feat(shell): give analysts their own sidebar and command palette

apps/web/src/lab/shell-frame.ts

@@ -2,7 +2,7 @@
 import { Update } from "foldkit"
 import type { Html, HtmlBuilder } from "foldkit/html"
 import type { Message as ShellMessage } from "../shell/message"
-import type { Model as ShellModel } from "../shell/model"
+import type { Model as ShellModel, ShellClerk } from "../shell/model"
 import { update as shellUpdate } from "../shell/update"
 import { type BreadcrumbEntry, frameView, menuLayerView, sheetLayerView } from "../shell/view"
 
@@ -30,6 +30,8 @@
 		currentPath: string
 		breadcrumbs: ReadonlyArray<BreadcrumbEntry>
 		page: () => Html
+		/** Who the shell is drawn for; a lab has no Clerk session, so it hands in a fixture. */
+		clerk?: ShellClerk | null
 	}>,
 ): ReadonlyArray<Html> => [
 	h.submodel({

apps/web/src/lab/shell-states-lab.scene.test.ts

@@ -139,3 +139,31 @@ describe("URL-held right sheet", () => {
 		)
 	})
 })
+
+describe("the shell for an analyst", () => {
+	const setup = [
+		role("link", { name: "Sources" }),
+		role("link", { name: "Settings" }),
+		role("button", { name: "Connect" }),
+	]
+
+	test("a member has the Sources and Settings rows and the Connect button", () => {
+		scene(
+			{ update, view },
+			given(at("/lab/shell")),
+			measured,
+			...Arr.map(setup, (it) => expect(it).toExist()),
+		)
+	})
+
+	test("an analyst has none of them, and keeps their own pages", () => {
+		scene(
+			{ update, view },
+			given(at("/lab/shell")),
+			measured,
+			click(role("button", { name: "Analyst" })),
+			...Arr.map(setup, (it) => expect(it).toBeAbsent()),
+			expect(role("link", { name: "Web analytics" })).toExist(),
+		)
+	})
+})

apps/web/src/lab/shell-states-lab.ts

@@ -22,7 +22,8 @@ import type { Resources } from "../platform/resources"
 import { dashboardPage } from "../page/kit/dashboard-page"
 import { dismissSheetUrl, pushSheetUrl, sheetParamOf } from "../page/kit/sheet-param"
 import { Message as ShellMessage, Theme } from "../shell/message"
-import { init as initShell, Model as ShellModel, OnCallData } from "../shell/model"
+import { init as initShell, Model as ShellModel, OnCallData, type ShellClerk } from "../shell/model"
+import { NavAudience } from "../shell/nav"
 import type { OnCallSnapshot } from "../shell/oncall"
 import { foldLabShell, labShellView } from "./shell-frame"
 
@@ -106,6 +107,7 @@ export const Model = Schema.Struct({
 	href: Schema.String,
 	onCall: OnCallFixture,
 	standOn: StandOn,
+	viewer: NavAudience,
 })
 export type Model = typeof Model.Type
 
@@ -119,6 +121,7 @@ export const Message = defineMessageUnion({
 	ClickedSubmitPanel: {},
 	ClickedOnCallFixture: { fixture: OnCallFixture },
 	ClickedStandOn: { standOn: StandOn },
+	ClickedViewer: { viewer: NavAudience },
 	CompletedNavigate: {},
 })
 export type Message = typeof Message.Type
@@ -164,6 +167,15 @@ const sheetStep = (model: Model, step: SheetStep): Return => ({
 	],
 })
 
+/** A signed-in analyst with nothing else read yet: all the shell needs to pick their sidebar. */
+const ANALYST_CLERK: ShellClerk = {
+	maybeUser: Option.none(),
+	maybeOrganization: Option.none(),
+	memberships: [],
+	customer: undefined,
+	maybeRole: Option.some("org:analyst"),
+}
+
 /** The fixture's shifts, read on the lab's fixed clock. */
 const withOnCall = (shell: ShellModel, fixture: OnCallFixture): ShellModel => ({
 	...shell,
@@ -184,6 +196,7 @@ export const init = (flags: Flags): Return => {
 			href: flags.href,
 			onCall: "onCall",
 			standOn: "lab",
+			viewer: "operator",
 		},
 		commands: mapSheetCommands(sheet, toSheet),
 	}
@@ -222,6 +235,7 @@ export const update = (model: Model, message: Message): Return =>
 			model: { ...model, onCall: fixture, shell: withOnCall(model.shell, fixture) },
 		}),
 		ClickedStandOn: ({ standOn }) => ({ model: { ...model, standOn } }),
+		ClickedViewer: ({ viewer }) => ({ model: { ...model, viewer } }),
 		CompletedNavigate: () => ({ model }),
 	})
 
