deckhearth/.convoys/harden-visual-diff-gate.md
varutasu c2ebd18cf0
convoy: flip visual-diff to a hard merge gate (harden-visual-diff-gate brief 2/2) (#140)
Removes `continue-on-error: true` from `.github/workflows/visual-diff.yml`'s
`Capture screenshots (PR)` step. Visual drift is now a real merge gate
on UI-touching PRs.

Brief 2/2 of the `harden-visual-diff-gate` convoy. PR #138 shipped the
seed workflow (Brief 1); PR #139 (`54495fe`) landed the fresh Linux
baseline regenerated against post-glass-redesign main on CT 111. With a
known-good baseline committed, the gate can flip without false-failing
every UI-touching PR.

## What changes

- `.github/workflows/visual-diff.yml` — drop the
  `continue-on-error: true` flag; add an inline rationale block linking
  to the convoy + the operator runbook for both intentional changes
  (dispatch seed workflow → manually open PR → merge → re-run) and
  unintentional regressions (inspect artifact diff → fix → push).
- `.github/workflows/ci.yml` — add 9th `forbidden-patterns` check that
  greps `visual-diff.yml` for `^\s*continue-on-error:\s*true` and fails
  the build if it returns. Risk #3 of the convoy made concrete: prevents
  silent re-introduction via template revert. Scoped narrowly to that
  one file; other workflows (`seed-visual-baselines.yml`'s PR-open
  step, etc.) legitimately use the flag. Job name bumped from
  "Forbidden patterns (8 checks)" → "(9 checks)". All `Check N/8`
  group labels renumbered to `N/9`.
- `AGENTS.md` — § Testing § Visual baselines rewritten to drop the
  "Known staleness as of 2026-06-12" callout (resolved by PR #139);
  § Testing § Screenshot diff rewritten to lead with "hard merge gate",
  document the intentional-change runbook, reference the new ci.yml
  check, and explicitly mention the org-setting caveat for the seed
  workflow's auto-PR step.
- `tests/visual/homepage.spec.ts` — module docblock rewritten to match
  the AGENTS.md runbook: drops the "advisory, not gating" language;
  promotes the seed-visual-baselines workflow as the primary
  re-seeding path; demotes the Playwright Docker image to the offline
  fallback.
- `.github/workflows/seed-visual-baselines.yml` — patches the
  `peter-evans/create-pull-request@v6` PR-open failure case discovered
  during Brief 1's first dispatch (run 27454132468). The PR-open step
  is now `continue-on-error: true` (narrowly scoped, with an inline
  rationale callout distinguishing it from the just-removed
  `visual-diff.yml` flag — that one silently hid real UI regressions;
  this one fronts a known org-level "Allow GitHub Actions to create
  and approve pull requests" limitation with a loud failure notice).
  New steps disambiguate the three possible outcomes (no-changes /
  pr-opened / branch-pushed-pr-blocked) via a `git ls-remote` check on
  the bot branch and exit non-zero on the blocked-PR case so the
  workflow run shows red and the operator gets the exact `gh pr create`
  command in the run logs.
- `.convoys/harden-visual-diff-gate.md` — status: shipping; Step 2
  marked SHIPPED; Decision D4 ratified (chose option C: accept org
  setting, document manual `gh pr create` fallback). Inline links to
  PR #139 + PR #140.

## Test plan

- [x] `npm run lint` — clean (1 pre-existing unrelated warning)
- [x] `npm run test:run` — 24 files / 118 tests pass
- [ ] CI on this PR: 9th forbidden-patterns check passes; visual-diff
  job passes against the fresh baseline; convoy-metrics-gate passes
  (2 new rows added by this commit)
- [ ] After merge: smoke test the 9th check by opening a throwaway PR
  that re-adds `continue-on-error: true` to `visual-diff.yml`; confirm
  it red-X's. (Skip if confident in the grep.)

