OSAC-2921: Revise design — Metadata display_name + Markdown description

[udis]

Summary

Revises the OSAC-2921 PRD and design per review on osac#263 (jhernand):

1. metadata.title instead of metadata.display_name — matches existing per-type title fields (e.g. ClusterTemplate) and simplifies migration.
2. description is Markdown — clients that display it must render Markdown (with sanitization).
3. i18n — keep single canonical title/description for this enhancement; reserve proto fields 13–14 for future localized_titles / localized_descriptions maps.

Follow-up implementation

OSAC-3643 already shipped display_name on Metadata; OSAC-3644 persists that name. After this design PR merges, implementation must rename proto + SQL + DAO to title before further client binding.

Test plan

• Review Revision (2026-08-12) section in design.md
• Confirm PRD In/Out of Scope match the revision
• Confirm FieldDefinition.display_name / TemplateParameter.title remain excluded

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Summary by CodeRabbit

• Documentation
  • Clarified metadata requirements for display names and Markdown-formatted descriptions.
  • Documented that clients must safely sanitize and render Markdown.
  • Clarified the scope of localized fields and deferred internationalization support.
  • Added revision history and updated design and product metadata.

[openshift-ci-robot]

@udis: This pull request references OSAC-2921 which is a valid jira issue.

Warning: The referenced jira issue has an invalid target version for the target branch this PR targets: expected the feature to target the "5.0.0" version, but no target version was set.

Details

In response to this:

Summary

Revises the OSAC-2921 PRD and design per review on osac#263 (jhernand):

1. metadata.title instead of metadata.display_name — matches existing per-type title fields (e.g. ClusterTemplate) and simplifies migration.
2. description is Markdown — clients that display it must render Markdown (with sanitization).
3. i18n — keep single canonical title/description for this enhancement; reserve proto fields 13–14 for future localized_titles / localized_descriptions maps.

Follow-up implementation

OSAC-3643 already shipped display_name on Metadata; OSAC-3644 persists that name. After this design PR merges, implementation must rename proto + SQL + DAO to title before further client binding.

Test plan

• Review Revision (2026-08-12) section in design.md
• Confirm PRD In/Out of Scope match the revision
• Confirm FieldDefinition.display_name / TemplateParameter.title remain excluded

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• enhancements/OSAC-2921-metadata-display-name/prd.md

---

Walkthrough

The design and PRD clarify display_name, require sanitized Markdown rendering for description, defer localized Metadata maps, and update revision metadata.

Changes

Metadata contract clarification

Layer / File(s)	Summary
Design contract and rendering rules enhancements/OSAC-2921-metadata-display-name/design.md	The design standardizes display_name, requires clients to render metadata.description as sanitized Markdown, prohibits unsafe execution contexts, and records the revision.
PRD requirements alignment enhancements/OSAC-2921-metadata-display-name/prd.md	The PRD applies Markdown and sanitization requirements to description, excludes localized Metadata maps, updates user stories, and records revision 0.7.1.

Estimated code review effort: 1 (Trivial) | ~5 minutes

Merge Risk: ⚪ Minimal · up to 3d269

This documentation-only change is merge-ready after normal checks and review; no actionable merge-blocking risk remains.

Suggested reviewers: rgolangh, omer-vishlitzky

🚥 Pre-merge checks | ✅ 10 | ❌ 1

❌ Failed checks (1 warning)

Check name	Status	Explanation	Resolution
Ai-Attribution	⚠️ Warning	AI use is disclosed by “Made with Cursor”; PR commits include Assisted-by Claude Code but also prohibited Co-authored-by: Cursor trailers.	Remove the AI Co-authored-by trailers and retain an allowed Assisted-by or Generated-by trailer for each AI-assisted commit.

