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Merge staging into prod#1235

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nrichers merged 70 commits intoprodfrom
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Mar 24, 2026
Merged

Merge staging into prod#1235
nrichers merged 70 commits intoprodfrom
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@nrichers nrichers commented Mar 23, 2026

Pull Request Description

What and why?

Merge staging into prod for testing Quart 1.9.36.

How to test

What needs special review?

Dependencies, breaking changes, and deployment notes

Release notes

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)

nrichers and others added 30 commits March 4, 2026 10:23
…1202)

* Edit: Managing your organization

* WIP: Collaborate with others > Tracking changes

* Edit: Collaborate with others > Tracking changes

* Proofread
…tom-artifact-types-in

Docs: Clarify custom artifact types
…ments & library blocks (#1207)

* Save point

* Save point

* Work with content blocks > Reference field values

* Single-source prep

* Editing

* Save point

* Save point

* Save point

* Edit

* Editing...

* New content editing toolbar image

* Missing copyrights
* WIP: View model activity > Filter all model activity

* Save point

* View model activity: View individual model field activity

* Save point

* Save point

* Save point

* Proofreading

* Proofreading again

* Typo

* Update site/guide/model-inventory/edit-model-inventory-fields.qmd

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

* Fixing numbering

* Fixing indenting

---------

Co-authored-by: Nik Richers <nik@validmind.ai>
feat: docs pipeline to render markdown
…1211)

* WIP

* Save point

* Save point

* Save point

* Edit: Install & initialize the ValidMind Library

* Cursor WIP

* Save point

* Save point

* Save point

* Save point

* Save point

* Store model credentials in env files

* What's next

* Updating notebook listing scripts for page-size: 4

* Save point

* Quick edit

* One more

* and another

* Hang on forgot training stuff

* Updated get started

* Updated enable monitoring

* Training updated

* copyright

* Missed a module
feat: make llm publishing slimmer- no release no installation no library
github-actions bot and others added 14 commits March 17, 2026 23:54
* WIP

* WIP

* Editing validation report template def

* Edit...

* Glossary / about updated

* FAQ updated

* Quickstart -screenshots updated

* Work with test results done

* Enable monitoring done

* Review monitoring results done

* Work with metrics over time done

* save point

* save point

* Editing Export documents

* Export documents done

* Glossary proofreading

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Edit Manage document types

* Edit Manage model documents

* Edit Customize document templates

* Edit Manage document templates

* Edit Export documents

* Edit

* Edit

* Quickstart - Register a model

* Quickstart - Select a template

* Quickstart - Work with {document}

* Proofread

* Pulling in latest notebooks

* Removing unused page

* Removing backup screenshots

* Revert "Removing unused page"

This reverts commit 9a710fd.

* Revering a change that didn't make sense

* Updating notebooks again

* edit
* WIP

* WIP

* Edit: Manage artifact types

* Edit

* Edit after Slack convo
* Initial draft

* Add more install info

* Add quickstarts

* Grouping install & initalize in sidebar

* Silly sidebar variable quirk

---------

Co-authored-by: Beck <164545837+validbeck@users.noreply.github.com>
@nrichers nrichers added the internal Not to be externalized in the release notes label Mar 23, 2026
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PR Summary

This PR introduces widespread terminology updates across the repository to better align with product terminology. In many files—including GitHub workflows, Quarto templates, training materials, and Jupyter notebooks—the term “Documentation” has been replaced with “Development” for model documentation, and “Validation Report” has been simplified to “Validation”. Similarly, references to ongoing monitoring have been updated to use the term “Monitoring” or “Monitoring report”. Other textual changes include updating references such as "Documentation templates" to "Document templates" and adjustments in labels to ensure consistency across the UI (for example, in the sidebar and in code snippet retrieval instructions). These systematic changes affect code comments, configuration YAML files, training and use-case notebooks, and various markdown pages, aiming to streamline both the developer and end-user experience on the ValidMind Platform.

The functional behavior remains unchanged; the changes are purely renaming and label adjustments to improve clarity and consistency in the user interface and documentation.

Test Suggestions

  • Manually verify that all sidebar labels and navigation items now display ‘Development’, ‘Validation’, and ‘Monitoring’ in place of their previous names.
  • Review the rendered output of Quarto documents and training materials to ensure that the updated terminology is correctly applied.
  • Run the workflows (e.g. deploy-docs-prod.yaml, publish-llm-markdown.yaml) to confirm that token names and file path updates do not affect functionality.
  • Check that code snippet retrieval instructions in the app and training slides correctly reflect the new options in the document drop-down menus.