@@ -341,6 +355,19 @@ const page = (h: HtmlBuilder<Message>, model: Model): Html =>
 						],
 					}),
 				),
+				control(
+					h,
+					"Viewer",
+					segmentedSelect(h, {
+						ariaLabel: "Viewer",
+						value: model.viewer,
+						onChange: (viewer) => Message.ClickedViewer({ viewer }),
+						options: [
+							{ value: "operator", label: "Member and above" },
+							{ value: "analyst", label: "Analyst" },
+						],
+					}),
+				),
 				control(
 					h,
 					"Current page",
@@ -368,6 +395,7 @@ export const view = (model: Model, h: HtmlBuilder<Message>): Html =>
 			TooltipHost.view(h, model.tooltip, toTooltip),
 			...labShellView(h, model.shell, toShell, {
 				currentPath: STAND_ON_PATH[model.standOn],
+				clerk: model.viewer === "analyst" ? ANALYST_CLERK : null,
 				breadcrumbs: [{ label: "Lab" }, { label: "Shell states" }],
 				page: () => page(h, model),
 			}),

apps/web/src/shell/model.ts

@@ -2,6 +2,7 @@ import { InfraSurfaceLiteral } from "@maple/domain/http"
 import { V2Source } from "@maple/domain/http/v2"
 import type { BillingCustomer } from "@maple/domain/http"
 import type { ClerkOrganization, ClerkUser } from "../platform/clerk"
+import * as Policy from "@maple/domain/policy"
 import { Option, Schema } from "effect"
 import { AsyncData } from "foldkit"
 import { PopupPosition } from "@maple/views/ui/anchor"
@@ -15,7 +16,7 @@ import { PinnedDashboardRow } from "./dashboards-shape"
 import * as Palette from "./palette/model"
 import { Platform } from "./palette/shortcuts"
 import { Menu, Theme } from "./message"
-import { NavSurface } from "./nav"
+import { type NavAudience, NavSurface } from "./nav"
 import { OnCallSnapshot } from "./oncall"
 import {
 	type InfraSurfaces,
@@ -133,6 +134,12 @@ export type ShellClerk = Readonly<{
 	maybeRole: Option.Option<string>
 }>
 
+/** Who the shell is drawn for; self-hosted has no Clerk role, so it is never an analyst. */
+export const shellAudience = (clerk: ShellClerk | null): NavAudience =>
+	clerk !== null && Option.exists(clerk.maybeRole, (role) => Policy.isAnalyst([role]))
+		? "analyst"
+		: "operator"
+
 /** A rail item's tooltip: right of the item, centred. */
 export const initRailTooltip = (): Tooltip.Model =>
 	Tooltip.init("shell-rail-tooltip", { side: "right", align: "center" })

apps/web/src/shell/nav.test.ts

@@ -62,6 +62,48 @@ describe("isNavItemActive", () => {
 	})
 })
 
+describe("navGroups for an analyst", () => {
+	const off = { cloudCost: false, releases: false, securityAudit: false, statusPages: false }
+	/** Every page the analyst's sidebar links to: rows, then their sub-rows. */
+	const hrefs = (flags: NavFlags) =>
+		Arr.dedupe(
+			Arr.flatMap(navGroups(flags, "analyst"), (group) =>
+				Arr.flatMap(group.items, (item) => [
+					item.href,
+					...Arr.map(item.subItems ?? [], (sub) => sub.href),
+				]),
+			),
+		)
+
+	test("links to what is wrong and how the product is doing, and to no setup or explorer page", () => {
+		expect(hrefs(off)).toEqual([
+			"/",
+			"/alerts",
+			"/alerts/uptime",
+			"/alerts/slos",
+			"/errors",
+			"/analytics",
+			"/users",
+			"/replays",
+			"/dashboards",
+		])
+	})
+
+	test("adds Status pages, Releases and Cost only for an org in each rollout", () => {
+		expect(hrefs({ ...off, statusPages: true })).toContain("/status-pages")
+		expect(hrefs({ ...off, releases: true })).toContain("/releases")
+		expect(hrefs({ ...off, cloudCost: true })).toContain("/cost")
+		// Security is an engineer's page, whatever the flag says.
+		expect(hrefs({ ...off, securityAudit: true })).not.toContain("/security")
+	})
+
+	test("marks only Incidents on an uptime page, with its Uptime row", () => {
+		const items = Arr.flatMap(navGroups(off, "analyst"), (group) => group.items)
+		const active = Arr.filter(items, (item) => isNavItemActive("/alerts/uptime", item))
+		expect(Arr.map(active, (item) => item.title)).toEqual(["Incidents"])
+	})
+})
+
 describe("navGroups", () => {
 	const titles = (flags: NavFlags) =>
 		Arr.flatMap(navGroups(flags), (group) => Arr.map(group.items, (item) => item.title))

