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feat: Bot instances design review#59897

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nicholasmarais1158 merged 11 commits intomasterfrom
nicholasmarais1158/feat/mwi-bot-instances-design
Oct 13, 2025
Merged

feat: Bot instances design review#59897
nicholasmarais1158 merged 11 commits intomasterfrom
nicholasmarais1158/feat/mwi-bot-instances-design

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@nicholasmarais1158 nicholasmarais1158 commented Oct 3, 2025

Summary

This change includes a variety of design tweaks as a result of a design review.

Updates: #57994

Changes

  • Tweak titles
  • Move details close button to the right
  • Use darker colour for YAML background
  • Various spacing and layout refinements
  • Allow list items to be selected by pressing ENTER (once in focus)
  • Use default browser style for scrollbar on the list (affects chrome and safari only)
  • Fix content jump on selected list item
  • Clarify messaging for delete bot behaviour
  • Use sort-specific icons for sort menu (optional override as this component is used elsewhere also)

Demo

after
Screenshot 2025-10-03 at 11 08 14

before
Screenshot 2025-10-03 at 11 08 52

@nicholasmarais1158 nicholasmarais1158 force-pushed the nicholasmarais1158/feat/mwi-bot-instances-design branch from 2012897 to 796ffb2 Compare October 3, 2025 11:31
@nicholasmarais1158 nicholasmarais1158 force-pushed the nicholasmarais1158/feat/mwi-bot-instances-design branch from f139bc3 to 23cdd0c Compare October 3, 2025 13:34
@nicholasmarais1158 nicholasmarais1158 marked this pull request as ready for review October 3, 2025 13:53
@github-actions github-actions bot requested review from bl-nero and ryanclark October 3, 2025 13:54
@nicholasmarais1158 nicholasmarais1158 added the no-changelog Indicates that a PR does not require a changelog entry label Oct 3, 2025
current: SortMenuSort<T>;
fields: { value: SortMenuSort<T>['fieldName']; label: string }[];
onChange: (value: SortMenuSort<T>) => void;
alternateIcons?: boolean;
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Please add a doc comment explaining what "alternate" means.

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Checking with design team if new icons should be used everywhere, nowhere, or somewhere in between...

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I'll tackle the case of the alternate sort directions icons as a separate PR. There are broader UX improvements to be made to the SortMenu component, app-wide.

Comment thread web/packages/shared/components/Search/SearchPanel.tsx Outdated
Comment thread web/packages/teleport/src/Bots/Details/Instance.tsx Outdated
@nicholasmarais1158 nicholasmarais1158 added this pull request to the merge queue Oct 13, 2025
Merged via the queue into master with commit 46bbcff Oct 13, 2025
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@nicholasmarais1158 nicholasmarais1158 deleted the nicholasmarais1158/feat/mwi-bot-instances-design branch October 13, 2025 13:29
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@nicholasmarais1158 See the table below for backport results.

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branch/v18 Failed

nicholasmarais1158 added a commit that referenced this pull request Oct 24, 2025
* Alternate sort menu icons

* Titles and close button

* Yaml background colour

* Spacing

* Keyboard selectable list items

* Fix selected list item padding

* Default scroll bars for list

* Clarify delete bot messaging

* Simplify `onClick`

* Use `FlexProps` type

* Revert "Alternate sort menu icons"

This reverts commit 4212dcd.
nicholasmarais1158 added a commit that referenced this pull request Oct 29, 2025
* Alternate sort menu icons

* Titles and close button

* Yaml background colour

* Spacing

* Keyboard selectable list items

* Fix selected list item padding

* Default scroll bars for list

* Clarify delete bot messaging

* Simplify `onClick`

* Use `FlexProps` type

* Revert "Alternate sort menu icons"

This reverts commit 4212dcd.
nicholasmarais1158 added a commit that referenced this pull request Oct 30, 2025
* Alternate sort menu icons

