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layer5iolayer5io/docs/proposals/claude.md

docs / proposals

CLAUDE.md101 starsChanged 4 months agoApache-2.0View on GitHub

Documentation Framework: DiΓ‘taxis (Tutorials, How-To Guides, Explanations, Reference) Status Indicators: - πŸ†• [NEW] - Page needs to be created - ✏️ [REVISION] - Existing page needs significant improvement - βœ… [EXISTING] - Page exists and is adequate - πŸ”— [EXTERNAL] - Links to external resource Purpose: Linear, hands-on lessons that guarantee success for newcomers Purpose: Step-by-step instructions to accomplish specific tasks

We split this claude.md into the rules it gives an agent

4 rules. About 0 are common, 4 are distinctive, and 0 are very specific to this project.

  • β‰ˆ0

    Common Β· estimate

    Many files like this have a rule of this kind.

  • β‰ˆ4

    Distinctive Β· estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Add components from the catalog

    line 170
  2. Distinctive:

    Create a new view

    line 259
  3. Distinctive:

    Use cases for each level

    line 444
  4. Distinctive:

    All features from the CSV mapped to tiers

    line 560

β‰ˆ β€œCommon” is an estimate: at least 1 in 5 of the 25,680 CLAUDE.md files we read have a rule of the same kind, not the same words. β€œVery specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
claude.md

Layer5 Cloud Documentation: Comprehensive Information Architecture

Framework & Principles

Documentation Framework: DiΓ‘taxis (Tutorials, How-To Guides, Explanations, Reference)

Status Indicators:

  • πŸ†• [NEW] - Page needs to be created
  • ✏️ [REVISION] - Existing page needs significant improvement
  • βœ… [EXISTING] - Page exists and is adequate
  • πŸ”— [EXTERNAL] - Links to external resource

1. Getting Started (Tutorials)

Purpose: Linear, hands-on lessons that guarantee success for newcomers

1.1 Introduction

  • What is Layer5 Cloud? βœ…
    • Platform overview and value proposition
    • Cloud vs. Self-Hosted Meshery comparison
    • Architecture overview (Cloud, Server, Adapters, UI)
  • Core Concepts at a Glance πŸ†•
    • Organizations, Teams, and Workspaces
    • Designs, Patterns, and the Catalog
    • Environments and Connections

1.2 Quick Start Tutorials

Tutorial 1: Your First Design

  • Prerequisites πŸ†•
  • Step 1: Create Your Account ✏️
  • Step 2: Connect Your First Cluster ✏️
  • Step 3: Import a Sample Design πŸ†•
  • Step 4: Deploy to Your Cluster πŸ†•
  • What You've Learned πŸ†•

Tutorial 2: Team Collaboration Basics

  • Step 1: Create an Organization ✏️
  • Step 2: Set Up Your First Team ✏️
  • Step 3: Invite a Team Member ✏️
  • Step 4: Share and Collaborate on a Design πŸ†•
  • Step 5: Review Changes with Comments πŸ†•

Tutorial 3: From Design to Production

  • Step 1: Create a Multi-Environment Workspace πŸ†•
  • Step 2: Set Up Development Environment πŸ†•
  • Step 3: Validate Your Design πŸ†•
  • Step 4: Promote to Staging πŸ†•
  • Step 5: Deploy to Production πŸ†•

1.3 Next Steps

  • Explore the Academy πŸ”—
    • Link to Learning Paths
    • Link to Challenges
    • Link to Certifications
  • Join the Community βœ…

2. How-To Guides (Task-Oriented)

Purpose: Step-by-step instructions to accomplish specific tasks

2.1 Account & Profile Management

Your Profile

  • View and Edit Your Profile ✏️
  • Update Your Notification Preferences βœ…
  • Connect Social Accounts (GitHub, Google) βœ…
  • Manage Your Sessions βœ…
  • Reset Your Password βœ…
  • Delete Your Account βœ…

