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@validbeck validbeck commented Oct 9, 2025

Pull Request Description

What and why?

sc-12675

Findings now have Calculation field types where you can define formulas. I added this to the findings fields customization instructions, and added the updated finding fields customization instructions to the introductory administrative/setup training course.

How to test

Click the live previews:

What needs special review?

n/a

Dependencies, breaking changes, and deployment notes

n/a

Release notes

Covered in the wrap-up: https://github.com/validmind/release-notes/pull/29

Checklist

  • What and why
  • Screenshots or videos (Frontend)
  • How to test
  • What needs special review
  • Dependencies, breaking changes, and deployment notes
  • Labels applied
  • PR linked to Shortcut
  • Unit tests added (Backend)
  • Tested locally
  • Documentation updated (if required)
  • Environment variable additions/changes documented (if required)

@validbeck validbeck self-assigned this Oct 9, 2025
@validbeck validbeck added the internal Not to be externalized in the release notes label Oct 9, 2025
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github-actions bot commented Oct 9, 2025

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⚠️ WARN: Found 14297 issues across 692 files — Check the workflow run or download the full report

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@validbeck validbeck requested review from cachafla and nrichers October 9, 2025 20:04
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LGTM, just one minor comment about a button label that differs from what I see in the UI. ✅

Maybe more a comment for @cachafla: should these options be ordered alphabetically or most popular first, followed by an alphabetical list?

image

Co-authored-by: Nik Richers <nik@validmind.ai>
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Maybe more a comment for @cachafla: should these options be ordered alphabetically or most popular first, followed by an alphabetical list?

If this changes let me know so I can update the docs.

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github-actions bot commented Oct 9, 2025

Lighthouse check results

⚠️ WARN: Average accessibility score is 0.87 (required: >0.9) — Check the workflow run

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Folder depth level checked: 0

Commit SHA: 97c44f3

Modify the workflow to check a different depth:

  • 0: Top-level navigation only — /index.html, /guide/guides.html, ...
  • 1: All first-level subdirectories — /guide/.html, /developer/.html, ...
  • 2: All second-level subdirectories — /guide/attestation/*.html, ...
Page Accessibility Performance Best Practices SEO
/developer/validmind-library.html 0.85 0.66 1.00 0.90
/get-started/get-started.html 0.85 0.68 1.00 0.80
/guide/guides.html 0.85 0.71 1.00 0.90
/index.html 0.93 0.68 1.00 0.90
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/support/support.html 0.91 0.67 1.00 0.90
/training/training.html 0.82 0.68 0.96 0.80

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One small correction in the last formula for findings:

model_criticality = parent_model_params.get("criticality_level", "medium")

Should be:

model_criticality = params.model.get("criticality_level", "medium")

Assuming the user will copy-paste the formula code to test it.

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Can the formula codes be re-formatted? They look like this right now:

image

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Left a couple of comments but looks good otherwise.

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validbeck commented Oct 10, 2025

Should be:

model_criticality = params.model.get("criticality_level", "medium")

@cachafla Changed this, thank you! Preview should update in 15min.

EDIT: Merged these changes in:

Screenshot 2025-10-10 at 9 15 59 AM

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Can the formula codes be re-formatted? They look like this right now:

We had this issue before, it's a clash of Tachyons and Quarto styles. Will address via sc-12709.

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PR Summary

This PR introduces several documentation updates and enhancements for managing inventory and finding fields within the application. Key changes include:

  • Updated instructions for adding and editing inventory fields to emphasize that the description field is now optional, and that the field type and name are required. The changes also improve the formatting with bold styling for field labels.

  • Adjustments in the image paths for various field type screenshots to ensure they point to the correct directories.

  • Reorganization of the content in the model inventory and finding fields guides. The PR moves some content between files and replaces the include reference for inventory field types with a reference to a common field types file, improving consistency between the inventory and validation guides.

  • Introduction of callouts and code examples in the finding fields documentation, including Python sample formulas for severity score calculations, due date calculations, and combining custom fields with parent model data. These examples illustrate how to use dot notation and basic script operations for dynamic calculations.

  • Minor updates to training modules which now refer to "custom fields" and include both inventory & finding fields, reflecting the integrated approach in the documentation.

Test Suggestions

  • Review the updated documentation pages for both model inventory and model validation to ensure the formatting and callouts render correctly.
  • Verify that all image paths are valid and images load as expected on the respective pages.
  • Check that the updated instructions correctly reflect that the description field is now optional and that only type and name are required when adding a field.
  • Test the code samples provided in the callouts to ensure they are syntactically correct and logically consistent with the described behavior.
  • Ensure that all links (e.g., to additional resources, modal dialogs, and dashboard settings) navigate to the correct pages.

