cloud suite
Purpose
Hosted collaboration/sharing UX, onboarding, and production hardening. This is the Django web application that wraps dft-core into a multi-tenant SaaS product: org/project management, dashboard viewing and sharing, user onboarding flows, and the collaboration surface. Owns everything above the core runtime that users see in a browser — templates, HTMX interactions, authentication, and the overall product UX. Adjacent to integrations-platform (which handles billing, deployment, and infra) and dft-core (which provides the engine underneath).
Owner
- UI Design and Frontend Dev
Tasks by Milestone
A runnable prototype path exists for hosted user experience for onboarding, sharing, collaboration, and account/project flows, with concrete artifacts that prove the flow works end-to-end in the current codebase. Core assumptions are documented, known constraints are explicit, and the team can explain what is real versus mocked without ambiguity.
- Prototype gaps and follow-on capture Completed — Document top gaps and risks in account/project lifecycle flows that must be addressed next.
- Prototype implementation path Completed — Implement a runnable end-to-end prototype path for workspace and onboarding UX.
- Prototype validation and proof Completed — Validate sharing and collaboration surface with concrete proof artifacts and repeatable steps.
Internal analysts can execute at least one weekly real workflow that depends on hosted user experience for onboarding, sharing, collaboration, and account/project flows in the 5T Analytics environment, without bespoke engineering intervention for every run. Instrumentation and feedback capture are in place so failures, friction points, and adoption gaps are visible and triaged with owners.
- Embed AI agent and MCP actions in dashboard/chart builder pages Completed — Integrate AI agent and MCP actions directly into Suite dashboard and chart creation pages for pilot analyst workflows.
- Suite chart creation and settings editing UX pass Completed — Improve rough chart creation and chart settings editing UX in Suite to a pilot-usable baseline for internal analysts.
- Suite Google login for pilot Completed — Productionize Google login in Cloud Suite as the primary account authentication path using the existing django-allauth…
- Fix favicon and dashboard route 404s found in QA exploration Completed — Investigate and fix the remaining favicon.ico 404 and the dashboard route-level 404 surfaced by qa-explore so console d…
- Polish dashboard chrome: favicon, breadcrumbs, and action rail Completed — Fix the missing favicon 404, relax over-truncated dashboard/project breadcrumb labels, and improve the dashboard right-…
- Split shared cloud chat UI into stream render and format modules Completed — Refactor apps/cloud/static/js/chat/chat.js into smaller modules that separate SSE transport, message/tool rendering, an…
hosted user experience for onboarding, sharing, collaboration, and account/project flows is hardened enough for regular use by multiple internal teams and initial design partners, with a predictable response loop for issues and requests. Quality expectations are documented, and prioritized improvements from real usage are actively incorporated into delivery.
- Suite git branch and sync workflow for pilot teams — Enable pilot teams to branch, sync, and reconcile dashboard changes with git from Suite without manual backend interven…
- Adoption hardening for internal teams — Harden workspace and onboarding UX for repeated use across multiple internal teams and first design partners.
- Design-partner feedback loop operations — Operationalize rapid feedback-to-fix loop for sharing and collaboration surface with explicit decision logs.
- GitHub integration auth for repo sync — Add GitHub OAuth or GitHub App based integration authorization for Cloud Suite repo sync flows on top of the production…
- M1 Visual ASQL mode in cloud chart editor — Implement SQL/Visual query mode in cloud chart editor, integrating Visual ASQL alongside existing CodeMirror SQL mode.…
- Quality standards and guardrails — Define and enforce quality standards for account/project lifecycle flows to keep output consistent as contributors expa…
- Run internal analyst adoption loop — Set up weekly analyst usage review, friction capture, and release response cycle.
- Suite Git Integration (dbt Cloud Model) — Define and deliver Suite Git integration using a dbt Cloud-style collaboration model for analytics workflows.
- Suite Okta login via OIDC — Add Okta OIDC login to Cloud Suite as a secondary provider for internal Fivetran access, layered on top of the producti…
- Suite role sync and permission enforcement follow-ups — Track post-login authorization, role mapping, and audit/drift follow-up work after M1 Google login.
Launch scope for hosted user experience for onboarding, sharing, collaboration, and account/project flows is complete, externally explainable, and supportable: user-facing behavior is stable, documentation is publishable, and operational ownership is explicit. Remaining gaps are non-blocking, risk-assessed, and tracked as post-launch follow-up rather than unresolved launch debt.
- Launch docs and external readiness — Publish external-facing documentation and examples for sharing and collaboration surface that are executable by new use…
- Launch operations and reliability readiness — Finalize operational readiness for account/project lifecycle flows: telemetry, alerting, support ownership, and inciden…
- Launch paid cloud suite experience — Deliver launch-ready onboarding, account settings, and billing-aware product surfaces for paid cloud users.
- Public launch scope completion — Complete launch-critical scope for workspace and onboarding UX with production-safe behavior and rollback clarity.
Post-launch stabilization is complete for hosted user experience for onboarding, sharing, collaboration, and account/project flows: recurring incidents are reduced, support burden is lower, and quality gates are enforced consistently before release. The team has a repeatable operating model for maintenance, regression prevention, and measured reliability improvements.
- Audit cloud test coverage and reduce over-mocking Completed — Audit the Django cloud test suite, replace brittle monkeypatched tests on critical paths with lightweight ORM/request s…
- Regression prevention and quality gates — Add or enforce regression gates around sharing and collaboration surface so release quality is sustained automatically.
- Sustainable operating model — Document and adopt sustainable operating model for account/project lifecycle flows across support, triage, and release…
- v1.0 stability and defect burn-down — Run stability program for workspace and onboarding UX with recurring defect burn-down and reliability trend tracking.
v1.2 delivers meaningful depth improvements in hosted user experience for onboarding, sharing, collaboration, and account/project flows based on observed usage and retention signals, not just roadmap intent. Enhancements improve real customer outcomes, and release readiness is demonstrated through metrics, regression coverage, and clear migration guidance where relevant.
- Quality and performance improvements — Ship measurable quality/performance improvements in sharing and collaboration surface tied to user-facing outcomes.
- v1.2 depth expansion — Deliver depth expansion in workspace and onboarding UX prioritized by observed usage and retention outcomes.
- v1.2 release and migration readiness — Prepare v1.2 release/migration readiness for account/project lifecycle flows, including communication and upgrade guida…
Long-horizon opportunities for hosted user experience for onboarding, sharing, collaboration, and account/project flows are captured as concrete hypotheses with user impact, prerequisites, and evaluation criteria. Ideas are ranked by strategic value and feasibility so future investment decisions can be made quickly with less rediscovery.
- Experiment design for future bets — Design validation experiments for account/project lifecycle flows so future bets can be tested before major investment.
- Future opportunity research — Capture long-horizon opportunities for workspace and onboarding UX with user impact and strategic fit.
- Prerequisite and dependency mapping — Map enabling prerequisites and dependencies for sharing and collaboration surface to reduce future startup cost.