* Titles and close button

* Yaml background colour

* Spacing

* Keyboard selectable list items

* Fix selected list item padding

* Default scroll bars for list

* Clarify delete bot messaging

* Simplify `onClick`

* Use `FlexProps` type

* Revert "Alternate sort menu icons"

This reverts commit 4212dcd.
mmcallister pushed a commit that referenced this pull request Nov 6, 2025
* Alternate sort menu icons

* Titles and close button

* Yaml background colour

* Spacing

* Keyboard selectable list items

* Fix selected list item padding

* Default scroll bars for list

* Clarify delete bot messaging

* Simplify `onClick`

* Use `FlexProps` type

* Revert "Alternate sort menu icons"

This reverts commit 4212dcd.
rhammonds-teleport pushed a commit that referenced this pull request Nov 6, 2025
* Alternate sort menu icons

* Titles and close button

* Yaml background colour

* Spacing

* Keyboard selectable list items

* Fix selected list item padding

* Default scroll bars for list

* Clarify delete bot messaging

* Simplify `onClick`

* Use `FlexProps` type

* Revert "Alternate sort menu icons"

This reverts commit 4212dcd.
github-merge-queue bot pushed a commit that referenced this pull request Nov 13, 2025
* docs(rfd): Bot Instances at Scale (RFD0222) (#57888)

* docs(rfd): Bot Instance at Scale (RFD0222)

* Add Notion link

* First draft for review

* fix: Spell check

* Fix protobuf code block

* Make the document structure slightly clearer

* Add a section on data aggregation

* Add missing end of code block

* Add a bit more context on bots and instances

* Add plan for `tctl`

* Add an explanation for each UX example

* Rename semver functions

* Remove activity visualisation and required complexity

* cspell

* Pre-populate isn't the correct term

* Minor tweak

* Test plan additions

* Remove reference to activity visualization

* Clarify use of pagination in `tctl bots instances ls` and remove filter summary

* Refine predicate language functions

* Restructure protos

* Refine plans for resource storage and quantities

* Add webapi support for config, health and notices

* Expand backwards compatibility

* cspell

* State `tbot` config size limit

* Reduce config max size to 32Kb

* Add failsafe env var

* Reduce max notices to 10

* Explain updating related record expiry in-line with the instance

* Revert extracting service health records

* Move notices to earlier in the delivery plan

* Remove notices & config and expand the why and what

* Expand aggregate data and metrics, and rearrange sections

* Fix `version.between` snippet

* Updated approach to calculating bot instance counts

* Document `newer_than` predicate language function

---------

Co-authored-by: Dan Upton <daniel.upton@goteleport.com>

* feat: List bot instances version and hostname sort (#59263)

* Add version and hostname indexes to cache

* Add `ListBotInstancesV2` rpc and use request options

* Add v2 bot instance list endpoint

* Use v2 endpoint in web UI

* Pass signal through to support aborting requests

* Fix comment typo

* Rename util func

* Deprecate `ListBotInstances` rpc

* Encode hostname in cache key

* Address pre-release sorting in version numbers

* Rename bot instance cache utils

* Fix lint deprecation warnings

* Extract filter fields to message

* Replace `fmt.Sprintf("%06d", ...)`

* Update invalid sort field error

* Fallback to v1 endpoint if possible

* Use `strcase` for case-insensitive compare

* Backend results are filtered by bot name so no need to re-filter in `MatchBotInstance`

* Revert "Replace `fmt.Sprintf("%06d", ...)`"

This reverts commit 2fbd797.