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Validate docs site

✓ INFO: A live preview of the docs site is available — Open the preview

@validbeck validbeck merged commit 696e0a7 into main Oct 10, 2025
5 of 6 checks passed
@validbeck validbeck deleted the beck/sc-12675/documentation-calculation-findings-fields branch October 10, 2025 16:16
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Can the formula codes be re-formatted? They look like this right now:

We had this issue before, it's a clash of Tachyons and Quarto styles. Will address via sc-12709.

FYI, the fix for the codeblock isssue is in #995

nrichers added a commit that referenced this pull request Oct 31, 2025
* Removing validmind version variable (#921)

* infra: Merge main into staging PRs created by staging deploy now indicate original PR# (#924)

* Updating main into staging workflow

* Testing branch versions

* Removing test file

* Fix Makefile help

* infra: Delete older PR preview comments from validate & execute flows (#932)

* Adding deletion of old preview comments back in

* Removing unused variable

* Adding same thing to notebooks

* Edit to notebook, should remove old comment

* hm

* Deleting test execution notebook

* ValidMind Platform releases: Exclude `admin-ui` from roundup listing page (#933)

* Exclude admin-ui from platform releases roundup

* Adjust

* Remove old variable usage

---------

Co-authored-by: Nik Richers <nik@validmind.ai>

* docs: Export findings (#939)

* Setup: Customize model findings layout

* Save point

* Save point

* Draft: Customize model finding layouts

* Setup: Export findings

* Draft: Export findings

* Export documentation > Export documents

* Editing

* Cleanup

* Proofread

* Filter

* Update API reference to use prod server (#938)

* Update API reference to use prod server

* Update Makefile for admin API as well

* docs: Export inventory (#943)

* Setup: Export inventory

* Draft: Export inventory

* Proofreading

* Oops

* docs: Updated Export findings (#944)

* Setup

* Proofread

* Testing pinned Quarto version

* docs: Customize Virtual Document Validator (#947)

* Set up: Manage regulations and policies

* WIP

* Customize VDV draft

* Edits: Check documentation for compliance

* Proofread

* Quick UI updates

* Pin a Quarto version specified in Action variables for our deployment workflows (#951)

* Testing pinned Quarto version

* Applying pinned Quarto version to other workflows

* Removing test notebook

* docs: Workflow Wait step time delta configuration (#954)

* Setup: Wait step time delta

* Editing

* Updating example screencap for Wait

* Remove login button and make related CSS modular (#949)

* Remove login button and make related CSS modular

* Make login link specific to profile

* Change scss/ to assets/style/ and update README.md

* Fix double space

* Check out .gitignore from main

* Minor README.md tweak

* One more minor README.md tweak

* Add missing backticks

* Fix Log In button for developer.css

* Minor edits

* Slight adjust to CSS in-progress message

---------

Co-authored-by: Beck <164545837+validbeck@users.noreply.github.com>

* docs: Updated "Manage model finding fields" (#958)

* Edit: DElete model findings

* Edit: Manage model finding fields

* Editing UI wording

* Editing...

* Editing......

* Proofreading

* Edit

* docs: Updated "Manage document templates" (#960)

* Draft: Delete document templates

* Edit: View document templates

* Wrapping up

* Stupid broken link

* Edit: VDV Findings > Observations (#962)

* docs: Update inventory & finding field views (#964)

* Edit: Manage model inventory fields

* Save point

* Edit: Manage model finding fields

* Cleanup

* Proofread

* Adjustments

* Final touch

* Fix bug in Makefile (#935)

* Bug bash: nrichers/sc 12201/disable algolia search on api reference pages (#968)

* Disable Algolia search on Public API reference page

* Fix stray comment indent

* docs: Add shared text blocks to YAML templates (#970)

* Setup: Add library blocks to YAML templates

* Save point

* Save point

* Tidying up

* docs & training: Virtual Document Validator, regulations & policies set up update (#973)

* Draft: Questions from PDF uploads

* Training: Setup for regulations & policies

* Save point

* Save point

* Draft: Administrator Fundamentals update

* Draft: Developer Fundamentals update

* Proofreading

* Hiding PDF upload for VDV (#975)

* Add system access requirements (#977)

* Add initial system access requirements topic

* Text edits

* More edits

* Fix incomplete sentence

* Basic version: Improve navigation for Python API and Public REST API (#966)

