<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#34596
# Details
This PR adds back the "legacy" macOS setup experience, and a new
`CapabilityMacOSWebSetupExperience` capability check. The legacy
experience will be shown whenever the
`CapabilityMacOSWebSetupExperience` capability is _not_ detected in the
Fleet server response.
The majority of the code is just copying the `Run` and
`startSwiftDialog` from the [4.75.1 patch
release](https://github.com/fleetdm/fleet/blob/rc-patch-fleet-v4.75.1/orbit/pkg/setup_experience/setup_experience.go)
and adding them back as `RunLegacy` and `startSwiftDialogLegacy`, then
adding the little bit of plumbing to have `Run()` call `RunLegacy()`
when the new capability is not detected.
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
## Testing
- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)
- [X] QA'd all new/changed functionality manually
Tested on a VM that the setup experience starts in "legacy" mode if
`CapabilityMacOSWebSetupExperience` is not set in the server, and that
it starts in the new web view if the capability _is_ set.
For unreleased bug fixes in a release candidate, one of:
- [X] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed
## fleetd/orbit/Fleet Desktop
- [X] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [X] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
I have not re-verified this, but the changes will only run on macOS
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
This should not be affected.
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#33173
**Related issue:** Resolves#33111
# Details
This is the remaining work to implement the "Stop the setup experience
when required software fails to install" feature. This didn't turn out
to be quite as straightforward as expected so I ended up doing a bit of
design-by-code and expect some feedback on the approach. I tried to make
it as low-touch as possible. The general design is:
1. In the `maybeUpdateSetupExperienceStatus` function which is called in
various places when a setup experience step is marked as completed, call
a new `maybeCancelPendingSetupExperienceSteps` function if the setup
step was marked as failed. Similarly call
`maybeCancelPendingSetupExperienceSteps` if a VPP app install fails to
enqueue.
2. In `maybeCancelPendingSetupExperienceSteps`, check whether the
specified host is MacOS and whether the "RequireAllSoftwareMacOS" flag
is set in the team (or global) config. If so, mark the remaining setup
experience items as canceled and cancel any upcoming activities related
to those steps.
3. On the front-end, if the `require_all_software_macos` is set and a
software step is marked as failed, show a new failure page indicating
that setup has failed and showing details of the failed software.
4. On the agent side, when checking setup experience status, send a
`reset_after_failure` flag _only the first time_. If this flag is set,
then the code in the `/orbit/setup_experience/status` handler will clear
and re-queue any failed setup experience steps (but leave successful
steps to avoid re-installing already-installed software). This
facilitates re-starting the setup experience when the host is rebooted.
I also updated the way that software (packages and VPP) is queued up for
the setup experience to be ordered alphabetically, to make it easier to
test _and_ because this is a desired outcome for a future story. Since
the order is not deterministic now, this update shouldn't cause any
problems (aside from a couple of test updates), but I'm ok taking it out
if desired.
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
- [X] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.
- [X] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
## Testing
- [X] Added/updated automated tests
* Added a new integration test for software packages, testing that a
failed software package causes the rest of the setup experience to be
marked as failed when `require_all_software_macos` is set, and testing
that the "reset after failure" code works.
* Added a new integration test for VPP packages, testing that a failed
VPP enqueue causes the same halting of the setup experience.
I _don't_ have test for a failure _during_ a VPP install. It should go
through the same code path as the software package failure, so it's not
a huge gap.
- [ ] QA'd all new/changed functionality manually
Working on it
## fleetd/orbit/Fleet Desktop
- [X] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [X] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [X] Verified that fleetd runs on macOS, Linux and Windows
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- New Features
- Configurable option to halt macOS device setup if any software install
fails.
- Device setup page now shows a clear “Device setup failed” state with
expandable error details when all software is required on macOS.
- Improvements
- Setup status now includes per-step error messages for better
troubleshooting.
- Pending setup steps are automatically canceled after a failure when
applicable, with support to reset and retry the setup flow as
configured.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: Ian Littman <iansltx@gmail.com>
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** For #33111
# Details
This PR updates the setup experience for MacOS to use a web view pointed
at the device's "Setting up your device" page rather than using native
MacOS UI elements, bringing it more in line with Linux and Windows setup
experiences.
