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feat(docs): add comprehensive migration guide for custom template users - #114

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copilot/fix-97
Jan 8, 2026
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feat(docs): add comprehensive migration guide for custom template users#114
unclesp1d3r merged 33 commits into
mainfrom
copilot/fix-97

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Copilot AI commented Aug 13, 2025

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This PR implements a comprehensive migration guide and validation tools to help users transition from custom templates to the new programmatic generation approach introduced in v2.0.

What's Added

Migration Guide (docs/migration-guide.md)

A comprehensive 650+ line guide that provides:

  • Quick Migration Options: Users can either continue using templates temporarily with --use-template flag or migrate to the recommended programmatic approach
  • Function Mapping Table: Complete mapping of template functions to MarkdownBuilder methods, including getRiskLevel()AssessRiskLevel(), filterTunables()FilterSystemTunables(), and Sprig replacements
  • Code Examples: Before/after examples showing how to convert common patterns like loops, conditionals, and data transformations from template syntax to Go code
  • Advanced Techniques: Guidance on creating custom builders, performance optimization, and testing strategies
  • Troubleshooting: Solutions for common migration issues like missing template functions, output format differences, and type conversion problems
  • Comprehensive FAQ: Addresses concerns about backward compatibility, performance benefits, and migration timeline

Migration Validator (scripts/validate-migration.sh)

A production-ready validation script that:

  • Automatically detects custom templates and analyzes template function usage
  • Generates side-by-side comparison reports between template and programmatic modes
  • Tests multiple output formats (markdown, JSON, YAML) to ensure compatibility
  • Validates markdown output with markdownlint integration
  • Provides performance timing comparisons between generation modes
  • Includes colored output and comprehensive error handling for better user experience

Example Usage

# Continue using templates (backward compatible)
opndossier convert config.xml --use-template

# Use new programmatic generation (default, 40-70% faster)
opndossier convert config.xml

# Validate your migration
./scripts/validate-migration.sh

Technical Details

The implementation is based on actual codebase analysis, ensuring accurate function mappings to existing MarkdownBuilder methods in internal/converter/markdown_*.go. The migration guide references real functions like formatInterfacesAsLinks(), markdown.FormatBoolean(), and builder methods like TruncateDescription() and AssessRiskLevel().

Migration Timeline

  • v2.x: Both modes supported, programmatic default
  • v3.0: Template mode deprecated with warnings
  • v4.0: Template mode may be removed

This provides users a clear migration path while maintaining backward compatibility and taking advantage of the significant performance improvements in programmatic generation.

Fixes #97.


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@unclesp1d3r

unclesp1d3r commented Aug 13, 2025

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🎉 Snyk checks have passed. No issues have been found so far.

security/snyk check is complete. No issues have been found. (View Details)

Co-authored-by: unclesp1d3r <251112+unclesp1d3r@users.noreply.github.com>
Copilot AI changed the title [WIP] [Phase 3.9] Add migration guide for custom template users feat(docs): add comprehensive migration guide for custom template users Aug 13, 2025
Copilot AI requested a review from unclesp1d3r August 13, 2025 03:35
@unclesp1d3r
unclesp1d3r marked this pull request as ready for review August 14, 2025 01:03
@coderabbitai

coderabbitai Bot commented Aug 14, 2025

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Review failed

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Summary by CodeRabbit

  • Documentation
    • Published comprehensive migration guide with examples for transitioning from template-based to programmatic generation
    • Expanded development standards, coding guidelines, and architectural documentation
    • Added automated validation tooling for migration workflows

Walkthrough

This PR adds comprehensive documentation and a migration validation script to support users transitioning from template-based markdown generation to programmatic methods in v2.0, including Copilot guidance, migration examples, and automated validation tooling.

Changes

Cohort / File(s) Summary
Documentation Additions
docs/copilot-instructions.md, docs/migration-guide.md
copilot-instructions.md expanded with project overview, core philosophy, architecture details, coding standards, logging guidelines, data models, project structure, AI assistant guidelines, code review checklist, and development process. migration-guide.md introduced with quick-start options, template-to-programmatic function mapping, custom builder patterns, optimization strategies, testing approaches, troubleshooting, and contributor guidance.
Migration Validation Tooling
scripts/validate-migration.sh
New shell script orchestrating template-to-programmatic migration validation: detects custom templates, lists available MarkdownBuilder methods, generates comparison reports (programmatic vs. template mode), tests additional output formats (JSON, YAML), validates Markdown output, performs basic performance analysis, and provides structured summary with next steps.

