Add Archer Template Library for risk acceptance form reuse

Adds a template management system to the Ivanti Queue's Archer Risk
Acceptance workflow. Templates store static form content (Environment
Overview, Segmentation, Mitigating Controls, etc.) organized by
Vendor > Platform > Model hierarchy.

Features:
- Full CRUD API at /api/archer-templates with search, filter, clone,
  and hierarchy navigation endpoints
- Template Manager page (nav: Template Mgr) with grouped list view,
  create/edit/clone/delete modals, role-based access
- TemplateSelector component integrated into Ivanti Todo Queue for
  Archer workflow items with per-section copy-to-clipboard buttons
  and Copy All functionality
- Database migration with case-insensitive uniqueness enforcement
- Audit logging for all template mutations

New files:
- backend/migrations/add_archer_templates_table.js
- backend/routes/archerTemplates.js
- frontend/src/components/pages/ArcherTemplatePage.js
- frontend/src/components/TemplateSelector.js
- frontend/src/components/TemplateFormModal.js
- frontend/src/components/DeleteConfirmModal.js
This commit is contained in:
Jordan Ramos
2026-06-02 16:08:25 -06:00
parent c5225c96a5
commit 3500787851
11 changed files with 2648 additions and 133 deletions

View File

@@ -0,0 +1,60 @@
// Migration: Add archer_templates table for the Archer Template Library feature
const pool = require('../db');
async function run() {
console.log('Starting archer_templates table migration...');
try {
await pool.query(`
CREATE TABLE IF NOT EXISTS archer_templates (
id SERIAL PRIMARY KEY,
vendor VARCHAR(100) NOT NULL,
platform VARCHAR(100) NOT NULL,
model VARCHAR(100) NOT NULL,
environment_overview TEXT NOT NULL DEFAULT '',
segmentation TEXT NOT NULL DEFAULT '',
mitigating_controls TEXT NOT NULL DEFAULT '',
additional_info TEXT NOT NULL DEFAULT '',
charter_network_banner TEXT NOT NULL DEFAULT '',
data_classification TEXT NOT NULL DEFAULT '',
charter_network TEXT NOT NULL DEFAULT '',
additional_access_list TEXT NOT NULL DEFAULT '',
created_by INTEGER REFERENCES users(id) ON DELETE SET NULL,
created_at TIMESTAMPTZ DEFAULT NOW(),
updated_at TIMESTAMPTZ DEFAULT NOW()
)
`);
console.log('✓ archer_templates table created (or already exists)');
// Case-insensitive uniqueness on trimmed vendor/platform/model
await pool.query(`
CREATE UNIQUE INDEX IF NOT EXISTS idx_archer_templates_unique_combo
ON archer_templates (LOWER(TRIM(vendor)), LOWER(TRIM(platform)), LOWER(TRIM(model)))
`);
console.log('✓ idx_archer_templates_unique_combo index created (or already exists)');
// Indexes for list query performance
await pool.query(`
CREATE INDEX IF NOT EXISTS idx_archer_templates_vendor
ON archer_templates(vendor)
`);
console.log('✓ idx_archer_templates_vendor index created (or already exists)');
await pool.query(`
CREATE INDEX IF NOT EXISTS idx_archer_templates_platform
ON archer_templates(platform)
`);
console.log('✓ idx_archer_templates_platform index created (or already exists)');
console.log('Migration complete.');
} catch (err) {
console.error('Migration failed:', err.message);
throw err;
}
}
module.exports = { run };
// Self-execute when run directly
if (require.main === module) {
run().then(() => process.exit(0)).catch(() => process.exit(1));
}

View File

@@ -26,6 +26,7 @@ const POSTGRES_MIGRATIONS = [
'add_multi_item_jira_ticket.js',
'drop_jira_status_check_constraint.js',
'add_compliance_history_metric_id.js',
'add_archer_templates_table.js',
];
async function runAll() {

