Azure Local Surveyor

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Changelog ​

All notable changes to Azure Local Surveyor are documented here. Format follows Keep a Changelog.

[Unreleased] ​

[2.9.0] — 2026-10-15 ​

Added ​

  • Single node (1 machine): two-way mirror only, no storage cache, HDD rejected, no N+1. The node range is 1 to 16 and every message says 16 is the maximum; disaggregated SAN deployments (up to 64) are out of scope and the UI says so (AB#9075).
  • Rack aware clusters 1+1 (two-way mirror, 50%) and 2+2 to 4+4 (four-way mirror, 25%): zone validation, all-flash rule, rack-loss compute check, and four-way volumes in capacity, fit, health check, hardware form, volumes and scripts.
  • Drive and cache rules from Microsoft Learn (2 capacity drives minimum; cache needs 2 cache and 4 capacity drives; hybrid 15% ratio, 32 GB cache devices and multiple-of-cache rule; all-HDD without cache rejected) and the Learn all-flash and hybrid dual-parity efficiency tables.
  • Facts registry (src/engine/facts.ts): every encoded Azure Local fact with its Learn URL and verified date, shown on the References page, plus a list of planning assumptions that are not Microsoft requirements. A release banner shows Azure Local 12.2609 (latest) in the app, PDF, Markdown and plan JSON (targetRelease).
  • Built vs sized page and docs/guide/as-built-fit.md: paste an as-built hardware JSON and compare it with sized demand and N+1 headroom.
  • JSON Schemas for the project and plan files in docs/reference, validated by tests. Project stateVersion is 11; version 10 files still open and the new fields are additive.
  • Screen guide, RVTools import guide, single node and rack aware guide, privacy and data page, and a privacy guard test that fails if network APIs or remote assets are added.
  • Journey navigation on every Storage Sizing and Workload Planning page: a step bar ("Step n of m", current step highlighted, completed steps ticked, clickable) above the page and a Previous / Continue footer below it. Workload order: Hardware → Workloads → Specialized Workloads (AVD, AKS, SOFS, MABS as sub-steps) → Hardware Options → Fit (Storage Design and Compare Drive Layouts as sub-steps) → Reports → Projects. Storage order: Hardware & Drives → Volume Planning → Compare Drive Layouts → Capacity & Resiliency → Storage Report → Projects. Routes and URLs are unchanged; the home, help and about pages show no bar.

Changed ​

  • Minimum node count is 1 (was 2); fit, recommendations and hardware limits use 1 to 16. Dual parity efficiency follows the matching Learn table. Reports show Azure Local 12.2609 (latest) as the planning basis.
  • Resiliency and volume pickers follow node count and rack aware mode. HDD capacity without a cache tier is now an error because Azure Local does not support it. Planning assumptions (host memory and vCPU reserve, N+1/N+2) are labelled as such.
  • Documentation: README, repo intent, engine spec and AGENTS.md refreshed; the docs changelog page now includes this file instead of duplicating it; the Excel workbook path no longer names a drive letter; the 2.0 planning transcript moved to archive/.

Security ​

  • xlsx 0.18.5 (prototype pollution and ReDoS advisories, no npm fix) replaced by the SheetJS 0.20.3 vendor tarball with its integrity hash pinned in package-lock.json; jsPDF 4.2.1 and jspdf-autotable 5.0.9. npm audit --omit=dev went from 8 findings (1 critical, 2 high, 5 moderate) to 2 moderate (react-router 6, which needs a major upgrade). Development-tool advisories (vitest, vite, eslint plugins) remain.
  • Removed the stale pnpm lockfile and workspace file; package-lock.json is the single lockfile.

Fixed ​

  • vCLS agent VMs named vCLS (n) are skipped by the individual RVTools import, and the grouped importer now skips vCLS too.
  • The README no longer claims a Share button: no screen uses the URL serializer in this version (see docs/reference/privacy-and-data.md).