✅ Passed checks (10 passed)

Check name	Status	Explanation
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title clearly and concisely identifies the design revision and its two main changes: metadata.display_name and Markdown descriptions.
Docstring Coverage	✅ Passed	No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check	✅ Passed	Check skipped because no linked issues were found for this pull request.
No-Hardcoded-Secrets	✅ Passed	The PR changes only two Markdown documents. Added-line scanning found no secret assignments, private-key material, embedded URL credentials, or base64 blobs over 32 characters.
No-Weak-Crypto	✅ Passed	The PR changes only two Markdown documents. Added-line scans found no MD5, SHA1, DES, RC4, Blowfish, ECB, crypto API, or secret-comparison usage.
No-Injection-Vectors	✅ Passed	The commit changes only prd.md prose. Added lines contain no SQL concatenation, shell=True, eval/exec, pickle.loads, unsafe yaml.load, os.system, or dangerouslySetInnerHTML patterns.
Container-Privileges	✅ Passed	The full PR diff changes only two Markdown documents; it adds no container/Kubernetes manifests or privileged, host namespace, SYS_ADMIN, or root-escalation settings.
No-Sensitive-Data-In-Logs	✅ Passed	The PR changes only two Markdown proposal documents; the added lines contain no logging code, log statements, credentials, tokens, PII, hostnames, or customer data.

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[github-actions]

AI EP Review: EP-206

Score: 10/10 | Verdict: PASS

Criterion	Score	Notes
WHAT (clear need)	2/2	Clear user-facing need: standardized title and Markdown description fields on shared Metadata, consolidation of 12 inconsistent per-type fields, and filter/sort support. All four canonical personas (Cloud Provider Admin, Cloud Infrastructure Admin, Tenant Admin, Tenant User) have dedicated headings with specific user stories. Affected resource types are explicitly enumerated. Cross-service scope is inherent and correctly not broken down by service since Metadata applies universally.
WHY (justification)	2/2	Concrete justification: the Problem Statement names the specific pain — DNS-label format constraint makes metadata.name unsuitable for user-friendly display, and per-type title/description fields are inconsistent across types with some having no friendly-name support at all. Clear causal chain from constraint to user impact. Extensive traceability references to clarification answers and PR review decisions reinforce stakeholder-validated need.
User-Facing Focus	2/2	Describes only user-observable outcomes: API field names (metadata.title, metadata.description), max lengths, mutability/clearability, Markdown format, filter/sort capability. No controllers, reconcilers, playbooks, finalizers, or internal conditions mentioned. One minor note: Out of Scope references 'design reserves proto field numbers' for i18n deferral, which is slightly implementation-aware but explains scope exclusion rather than prescribing implementation.
Right-Sized	2/2	Focused and economical. The three capabilities (add shared Metadata fields, remove per-type fields, filter/sort by title) are interdependent and cannot ship independently. The document is concise with no section restating another. Template-compliant structure with no non-template sections. No unsourced numeric thresholds (max lengths are traceable to clarification references). No near-duplicate stories within the same persona.
Testability	2/2	Every requirement is verifiable by a PM or QA engineer using the product: create resources with title/description and verify persistence; update and clear fields via update_mask; filter and sort by metadata.title; verify old per-type title fields are removed from 12 types. All testable through API, CLI, or UI without reading code.

Verdict: A well-structured, focused PRD that clearly describes a user-facing capability (standardized title/description on Metadata), covers all four canonical personas with specific stories, stays free of design leakage, and produces entirely testable requirements.

Feedback: This is a strong PRD. The one minor improvement opportunity is in the Out of Scope section: 'design reserves proto field numbers for future localized maps' is slightly implementation-aware — consider rewording to 'multi-locale support is deferred to a follow-up feature' to keep the PRD fully user-facing. The Problem Statement, while concrete, could also be marginally strengthened by naming a business consequence (e.g., 'making it harder for admins to manage resources at scale') beyond the technical constraint.

Critical (0)

None.

Important (0)

None.

Suggestions (2)

1. Out of Scope's i18n deferral item ('design reserves proto field numbers for future localized maps') is slightly implementation-aware. Consider rewording to focus on the user-facing scope boundary: 'Multi-locale / i18n Metadata support is deferred to a follow-up feature; this feature provides single canonical title and description only.'
2. The Problem Statement names the technical pain (DNS-label constraint, inconsistent fields) but could be marginally strengthened by stating the user or business consequence, e.g., 'making it harder for users to identify and organize resources at scale.'