View File

@@ -0,0 +1,543 @@
// routes/archerTemplates.js
const express = require('express');
const pool = require('../db');
const { requireAuth, requireGroup } = require('../middleware/auth');
const logAudit = require('../helpers/auditLog');
// Section fields and their max length
const SECTION_FIELDS = [
'environment_overview',
'segmentation',
'mitigating_controls',
'additional_info',
'charter_network_banner',
'data_classification',
'charter_network',
'additional_access_list'
];
const SECTION_MAX_LENGTH = 10000;
function createArcherTemplatesRouter() {
const router = express.Router();
// --- Hierarchy endpoints (MUST be defined before /:id to avoid route conflicts) ---
/**
* GET /api/archer-templates/hierarchy/vendors
*
* Returns a sorted array of distinct vendor names across all templates.
*
* @returns {string[]} 200 - Array of vendor names sorted alphabetically
* @returns {object} 500 - { error: 'Internal server error' }
*/
router.get('/hierarchy/vendors', requireAuth(), async (req, res) => {
try {
const { rows } = await pool.query(
'SELECT DISTINCT vendor FROM archer_templates ORDER BY vendor ASC'
);
res.json(rows.map(r => r.vendor));
} catch (err) {
console.error('Error fetching template vendors:', err);
res.status(500).json({ error: 'Internal server error' });
}
});
/**
* GET /api/archer-templates/hierarchy/platforms
*
* Returns a sorted array of distinct platform names for a given vendor.
*
* @query {string} vendor - (required) The vendor to filter platforms by
* @returns {string[]} 200 - Array of platform names sorted alphabetically
* @returns {object} 400 - { error: 'vendor query parameter is required' }
* @returns {object} 500 - { error: 'Internal server error' }
*/
router.get('/hierarchy/platforms', requireAuth(), async (req, res) => {
const { vendor } = req.query;
if (!vendor) {
return res.status(400).json({ error: 'vendor query parameter is required' });
}
try {
const { rows } = await pool.query(
'SELECT DISTINCT platform FROM archer_templates WHERE LOWER(TRIM(vendor)) = LOWER(TRIM($1)) ORDER BY platform ASC',
[vendor]
);
res.json(rows.map(r => r.platform));
} catch (err) {
console.error('Error fetching template platforms:', err);
res.status(500).json({ error: 'Internal server error' });
}
});
/**
* GET /api/archer-templates/hierarchy/models
*
* Returns a sorted array of distinct model names for a given vendor and platform.
*
* @query {string} vendor - (required) The vendor to filter by
* @query {string} platform - (required) The platform to filter by
* @returns {string[]} 200 - Array of model names sorted alphabetically
* @returns {object} 400 - { error: 'Missing required query parameters: ...' }
* @returns {object} 500 - { error: 'Internal server error' }
*/
router.get('/hierarchy/models', requireAuth(), async (req, res) => {
const { vendor, platform } = req.query;
const missing = [];
if (!vendor) missing.push('vendor');
if (!platform) missing.push('platform');
if (missing.length > 0) {
return res.status(400).json({ error: `Missing required query parameters: ${missing.join(', ')}` });
}
try {
const { rows } = await pool.query(
'SELECT DISTINCT model FROM archer_templates WHERE LOWER(TRIM(vendor)) = LOWER(TRIM($1)) AND LOWER(TRIM(platform)) = LOWER(TRIM($2)) ORDER BY model ASC',
[vendor, platform]
);
res.json(rows.map(r => r.model));
} catch (err) {
console.error('Error fetching template models:', err);
res.status(500).json({ error: 'Internal server error' });
}
});
// --- Core CRUD endpoints ---
/**
* POST /api/archer-templates
*
* Creates a new Archer template with vendor/platform/model hierarchy and section content.
* Requires Admin or Standard_User group.
*
* @body {string} vendor - (required) Vendor name, 1-100 chars after trim
* @body {string} platform - (required) Platform name, 1-100 chars after trim
* @body {string} model - (required) Model name, 1-100 chars after trim
* @body {string} [environment_overview] - Section content, max 10,000 chars
* @body {string} [segmentation] - Section content, max 10,000 chars