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Execute training notebooks for PRs

✓ INFO: Live previews are available —

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Validate docs site

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

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Lighthouse check results

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

Show Lighthouse scores

Folder depth level checked: 0

Commit SHA: 05eb22c

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 0.70 1.00 0.82
/get-started/get-started.html 0.85 0.70 1.00 0.73
/guide/guides.html 0.81 0.69 1.00 0.82
/index.html 0.93 0.66 1.00 0.82
/releases/all-releases.html 0.86 0.70 1.00 0.73
/support/support.html 0.91 0.68 1.00 0.82
/training/training.html 0.85 0.64 0.96 0.73

nrichers and others added 9 commits March 23, 2026 18:50
* Add pandoc install step

* Try chromium install since stuff renders fine locally

* Switch to RELEASE_NOTES_RO_PAT for installation repo

* Try images instead of Graphviz

* Add render-llm make action for local testing

* Remove Chromium install steps

* BG transparency

---------

Co-authored-by: Beck <164545837+validbeck@users.noreply.github.com>
* Add auto-generated template schema documentation

- Create generate_template_schema_docs.py script to generate HTML schema
  docs from backend JSON Schema using json-schema-for-humans
- Update customize-document-templates.qmd to use generated include
- Add template schema and permissions documentation sections to README.md

The template schema is now regenerated from the v5 JSON schema in the
backend repo, replacing the outdated hardcoded HTML.

Closes sc-6164

* Switch to {html} codeblock, move styles into separate file, style tweaks

* Fixed whitespace issue and added rounded corners

* Fix heading level

* Delete generated template schema file

* Add make action and move template schema docs generation into workflows

* Minor edit

* Fix style for No Additional Items badges

* Kibosh wayward ellipsis

* Remove permissions documentation section from my other PR

* Strip out schema doc CSS that causes issues, style tweaks

* Move expand and collapse buttons above first accordion

* Smidgen of whitespace before embed

* Add README.md section of required repos, remove old R info

* Temporarily add Andres' branch ref

* Switch to new UI schema JSON

* Remove temporary branch ref
* Setup: Export analytics

* WIP

* edit

* Proofreading
@nrichers nrichers merged commit 502bc22 into prod Mar 24, 2026
1 check passed
nrichers added a commit that referenced this pull request Mar 25, 2026
* Expand custom artifact type content

* Add margin footnote link

* Change to definition list

* Edits

* docs: Organization wide default tracking changes in content blocks  (#1202)

* Edit: Managing your organization

* WIP: Collaborate with others > Tracking changes

* Edit: Collaborate with others > Tracking changes

* Proofread

* docs: Insert inventory & artifact field values as variables into documents & library blocks (#1207)

* Save point

* Save point

* Work with content blocks > Reference field values

* Single-source prep

* Editing

* Save point

* Save point

* Save point

* Edit

* Editing...

* New content editing toolbar image

* Missing copyrights

* docs: Individual model inventory field activity (#1206)

* WIP: View model activity > Filter all model activity

* Save point

* View model activity: View individual model field activity

* Save point

* Save point

* Save point

* Proofreading

* Proofreading again

* Typo

* Update site/guide/model-inventory/edit-model-inventory-fields.qmd



* Fixing numbering

* Fixing indenting

---------



* feat: docs pipeline to render markdown

* feat: bump quarto to pre-release

* chore: run llm gen at the end so we don't delay pr previews

* LUA filter + Pandoc post-processing experiment

* docs: 'document' parameter in `vm.init()` for model document target (#1211)

* WIP

* Save point

* Save point

* Save point

* Edit: Install & initialize the ValidMind Library

* Cursor WIP

* Save point

* Save point

* Save point

* Save point

* Save point

* Store model credentials in env files

* What's next

* Updating notebook listing scripts for page-size: 4

* Save point

* Quick edit

* One more

* and another

* Hang on forgot training stuff

* Updated get started

* Updated enable monitoring

* Training updated

* copyright

* Missed a module

* feat: make llm publishing slimmer- no release no installation no library

* chore: put vm-library llm docs back

* Switch to sparse checkout for some repos

* fix: errors in publish llm gha

* chore: handle the case where branch name is not main or prod, for instance when testing

* Add "Quick reference" section to test overview page (#1205)

* Add key concepts section to test overview page

* Make section a callout, change to quick reference

* Save point for graphviz

* Some graphviz tweaks

* A few more tweaks

* Fill colour tweak

* Document vm_today and datetime support in calculated fields (#1167)

* Document vm_today and datetime support in calculated fields

Add collapsible example for date arithmetic in model inventory
calculation fields: vm_today, date, datetime, timedelta, relativedelta.
Includes next review date and days-remaining countdown examples.
Notes timestamp input and string output behavior.

