refac: unified expression filter component across explore, canvas, alerts and reports

[AdityaHegde]

We have 3 different filter implementation across explore, canvas, alerts and reports with action code like toggling dimension value duplicated. This PR unifies expression filters components.

The goal of this refactor was also to ensure the state matches UI controls 1-1. Earlier we have V1Expression that doesnt map 1-1, especially with Select vs In-List modes.

1. ExpressionFilter.svelte acts as the unified filter component that takes a ExpressionFilterManager.
2. ExpressionFilterManager contains MetricsViewFilterManager per configured metrics views. It also has the full list of DimensionFilterManager/MeasureFilterManager across metrics views, deduped by name. Takes all the filters from MetricsViewFilterManager and creates a sorted list for default filters bar, required first, followed by pinned, followed by dimension and finally measure filters.
3. JoinerFilterManager is a wrapper per joiner. For existing filter bar it is always an AND joiner. Future PR will support more advanced editing like OR filter and nested AND/OR. Ensures pinned/required filters have an entry. Also handles adding new dimension/measure filter.
4. DimensionFilterManager encapsulates all actions for a dimension filter. This code was spread out in different places. Along with DimensionFilter.svelte it handles everything for a dimension filter.
5. Similarly, MeasureFilterManager encapsulates all actions for a measure filter. Along with MeasureFilter.svelte it handles everything for a measure filter.
6. All of this depends on MetricsViewsProvider. All dimension and measure selectors are come from here.
7. It also depends on YAMLConfigProvider that provide config that is yaml only and not maintained as a state while rendering dashboard. Currently this has required/pinned filters.
8. Adds a DashboardConfigProvider for quickly building ExploreDashboardConfigProvider or CanvasDashboardConfigProvider.

For explore,

1. Adds ExpressionFilterManager to StateManagers.
2. Replaces the old filter component with the new ExpressionFilter.svelte passing it the ExpressionFilterManager from StateManagers.
3. Replaces actions/selectors references in leaderbord, dimension table and other places to using ExpressionFilterManager directly.

For canvas,

1. Adds ExpressionFilterManager to CanvasEntity.
2. Replaces the old actions with calls to this ExpressionFilterManager.
3. Still used the old timeAndFilterStore but uses data from parent's ExpressionFilterManager for expression related fields.

There will be a follow up to move time controls as well.

Checklist:

• Covered by tests
• Ran it and it works as intended
• Reviewed the diff before requesting a review
• Checked for unhandled edge cases
• Linked the issues it closes
• Checked if the docs need to be updated. If so, create a separate Linear DOCS issue
• Intend to cherry-pick into the release branch
• I'm proud of this work!

[Copilot]

Pull request overview

Unifies filter state, UI, persistence, exports, alerts, reports, and canvas interactions around ExpressionFilterManager.

Changes:

• Introduces shared dimension/measure filter managers and providers.
• Migrates explore, canvas, alerts, reports, bookmarks, and public URLs.
• Updates serialization, query construction, tests, and read-only filter displays.

Reviewed changes

Copilot reviewed 149 out of 163 changed files in this pull request and generated 8 comments.

