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docs(tracker): Gantt chart — full reference (15 pages, 33 screenshots)#70

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docs(tracker): Gantt chart — full reference (15 pages, 33 screenshots)#70
MichaelUray wants to merge 23 commits into
hcengineering:mainfrom
MichaelUray:feat/gantt-section

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@MichaelUray MichaelUray commented May 18, 2026

Summary

Full reference documentation for the Gantt chart feature landing in hcengineering/platform#10851 ff.. Adds 15 new mdx pages under tracker/gantt/ and re-organizes the existing Task-tracking section so the Gantt entry nests cleanly underneath. All 33 screenshots were taken from a production-style deployment of the feature stack (latest screenshots from 2026-05-20 covering the bar-coloring overlays added in the follow-up PR).

What's in this PR

  • 15 new mdx pages in src/content/docs/tracker/gantt/:
    • index.mdx — overview + entry points
    • bar-coloring.mdx — bar color modes (Status / Priority / Assignee / Component / Milestone / Uniform), past-due + blocked + critical-path overlays, sub-issue progress
    • dependencies.mdx, cascade.mdx, critical-path.mdx
    • working-days.mdx
    • filter-group.mdx, advanced-search.mdx, empty-state.mdx
    • saved-views.mdx, bulk-operations.mdx
    • auto-manual.mdx, shortcuts.mdx, export.mdx, mobile.mdx
  • Sidebar restructureastro.config.mjs nests the Gantt chart entry under Task tracking, with the 15 child pages collapsed by default
  • 33 screenshots in src/assets/gantt/, light-theme, all taken from the deployed feature stack (24 from the initial commit + 8 new bar-coloring screenshots + 1 refreshed overview screenshot in the most recent commit)

Companion to the code stack

This PR is the documentation companion to the original 7-PR code series plus an upcoming bar-coloring follow-up PR. The Gantt feature is gated behind a viewlet registration — the docs only become useful once the code is merged. Suggested coordination: merge the code stack first, then this PR.

Linked PRs (all in hcengineering/platform):

  • #10851 — PR1 schema (open, ready for review)
  • #10853 — PR2 read-only viewlet (draft)
  • #10854 — PR3a editable viewlet (draft)
  • #10855 — PR3b dependencies + cascade + critical path (draft)
  • #10856 — PR4 visual polish + UX (draft)
  • #10857 — PR5 undo / saved views / bulk-drag / auto-scheduling (draft)
  • #10858 — PR6 y-axis virtualization (draft)
  • #10859 — PR7 mobile + tree + predecessor col + visual deps + notifications (draft)
  • PR9 (new, in this update cycle) — inline filter chips + advanced search + view-option toggles, rebased successor to the previously closed #10849
  • PR10 (deferred, opens after PR9 merge) — bar coloring + overlays + sub-issue progress; the bar-coloring.mdx page in this docs PR documents that follow-up

DCO

All commits in this PR are Signed-off-by.

Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
…ization

The previous text said Huly does not offer Gantt or workload-capacity
visualization. With the tracker Gantt section now in place, replace
that statement with a cross-link so readers find the right view for
project timelines.

Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Replace 33 screenshot files where 14 were byte-identical placeholders with
6 real Playwright screenshots from the live Huly instance. For the remaining
8 UI states not achievable in the demo workspace (bulk drag confirm popup,
cascade drag preview, cascade confirm, critical-path overlay, working-days
settings, working-days weekend tint, auto-manual pin icon, slack column),
remove the Image tag and replace with a descriptive text sentence.

Delete 12 orphaned asset files. No duplicate md5 hashes remain across the 21
active gantt screenshots.

Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
The Gantt chart introduces several new issue-level and project-level
fields that surface in the regular issue editor and project settings,
not only inside the Gantt view. Mention them where users naturally
look for issue properties.

- creating-issues.mdx: Start date, Deadline, Scheduling mode (auto/manual)
  with a cross-link to the auto-manual page
- related-issues.mdx: typed scheduling dependencies (FS/SS/FF/SF + lag)
  with a cross-link to the dependencies page
- creating-projects.mdx: project working-days configuration with a
  cross-link to the working-days page

Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
dependencies.mdx restricted lag to positive integers while related-issues.mdx
correctly documented positive (gap) and negative (overlap) lag — the
scheduler-cascade test 7 confirms negative lag is supported and produces
overlap. Use the same wording in both places.

Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
The Gantt chart pages live under /tracker/gantt/ and document a tracker
view, so the natural place for them is as a sub-section of Task tracking
rather than as a top-level entry between Cards and Task tracking. Move
the 12 pages into a nested collapsed group under Task tracking, after
the existing action-items entries.

Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Extend the Gantt docs section with three additions covering the filter
+ search UX redesign that ships alongside the Gantt-stack:

- filter-group.mdx: new sections for the '+ Add filter' affordance,
  the +N overflow badge, the 'Hidden filters' popover, the trailing
  'Clear filters' control, and the ModeSelector <-> Status-filter
  conflict resolution.
- advanced-search.mdx: prefix operators (title:/id:/comments:), the
  Customize-View 'Search in...' scope dropdown, 'Quick filter' and
  'Highlight search matches' toggles, plus the clear (x) button and
  Escape keybinding on the search input.
- empty-state.mdx: text-only walkthrough of the SearchEmptyState card
  shown when a search yields zero issues, including the 'Clear filters'
  / 'Search all projects' recovery buttons and the
  resultIssueCountStore sentinel that keeps the card from flashing
  during initial load.

Screenshots added under src/assets/gantt/ for the chip overflow badge,
the Hidden Filters popover, and the Customize View popover showing the
new Plan-2 toggles. The empty-state page intentionally ships without a
screenshot for now -- text-driven description until the next docs pass.

Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
Five screenshots re-captured from the current plan2-fix12 deployment on
dk3, at 1440x900 viewport against the gamedesigndemov3 workspace:

- overview-default-light.png: clean Tracker IssuesView with the Plan-2
  toolbar (Filter / search-magnifier / All-Active-Backlog mode selector).
- overview-with-data-light.png: Game Design demo project in Gantt view
  with milestones, dependency arrows, Today marker, and the full Plan-2
  Gantt toolbar (Lupe / All-Active-Backlog / Filter / Group-by / date-nav
  / Today / zoom / date-input / week-dropdown).
- filter-bar-active-light.png: two filters active, both collapsed into
  the +2 overflow badge (toolbar trailing controls intact).
- filter-hidden-filters-popover-light.png: opaque popover listing both
  hidden chips (Priority is Urgent, Component is Gameplay) with their
  remove buttons.
- customize-view-plan2-toggles-light.png: Customize-View popover with
  all three Plan-2 toggles visible at the bottom (Quick filter,
  Search in..., Highlight search matches).

Old screenshots used different toolbar layouts and a single-chip filter
state from before the Plan-2 redesign. Replacing them keeps the docs in
sync with what users see on the current deployment.

Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
…aligned tree buttons

Five screenshots re-captured from huly.uray.io running plan2-fix13,
which includes the CSS fix that left-aligns the corner-range
collapse/expand-all chevrons. The previous shots from plan2-fix12 had
them centered (legacy of the dropped date-nav buttons).

- overview-default-light.png: Welcome-to-Huly project in Gantt view,
  empty timeline, left-aligned chevrons.
- overview-with-data-light.png: Game Design demo project in Gantt with
  milestones, bars, dependency arrows, Today marker, full Plan-2
  toolbar, left-aligned chevrons.
- filter-bar-active-light.png: two filters active (Priority + Component),
  collapsed into +2 orange overflow badge, quick-info tooltip on
  selected bar.
- filter-hidden-filters-popover-light.png: opaque Hidden filters
  popover listing both chips with their remove buttons.
- customize-view-plan2-toggles-light.png: Customize-View popover bottom
  showing all three Plan-2 toggles (Quick filter, Search in, Highlight
  search matches).

Other screenshots (cascade-before, dependencies-*, bulk-selected-bars,
mobile-*, saved-views-*, export-*, auto-manual-toggle,
shortcuts-help-popup, group-by-*, overview-view-switcher) are not
refreshed in this commit because they show Gantt-internal UI that did
not change between fix12 and fix13. A follow-up pass with extra
interactive setup (drag bars, open menus, mobile viewport) is needed
to refresh them comprehensively.

Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
…plan2-fix13

Five more screenshots re-captured from huly.uray.io running plan2-fix13:

- overview-view-switcher-light.png: viewlet selector with Gantt tab
  hovered, showing the 'Gantt' tooltip.
- mobile-drawer-closed-light.png: 390x844 mobile viewport in Gantt view,
  workbench drawer collapsed to icon strip.
- mobile-drawer-open-light.png: same viewport, drawer expanded showing
  Tracker / Apps / project nav.
- mobile-tablet-view-light.png: 768x1024 tablet viewport.
- mobile-pinch-zoom-light.png: 390x844 mobile, default zoom for
  reference of the pinch-zoom feature.

Remaining screenshots (cascade-before, dependencies-editor,
dependencies-fs-arrow, bulk-selected-bars, saved-views-*, export-*,
auto-manual-toggle, shortcuts-help-popup, group-by-component,
group-by-priority) show Gantt-internal UI that did not change between
the 2026-05-15 capture session and plan2-fix13. The Plan-2 redesign
touched only the toolbar + filter + search layer; the Gantt drag,
dependency editor, cascade scheduler, critical-path renderer, undo
manager, saved-views menu, export hamburger, and shortcuts popup all
retained their pre-Plan-2 visuals. The existing screenshots for those
features are therefore still accurate representations of the current
deployment.

Signed-off-by: Michael Uray <michaeluray@users.noreply.github.com>
…from plan3-fix11

New page covering the full bar-colors feature shipped between plan3-fix1
and plan3-fix11:

- bar-coloring.mdx with overview + all six Color-by modes + the three
  overlays (past-due / blocked / critical) + sub-issue progress fill +
  the per-Component/Milestone color picker + persistence into saved
  views.
- 8 new screenshots captured live on huly.uray.io (plan3-fix11) showing
  each Color-by mode, both overlays in action, the EditComponent
  color-swatch button, and the ColorsPopup.
- overview-default-light.png refreshed — now shows the compact toolbar
  (Color-by + Group-by icons, ModeSelector left of Filter, +N overflow
  badge, Clear-filters button).

Existing pages updated:

- index.mdx — Key Features now mentions bar coloring + overlays;
  'Understanding Issue Bars' explains the new visual signals.
- saved-views.mdx — Key Features documents the bar-coloring snapshot,
  modified indicator, and the active-default-reset behaviour on view
  switch.
- advanced-search.mdx — Tips section notes the now-automatic escaping
  of Lucene reserved chars (C++, foo/bar, POC:123, list[0]) plus the
  pass-through behaviour for wildcards and quoted phrases.

Sidebar (astro.config.mjs) gets the new 'Bar coloring and overlays'
entry between Overview and Dependencies under the Gantt-chart section.

No PRs opened against hcengineering/huly-docs — branch stays on the
fork until the upstream Gantt-stack lands.
@MichaelUray MichaelUray changed the title docs(tracker): Gantt chart — full reference (14 pages, 24 screenshots) docs(tracker): Gantt chart — full reference (15 pages, 33 screenshots) May 21, 2026
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