This covers only the new web UI for the setup experience progress, _not_
the UI for the new case of blocking the device when a piece of software
fails to install. I'll add that in a separate PR.
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
- [X] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.
## Testing
- [X] Added/updated automated tests
Added tests for the updates to the token rotation code.
- [X] QA'd all new/changed functionality manually
A new tool is provided to allow testing this code against a virtual
machine if a separate host that you can wipe and run setup on is not
available. See
https://github.com/fleetdm/fleet/blob/sgress454/new-setup-experience/tools/mdm/apple/setupexperience/README.md
for details.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- New Features
- macOS setup experience moved to a new web-based UI.
- Automatic device token rotation during setup to keep sessions valid.
- Bug Fixes
- More reliable setup flow with improved dialog lifecycle and cleaner
handoff to web content.
- Dialog elements hidden/cleared appropriately when transitioning to the
browser.
- Documentation
- Added guide and tool to simulate the macOS setup experience on a VM,
with prerequisites and usage steps.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
For #32788.
## Testing
- [X] Added/updated automated tests
- [X] QA'd all new/changed functionality manually
## fleetd/orbit/Fleet Desktop
- [X] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [X] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [x] Verified that fleetd runs on macOS, Linux and Windows
- [X] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- New Features
- Enhanced Linux setup experience: persists status on disk, resumes
automatically, and completes when software/scripts finish.
- Opens the “My Device” page only when desktop is enabled, using a
user-aware launcher on Linux.
- Linux setup status now focuses on software progress for faster,
clearer feedback.
- Bug Fixes
- Corrected auth/MDM checks: macOS requires Apple MDM; Linux no longer
blocked by MDM configuration on shared endpoints.
- Improved reliability and logging around software installation and
temporary directory cleanup.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
This is one facet of https://github.com/fleetdm/fleet/issues/28664
When you run gitops or otherwise just do something to remove a software
installer from the setup experience list while it is running and then
delete that software installer, setup experience fails to proceed past
the "steps" screen because it is expecting all software in the initial
payload to complete installation even if those installers were not in
the current payload.
This now tracks the status of items in the current payload and as a
small enhancement deletes the items that disappear
from the payload, which seemed like the best thing to do
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
<!-- Note that API documentation changes are now addressed by the
product design team. -->
- [x] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.
- [x] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [x] Manual QA for all new/changed functionality
- For Orbit and Fleet Desktop changes:
- [x] Make sure fleetd is compatible with the latest released version of
Fleet (see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md)).
- [x] Orbit runs on macOS, Linux and Windows. Check if the orbit
feature/bugfix should only apply to one platform (`runtime.GOOS`).
- [x] Manual QA must be performed in the three main OSs, macOS, Windows
and Linux.
- [x] Auto-update manual QA, from released version of component to new
version (see [tools/tuf/test](../tools/tuf/test/README.md)).
For #28450
Avoids unnecessary updates to the UI's step list which makes a few nice
changes:
1. We only scroll when actually needed
2. We scroll to the changed item, rather than potentially an unrelated
item that the UI decided "changed" because we marked it for update even
though its UI state did not change
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
<!-- Note that API documentation changes are now addressed by the
product design team. -->
- [x] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/Committing-Changes.md#changes-files)
for more information.
- [x] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [x] A detailed QA plan exists on the associated ticket (if it isn't
there, work with the product group's QA engineer to add it)
- [x] Manual QA for all new/changed functionality
- For Orbit and Fleet Desktop changes:
- [x] Make sure fleetd is compatible with the latest released version of
Fleet (see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/fleetd-development-and-release-strategy.md)).
- [x] Orbit runs on macOS, Linux and Windows. Check if the orbit
feature/bugfix should only apply to one platform (`runtime.GOOS`).
- [x] Manual QA must be performed in the three main OSs, macOS, Windows
and Linux.
- [x] Auto-update manual QA, from released version of component to new
version (see [tools/tuf/test](../tools/tuf/test/README.md)).
---------
Co-authored-by: Sarah Gillespie <73313222+gillespi314@users.noreply.github.com>
For #28434
This ticket is largely changing the options we invoke Swift Dialog with
so that it is more reliable. The only small divergence from the ticket
is that the command to exit was changed to command+shift+x due to
limitations in Swift Dialog(no way to require control + key)
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
<!-- Note that API documentation changes are now addressed by the
product design team. -->
- [x] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/Committing-Changes.md#changes-files)
for more information.