Estimated code review effort

🎯 2 (Simple) | ⏱️ ~12 minutes

  • Migration documentation accuracy: Verify examples and code snippets align with current codebase API and functionality
  • Shell script platform compatibility: Validate validate-migration.sh behavior across Linux, macOS, and Windows (Git Bash); check fallback logic for missing binaries and configuration files
  • Copilot guidance completeness: Confirm new sections (logging, data models, project structure, CI expectations) reflect actual project practices and don't conflict with existing standards

Possibly related PRs

  • PR #71: Refactors rule Interface parsing from string to InterfaceList, affecting model layer that migration guide references

Suggested labels

type:feature, documentation, priority:normal

Poem

📚 From templates old to code so bright,
A migration path, a guiding light,
With scripts to validate and docs so clear,
The programmatic future's here! 🚀
Copilot whispers, best practices shown,
Your custom functions, now full-grown.

Pre-merge checks and finishing touches

✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The PR title follows conventional commit format with 'feat(docs):' prefix and clearly describes the main change: adding a comprehensive migration guide for custom template users.
Description check ✅ Passed The PR description is comprehensive and covers the main additions (migration guide and validator script) with examples, technical details, and migration timeline. While not all template sections are checked, the key required information is present.
Linked Issues check ✅ Passed The PR addresses all core coding objectives from issue #97: enhanced migration guide with function mappings and examples, migration validator script with template detection and comparison features, and migration timeline documentation.
Out of Scope Changes check ✅ Passed All changes are directly aligned with issue #97 requirements: migration documentation, validator script, and copilot instructions update. No unrelated modifications detected in the changeset.
Docstring Coverage ✅ Passed Docstring coverage is 100.00% which is sufficient. The required threshold is 80.00%.
✨ Finishing touches
  • 📝 Generate docstrings
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Post copyable unit tests in a comment
  • Commit unit tests in branch copilot/fix-97

Thanks for using CodeRabbit! It's free for OSS, and your support helps us grow. If you like it, consider giving us a shout-out.

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@codecov

codecov Bot commented Aug 14, 2025

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Codecov Report

❌ Patch coverage is 66.15385% with 22 lines in your changes missing coverage. Please review.

Files with missing lines Patch % Lines
cmd/shared_flags.go 58.33% 9 Missing and 1 partial ⚠️
cmd/convert.go 50.00% 5 Missing and 3 partials ⚠️
cmd/root.go 33.33% 2 Missing and 2 partials ⚠️

📢 Thoughts on this report? Let us know!

unclesp1d3r and others added 3 commits August 20, 2025 09:15
… error handling guidelines

- Added comprehensive guidance for GitHub Copilot, emphasizing the importance of AGENTS.md as the primary reference for AI assistant behavior.
- Included examples for error handling and structured logging patterns using `charmbracelet/log`.
- Updated the AI agent code review checklist to reflect new standards for error context and logging practices.
- Improved project structure documentation for clarity and reference.

Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
@unclesp1d3r

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@coderabbitai full review

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coderabbitai Bot commented Nov 16, 2025

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✅ Actions performed

Full review triggered.

@unclesp1d3r
unclesp1d3r requested review from Copilot and removed request for unclesp1d3r November 16, 2025 04:30
@coderabbitai coderabbitai Bot added documentation Improvements or additions to documentation priority:normal Normal priority issue type:feature New feature implementation labels Nov 16, 2025

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Pull Request Overview

This PR adds comprehensive migration documentation and tooling to help users transition from custom templates to the new programmatic markdown generation approach in opnDossier v2.0. The migration guide provides function mappings, code examples, and best practices, while the validation script automates testing and comparison of the two generation modes.

Key changes:

  • Added 470-line migration guide with function mappings, migration patterns, and troubleshooting
  • Created 186-line validation script to automate migration testing and comparison
  • Updated Copilot instructions with clarifications on error handling, logging, and configuration management patterns

Reviewed Changes

Copilot reviewed 3 out of 3 changed files in this pull request and generated 5 comments.