[2.8.0] — 2026-09-10 ​

Added ​

  • Separate Storage Sizing and Workload Planning areas with independent browser state, project names, saves and resets (AB#9075).
  • Workload paths for buying hardware and assessing existing equipment; OEM configuration comparison with node constraints, additional headroom and vendor filters.
  • Existing-hardware headroom estimator for an additional VM profile; inventory VMs that exceed one host's usable RAM now fail fit checks.
  • Standalone storage PDF, XLSX, Markdown and project exports; explicit reviewed transfers of hardware and storage designs between planning areas.
  • Persistent project controls, stable specialized-workload navigation, and centralized Help & Reference with a new planning guide.
  • Release version displayed consistently in the website and saved projects; published documentation and browser tests cover both planning areas.
  • Refreshed 21 OEM planning presets with current Dell, HPE, Lenovo and DataON models, vendor references, review dates and visible sizing assumptions. Corrected stale tiers and removed unverified configurations (AB#9074).
  • Sidebar link to Hyper-V Surveyor for Windows Server planning.
  • Individual VM inventory with RVTools workbook/CSV import preview, editable rows, inclusion controls, tier review, search, and bulk changes.
  • Optional measured P95 CPU/memory sizing, performance templates and imports, independent allocation fallbacks, evidence coverage, inventory growth, and consumed/provisioned storage selection.
  • Workload Fit page with maintenance reserves, CPU/RAM/pool deficits, per-volume resiliency, and same-spec node comparison within the existing 2–16 node S2D model.
  • Downloadable, versioned projects with restore preview and scenario comparison; older plan manifests remain readable.
  • Inventory totals and fit assumptions in reports and exports, with detailed inventory in Markdown/XLSX and complete evidence in JSON projects.
  • Workload-first, existing-hardware, and fit-assessment entry points.

Fixed ​

  • Unified workload totals across screens and exports, including custom-workload internal mirrors and avoiding duplicate compute for services already hosted by AKS workers.
  • Workload-page utilization now includes inventory, custom workloads, and service presets and respects the selected maintenance reserve.
  • Inventory storage converts binary GiB to decimal TB once before entering the storage-capacity model.

[2.7.0] — 2026-06-30 ​

Added ​

  • RVTools import (AB#414) — seed the Workload Planner from an existing VMware estate. The new Import RVTools button accepts a full RVTools .xlsx export or the vInfo tab saved as .csv, parses the vInfo sheet, and creates custom workloads. VMs are grouped by their (vCPU, memory) signature — each distinct spec becomes one workload with vmCount set to the matching-VM count, so a fleet of identical hosts collapses into a single row while group totals stay exact. Memory is read from Memory (MiB → GB); storage from Provisioned (falling back to In Use) is summed per group into logical storage (MiB → TB), with osDiskPerVmGB = 0 so storage is never double-counted and internalMirrorFactor = 1 (the provisioned figure is a single allocation). Template VMs are skipped; powered-off VMs are included and surfaced in an import summary alongside VM count, group count, and aggregate vCPU/RAM/storage. Reuses the bundled xlsx dependency (no new packages). Robust to RVTools quirks: MB-labelled columns are treated as MiB, thousands separators in CSV cells are tolerated, and malformed or non-vInfo files produce a clear error.

[2.6.0] — 2026-06-30 ​

Changed ​

  • Provisioning-aware 70% headroom guidance — HC_HIGH_UTILIZATION health check is now provisioning-aware. When utilization exceeds 70% and thin-provisioned volumes are present, the issue remains severity warning (a full pool takes thin volumes offline). When all volumes are fixed/thick, it downgrades to info — fixed volumes commit their footprint up front, so the binding constraint is that footprints fit the pool (enforced by HC_OVER_CAPACITY). Messaging throughout (health check, docs page, best-practice notes) now frames 70% as a recommended operational headroom convention rather than a Microsoft hard limit.

Added ​

  • "Size to enter" column in Expansion Headroom tables — surfaces the exact TB value to type into New-Volume -Size or Windows Admin Center. PowerShell and WAC read size suffixes as binary (1 TB = 1 TiB), so this equals the TiB column, rounded down to 2 decimal places so the new volume always fits. Appears in the Final Report table, Markdown export, and XLSX export. Column header: "Size to enter / New-Volume / WAC". Past-line rows show "—". Matches the identical column being added to Cartographer 1.9.0 for cross-tool consistency.

  • WAF N+1/N+2 re-framed as compute resiliency — corrected behavior: per Microsoft WAF, N+1/N+2 reserves CPU and memory so nodes can be drained for updates or survive a node loss without dropping VMs. It is a compute concept and does not reduce storage capacity. The 2.5.0 storage-pool deduction has been removed; availableForVolumesTB is now invariant to maintenanceReserveMode. The control is relabeled "WAF compute resiliency target" in Advanced Settings. The Compute Report now shows N+1 and N+2 headroom rows for both vCPU and memory, with the selected target highlighted. N+2 compute fields (usableVCpusN2, usableMemoryGBN2) are exported in Markdown and XLSX.

