superset2/docs/DOCS_CLAUDE.md

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# LLM Context Guide for Apache Superset Documentation

This guide helps LLMs work with the Apache Superset documentation site built with Docusaurus 3.

## 📍 Current Directory Context

You are currently in the `/docs` subdirectory of the Apache Superset repository. When referencing files from the main codebase, use `../` to access the parent directory.

```
/Users/evan_1/GitHub/superset/     # Main repository root
├── superset/                      # Python backend code
├── superset-frontend/             # React/TypeScript frontend
└── docs/                         # Documentation site (YOU ARE HERE)
    ├── docs/                     # Main documentation content
    ├── developer_portal/         # Developer guides (currently disabled)
    ├── components/               # Component playground (currently disabled)
    └── docusaurus.config.ts      # Site configuration
```

## 🚀 Quick Commands

```bash
# Development
yarn start                 # Start dev server on http://localhost:3000
yarn stop                 # Stop running dev server
yarn build                # Build production site
yarn serve                # Serve built site locally

# Version Management (USE THESE, NOT docusaurus commands)
yarn version:add:docs <version>              # Add new docs version
yarn version:add:developer_portal <version>  # Add developer portal version  
yarn version:add:components <version>        # Add components version
yarn version:remove:docs <version>           # Remove docs version
yarn version:remove:developer_portal <version> # Remove developer portal version
yarn version:remove:components <version>      # Remove components version

# Quality Checks
yarn typecheck            # TypeScript validation
yarn eslint              # Lint TypeScript/JavaScript files
```

## 📁 Documentation Structure

### Main Documentation (`/docs`)
The primary documentation lives in `/docs` with this structure:

```
docs/
├── intro.md                # Auto-generated from ../README.md
├── quickstart.mdx          # Getting started guide
├── api.mdx                 # API reference with Swagger UI
├── faq.mdx                 # Frequently asked questions
├── installation/           # Installation guides
│   ├── installation-methods.mdx
│   ├── docker-compose.mdx
│   ├── docker-builds.mdx
│   ├── kubernetes.mdx
│   ├── pypi.mdx
│   └── architecture.mdx
├── configuration/          # Configuration guides
│   ├── configuring-superset.mdx
│   ├── alerts-reports.mdx
│   ├── caching.mdx
│   ├── databases.mdx
│   └── [more config docs]
├── using-superset/         # User guides
│   ├── creating-your-first-dashboard.md
│   ├── exploring-data.mdx
│   └── [more user docs]
├── contributing/           # Contributor guides
│   ├── development.mdx
│   ├── testing-locally.mdx
│   └── [more contributor docs]
└── security/              # Security documentation
    ├── security.mdx
    └── [security guides]
```

### Developer Portal (`/developer_portal`) - Currently Disabled
When enabled, contains developer-focused content:
- API documentation
- Architecture guides
- CLI tools
- Code examples

### Component Playground (`/components`) - Currently Disabled
When enabled, provides interactive component examples for UI development.

## 📝 Documentation Standards

### File Types
- **`.md` files**: Basic Markdown documents
- **`.mdx` files**: Markdown with JSX - can include React components
- **`.tsx` files in `/src`**: Custom React components and pages

### Frontmatter Structure
Every documentation page should have frontmatter:

```yaml
---
title: Page Title
description: Brief description for SEO
sidebar_position: 1  # Optional: controls order in sidebar
---
```

### MDX Component Usage
MDX files can import and use React components:

```mdx
import Tabs from '@theme/Tabs';
import TabItem from '@theme/TabItem';

<Tabs>
  <TabItem value="npm" label="npm" default>
    ```bash
    npm install superset
    ```
  </TabItem>
  <TabItem value="yarn" label="yarn">
    ```bash
    yarn add superset
    ```
  </TabItem>
</Tabs>
```

### Code Blocks
Use triple backticks with language identifiers:

````markdown
```python
def hello_world():
    print("Hello, Superset!")
```

```sql title="Example Query"
SELECT * FROM users WHERE active = true;
```

```bash
# Installation command
pip install apache-superset
```
````

### Admonitions
Docusaurus supports various admonition types:

```markdown
:::note
This is a note
:::

:::tip
This is a tip
:::

:::warning
This is a warning
:::

:::danger
This is a danger warning
:::

:::info
This is an info box
:::
```

## 🔄 Version Management

### Version Configuration
Versions are managed through `versions-config.json`:

```json
{
  "docs": {
    "disabled": false,
    "lastVersion": "6.0.0",        // Default version shown
    "includeCurrentVersion": true,  // Show "Next" version
    "onlyIncludeVersions": ["current", "6.0.0"],
    "versions": {
      "current": {
        "label": "Next",
        "path": "",
        "banner": "unreleased"     // Shows warning banner
      },
      "6.0.0": {
        "label": "6.0.0",
        "path": "6.0.0",
        "banner": "none"
      }
    }
  }
}
```

