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[docs] Overview page redesign plan for agents#5429

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[docs] Overview page redesign plan for agents#5429
ashrafchowdury wants to merge 5 commits into
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doc/updated-overview-page-for-agents-workflow

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Context

The agent Overview page is inherited wholesale from the prompt-management era. For an agent workflow it renders deployment cards, a variant list, and evaluation runs, which describe a prompt asset being promoted through dev/staging/prod. They do not describe an agent's work. Opening an agent's Overview today, you cannot see what it produced, whether it needs you, or whether it is healthy. A brand-new agent lands on the same panels rendering zeros, with no path to first value.

This PR adds a design workspace only. No product code changes, and no implementation has started.

What this adds

A planning folder under docs/design/agent-workflows/projects/agent-overview-redesign/ that reframes the page around three questions, in priority order:

  1. Does it need me? — pending human-in-the-loop items (blocked runs).
  2. What has it been doing? — a feed of plain-language outcomes and the artifacts each run produced.
  3. Is it healthy? — status, success rate, cost/latency/token trends, tool reliability, connection health.

Six documents, each grounded in verified backend sources:

  • README.md — the redesign at a glance: decisions, deliverables, intended outcome.
  • context.md — problem, scope, non-goals, product language (Run, Outcome, Artifact, Trigger, Needs-you item, Connection), success criteria.
  • research.md — what the code gives us today, with file:line. Maps each proposed view to a real data source: tracing (ag.meta.final_result, tool calls, token/cost/duration, exceptions), session mounts for produced files, session interactions for needs-you items, triggers/connections for schedules and reconnect state.
  • design.md — the view catalog for an active agent, the three distinct zero states, and the fresh-agent onboarding flow. Names views and data only; layout and visuals stay with design.
  • plan.md — a sliced implementation (Slice 0–5) behind workflow-kind gating and a feature flag, each slice leaving the tree working.
  • status.md — living source of truth: locked decisions plus five open questions with recommendations.

Key decisions captured

  • Replace the prompt-era Overview views with agent-native ones, gated by workflow kind. The deployment/variant/evaluation components stay for the kinds that still use them.
  • Lead with the agent's work (outcomes and produced artifacts), not its configuration status.
  • Keep the existing charts; relabel Requests → Runs.
  • Phase 1 composes only data that already exists (tracing, mounts, session interactions, triggers). No new backend endpoints. Materialized aggregates are a Phase 2 backstop, taken only if live aggregation proves too slow.
  • Artifacts load lazily per outcome row, so first paint never fans out to object-store LISTs. Rows with no files degrade to message output.
  • Three distinct zero states (never-run / per-section-empty / first-run-failed), not one "no data" panel. New agents get a self-completing onboarding checklist, not a wall of zeros.

- Introduced README.md outlining the redesign goals and structure.
- Created context.md detailing the current problems and scope of the Overview page.
- Added design.md specifying views, empty states, and onboarding processes.
- Developed plan.md for the phased implementation strategy.
- Included research.md summarizing current data sources and their usage.
- Established status.md to track the planning stage and decisions made.
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agenta-documentation Ready Ready Preview, Comment Jul 21, 2026 3:25pm

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Review Change Stack

📝 Walkthrough

Summary by CodeRabbit

  • Documentation
    • Added a comprehensive design workspace for an Agent Overview redesign.
    • Defined views for agent health, runs, outcomes, needs-you items, reliability, resource usage, and cost.
    • Documented empty, never-run, and degraded-data states with appropriate guidance.
    • Outlined phased implementation, data sources, rollout plans, and open design questions.

Walkthrough

The PR adds planning documentation for an Agent Overview redesign, covering scope, verified data sources, view and empty-state behavior, phased frontend delivery, backend attribution work, feature-flag rollout, locked decisions, and open implementation questions.

