fleet/orbit/pkg/setup_experience/setup_experience.go
Scott Gress be7e0045a9
Use webview in MacOS setup experience (#33884)
<!-- 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 -->
2025-10-08 17:51:26 +01:00

393 lines
12 KiB
Go

package setupexperience
import (
"context"
"encoding/json"
"errors"
"fmt"
"os"
"path/filepath"
"time"
"github.com/fleetdm/fleet/v4/orbit/pkg/constant"
"github.com/fleetdm/fleet/v4/orbit/pkg/swiftdialog"
"github.com/fleetdm/fleet/v4/orbit/pkg/token"
"github.com/fleetdm/fleet/v4/orbit/pkg/update"
"github.com/fleetdm/fleet/v4/server/fleet"
"github.com/fleetdm/fleet/v4/server/ptr"
"github.com/rs/zerolog/log"
)
// OrbitClient is the minimal interface needed to communicate with the Fleet server.
type OrbitClient interface {
GetSetupExperienceStatus() (*fleet.SetupExperienceStatusPayload, error)
}
// DeviceClient is the minimal interface needed to get the device's browser URL.
type DeviceClient interface {
BrowserDeviceURL(token string) string
}
// SetupExperiencer is the type that manages the Fleet setup experience flow during macOS Setup
// Assistant. It uses swiftDialog as a UI for showing the status of software installations and
// script execution that are configured to run before the user has full access to the device.
// If the setup experience is supposed to run, it will launch a single swiftDialog instance and then
// update that instance based on the results from the /orbit/setup_experience/status endpoint.
type SetupExperiencer struct {
OrbitClient OrbitClient
DeviceClient DeviceClient
closeChan chan struct{}
rootDirPath string
// Note: this object is not safe for concurrent use. Since the SetupExperiencer is a singleton,
// its Run method is called within a WaitGroup,
// and no other parts of Orbit need access to this field (or any other parts of the
// SetupExperiencer), it's OK to not protect this with a lock.
sd *swiftdialog.SwiftDialog
started bool
trw *token.ReadWriter
stopTokenRotation func()
}
func NewSetupExperiencer(orbitClient OrbitClient, deviceClient DeviceClient, rootDirPath string, trw *token.ReadWriter) *SetupExperiencer {
return &SetupExperiencer{
OrbitClient: orbitClient,
DeviceClient: deviceClient,
closeChan: make(chan struct{}),
rootDirPath: rootDirPath,
trw: trw,
}
}
func (s *SetupExperiencer) Run(oc *fleet.OrbitConfig) error {
if !oc.Notifications.RunSetupExperience {
log.Debug().Msg("skipping setup experience: notification flag is not set")
return nil
}
// Ensure that the token rotation checker is started, so that we have a valid token
// when we need to show or refresh the My Device URL in the webview.
if s.stopTokenRotation == nil {
s.stopTokenRotation = s.trw.StartRotation()
}
_, binaryPath, _ := update.LocalTargetPaths(
s.rootDirPath,
"swiftDialog",
update.SwiftDialogMacOSTarget,
)
if _, err := os.Stat(binaryPath); err != nil {
log.Info().Msg("skipping setup experience: swiftDialog is not installed")
return nil
}
log.Info().Msg("checking setup experience status")
// Poll the status endpoint. This also releases the device if we're done.
payload, err := s.OrbitClient.GetSetupExperienceStatus()
if err != nil {
return err
}
// Marshall the payload for logging
payloadBytes, err := json.Marshal(payload)
if err != nil {
log.Error().Err(err).Msg("marshalling setup experience payload for logging")
} else {
log.Debug().Msgf("setup experience payload: %s", string(payloadBytes))
}
// If swiftDialog isn't up yet, then launch it
orgLogo := payload.OrgLogoURL
if orgLogo == "" {
orgLogo = "https://fleetdm.com/images/permanent/fleet-mark-color-40x40@4x.png"
}
if err := s.startSwiftDialog(binaryPath, orgLogo); err != nil {
return err
}
// Defer this so that s.started is only false the first time this function runs.