---

Review cost

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Active time: 2m 43s
API calls: 0

[github-actions]

AI Design Review: EP-206

Score: 8/8 | Verdict: PASS

Criterion	Score	Notes
Feasibility	2/2	Deep implementation detail throughout. Proto schemas are fully specified with field numbers (11, 12), buf.validate constraints (max_len: 63, max_len: 256), and reserved fields (13, 14) for future i18n. SQL migration DDL is concrete (ALTER TABLE ADD COLUMN with NOT NULL DEFAULT). All lifecycle operations covered: Create with validation, Update with update_mask and clear-to-empty, List with filter (CEL) and order (parsed SQL-like tokens with allowlist). Failure table covers 5 specific scenarios wi
Testability	2/2	Test plan specifies concrete scenarios at each level. Unit: protovalidate length boundaries (0-63, 0-256, reject longer), GenericDAO CRUD round-trips including clear-to-empty, FilterTranslator CEL translation, order parsing with rejection of unknown fields, secondary sort key appending. Integration: create with title on 3 representative types, list with filter and order, update clear, stable pagination with duplicate values. E2E: catalog item lifecycle migration, BMaaS fixture updates, represent
Scope	2/2	Summary is concise and complete (what, why, key capabilities). PRD referenced via frontmatter prd field. Non-goals are specific: display behavior deferred to clients (D9), TemplateParameter/FieldDefinition fields excluded (D3), field number divergence tracked separately, full i18n deferred with reserved fields. Five real alternatives analyzed with pros/cons/rejection rationale (display_name vs title, full i18n maps, keep flat-shape, JSON-only storage, backend auto-populate). Relevant cross-cutti
Architecture	2/2	All OSAC patterns followed. Fields are added to shared Metadata (not a new CRD), so tenant isolation and owner-reference annotations are inherited automatically; design explicitly confirms this. Proto schemas use standard field numbering with buf.validate constraints. Spec/status ownership is correct (user-controlled Metadata fields). Dependencies enumerated across fulfillment-service layers (proto, GenericDAO, FilterTranslator, servers, CLI tables, migration) plus cross-repo impacts (osac-test-

Verdict: A thorough and well-structured design revision that follows all OSAC architectural patterns, provides deep implementation detail with full proto schemas and SQL DDL, cleanly scoped with five real alternatives, and specifies concrete test scenarios at every level.

Feedback: The migration backfill rules should explicitly document precedence when a resource theoretically has both a flat title and spec.title path — even if each resource type only uses one, the migration SQL should state the assumption or handle the conflict. The OSAC-3643 dependency (display_name already shipped on Metadata and must be renamed to title) is mentioned as an implementation note but should be tracked more prominently as a blocking prerequisite, since further client binding is unsafe until the rename lands. Consider whether 256 characters is sufficient for Markdown descriptions given that Markdown formatting consumes characters; if the limit was inherited from pre-Markdown plain-text descriptions, document the rationale explicitly.

Critical (0)

None.

Important (2)

1. Migration backfill rules (data backfill table) list both title (flat) and spec.title as sources for the Metadata title column but do not specify precedence if a resource row has both paths populated in its data JSONB — the assumption that each type uses only one path should be stated explicitly, or the migration SQL should define a fallback order.
2. OSAC-3643 shipped display_name on public/private Metadata before this revision; the design mentions it as an implementation note but does not list it as a blocking dependency in the Dependencies or Risks sections — if a client binds to display_name before the rename to title lands (OSAC-3644), the rename becomes a second breaking change.

Suggestions (3)

1. The 256-character max_len for description was carried forward from the pre-Markdown era; now that description is formally Markdown, consider whether this limit accommodates meaningful formatted content (a few Markdown headers + a short list can easily exceed 256 characters) — if the limit is intentional, document the rationale.
2. The Observability and Monitoring section is minimal ('no new metrics or dashboards') — consider whether migration-time truncation counts should be emitted as a metric rather than only as log warnings, to help operators detect data loss at scale.
3. The Version Skew Strategy covers old-client/new-server and new-client/old-server but does not address the intermediate state where OSAC-3643's display_name column exists but the rename to title has not yet been applied — document the expected behavior during this transition window.

---

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Model: claude-opus-4-6
Cost: $0.5872
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Cache: 352.1k read
Active time: 2m 12s
API calls: 0

[jhernand]

Looks good in general, but I think we should not reserve fields or assume that internationalization will be implemented using those "localied_..." fields.