### Creating New Versions
**IMPORTANT**: Always use the custom scripts, NOT native Docusaurus commands:

```bash
# ✅ CORRECT - Updates both Docusaurus and versions-config.json
yarn version:add:docs 6.1.0

# ❌ WRONG - Only updates Docusaurus, breaks version dropdown
yarn docusaurus docs:version 6.1.0
```

### Version Files Created
When versioning, these files are created:
- `versioned_docs/version-X.X.X/` - Snapshot of current docs
- `versioned_sidebars/version-X.X.X-sidebars.json` - Sidebar config
- `versions.json` - List of all versions

## 🎨 Styling and Theming

### Custom CSS
Add custom styles in `/src/css/custom.css`:

```css
:root {
  --ifm-color-primary: #20a7c9;
  --ifm-code-font-size: 95%;
}
```

### Custom Components
Create React components in `/src/components/`:

```tsx
// src/components/FeatureCard.tsx
import React from 'react';

export default function FeatureCard({title, description}) {
  return (
    <div className="card">
      <h3>{title}</h3>
      <p>{description}</p>
    </div>
  );
}
```

Use in MDX:

```mdx
import FeatureCard from '@site/src/components/FeatureCard';

<FeatureCard
  title="Fast"
  description="Lightning fast queries"
/>
```

## 📦 Key Dependencies

- **Docusaurus 3.8.1**: Static site generator
- **React 18.3**: UI framework
- **Ant Design 5.26**: Component library
- **@superset-ui/core**: Superset UI components
- **Swagger UI React**: API documentation
- **Prism**: Syntax highlighting

## 🔗 Linking Strategies

### Internal Links
Use relative paths for internal documentation:

```markdown
[Installation Guide](./installation/docker-compose)
[Configuration](../configuration/configuring-superset)
```

### External Links
Always use full URLs:

```markdown
[Apache Superset GitHub](https://github.com/apache/superset)
```

### Linking to Code
Reference code in the main repository:

```markdown
See the [main configuration file](https://github.com/apache/superset/blob/master/superset/config.py)
```

## 🛠️ Common Documentation Tasks

### Adding a New Guide
1. Create the `.mdx` file in the appropriate directory
2. Add frontmatter with title and description
3. Update sidebar if needed (for manual sidebar configs)

### Adding API Documentation
The API docs use Swagger UI embedded in `/docs/api.mdx`:

```mdx
import SwaggerUI from "swagger-ui-react";
import "swagger-ui-react/swagger-ui.css";

<SwaggerUI url="/api/v1/openapi.json" />
```

### Adding Interactive Examples
Use MDX to create interactive documentation:

```mdx
import CodeBlock from '@theme/CodeBlock';
import MyComponentExample from '!!raw-loader!../examples/MyComponent.tsx';

<CodeBlock language="tsx">{MyComponentExample}</CodeBlock>
```

## 📋 Documentation Checklist

When creating or updating documentation:

- [ ] Clear, descriptive title in frontmatter
- [ ] Description for SEO in frontmatter
- [ ] Proper heading hierarchy (h1 -> h2 -> h3)
- [ ] Code examples with language identifiers
- [ ] Links verified (internal and external)
- [ ] Images have alt text
- [ ] Admonitions used for important notes
- [ ] Tested locally with `yarn start`
- [ ] No broken links (check with `yarn build`)

## 🔍 Searching and Navigation

### Sidebar Configuration
Sidebars are configured in `/sidebars.js`:

```javascript
module.exports = {
  CustomSidebar: [
    {
      type: 'doc',
      label: 'Introduction',
      id: 'intro',
    },
    {
      type: 'category',
      label: 'Installation',
      items: [
        {
          type: 'autogenerated',
          dirName: 'installation',
        },
      ],
    },
  ],
};
```

### Search
Docusaurus includes Algolia DocSearch integration configured in `docusaurus.config.ts`.

## 🚫 Common Pitfalls to Avoid

1. **Never use `yarn docusaurus docs:version`** - Use `yarn version:add:docs` instead
2. **Don't edit versioned docs directly** - Edit current docs and create new version
3. **Avoid absolute paths in links** - Use relative paths for maintainability
4. **Don't forget frontmatter** - Every doc needs title and description
5. **Test builds locally** - Run `yarn build` before committing

## 🔧 Troubleshooting

### Dev Server Issues
```bash
yarn stop     # Kill any running servers
yarn clear    # Clear cache
yarn start    # Restart
```

### Build Failures
```bash
# Check for broken links
yarn build

# TypeScript issues
yarn typecheck

# Linting issues
yarn eslint
```

### Version Issues
If versions don't appear in dropdown:
1. Check `versions-config.json` includes the version
2. Verify version files exist in `versioned_docs/`
3. Restart dev server

## 📚 Resources

- [Docusaurus Documentation](https://docusaurus.io/docs)
- [MDX Documentation](https://mdxjs.com/)
- [Superset Developer Docs](https://superset.apache.org/developer-docs/)
- [Main Superset Documentation](https://superset.apache.org/docs/intro)

## 📖 Real Examples and Patterns

### Example: Configuration Documentation Pattern
From `docs/configuration/configuring-superset.mdx`:

```mdx
---
title: Configuring Superset
hide_title: true
sidebar_position: 1
version: 1
---

# Configuring Superset

## superset_config.py

Superset exposes hundreds of configurable parameters through its
[config.py module](https://github.com/apache/superset/blob/master/superset/config.py).