[sc-7465]

* Fix whitespace

* Fix heading level and move inventory field types up one section

* Add screenshots, edits after testing

* Save point before moving content

* Move into its own file and relocate

* Better intro

* Restore better vm_today example

* Edits

* Minor text reschuffle

* Mention fields by name

* Move field types reference content below prequisites and bump to h2

* Fix example casing

* Consistency edit

* Rename and restructure Supported Models page (#1163)

* Rename and restructure Supported Models page

- Rename supported-models.qmd to supported-model-frameworks.qmd
- Add alias for old URL to preserve links
- Restructure content into clearer sections:
  - Framework support with wrapper classes and install commands
  - Test input requirements (predict vs predict_proba)
  - Custom model wrappers (FunctionModel, PipelineModel)
  - GenAI and LLM support
  - RAG evaluation with RAGAS
  - Python and dependency compatibility
- Add Mermaid diagrams for class hierarchy and test input flow
- Update references in faq-integrations.qmd and overview-model-documentation.qmd

* Fix missed sidebar update

* Fix broken link

* Add bridging sentence after callout

* Re-add a what does supported mean heading

* Minor edit

* Re-add some old goodness

* Much better detail

* Edits

* More edits

* Edits

* Remove old supported models page

* Minor edit

* Edits

* File rename again

* Remove duplicated embeddings content

* Uncomment and move info about tests for text-generating models

* Update site/developer/supported-models-and-frameworks.qmd



* Update site/developer/supported-models-and-frameworks.qmd



* Update site/developer/supported-models-and-frameworks.qmd



* Update site/developer/supported-models-and-frameworks.qmd



* Update site/developer/supported-models-and-frameworks.qmd



* Switch to definition list after removing lead-in text for bulleted list

* Two columns for a neater layout

* Remove pointless link

* Add links, text edits

* Update site/developer/supported-models-and-frameworks.qmd



* Whitespace

* Address review comment from Juan

* Remove links I'd added

---------



* docs: Updated document type names (#1224)

* WIP

* WIP

* Editing validation report template def

* Edit...

* Glossary / about updated

* FAQ updated

* Quickstart -screenshots updated

* Work with test results done

* Enable monitoring done

* Review monitoring results done

* Work with metrics over time done

* save point

* save point

* Editing Export documents

* Export documents done

* Glossary proofreading

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Save point

* Edit Manage document types

* Edit Manage model documents

* Edit Customize document templates

* Edit Manage document templates

* Edit Export documents

* Edit

* Edit

* Quickstart - Register a model

* Quickstart - Select a template

* Quickstart - Work with {document}

* Proofread

* Pulling in latest notebooks

* Removing unused page

* Removing backup screenshots

* Revert "Removing unused page"

This reverts commit 9a710fd.

* Revering a change that didn't make sense

* Updating notebooks again

* edit

* docs: Delete and archive artifact types (#1228)

* WIP

* WIP

* Edit: Manage artifact types

* Edit

* Edit after Slack convo

* Add R support documentation (#1227)

* Initial draft

* Add more install info

* Add quickstarts

* Grouping install & initalize in sidebar

* Silly sidebar variable quirk

---------



* Switch to RELEASE_NOTES_RO_PAT for installation repo (#1231)

* Fix CI hang: Don't try to render Graphviz diagrams with GFM (#1230)

* Add pandoc install step

* Try chromium install since stuff renders fine locally

* Switch to RELEASE_NOTES_RO_PAT for installation repo

* Try images instead of Graphviz

* Add render-llm make action for local testing

* Remove Chromium install steps

* BG transparency

---------



* Add auto-generated template schema documentation (#1166)

* Add auto-generated template schema documentation

- Create generate_template_schema_docs.py script to generate HTML schema
  docs from backend JSON Schema using json-schema-for-humans
- Update customize-document-templates.qmd to use generated include
- Add template schema and permissions documentation sections to README.md

The template schema is now regenerated from the v5 JSON schema in the
backend repo, replacing the outdated hardcoded HTML.

Closes sc-6164

* Switch to {html} codeblock, move styles into separate file, style tweaks

* Fixed whitespace issue and added rounded corners

* Fix heading level

* Delete generated template schema file

* Add make action and move template schema docs generation into workflows

* Minor edit

* Fix style for No Additional Items badges

* Kibosh wayward ellipsis

* Remove permissions documentation section from my other PR

* Strip out schema doc CSS that causes issues, style tweaks

* Move expand and collapse buttons above first accordion

* Smidgen of whitespace before embed

* Add README.md section of required repos, remove old R info

* Temporarily add Andres' branch ref

* Switch to new UI schema JSON

* Remove temporary branch ref

* docs: Export analytics (#1225)

* Setup: Export analytics

* WIP

* edit

* Proofreading

---------

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>
Co-authored-by: Spencer Krum <nibz@validmind.ai>
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3 participants