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QUA-1756: Add Quality Check Ownership documentation#1148

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qua-1756-quality-check-ownership
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QUA-1756: Add Quality Check Ownership documentation#1148
RafaelOsiro wants to merge 4 commits into
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qua-1756-quality-check-ownership

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@RafaelOsiro

@RafaelOsiro RafaelOsiro commented Jun 19, 2026

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Overview

Adds the Quality Check Ownership documentation sub-tree under Data Quality Checks, covering the Owner field defaults, the three transfer modes (explicit, implicit, and Drafter activation), permissions, notifications, history, and filtering. Includes a Getting Started hub, Deep Dive pages, two how-tos with per-entry-point tabs, an API reference, and an FAQ.

Also captures the doc conventions surfaced during this work in CLAUDE.md (page structure, H1/card icons, inline action icons, permission tables, language and style, asset layout, terminology, and workflow rules).

Key Changes

  • Getting Started: hub page with Deep Dive / How-tos / API & FAQ card grid and an Ownership-section hero screenshot.
  • Deep Dive: Introduction, How It Works (defaults, transfer modes, permissions matrix, notifications, history, owner-vs-assignee comparison, filtering), and Examples (onboarding, handoff, notifications, compliance audit, Draft promotion).
  • How-tos: Change Owner (Datastore + Explore tabs) and Bulk Change Owner (Datastore + Check Template tabs), with step-by-step screenshots for each path.
  • API: Create / Update / Filter endpoints, the owner_id field reference, bulk all-or-nothing semantics, and a sharpened 400/422 error table. Verified against controlplane@develop.
  • FAQ: Q&A grouped by Defaults, Transfers, Permissions, Notifications, Filtering, History, and API.
  • CLAUDE.md: documents page-type layouts, H1/card icon rules, inline action icon pattern, permission table icons, em-dash and sensitive-info bans, asset layout, team permission vs user role terminology, and workflow rules (remote verification, no unprompted mkdocs build, batched pre-commit, venv requirement).
  • Overview: applies the H1 brick icon convention to the Data Quality Checks Overview page.

Pages to Test

  • http://localhost:8000/data-quality-checks/ownership/getting-started/ — H1 with brick :material-book-open-page-variant:; intro paragraph; hero screenshot; !!! info "Permissions" block; three H2 sections (Deep Dive / How-tos / API & FAQ) separated by HR dividers; card icons mirror destination H1 icons; links open in the same tab.
  • http://localhost:8000/data-quality-checks/ownership/deep-dive/introduction/ — H1 with brick :material-book-open-variant:; Overview / Why this matters / Transfer modes at a glance / Next Steps sections; single Next Steps grid (How It Works + Examples); no screenshots.
  • http://localhost:8000/data-quality-checks/ownership/deep-dive/how-it-works/ — H1 with brick :material-file-cog:; full mechanics (defaults, three transfer modes, permissions table, notifications, history, owner-vs-assignee comparison table, filtering); disables Qualytics as a selectable owner wording in the Transfer-away warning; Drafter activation explained as "cannot edit it".
  • http://localhost:8000/data-quality-checks/ownership/deep-dive/examples/ — H1 with brick :material-text-box-edit-outline:; five scenarios (Onboarding / Handoff / Notifications / Compliance audit / Draft promotion) using Context. + What happens. + Why it works. structure; Explore > Checks menu label.
  • http://localhost:8000/data-quality-checks/ownership/how-tos/change-owner/ — Plain H1 (no icon); intro with cross-links to Bulk / How It Works / API; two tabs (Datastore Checks tab / Explore > Checks) converging on the Check Details modal; Step 8 / Step 7 reads Update; Step 9 mentions the Summary section; Check Template entry point covered by a !!! note inside the Explore tab; trailing !!! info covers Author/Drafter permissions + Qualytics pinned at top + disables after transfer.
  • http://localhost:8000/data-quality-checks/ownership/how-tos/bulk-change-owner/ — Plain H1; intro with cross-links; two tabs (Datastore Checks tab / Check Template) at 1:1 parity (10 steps each); Bulk menu :material-dots-vertical: + Edit :material-square-edit-outline: inline icons; Step 6 banner notes "overwrite existing data"; trailing !!! warning "Bulk replaces, not merges".
  • http://localhost:8000/data-quality-checks/ownership/api/ — H1 with brick :material-api:; !!! tip linking to demo.qualytics.io/api/docs; !!! note "Permissions" (Member role + Viewer/Author team permissions); field reference table for owner_id linking to AI Managed; Create / Update / Filter sections with cURL examples; PUT example includes description (required); !!! note "Bulk is all-or-nothing" under bulk PATCH; sharpened 400 vs 422 error rows.
  • http://localhost:8000/data-quality-checks/ownership/faq/ — H1 with brick :material-help-circle-outline:; no tip banner; Q&A grouped by Defaults / Transfers / Permissions / Notifications / Filtering / History / API; "Can I transfer ownership back to Qualytics?" answer says disables (consistent with how-it-works and change-owner); PUT example in API question includes description + owner_id.
  • http://localhost:8000/data-quality-checks/overview-of-a-check/ — H1 now renders the brick :material-book-alphabet: icon next to "Checks Overview".
  • Sidebar nav: confirm the new Ownership sub-tree appears under Data Quality Checks with children Getting Started / Deep Dive (Introduction, How It Works, Examples) / How-tos (Change Owner, Bulk Change Owner) / API / FAQ.
  • Light and dark mode: confirm the H1 brick icons render correctly and inline :material-cog: / :material-pencil-outline: / :material-dots-vertical: / :material-square-edit-outline: icons in step bodies pick up the default foreground color.