Show a summary per file

File	Description
web-local/tests/explores/explores.spec.ts	Adjusts explore E2E timing.
web-local/tests/canvas/filters.spec.ts	Cleans canvas filter test.
web-common/src/lib/test/mock-animations.ts	Mocks Web Animations.
web-common/src/lib/svelte-query/reactive-queries.svelte.ts	Adds reactive multi-query helper.
web-common/src/lib/i18n/messages/es.json	Adds required-filter copy.
web-common/src/lib/i18n/messages/en.json	Adds required-filter copy.
web-common/src/lib/arrayUtils.ts	Generalizes collection helpers.
web-common/src/features/scheduled-reports/utils.ts	Migrates report filters.
web-common/src/features/scheduled-reports/ScheduledReportDialog.svelte	Uses unified filter manager.
web-common/src/features/scheduled-reports/BaseScheduledReportForm.svelte	Passes unified filter context.
web-common/src/features/metrics-views/providers/test/RuntimeContextHarness.svelte	Adds provider test harness.
web-common/src/features/metrics-views/providers/test/metrics-views-test-utils.svelte.ts	Adds provider test utilities.
web-common/src/features/metrics-views/providers/MetricsViewsProvider.spec.ts	Tests metrics-view aggregation.
web-common/src/features/exports/pdf/CanvasPdfExportHeader.svelte	Uses unified read-only filters.
web-common/src/features/exports/export-filters.ts	Exports unified expressions.
web-common/src/features/exports/export-filters.spec.ts	Updates export tests.
web-common/src/features/explores/explore-link/explore-state-transformer.ts	Keeps filters collapsed.
web-common/src/features/explore-mappers/get-dashboard-from-aggregation-request.ts	Maps measure filters to subqueries.
web-common/src/features/dashboards/workspace/Dashboard.svelte	Connects dashboard to filter manager.
web-common/src/features/dashboards/url-state/test/url-state-test-utils.ts	Adds filter-manager URL helpers.
web-common/src/features/dashboards/url-state/convertURLSearchParamsToExploreState.spec.ts	Updates URL-state tests.
web-common/src/features/dashboards/url-state/convertPresetToExploreState.ts	Preserves unified expressions.
web-common/src/features/dashboards/url-state/convert-partial-explore-state-to-url-params.ts	Serializes unified expressions.
web-common/src/features/dashboards/time-series/totals-data-store.ts	Queries with unified filters.
web-common/src/features/dashboards/time-series/timeseries-data-store.ts	Queries with unified filters.
web-common/src/features/dashboards/time-series/ScreenshotContainer.svelte	Uses read-only expression filters.
web-common/src/features/dashboards/time-series/multiple-dimension-queries.ts	Preserves measure subqueries.
web-common/src/features/dashboards/time-dimension-details/TDDHeader.svelte	Migrates filter actions.
web-common/src/features/dashboards/time-dimension-details/tdd-export.ts	Exports unified filters.
web-common/src/features/dashboards/time-controls/time-control-store.ts	Adds dimension-only expressions.
web-common/src/features/dashboards/time-controls/time-control-store.spec.ts	Cleans test managers.
web-common/src/features/dashboards/stores/test-data/helpers.ts	Initializes managers in context.
web-common/src/features/dashboards/stores/filter-utils.ts	Adds expression utilities.
web-common/src/features/dashboards/stores/dashboard-stores.ts	Mirrors managed filters into state.
web-common/src/features/dashboards/stores/correct-explore-state.spec.ts	Removes legacy filter assertions.
web-common/src/features/dashboards/stores/AdvancedMeasureCorrector.ts	Delegates filter correction.
web-common/src/features/dashboards/stores/AdvancedMeasureCorrector.spec.ts	Updates correction tests.
web-common/src/features/dashboards/state-managers/StateManagersProvider.svelte	Cleans up state managers.
web-common/src/features/dashboards/state-managers/state-managers.ts	Adds expression filter manager.
web-common/src/features/dashboards/state-managers/selectors/measures.ts	Extracts measure filtering helper.
web-common/src/features/dashboards/state-managers/selectors/measure-filters.ts	Retires legacy selectors.
web-common/src/features/dashboards/state-managers/selectors/dashboard-queries.ts	Reads measures from expressions.
web-common/src/features/dashboards/state-managers/most-recent-explore-state.spec.ts	Updates persisted-state tests.
