
  • Local quality gates: Husky + lint-staged + commitlint with Conventional Commits — see ADR-0007.
  • Documentation site: docs/**/*.md rendered as a separate static site via VitePress (Vite-based, Node-only toolchain, Markdown-first). Mermaid diagrams via vitepress-plugin-mermaid. Deployed on its own hostname behind the shared reverse-proxy; CI hook on docs/ changes rebuilds + publishes. Decoupled from the apps — content lives in docs/, no in-app Markdown viewer — see ADR-0022.
  • Charts + dashboards: D3 + Observable Plot wrapped in libs/shared/charts/, one Angular component per chart type (bar, donut, line, stacked-bar, …). A11y baked in by the lib (SVG <title>/<desc>, <details> tabular fallback, colour-blind-safe palettes, AA-contrast text, prefers-reduced-motion gate). Bundle stays under ADR-0017's lazy-chunk cap via per-d3-* module tree-shaking. Future bespoke visualisations land in raw D3 inside the same lib — see ADR-0023.
  • Runtime: Node.js latest LTS major.

Repository status

The Nx workspace is scaffolded and operational. The three apps (portal-shell, portal-admin, portal-bff) and the four lib roots (libs/feature/, libs/shared/state, libs/shared/tokens, libs/shared/ui, libs/shared/util) are in place; CI runs format:check / lint / test / build on every PR.

ADRs 0001 → 0023 are accepted and cover the structural, security, observability, quality, i18n, admin-app, docs-site, and charts choices. Shipped on main:

  • Phase-1 foundation — Nx workspace, Angular portal-shell, NestJS portal-bff, Prisma + Postgres, Pino + OpenTelemetry, Husky/lint-staged/commitlint, Gitea Actions CI.
  • Phase-2 auth + audit + security — OIDC Auth Code + PKCE via MSAL Node, Redis sessions with AES-256-GCM at rest, idle 30 min sliding + absolute 12 h hard ceiling, RP-initiated logout, double-submit CSRF, audit.events append-only schema with role-based grants, helmet + env-driven CORS allowlist + rate limiting + structured error envelope (see ADR-0021).
  • Phase-3a admin app skeletonportal-admin SPA exists with brand tokens and routing; business modules (CMS, menu management, user list, audit log viewer) not yet implemented.

Still on the roadmap:

  • DownstreamApiClient + OBO (ADR-0014) — no v1 consumer yet; will land when the first business route needs an Entra-protected API.
  • @RequireMfa() / @RequireAdmin() guards (ADR-0011, ADR-0020) — designed-in, awaiting first consumer route.
  • Docs static-site implementation (ADR-0022) — ADR accepted, chantier (VitePress install + .vitepress/config.ts + docs-site.yml workflow) lands next.
  • Charts lib + audit-page dashboards (ADR-0023) — ADR accepted; chantier next: libs/shared/charts/ foundations + 3 starter components (bar, donut, stacked-bar), then /audit-page integration with daily-volume + outcome-breakdown + event-type-over-time charts.
  • Strategic security baseline ADR — separate from the implementation-level ADR-0021. Remains paused awaiting RSSI input on the OWASP ASVS reference level and adjacent frameworks (HDS, GDPR, possibly NIS 2). When it lands it will either confirm 0021 or supersede pieces of it.

Commands once the workspace exists

App-scoped — <app> is one of portal-shell, portal-admin, portal-bff:

pnpm nx serve <app>      # dev server
pnpm nx build <app>
pnpm nx test <app>       # Vitest, all tests for the app
pnpm nx lint <app>

Run a single test file:

pnpm nx test <app> --testFile=path/to/file.spec.ts

Workspace-wide:

pnpm nx run-many -t lint test build
pnpm nx affected -t lint test build   # only projects affected by current changes
pnpm nx format:check

Environment conventions

  • Never install Angular globally. Use pnpm dlx for one-off CLI invocations and project-local pnpm nx ... for everything else — versions stay pinned per project.
  • Work inside the WSL filesystem (~/dev/...), never under /mnt/c — the latter has severe I/O penalties that break Nx caching and dev-server reload times.
  • pnpm is mandatory (activated via corepack enable); do not introduce npm or yarn lockfiles.
  • Prettier config target: singleQuote: true, semi: true, printWidth: 100.

General Guidelines for working with Nx

  • For navigating/exploring the workspace, invoke the nx-workspace skill first - it has patterns for querying projects, targets, and dependencies
  • When running tasks (for example build, lint, test, e2e, etc.), always prefer running the task through nx (i.e. nx run, nx run-many, nx affected) instead of using the underlying tooling directly
  • Prefix nx commands with the workspace's package manager (e.g., pnpm nx build, npm exec nx test) - avoids using globally installed CLI
  • You have access to the Nx MCP server and its tools, use them to help the user
  • For Nx plugin best practices, check node_modules/@nx/<plugin>/PLUGIN.md. Not all plugins have this file - proceed without it if unavailable.
  • NEVER guess CLI flags - always check nx_docs or --help first when unsure

Scaffolding & Generators

  • For scaffolding tasks (creating apps, libs, project structure, setup), ALWAYS invoke the nx-generate skill FIRST before exploring or calling MCP tools

When to use nx_docs

  • USE for: advanced config options, unfamiliar flags, migration guides, plugin configuration, edge cases
  • DON'T USE for: basic generator syntax (nx g @nx/react:app), standard commands, things you already know
  • The nx-generate skill handles generator discovery internally - don't call nx_docs just to look up generator syntax