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fix(insights): show series custom name in in-chart legend#66203

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posthog-code/fix-insight-legend-custom-names
Open

fix(insights): show series custom name in in-chart legend#66203
slshults wants to merge 5 commits into
masterfrom
posthog-code/fix-insight-legend-custom-names

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@slshults

@slshults slshults commented Jun 25, 2026

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Problem

Two regressions from the recently shipped in-chart "quill" legend for insights (behind product-analytics-quill-legend), both reported the day it went out:

  1. Custom series names ignored. Insights let users rename a series (event or action) with a custom name. The new legend rendered each series' raw event/action name instead. The left "Series" panel showed the custom name correctly, but the legend beside the chart showed the raw name.
  2. Legend default moved to the bottom. The new legend defaulted unset positions to bottom, so every existing insight's legend jumped from its long-standing right-side spot down below the chart the moment the flag turned on — across all chart types, account-wide.

Changes

Custom names. Root cause: the chart transforms set each series' label via humanizeSeriesLabel(r.label), where r.label is the raw backend name. The custom rename lives on r.action.custom_name, which that helper knows nothing about. The correct resolver — getDisplayNameFromEntityFilter from scenes/insights/utils — is already used everywhere else (the legacy side legend, the bar-aggregated category axis).

  • New shared pure helper getTrendsSeriesDisplayLabel — custom name wins, breakdown series format their value via formatBreakdownLabel, otherwise the humanized event name. The breakdown guard runs first because action (and its custom_name) is shared across a series' breakdown bands; resolving by action there would collapse every band onto one label.
  • Threaded an optional getLabel callback through the trends line, trends bar, and stickiness line/bar transforms, defaulting to the previous humanizeSeriesLabel(r.label). The MCP visualizer shares these transforms but lacks the cohort/breakdown deps, so leaving getLabel unset keeps its output byte-for-byte unchanged.
  • Wired the helper from each chart component, including the moving-average trendline label.

Default position. Flipped the unset-position default from bottom to right so legends land where users expect. Explicitly chosen positions are unaffected — the fallback only applies when no position is set, and since the feature shipped the same day almost nobody has deliberately picked one. Covers all chart types: trends line/bar + stickiness (useInsightsLegendConfig), lifecycle + funnel (buildBaseLegendConfig), and the position dropdown's displayed default (LegendOptionsFilter).

How did you test this code?

I'm an agent (PostHog Code). Automated:

  • New parameterized unit test getTrendsSeriesDisplayLabel.test.ts — covers custom-name precedence, humanized-event fallback, raw action name, formula-row (null action) fallback, and a breakdown-precedence case. The breakdown case is a genuine regression sentinel: it passes only because the breakdown guard runs before the custom-name branch (reorder them and it fails with the custom name).
  • Ran the 5 affected suites (152 tests) — all pass. TypeScript clean for all touched files. No Storybook story forces the quill-legend flag on, so the position-default change produces no visual-regression snapshot churn.

The human driver separately verified in the running app (with the feature flag enabled) that custom names now render correctly in the in-chart legend.

Automatic notifications

  • Publish to changelog?
  • Alert Sales and Marketing teams?

🤖 Agent context

Autonomy: Human-driven (agent-assisted) — Steven (@slshults) directed the work and verified the fix in the UI.

Built with PostHog Code (Claude Opus). Investigation fanned out to an exploration subagent to locate the legend-rendering path; the diff was reviewed twice by the code-reviewer agent (both approved). The /writing-tests skill was invoked to gate the new test against the value bar before adding it. Copilot flagged one type-only-import nit, which was addressed.

Key decisions: used the getLabel-callback seam (matching the existing pie-chart pattern) rather than widening the shared transform's loose TrendsResultLike.action type or importing scenes/insights/utils into the transform — keeps the dependency-heavy label logic at the component layer and leaves the MCP path provably untouched. Scope was deliberately extended from the line chart to all quill-legend chart types since they share the identical root cause. The default-position fix was added to the same PR because it's the same feature's same-day regression.


