<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#49511 and #46837 as a whole
# 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.
- [x] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements), JS
inline code is prevented especially for url redirects, and untrusted
data interpolated into shell scripts/commands is validated against shell
metacharacters.
- [x] Timeouts are implemented and retries are limited to avoid infinite
loops
- [x] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes
## Testing
- [x] Added/updated automated tests
- [x] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)
- [x] QA'd all new/changed functionality manually
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
* **New Features**
* Added support for Fleet built-in variables in host scripts, software
installer scripts, setup-experience scripts, and maintained-app
installer scripts.
* Variables are resolved per host at execution time; saved content
remains unexpanded.
* **Bug Fixes**
* Requests now validate Fleet variables up-front, with clear
script-specific error messages for unsupported variables.
* Added improved messaging when variable resolution fails during
execution.
* Enforced Fleet Premium licensing for script/installer flows that use
Fleet variables.
* **Documentation**
* Documented supported variables and Premium requirements, including
usage examples.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#49489
Custom host vitals were skipped when host name template enforcement
(#38806) shipped, since both features were in development at the same
time. This adds `$FLEET_HOST_VITAL_<id>` support to host name templates,
matching the existing secret-variable pattern (validation, per-host
resolution, resend on value change).
I also introduced a new `IsInvalidReferencedCustomHostVitalsError` call
after Copilot's comment below.
# Checklist for submitter
- [x] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.
## Testing
- [x] Added/updated automated tests
- [x] QA'd all new/changed functionality manually
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
## Summary by CodeRabbit
* **New Features**
* Added support for `$FLEET_HOST_VITAL_<id>` in Apple host name
templates.
* Device-name template reconciliation now expands referenced per-host
vital values and updates automatically when those values change.
* **Bug Fixes**
* Prevents deleting custom host vitals that are referenced by host name
templates.
* If a referenced vital has no value for a host, device-name delivery is
marked failed for that host (retryable).
* **Improved Error Handling**
* Refined validation behavior so unknown/malformed vital references
return user-facing invalid-argument errors, while infrastructure errors
propagate unchanged.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#44954
# Checklist for submitter
- [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
- [x] QA'd all new/changed functionality manually
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
* **New Features**
* Added Custom Host Vitals management (create/edit/delete, search) with
copyable variable tokens and per-host values.
* Show Custom Host Vitals on host details, including role-based editing.
* Enabled Custom Host Vitals in host-vitals labels and the activity
feed.
* Extended GitOps to manage global Custom Host Vitals declaratively
(including dry-run behavior).
* Split Controls → Variables into Global Variables and Custom Host
Vitals, including routing updates.
* **Bug Fixes**
* Improved validation and expansion of Custom Host Vital references
across scripts, profiles, installers, and deployments, with clearer
failures when values are missing or invalid.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#45309
If software is linked to policies, we run the policy during setup
experience to determine if software should be installed. We install on
failing policies.
# 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.
- [x] Timeouts are implemented and retries are limited to avoid infinite
loops
## Testing
- [x] Added/updated automated tests
- [x] QA'd all new/changed functionality manually
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
* **New Features**
* Windows/Linux setup experience installers can be gated by team
policies: setup will run a policy check and skip installing if the
policy already passes; if the policy fails, the installer runs as part
of setup.
* After gated setup completes, the host’s policy set is re-evaluated
promptly so subsequent policy actions run immediately.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
Fixes#34288.
# 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
- [ ] QA'd all new/changed functionality manually
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
* **New Features**
* Setup experience cancellations now create explicit cancellation
activities for skipped/failed software and VPP app installs, plus a new
"Canceled setup experience" activity type and a from_setup_experience
flag. Activity text and host activity views now indicate "during setup
experience" when applicable.
* **Tests**
* Added and updated tests for cancellation activity creation, VPP
license-failure handling, and WasFromAutomation/from_setup_experience
behaviors.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#41741
# 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.
- [x] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements), JS
inline code is prevented especially for url redirects, and untrusted
data interpolated into shell scripts/commands is validated against shell
metacharacters.
## Testing
- [x] Added/updated automated tests
- [x] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)
- [x] QA'd all new/changed functionality manually
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
* **New Features**
* Software setup items are now ordered using custom display names when
available.
* **Bug Fixes**
* Software installations now process sequentially for improved
reliability and predictability.