* @body {string} [mitigating_controls] - Section content, max 10,000 chars
* @body {string} [additional_info] - Section content, max 10,000 chars
* @body {string} [charter_network_banner] - Section content, max 10,000 chars
* @body {string} [data_classification] - Section content, max 10,000 chars
* @body {string} [charter_network] - Section content, max 10,000 chars
* @body {string} [additional_access_list] - Section content, max 10,000 chars
* @returns {object} 201 - The created template record (all columns)
* @returns {object} 400 - { error: 'validation message' }
* @returns {object} 409 - { error: 'A template with this vendor/platform/model combination already exists' }
* @returns {object} 500 - { error: 'Internal server error' }
*/
router.post('/', requireAuth(), requireGroup('Admin', 'Standard_User'), async (req, res) => {
const { vendor, platform, model } = req.body;
// Validate vendor, platform, model — required, 1-100 chars after trim, non-empty after trim
const errors = [];
for (const [field, value] of [['vendor', vendor], ['platform', platform], ['model', model]]) {
if (value === undefined || value === null || typeof value !== 'string' || value.trim().length === 0) {
errors.push(`${field} is required`);
} else if (value.trim().length > 100) {
errors.push(`${field} must be 100 characters or fewer`);
}
}
if (errors.length > 0) {
return res.status(400).json({ error: errors.join('; ') });
}
// Validate section fields — max 10,000 chars each, default to empty string
const sectionValues = {};
for (const field of SECTION_FIELDS) {
const val = req.body[field];
if (val !== undefined && val !== null && typeof val === 'string') {
if (val.length > SECTION_MAX_LENGTH) {
return res.status(400).json({ error: `${field} must be 10,000 characters or fewer` });
}
sectionValues[field] = val;
} else {
sectionValues[field] = '';
}
}
try {
const { rows } = await pool.query(
`INSERT INTO archer_templates (vendor, platform, model, environment_overview, segmentation, mitigating_controls, additional_info, charter_network_banner, data_classification, charter_network, additional_access_list, created_by)
VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12)
RETURNING *`,
[
vendor.trim(),
platform.trim(),
model.trim(),
sectionValues.environment_overview,
sectionValues.segmentation,
sectionValues.mitigating_controls,
sectionValues.additional_info,
sectionValues.charter_network_banner,
sectionValues.data_classification,
sectionValues.charter_network,
sectionValues.additional_access_list,
req.user.id
]
);
// Fire-and-forget audit log
logAudit({
userId: req.user.id,
username: req.user.username,
action: 'template_created',
entityType: 'archer_template',
entityId: String(rows[0].id),
details: { vendor: vendor.trim(), platform: platform.trim(), model: model.trim() },
ipAddress: req.ip
});
res.status(201).json(rows[0]);
} catch (err) {
if (err.code === '23505') {
return res.status(409).json({ error: 'A template with this vendor/platform/model combination already exists' });
}
console.error('Error creating template:', err);
res.status(500).json({ error: 'Internal server error' });
}
});
/**
* GET /api/archer-templates
*
* Lists all templates with optional search and exact-match filters.
* Results are sorted by vendor, platform, model (ascending).
*
* @query {string} [search] - Substring search across vendor, platform, and model (ILIKE)
* @query {string} [vendor] - Exact-match filter on vendor (case-insensitive)
* @query {string} [platform] - Exact-match filter on platform (case-insensitive)
* @query {string} [model] - Exact-match filter on model (case-insensitive)
* @returns {object[]} 200 - Array of template records sorted by vendor/platform/model
* @returns {object} 500 - { error: 'Internal server error' }
*/
router.get('/', requireAuth(), async (req, res) => {
const { search, vendor, platform, model } = req.query;
let query = 'SELECT * FROM archer_templates WHERE 1=1';
const params = [];
let paramIndex = 1;
