📘 Notebooks Megaissue

[benjackwhite]

Must have

• [x] Auto-saving that 100% works
• [x] Clash detection when editing / Handle error state if there is a conflict when saving (overwrite or revert)
• [x] Floating editor for Nodes in Notebook ~from 3000 sidebar~ - opens via a button
• [ ] Edit insights in Notebooks
  • [x] Get main editing controls into the sidebar
  • [ ] Get other controls in (refresh, time period etc.)
  • [ ] Fix stylings to make sure the padding and resizing works (@thmsobrmlr )
• [x] Editing of Events / Persons table
• [x] AddToNotebook button - simple popover to select which Notebook (or create a new one)
• [x] Search Notebooks from all places (Top search bar, notebook popover) (https://github.com/PostHog/posthog/pull/17398)
• [x] Transcription notes for Recording
  • [x] Append a comment below a recording when inside a notebook
  • [x] Suggest a timestamp node that can be tabbed to accept after pressing Enter on a previous timestamped comment
  • [x] Offer to open notebooks containing comments when clicking "Comment" on a recording outside a notebook. Alternatively a simpler option would be to just focus the notebook and add a comment if open & contains a recording
  • [x] Play recording in notebook from position of timestamp after creation
  • [x] Add a playlist support for comments
• [x] Playlist UI fix
• [x] Timestamp component for recording notes
• [x] Slash-hog - slash commands
• [x] Automatic link detection
  • [x] Fix links being always opened in new tab due to this
  • [x] Open external links in a new tab
  • [x] Have separate styling for PH links (could we name the resource)
  • [x] Sidebar the notebook and navigate to the link if PH link
  • [ ] Opening a resource from a different project fails
• [x] Re-think drag and drop UX (maybe with design input)
  • [x] Discoverability - add to Notebook template thing
  • [x] Dropzone above or below for "Choose notebook" with clever reaction to mouse location
• [x] Feature Flag Node
• [x] Persons Node
• [x] Group Node
• [x] Cohort Node
• [x] Fix issues related to RecordingsModal popup
• [x] Add storybook
• [x] New notebook should have multiple lines so that if they click below the heading they can do something (a la Notion)
• [x] Persistent file history
• [ ] Add button can solve new and existing resources (mixture of slash command and @ command)
• [x] Move to the sidebar
• [ ] Known bugs
  • [x] Insertion suggestions overlap button actions - https://github.com/PostHog/posthog/pull/18135 @daibhin
  • [x] Cannot insert content between two nodes - https://github.com/PostHog/posthog/pull/18248 @daibhin
  • [ ] Node content is selected when a node is selected preventing text selection
• [ ] Add empty state prompts @daibhin

Future priorities

Done

• [x] Add text editing toolbar
• [x] Alternative to "pin" which adds a recording below the playlist
• [x] Intelligent search - search and filter across title and content
• [x] Editable node titles
• [x] Deep-dive controls (replay takes you to a graph which takes you to persons etc.)

Under consideration...

• [ ] Cached results (needed for Sharing, Table of Contents and static Notebooks)
  • [ ] Cached / Point-in-time insights (i.e. no refreshing of data unless manually requested)
• [ ] Notebook preview - remove things like Persons modal in favour of Notebook "preview" that can be turned into full notebook with one click
• [ ] Extended insights - things like "Detailed results" that normal insights currently have
• [ ] Table of Contents
• [ ] Labels (or something like it - folders etc.)
• [ ] Official templates
  • [ ] Custom templates
• [ ] Sharing - different modes, e.g. "pages" style
• [ ] Everything has a Notebook - Person, Group, Cohort, Events, Actions, Flags etc.
• [ ] Configuration of controls to be shown even in view mode.
• [ ] Keyboard shortcuts everywhere
• [ ] Global notebook variables
• [ ] Add "cheatsheet" popup for a notebook for common commands, and how to drag and drop etc.
• [ ] Ability to swap from Widget to simple link (and vice versa?)
• [ ] Comments
  • [ ] Allow commenting on a widget or notebook text
  • [ ] Mentions
  • [ ] Activity panel feed of your comments / mentions
  • [ ] Replies, emoji reactions... etc.
• [ ] Canvas mode
  • [ ] Rebuild PostHog interface in Notebooks (e.g. Surveys analytics UI)
  • [ ] "Explore" page as default home
• [ ] Replace dashboards with Notebooks
  • [ ] Multiple widgets in a row
  • [ ] Resizeable widths
  • [ ] (Additional other features listed here like cached results, variables etc.)
• [ ] AI - Auto-suggest notebook content from existing data

For preview release

• [x] Fix up background persistence logic
• [x] Make it clearer items that are draggable to the notebook
• [x] Add instrumentation
• [x] Make size of notebook draggable
• [x] Add intro to notebooks "notebook"
• [x] Improve empty state of a notebook
• [x] Fix fresh load issue with notebook open in sidebar and main view (same logic, different editor ref)

[annikaschmid]

My own observations from testing on 06/06:

1. The hedgehog in hedgehog mode jumps a lot when typing, because it jumps when pressing space. It's a bit too much.
2. I can't wait for a smaller navigation. Because when I am on my Mac screen, I can't view the playlist + the player + the notebook. So I always have to close the notebook to go to the next recording (autoplay is not good, because there are so many PostHog people amongst early users)
3. When I go from the notebook to the playlist with my cursor, I naturally pass the events sidebar, so it always opens the events overlay, which is annoying
4. When I drag a recording to the bottom of a notebook, it is annoying to add more content below. Because I can't click at the bottom of the recording and a new line appears. And I can't click next to the recording, because that only opens app the events overlay. So I have to click above the recording and then use the right arrow to go all the way past the recording
5. For a recording, it would be nice to start at a timestamp or link to a timestamp in the notebook, because often times, you want to show a specific thing
6. Now that I have created my notebooks with observations, I wish there would be a share button available in the split screen notebook
7. It would be nice to click the title of the pinned notebook to open the notebook in the /notebooks URL

[annikaschmid]

I just accidentally overwrote the example notebook. Here is how I did it:

1. I opened the notebook in the sidebar
2. It opened some recent notebook, so far, all as expected
3. Then I clicked the notebook name, I got a drop down and clicked "new notebook"
4. I got a default notebook that had lots of instructions on how to use it. I thought "Oh cool, that is a nice way of telling users how to use this thing".
5. Because I knew how to use this things, I pressed "command" + "A" and "command" + "X" to clear the notebook
6. I renamed the notebook and added my content
7. When I went to the notebook list to share my notebook, I was confused why Ben created it 5 days ago
8. Then I realised what happened

[annikaschmid]

Here is my notebook watching recordings of users who use notebook, including observations: https://app.posthog.com/notebooks/OVCujg3U

[annikaschmid]

There seems to be a bug with turning a specific text into an H2 (##), I tried it both from the pinned sidebar as well as from the notebook in fullscreen. Here is the recording: https://app.posthog.com/recordings/1888ffe12ab129b-094ff95bc32afb-1d525634-16a7f0-1888ffe12ac3293?t=3250

[mavericreal]

It'd save time to have a "copy" button to create a new notebook from an existing one.