Changes

Agent Overview redesign

Layer / File(s) Summary
Scope and data foundation
docs/design/agent-workflows/projects/agent-overview-redesign/README.md, context.md, research.md
Defines the redesign scope, product terminology, success criteria, existing Overview composition, available agent data sources, and analytics limitations.
Overview view and state contract
docs/design/agent-workflows/projects/agent-overview-redesign/design.md
Specifies prioritized page questions, active-agent views, resource and reliability data, connections, triggers, and empty-state behavior.
Phased delivery and data wiring
docs/design/agent-workflows/projects/agent-overview-redesign/plan.md
Describes feature-gated frontend slices, data wiring, graceful degradation, later backend aggregation work, and rollout sequencing.
Locked decisions and next actions
docs/design/agent-workflows/projects/agent-overview-redesign/status.md
Records planning status, locked decisions, open implementation questions, resolved context-usage items, and next actions.

Estimated code review effort: 2 (Simple) | ~15 minutes

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title clearly names the agent Overview redesign plan and matches the new design workspace docs.
Description check ✅ Passed The description matches the changeset: six design docs for an agent Overview redesign with no product code changes.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch doc/updated-overview-page-for-agents-workflow

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@ashrafchowdury ashrafchowdury changed the title [docs] Add planning workspace for the agent Overview page redesign [docs] Overview page redesign plan for agents Jul 21, 2026
@ashrafchowdury

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I have not reviewed yet

@ashrafchowdury

ashrafchowdury commented Jul 21, 2026

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We can show, in natural language:

  • Sessions
  • Analytics
  • Connected tools
  • Context window - token usage
  • Tools usage
  • Trigger timing in human language
  • Empty state and onboarding for fresh agents
  • ......??

The goal is to keep the surface simple and informative and avoid making it overcomplicated.

@ashrafchowdury
ashrafchowdury marked this pull request as ready for review July 21, 2026 17:34
@dosubot dosubot Bot added size:XL This PR changes 500-999 lines, ignoring generated files. documentation Improvements or additions to documentation labels Jul 21, 2026

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Actionable comments posted: 5


ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro Plus

Run ID: 31423d2b-d441-4253-9ac2-93b0d7770e59

📥 Commits

Reviewing files that changed from the base of the PR and between dd19a60 and 6b1359e.

📒 Files selected for processing (6)
  • docs/design/agent-workflows/projects/agent-overview-redesign/README.md
  • docs/design/agent-workflows/projects/agent-overview-redesign/context.md
  • docs/design/agent-workflows/projects/agent-overview-redesign/design.md
  • docs/design/agent-workflows/projects/agent-overview-redesign/plan.md
  • docs/design/agent-workflows/projects/agent-overview-redesign/research.md
  • docs/design/agent-workflows/projects/agent-overview-redesign/status.md

Comment on lines +27 to +29
- **Success rate** — share of recent runs that completed — *tracing aggregate*.
- **Avg cost / run** — typical spend per run — *tracing aggregate (`gen_ai.usage.cost`)*.
- **Run now** — manual trigger — *triggers (manual)*.

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🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

Make cost availability behavior consistent across the design and delivery contract.

Agent cost is currently unavailable until attribution is fixed, so the design must specify an unavailable/hidden state rather than an unconditional aggregate. The Slice 1 exit criteria must likewise avoid requiring real cost before that dependency lands.

  • docs/design/agent-workflows/projects/agent-overview-redesign/design.md#L27-L29: mark Avg cost/run as attribution-gated and define its empty state.
  • docs/design/agent-workflows/projects/agent-overview-redesign/plan.md#L33-L40: remove “real cost” from the pre-attribution exit criteria or explicitly make it conditional.
📍 Affects 2 files
  • docs/design/agent-workflows/projects/agent-overview-redesign/design.md#L27-L29 (this comment)
  • docs/design/agent-workflows/projects/agent-overview-redesign/plan.md#L33-L40

Comment on lines +58 to +63
1. Needs-you: count + list of `pending` session interactions, each linking to where it's
answered (reuse `ApprovalDock` where possible).
2. Connections: list with health from `TriggerConnectionStatus`; Reconnect for NEEDS_AUTH.
3. Triggers: active schedules / subscriptions + next scheduled run.
- **Exit:** a blocked agent shows its pending items and they resolve from Overview; a
connection needing reauth shows Reconnect; schedules show next run.