// Search — ILIKE substring match across vendor, platform, model
const trimmedSearch = search ? search.trim() : '';
if (trimmedSearch.length > 0) {
query += ` AND (vendor ILIKE $${paramIndex} OR platform ILIKE $${paramIndex} OR model ILIKE $${paramIndex})`;
params.push(`%${trimmedSearch}%`);
paramIndex++;
}
// Exact-match filters (case-insensitive via LOWER/TRIM)
if (vendor) {
query += ` AND LOWER(TRIM(vendor)) = LOWER(TRIM($${paramIndex}))`;
params.push(vendor);
paramIndex++;
}
if (platform) {
query += ` AND LOWER(TRIM(platform)) = LOWER(TRIM($${paramIndex}))`;
params.push(platform);
paramIndex++;
}
if (model) {
query += ` AND LOWER(TRIM(model)) = LOWER(TRIM($${paramIndex}))`;
params.push(model);
paramIndex++;
}
query += ' ORDER BY vendor ASC, platform ASC, model ASC';
try {
const { rows } = await pool.query(query, params);
res.json(rows);
} catch (err) {
console.error('Error fetching templates:', err);
res.status(500).json({ error: 'Internal server error' });
}
});
/**
* POST /api/archer-templates/:id/clone
*
* Clones an existing template's section content into a new template with different
* vendor/platform/model hierarchy values. Requires Admin or Standard_User group.
*
* @param {number} id - The ID of the source template to clone from
* @body {string} vendor - (required) New vendor name, 1-100 chars after trim
* @body {string} platform - (required) New platform name, 1-100 chars after trim
* @body {string} model - (required) New model name, 1-100 chars after trim
* @returns {object} 201 - The newly created cloned template record
* @returns {object} 400 - { error: 'validation message' }
* @returns {object} 404 - { error: 'Template not found' }
* @returns {object} 409 - { error: 'A template with this vendor/platform/model combination already exists' }
* @returns {object} 500 - { error: 'Internal server error' }
*/
router.post('/:id/clone', requireAuth(), requireGroup('Admin', 'Standard_User'), async (req, res) => {
const { id } = req.params;
const { vendor, platform, model } = req.body;
// Validate vendor, platform, model — required, 1-100 chars after trim, non-empty after trim
const errors = [];
for (const [field, value] of [['vendor', vendor], ['platform', platform], ['model', model]]) {
if (value === undefined || value === null || typeof value !== 'string' || value.trim().length === 0) {
errors.push(`${field} is required`);
} else if (value.trim().length > 100) {
errors.push(`${field} must be 100 characters or fewer`);
}
}
if (errors.length > 0) {
return res.status(400).json({ error: errors.join('; ') });
}
try {
// Verify source template exists
const { rows: sourceRows } = await pool.query('SELECT * FROM archer_templates WHERE id = $1', [id]);
if (sourceRows.length === 0) {
return res.status(404).json({ error: 'Template not found' });
}
const source = sourceRows[0];
// INSERT copying all 8 section fields from source with new hierarchy values
const { rows } = await pool.query(
`INSERT INTO archer_templates (vendor, platform, model, environment_overview, segmentation, mitigating_controls, additional_info, charter_network_banner, data_classification, charter_network, additional_access_list, created_by)
VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12)
RETURNING *`,
[
vendor.trim(),
platform.trim(),
model.trim(),
source.environment_overview,
source.segmentation,
source.mitigating_controls,
source.additional_info,
source.charter_network_banner,
source.data_classification,
source.charter_network,
source.additional_access_list,
req.user.id
]
);
// Fire-and-forget audit log
logAudit({
userId: req.user.id,
username: req.user.username,
action: 'template_cloned',
entityType: 'archer_template',
entityId: String(rows[0].id),
details: { sourceId: Number(id), newId: rows[0].id, vendor: vendor.trim(), platform: platform.trim(), model: model.trim() },
ipAddress: req.ip
});
res.status(201).json(rows[0]);
} catch (err) {
if (err.code === '23505') {