Captures conventions established across recent reviews: page-type
layouts (Overview/Getting Started/Introduction/How It Works/Examples/
How-tos/API/FAQ/Permissions), H1 and card icon rules, inline action
icon pattern, permission matrix and support table icons, em-dash and
sensitive-info bans, asset layout and naming, team permission vs user
role terminology, and workflow rules (validate against remote, do not
run mkdocs build unprompted, batch pre-commit, pre-commit needs venv).

Also applies the H1 brick icon convention to the Data Quality Checks
Overview page header.
Adds the Quality Check Ownership sub-tree under Data Quality Checks
covering the Owner field defaults, the three transfer modes (explicit,
implicit, Drafter activation), permissions, notifications, history
tracking, and filtering.

Includes:
- Getting Started hub with Deep Dive / How-tos / API & FAQ card grid
- Deep Dive (Introduction, How It Works, Examples)
- How-tos (Change Owner, Bulk Change Owner) with per-entry-point tabs
- API reference with Create / Update / Filter endpoints and bulk
  all-or-nothing semantics
- FAQ grouped by Defaults / Transfers / Permissions / Notifications /
  Filtering / History / API
- Step-by-step screenshots for both how-tos and a Getting Started hero
- mkdocs.yml nav entries
@RafaelOsiro RafaelOsiro added the documentation Improvements or additions to documentation label Jun 19, 2026
@RafaelOsiro RafaelOsiro self-assigned this Jun 19, 2026
@greptile-apps

greptile-apps Bot commented Jun 19, 2026

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Greptile Summary

This PR adds a complete Quality Check Ownership documentation sub-tree under Data Quality Checks, covering seven new pages (Getting Started hub, three Deep Dive pages, two How-tos, one API reference, and one FAQ), 39 step screenshots, and a CLAUDE.md update capturing documentation conventions. It also applies the H1 brick icon convention to the existing Checks Overview page.

  • New pages: Getting Started hub with card grid, Introduction, How It Works (defaults, three transfer modes, permissions, notifications, history, filtering), Examples (five scenarios), How-tos with per-entry-point tabs and step screenshots, API reference with cURL examples, and a grouped FAQ.
  • CLAUDE.md: Captures page-type layouts, H1/card icon rules, inline action icon pattern, permission table icons, language/style rules (em-dash ban, internal term ban), asset layout, team-permission vs user-role terminology, and workflow rules.
  • mkdocs.yml: Adds the Ownership sub-tree under Data Quality Checks with correct nav hierarchy.

Confidence Score: 5/5

This is a documentation-only PR with no code logic changes; it is safe to merge.

All seven new pages follow the CLAUDE.md conventions precisely: correct H1/card icons, same-tab links on Getting Started, target=_blank on all other cross-links, no em-dashes, no internal implementation terms, correct Member-role vs team-permission terminology throughout, and an accurate API error table. The mkdocs.yml nav hierarchy matches the page structure. No broken cross-references or missing assets were found.

No files require special attention.

Important Files Changed

Filename Overview
docs/data-quality-checks/ownership/getting-started.md Hub page with correct layout: intro paragraph, hero screenshot, Permissions admonition, three H2 card sections separated by HR dividers, same-tab links, and card icons that mirror each destination H1.
docs/data-quality-checks/ownership/deep-dive/how-it-works.md Mechanics reference covering defaults, three transfer modes, permissions table, notifications, history, owner-vs-assignee comparison, and filtering; no screenshots per Deep Dive convention; all cross-links use target=_blank.
docs/data-quality-checks/ownership/api.md REST reference with tip banner, Permissions note, owner_id field table, Create/Update/Filter sections with collapsible cURL examples, all-or-nothing bulk note, and a correctly scoped 400/401/403/404/422 error table.
docs/data-quality-checks/ownership/how-tos/change-owner.md Single-action how-to with plain H1, cross-links to sibling how-to / Deep Dive / API, two entry-point tabs (Datastore and Explore) each converging on the Check Details modal, and a trailing info admonition covering permissions and the Qualytics-owner one-way restriction.
docs/data-quality-checks/ownership/how-tos/bulk-change-owner.md Bulk how-to with plain H1, 1:1 parity between Datastore Checks and Check Template tabs (10 steps each), correct inline Bulk menu and Edit icons with color overrides, and trailing warning about replace-not-merge semantics.
docs/data-quality-checks/ownership/faq.md Q&A grouped under seven H2 topics using the H4 question convention; no tip banner; wording consistent with how-it-works and API pages.
CLAUDE.md Documents page-type layouts, H1/card icon rules, inline action icon pattern, permission table icons, em-dash and internal-term bans, asset layout, team-permission vs user-role terminology, and workflow rules.
mkdocs.yml Adds the Ownership sub-tree under Data Quality Checks with correct hierarchy.
docs/data-quality-checks/overview-of-a-check.md Adds the brick H1 icon to the Checks Overview page title per the Overview page-type convention.

Reviews (2): Last reviewed commit: "Merge branch 'main' into qua-1756-qualit..." | Re-trigger Greptile

Comment thread docs/data-quality-checks/ownership/api.md Outdated
Greptile flagged that the 400/422 rows incorrectly classified two scenarios. Verified against controlplane@develop:

- AuthUnauthorizedException maps to 403, not 422, so the Drafter-permission case belongs only in the 403 row.
- FastAPI Pydantic/JSON-parse failures map to 422, not 400, so owner_id type errors move to 422; 400 now describes business-logic conflicts (e.g., invalid status transitions).
@RafaelOsiro

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