apps/web/src/shell/nav.ts

@@ -182,6 +182,33 @@ const alertsItem: NavItem = {
 	],
 }
 
+/** The analyst's Alerts: what is wrong now and how reliable things are, without the setup pages. */
+const analystIncidentsItem: NavItem = {
+	title: "Incidents",
+	href: "/alerts",
+	icon: "BellIcon",
+	alsoActive: ["/anomalies"],
+	subItems: [
+		{
+			title: "Inbox",
+			href: "/alerts",
+			icon: "BellIcon",
+			paletteTitle: "Incidents",
+			alsoActive: ["/anomalies"],
+			count: "alertsInbox",
+		},
+		{ title: "Uptime", href: "/alerts/uptime", icon: "GlobeIcon", paletteTitle: "Uptime checks" },
+		{ title: "SLOs", href: "/alerts/slos", icon: "GaugeIcon" },
+	],
+}
+
+/**
+ * Who the sidebar is drawn for. An analyst follows the product without operating it, so they get
+ * the pages that answer "is it working and how is it doing", not the ones for digging or setup.
+ */
+export const NavAudience = Schema.Literals(["operator", "analyst"])
+export type NavAudience = typeof NavAudience.Type
+
 /** The org rollout flags that gate a nav row each. */
 export type NavFlags = Readonly<{
 	cloudCost: boolean
@@ -190,8 +217,38 @@ export type NavFlags = Readonly<{
 	statusPages: boolean
 }>
 
-/** `navGroups(flags)`; `cloudCost`, `releases`, `securityAudit` and `statusPages` gate a row each. */
-export const navGroups = (flags: NavFlags): ReadonlyArray<NavGroup> => [
+const analystNavGroups = (flags: NavFlags): ReadonlyArray<NavGroup> => [
+	{ id: "overview", items: [{ title: "Overview", href: "/", icon: "HouseIcon" }] },
+	{
+		id: "reliability",
+		label: "Reliability",
+		items: [
+			analystIncidentsItem,
+			{ title: "Errors", href: "/errors", icon: "CircleWarningIcon" },
+			...(flags.statusPages
+				? [{ title: "Status pages", href: "/status-pages", icon: "WindowChartLineIcon" } as const]
+				: []),
+		],
+	},
+	{
+		id: "product",
+		label: "Product",
+		items: [
+			{ title: "Web analytics", href: "/analytics", icon: "ChartBarHorizontalIcon" },
+			{ title: "Users", href: "/users", icon: "UsersIcon" },
+			{ title: "Replays", href: "/replays", icon: "PlayRotateClockwiseIcon" },
+			{ title: "Dashboards", href: "/dashboards", icon: "GridSquareCirclePlusIcon" },
+			...(flags.releases
+				? [{ title: "Releases", href: "/releases", icon: "RocketIcon" } as const]
+				: []),
+			...(flags.cloudCost
+				? [{ title: "Cost", href: "/cost", icon: "CircleDollarIcon", badge: "Beta" } as const]
+				: []),
+		],
+	},
+]
+
+const operatorNavGroups = (flags: NavFlags): ReadonlyArray<NavGroup> => [
 	{ id: "overview", items: [{ title: "Overview", href: "/", icon: "HouseIcon" }] },
 	{
 		id: "monitor",
@@ -245,6 +302,13 @@ export const navGroups = (flags: NavFlags): ReadonlyArray<NavGroup> => [
 	},
 ]
 
+/**
+ * `navGroups(flags, audience)`; `cloudCost`, `releases`, `securityAudit` and `statusPages` gate a
+ * row each, and an analyst gets {@link analystNavGroups}.
+ */
+export const navGroups = (flags: NavFlags, audience: NavAudience = "operator"): ReadonlyArray<NavGroup> =>
+	audience === "analyst" ? analystNavGroups(flags) : operatorNavGroups(flags)
+
 /** Segment-aware prefix match: `/services` must not claim `/service-map`. */
 export const isPathActive = (currentPath: string, href: string): boolean =>
 	href === "/"

apps/web/src/shell/palette/entries.ts

@@ -7,7 +7,7 @@ import { AppRoute, hrefOf } from "../../route"
 import type { IconName } from "@maple/views/ui/icon"
 import type { PinnedDashboardRow } from "../dashboards-shape"
 import type { Theme } from "../message"
-import { navGroups } from "../nav"
+import { type NavAudience, type NavGroup, navGroups } from "../nav"
 
 // The palette's entries.
 