return res.status(409).json({ error: 'A template with this vendor/platform/model combination already exists' });
}
console.error('Error cloning template:', err);
res.status(500).json({ error: 'Internal server error' });
}
});
/**
* GET /api/archer-templates/:id
*
* Fetches a single template by its ID.
*
* @param {number} id - The template ID
* @returns {object} 200 - The template record
* @returns {object} 404 - { error: 'Template not found' }
* @returns {object} 500 - { error: 'Internal server error' }
*/
router.get('/:id', requireAuth(), async (req, res) => {
const { id } = req.params;
try {
const { rows } = await pool.query('SELECT * FROM archer_templates WHERE id = $1', [id]);
if (rows.length === 0) {
return res.status(404).json({ error: 'Template not found' });
}
res.json(rows[0]);
} catch (err) {
console.error('Error fetching template:', err);
res.status(500).json({ error: 'Internal server error' });
}
});
/**
* PUT /api/archer-templates/:id
*
* Updates an existing template. Supports partial updates — only provided fields are changed.
* Always updates `updated_at` to NOW(). Requires Admin or Standard_User group.
*
* @param {number} id - The template ID to update
* @body {string} [vendor] - New vendor name, 1-100 chars after trim
* @body {string} [platform] - New platform name, 1-100 chars after trim
* @body {string} [model] - New model name, 1-100 chars after trim
* @body {string} [environment_overview] - Section content, max 10,000 chars
* @body {string} [segmentation] - Section content, max 10,000 chars
* @body {string} [mitigating_controls] - Section content, max 10,000 chars
* @body {string} [additional_info] - Section content, max 10,000 chars
* @body {string} [charter_network_banner] - Section content, max 10,000 chars
* @body {string} [data_classification] - Section content, max 10,000 chars
* @body {string} [charter_network] - Section content, max 10,000 chars
* @body {string} [additional_access_list] - Section content, max 10,000 chars
* @returns {object} 200 - The updated template record
* @returns {object} 400 - { error: 'validation message' }
* @returns {object} 404 - { error: 'Template not found' }
* @returns {object} 409 - { error: 'A template with this vendor/platform/model combination already exists' }
* @returns {object} 500 - { error: 'Internal server error' }
*/
router.put('/:id', requireAuth(), requireGroup('Admin', 'Standard_User'), async (req, res) => {
const { id } = req.params;
try {
// Verify template exists
const { rows: existingRows } = await pool.query('SELECT * FROM archer_templates WHERE id = $1', [id]);
if (existingRows.length === 0) {
return res.status(404).json({ error: 'Template not found' });
}
const existing = existingRows[0];
// Validate provided hierarchy fields
const errors = [];
const updatedFields = {};
const changedFieldNames = [];
for (const field of ['vendor', 'platform', 'model']) {
const value = req.body[field];
if (value !== undefined) {
if (value === null || typeof value !== 'string' || value.trim().length === 0) {
errors.push(`${field} is required`);
} else if (value.trim().length > 100) {
errors.push(`${field} must be 100 characters or fewer`);
} else {
updatedFields[field] = value.trim();
if (value.trim() !== existing[field]) {
changedFieldNames.push(field);
}
}
}
}
// Validate provided section fields
for (const field of SECTION_FIELDS) {
const val = req.body[field];
if (val !== undefined) {
if (val !== null && typeof val === 'string') {
if (val.length > SECTION_MAX_LENGTH) {
errors.push(`${field} must be 10,000 characters or fewer`);
} else {
updatedFields[field] = val;
if (val !== existing[field]) {
changedFieldNames.push(field);
}
}
} else {
updatedFields[field] = '';
if ('' !== existing[field]) {
changedFieldNames.push(field);
}
}
}
}
if (errors.length > 0) {
return res.status(400).json({ error: errors.join('; ') });
}
// Check uniqueness if vendor/platform/model changed (excluding self)
const newVendor = updatedFields.vendor || existing.vendor;
const newPlatform = updatedFields.platform || existing.platform;