Billing & Subscriptions

  • View Your Subscription Plan βœ…
  • Upgrade or Downgrade Your Plan βœ…
  • Compare Plan Features βœ…
  • View and Download Invoices πŸ†•
  • Update Payment Methods πŸ†•
  • Set Up Invoice Billing (Enterprise) πŸ†•

2.2 Organizations & Teams

Organization Management

  • Create an Organization βœ…
  • Edit Organization Settings ✏️
    • Organization name and description
    • Custom domain configuration
    • White labeling (Enterprise)
  • Manage Organization Members πŸ†•
    • View all members
    • Assign organization-level roles
    • Remove members
  • Configure Organization-Wide Settings πŸ†•
    • Default permissions
    • Security policies
    • Integration settings
  • Transfer Organization Ownership πŸ†•
  • Delete an Organization βœ…
  • Leave an Organization ✏️

Team Management

  • Create a Team βœ…
  • Edit Team Details ✏️
  • Invite Users to a Team βœ…
    • Email invitations
    • Open invite links
  • Add Existing Users to a Team βœ…
  • Remove Users from a Team βœ…
  • Assign Team Roles πŸ†•
  • Delete a Team ✏️
  • Leave a Team πŸ†•

User Management

  • View All Users in Your Organization πŸ†•
  • Create User Accounts Directly πŸ†•
  • Edit User Profiles and Roles πŸ†•
  • Deactivate or Delete User Accounts πŸ†•
  • View User Activity and Audit Logs πŸ†•

2.3 Workspace & Environment Management

Workspaces

  • Create a Workspace βœ…
  • Configure Workspace Settings πŸ†•
  • Assign Teams to Workspaces βœ…
  • Assign Environments to Workspaces βœ…
  • Assign Designs to Workspaces βœ…
  • Remove Resources from Workspaces βœ…
  • Delete a Workspace βœ…

Environments

  • Create an Environment ✏️
  • Assign Connections to an Environment πŸ†•
  • Remove Connections from an Environment πŸ†•
  • Edit Environment Details πŸ†•
  • Delete an Environment βœ…

Connections

  • Connect a Kubernetes Cluster πŸ†•
  • View All Connections πŸ†•
  • Change Connection State πŸ†•
  • Register Discovered Resources πŸ†•
  • Flush MeshSync Data πŸ†•
  • Delete a Connection πŸ†•
  • Manage Multiple Clusters πŸ†•

2.4 Designing with Kanvas

Creating and Managing Designs

  • Create a New Design βœ…
  • Import a Design βœ…
    • From Kubernetes Manifest
    • From Helm Chart
    • From Docker Compose
    • From Design (YAML)
    • From Design (OCI Image)
    • From GitHub Repository (Enterprise)
    • From Local Filesystem
  • Save Your Design πŸ†•
  • Edit Design Details βœ…
  • Delete a Design πŸ†•
  • Clone a Design from the Catalog βœ…

Visual Design Tools

  • Using the Drag-and-Drop Designer βœ…
  • Working with Components βœ…
    • Add components from the catalog
    • Configure component properties
    • Style components (colors, icons, sizes)
    • Lock/unlock components
    • Clone and copy components
    • Delete components
  • Creating Relationships πŸ†•
    • Hierarchical relationships
    • Edge-based relationships
    • Configure edge handles
  • Whiteboarding Features βœ…
    • Drawing freeform shapes (Pencil mode)
    • Creating connections (Pen mode)
    • Adding text and annotations
    • Using layers to organize elements
  • Layout and Organization πŸ†•
    • Auto-arrange components
    • Manual positioning
    • Grouping and ungrouping
    • Configure visible layers
  • Design Actions πŸ†•
    • Undo and Redo
    • Screenshot canvas
    • View help center

Design Collaboration

  • Collaborate in Real-Time πŸ†•
  • Add and Manage Comments βœ…
    • Add inline comments
    • Reply to comment threads
    • Resolve and reopen comments
    • Delete comments
    • Configure comment styles
  • Share a Design βœ…
    • Share within organization
    • Share with specific users
    • Generate public share links
  • Manage Design Collaborators πŸ†•
    • Invite collaborators to public designs
    • Invite collaborators to private designs (Enterprise)
    • Set collaborator permissions