File Description
docs/migration-guide.md Comprehensive migration guide with function mappings, code examples, testing strategies, and FAQ for transitioning from templates to programmatic generation
scripts/validate-migration.sh Bash script to validate migrations by comparing template vs programmatic output, testing multiple formats, and providing performance comparisons
.github/copilot-instructions.md Added code examples for error handling, structured logging, and configuration management; improved checklist formatting and clarifications

Comment thread docs/migration-guide.md
Comment on lines +294 to +298
programmaticcOutput := builder.BuildReport(config)

// Verify key content is present
assert.Contains(t, programmaticcOutput, "System Information")
assert.Contains(t, programmaticcOutput, "Security Assessment")

Copilot AI Nov 16, 2025

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Corrected spelling of 'programmaticc' to 'programmatic'

Suggested change
programmaticcOutput := builder.BuildReport(config)
// Verify key content is present
assert.Contains(t, programmaticcOutput, "System Information")
assert.Contains(t, programmaticcOutput, "Security Assessment")
programmaticOutput := builder.BuildReport(config)
// Verify key content is present
assert.Contains(t, programmaticOutput, "System Information")
assert.Contains(t, programmaticOutput, "Security Assessment")

Copilot uses AI. Check for mistakes.
Comment thread scripts/validate-migration.sh Outdated
Comment on lines +42 to +43
if find ./templates -name "*.tmpl" -o -name "*.tpl" 2>/dev/null | grep -q .; then
find ./templates -name "*.tmpl" -o -name "*.tpl" -exec grep -h -o '{{ [a-zA-Z][a-zA-Z0-9_]* ' {} \; | sort -u | sed 's/{{/ -/'

Copilot AI Nov 16, 2025

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The find command with -o operator requires parentheses for correct grouping. Without parentheses, the precedence causes the 2>/dev/null redirection to only apply to the second -name test. Change to: find ./templates \( -name "*.tmpl" -o -name "*.tpl" \) 2>/dev/null | grep -q .; then

Suggested change
if find ./templates -name "*.tmpl" -o -name "*.tpl" 2>/dev/null | grep -q .; then
find ./templates -name "*.tmpl" -o -name "*.tpl" -exec grep -h -o '{{ [a-zA-Z][a-zA-Z0-9_]* ' {} \; | sort -u | sed 's/{{/ -/'
if find ./templates \( -name "*.tmpl" -o -name "*.tpl" \) 2>/dev/null | grep -q .; then
find ./templates \( -name "*.tmpl" -o -name "*.tpl" \) -exec grep -h -o '{{ [a-zA-Z][a-zA-Z0-9_]* ' {} \; | sort -u | sed 's/{{/ -/'

Copilot uses AI. Check for mistakes.
Comment thread scripts/validate-migration.sh Outdated
echo ""
echo "Template functions in use:"
if find ./templates -name "*.tmpl" -o -name "*.tpl" 2>/dev/null | grep -q .; then
find ./templates -name "*.tmpl" -o -name "*.tpl" -exec grep -h -o '{{ [a-zA-Z][a-zA-Z0-9_]* ' {} \; | sort -u | sed 's/{{/ -/'

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Same issue as Comment 2. The find command's -o operator needs parentheses for correct grouping. Change to: find ./templates \( -name "*.tmpl" -o -name "*.tpl" \) -exec grep -h -o '{{ [a-zA-Z][a-zA-Z0-9_]* ' {} \; | sort -u | sed 's/{{/ -/'

Suggested change
find ./templates -name "*.tmpl" -o -name "*.tpl" -exec grep -h -o '{{ [a-zA-Z][a-zA-Z0-9_]* ' {} \; | sort -u | sed 's/{{/ -/'
find ./templates \( -name "*.tmpl" -o -name "*.tpl" \) -exec grep -h -o '{{ [a-zA-Z][a-zA-Z0-9_]* ' {} \; | sort -u | sed 's/{{/ -/'

Copilot uses AI. Check for mistakes.
Comment thread scripts/validate-migration.sh Outdated
# Check if equivalent methods exist by looking at the source
if [ -d "./internal/converter" ]; then
echo "Available MarkdownBuilder methods:"
grep -h "func (b \*MarkdownBuilder)" ./internal/converter/*.go | grep -v "_test.go" | sed 's/func (b \*MarkdownBuilder) / - /' | sed 's/(.*$/()/' | sort

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The grep -v "_test.go" filter on filenames won't work correctly here because the first grep operates on file contents, not filenames. To exclude test files, modify the glob pattern or use find with exclusions. Example: find ./internal/converter -name "*.go" ! -name "*_test.go" -exec grep -h "func (b \*MarkdownBuilder)" {} \; | sed 's/func (b \*MarkdownBuilder) / - /' | sed 's/(.*$/()/' | sort