* Apply the basic fixes we agreed on

* Remove a:hover experiment

* Update .gitignore

* Underline specific links only

* Address review comments from Beck

* Final CSS tweak

* Update release_notes_check.py (#981)

* Enable release notes checks to post comment with instructions (#984)

* Update release_notes_check.yaml

* Update release_notes_check.py

* Edit: Remove info for add finding via doc section (#978)

* docs: Updated Workflows Approval Step info (#979)

* Edit: Approval step & condition instructions

* Update: Approval Step example

* Add Tidy Layout callout

* Bump versions to 25.10 & v2.9.5 + public release landing page improvements (#971)

* Bump release versions

* Add temporary branch ref

* Fix Makefile help

* Reorder all releases page, bump up length of descriptions shown

* Turn older releases into collapsible section

* Fix YAML

* Fix YAML again

* Add pagination style from release notes portal

* Add button for all feature highlights & add whitespace

* Wording tweak

* Run make get-source

* All releases page tweaks

* Fix broken links

* Change heading to Latest features for consistency

* Address Beck's sidebar suggestion

* Fix date in this repo, too

* Add whitespace before heading

* Remove the branch ref I had THREE reminders for to remove ... (#991)

* docs & training: Calculation Finding Fields (#988)

* Draft: Calculation Finding Fields

* Draft: Calculation Finding Fields in training

* Save point

* Cleaning up

* Proofreading

* Save point

* Update site/guide/model-inventory/_field-types.qmd

Co-authored-by: Nik Richers <nik@validmind.ai>

* Update _field-types.qmd

* Applying Andres's code edit

---------

Co-authored-by: Nik Richers <nik@validmind.ai>

* Upgrade Tachyons with official codeblock fix & remove our workaround (#995)

* Commit regenerated Python API files and bump version (#997)

* docs: Workflows for findings (#998)

* Setup: Workflows for findings

* Renaming Setting up model workflows page

* Fixing links

* Sidebar link

* Renaming directory

* Fixing broken links pt2

* Cleaning up...

* More cleanup

* More

* More renaming

* Oops

* Almost there

* Stragglers

* One more?

* & includes

* Save point

* Edit: Add new workflows in docs

* Edit: Edit existing workflows in docs

* Edit: Review active workflows in docs

* Edit: Review workflow histories in docs

* Save point

* Edit: Initiate workflows in docs

* Edit: Abort workflows in docs

* Edit: Manage workflow tasks

* Edit: Transition workflows

* More cleaup

* Training: Edit Add new workflows

* Training: Review active workflows

* Training: Review workflow history

* Training: Initiate workflows

* Training: Reset workflows

* Training: Abort workflows

* Training: Transition workflows

* Proofreading

* More proofreading

* ooo figured out a neat conditional hack

* Editing training slides

* Updating single-source templates

* docs & training: Updates to model registration UX (#1003)

* Edit: Register models in inventory

* Quickstart: Register model developer

* Quickstart: Register model validator

* Updating code snippet images

* Updating developer model details image

* Updating validation report details image

* Admin training: Register demo model

* Developer training: Register demo model

* Validator training: Register demo model

* Cleanup

* Proofreading

* Edit: Manage model stakeholder types on registration

* Edit: Manage model stakeholder types on registration training pt1

* Edit: Manage model stakeholder types on registration training pt2

* Edit

* Edit

* Pulling in latest notebooks from sibling PR

* Nrichers/sc 12743/fix quarto docs workflow issue (#1001)

* Remove validmind/ folder and old python-docs.zip file

* Change make python-docs to generate the Python API files

* Add site/validmind to the .gitignore

* Add make python-docs equivalent to workflows

* Try RELEASE_NOTES_RO_PAT

* docs: Workflows User Action v2 step deadlines (#1005)

* Setup: Edits to User Action v2 deadlines

* Save point

* Save point

* Updated example images

* Proofread

* Formatting

* Explicitly install poetry before generating Python API docs

---------

Co-authored-by: Nik Richers <nik@validmind.ai>

* Setup: Trigger workflow start on date & datetime (#1008)

* Remove Slack sign-up page & update community resources (#1010)

* Remove Slack sign-up page & update community resources

* Minor consistency edit

* Remove sign-up hint I added

* docs: Manage finding severities (#1013)

* Setup: Manage finding severities

* Docs: Manage finding severities

* Training: Manage finding severities

* Cleaning up community page

---------

Co-authored-by: Beck <164545837+validbeck@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
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