[2.5.0] — 2026-06-30 ​

Added ​

  • Maintenance reserve (N+1 / N+2) — an optional Advanced Setting (default None / off). When enabled it reserves one (N+1) or two (N+2) nodes' worth of raw capacity — the headroom Microsoft's Well-Architected guidance recommends so a node can be drained for updates — as a deduction in the capacity model. Available-for-volumes and the Expansion Headroom table recompute against the reduced number. It is additive to the rebuild reserve. Off by default, so existing plans are unchanged; on a two-node two-way mirror each node already holds a full copy, so this is conservative operating headroom, not data-loss protection (explained in the setting's help text).

[2.4.1] — 2026-06-30 ​

Added ​

  • Expansion Headroom report section — at 70% / 80% / 90% / 100% pool-fill targets, shows the remaining pool footprint and the new usable data you can still store (footprint ÷ resiliency copies), in both TB and TiB, with a chart. The 70% row is flagged as the recommended planning line. Math is identical to Cartographer's, so the two tools reconcile by construction.

Removed ​

  • Dead capacityEfficiencyFactor (0.92) Advanced Setting. It was approximately the TB→TiB unit constant (0.90949) mislabeled as an efficiency haircut, and the engine already ignored it (uses a ~1% pool-metadata factor). Removing it prevents it from ever being re-applied as a phantom deduction. Capacity numbers are unchanged. Older saved scenarios import cleanly (the field is ignored on load).

[2.4.0] — 2026-06-30 ​

Wave 3 — Validation & report correctness. Locks accuracy so it can't regress: a shared golden-cluster fixture proves Surveyor and Cartographer reconcile by construction, and the Custom Workloads import path gains full lifecycle coverage.

Added ​

  • Cross-tool reconciliation keystone. A byte-valued golden-cluster fixture (src/engine/__tests__/fixtures/golden-clusters.json) is checked into both Surveyor and Cartographer identically; each tool runs its own engine against it, so green-on-both proves the two reconcile within the ±2% Wave 1 gate. 28 vitest cases across 4 clusters (twoway / threeway / dualparity, SSD and HDD). (AB#4633)
  • Full Custom Workloads JSON import lifecycle test coverage — parse, validate, normalize, round-trip, and template shape. 46 new vitest cases. (AB#154)

Changed ​

  • Custom Workloads import parsing/validation/normalization extracted from CustomWorkloads.tsx into a pure, exported parseCustomWorkloadsJson in the engine (no behavior change), making the import path unit-testable. (AB#154)

[2.3.0] — 2026-06-29 ​

Wave 2 — Legibility. The numbers are now correct (2.2.0); this release makes them unambiguous. No capacity math changed.

Added ​

  • Every capacity figure is now labeled with both its unit (decimal TB and binary TiB) and its space (footprint vs usable data); available-for-volumes shows e.g. "22.23 TB / 20.21 TiB". Glossary gains a "Footprint vs Usable" entry. (AB#4640)
  • 70% planning line drawn on the capacity bar and volume utilization bar, with an amber alert when planned volume footprint exceeds 70% of available-for-volumes (matches Cartographer's definition exactly). (AB#4639)
  • Two-way / three-way resiliency toggle in the Suggested Volumes panel; suggested sizes recompute from the pool target and options are gated by node count. (AB#4637)

[2.2.0] — 2026-06-29 ​

Wave 1 — Capacity accuracy. Capacity figures are reconciled to the canonical model (docs/capacity-model.md) shared with S2D Cartographer. Computed usable/available figures rise ~8% versus 2.1.x because the prior model was undercounting — see Changed below.

Changed ​

  • Capacity engine reconciled to the canonical model. The previous single 0.92 per-drive factor — which silently conflated a real metadata overhead with the TB→TiB decimal/binary conversion — is decomposed into an explicit ~1% pool metadata overhead (decimal TB) plus a single TB→TiB conversion applied once at available-for-volumes. Usable/available figures increase ~8% relative to 2.1.x. (AB#4641)
  • Reserve capacity now computed on a raw-byte basis — min(nodes, 4) × largest raw drive — instead of an efficiency-adjusted value, matching Cartographer. (AB#4643)

Added ​

  • Resiliency gating: resiliency options invalid for the current node count are disabled (no Three-Way Mirror on a 2-node cluster); 2-node clusters advise Nested Two-Way. Engine exposes clampResiliency() / validResiliencyOptions(). (AB#4636)