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🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

Align Slice 3 with the Phase 1 interaction-resolution decision.

The exit criterion says pending items resolve directly from Overview, but status.md Q4 recommends linking out in Phase 1 and embedding resolution later. Define the exit criterion as link-out, or update the status decision before implementation.

Comment on lines +60 to +63
2. Connections: list with health from `TriggerConnectionStatus`; Reconnect for NEEDS_AUTH.
3. Triggers: active schedules / subscriptions + next scheduled run.
- **Exit:** a blocked agent shows its pending items and they resolve from Overview; a
connection needing reauth shows Reconnect; schedules show next run.

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🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

🧩 Analysis chain

🏁 Script executed:

#!/bin/bash
set -euo pipefail

# Locate the referenced docs
git ls-files 'docs/design/agent-workflows/projects/agent-overview-redesign/*' | sed -n '1,20p'

echo '--- plan.md (around lines 1-140) ---'
nl -ba docs/design/agent-workflows/projects/agent-overview-redesign/plan.md | sed -n '1,140p'

echo '--- research.md search for NEEDS_* ---'
rg -n 'NEEDS_(AUTH|INPUT|READY)|TriggerConnectionStatus|Reconnect|input|configuration' docs/design/agent-workflows/projects/agent-overview-redesign/research.md docs/design/agent-workflows/projects/agent-overview-redesign/plan.md

Repository: Agenta-AI/agenta

Length of output: 658


🏁 Script executed:

#!/bin/bash
set -euo pipefail

# Inspect the surrounding design docs for any explicit handling of NEEDS_INPUT
fd -a --type f 'research.md|plan.md' docs/design/agent-workflows/projects/agent-overview-redesign

echo '--- research.md (full, if small) ---'
wc -l docs/design/agent-workflows/projects/agent-overview-redesign/research.md
nl -ba docs/design/agent-workflows/projects/agent-overview-redesign/research.md | sed -n '1,220p'

Repository: Agenta-AI/agenta

Length of output: 488


🏁 Script executed:

#!/bin/bash
set -euo pipefail

# Check if the plan already includes any handling for NEEDS_INPUT in nearby sections
nl -ba docs/design/agent-workflows/projects/agent-overview-redesign/plan.md | sed -n '1,220p' | rg -n 'NEEDS_INPUT|NEEDS_AUTH|READY|Reconnect|input|configuration|Exit|Connections|Triggers'

Repository: Agenta-AI/agenta

Length of output: 190


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#!/bin/bash
set -euo pipefail

# Read the exact snippet context with line numbers
nl -ba docs/design/agent-workflows/projects/agent-overview-redesign/plan.md | sed -n '54,70p'

Repository: Agenta-AI/agenta

Length of output: 194


🏁 Script executed:

#!/bin/bash
set -euo pipefail

echo '--- plan.md excerpt ---'
sed -n '54,70p' docs/design/agent-workflows/projects/agent-overview-redesign/plan.md

echo '--- research.md NEEDS_* matches ---'
grep -nE 'NEEDS_(AUTH|INPUT|READY)|TriggerConnectionStatus|Reconnect|input|configuration' \
  docs/design/agent-workflows/projects/agent-overview-redesign/research.md \
  docs/design/agent-workflows/projects/agent-overview-redesign/plan.md || true

echo '--- research.md excerpt around NEEDS_INPUT if present ---'
grep -n 'NEEDS_INPUT' docs/design/agent-workflows/projects/agent-overview-redesign/research.md || true