Exporting and Publishing

  • Export a Design βœ…
    • As Design (YAML)
    • As Design (OCI Image)
    • As source format (K8s, Helm, Docker Compose)
    • As PNG snapshot (Enterprise)
    • Embed in webpage
  • Publish a Design to the Catalog βœ…
  • Unpublish a Design βœ…
  • Download a Design πŸ†•

2.5 Catalog Management

Browsing the Catalog

  • Explore the Catalog βœ…
  • View Public Designs βœ…
  • View Published Designs βœ…
  • View Private Designs βœ…
  • Filter and Search Catalog Content πŸ†•

Catalog Operations

  • Clone a Design from the Catalog βœ…
  • Open a Design in Playground βœ…
  • Share a Catalog Design βœ…
  • Deploy a Catalog Design βœ…

Catalog Administration (Enterprise)

  • View Catalog Publication Requests βœ…
  • Approve Catalog Requests βœ…
  • Deny Catalog Requests βœ…
  • Manage Catalog Content πŸ†•
    • Edit catalog item details
    • Unpublish catalog items
    • Delete catalog items

2.6 Operations & Lifecycle Management

Deployment Operations

  • Validate a Design βœ…
  • Run a Dry-Run Deployment πŸ†•
  • Deploy a Design to Kubernetes βœ…
  • Undeploy a Design βœ…
  • Monitor Deployment Status πŸ†•

Viewing and Managing Infrastructure

  • View Cluster Resources in Operator βœ…
  • Create and Manage Views βœ…
    • Create a new view
    • Open an existing view
    • Save view changes
    • Share views
    • Clone views
    • Export views
    • Delete views
  • Assign Views to Workspaces βœ…
  • View Component Details πŸ†•
  • View Observability Metrics πŸ†•
  • Access Interactive Terminal πŸ†•
  • Stream Container Logs πŸ†•

2.7 Performance & Testing

Performance Testing

  • Create a Performance Profile πŸ†•
  • Run a Performance Test πŸ†•
  • View Test Results πŸ†•
  • Edit Performance Tests πŸ†•
  • Delete Performance Tests πŸ†•
  • Select Performance Profiles in Visualizer πŸ†•
  • Schedule Recurring Tests πŸ†•
  • Compare Test Results Over Time πŸ†•

Conformance Testing

  • Run Service Mesh Conformance Tests πŸ†•
  • View Conformance Results πŸ†•

2.8 Security & Access Control

Security Overview

  • View Security Dashboard βœ…

Sessions & Authentication

  • View Active Sessions βœ…
  • Logout from a Session βœ…
  • Configure OAuth Authentication βœ…
  • Set Up SSO (Enterprise) πŸ†•
    • SAML configuration
    • LDAP integration
    • Azure AD integration

Tokens & API Keys

  • Create API Tokens βœ…
  • View and Manage Tokens βœ…
  • Download Tokens βœ…
  • Revoke Tokens βœ…
  • Manage API Keys πŸ†•

Credentials Management

  • View Stored Credentials πŸ†•
  • Add New Credentials πŸ†•
  • Edit Credentials πŸ†•
  • Delete Credentials πŸ†•

Keychains & Permissions

  • Understanding Default Keychains βœ…
    • User View
    • User Management
    • Team View
    • Team Management
    • Organization Management
    • Event Management
    • Security Management
  • Create Custom Keychains (Enterprise) πŸ†•
  • Assign Keychains to Roles βœ…
  • Edit Keychain Permissions πŸ†•
  • Delete Custom Keychains πŸ†•

Roles & Access Requests

  • View and Assign Built-in Roles βœ…
  • Create Custom Roles (Enterprise) πŸ†•
  • Update Custom Roles (Enterprise) πŸ†•
  • Delete Custom Roles (Enterprise) πŸ†•
  • Export Custom Roles (Enterprise) πŸ†•
  • Manage Access Requests (Enterprise) πŸ†•
    • View pending requests
    • Approve access requests
    • Deny access requests

