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Source-verify ADP docs: add BambooHR/NetSuite, refresh governance and BYOC#16

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adp-codex-may10-source-verified
May 10, 2026
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Source-verify ADP docs: add BambooHR/NetSuite, refresh governance and BYOC#16
micheleRP merged 3 commits into
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adp-codex-may10-source-verified

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@micheleRP micheleRP commented May 10, 2026

Summary

Verifies and refines the ADP docs handed off mid-task from a Codex session. Every claim was checked against cloudv2 origin/main (commit 992c33f099).

  • New managed MCP deep-dives: BambooHR (5 tools, subdomain config) and NetSuite (7 read-only tools, accountId + embedded user OAuth).
  • Managed catalog: confirmed 36 registry-backed types, added Azure AD and Morningstar Portfolio/Securities entries, moved Metabase to Database to match the source registration.
  • Governance overview: rewritten to match the shipping UI — three KPI tabs (not four cards), the real filter set (provider, model, cost type, token type, user), Top users panel, hourly-vs-daily bucketing rule, and the up-to-one-hour spend-lag caveat.
  • BYOC prerequisites: AWS-only constraint verified at apps/controlplane-api/defaults/defaulter.go (Provider == AWS is required); Crossplane-managed IAM patterns (aigw-<id>*, adp-<id>*); ADP component list. Added an About Crossplane explainer because the IAM patterns are easier to reason about with the Crossplane context.
  • BYOC quickstart: scoped to verified content; click-by-click UI steps deferred to a UI-walkthrough pass.
  • rpk ai mcp create examples (across create-server.adoc, ironclad, metabase, ramp, workday, zendesk): fixed to use --name <name>. The cobra command marks --name as required, so positional-name examples were broken.
  • Style pass: list parallelism (closing periods on every item or none), dropped internal-jargon leakage (cloudv2, ManagedMCPCategory), removed writer-facing meta-prose, normalized Where to go next / Investigate further headings to Next steps.

npm run build is clean for every file in this PR.

Preview pages

Trivial rpk --name flag fix only on ironclad, metabase, ramp, workday, zendesk deep-dive pages — diff is a single line each, no preview link needed.

Test plan

  • Confirm Managed catalog renders the seven category sections (AI, AWS, Communication, Database, Google, Streaming, Utility) with Azure AD, Morningstar entries, and NetSuite under Utility, and Metabase under Database
  • Open BambooHR and NetSuite deep-dive pages; confirm tool lists, OAuth endpoints, and JSON config samples render
  • Confirm rpk ai mcp create --name <name> is the syntax in every CLI example across MCP managed pages and create-server.adoc
  • Read Governance dashboard overview — confirm three-KPI-tab structure, filter table, and Top users panel descriptions
  • Read BYOC prerequisites — confirm About Crossplane explainer and IAM resource patterns table render correctly
  • Spot-check that no list mixes period-terminated and unterminated items

🤖 Generated with Claude Code

… BYOC

Verified every claim against cloudv2 origin/main (commit 992c33f099):

- New managed MCP deep-dives: BambooHR (5 tools, subdomain config),
  NetSuite (7 read-only tools, accountId + embedded user OAuth)
- Managed catalog: 36 registry-backed types, added Azure AD and
  Morningstar Portfolio/Securities entries, moved Metabase to Database
- Governance overview: rewrote to match shipping UI (3 KPI tabs, real
  filter set including cost-type and token-type, Top users panel,
  hourly/daily bucketing rule)
- BYOC prerequisites: AWS-only enforcement (verified at controlplane-api
  defaulter.go), Crossplane-managed IAM patterns, ADP component list,
  added an About Crossplane explainer
- BYOC quickstart: scoped to verified content; defers click-by-click UI
  steps to a later UI-walkthrough pass
- create-server.adoc: fixed `rpk ai mcp create` examples to use
  `--name <name>` (the source CLI requires the flag; positional name
  fails). Same fix applied across ironclad, metabase, ramp, workday,
  zendesk deep-dive pages
- nav.adoc: added BambooHR and NetSuite catalog entries

Style pass: list parallelism (closing periods on all items or none),
removed internal-jargon leakage (`cloudv2`, `ManagedMCPCategory`),
removed writer-facing meta-prose, normalized "Where to go next" /
"Investigate further" headings to "Next steps".

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@micheleRP micheleRP requested a review from a team as a code owner May 10, 2026 19:31
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micheleRP and others added 2 commits May 10, 2026 13:48
…rgon

Review feedback from PR #16:

- Date-range list, KPI tabs table, Filter table, Agents column headers,
  cost/token type values: removed bold from field names and option
  values per the new bolding rule (bold = click targets only)
- KPI tab labels: dropped all-caps + bold (heavy, weird-looking) for
  plain sentence case
- Em-dashes replaced with colons / parentheses / sentence breaks per
  the team style guide. Includes register-remote.adoc (touched here
  per user request even though it was outside the original PR scope).
- managed-catalog.adoc: replaced "—" placeholder cells in the Deep dive
  column with empty cells (no character)
- create-server.adoc and register-remote.adoc: renamed "Out of scope"
  → "Related topics" with a clearer intro. The same pattern exists on
  17 other ADP pages and could be swept in a follow-up.

New memory: feedback_bolding_rule.md.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Renames the remaining 16 "Out of scope" sections to clearer headings
based on what each section actually contains:

- "Limitations" (14 pages) where items describe feature or page
  capability limits — what the page or feature deliberately doesn't do.
- "Related topics" (test-tools.adoc, user-delegated-oauth.adoc) where
  items are pointers to other docs, with brief context.

Also fixed em-dashes to colons in the rewritten sections (kafka,
jira, sql, openapi) per the team style guide.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@micheleRP micheleRP merged commit 6e60192 into main May 10, 2026
4 checks passed
@micheleRP micheleRP deleted the adp-codex-may10-source-verified branch May 10, 2026 20:02
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