- [x] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [x] A detailed QA plan exists on the associated ticket (if it isn't
there, work with the product group's QA engineer to add it)
- [x] Manual QA for all new/changed functionality
- For Orbit and Fleet Desktop changes:
- [x] Make sure fleetd is compatible with the latest released version of
Fleet (see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/fleetd-development-and-release-strategy.md)).
- [x] Orbit runs on macOS, Linux and Windows. Check if the orbit
feature/bugfix should only apply to one platform (`runtime.GOOS`).
- [x] Manual QA must be performed in the three main OSs, macOS, Windows
and Linux.
- [ ] Auto-update manual QA, from released version of component to new
version (see [tools/tuf/test](../tools/tuf/test/README.md)).
> No issue, just a bug found during testing
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
<!-- Note that API documentation changes are now addressed by the
product design team. -->
- [x] Manual QA for all new/changed functionality
- For Orbit and Fleet Desktop changes:
- [ ] Orbit runs on macOS, Linux and Windows. Check if the orbit
feature/bugfix should only apply to one platform (`runtime.GOOS`).
- [ ] Manual QA must be performed in the three main OSs, macOS, Windows
and Linux.
- [ ] Auto-update manual QA, from released version of component to new
version (see [tools/tuf/test](../tools/tuf/test/README.md)).
Updated icon size:
> No issue, just stuff I noticed while testing
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
<!-- Note that API documentation changes are now addressed by the
product design team. -->
- [x] Manual QA for all new/changed functionality
- For Orbit and Fleet Desktop changes:
- [x] Orbit runs on macOS, Linux and Windows. Check if the orbit
feature/bugfix should only apply to one platform (`runtime.GOOS`).
- [ ] Manual QA must be performed in the three main OSs, macOS, Windows
and Linux.
- [ ] Auto-update manual QA, from released version of component to new
version (see [tools/tuf/test](../tools/tuf/test/README.md)).
> Related issues: #22383, #22384
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
<!-- Note that API documentation changes are now addressed by the
product design team. -->
- [x] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/Committing-Changes.md#changes-files)
for more information.
- [x] Manual QA for all new/changed functionality
- For Orbit and Fleet Desktop changes:
- [x] Orbit runs on macOS, Linux and Windows. Check if the orbit
feature/bugfix should only apply to one platform (`runtime.GOOS`).
- [ ] Manual QA must be performed in the three main OSs, macOS, Windows
and Linux.
- [ ] Auto-update manual QA, from released version of component to new
version (see [tools/tuf/test](../tools/tuf/test/README.md)).
> Related issue: #22662
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
<!-- Note that API documentation changes are now addressed by the
product design team. -->
- [x] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [x] Added/updated tests
- [x] If database migrations are included, checked table schema to
confirm autoupdate
- For database migrations:
- [x] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [x] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [x] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).
- [x] Manual QA for all new/changed functionality
- For Orbit and Fleet Desktop changes:
- [x] Orbit runs on macOS, Linux and Windows. Check if the orbit
feature/bugfix should only apply to one platform (`runtime.GOOS`).
- [ ] Manual QA must be performed in the three main OSs, macOS, Windows
and Linux.
- [ ] Auto-update manual QA, from released version of component to new
version (see [tools/tuf/test](../tools/tuf/test/README.md)).
---------
Co-authored-by: dantecatalfamo <dante.catalfamo@gmail.com>
Co-authored-by: Dante Catalfamo <43040593+dantecatalfamo@users.noreply.github.com>
> Related issue: #22376
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
<!-- Note that API documentation changes are now addressed by the
product design team. -->
- [x] Manual QA for all new/changed functionality
- For Orbit and Fleet Desktop changes:
- [x] Orbit runs on macOS, Linux and Windows. Check if the orbit
feature/bugfix should only apply to one platform (`runtime.GOOS`).
- [ ] Manual QA must be performed in the three main OSs, macOS, Windows
and Linux.
- [ ] Auto-update manual QA, from released version of component to new
version (see [tools/tuf/test](../tools/tuf/test/README.md)).