web-common/src/features/dashboards/state-managers/loaders/test/PageMockForExploreTests.ts	Mocks form actions.
web-common/src/features/dashboards/state-managers/loaders/test/DashboardStateManagerTest.svelte	Adds manager provider context.
web-common/src/features/dashboards/state-managers/loaders/explore-web-view-store.spec.ts	Updates web-view tests.
web-common/src/features/dashboards/state-managers/loaders/DashboardStateSync.ts	Synchronizes managed filters.
web-common/src/features/dashboards/state-managers/loaders/DashboardStateManager.svelte	Supplies filter manager to sync.
web-common/src/features/dashboards/state-managers/loaders/DashboardStateManager.spec.ts	Updates imports.
web-common/src/features/dashboards/state-managers/actions/measure-filters.ts	Retires legacy actions.
web-common/src/features/dashboards/state-managers/actions/filters.ts	Retires legacy actions.
web-common/src/features/dashboards/selectors.ts	Handles unified subquery filters.
web-common/src/features/dashboards/rows-viewer/RowsViewerAccordion.svelte	Uses unified expressions.
web-common/src/features/dashboards/providers/YAMLConfigProvider.svelte.ts	Provides YAML filter configuration.
web-common/src/features/dashboards/providers/DashboardConfigProvider.svelte.ts	Builds dashboard-specific providers.
web-common/src/features/dashboards/proto-state/toProto.ts	Serializes filter subqueries.
web-common/src/features/dashboards/proto-state/sparse-proto.spec.ts	Updates proto tests.
web-common/src/features/dashboards/proto-state/fromProto.ts	Restores unified subqueries.
web-common/src/features/dashboards/pivot/pivot-export.ts	Exports unified filters.
web-common/src/features/dashboards/pivot/pivot-data-config.ts	Configures unified pivot filters.
web-common/src/features/dashboards/leaderboard/LeaderboardDisplay.svelte	Migrates leaderboard actions.
web-common/src/features/dashboards/leaderboard/Leaderboard.svelte	Queries unified expressions.
web-common/src/features/dashboards/filters/ExpressionFilterManager.svelte.ts	Centralizes expression filter state.
web-common/src/features/dashboards/filters/VerticalExpressionFilters.svelte	Adds vertical filter editor.
web-common/src/features/dashboards/filters/utils.ts	Detects missing required filters.
web-common/src/features/dashboards/filters/test/render-filter-component.ts	Removes legacy test helper.
web-common/src/features/dashboards/filters/test/ExpressionFiltersTest.svelte	Adds unified filter harness.
web-common/src/features/dashboards/filters/ReadonlyExpressionFilters.svelte	Adds shared read-only filters.
web-common/src/features/dashboards/filters/MissingRequiredFiltersMessage.svelte	Displays required-filter warnings.
web-common/src/features/dashboards/filters/measure-filters/ReadonlyMeasureFilter.svelte	Adds read-only measure chip.
web-common/src/features/dashboards/filters/measure-filters/MeasureFilterReadOnlyChip.svelte	Removes legacy measure chip.
web-common/src/features/dashboards/filters/measure-filters/MeasureFilterManager.svelte.ts	Encapsulates measure filter state.
web-common/src/features/dashboards/filters/measure-filters/MeasureFilterForm.svelte	Removes duplicate popover ID.
web-common/src/features/dashboards/filters/measure-filters/measure-filter-utils.ts	Removes split/merge utilities.
web-common/src/features/dashboards/filters/FilterChipsReadOnly.svelte	Removes legacy read-only filters.
web-common/src/features/dashboards/filters/FilterButton.svelte	Removes legacy add button.
web-common/src/features/dashboards/filters/filter-events.ts	Defines filter events.
web-common/src/features/dashboards/filters/ExploreFilterChipsReadOnly.svelte	Removes explore-specific chips.
web-common/src/features/dashboards/filters/dimension-filters/ReadonlyDimensionFilter.svelte	Adds read-only dimension chip.
web-common/src/features/dashboards/filters/dimension-filters/DimensionFilterReadOnlyChip.svelte	Removes legacy dimension chip.
web-common/src/features/dashboards/filters/dimension-filters/DimensionFilterFooter.svelte	Simplifies exclude callback.
web-common/src/features/dashboards/filters/dimension-filters/dimension-filter-values.ts	Queries unified filters.
web-common/src/features/dashboards/filters/CanvasFilterChipsReadOnly.svelte	Removes canvas-specific chips.