[jhernand]

I think that reserving or not reserving fields doesn't belong in a design. Actually I don't think we should reserve fields at all because I don't think that adding "localized_titles" or "localized_descriptions" is the right way to implement this.

[udis]

Done — no reserved localized fields; i18n deferred.

[jhernand]

Do not reserve fields.

[udis]

Done.

[udis]

Updated: keep metadata.display_name, Markdown MUST for description, no localized-map field reservations.

[github-actions]

AI EP Review: EP-206

Score: 10/10 | Verdict: PASS

Criterion	Score	Notes
WHAT (clear need)	2/2	The PRD describes a clear new platform capability: adding shared display_name and Markdown description fields to resource Metadata across all OSAC resource types, consolidating 12 per-type fields. Four personas are identified (Cloud Provider Admin, Cloud Infrastructure Admin, Tenant Admin, Tenant User) with targeted user stories for each.
WHY (justification)	2/2	Strong business justification: metadata.name is constrained to DNS-label format, preventing users from giving resources natural-language names. The pain is concrete — users across all personas cannot easily identify, audit, or search for resources by human-readable labels.
User-Facing Focus	2/2	Requirements are expressed in user-observable terms: field names are part of the API surface users interact with, max character limits are user-facing constraints, and Markdown rendering is a client requirement. No internal implementation details (controllers, reconcilers, database schemas) leak into the PRD — those are properly confined to the design document.
Right-Sized	2/2	Tightly coupled scope: the two new shared Metadata fields, removal of 12 redundant per-type fields, data migration, and filtering/sorting by display_name all depend on each other to deliver a coherent capability. The revision correctly scopes out i18n as independent future work.
Testability	2/2	All requirements are verifiable by PM/QA: create/update resources with display_name and description, verify max-length constraints (63 and 256 characters), confirm mutability and clearability, test filter/sort by display_name, verify old per-type fields are removed, and confirm description renders as Markdown in UI/CLI.

Verdict: The revised PRD is well-structured with clear user-facing requirements, strong persona coverage, and tightly scoped capabilities — the revision sharpens the Markdown contract and explicitly defers i18n.

Feedback: The PRD revision itself is clean and well-motivated. However, the PR description body contradicts the actual diff in two material ways: (1) it says the revision renames to metadata.title but the diff keeps display_name, and (2) it says to reserve proto fields 13-14 for i18n but the diff explicitly says not to reserve them. Update the PR body to match the actual changes before merging to avoid confusing reviewers. Minor: consider adding acceptance criteria as an explicit section to make the testability even more concrete for QA handoff.

Critical (1)

1. PR description body contradicts the actual diff: body says rename to metadata.title but the revision section in design.md says 'Keep Metadata friendly label as display_name (not title)'. Body says 'reserve proto fields 13-14 for future localized maps' but the revision says 'do not reserve proto fields for them in this enhancement'. The PR body must be updated to match the actual content before merge.

Important (0)

None.

Suggestions (2)

1. Consider adding an explicit Acceptance Criteria section to the PRD to make the testability contract even clearer for QA handoff — the current user stories imply testable behavior but don't enumerate pass/fail conditions.
2. The revision provenance line in prd.md references 'osac#263' — consider using the full URL for traceability since readers outside the workspace may not resolve shorthand references.

---

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[coderabbitai]

Actionable comments posted: 1

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Inline comments:
In `@enhancements/OSAC-2921-metadata-display-name/prd.md`:
- Line 17: Update the shared Metadata field definition for description to
explicitly require clients to sanitize untrusted Markdown before rendering, and
apply the same wording consistently to the corresponding repeated definitions.

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• enhancements/OSAC-2921-metadata-display-name/design.md
• enhancements/OSAC-2921-metadata-display-name/prd.md

[github-actions]