* Enhanced handling of missing installation tracking data to prevent
failures.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: Ian Littman <iansltx@gmail.com>
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#41091
# Details
Implements the following config key aliases:
- [x] Add a second name for `bootstrap_package`:
`macos_bootstrap_package`
- Support `bootstrap_package` for backwards compatibility
- [x] Add a second name for `manual_agent_install`:
`macos_manual_agent_install`
- Support `manual_agent_install` for backwards compatibility
- [x] Add a second name for `enable_release_device_manually `: `apple_
enable_release_device_manually `
- Support `enable_release_device_manually` for backwards compatibility
- [x] Add a second name for `script`: `macos_script`
- Support `script` for backwards compatibility
Also cleans up some error messages missed in previous alias PRs.
# 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
- [X] QA'd all new/changed functionality manually
ran gitops successfully with new keys
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#40054
# Checklist for submitter
- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
- Changes present in previous PR
## Testing
- [x] Added/updated automated tests
- [x] QA'd all new/changed functionality manually
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
## Release Notes
* **Refactor**
* Updated internal logging infrastructure to use context-aware logging
methods throughout the system, improving context propagation for better
debugging and observability while maintaining existing log coverage and
behavior.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** For #40348
# Details
This PR updates a number of error message on the server to use `fleet`
and `report` instead of `team` or `query` where applicable.
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
- [ ] 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.
this is all internal, i don't think it warrants a changelog
## Testing
- [X] Added/updated automated tests
- [ ] QA'd all new/changed functionality manually
I did not go trying to trigger all these errors. It's text changes.
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#37008
# 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
- [x] QA'd all new/changed functionality manually
**Related issue:** Resolves#35357
# 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.
- [x] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
## Testing
- [x] Added/updated automated tests
- [ ] QA'd all new/changed functionality manually
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#35309
Followup changes, see
https://fleetdm.slack.com/archives/C019WG4GH0A/p1763137466439419 for
more context. We decided not to use the initially proposed PUT endpoint
at all and update the existing POST endpoint to have the desired
behavior
# 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.
- [x] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [x] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes
## Testing
- [x] Added/updated automated tests
- [x] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)
- [x] QA'd all new/changed functionality manually
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#35309
Related doc update #35736
Adds a PUT endpoint for setting setup experience scripts, as opposed to
the current POST implementation(which errors if the script is already
set, which is why gitops calls DELETE first every time). If the contents
change, the new endpoint has the same effect as DELETE then POST today,
however if the contents are unchanged no changes occur, allowing gitops
runs to avoid cancelling script executions.
Also switched gitops over to the new PUT endpoint and removed the DELETE
in the "set" path.
# 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.
- [x] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [x] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes
## Testing
- [x] Added/updated automated tests
- [x] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)
- [ ] QA'd all new/changed functionality manually
For #35357.
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
No changes file as this is a zero-functionality-change refactor.
Performance improvements are in their own PR, which includes a changes
file.
- [x] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
## Testing
- [x] Added/updated automated tests
- [ ] QA'd all new/changed functionality manually
<!-- Add the related story/sub-task/bug number, like Resolves#123, or
remove if NA -->
**Related issue:** Resolves#33173
**Related issue:** Resolves#33111
# Details
This is the remaining work to implement the "Stop the setup experience
when required software fails to install" feature. This didn't turn out
to be quite as straightforward as expected so I ended up doing a bit of
design-by-code and expect some feedback on the approach. I tried to make
it as low-touch as possible. The general design is:
1. In the `maybeUpdateSetupExperienceStatus` function which is called in
various places when a setup experience step is marked as completed, call
a new `maybeCancelPendingSetupExperienceSteps` function if the setup
step was marked as failed. Similarly call
`maybeCancelPendingSetupExperienceSteps` if a VPP app install fails to
enqueue.
2. In `maybeCancelPendingSetupExperienceSteps`, check whether the
specified host is MacOS and whether the "RequireAllSoftwareMacOS" flag
is set in the team (or global) config. If so, mark the remaining setup
experience items as canceled and cancel any upcoming activities related
to those steps.
3. On the front-end, if the `require_all_software_macos` is set and a
software step is marked as failed, show a new failure page indicating
that setup has failed and showing details of the failed software.
4. On the agent side, when checking setup experience status, send a
`reset_after_failure` flag _only the first time_. If this flag is set,
then the code in the `/orbit/setup_experience/status` handler will clear
and re-queue any failed setup experience steps (but leave successful
steps to avoid re-installing already-installed software). This
facilitates re-starting the setup experience when the host is rebooted.