* feat: Bot instances advanced filter (#59374)

* Add version and hostname indexes to cache

* Add `ListBotInstancesV2` rpc and use request options

* Add v2 bot instance list endpoint

* Use v2 endpoint in web UI

* Pass signal through to support aborting requests

* Fix comment typo

* Rename util func

* Add expression parser

* Contribute `to_string` function to default parser

* Add API support for `query` filter

* Fix `SearchPanel` submit with advanced toggle

* Add advanced search to web UI

* Deprecate `ListBotInstances` rpc

* Encode hostname in cache key

* Address pre-release sorting in version numbers

* Rename bot instance cache utils

* Fix lint deprecation warnings

* Extract filter fields to message

* Replace `fmt.Sprintf("%06d", ...)`

* Update invalid sort field error

* Fallback to v1 endpoint if possible

* Use `strcase` for case-insensitive compare

* Backend results are filtered by bot name so no need to re-filter in `MatchBotInstance`

* Use `t.Context()`

* Remove expression methods

* Remove unnecessary fallback comments

* Return early if only bot name filter is required (backend only)

* Fix lint

* replace `to_string` with `equals` (version type only)

* Fix comment

* Remove unnecessary `to_string` tests

* Switch to a true equals function
# Conflicts:
#	lib/cache/bot_instance.go
#	web/packages/teleport/src/BotInstances/List/BotInstancesList.tsx

# Conflicts:
#	web/packages/teleport/src/BotInstances/List/BotInstancesList.tsx

* fix: Rename bot instance version expression functions (#59819)

* feat(webui): New bot instances experience (#59655)

* Make `disableSearch` props optional for SearchPanel component

* Add a shared mock for TextEditor

* Make instance items selectable and include bot name

* Remove old bot instance details page

* Add new bot instances UI

* Add stories

* Add and amend tests

* Switch to arrow function

* Remove `null` from item selected callback

* Fix info guide wording
# Conflicts:
#	web/packages/teleport/src/BotInstances/Details/BotInstanceDetails.test.tsx
#	web/packages/teleport/src/BotInstances/Details/BotInstanceDetails.tsx
#	web/packages/teleport/src/BotInstances/List/BotInstancesList.tsx

* feat: Bot instances design review (#59897)

* Alternate sort menu icons

* Titles and close button

* Yaml background colour

* Spacing

* Keyboard selectable list items

* Fix selected list item padding

* Default scroll bars for list

* Clarify delete bot messaging

* Simplify `onClick`

* Use `FlexProps` type

* Revert "Alternate sort menu icons"

This reverts commit 4212dcd.

* feat: Add filtering and sort to `tctl bots instances ls` (#60273)

* Fix missing `--format` flag

* Use v2 rpc

* Add `--search` flag

* Add `--query` flag

* Add `--sort-index` and `--sort-order` flags

* Remove `generation` and add `version` fields to output

* Allow enabling the auth cache for the test process

* Add list bot instances tests

* Sync join method access logic between tctl and web

* Access `authentication.JoinMethod` safely

* Unhide `--format` flag

* Simplify version header label

* Fallback to v1 ListBotInstances

* Refactor to remove use of `authclient.ClientI`

* A way better fallback implementation 🙌

* typo 🙄

* Refactor to single interface
# Conflicts:
#	tool/tctl/common/bots_command.go

* docs: Add filter, sort and format flags to `tctl bots instances ls` reference (#60508)

* docs: Add filter, sort and format fields to `tctl bots instances ls` reference

* Using consistent capitalization

Co-authored-by: Paul Gottschling <paul.gottschling@goteleport.com>

---------

Co-authored-by: Paul Gottschling <paul.gottschling@goteleport.com>

* feat: Add service health to `tctl bots instances ls|show` (#60316)

* Add `service_health` to bot instance protos

* Add aggregated service health to `show`

* Add services section to `show`

* Add health status column to `ls`

* Extra tabs are not welcome

* Handle zero services when aggregating health status
# Conflicts:
#	tool/tctl/common/bots_command.go

* MWI: Add `/webapi/.../machine-id/bot-instance/metrics` endpoint (#59896)

* Add `autoupdate_bot_instance_report` to the editor role preset

* Add `/webapi/.../machine-id/bot-instance/metrics` endpoint

* Add missing error check in test

* Better error message when metrics aren't ready

* Allow users with `bot_instance:list` to read the `autoupdate_bot_instance_report`