Repository: Agenta-AI/agenta

Length of output: 3122


🏁 Script executed:

#!/bin/bash
set -euo pipefail

# Show the exact section in research.md where TriggerConnectionStatus is described
grep -n 'TriggerConnectionStatus' docs/design/agent-workflows/projects/agent-overview-redesign/research.md || true
grep -n -A6 -B6 'TriggerConnectionStatus' docs/design/agent-workflows/projects/agent-overview-redesign/research.md || true

Repository: Agenta-AI/agenta

Length of output: 906


Define NEEDS_INPUT behavior. research.md includes READY, NEEDS_AUTH, and NEEDS_INPUT, but this slice only defines Reconnect for NEEDS_AUTH. Add the matching input/configuration action and include it in the exit criteria so NEEDS_INPUT isn’t left undefined.

Comment on lines +122 to +127
1. **Agent cost/token attribution** (unblocks the Cost/Token views, research.md §6). Pick
one: (a) map `gen_ai.usage.cost` in semconv and treat agent/workflow root spans as
cost-bearing (or bridge the harness's separate OTLP batch so its LLM spans roll onto the
root); or (b) accept the FE reading the agent's reported per-run usage from the trace and
aggregating client-side. Either makes the root cost/token paths the gateway reads
non-empty for agents.

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🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

Separate the client fallback from gateway attribution.

Option (b) reads reported usage in the frontend; it cannot make the root analytics paths non-empty or unblock /analytics/query. Split the alternatives and state that only the ingest/roll-up option fixes gateway data, while the frontend path remains a fallback.

Comment on lines +78 to +80
3. **Aggregation freshness budget** — is live per-request aggregation acceptable for
Phase 1, and what staleness is tolerable before Slice 5 becomes required? *Recommend:*
ship Phase 1 live; set a first-paint latency threshold that triggers Slice 6.

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🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Correct the slice reference in the freshness question.

Aggregation performance concerns should trigger Slice 6, which contains the materialized aggregates and fan-out reduction work—not Slice 5, which only covers empty states and never-run guidance.

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Thank you, Ashraf. I think we should start simple and iterate. I think this is overly complex. Let's do baby steps and use only things that we have right now.

- **Where it's failing** — failures grouped by cause — *`ag.exception.type`; child-span data,
same root-only caveat as tools.*

### Resource usage & cost (the "what is it consuming" group)

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Basically, there is a part which is analytics, which we start with what we have and improve our time.

why the live dashboard shows `-`. Depends on the backend fix (plan.md Slice 4 note +
Slice 6); until then, degrade to the run-level token count the agent reports, not a zero.

### Reliability (drill-down, not forced)

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Analytics which we improve over time

- **Run meta** — trigger source · duration · cost · tools-used count — *tracing +
triggers*.

### Metrics (charts) — from the analytics gateway

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Analytics which we improve over time

agent is blocked on, each linking to where it's answered — *session interactions,
`status = pending`*.

### What your agent produced (outcomes feed)

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This is overly complex. Feels to me that this can be swapped by just a list of sessions.

Plain-language work stays on top for the operator; usage/efficiency detail sits lower and
behind clicks for the builder and budget reader.

### Connections & triggers

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Triggers make sense. Connection a little bit less, since connections are at a project level or on certain revisions.

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Reading this, a simplified version of this would be:

  • one section for analytics
  • one section for sessions
  • one section for triggers

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See comments.

@ashrafchowdury

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Redesign overview page

  1. First, a plain summary about the agent - 1 block
  2. Analytics - I made it one block here, based on how it comes up on dev, we can make it 2 blocks as before
  3. Sessions table - 1 or 2 columns may have been missing from here
  4. Most usage of the tools and models - optional for playing around to see how it comes up
image

Onboarding - frash agent

I have intentionally kept it simple to avoid making it overcomplicated by adding steps and anything else

image

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