Fixed ​

  • "Total usable" capacity is no longer mislabeled as a per-node "× nodes" figure. (AB#4635)

[2.1.4] — 2026-04-15 ​

Features ​

  • Best Practice Volume Reference table now shows four pool utilization bands (70 / 80 / 90 / 100%) for both Three-Way Mirror and Two-Way Mirror, allowing direct comparison of the space/headroom tradeoff (#156)
  • Suggested Volumes section adds a 70 / 80 / 90 / 100% pool utilization target selector; defaults to 70% to avoid triggering the WAC rebuild-headroom health alert; changing the band resets the added-volume state (#156)
  • PowerShell quick-create script follows the selected reference band (default 70%) via a segmented button selector on the PS block (#156)

[2.1.3] — 2026-04-15 ​

Bug Fixes ​

  • Generic Hardware-Based volume suggestions round DOWN per-volume size to prevent pool footprint from exceeding available pool on add (#154)

[2.1.2] — 2026-04-15 ​

Bug Fixes ​

  • About page links corrected — Surveyor Docs link now points to the in-app docs route and S2DCartographer link points to the documentation site (#153)

[2.1.1] — 2026-04-15 ​

Bug Fixes ​

  • SOFS host volume suggestions now combine the guest VM OS disk and guest data on the same Azure Local host volume in both shared and per-vm layouts (#152)

[2.1.0] — 2026-04-15 ​

Bug Fixes ​

  • Pool utilization bar shows 100–101% and turns red when all storage is committed to valid volumes — off-by-one in utilization percentage calculation (#146)
  • HC_HIGH_UTILIZATION warning message conflates the reserve-drive concept with the 70% raw-capacity utilization reserve — rewrite needed for clarity (#147)
  • SOFS Auto-Sizing has a duplicate node count input that should instead be read from the Hardware page (#149)
  • AVD-Profiles and AVD-OfficeContainers volume suggestions are incorrectly generated when SOFS is selected as the profile store (#151)

Enhancements ​

  • Capacity Report: display Two-Way Mirror and Three-Way Mirror efficiency percentages side by side so hardware configurations can be compared on a single screen (#145)
  • MABS: add a toggle to choose whether the MABS VM OS disk gets a dedicated volume placement or is folded into the MABS metadata volume (#150)

Research ​

  • ReFS Deduplication and Compression: investigate capacity-planning impact, quantify realistic savings rates, and document caveats for Surveyor guidance (#141)

[2.0.0] — Comprehensive Quality Overhaul (Epic #122) ​

This release delivers a full-stack v2.0 overhaul across 14 phases. Every workload planner now generates structured volume suggestions, per-volume resiliency and provisioning are independently configurable, and a Reports page with conditional tabs shows a detailed solution summary for each enabled workload.

Added ​

  • AKS Multi-Cluster (#105): plan multiple independent AKS clusters; each cluster generates its own OS-disk CSV and PVC volume suggestions; computeAks() aggregates across all clusters
  • VM Storage Groups (#106): organize virtual machines into named storage groups; one volume suggestion per group; groups replace flat VM scenario inputs from v1
  • SOFS Volume Layout (#108): shared mode generates 1 data + 1 OS-disk volume; per-vm mode generates N data + N OS-disk volumes (one pair per SOFS guest VM); layout stored in sofsInputs.volumeLayout
  • Per-Volume Resiliency (#100): each VolumeSpec carries its own resiliency type; pool footprint calculation uses the per-volume factor, not the global default
  • Per-Volume Provisioning (#101): each VolumeSpec carries provisioning: 'fixed' | 'thin'; health check enforces fixed-only capacity constraint (HC_OVER_CAPACITY); thin over-provisioning fires HC_THIN_OVER_PROVISIONED as info only
  • Quick Start Reference (#75, Phase 12 rewrite): hardware-only two-row reference (three-way-mirror + two-way-mirror); 1 GiB safety margin applied after TiB floor; NO FAIL status; PowerShell New-Volume snippet auto-generated
  • Compute Health Check (#132, Phase 13): runComputeHealthCheck() emits HC_VCPU_HIGH, HC_VCPU_OVER_SUBSCRIBED, HC_MEMORY_HIGH, HC_MEMORY_EXCEEDED; displayed in a dedicated Compute section on the Reports page
  • AVD Report Tab (#133): per-pool session host breakdown, FSLogix storage per pool, OS disk sizes, office container totals
  • AKS Report Tab (#134): per-cluster control-plane and worker node breakdown with resource totals
  • MABS Report Tab (#135): backup sizing, internal mirror impact, VM specs, volume suggestions table
  • SOFS Report Tab (Phase 13 update): guest cluster sizing, IOPS at steady-state and login storm, internal mirror compounding explanation
  • Arc → AKS Integration (#103, Phase 6): Arc-enabled service preset storage folds into AKS-ArcServices-PVC when AKS is enabled; standalone Svc-* volume generated when AKS is off
  • Custom Workloads (#107): internalMirrorFactor applied to data volume size; OS disk volume ({Name}-OsDisk) generated when osDiskPerVmGB > 0; disabled workloads excluded from totals and volumes
  • Store Migration v9 (#130): migratePersistedState() exported for direct testing; v8 → v9 wraps flat AKS → clusters array, flat VMs → groups array, converts AVD profileStorageLocation: 's2d' → 'sofs', adds provisioning: 'fixed' to existing volumes, adds SOFS v2.0 defaults, removes per-workload CSV-resiliency fields
  • Test Coverage (Phase 14, #139): 115 automated tests (up from 63); new tests cover AKS multi-cluster, VM storage groups, SOFS per-vm layout (2 and 3 VMs), Quick Start rounding, per-volume mixed resiliency pool footprint, Arc → AKS integration, custom workload mirror factor and OS disk generation, health check mixed fixed+thin, store migration v2→v9