const newModel = updatedFields.model || existing.model;
if (updatedFields.vendor !== undefined || updatedFields.platform !== undefined || updatedFields.model !== undefined) {
const { rows: conflictRows } = await pool.query(
`SELECT id FROM archer_templates WHERE LOWER(TRIM(vendor)) = LOWER(TRIM($1)) AND LOWER(TRIM(platform)) = LOWER(TRIM($2)) AND LOWER(TRIM(model)) = LOWER(TRIM($3)) AND id != $4`,
[newVendor, newPlatform, newModel, id]
);
if (conflictRows.length > 0) {
return res.status(409).json({ error: 'A template with this vendor/platform/model combination already exists' });
}
}
// Build dynamic UPDATE SET clause for only provided fields
const setClauses = [];
const params = [];
let paramIndex = 1;
for (const [field, value] of Object.entries(updatedFields)) {
setClauses.push(`${field} = $${paramIndex}`);
params.push(value);
paramIndex++;
}
// Always set updated_at = NOW()
setClauses.push(`updated_at = NOW()`);
// Execute update
params.push(id);
const { rows } = await pool.query(
`UPDATE archer_templates SET ${setClauses.join(', ')} WHERE id = $${paramIndex} RETURNING *`,
params
);
// Fire-and-forget audit log
logAudit({
userId: req.user.id,
username: req.user.username,
action: 'template_updated',
entityType: 'archer_template',
entityId: String(id),
details: { changedFields: changedFieldNames },
ipAddress: req.ip
});
res.json(rows[0]);
} catch (err) {
console.error('Error updating template:', err);
res.status(500).json({ error: 'Internal server error' });
}
});
/**
* DELETE /api/archer-templates/:id
*
* Permanently deletes a template. Requires Admin or Standard_User group.
*
* @param {number} id - The template ID to delete
* @returns {object} 200 - { message: 'Template deleted successfully' }
* @returns {object} 404 - { error: 'Template not found' }
* @returns {object} 500 - { error: 'Internal server error' }
*/
router.delete('/:id', requireAuth(), requireGroup('Admin', 'Standard_User'), async (req, res) => {
const { id } = req.params;
try {
// Verify template exists
const { rows: existingRows } = await pool.query('SELECT * FROM archer_templates WHERE id = $1', [id]);
if (existingRows.length === 0) {
return res.status(404).json({ error: 'Template not found' });
}
const existing = existingRows[0];
// Delete the template
await pool.query('DELETE FROM archer_templates WHERE id = $1', [id]);
// Fire-and-forget audit log
logAudit({
userId: req.user.id,
username: req.user.username,
action: 'template_deleted',
entityType: 'archer_template',
entityId: String(id),
details: { vendor: existing.vendor, platform: existing.platform, model: existing.model },
ipAddress: req.ip
});
res.json({ message: 'Template deleted successfully' });
} catch (err) {
console.error('Error deleting template:', err);
res.status(500).json({ error: 'Internal server error' });
}
});
return router;
}
module.exports = createArcherTemplatesRouter;

View File

@@ -26,6 +26,7 @@ const logAudit = require('./helpers/auditLog');
const createNvdLookupRouter = require('./routes/nvdLookup');
const createKnowledgeBaseRouter = require('./routes/knowledgeBase');
const createArcherTicketsRouter = require('./routes/archerTickets');
const createArcherTemplatesRouter = require('./routes/archerTemplates');
const createIvantiWorkflowsRouter = require('./routes/ivantiWorkflows');
const createIvantiFindingsRouter = require('./routes/ivantiFindings');
const createIvantiTodoQueueRouter = require('./routes/ivantiTodoQueue');
@@ -201,6 +202,9 @@ app.use('/api/knowledge-base', createKnowledgeBaseRouter(upload));
// Archer tickets routes (editor/admin for create/update/delete, all authenticated for view)
app.use('/api/archer-tickets', createArcherTicketsRouter());
// Archer template library routes (editor/admin for create/update/delete/clone, all authenticated for view)
app.use('/api/archer-templates', createArcherTemplatesRouter());
// Ivanti / RiskSense workflow routes (all authenticated users)
app.use('/api/ivanti/workflows', createIvantiWorkflowsRouter());