2.9 GitOps & CI/CD Integration

GitHub Integration

  • Install the Layer5 GitHub App πŸ†•
  • Configure Snapshot Generation βœ…
  • View Snapshots in Pull Requests βœ…
  • Trigger GitHub Actions πŸ†•

Other Git Providers

  • Set Up GitLab Integration πŸ†•
  • Set Up Bitbucket Integration πŸ†•

Continuous Delivery

  • Integrate with Argo CD πŸ†•
  • Integrate with Flux πŸ†•

2.10 Observability & Monitoring

Metrics & Dashboards

  • Connect Prometheus πŸ†•
  • Connect Grafana πŸ†•
  • View Service Metrics πŸ†•
  • Create Custom Dashboards πŸ†•

Events & Notifications

  • View the Notification Center βœ…
  • Configure Notification Preferences βœ…
  • Set Up Event Webhooks πŸ†•
  • Configure Slack Notifications πŸ†•
  • Configure Email Alerts πŸ†•

Incident Management

  • View Event Statistics πŸ†•
  • View Event Summary πŸ†•
  • Access Audit Logs (Enterprise) πŸ†•
  • Configure Alert Suppression πŸ†•
  • Set Up Alert Correlation πŸ†•

2.11 Academy (Enterprise)

For Learners

  • Browse Learning Paths πŸ†•
  • Take Challenges πŸ†•
  • Earn Certifications πŸ†•
  • Track Your Progress πŸ†•

For Instructors & Content Creators

  • Access the Instructor Console πŸ†•
  • Create a Learning Path πŸ†•
  • Create a Challenge πŸ†•
  • Create a Certification πŸ†•
  • Create Assessments and Quizzes πŸ†•
  • Monitor Learner Progress πŸ†•
  • Analyze Test Performance πŸ†•
  • Manage Academy Content πŸ†•

2.12 Self-Hosted & Enterprise Deployment

Installation & Setup

  • Deploy Layer5 Cloud with Helm βœ…
  • Configure PostgreSQL βœ…
  • Configure Hydra βœ…
  • Set Up Custom Domain βœ…

White Labeling

  • Customize Branding βœ…
  • Configure Custom Logos πŸ†•
  • Set Custom Colors and Themes πŸ†•
  • Manage Organization Recognition Badges πŸ†•

Administration

  • Manage Self-Hosted Invitations πŸ†•
  • Configure Webhooks πŸ†•
  • Reset the Database πŸ†•
  • View System Settings πŸ†•

3. Explanations (Concept-Oriented)

Purpose: Deepen understanding of the "why" and "what"

3.1 Platform Architecture

  • Layer5 Cloud Architecture Overview πŸ†•
    • Cloud services
    • Meshery Server
    • Adapters
    • UI/UX Layer
    • Data flow and communication
  • MeshSync: Discovery and Synchronization πŸ†•
    • How MeshSync works
    • Configurable discovery
    • Tiered discovery approach
    • Model registration
  • The Extensibility Model πŸ†•
    • WASM plugins
    • Custom integrations
    • Extension points

3.2 Identity & Access Management Concepts

  • Organizations, Teams, and Workspaces Explained πŸ†•
    • Hierarchy and relationships
    • Use cases for each level
    • Multi-tenancy model
  • Environments: Organizing Your Infrastructure πŸ†•
    • Development, staging, production
    • Connection management
    • Environment isolation
  • Understanding RBAC in Layer5 Cloud πŸ†•
    • Role-based access control principles
    • Built-in roles vs. custom roles
    • Permission inheritance
  • The Entitlements System πŸ†•
    • Keychains and keys
    • Fine-grained permissions
    • Subscription tier differences
  • Authentication Methods πŸ†•
    • OAuth (GitHub, Google)
    • SSO (SAML, LDAP, Azure AD)
    • API tokens and keys

