Files
zeekay 1b367e2b62 chore: rebase the tree onto upstream master
The tree was a debranded snapshot of upstream taken around 2026-02-20, and
upstream has moved about five months since. This replaces it with upstream
master, mechanically re-derived: bin/debrand does the rename, and the
pipeline and squashed migrations are restored from the shipped tree.

Not a merge. The previous import replaced the tree wholesale in a single
commit, so there is no shared content history to merge against. Reproducing
the rename on the new tree is what actually converges.

What survives: .hanzo/workflows, the Dockerfiles and bin/docker* entrypoints,
compose files, LLM.md, and insights/migrations. The squashed initial
migration is load-bearing — the live database records it by name, so
upstream's ~918 individual migrations cannot come back.

Nine products are dropped as unreferenced. Twenty-one more that we do not run
are kept anyway because the core app still imports them; unpicking those is a
refactor and does not belong in a rebase.

This base does not build yet, and the reasons are not in the rename:
upstream now wants Python 3.13.13 against our 3.12.12 and Django 5.2 against
our 4.2, and the dependency manifests still name upstream packages that we
republish under our own names. Those are decisions, not renames.
2026-08-01 15:44:40 -07:00

8.8 KiB

name, description
name description
manage-dashboard-widgets Guides Insights engineers through dashboard widget platform work — ship a new widget_type (WIDGET_REGISTRY, catalog, run_widgets, WidgetCard) or update a shipped type (config, query, layout, RBAC, tile filter bar, list footer, titleHref, throttles). Use for WidgetSpec, widget_specs/, widget-configs.zod.ts, insightscli build:openapi, error_tracking_list, session_replay_list, widgetFilters, formatWidgetListCountFooter, widget_query_throttle, or WidgetCard composition. New types need widget-intake confirmation first. Not for MCP batch-add of existing types or adding tiles to a dashboard.

Managing dashboard widgets

For Insights engineers working on dashboard widget tiles in the repo.

Human overview: products/dashboards/CONTRIBUTING.md

In scope: widget tiles (widget_id on DashboardTile) — ship new types or change shipped types.

Out of scope: adding an existing type to a dashboard (MCP dashboard-widget-catalog-list → dashboard-widgets-batch-add); insight tiles, text cards, button tiles.

1. Route first

Request Path Start here
New widget_type that does not exist Ship §2 Ship a new type — intake mandatory
Change a shipped type (config, query, UI, layout, RBAC, deprecate) Update §3 Update a shipped type — skip intake
Add existing type to a dashboard — MCP only — not this skill
Chart / trend / graph for product metrics on a dashboard — Insight tile — architecture.md § Charts

Shipped types (code truth): architecture.md § Shipped types.

2. Ship a new widget_type

Intake — ask before coding

Mandatory for new types only. Read widget-intake.md and:

  1. Discover product UI in the repo — concrete components/scenes before generic tile-body questions.
  2. Apply defaults and inference (groupId, copy spine, list UX) — never AskQuestion banned topics.
  3. Resolve ambiguity — one batched follow-up for gaps, max 6 questions (open fields).
  4. Post the spec table; get confirmation before checklist §1.

Execute

After spec confirmation → checklist-new-widget-type.md §1 → §8. §5b (dedicated stories — required before the PR, not a follow-up) is sequenced once MVP tests are green.

3. Update a shipped type

Skip intake. Identify the type from the request or EXPECTED_WIDGET_TYPES in widget_registry.py.

  1. Read managing-existing-widgets.md — "What kind of change?" routing table for primary files.
  2. Confirm: which type, what changes, backward-compatible config migration?
  3. Follow linked references from that table — do not re-read the new-type checklist.

Cannot change in place: widget_type string on existing rows; stored w/h when catalog defaults change.

New visualization kind = ship (§2). Chart-primary = insight tile (architecture.md § Charts).

4. Platform invariants

Both paths:

  1. RBAC registry-driven — no widget_type branches in dashboard.py. permissions-and-sharing.md § Product RBAC
  2. One widget_type everywhere — registries + both catalogs + FE registry; variants share groupId only.
  3. Per-type code in product paths — not platform shells. architecture.md § Platform files
  4. WidgetCard compound pattern — composition.md
  5. Config contract = Pydantic SSOT — widget_specs/configs.py + WidgetSpec in registry.py; insightscli build:openapi for OpenAPI/FE Zod/MCP. Runtime PATCH stays JSONField. See config-and-codegen.md.
  6. No chart-primary widgets — architecture.md § Charts

New widget_type strings need no migration — register registries + catalogs only.

5. Companion skills

Skill When
improving-drf-endpoints dashboard @extend_schema (config serializers auto-derive from WIDGET_SPECS)
writing-kea-logics edit*WidgetModalLogic.ts or dashboardLogic.tsx
django-migrations DashboardWidget / DashboardTile schema only
adopting-generated-api-types Tile PATCH in frontend/utils.ts

6. Verify

MVP smoke (renders + core tests — not a ship point):

insightscli test products/dashboards/backend/api/test/test_run_widgets.py
insightscli test products/dashboards/backend/api/test/test_dashboard_widgets.py
insightscli test products/dashboards/frontend/widgets/registry.test.tsx

Ship gate (required before the PR): checklist §8 + insightscli build:openapi + dedicated Storybook stories per checklist §5b (component + edit modal — required, not just the catalog overview).

Config SSOT changes (also run after widget_specs/ edits):

insightscli test products/dashboards/backend/api/test/test_widget_config_schema_parity.py
insightscli test products/dashboards/frontend/widgets/widgetConfigSchemaParity.test.ts
insightscli test products/dashboards/backend/api/test/test_widget_openapi_enums.py   # new widget_type only

Update: tests for layers touched — at minimum test_run_widgets.py if BE changed, products/dashboards/frontend/widgets/ if FE changed, insightscli build:openapi if config OpenAPI changed. See managing-existing-widgets.md routing table Also check column.

Reference appendix

Topic Doc
Intake (new types only) widget-intake.md — canonical defaults + spec recap
New type checklist checklist-new-widget-type.md
Update shipped type managing-existing-widgets.md
Architecture architecture.md — file map, invariants
Config + codegen config-and-codegen.md
WidgetCard / edit modal composition.md
List footer / tile filters list-widget-patterns.md
Tile min/max layout-and-ux.md
RBAC / sharing permissions-and-sharing.md
Setup gates availability-and-gating.md
MCP after ship mcp.md
Skill doc maintenance skill-maintenance.md