@@ -64,29 +64,58 @@ export const FLAGGED_HREFS: ReadonlySet<string> = new Set([
 const icon = (name: IconName): Glyph => ({ _tag: "Icon", name })
 const href = (url: string): Target => ({ _tag: "Href", href: url })
 
-/** Every section, its children and their views, deduplicated by title and href. */
-const navigationEntries = (): ReadonlyArray<PaletteEntry> => {
-	const rows = Arr.flatMap(
-		navGroups({ cloudCost: true, releases: true, securityAudit: true, statusPages: true }),
-		(group) =>
-			Arr.flatMap(group.items, (item) => [
-				{ id: `nav:${item.title}`, title: item.title, href: item.href, icon: item.icon },
-				...Arr.flatMap(item.subItems ?? [], (sub) => [
-					{
-						id: `nav:${item.title}:${sub.title}`,
-						title: sub.paletteTitle ?? sub.title,
-						href: sub.href,
-						icon: sub.icon ?? item.icon,
-					},
-					...Arr.map(sub.views ?? [], (view) => ({
-						id: `nav:${item.title}:${sub.title}:${view.title}`,
-						title: view.paletteTitle ?? `${sub.title} ${view.title}`,
-						href: view.href,
-						icon: view.paletteIcon ?? sub.icon ?? item.icon,
-					})),
-				]),
+const EVERY_FLAG = { cloudCost: true, releases: true, securityAudit: true, statusPages: true }
+
+/** A page's palette row under each title the nav gives it: the section, its children, their views. */
+const navRowsOf = (groups: ReadonlyArray<NavGroup>) =>
+	Arr.flatMap(groups, (group) =>
+		Arr.flatMap(group.items, (item) => [
+			{ id: `nav:${item.title}`, title: item.title, href: item.href, icon: item.icon },
+			...Arr.flatMap(item.subItems ?? [], (sub) => [
+				{
+					id: `nav:${item.title}:${sub.title}`,
+					title: sub.paletteTitle ?? sub.title,
+					href: sub.href,
+					icon: sub.icon ?? item.icon,
+				},
+				...Arr.map(sub.views ?? [], (view) => ({
+					id: `nav:${item.title}:${sub.title}:${view.title}`,
+					title: view.paletteTitle ?? `${sub.title} ${view.title}`,
+					href: view.href,
+					icon: view.paletteIcon ?? sub.icon ?? item.icon,
+				})),
 			]),
+		]),
 	)
+
+/** What an analyst's sidebar calls each of its pages (`/alerts` is "Incidents"), plus their account. */
+const ANALYST_TITLES: ReadonlyMap<string, string> = new Map([
+	...Arr.map(navRowsOf(navGroups(EVERY_FLAG, "analyst")), (row) => [row.href, row.title] as const),
+	["/account", "Account"] as const,
+])
+
+/**
+ * The entries as the viewer's palette lists them. An analyst gets their own pages under their
+ * sidebar's names, dashboards and the app actions; the ids stay, so a pick resolves either way.
+ */
+export const entriesFor = (
+	entries: ReadonlyArray<PaletteEntry>,
+	audience: NavAudience,
+): ReadonlyArray<PaletteEntry> =>
+	audience === "operator"
+		? entries
+		: Arr.flatMap(entries, (entry): ReadonlyArray<PaletteEntry> => {
+				if (entry.group === "Actions" || entry.group === "Dashboards") return [entry]
+				if (entry.group !== "Navigation" || entry.target._tag !== "Href") return []
+				const title = ANALYST_TITLES.get(entry.target.href)
+				return title === undefined
+					? []
+					: [{ ...entry, title, keywords: `${entry.keywords} ${title}` }]
+			})
+
+/** Every section, its children and their views, deduplicated by title and href. */
+const navigationEntries = (): ReadonlyArray<PaletteEntry> => {
+	const rows = navRowsOf(navGroups(EVERY_FLAG))
 	// One row per page, titled by its most specific row ("Traces", not its "Explore" parent);
 	// every title that opens the same page stays searchable as a keyword.
 	const unique = Arr.reverse(Arr.dedupeWith(Arr.reverse(rows), (a, b) => a.href === b.href))