AI Design Review: EP-206

Score: 7/8 | Verdict: PASS

Criterion	Score	Notes
Feasibility	2/2	All three revision decisions are technically sound and implementable. Keeping display_name avoids a disruptive rename of an already-shipped field (OSAC-3643). Making description explicitly Markdown requires no server-side changes — the proto field remains an opaque string with length validation; the contract change is purely client-side. Deferring i18n without reserving proto fields is pragmatic since field numbers can be allocated later.
Testability	1/2	The revision upgrades description from 'may treat as Markdown' to 'MUST render as Markdown (with safe sanitization)' but does not add acceptance criteria for this new MUST requirement. How should compliance be verified? What constitutes 'safe sanitization' — is there a reference allowlist? Which Markdown spec (CommonMark, GFM)? The base design may cover server-side validation testing, but the client-side rendering contract introduced by this revision lacks corresponding test guidance.
Scope	2/2	Well-defined and appropriately sized. The revision tightens scope in three clear ways: keeps existing naming (no disruptive rename), clarifies Markdown semantics (contract clarification, not expansion), and explicitly defers i18n/localized maps as out-of-scope in both PRD and design. The PRD out-of-scope section is updated consistently with the design revision.
Architecture	2/2	Sound architectural decisions. The separation of concerns is clean: server validates length only, clients interpret and render content. Keeping display_name maintains consistency with the already-shipped implementation. Not reserving proto fields for i18n avoids premature commitment — proto field numbers are cheap to allocate later. The security model (server stores untrusted input, clients must sanitize) is maintained and strengthened.

Verdict: A well-scoped, architecturally sound revision that makes pragmatic design decisions, held back slightly by the absence of testability criteria for the new Markdown rendering MUST requirement and a misleading PR description that contradicts the actual changes.

Feedback: The PR description lists three changes but two are the opposite of what the design actually says: it claims a rename to metadata.title and reserving proto fields 13-14 for i18n, while the design explicitly keeps display_name and defers field reservations. Update the PR description to match the actual revision. Additionally, the new MUST requirement for Markdown rendering should include specific acceptance criteria — at minimum, name the Markdown spec (e.g., CommonMark), define what 'safe sanitization' means concretely (e.g., a reference allowlist of permitted HTML elements), and note how client compliance will be verified.

Critical (1)

1. PR description contradicts the design content: the body claims (1) rename to metadata.title and (2) reserve proto fields 13-14 for i18n, but the design revision explicitly (1) keeps display_name and (2) says 'do not reserve proto fields.' Reviewers relying on the PR description will get the wrong impression of the actual decisions.

Important (2)

1. The MUST requirement for Markdown rendering of metadata.description lacks acceptance criteria. The revision strengthens the contract from 'may treat as Markdown' to 'MUST render as Markdown (with safe sanitization)' without specifying: which Markdown spec applies (CommonMark? GFM?), what the sanitization allowlist should include, or how client compliance will be tested.
2. The 256-character max_len for a Markdown description field is quite short for meaningful Markdown content (headings, lists, links consume characters quickly). Consider whether this limit was validated against realistic Markdown usage or whether it was inherited from a plain-text assumption.

Suggestions (2)

1. Consider adding a brief 'Markdown profile' section or reference that names the subset of Markdown supported and provides a concrete sanitization example (e.g., 'strip all HTML tags except , , , , , , ; reject javascript: URLs').
2. Add a revision changelog entry format in the design template guidance so future revisions are tracked consistently — this revision does it well with the 'Revision (date)' section and footer, which could become a convention.

---

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Cost: $0.6174
Tokens: 16 in / 5.2k out
Cache: 665.8k read
Active time: 2m 10s
API calls: 0

[github-actions]

AI EP Review: EP-206

Score: 10/10 | Verdict: PASS

Criterion	Score	Notes
WHAT (clear need)	2/2	Clear new product capability: two shared Metadata fields (display_name, Markdown description) across all OSAC resource types, with filtering/sorting and consolidation of 12 per-type title/description fields. Four personas covered with concrete user stories.
WHY (justification)	2/2	Solid business justification: metadata.name is constrained to DNS-label format, which forces users to work with machine-style identifiers. Users across all personas need human-friendly names and descriptions for resource identification and organization.
User-Facing Focus	2/2	PRD describes user-observable outcomes (set friendly names, filter/sort, Markdown descriptions) without prescribing implementation internals. The single mention of 'proto fields' is in an Out of Scope exclusion context, not a design prescription. Character limits, mutability, and clearability are product-level constraints, not implementation details.
Right-Sized	2/2	Tightly scoped to one coherent capability — metadata display naming — with clear exclusions (identity unchanged, display behavior deferred to UX, template parameters excluded, i18n deferred). All in-scope items depend on each other to deliver the feature.
Testability	2/2	Requirements are verifiable by PM/QA: set display_name up to 63 chars, set Markdown description up to 256 chars, filter and sort by display_name, update and clear both fields, confirm 12 listed resource types lose separate title/description fields. Markdown rendering requirement is observable in UI/CLI.