Changed ​

  • VolumeSpec: added provisioning: 'fixed' | 'thin' (required); existing volumes migrated to fixed in v9
  • SofsInputs: added volumeLayout: 'shared' | 'per-vm' and sofsOsDiskPerVmGB: number; both defaulted in v9 migration
  • AksInputs.clusters: flat AKS inputs replaced by clusters: AksCluster[] array in v9 (breaking schema, migration provided)
  • VmScenario.groups: flat VM inputs replaced by groups: VmStorageGroup[] array in v9 (breaking schema, migration provided)
  • MabsInputs: removed scratchResiliency / backupResiliency (v9); resiliency now per-volume on Volumes page
  • Health check: split into volume health check (runHealthCheck) and compute health check (runComputeHealthCheck) — compute codes (HC_VCPU_, HC_MEMORY_) no longer emitted by volume HC

Removed ​

  • hardware.volumeProvisioning field removed in v9 (now per-volume via VolumeSpec.provisioning)
  • customWorkloads[].resiliency field removed in v9 (now per-volume on Volumes page)

[1.7.0] — Architecture Documentation ​

Added ​

  • Architecture docs: new docs/architecture/overview.md — app layer diagram (Mermaid), page-to-engine map, state structure, export layer table, OEM preset overview (#90)
  • Architecture docs: new docs/architecture/engine-flow.md — end-to-end pipeline flowchart (Mermaid), capacity computation chain, workload aggregation flow, health-check evaluation diagram, volume suggestion flow, override handling table, Advanced Settings impact reference (#90)
  • Formula map: deferred and implemented-with-enhancements statuses added to the status key; AVD/SOFS/Compute parity test counts populated (12/8/6 scenarios); app-added modules table (AKS, MABS, service presets, custom workloads, json.ts, powershell.ts, avd-pools.ts, workload-volumes.ts); links to architecture docs (#90, #118)
  • Engine spec: surveyorVersion updated to 1.7.0; Final Report entry updated to implemented-with-enhancements with all five exporters listed; implemented-with-enhancements status added to statusValues (#118)

Architecture notes ​

  • Plan manifest (SurveyorPlan JSON export) and its Ranger integration contract are fully documented in docs/reference/plan-manifest.md (#118)
  • Workbook coverage artifact (engine-spec.json) and formula map (docs/reference/formula-map.md) serve as the machine-readable and human-readable lineage references respectively (#118)

[1.6.0] — AKS Dependencies, Terminology Clarity ​

Added ​

  • Navigation: subtitle labels added under each workload nav item — "Virtual Machines", "Azure Virtual Desktop", "Kubernetes", "Scale-Out File Server", "Azure Backup Server" (#120)
  • Arc-enabled service presets: requiresAks flag on all 5 catalog entries (SQL MI GP/BC, IoT Operations, AI Foundry Local, Container Apps); Workload Planner shows amber dependency banner with one-click Enable AKS when any such preset is enabled and AKS is off (#103)
  • AKS disable-protection: confirmation dialog when user tries to disable AKS while an AKS-dependent preset is enabled (#103)
  • PDF export: full SOFS Solution Report section added (12-row parameter table covering users, storage footprint, VM sizing, IOPS, CSV capacity, and resiliency compounding warning) (#115)
  • Docs: new docs/engine/aks.md covering AKS engine inputs, computation, storage resiliency field scope, Arc-enabled service dependency model, and integration points (#103)