3.3 Design & Configuration Management

  • What is a Design? πŸ†•
    • Design file structure
    • YAML schema
    • OCI image format
  • Patterns vs. Designs πŸ†•
    • Reusable patterns
    • Design templates
    • Pattern composition
  • Understanding Models and Components πŸ†•
    • Meshery Models
    • Component definitions
    • Component properties
  • Relationships in Kanvas πŸ†•
    • Hierarchical relationships
    • Edge-based relationships
    • Semantic relationships
  • Design Validation πŸ†•
    • Validation rules
    • Policy enforcement
    • Best practices
  • Versioning and Change Management πŸ†•
    • Design versions
    • Change tracking
    • Rollback capabilities

3.4 Catalog & Content Management

  • The Catalog: Shared Knowledge πŸ†•
    • Public vs. private designs
    • Published vs. unpublished content
    • Catalog organization
  • Publication Workflows πŸ†•
    • Request-approval process (Enterprise)
    • Content moderation
    • Quality standards

3.5 Performance & Reliability

  • Service Mesh Performance (SMP) Specification πŸ†•
    • What SMP measures
    • Standard metrics
    • Comparison methodology
  • MeshMark: Performance Scoring πŸ†•
    • How MeshMark is calculated
    • Interpreting scores
    • Benchmarking best practices
  • Load Generation with Nighthawk πŸ†•
    • Nighthawk architecture
    • Test configuration
    • Result interpretation
  • Chaos Engineering Concepts πŸ†•
    • Principles of chaos engineering
    • Fault injection strategies
    • Resilience testing

3.6 GitOps & Automation

  • GitOps with Layer5 Cloud πŸ†•
    • GitOps principles
    • Infrastructure as Code
    • Declarative deployments
  • Visual Snapshots in Code Review πŸ†•
    • How snapshots work
    • Integration with GitHub/GitLab/Bitbucket
    • Visual diff benefits

3.7 Financial Management (Enterprise)

  • Cost Visibility and FinOps πŸ†•
    • Understanding showback
    • Understanding chargeback
    • Cost allocation models
    • Resource tagging strategies

3.8 Learning & Certification (Academy)

  • The Layer5 Academy Platform πŸ†•
    • Learning management system
    • Content structure (paths, challenges, certifications)
    • Assessment framework
  • Extending the Academy (Enterprise) βœ…
    • Custom content creation
    • Curriculum design
    • Integration with LMS systems

4. Reference (Information-Oriented)

Purpose: Dry, factual information for lookup

4.1 Feature Availability

  • Feature Comparison Matrix πŸ†•
    • Free vs. Team vs. TeamDesigner vs. TeamOperator vs. Enterprise
    • All features from the CSV mapped to tiers
    • Clear visual table format

4.2 Permissions & Roles

  • Default Roles πŸ†•
    • User
    • Operator
    • Designer
    • Platform Engineer
    • Billing
    • Org Admin
    • Instructor
    • Learner
  • Built-in Keychains βœ…
    • User View
    • User Management
    • Team View
    • Team Management
    • Organization Management
    • Event Management
    • Security Management
  • Permission Matrix by Feature πŸ†•
    • Comprehensive table of what each role can do
    • Organized by feature category

4.3 Integrations

  • Supported Integrations πŸ†•
    • Source Control: GitHub, GitLab, Bitbucket
    • CI/CD: GitHub Actions, Argo CD, Flux
    • Monitoring: Prometheus, Grafana, Datadog
    • Notifications: Slack, Email, PagerDuty, Microsoft Teams
    • Authentication: OAuth, SAML, LDAP, Azure AD
    • Service Meshes: Istio, Linkerd, Consul, Kuma, Open Service Mesh
    • Container Platforms: Kubernetes, Docker, Helm
    • Cloud Providers: AWS (via K8s CRDs), GCP (via K8s CRDs), Azure (via K8s CRDs)