I also updated the way that software (packages and VPP) is queued up for
the setup experience to be ordered alphabetically, to make it easier to
test _and_ because this is a desired outcome for a future story. Since
the order is not deterministic now, this update shouldn't cause any
problems (aside from a couple of test updates), but I'm ok taking it out
if desired.
# 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.
- [X] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
## Testing
- [X] Added/updated automated tests
* Added a new integration test for software packages, testing that a
failed software package causes the rest of the setup experience to be
marked as failed when `require_all_software_macos` is set, and testing
that the "reset after failure" code works.
* Added a new integration test for VPP packages, testing that a failed
VPP enqueue causes the same halting of the setup experience.
I _don't_ have test for a failure _during_ a VPP install. It should go
through the same code path as the software package failure, so it's not
a huge gap.
- [ ] QA'd all new/changed functionality manually
Working on it
## fleetd/orbit/Fleet Desktop
- [X] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [X] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [X] Verified that fleetd runs on macOS, Linux and Windows
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- New Features
- Configurable option to halt macOS device setup if any software install
fails.
- Device setup page now shows a clear “Device setup failed” state with
expandable error details when all software is required on macOS.
- Improvements
- Setup status now includes per-step error messages for better
troubleshooting.
- Pending setup steps are automatically canceled after a failure when
applicable, with support to reset and retry the setup flow as
configured.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: Ian Littman <iansltx@gmail.com>
For #32040.
---
Backend changes to unblock the development of the orbit and frontend
changes.
New GET and PUT APIs for setting/getting software for Linux Setup
Experience:
```
curl -k -X GET -H "Authorization: Bearer $TEST_TOKEN" https://localhost:8080/api/latest/fleet/setup_experience/linux/software?team_id=8&per_page=3000
curl -k -X PUT -H "Authorization: Bearer $TEST_TOKEN" https://localhost:8080/api/latest/fleet/setup_experience/linux/software -d '{"team_id":8,"software_title_ids":[3000, 3001, 3007]}'
```
New setup_experience/init API called by orbit to trigger the Linux setup
experience on the device:
```
curl -v -k -X POST -H "Content-Type: application/json" "https://localhost:8080/api/fleet/orbit/setup_experience/init" -d '{"orbit_node_key": "ynYEtFsvv9xZ7rX619UE8of1I28H+GCj"}'
```
Get status API to call on "My device":
```
curl -v -k -X POST "https://localhost:8080/api/latest/fleet/device/7d940b6e-130a-493b-b58a-2b6e9f9f8bfc/setup_experience/status"
```
---
- [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
- [X] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)
- [x] QA'd all new/changed functionality manually
## New Fleet configuration settings
- [X] Verified that the setting is exported via `fleetctl
generate-gitops`
- [X] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [X] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- New Features
- Added Linux support for Setup Experience alongside macOS.
- Introduced platform-specific admin APIs to configure and retrieve
Setup Experience software (macOS/Linux).
- Added device API to report Setup Experience status and an Orbit API to
initialize Setup Experience on non-macOS devices.
- Setup Experience now gates policy queries on Linux until setup is
complete.
- New activity log entry when Setup Experience software is edited
(includes platform and team).
- Documentation
- Updated audit logs reference to include the new “edited setup
experience software” event.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
> For #26345
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
<!-- Note that API documentation changes are now addressed by the
product design team. -->
- [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/Committing-Changes.md#changes-files)
for more information.
- [x] Added/updated automated tests
- [x] A detailed QA plan exists on the associated ticket (if it isn't
there, work with the product group's QA engineer to add it)
- [x] Manual QA for all new/changed functionality
> Related issue: #23787
This adds the script name to both the upcoming and past activities.
Demo video: https://www.youtube.com/watch?v=kLSsUZhyMC4
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
<!-- Note that API documentation changes are now addressed by the
product design team. -->
- [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/Committing-Changes.md#changes-files)
for more information.
- [x] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [x] Added/updated tests
- [x] Manual QA for all new/changed functionality
> No issue, just stuff I noticed while testing
# Checklist for submitter
If some of the following don't apply, delete the relevant line.
<!-- Note that API documentation changes are now addressed by the
product design team. -->
- [x] Manual QA for all new/changed functionality
- For Orbit and Fleet Desktop changes:
- [x] Orbit runs on macOS, Linux and Windows. Check if the orbit
feature/bugfix should only apply to one platform (`runtime.GOOS`).
- [ ] Manual QA must be performed in the three main OSs, macOS, Windows
and Linux.
- [ ] Auto-update manual QA, from released version of component to new
version (see [tools/tuf/test](../tools/tuf/test/README.md)).
Jordan Montgomery