```bash
export SUPERSET_CONFIG_PATH=/app/superset_config.py
```
```

**Key patterns:**
- Links to source code for reference
- Code blocks with bash/python examples
- Environment variable documentation
- Step-by-step configuration instructions

### Example: Tutorial Documentation Pattern
From `docs/using-superset/creating-your-first-dashboard.mdx`:

```mdx
import useBaseUrl from "@docusaurus/useBaseUrl";

## Creating Your First Dashboard

:::tip
In addition to this site, [Preset.io](http://preset.io/) maintains an updated set of end-user
documentation at [docs.preset.io](https://docs.preset.io/).
:::

### Connecting to a new database

<img src={useBaseUrl("/img/tutorial/tutorial_01_add_database_connection.png")} width="600" />
```

**Key patterns:**
- Import Docusaurus hooks for dynamic URLs
- Use of admonitions (:::tip) for helpful information
- Screenshots with useBaseUrl for proper path resolution
- Clear section hierarchy with ### subheadings
- Step-by-step visual guides

### Example: API Documentation Pattern
From `docs/api.mdx`:

```mdx
import SwaggerUI from "swagger-ui-react";
import "swagger-ui-react/swagger-ui.css";

## API Documentation

<SwaggerUI url="/api/v1/openapi.json" />
```

**Key patterns:**
- Embedding interactive Swagger UI
- Importing necessary CSS
- Direct API spec integration

### Common Image Patterns

```mdx
// For images in static folder
import useBaseUrl from "@docusaurus/useBaseUrl";

<img src={useBaseUrl("/img/feature-screenshot.png")} width="600" />

// With caption
<figure>
  <img src={useBaseUrl("/img/dashboard.png")} alt="Dashboard view" />
  <figcaption>Superset Dashboard Interface</figcaption>
</figure>
```

### Multi-Tab Code Examples

```mdx
import Tabs from '@theme/Tabs';
import TabItem from '@theme/TabItem';

<Tabs
  defaultValue="docker"
  values={[
    {label: 'Docker', value: 'docker'},
    {label: 'Kubernetes', value: 'k8s'},
    {label: 'PyPI', value: 'pypi'},
  ]}>
  <TabItem value="docker">
    ```bash
    docker-compose up
    ```
  </TabItem>
  <TabItem value="k8s">
    ```bash
    kubectl apply -f superset.yaml
    ```
  </TabItem>
  <TabItem value="pypi">
    ```bash
    pip install apache-superset
    ```
  </TabItem>
</Tabs>
```

### Configuration File Examples

```mdx
```python title="superset_config.py"
# Database connection example
SQLALCHEMY_DATABASE_URI = 'postgresql://user:password@localhost/superset'

# Security configuration
SECRET_KEY = 'YOUR_SECRET_KEY_HERE'
WTF_CSRF_ENABLED = True

# Feature flags
FEATURE_FLAGS = {
    'ENABLE_TEMPLATE_PROCESSING': True,
    'DASHBOARD_NATIVE_FILTERS': True,
}
```
```

### Cross-Referencing Pattern

```mdx
For detailed configuration options, see:
- [Configuring Superset](./configuration/configuring-superset)
- [Database Connections](./configuration/databases)
- [Security Settings](./security/security)

External resources:
- [SQLAlchemy Documentation](https://docs.sqlalchemy.org/)
- [Flask Configuration](https://flask.palletsprojects.com/config/)
```

### Writing Installation Guides

```mdx
## Prerequisites

:::warning
Ensure you have Python 3.9+ and Node.js 16+ installed before proceeding.
:::

## Installation Steps

1. **Clone the repository**
   ```bash
   git clone https://github.com/apache/superset.git
   cd superset
   ```

2. **Install Python dependencies**
   ```bash
   pip install -e .
   ```

3. **Initialize the database**
   ```bash
   superset db upgrade
   superset init
   ```

:::tip Success Check
Navigate to http://localhost:8088 and login with admin/admin
:::
```

### Documenting API Endpoints

```mdx
## Chart API

### GET /api/v1/chart/

Returns a list of charts.

**Parameters:**
- `page` (optional): Page number
- `page_size` (optional): Number of items per page

**Example Request:**
```bash
curl -X GET "http://localhost:8088/api/v1/chart/" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN"
```

**Example Response:**
```json
{
  "count": 42,
  "result": [
    {
      "id": 1,
      "slice_name": "Sales Dashboard",
      "viz_type": "line"
    }
  ]
}
```
```

---

**Note**: This documentation site serves as the primary resource for Superset users, administrators, and contributors. Always prioritize clarity, accuracy, and completeness when creating or updating documentation.