4.4 API Reference

  • REST API Documentation πŸ†•
    • Authentication
    • Endpoints
    • Request/response formats
    • Error codes
    • Rate limits
  • Webhooks Reference πŸ†•
    • Webhook events
    • Payload schemas
    • Security and verification
    • Example implementations

4.5 Meshery Models & Components

  • Models Registry πŸ†•
    • Alphabetical list of all models
    • Model metadata
    • Component count
  • Component Catalog πŸ†•
    • Searchable component reference
    • Component schemas
    • Configuration options

4.6 CLI Reference

  • Meshery CLI Commands πŸ”—
    • Link to Meshery docs
    • Cloud-specific commands

4.7 Configuration Files

  • Design File Schema πŸ†•
    • YAML structure
    • Field definitions
    • Example designs
  • Performance Profile Schema πŸ†•
    • Test configuration format
    • Example profiles

4.8 Glossary

  • Terms and Definitions πŸ†•
    • Adapter
    • Component
    • Connection
    • Credential
    • Design
    • Environment
    • Filter
    • Keychain
    • MeshMark
    • MeshSync
    • Model
    • Organization
    • Pattern
    • Relationship
    • Service Mesh Performance (SMP)
    • Team
    • Token
    • View
    • Workspace
    • WASM

5. Troubleshooting & Support

5.1 Common Issues

  • Connection & Authentication Problems πŸ†•
    • Unable to log in
    • SSO not working
    • GitHub/Google authentication issues
    • Token/API key errors
  • Cluster Connection Issues πŸ†•
    • Cluster not connecting
    • MeshSync not discovering resources
    • Permission errors
  • Design & Deployment Issues πŸ†•
    • Design validation failures
    • Deployment errors
    • Component configuration problems
  • Performance & Resource Issues πŸ†•
    • Slow performance
    • High resource usage
    • Test failures
  • GitOps Integration Issues πŸ†•
    • Snapshots not generating
    • GitHub App not working
    • Webhook failures

5.2 Error Messages

  • Error Code Reference πŸ†•
    • Common error codes and their meanings
    • Recommended solutions

5.3 Diagnostics

  • Collecting Diagnostic Information πŸ†•
    • How to generate logs
    • What information to include in support requests
  • Component Logging πŸ†•
    • Accessing Meshery component logs
    • Log levels and verbosity

5.4 Getting Help

  • Contact Support βœ…
    • Community Forum (Free)
    • Standard Support (Team)
    • Premium Support (Enterprise)
    • Premium Plus Support (Enterprise)
  • Support Levels and SLAs πŸ†•
    • Response times by tier
    • Support channels by tier
  • Layer5 Status Page πŸ”—
    • Link to status.layer5.io

6. What's New

  • Release Notes πŸ†•
    • Version-by-version changelog
    • Feature announcements
    • Deprecation notices
  • Roadmap πŸ”—
    • Link to public roadmap

Organization Notes

Cross-Cutting Concerns

Each major section should include relevant information about:

  • Plan Availability: Clearly indicate which features require Team, TeamDesigner, TeamOperator, or Enterprise
  • Permissions: Note required roles/permissions where applicable
  • Related Topics: Link to concept explanations from how-tos and vice versa

Navigation Structure

Primary Navigation:

  1. Getting Started
  2. How-To Guides (with collapsible subsections)
  3. Explanations
  4. Reference
  5. Troubleshooting & Support
  6. What's New

Secondary Navigation:

  • Search (prominent)
  • Plan Comparison (quick link)
  • API Docs (quick link)
  • Community (quick link)

Content Maintenance

  • All [NEW] pages should be prioritized based on:
    1. Feature availability in product
    2. User demand/support tickets
    3. Tier (Enterprise features can be lower priority if user base is smaller)
  • All [REVISION] pages need audit for:
    • Accuracy
    • Completeness
    • Clarity
    • Screenshots/diagrams
    • Broken links

This information architecture provides comprehensive coverage of all features in your CSV while following DiΓ‘taxis principles for optimal documentation usability.

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