[GitHub] [superset] john-bodley commented on a diff in pull request #23269: feat(native-filters): Add legacy (filter-box) to native filter migration script

["john-bodley (via GitHub)" <gi...@apache.org>]

john-bodley commented on code in PR #23269:
URL: https://github.com/apache/superset/pull/23269#discussion_r1167320890


##########
docs/docs/miscellaneous/native-filter-migration.mdx:
##########
@@ -0,0 +1,103 @@
+---
+title: Migrating from Legacy to Native Filters
+sidebar_position: 5
+version: 1
+---
+
+##
+
+The `superset native-filters` CLI command group—somewhat akin to an Alembic migration—
+comprises of a number of sub-commands which allows administrators to upgrade/downgrade
+existing dashboards which use the legacy filter-box charts—in combination with the
+filter scopes/filter mapping—to use the native filter dashboard component.
+
+Even though both legacy and native filters can coexist the overall user experience (UX)
+is substandard as the already convoluted filter space becomes overly complex. After
+enabling the `DASHBOARD_NATIVE_FILTERS` it strongly advised to run the migration ASAP to
+ensure users are not exposed to the hybrid state.
+
+### Upgrading
+
+The
+
+```
+superset native-filters upgrade
+```
+
+command—which provides the option to target either specific dashboard(s) or all
+dashboards—migrates the legacy filters to native filters.
+
+Specifically the command performs the following:
+
+- Replaces every filter-box chart within the dashboard with a markdown element which
+provides a link to the deprecated chart. This preserves the layout whilst simultaneously
+providing context to aid with owners review/verify said change.
+- Migrates the filter scopes/filter mappings to the native filter configuration.
+
+#### Quality Control
+
+Dashboard owners should:
+
+- Verify that the filter behavior is correct.
+- Consolidate any conflicting/redundant filters—this previously may not have been
+obvious given the embedded nature of the legacy filters and/or the non-optimal UX of the
+legacy filter mapping (scopes and immunity).
+- Rename the filters—which may not be uniquely named—to provide the necessary context
+which previously was likely provided by both the location of the filter-box and the
+corresponding filter-box title.
+
+Dashboard owners may:
+
+- Remove† the markdown elements from their dashboards and adjust the layout accordingly.
+
+† Note removing the markdown elements—which contain metadata relating to the replaced
+chart—prevents the dashboard from being fully restored and thus this operation should
+only be performed if it is evident that a downgrade is not necessary.
+
+### Downgrading
+
+Similarly the
+
+```
+superset native-filters downgrade
+```
+
+command reverses said migration, i.e., restores the dashboard to the previous state.
+
+
+### Cleanup
+
+The ability to downgrade/reverse the migration requires temporary storage of the
+dashboard metadata—relating to both positional composition and filter configuration.
+
+Once the upgrade has been verified it is recommended to run the
+
+```
+superset native-filters cleanup
+```
+
+command—which provides the option to target either specific dashboard(s) or all
+dashboards. Note this operation is irreversible.
+
+Specifically the command performs the following:
+
+- Removes the temporary dashboard metadata.
+- Deletes the filter-box charts†.

Review Comment:
   Previously I had logic which actually deleted all filter-box charts if the `--all` option was included (irrespective of whether they were part of a dashboard) but later changed said logic.



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