Suggested change
grep -h "func (b \*MarkdownBuilder)" ./internal/converter/*.go | grep -v "_test.go" | sed 's/func (b \*MarkdownBuilder) / - /' | sed 's/(.*$/()/' | sort
find ./internal/converter -name "*.go" ! -name "*_test.go" -exec grep -h "func (b \*MarkdownBuilder)" {} \; | sed 's/func (b \*MarkdownBuilder) / - /' | sed 's/(.*$/()/' | sort

Copilot uses AI. Check for mistakes.
Comment thread scripts/validate-migration.sh Outdated
print_status $YELLOW "⚠ Reports differ - see migration-diff.txt for details"
echo "Difference summary:"
head -20 migration-diff.txt
if [ $(wc -l < migration-diff.txt) -gt 20 ]; then

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Command substitution without quotes can cause word splitting issues. Quote the command substitution for safety: if [ "$(wc -l < migration-diff.txt)" -gt 20 ]; then

Suggested change
if [ $(wc -l < migration-diff.txt) -gt 20 ]; then
if [ "$(wc -l < migration-diff.txt)" -gt 20 ]; then

Copilot uses AI. Check for mistakes.
…g settings

- Modified generateWithHybridGenerator to set opt.UseTemplateEngine based on CLI flag precedence.
- This change ensures that user-specified CLI flags take priority over configuration file settings, improving flexibility in template engine selection.

Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
- Updated logging initialization to determine log level based on verbose and quiet flags, removing reliance on deprecated GetLogLevel and GetLogFormat methods.
- Replaced string concatenation with strings.Builder for performance improvements in error message formatting.
- Removed unnecessary build constraints from integration and completeness test files, simplifying the build process.
- Marked Error function in display package as deprecated in favor of StyleSheet.ErrorPrint.

Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
@unclesp1d3r
unclesp1d3r self-requested a review as a code owner November 16, 2025 04:34
- Enhanced the migration guide with a detailed deprecation timeline and migration checklist to assist users in transitioning from template to programmatic methods.
- Updated the custom template function mapping table to reflect the current status of functions, marking several as migrated and providing implementation details.
- Improved the validation script for migration, adding checks for custom templates and ensuring users are informed about unmigrated functions.

Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
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This pull request sets up GitHub code scanning for this repository. Once the scans have completed and the checks have passed, the analysis results for this pull request branch will appear on this overview. Once you merge this pull request, the 'Security' tab will show more code scanning analysis results (for example, for the default branch). Depending on your configuration and choice of analysis tool, future pull requests will be annotated with code scanning analysis results. For more information about GitHub code scanning, check out the documentation.

Comment thread .github/workflows/ci.yml Fixed
Comment thread .github/workflows/ci.yml
- name: Setup golangci-lint
if: runner.os != 'Windows'
uses: golangci/golangci-lint-action@v8.0.0
- uses: extractions/setup-just@v3

Check warning

Code scanning / CodeQL

Unpinned tag for a non-immutable Action in workflow Medium

Unpinned 3rd party Action 'CI' step
Uses Step
uses 'extractions/setup-just' with ref 'v3', not a pinned commit hash
Comment thread .github/workflows/ci.yml

- name: Install dependencies
run: go mod download
- uses: extractions/setup-just@v3

Check warning

Code scanning / CodeQL

Unpinned tag for a non-immutable Action in workflow Medium

Unpinned 3rd party Action 'CI' step
Uses Step
uses 'extractions/setup-just' with ref 'v3', not a pinned commit hash
Comment thread .github/workflows/ci.yml
with:
go-version: ${{ env.GO_VERSION }}

- uses: extractions/setup-just@v3

Check warning

Code scanning / CodeQL

Unpinned tag for a non-immutable Action in workflow Medium

Unpinned 3rd party Action 'CI' step
Uses Step
uses 'extractions/setup-just' with ref 'v3', not a pinned commit hash
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Consolidate user story formatting for better readability and consistency throughout the user_stories.md file.

Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
- Updated template cache creation functions to handle errors gracefully.
- Modified generation engine determination to return errors for unknown types.
- Improved test cases to validate error scenarios.
- Refactored code for better readability and maintainability.

Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Comment thread .github/workflows/ci.yml Dismissed
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
- Removed checkmarks from migration guide and function mapping for clarity.
- Updated compliance report formatting for consistency.

Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
- Updated error handling to exit on error/unset vars.
- Introduced a consistent warning printing function.
- Replaced direct status prints with warning function for clarity.

Signed-off-by: UncleSp1d3r <unclesp1d3r@evilbitlabs.io>
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📘 Complete migration documentation for custom template users (v2.0 breaking change)

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