Changed ​

  • Navigation: AKS moved before SOFS in the sidebar (order: Workloads → AVD → AKS → SOFS → MABS) (#120)
  • AVD: "Host Pools" planning concept renamed to Session Host Groups throughout UI, exports (Markdown, XLSX), and page copy — distinguishes session hosts on Azure Local from the host pool resource in Azure (#121)

[1.5.0] — AVD Maturity ​

Commits: 8e190af

Added ​

  • AVD planner: multi-pool host pool support — plan up to 10 independent AVD host pools in a single session, each with its own name, user count, workload model, session type, and profile storage location (#111)
  • AVD planner: per-pool breakdown table shown when more than one pool is configured; aggregate totals always shown at the top (#111)
  • AVD planner: pool selector card rail with add/remove controls; selecting a pool shows its detailed density analysis and bandwidth estimate (#111)
  • AVD planner: SOFS sync panel now aggregates across all SOFS-targeted pools only; shows aggregate user count, concurrent users, and profile size driving SOFS demand (#111, #112)
  • SOFS planner: reciprocal sync values now reflect SOFS-targeted pool aggregates rather than total AVD demand (#111)
  • AVD ↔ SOFS cross-page navigation: "Open the SOFS planner" link in the AVD sync panel; "Open the AVD planner" link in the SOFS sync indicator (#112)
  • Markdown export: per-pool breakdown table included when more than one pool is configured; external storage total shown when any pool uses non-SOFS storage (#111)
  • XLSX export: AVD Planning sheet includes aggregate summary rows followed by per-pool detail sections (#111)
  • Engine docs: docs/engine/avd.md and docs/engine/sofs.md updated to document multi-pool architecture and SOFS-targeted aggregation

Changed ​

  • AVD planner page copy: removed single-pool caveat; explains native multi-pool planning support
  • SOFS planner page copy: clarifies that only SOFS-targeted AVD pools are counted toward linked AVD demand
  • Zustand store: bumped to version 8; migration converts legacy flat AVD state into the new pools[] array format

Fixed ​

  • Store migration: omitUndefined() guard added to prevent legacy persisted undefined values from overwriting pool defaults during migration (#116)

[1.4.0] — Stability and UX Clarity ​

This release absorbs the unreleased v1.2.0 research and documentation work.

Added ​

  • Landing page at the app root (/) for first-run orientation, including a simple explanation of what Surveyor is, what the left-hand menu does, and where to start
  • Engine and docs coverage for changelog, plan manifest, and missing MkDocs navigation pages

Changed ​

  • Hardware page moved to /hardware; the sidebar logo/title and new Home nav item now return users to the landing page
  • AVD guidance now separates concurrent-user sizing from total-user profile storage sizing and documents RemoteApp planning assumptions
  • Surveyor docs were audited, repaired, and cross-linked with S2DCartographer and related Azure Local references

[1.3.0] — Workload Intelligence ​

Commits: 1f3c0dc → 974b73a

Added ​

  • AKS planner: aks.resiliency is now wired into the AKS-PersistentVolumes volume suggestion; previously defaulted to the global resiliency setting regardless of the per-cluster selection (#89)
  • AKS planner: scope note at top clarifying this page sizes base AKS infrastructure only — Arc-enabled service workloads are added separately as service presets (#89)
  • Arc-enabled service presets: pre-built workload templates for Arc SQL MI (General Purpose), Arc SQL MI (Business Critical), Azure IoT Operations, Azure AI Foundry Local, and Azure Container Apps (#81)
  • Service presets: per-instance configuration with optional vCPU, memory, and storage overrides; catalog defaults are preserved when overrides are cleared (#81)
  • Service presets: all enabled instances roll up into Workload Planner aggregate totals, volume suggestions (using catalog defaultPvcResiliency), FinalReport, and XLSX/Markdown exports (#81)
  • Custom workload builder: manual entry form for any workload not covered by built-in scenarios — VM count, vCPUs/VM, memory/VM, OS disk/VM, logical storage, resiliency, internal mirror compounding factor, and optional bandwidth estimate (#80)
  • Custom workload builder: JSON import from file upload; downloadable JSON template for schema reference (#80)
  • Custom workload builder: multiple workloads with independent enable/disable; internal mirror compounding generates accurate volume suggestion footprints (#80)
  • Custom workloads: roll up into Workload Planner totals, volume suggestions, FinalReport, and XLSX/Markdown exports with a dedicated detail sheet (#80)
  • Zustand persist: migrated to v6 (adds customWorkloads); v5 adds servicePresets (#80, #81)