web-common/src/features/dashboards/filters/AddExpressionFilterButton.svelte	Uses shared filter metadata.
web-common/src/features/dashboards/dimension-table/DimensionHeader.svelte	Migrates dimension actions.
web-common/src/features/dashboards/dimension-table/DimensionDisplay.svelte	Migrates selection and queries.
web-common/src/features/dashboards/dimension-table/dimension-table-utils.ts	Preserves measure subqueries.
web-common/src/features/dashboards/dimension-table/dimension-table-export.ts	Exports unified filters.
web-common/src/features/dashboards/dimension-search/GlobalDimensionSearchResults.svelte	Migrates search selection.
web-common/src/features/dashboards/dashboard-fetch-mocks.ts	Mocks resource listings.
web-common/src/features/dashboards/big-number/MeasuresContainer.svelte	Receives unified filters.
web-common/src/features/dashboards/aggregation-request-utils.ts	Removes legacy filter builder.
web-common/src/features/canvas/LocalFiltersHeader.svelte	Displays unified local filters.
web-common/src/features/canvas/inspector/filters/FiltersMapper.svelte	Passes local filter managers.
web-common/src/features/canvas/inspector/DefaultFilterDisplay.svelte	Displays managed defaults.
web-common/src/features/canvas/filters/canvas-filter-expressions.ts	Extracts managed canvas filters.
web-common/src/features/canvas/components/SaveDefaultsButton.svelte	Compares default URL state.
web-common/src/features/canvas/components/pivot/pivot-test-data.ts	Adds pivot test metadata.
web-common/src/features/canvas/components/pivot/pivot-click-to-filter.ts	Migrates pivot interactions.
web-common/src/features/canvas/components/pivot/CanvasPivotRenderer.svelte	Connects pivot filter manager.
web-common/src/features/canvas/components/markdown/util.ts	Supplies unified template filters.
web-common/src/features/canvas/components/kpi-grid/KPIGrid.svelte	Guards unavailable filter state.
web-common/src/features/canvas/components/charts/variants/ComboChart.ts	Preserves unified link filters.
web-common/src/features/canvas/components/charts/custom-chart/index.ts	Creates local expression filters.
web-common/src/features/canvas/components/charts/BaseChart.ts	Preserves unified chart filters.
web-common/src/features/canvas/chat-context.ts	Supplies canvas filters to chat.
web-common/src/features/canvas/CanvasBuilder.svelte	Initializes canvas width.
web-common/src/features/alerts/form-utils.ts	Builds alert queries from expressions.
web-common/src/features/alerts/data-tab/DataPreview.svelte	Uses managed alert filters.
web-common/src/features/alerts/data-tab/AlertDialogDataTab.svelte	Passes unified filter context.
web-common/src/features/alerts/criteria-tab/AlertPreview.svelte	Uses managed criteria filters.
web-common/src/features/alerts/criteria-tab/AlertDialogCriteriaTab.svelte	Migrates criteria filter type.
web-common/src/features/alerts/create-alert-utils.ts	Initializes alert filter manager.
web-common/src/features/alerts/AlertPreviewTable.svelte	Updates sizing call.
web-common/src/features/alerts/AlertForm.svelte	Manages filter lifecycle.
web-common/src/features/alerts/alert-preview-data.ts	Queries alert expressions.
web-common/src/components/virtualized-table/sections/TableCells.svelte	Guards stale virtual items.
web-common/src/components/virtualized-table/sections/ColumnHeaders.svelte	Guards stale headers.
web-admin/tests/bookmarks.spec.ts	Re-enables bookmark E2E tests.
web-admin/src/features/public-urls/ExploreFiltersSection.svelte	Removes explore-specific section.
web-admin/src/features/public-urls/CanvasFiltersSection.svelte	Removes canvas-specific section.
web-admin/src/features/public-urls/canvas-form-utils.ts	Removes legacy canvas utilities.
web-admin/src/features/projects/header/ProjectHeader.svelte	Simplifies bookmark props.
web-admin/src/features/dashboards/share/ShareDashboardPopover.svelte	Keys public URL forms by resource.
web-admin/src/features/dashboards/listing/DashboardsTable.svelte	Uses default deduplication.
web-admin/src/features/bookmarks/ExploreBookmarks.svelte	Removes metrics-view prop.
web-admin/src/features/bookmarks/CanvasBookmarks.svelte	Removes metrics-view lookup.
web-admin/src/features/bookmarks/Bookmarks.svelte	Keys dialogs by resource.