defer func() { s.started = true }()
select {
case <-s.closeChan:
log.Info().Str("receiver", "setup_experiencer").Msg("swiftDialog closed")
return nil
default:
// ok
}
// We're rendering the initial loading UI (shown while there are still profiles, bootstrap package,
// and account configuration to verify) right off the bat, so we can just no-op if any of those
// are not terminal
log.Info().Msg("setup experience: checking for pending statuses")
if payload.BootstrapPackage != nil {
if payload.BootstrapPackage.Status != fleet.MDMBootstrapPackageFailed && payload.BootstrapPackage.Status != fleet.MDMBootstrapPackageInstalled {
log.Info().Msg("setup experience: bootstrap package pending")
return nil
}
}
if isPending, name := anyProfilePending(payload.ConfigurationProfiles); isPending {
log.Info().Msg(fmt.Sprintf("setup experience: profile pending: %s", name))
return nil
}
if payload.AccountConfiguration != nil {
if payload.AccountConfiguration.Status != fleet.MDMAppleStatusAcknowledged &&
payload.AccountConfiguration.Status != fleet.MDMAppleStatusError &&
payload.AccountConfiguration.Status != fleet.MDMAppleStatusCommandFormatError {
log.Info().Msg("setup experience: account config pending")
return nil
}
}
// If we got this far, then we can hand the UI over to the webview.
// Clear the dialog message.
if err := s.sd.HideMessage(); err != nil {
log.Error().Err(err).Msg("clearing message in setup experience UI")
}
// Remove the icon.
if err := s.sd.HideIcon(); err != nil {
log.Error().Err(err).Msg("clearing icon in setup experience UI")
}
// Hide the title.
if err := s.sd.HideTitle(); err != nil {
log.Error().Err(err).Msg("hiding title in setup experience UI")
}
// Hide the progress.
if err := s.sd.HideProgress(); err != nil {
log.Error().Err(err).Msg("hiding progress in setup experience UI")
}
// Get the device token.
token, err := s.trw.Read()
if err != nil {
return fmt.Errorf("getting device token: %w", err)
}
// Get the My Device URL.
browserURL := s.DeviceClient.BrowserDeviceURL(token)
// log out the url
log.Debug().Msgf("setup experience: opening web content URL: %s", browserURL)
// Set the web content URL.
if err := s.sd.SetWebContent(browserURL + "?setup_only=1"); err != nil {
log.Error().Err(err).Msg("setting web content URL in setup experience UI")
return nil
}
// Note that we are setting this based on the current payload only just in case something
// was removed from the payload that was there earlier(e.g. a deleted software title).
allStepsDone := true
// Now render the UI for the software and script.
if len(payload.Software) > 0 || payload.Script != nil {
log.Info().Msg("setup experience: rendering software and script UI")
var steps []*fleet.SetupExperienceStatusResult
if len(payload.Software) > 0 {
steps = payload.Software
}
if payload.Script != nil {
steps = append(steps, payload.Script)
}
for _, step := range steps {
if step.Status != fleet.SetupExperienceStatusFailure && step.Status != fleet.SetupExperienceStatusSuccess {
allStepsDone = false
}
}
}
// If we get here, we can close the webview.
// It will likely already be displaying a "done" message.
if allStepsDone {
if err := s.sd.EnableButton1(true); err != nil {
log.Info().Err(err).Msg("enabling close button in setup experience UI")
}
// Sleep for a few seconds to let the user see the done message before closing
// the UI
time.Sleep(3 * time.Second)
if err := s.sd.Quit(); err != nil {
log.Info().Err(err).Msg("quitting setup experience UI on completion")
}
// Stop the token rotation checker since we're done with the setup experience.
s.stopTokenRotation()
}
return nil
}
func anyProfilePending(profiles []*fleet.SetupExperienceConfigurationProfileResult) (bool, string) {
for _, p := range profiles {
if p.Status == fleet.MDMDeliveryPending {
return true, p.Name
}
}
return false, ""
}
func (s *SetupExperiencer) startSwiftDialog(binaryPath, orgLogo string) error {
if s.started {
log.Info().Msg("swiftDialog started")
return nil
}
log.Info().Msg("creating swiftDialog instance")
created := make(chan struct{})
swiftDialog, err := swiftdialog.Create(context.Background(), binaryPath)
if err != nil {
return errors.New("creating swiftDialog instance: %w")
}
s.sd = swiftDialog
iconSize, err := swiftdialog.GetIconSize(orgLogo)
if err != nil {
log.Error().Err(err).Msg("setup experience: getting icon size")
iconSize = swiftdialog.DefaultIconSize
}
go func() {
initOpts := &swiftdialog.SwiftDialogOptions{
Title: "none",
Message: "### Setting up your Mac...\n\nYour Mac is being configured by your organization using Fleet. This process may take some time to complete. Please don't attempt to restart or shut down the computer unless prompted to do so.",
Icon: orgLogo,
MessageAlignment: swiftdialog.AlignmentCenter,
CentreIcon: true,
Height: "625",
Big: true,
ProgressText: "Configuring your device...",
Button1Text: "Close",
Button1Disabled: true,
BlurScreen: true,
OnTop: true,
QuitKey: "X", // Capital X to require command+shift+x
}
if err := s.sd.Start(context.Background(), initOpts, true); err != nil {
log.Error().Err(err).Msg("starting swiftDialog instance")
}
if err = s.sd.ShowProgress(); err != nil {
log.Error().Err(err).Msg("setting initial setup experience progress")
}
if err := s.sd.SetIconSize(iconSize); err != nil {
log.Error().Err(err).Msg("setting initial setup experience icon size")
}
log.Debug().Msg("swiftDialog process started")
created <- struct{}{}
if _, err = s.sd.Wait(); err != nil {
log.Error().Err(err).Msg("swiftdialog.Wait failed")
}
s.closeChan <- struct{}{}
}()
<-created
return nil
}
// LinuxSetupExperiencer runs the setup experience on Linux hosts.