Changed ​

  • AVD page: clarified single-pool scope note; added multi-pool approximation guidance; added RemoteApp mention (#95)
  • AKS planner: renamed "Storage resiliency" → "Workload volume resiliency"; storage total row now shows separate OS-disk vs PVC resiliency sub-labels (#89)

[1.1.0] — Planner Features ​

Commits: 37e3660 → b4c4796

Added ​

  • SOFS planner: architecture context banner explaining the three layers — Azure Local host CSVs → SOFS guest VM cluster → FSLogix clients (#88)
  • SOFS planner: "Azure Local host-side volume requirement" row in Sizing Results, explicitly showing the CSV space needed before host resiliency overhead (#88)
  • SOFS Report tab in Reports — dedicated end-to-end SOFS solution summary (FSLogix demand, guest cluster design, host-side requirement, resiliency compounding, IOPS, deployment assumptions); tab is hidden when SOFS is disabled (#88)
  • AVD ↔ SOFS sync panel: when AVD profile storage is set to SOFS, an "Apply to SOFS planner" button syncs user count, concurrent users, and profile size into SOFS state (#92)
  • SOFS planner: reciprocal sync indicator — green when in sync with AVD, amber when values diverge (#92)
  • AVD planner: burst headroom warning when concurrent users < 70% of total users (#96)

Changed ​

  • SOFS planner: removed all internal issue numbers (#41, #43, #45, #69) from user-facing labels and headings (#88)
  • SOFS planner: split inputs into two named sections — FSLogix Storage Demand and SOFS Guest Cluster Configuration (#88)
  • SOFS planner: renamed "SOFS internal mirror type" → "Guest cluster data protection"; "SOFS Cluster Hardware Auto-Sizing" → "Guest Cluster Drive Sizing" with rewritten descriptions clarifying storage layers (#88)
  • AVD planner: concurrent users field now has a persistent explanation that session hosts/compute/bandwidth use concurrent users while profile storage always uses total users (#96)
  • AVD planner: profile storage row in Sizing Results has a sub-label making the total-users sizing explicit (#96)
  • AVD planner: removed remaining internal issue numbers (#26, #31, #33, #37, #39) from user-facing labels (#96)

[1.0.1] — Stability and UX Clarity ​

Commits: 75814ca → 97f1db0

Added ​

  • Version number displayed in sidebar and About page (#84)
  • Changelog (CHANGELOG.md) with full version history (#84)
  • About page with resource links, credits, and release history (#84)
  • ErrorBoundary component — catches render errors and offers a one-click reset instead of a blank screen (#83)
  • Reset All Settings button in Advanced Settings panel with two-step confirmation dialog (#82)

Fixed ​

  • Blank screen on Volumes and AVD pages in Edge caused by stale Zustand localStorage state from older schema versions (#83)
  • normalizePersistedState() + merge callback ensures all store fields are hydrated with defaults on load (#83)
  • Removed dell-ax-670-large (not a real catalog entry); Dell AX presets now match the April 2026 solutions catalog (#87)
  • Pre-existing lint errors: no-useless-escape in volumes.ts, unused variable in ReportsPage.tsx

Changed ​

  • Lenovo MX: added V4 Premier Solutions (MX630 V4, MX650 V4); V3 models remain as Integrated Systems (#87)
  • HPE ProLiant: DL380 Gen11 elevated to Premier (Ignite 2025); DL145 Gen11 added as Integrated System for edge (May 2025); DL360 Gen11 remains Validated Node (#87)
  • AKS and VM workload resiliency fields renamed from generic "Resiliency" / "Storage resiliency" to "Workload volume resiliency" with context hints (#91)
  • AVD scenario card now explains that OS disks use Three-Way Mirror and profile/data volumes follow the default resiliency in Advanced Settings (#91)
  • Quick-Start Volumes fit-check banner renamed from "FIT CHECK: PASS/FAIL" to "Reference scenario fits/does not fit" (#98)
  • Quick-Start footer now explicitly distinguishes the reference scenario from the Volume Health Check and explains they are independent (#98)
  • Added Microsoft Learn reference links to the Quick-Start Volumes section (#98)
  • Milestone structure reorganized: v1.0.1 (stability), v1.1.0 (polish), v1.2.0 (research/docs), v1.3.0 (intelligence) (#84)