---

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[nishantmonu51]

Reviewed the diff against main with a focus on the new manager classes, the URL/state sync path, and the call sites that were rewritten against them.

1. handleExploreInit takes the update lock without a try/finally

web-common/src/features/dashboards/state-managers/loaders/DashboardStateSync.ts:145

handleExploreInit now sets this.updating = true and expressionFilterManager.updating = true, but unlike its two siblings it does not wrap them in a try/finally. handleURLChange (line 249) does, with an explicit comment that "the finally ensures a throw below cannot leave it stuck", and so does gotoNewState (line 338).

The method is invoked as void this.handleExploreInit(...) from a store subscription and it awaits resolveTimeRanges (a network call) and goto. If either rejects, both locks stay true and initialized stays false for the rest of the session: handleExploreInit and handleURLChange return at their first guard on every later call, gotoNewState no-ops, and syncExpressionFilters (Filters.svelte:403) never writes the filter into the explore store. The dashboard silently stops syncing URL and state.

Before this change the same throw only left initialized false, so the next subscription tick retried.

2. setUrlParams rebuilds every manager on every explore state change

web-common/src/features/dashboards/filters/ExpressionFilterManager.svelte.ts:138

setUrlParams unconditionally rebuilds topLevelJoiner and resets temporaryFilterName, with no short-circuit when the params are unchanged. setParamForMetricsView (line 157) does compare, so the asymmetry looks unintended. DashboardStateSync.gotoNewState:371 calls setUrlParams on every explore state change, including ones unrelated to filters such as sort, time range and the pivot toggle.

Concretely: add an empty filter chip for dimension A from the "+ Filter" menu, then click a leaderboard value for dimension B. B's change round-trips through the explore store into gotoNewState, which calls setUrlParams, and A's pending chip disappears because it has no expression in the URL.

The same mechanism discards staged selections in an open dropdown, since DimensionFilter.svelte:69 derives proxyDimensionManager from the dimensionManager identity and every rebuild replaces that instance.

3. setUrlParams can throw on a malformed gzipped_state

web-common/src/features/dashboards/filters/ExpressionFilterManager.svelte.ts:124, web-common/src/features/dashboards/url-state/compression.ts:32

setUrlParams calls expandCompressedParams unguarded, and decompressUrlParams does a base64 decode plus gunzipSync, both of which throw on malformed input. A truncated or hand-edited shared URL therefore throws out of setUrlParams, and in handleExploreInit that call sits outside any try/finally (see finding 1), which wedges the sync permanently.

mergeFilterParams guards the analogous failure in parseFilterParam (expr-utils.ts:139), so this path is inconsistent with its neighbour.

4. Filters in the URL are dropped when the metrics view specs have not loaded

web-common/src/features/dashboards/filters/ExpressionFilterManager.svelte.ts:139, via JoinerFilterManager.parse:142

Parsing drops any condition whose identifier is absent from metricsViewsProvider.dimensionSpecs, and the parse is imperative rather than derived, so it is never re-run when the specs arrive.

In explore, syncStoreWithSource is called with skipUrlSync = true (Filters.svelte:72-79), so the only callers of setUrlParams are in DashboardStateSync, which is gated on the valid-spec and full-time-range queries rather than on metricsViewsProvider.ready. The specs come from a separate ListResources query and the metrics view name from a separate GetExplore. If ListResources has not resolved when handleExploreInit runs, every filter in the URL is silently discarded and never recovered.

create-alert-utils.ts:79 and scheduled-reports/utils.ts:205 have the sharper version of this: both construct a MetricsViewsProvider and call setUrlParams or setExprForMetricsView on the very next statement, so they only produce the right filters when ListResources happens to be cached already.

