feat: Add filter templating to custom dashboard on-click

[pulpdrew]

Summary

This is the third in a series of PRs adding customizable on-click / linking behaviors to dashboard tables. This PR extends the custom dashboard table onClick behavior from #2140.

This feature is behind the NEXT_PUBLIC_IS_DASHBOARD_LINKING_ENABLED, which has been enabled in the preview environment and for local development.

Scope

In this PR:

• Links can now include templated filter values, to set filters on the target dashboard or search page.
• The dashboard page now has a warning banner when the URL contains a filter expression which is ignored because there is no corresponding filter defined on the dashboard.

Not included yet

Future PRs will add:

• Update dashboard import to support link source and dashboard ID mappings
• Updates to the external API to support the new onClick fields
• Updates to the MCP prompts to support generating dashboards with custom links
• Updates to the import flow to support importing bundles of linked dashboards at once
• Support for linking on other visualization types

Screenshots or video

Screen.Recording.2026-04-23.at.4.58.18.PM.mov

How to test locally or on Vercel

This can be tested in the preview environment

References

• Linear Issue: Closes HDX-4065
• Related PRs:

[vercel]

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Project	Deployment	Actions	Updated (UTC)
hyperdx-oss	Ready	Preview, Comment	Apr 27, 2026 4:06am

[changeset-bot]

🦋 Changeset detected

Latest commit: d806f59

The changes in this PR will be included in the next version bump.

This PR includes changesets to release 4 packages

Name	Type
@hyperdx/common-utils	Patch
@hyperdx/app	Patch
@hyperdx/api	Patch
@hyperdx/otel-collector	Patch

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[pulpdrew]

filtersToQuery and its tests have been moved to common-utils

[github-actions]

🟡 Tier 3 — Standard

Introduces new logic, modifies core functionality, or touches areas with non-trivial risk.

Why this tier:

• Cross-layer change: touches frontend (packages/app) + shared utils (packages/common-utils)

Review process: Full human review — logic, architecture, edge cases.
SLA: First-pass feedback within 1 business day.

Stats

• Production files changed: 12
• Production lines changed: 481 (+ 879 in test files, excluded from tier calculation)
• Branch: drew/dashboard-filter-linking
• Author: pulpdrew

To override this classification, remove the review/tier-3 label and apply a different review/tier-* label. Manual overrides are preserved on subsequent pushes.

[github-actions]

PR Review

• ⚠️ OnClickFilterTemplateSchema sets template: z.string().min(1) but handleTargetChange auto-populates rows with template: '' and FilterTemplateList.append also initializes with template: ''. Zod will block form submission, but validation errors may not surface per-field until the user tries to submit — consider triggering validation on the auto-populated rows or using z.string() (allow empty) and validating only on submit with a custom check.

• ⚠️ handleTargetChange only auto-populates filter rows from the target dashboard when allTemplatesEmpty. If the user fills one template and then changes the target dashboard, no auto-population occurs — they're left with stale expression names from the previous target but no indication to update them. This could silently misconfigure filters with mismatched expressions. Consider clearing/repopulating whenever the target changes (with a confirmation prompt if templates are non-empty), or at minimum document this behavior in the UI.

• ✅ filtersToQuery correctly escapes single quotes in filter values. Column expression values are trusted (dashboard-author-set), which is consistent with the existing WHERE template trust model — not a new concern.

• ✅ ignoredFilterExpressions banner latch (intentional eslint-disable on the useEffect dep array) is well-documented and correctly prevents flash during dashboard navigation.

• ✅ Clean refactor of FilterState/filtersToQuery to common-utils with full test migration. Unit + E2E coverage is solid.

[github-actions]

E2E Test Results

✅ All tests passed • 162 passed • 3 skipped • 1283s

Status	Count
✅ Passed	162
❌ Failed	0
⚠️ Flaky	4
⏭️ Skipped	3

Tests ran across 4 shards in parallel.

View full report →