[1.0.0] — Quick-Start Volumes and Report Alignment ​

Commit: a8beb7c

Added ​

  • Quick-start volumes table — hardware-based equal-split reference with fit check (#75)
  • Volume mode toggle — switch between workload-based and generic hardware-based suggestions (#76)
  • Smart volume mode with capacity validation (#76)
  • Expanded volume health check — summary banner and collapsible detailed breakdown (#77)
  • OEM preset dropdown verification and update against Azure Local hardware catalog (#78)
  • Report alignment — unified exports, PowerShell scripts, and completeness pass (#79)

[0.4.0] — MABS, VM Scenarios, and Drive Layout ​

Commits: b7f3fca → f3a833a

Added ​

  • MABS (Microsoft Azure Backup Server) backup planner (#70)
  • VM scenarios consolidation and workload-based volume suggestions (#68)
  • Drive layout comparison page — auto-calculate equivalent drive size for same raw capacity (#65)
  • NaN guards and internal mirror resiliency support (#67–#74)
  • Drive size standardized dropdown replacing free-text input (#74)
  • TiB labeling throughout volume and capacity output
  • Hyperthreading locked as enabled on Hardware form; override moved to Advanced Settings

Fixed ​

  • SOFS NaN values in planner output

[0.3.0] — Advanced Settings, Charts, and Exports ​

Commits: 75126b0 → aab780e

Added ​

  • Advanced settings overrides for formula-calculated values (#64)
  • Visual charts and gauges in reports (#10)
  • Richer PDF and XLSX exports matching Excel tab structure (#18)
  • Health check expansion — logo and onboarding banner (#20, #19)
  • Advanced Settings sidebar button wired to working modal (#2)

[0.2.0] — AVD, SOFS, AKS, Health Check, and Reference Pages ​

Commits: fb82ffe → b0fb8b6

Added ​

  • Azure Virtual Desktop (AVD) planner — session host density, FSLogix sizing, network bandwidth, gold image reference, readiness checklist (#26–#39)
  • AVD FSLogix user type mix estimator — Task / Knowledge / Power Worker (#59)
  • AVD FSLogix profile storage location selector (S2D / SOFS / Azure Files / External) (#33)
  • Growth buffer percentage on FSLogix profile storage (#27)
  • Concurrent users as primary session host sizing driver (#26)
  • Scale-Out File Server (SOFS) planner — cluster sizing, IOPS, FSLogix container types, readiness checklist (#41–#47)
  • AKS on Azure Local planning page (#17)
  • Dell AX-660, AX-4510, AX-4520 OEM presets
  • Tabbed Reports view — Capacity / Compute / Final (#9)
  • N+1 failover analysis and N+1 Fit column in compute report (#23)
  • Per-scenario vCPU overcommit ratios (#24)
  • Overcommit sensitivity table with N+1 Fit column (#25)
  • Thin Provisioning reference guide with risks, PowerShell monitoring, and checklist (#53)
  • References page — 17 hyperlinked Microsoft Learn URLs (#55)
  • TB ↔ TiB conversion reference table with live converter (#57)
  • In-app Documentation page (#3)
  • Resiliency reference guide (#11)
  • Conditional sidebar navigation — hide AVD/SOFS when disabled (#4)
  • Prominent TiB vs TB callouts throughout the UI (#5)
  • Best Practice Notes section in Final Report (#51)
  • PowerShell volume creation commands in Final Report (#49)

Fixed ​

  • Pool utilization warning threshold corrected to 70% (#58)
  • SOFS compute never added to workload totals (#15)
  • Health check vCPU/memory checks ignoring workload scenario totals (#14)
  • FinalReport always showing AVD/SOFS sections regardless of enabled state (#12)

[0.1.0] — Initial Release ​

Commits: cba85d8 → 843056b

Added ​

  • Hardware inputs — node count, CPU, memory, drive configuration, OEM presets
  • S2D capacity engine — pool sizing, resiliency efficiency, usable capacity formula (Excel-parity rewrite)
  • Capacity Report — raw capacity, pool capacity, usable capacity, WAC TiB equivalent
  • Workload planner — multi-scenario vCPU and memory planning
  • Basic volume planning
  • Azure Local brand color scheme and hexagon logo
  • Hash-based routing for GitHub Pages SPA support

Released under the MIT License.

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