This seems to improve the performance in the role form while still
maintaining the same validation logic.
A big factor was the memoization of the categories calculation and
respective elements, which is especially impactful when there are many
environments.
https://linear.app/unleash/issue/2-1136/custom-root-roles-documentation
- [Adds documentation referencing custom root
roles](https://unleash-docs-git-docs-custom-root-roles-unleash-team.vercel.app/reference/rbac);
- [Adds a "How to create and assign custom root roles" how-to
guide](https://unleash-docs-git-docs-custom-root-roles-unleash-team.vercel.app/how-to/how-to-create-and-assign-custom-root-roles);
- Standardizes "global" roles to "root" roles;
- Standardizes "standard" roles to "predefined" roles to better reflect
their behavior and what is shown in our UI;
- Updates predefined role descriptions and makes them consistent;
- Updates the side panel description of the user form;
- Includes some boy scouting with some tiny fixes of things identified
along the way (e.g. the role form was persisting old data when closed
and re-opened);
Questions:
- Is it worth expanding the "Assigning custom root roles" section in the
"How to create and assign custom root roles" guide to include the steps
for assigning a root role for each entity (user, service account,
group)?
- Should this PR include an update to the existing "How to create and
assign custom project roles" guide? We've since updated the UI;
---------
Co-authored-by: Thomas Heartman <thomas@getunleash.ai>
https://linear.app/unleash/issue/2-1137/roles-unification-on-the-ui
Root and project roles should be managed in a similar manner, which
means using the same roles route and tab for both.
Additionally, this includes a big revamp to the project roles to align
them more closely with the modern and standardized custom root roles
that were recently developed. They mostly use the same components.
There are still more things we want to improve and unify, but we've left
some of that out of this PR due to PR size concerns.
https://linear.app/unleash/issue/2-1135/address-3975-pr-comments-by-refactoring-some-of-the-new-custom-root
This pull request addresses the majority of the comments raised in issue
#3975 and lays the groundwork for unifying roles. The idea is for
project roles to also be managed in the "Roles" tab, and several
components, such as `RoleForm` and the `useRoleForm` can potentially be
reused.
I'll leave the further investigation and implementation of unifying
roles to be addressed in a separate task.
As a mostly unrelated UI fix, this also adds an arrow to the tooltip in
the `RoleBadge` component.
## About the changes
Implements custom root roles, encompassing a lot of different areas of
the project, and slightly refactoring the current roles logic. It
includes quite a clean up.
This feature itself is behind a flag: `customRootRoles`
This feature covers root roles in:
- Users;
- Service Accounts;
- Groups;
Apologies in advance. I may have gotten a bit carried away 🙈
### Roles
We now have a new admin tab called "Roles" where we can see all root
roles and manage custom ones. We are not allowed to edit or remove
*predefined* roles.
This meant slightly pushing away the existing roles to `project-roles`
instead. One idea we want to explore in the future is to unify both
types of roles in the UI instead of having 2 separate tabs. This
includes modernizing project roles to fit more into our current design
and decisions.
Hovering the permissions cell expands detailed information about the
role:
### Create and edit role
Here's how the role form looks like (create / edit):
Here I categorized permissions so it's easier to visualize and manage
from a UX perspective.
I'm using the same endpoint as before. I tried to unify the logic and
get rid of the `projectRole` specific hooks. What distinguishes custom
root roles from custom project roles is the extra `root-custom` type we
see on the payload. By default we assume `custom` (custom project role)
instead, which should help in terms of backwards compatibility.
### Delete role
When we delete a custom role we try to help the end user make an
informed decision by listing all the entities which currently use this
custom root role:
~~As mentioned in the screenshot, when deleting a custom role, we demote
all entities associated with it to the predefined `Viewer` role.~~
**EDIT**: Apparently we currently block this from the API
(access-service deleteRole) with a message:
What should the correct behavior be?
### Role selector
I added a new easy-to-use role selector component that is present in:
- Users
- Service Accounts
- Groups
### Role description
I also added a new role description component that you can see below the
dropdown in the selector component, but it's also used to better
describe each role in the respective tables:
I'm not listing all the permissions of predefined roles. Those simply
show the description in the tooltip:
### Role badge
Groups is a bit different, since it uses a list of cards, so I added yet
another component - Role badge:
I'm using this same component on the profile tab:
## Discussion points
- Are we being defensive enough with the use of the flag? Should we
cover more?
- Are we breaking backwards compatibility in any way?
- What should we do when removing a role? Block or demote?
- Maybe some existing permission-related issues will surface with this
change: Are we being specific enough with our permissions? A lot of
places are simply checking for `ADMIN`;
- We may want to get rid of the API roles coupling we have with the
users and SAs and instead use the new hooks (e.g. `useRoles`)
explicitly;
- We should update the docs;
- Maybe we could allow the user to add a custom role directly from the
role selector component;
---------
Co-authored-by: Gastón Fournier <gaston@getunleash.io>