5. TDD pinIndex is no longer maintained when filter values change

web-common/src/features/dashboards/time-dimension-details/TimeDimensionDisplay.svelte:151

The deleted toggleMultipleDimensionValueSelections decremented dashboard.tdd.pinIndex when a value at or before the pin was removed, and the deleted clearAllFilters reset it to -1. Neither DimensionFilterManager.toggleValue/removeSelectedValues nor ExpressionFilterManager.clear() does either.

In TDD comparing by dimension, pin the fourth selected value and then unselect the first row: time-dimension-data-store.ts:116 still slices selectedValues.slice(0, pinIndex + 1), so the pin divider lands on the wrong row. Clearing all filters leaves pinIndex above -1 with zero selected values.

6. Nothing emits state-changed, so the subscription in state-managers.ts is dead

web-common/src/features/dashboards/filters/ExpressionFilterManager.svelte.ts:108, web-common/src/features/dashboards/state-managers/state-managers.ts:179

createListener() is an empty stub and "state-changed" is never emitted anywhere in web-common or web-admin, yet state-managers.ts registers a handler for it that calls mergePartialExplorerEntity, and cleanup unsubscribes it. Either the intended sync path was never wired up, or the subscription, the unsub in cleanup, and the event in filter-events.ts:12 should be removed. The doc comment on the event still says it is "diffed and emitted by ExpressionFilterManager.createListener".

7. Leftover debug logging

web-common/src/features/dashboards/state-managers/loaders/DashboardStateSync.ts:60 has console.log("DashboardStateSync constructor"), which fires on every dashboard mount. web-common/src/features/dashboards/filters/test/expression-filters-suite.ts:630 has console.log("Remove...").

8. DimensionFilterManager.clone() loses mode, exclude and input text when there is no expression

web-common/src/features/dashboards/filters/dimension-filters/DimensionFilterManager.svelte.ts:111

clone() reconstructs all three from this.expr alone, so it loses them whenever expr is undefined. DimensionFilter.svelte:69 derives the dropdown's proxy from it.

A chip in Contains mode whose search text has been cleared (commit() sets expr to undefined at line 233), or a required or pinned chip switched to Exclude before any value is picked, reopens in Select mode with Exclude off.

9. setMetricsViewNames leaks time range subscriptions

web-common/src/features/metrics-views/providers/MetricsViewsProvider.svelte.ts:157

setMetricsViewNames replaces the name list but never tears down the timeRangeUnsubs entries for metrics views that dropped out; they are only cleared in cleanup(). A canvas whose YAML stops referencing a metrics view keeps that MetricsViewTimeRange subscription alive for the life of the provider, and the stale timeRangeSummaries and maxQueryTimeRangeMillis entries are never removed.

10. clone() does not forward singleParamFormMv

web-common/src/features/dashboards/filters/ExpressionFilterManager.svelte.ts:110

The clone falls back to the default false, so it silently switches to the f.<mv> param form. No caller passes true today, but isUrlTooLongAfterInListFilter (Filters.svelte:382) measures URL length using the clone, so the length check would measure the wrong URL once the flag is used.

Minor

• JoinerFilterManager.hasSomeFilter (line 102) and isComplexFilter (line 105) are computed but never read; ExpressionFilterManager.isComplexFilter comes from mergeFilterParams().advanced instead.
• The added set in parseJoinerExpressionManagers:184 is shared between dimension and measure names, so a dimension and a measure sharing a name would collide during the required and pinned pass.
• The doc comment on mergeFilterParams says conditions are unioned "in the order the metrics views are given", but it iterates URL param order.

[nishantmonu51]

👍

[AdityaHegde]

Thanks @nishantmonu51 . Fixed all except 1 & 4.

• The main concern in 1 is that resolveTimeRanges can throw, but it has try-catch around network call and is meant to be robust. I will revisit this in a follow up, try-catch in DashboardStateSync makes it unnecessarily complex.
• Since ListResources always called this is not an issue. I will do a follow up to improve loading state. There is 2 wrapper components used in all place together, StateManagersProvider & DashboardStateManager.