Created with PostHog Code

The configurable in-chart (quill) legend rendered each series' raw event
or action name, ignoring the user's custom rename. The series label was
built via humanizeSeriesLabel(r.label), which knows nothing about
action.custom_name.

Route the label through a shared resolver (getTrendsSeriesDisplayLabel)
that returns the custom name when set, formats breakdown values, and
falls back to the humanized event name. Threaded into the trends line,
trends bar, and stickiness line/bar transforms via an optional getLabel
callback so the MCP path (which lacks the cohort/breakdown deps) is
unchanged.

Generated-By: PostHog Code
Task-Id: 2f37eafc-015c-4936-b6b3-0601f94bd546
@slshults slshults self-assigned this Jun 25, 2026
@greptile-apps

greptile-apps Bot commented Jun 25, 2026

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Reviews (1): Last reviewed commit: "fix(insights): show series custom name i..." | Re-trigger Greptile

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Size Change: +392 kB (+0.61%)

Total Size: 64.4 MB

📦 View Changed
Filename Size Change
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ℹ️ View Unchanged
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frontend/dist-report/posthog-app/src/scenes/settings/SettingsMap 6.66 kB 0 B
frontend/dist-report/posthog-app/src/scenes/settings/SettingsScene 9.96 kB 0 B
frontend/dist-report/posthog-app/src/scenes/sites/Site 1.57 kB 0 B
frontend/dist-report/posthog-app/src/scenes/startups/StartupProgram 21.1 kB 0 B
frontend/dist-report/posthog-app/src/scenes/StripeConfirmInstall/StripeConfirmInstall 3.7 kB 0 B
frontend/dist-report/posthog-app/src/scenes/subscriptions/SubscriptionScene 17.5 kB 0 B
frontend/dist-report/posthog-app/src/scenes/subscriptions/SubscriptionsScene 7.02 kB 0 B
frontend/dist-report/posthog-app/src/scenes/surveys/forms/SurveyFormBuilder 3.02 kB 0 B
frontend/dist-report/posthog-app/src/scenes/surveys/Survey 7.48 kB 0 B
frontend/dist-report/posthog-app/src/scenes/surveys/Surveys 27.7 kB 0 B
frontend/dist-report/posthog-app/src/scenes/surveys/wizard/SurveyWizard 69.7 kB 0 B
frontend/dist-report/posthog-app/src/scenes/themes/CustomCssScene 4.91 kB 0 B
frontend/dist-report/posthog-app/src/scenes/toolbar-launch/ToolbarLaunch 3.97 kB 0 B
frontend/dist-report/posthog-app/src/scenes/Unsubscribe/Unsubscribe 1.71 kB 0 B
frontend/dist-report/posthog-app/src/scenes/web-analytics/SessionAttributionExplorer/SessionAttributionExplorerScene 12.3 kB 0 B
frontend/dist-report/posthog-app/src/scenes/web-analytics/WebAnalyticsScene 20.8 kB 0 B
frontend/dist-report/posthog-app/src/scenes/wizard/Wizard 4.45 kB 0 B
frontend/dist-report/posthog-app/src/sharedChunkAnchors 1.33 kB 0 B
frontend/dist-report/toolbar/src/toolbar/toolbar 11.3 MB 0 B

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@slshults slshults removed their assignment Jun 25, 2026
@slshults slshults added feature/insights Feature Tag: Insights overall team/product-analytics labels Jun 25, 2026
@slshults slshults requested a review from sampennington June 25, 2026 20:02
@slshults slshults marked this pull request as ready for review June 25, 2026 20:02
Copilot AI review requested due to automatic review settings June 25, 2026 20:02
@assign-reviewers-posthog assign-reviewers-posthog Bot requested a review from a team June 25, 2026 20:02

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Pull request overview

Fixes a regression in the Quill in-chart legend for insights trends/stickiness charts where renamed series (custom names) weren’t reflected in the legend, by introducing a shared label resolver and threading an optional getLabel callback through the relevant chart transforms.