Verdict: Well-structured PRD with clear user-facing capability, concrete personas, and verifiable requirements; the revision tightens the Markdown contract and scoping without introducing weaknesses.

Feedback: The PR body states the field is being renamed to 'metadata.title', but the actual diff keeps 'display_name' — update the PR description to match the code to avoid reviewer confusion. Consider adding a brief note about what filtering semantics are expected (exact match, substring, case-insensitive) to strengthen testability for QA.

Critical (0)

None.

Important (1)

1. PR body contradicts the diff: the description says 'metadata.title instead of metadata.display_name' but the actual changes keep display_name. This will confuse reviewers and should be corrected before merge.

Suggestions (2)

1. The In Scope item 'Filtering and sorting by display_name' could specify expected semantics (exact, substring, case-insensitive) to give QA clearer acceptance criteria.
2. The out-of-scope mention of 'reserve proto fields' is minor design leakage — consider rephrasing to 'localized name/description maps deferred to a future enhancement' without referencing proto field numbers.

---

Review cost

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Cache: 808.4k read
Active time: 2m 27s
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[github-actions]

AI Design Review: EP-206

Score: 7/8 | Verdict: PASS

Criterion	Score	Notes
Feasibility	2/2	All three changes are technically straightforward and implementable. display_name is already shipped (OSAC-3643/3644). Markdown rendering is a well-understood client responsibility with no server-side changes needed. Dropping i18n field reservations simplifies the proto. No blockers.
Testability	1/2	The Markdown MUST-render requirement is testable in principle but the design does not specify what constitutes 'safe sanitization' — no allowlisted HTML tags/attributes, no URL scheme restrictions, no reference sanitization library. This makes it hard to write definitive pass/fail test cases for client compliance. The PR's own test plan is just three verification checkboxes with no Markdown-specific test scenarios.
Scope	2/2	Scope is well-defined and appropriately sized: three precise changes (naming decision, Markdown semantics, i18n deferral) with clear out-of-scope boundaries. No scope creep. Each change traces to review feedback from osac#263.
Architecture	2/2	Follows established OSAC metadata patterns. Proto field definitions maintain buf.validate constraints. Security model correctly treats description as untrusted user input with client-side sanitization responsibility. Consistent with the existing shared-Metadata architecture.

Verdict: A focused, well-scoped design revision that solidifies naming and Markdown semantics; testability is slightly weakened by the lack of a concrete Markdown sanitization specification for client compliance validation.

Feedback: Define what 'safe sanitization' means concretely: specify an allowlist of HTML elements/attributes (or reference a standard like GitHub Flavored Markdown's sanitization), and list disallowed URL schemes (javascript:, data:, vbscript:). This turns the MUST requirement into something clients can test against. Also, the PR description contradicts the design content — it says 'metadata.title instead of metadata.display_name' and 'reserve proto fields 13-14' while the design keeps display_name and explicitly defers field reservations. Update the PR body to match the actual revision.

Critical (0)

None.

Important (2)

1. PR description contradicts design content: PR body says rename to 'title' and reserve proto fields 13-14, but design revision keeps 'display_name' and explicitly says 'do not reserve proto fields'. One of these is wrong — update the PR body to match the actual design decisions.
2. Markdown sanitization requirement lacks a concrete specification. The design says clients MUST sanitize but does not define which HTML elements/attributes are allowed, which URL schemes are blocked, or reference a standard sanitization profile. Without this, client teams cannot write deterministic compliance tests.

Suggestions (2)

1. Consider adding a brief 'Client Compliance Checklist' subsection under Security Considerations that lists the minimum sanitization behaviors (e.g., strip , strip event handlers, allowlist URL schemes to http/https/mailto only, limit HTML to inline formatting elements).
2. The max_len of 256 for a Markdown description may be too short for meaningful Markdown content (headers, lists, links consume characters quickly). Validate this limit against real-world usage patterns from the existing per-resource description fields before finalizing.

---

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