type LinuxSetupExperiencer struct {
orbitClient OrbitClient
rootDir string
}
// NewLinuxSetupExperiencer creates a config receiver to run the setup experience on Linux hosts.
func NewLinuxSetupExperiencer(client OrbitClient, rootDir string) *LinuxSetupExperiencer {
return &LinuxSetupExperiencer{
orbitClient: client,
rootDir: rootDir,
}
}
// Run implements fleet.OrbitConfigReceiver.
//
// Currently the fleet.OrbitConfig is ununsed but might be used in the future.
func (s *LinuxSetupExperiencer) Run(_ *fleet.OrbitConfig) error {
info, err := ReadSetupExperienceStatusFile(s.rootDir)
if err != nil {
return fmt.Errorf("read setup experience file: %w", err)
}
if info == nil || info.TimeFinished != nil {
// nothing to do.
return nil
}
payload, err := s.orbitClient.GetSetupExperienceStatus()
if err != nil {
return err
}
if setupExperienceDone(payload) {
info.TimeFinished = ptr.Time(time.Now())
if err := WriteSetupExperienceStatusFile(s.rootDir, info); err != nil {
log.Error().Err(err).Msg("write setup experience status file")
}
}
return nil
}
func setupExperienceDone(payload *fleet.SetupExperienceStatusPayload) bool {
for _, software := range payload.Software {
if software != nil && (software.Status == fleet.SetupExperienceStatusPending || software.Status == fleet.SetupExperienceStatusRunning) {
return false
}
}
return true
}
// SetupExperienceInfo holds information of the state of the setup experience for a host.
type SetupExperienceInfo struct {
// TimeInitiated is the time the setup experience was attempted during setup/installation.
TimeInitiated time.Time `json:"time_initiated"`
// Enabled is true if the setup experience was enabled during setup/installation.
Enabled bool `json:"enabled"`
// TimeFinished is the time the setup experience was finished by the host.
TimeFinished *time.Time `json:"time_finished,omitempty"`
}
// ReadSetupExperienceStatusFile reads the setup experience state from a known file in the rootDir.
func ReadSetupExperienceStatusFile(rootDir string) (*SetupExperienceInfo, error) {
infoPath := filepath.Join(rootDir, constant.SetupExperienceFilename)
f, err := os.Open(infoPath)
if err != nil {
if os.IsNotExist(err) {
return nil, nil
}
return nil, fmt.Errorf("read setup experience file: %w", err)
}
defer f.Close()
var exp SetupExperienceInfo
if err := json.NewDecoder(f).Decode(&exp); err != nil {
return nil, fmt.Errorf("decoding setup experience file: %w", err)
}
return &exp, nil
}
// WriteSetupExperienceStatusFile writes the setup experience state to a file under rootDir.
func WriteSetupExperienceStatusFile(rootDir string, exp *SetupExperienceInfo) error {
infoPath := filepath.Join(rootDir, constant.SetupExperienceFilename)
f, err := os.OpenFile(infoPath, os.O_CREATE|os.O_TRUNC|os.O_WRONLY, constant.DefaultFileMode)
if err != nil {
return fmt.Errorf("create setup experience completed file: %w", err)
}
defer f.Close()
if err := json.NewEncoder(f).Encode(exp); err != nil {
return fmt.Errorf("write setup experience completed file: %w", err)
}
return nil
}