Changes:

  • Added getTrendsSeriesDisplayLabel to resolve series labels with correct precedence (breakdown value first, then custom name, then humanized fallback).
  • Extended trends/stickiness transform builders to accept an optional getLabel callback and used it for main series + moving average labels.
  • Added a focused unit test suite covering the intended label precedence, including a breakdown regression sentinel.

Reviewed changes

Copilot reviewed 9 out of 9 changed files in this pull request and generated 1 comment.

Show a summary per file
File Description
products/product_analytics/frontend/insights/trends/TrendsLineChart/TrendsLineChart.tsx Injects a getLabel callback so the Quill legend uses custom/breakdown-aware series labels.
products/product_analytics/frontend/insights/trends/TrendsLineChart/trendsChartTransforms.ts Adds optional getLabel plumbing and applies it to main series labels + moving average label text.
products/product_analytics/frontend/insights/trends/TrendsBarChart/trendsBarChartTransforms.ts Adds optional getLabel plumbing for bar-series labels.
products/product_analytics/frontend/insights/trends/TrendsBarChart/TrendsBarChart.tsx Wires getTrendsSeriesDisplayLabel into bar chart series labels via getLabel.
products/product_analytics/frontend/insights/trends/shared/getTrendsSeriesDisplayLabel.ts New shared helper implementing correct display-label precedence for trends series.
products/product_analytics/frontend/insights/trends/shared/getTrendsSeriesDisplayLabel.test.ts New parameterized unit tests guarding custom-name + breakdown label precedence.
products/product_analytics/frontend/insights/stickiness/StickinessLineChart/StickinessLineChart.tsx Wires getTrendsSeriesDisplayLabel into stickiness line chart series labels via getLabel.
products/product_analytics/frontend/insights/stickiness/StickinessLineChart/stickinessChartTransforms.ts Adds optional getLabel plumbing for stickiness-series labels.
products/product_analytics/frontend/insights/stickiness/StickinessBarChart/StickinessBarChart.tsx Wires getTrendsSeriesDisplayLabel into stickiness bar chart series labels via getLabel.

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slshults added 2 commits June 25, 2026 13:09
Addresses Copilot review: FormatPropertyValueForDisplayFunction,
BreakdownFilter, and CohortType are used only in type positions.

Generated-By: PostHog Code
Task-Id: 2f37eafc-015c-4936-b6b3-0601f94bd546
The quill in-chart legend defaulted unset positions to 'bottom', moving
every existing insight's legend from its long-standing right-side spot
down below the chart the moment the flag turned on. Restore 'right' as
the default so legends land where users expect; explicitly chosen
positions are unaffected (the fallback only applies when unset).

Covers trends line/bar + stickiness (useInsightsLegendConfig), lifecycle
+ funnel (buildBaseLegendConfig), and the position dropdown's displayed
default (LegendOptionsFilter).

Generated-By: PostHog Code
Task-Id: 2f37eafc-015c-4936-b6b3-0601f94bd546
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posthog Bot commented Jun 25, 2026

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Visual changes approved by steven — baseline updated in 04e8d76.

View this run in PostHog

8 changed.

Follows the default flip from bottom to right in InsightDisplayConfig's
position select.

Generated-By: PostHog Code
Task-Id: 2f37eafc-015c-4936-b6b3-0601f94bd546
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🎭 Playwright report · View test results →

1 failed test:

  • Creating a SQL insight with a variable and overriding it on a dashboard (chromium)

These issues are not necessarily caused by your changes.
Annoyed by this comment? Help fix flakies and failures and it'll disappear!

8 updated
Run: f9c28345-e92d-41a7-b7d7-062de9bbcac4
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