## Convoy state

- Brief 1: SHIPPED (PR #138, `c100c5f`, 2026-06-13)
- Baseline refresh: SHIPPED (PR #139, `54495fe`, 2026-06-13)
- Brief 2 (this PR): shipping
- Convoy closeout: this PR's merge

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-12 22:03:17 -05:00

153 lines
7.8 KiB
Markdown

---
slug: harden-visual-diff-gate
status: shipping
opened: 2026-06-12
owner: rstillw
prerequisites:
- Stable `main` post-`unify-glass-panel-surfaces` /
`cleanup-card-item-list-and-share-modal-palette` /
`migrate-button-input-mobilenav-to-glass-primitive` (all merged)
- CT 111 self-hosted runner online (resolved by PR #132, 2026-06-07)
related:
- PR #58 (`83a358b`) — initial Linux baseline seeded
- PR #18 (`7b6f751`) — `adopt-playwright-smoke` Decision 4: `continue-on-error` end state
- `tests/visual/homepage.spec.ts` module docblock
- `.github/workflows/visual-diff.yml` line ~126
---
# harden-visual-diff-gate
## Problem
`.github/workflows/visual-diff.yml` still carries `continue-on-error: true`
on the "Capture screenshots (PR)" step. This was the documented end state
of `adopt-playwright-smoke` (Decision 4) because no Linux baseline existed
yet. PR #58 seeded the baseline on 2026-06-02, but the gate was never
flipped — visual drift continues to ship as artifacts + PR comments only,
not as a blocking check.
Additionally, the committed baseline (`tests/visual/__screenshots__/home.png`)
was generated against `main` at `83a358b`, which is several convoys behind
the current homepage rendering (glass redesign briefs, corner-light tone
adjustments, card-class retirement, etc.). Flipping `continue-on-error`
today would fail every PR touching `pages/**` / `components/**` / `styles/**`
against this stale reference.
## Two-step shape
This is one convoy with a strict ordering constraint:
### Step 1 — Re-seed the baseline against current `main` *(SHIPPED)*
**Resolved via Option B** (see D1 below). New workflow
`.github/workflows/seed-visual-baselines.yml` is `workflow_dispatch`-only,
runs on `[self-hosted, axiom]`, takes `base_url` + `reason` as inputs,
and auto-opens a `chore(visual): refresh baselines from <url>` PR with
the regenerated PNGs using `peter-evans/create-pull-request@v6`.
The workflow is byte-equivalent to `visual-diff.yml` (same Chromium
version via shared `package-lock.json`, same `myoung34/github-runner`
image on CT 111) — so the captured baseline will match the next diff
run cleanly. If no baselines changed (rendering matches existing
committed PNGs), the workflow emits a `::notice::` and opens nothing.
**Operator action:** dispatch via the GitHub UI or
`gh workflow run seed-visual-baselines.yml -f base_url=<url> -f reason="..."`,
then review + merge the resulting `chore(visual):` PR. The "Known
staleness" callout in `AGENTS.md` § Testing § Visual baselines clears
automatically once that PR merges (next PR touching `AGENTS.md` should
sweep the line).
### Step 2 — Flip the gate *(SHIPPED via PR #140)*
PR #139 (`54495fe`) landed the fresh baseline. PR #140 then:
- Removed `continue-on-error: true` from
`.github/workflows/visual-diff.yml`'s `Capture screenshots (PR)` step.
- Added a 9th `forbidden-patterns` check in `.github/workflows/ci.yml`
that greps `visual-diff.yml` for `^\s*continue-on-error:\s*true` and
fails the build if it returns (Risk #3 mitigation made concrete).
Scoped narrowly to that one file — other workflows (e.g.
`seed-visual-baselines.yml`'s PR-open step, see D4 below)
legitimately use the flag.
- Rewrote `AGENTS.md` § Testing § Screenshot diff to lead with "hard
merge gate", document the intentional-change runbook (dispatch seed
workflow → manually open PR → merge → re-run), and reference the
new ci.yml check.
- Rewrote the module docblock in `tests/visual/homepage.spec.ts` to
match the AGENTS.md runbook and drop the "advisory, not gating"
language.
`maxDiffPixelRatio` (D2 below) intentionally not touched — left at the
Playwright default of 0 (any pixel diff fails). If subpixel jitter from
a future runner-image bump becomes a problem, that becomes the trigger