* Move update timestamp onto upgrade statuses object

* Fix predicate language function names

* Remove erroneous comment

* Fix tests

* Add `refresh_after_seconds` to metrics response

* Return an empty `upgrade_statuses` if there is no report

* Replace `exact_version` helper with simple `==` operator

* Use `trace.Aggregate` to return both auth errors

* feat: Bot instance upgrade status dashboard (#60019)

* Add plumbing for new metrics endpoint

* Align version compatibility logic

* Fix mocked responses in stories

* Add new dashboard component

* Wire-in dashboard component

* Fix lint

* Explain dynamic `refetchInterval`

* docs: `onFilterSelected`

* Use typography components from design package

* Fix `onFilterSelected` naming inconsistencies

* A better nbsp

* Remove "control plane" terminology

* Refactor `GetBotInstanceMetricsResponse` type

* Handle out-of-date proxy

* Make instance list messaging filter aware

* Update chart title to "version compatibility"

* Keep "Last updated x minutes ago" label current

* Oops, forgot to update the test

* Remove unused `TitleText`

* Change dashboard title to "insights"

* Version compatibility design changes

* Fix tests after copy change, oops

* feat: Bot instance service health (#60133)

* Add tabs to instance details

* Add `kind` to bot instance heartbeat proto

* Extend `GetBotInstanceResponse` type

* Add `InfoTab` component for Overview tab

* Add `HealthTab` component for Services tab

* Wire-up tabs content

* Use `join_attrs.meta` for join token fields

* Fix links style

* Fix handling of unspecified health status

* Fix tab spacing

* Remove tab tooltips

* Replace service item background

* Add zero services story

* Support tctl instance kind

* Fix styled links

* Fix test

* Fix bot instances story

* feat: Allow instances to be selectable from bot details (#60717)

* Make instance items selectable from bot details

* Add test

* Fix mocked calls in stories

* fix: Bot instance health status dot inconsistency (#60786)

---------

Co-authored-by: Dan Upton <daniel.upton@goteleport.com>
Co-authored-by: Paul Gottschling <paul.gottschling@goteleport.com>
nicholasmarais1158 added a commit that referenced this pull request Nov 18, 2025
* Alternate sort menu icons

* Titles and close button

* Yaml background colour

* Spacing

* Keyboard selectable list items

* Fix selected list item padding

* Default scroll bars for list

* Clarify delete bot messaging

* Simplify `onClick`

* Use `FlexProps` type

* Revert "Alternate sort menu icons"

This reverts commit 4212dcd.
nicholasmarais1158 added a commit that referenced this pull request Nov 18, 2025
* Alternate sort menu icons

* Titles and close button

* Yaml background colour

* Spacing

* Keyboard selectable list items

* Fix selected list item padding

* Default scroll bars for list

* Clarify delete bot messaging

* Simplify `onClick`

* Use `FlexProps` type

* Revert "Alternate sort menu icons"

This reverts commit 4212dcd.
mmcallister pushed a commit that referenced this pull request Nov 19, 2025
* Alternate sort menu icons

* Titles and close button

* Yaml background colour

* Spacing

* Keyboard selectable list items

* Fix selected list item padding

* Default scroll bars for list

* Clarify delete bot messaging

* Simplify `onClick`

* Use `FlexProps` type

* Revert "Alternate sort menu icons"

This reverts commit 4212dcd.
mmcallister pushed a commit that referenced this pull request Nov 20, 2025
* Alternate sort menu icons

* Titles and close button

* Yaml background colour

* Spacing

* Keyboard selectable list items

* Fix selected list item padding

* Default scroll bars for list

* Clarify delete bot messaging

* Simplify `onClick`

* Use `FlexProps` type

* Revert "Alternate sort menu icons"

This reverts commit 4212dcd.
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