for a new convoy (`tune-visual-diff-tolerance`) rather than a quiet
config bump.
## Decisions to ratify
- **D1.** *(ratified)* Option B (new `seed-visual-baselines.yml`
workflow) chosen over Option A (ad-hoc SSH). The homepage will
continue to evolve and re-seeding is a recurring operation; the
workflow shape removes the SSH dance and the Mac-overwrite footgun.
Implementation uses `peter-evans/create-pull-request@v6` so the
baseline lands as a reviewable PR rather than a direct push to
`main`.
- **D2.** `maxDiffPixelRatio` value. Defer to operator preference; 0 is
the strictest and what we currently use implicitly via Playwright
defaults. 0.001-0.01 is a reasonable cushion.
- **D3.** Do we also harden `preview-smoke.yml`? It already runs as a
blocking gate (no `continue-on-error`); no change needed. This convoy
is scoped to `visual-diff.yml` only.
- **D4.** *(emerged during Step 1 dispatch, 2026-06-13)* How to handle
the `peter-evans/create-pull-request@v6` PR-open failure caused by
the stwl-labs org-level "Allow GitHub Actions to create and approve
pull requests" setting being OFF. Three options:
- **A. Flip the org setting on** — fastest path; but a real surface
increase (any future PR-creating workflow could push untrusted
PRs). The org default is OFF for a reason.
- **B. Use a fine-grained PAT scoped to `tcg-vault` +
`pull-requests:write`** seeded as `secrets.HOMELAB_CI_PAT`
sidesteps the org setting but adds another rotating secret.
- **C. Accept the limitation; document the manual `gh pr create`
step as the runbook.** Operator dispatches the workflow, the
branch pushes cleanly, the PR-open step fails-soft with a loud
notice telling the operator the exact `gh pr create` command.
**Chosen: C.** Baseline regen is a low-frequency operation (~once
per major UI change), the manual step adds ~30s of operator time,
and there's no new attack surface or secret to rotate. PR #140
updated the workflow to (a) flag the create-PR step with
`continue-on-error: true` (narrowly scoped, with an inline rationale
callout distinguishing it from the just-removed `visual-diff.yml`
flag), (b) disambiguate the three possible outcomes (no-changes /
pr-opened / branch-pushed-pr-blocked) via a `git ls-remote` check on
the bot branch, and (c) exit non-zero on outcome C so the workflow
run shows red and the operator can't miss the followup.
## Risks
| # | Risk | Mitigation |
|---|---|---|
| 1 | Re-seeded baseline drifts on next runner-image update | Watchtower's weekly update cycle (CT 111) could shift Chromium subpixel rendering. Mitigate via D2's `maxDiffPixelRatio` cushion |
| 2 | Step 1's baseline PR fails its own `Screenshot diff` | Expected — the new baseline IS the visual change. Use `pipeline: skip visual` directive in the PR body OR open the baseline PR with the `skip-metrics` label equivalent for visual-diff (currently none — would need a new bypass mechanism). Cleaner: land the baseline PR via the `tests/visual/**` path filter, which DOES trigger visual-diff but the new screenshot vs new baseline should match by construction |
| 3 | Step 2 lands but a third party reverts `continue-on-error` later | Add a 9th check to `forbidden-patterns` in `ci.yml`: `grep -n 'continue-on-error' .github/workflows/visual-diff.yml` should return zero |
## Non-goals
- Adding more visual baselines (login page, dashboard, etc.) — out of
scope. The single homepage baseline is the smoke test of the
visual-diff pipeline; deeper coverage is per-feature work.
- Switching to a hosted visual-regression service (Percy, Chromatic,
Argos) — handles the platform problem cleanly but adds a paid
dependency. Local + axiom is free and works.
## Acceptance
- `visual-diff.yml` gates merge (failed diff = red required check).
- Baseline regenerable via a reviewable Git-native workflow (no SSH
required, no Mac-overwrite-Linux footgun).
- `AGENTS.md` + `tests/visual/homepage.spec.ts` docblock no longer
describe the gate as advisory.
- Optional 9th forbidden-patterns check locks the gate in place.