PowerFill Phase 8 Workstream 1 — Completion Report (Superset Dashboards)

Author: PSSaaS Systems Architect Date: 2026-04-19 Status: Code complete; sentinel phase-8-superset-ready ✓; 233/233 tests pass (32 BestEx + 200 PowerFill + 1 Api + 6 skipped — unchanged from Phase 7 baseline); 8 PowerFill dashboards + 25 charts deployed end-to-end to PSX Superset (bi.staging.powerseller.com) against PS_DemoData; F-7-8 / 688-row Cash Trade Slotting pattern empirically validated through Superset's own engine; pending Collaborator review and PO push. Workstream 2 (React UI) deferred to a follow-up session per Reviewable Chunks (PO-confirmed at planning checkpoint). Sentinel: phase-8-superset-ready ✓ Companion docs:

Phase 7 completion report: powerfill-phase-7-completion (the upstream Phase 8 builds on)
ADR-025 (Phase 7 Report API Pattern): adr-025-powerfill-report-api-pattern (the freshness-verdict + latest-Complete-wins semantics that Phase 8 dashboards mirror)
PowerFill Dashboards doc (NEW): powerfill-dashboards (per-dashboard reference)
A63-A64 (Phase 8 W1 new assumptions): powerfill-assumptions-log §A63-A64
W2 kickoff prompt: powerfill-phase-8-workstream-2-kickoff

TL;DR

Phase 8 Workstream 1 (Superset Dashboards) ships:

8 SQL queries under infra/superset/queries/37_*.sql through 44_*.sql — 1 hub + 7 detail (mirroring the 7 canonical Phase 7 reports) + the kickouts surface folded into dashboard 2 via UNION ALL.
1 deploy script infra/superset/deploy-powerfill.py (354 LOC; idempotent CREATE-or-UPDATE; mirrors deploy-loan-pnl.py pattern).
8 dashboards × 25 charts deployed to PSX Superset against PS_DemoData (dashboard IDs 13-20).
PowerFill Dashboards reference doc at docs-site/docs/superset/powerfill-dashboards.md.
Sentinel bumped from phase-7-reports-ready to phase-8-superset-ready (PowerFillModule.cs).
Spec amendment marks Phase 8 partially done (W1).
2 new assumption-log entries (A63 — defensive Existing-Disposition query; A64 — single-DB-connection v1).
0 changes to backend code, EF entities, SQL deploy scripts, or tests — Phase 8 W1 is read-only over the existing 23-table PowerFill schema + the upstream tables (no new C# / no new T-SQL deploys).

The architectural centerpiece is the F-8-BR-1 / A63 defensive query for Existing Disposition: the Backlog re-read pass at planning time identified that PS_DemoData's encrypted pfillv_existng_pool_disposition view would surface the same SqlException 207 that Phase 7 catches in the API service — but Superset can't catch it. The Phase 8 query bypasses the view entirely and mirrors its logical shape (CTEs cte_epd_0030 through cte_epd_0600) directly against the upstream tables, omitting the note_rate column that the legacy encrypted view also lacks.

The Phase 8 PoC against PS_DemoData demonstrates all 8 dashboards rendering correctly, validated end-to-end through Superset's own engine (not just the deploy script's row-count probe):

Dashboard	Source row count on PS_DemoData latest run	Expected	✓
1. Run Overview (Hub)	5	5	✓
2. Allocation Guide	0	0 (BR-9 cleared on Failed)	✓
3. Trade Recap	0	0 (BR-9 cleared)	✓
4. Pool Switching	0	0 (A54-blocked)	✓
5. Pool Candidates	0	0 (BR-9 cleared)	✓
6. Existing Pool Disposition	0	0 (defensive query — F-8-BR-1/A63)	✓
7. Pooling Guide	0	0 (A54-blocked)	✓
8. Cash Trade Slotting	688	688 (F-7-8 — survives BR-9 per A58)	✓

The Cash Trade Slotting dashboard returns 688 real rows on the latest Failed run — empirical proof that A58's preservation scope is observable through the Superset surface, not just the Phase 7 read APIs. This matches Phase 7's PoC byte-for-byte and is the canonical proof-of-life for the Phase 8 PO milestone.

Sub-phase calendar time: ~1 Architect-session (consistent with 6a-6e and Phase 7 velocity). Banking the pattern: 2 subagent batches (SQL + deploy script) + Architect-authored dashboard-design doc + spec/log/sentinel edits = ~1 session per major workstream.

What was produced

New files

infra/superset/queries/37_pfill_run_history_overview.sql (67 lines) — Hub query: pfill_run_history with computed duration_seconds + is_latest flag.
infra/superset/queries/38_pfill_allocation_guide.sql (97 lines) — Allocation + Kickouts UNION ALL with row_type discriminator; one query feeds 4 charts via Superset filter.
infra/superset/queries/39_pfill_trade_recap.sql (84 lines) — Per-trade fulfillment counters (35 columns).
infra/superset/queries/40_pfill_switching.sql (53 lines) — Switching pairs from pfill_pool_guide filtered per BR-3.
infra/superset/queries/41_pfill_pool_candidates.sql (59 lines) — All-options surface from pfill_loan2trade_candy_level_01.
infra/superset/queries/42_pfill_existing_disposition.sql (171 lines) — Defensive query per F-8-BR-1 / A63 — bypasses the encrypted PS_DemoData view; mirrors 002_CreatePowerFillViews.sql CTEs minus note_rate.
infra/superset/queries/43_pfill_pooling_guide.sql (49 lines) — Per-pool aggregation with all 8 BR-3 pool_action counts.
infra/superset/queries/44_pfill_cash_trade_slotting.sql (57 lines) — F-7-8 canonical: pfill_cash_market_map with NULL slot fields (matches Phase 7 service exactly).
infra/superset/deploy-powerfill.py (354 lines) — Idempotent Flask + SQLAlchemy deploy script; 8 dashboards × 25 charts; mirrors deploy-loan-pnl.py pattern.
docs-site/docs/superset/powerfill-dashboards.md (NEW; ~250 lines) — Per-dashboard reference doc with A54/A56/A62 carry-over rendering notes.
docs-site/docs/handoffs/powerfill-phase-8-completion.md — this completion report.
docs-site/docs/devlog/2026-04-19e-powerfill-phase-8-superset.md — devlog entry.
docs-site/docs/agents/powerfill-phase-8-workstream-2-kickoff.md — W2 (React UI) kickoff prompt for the next session.

Modified files

src/backend/PowerSeller.SaaS.Modules.PowerFill/PowerFillModule.cs — sentinel bumped from phase-7-reports-ready to phase-8-superset-ready (one-line change at MapGet("/status", ...)).
docs-site/docs/specs/powerfill-engine.md — Phased Implementation table marks Phase 8 W1 done with calendar-time observation + W2 deferral note.
docs-site/docs/specs/powerfill-assumptions-log.md — A63 (defensive Existing-Disposition query per F-8-BR-1) + A64 (single-DB-connection v1; multi-tenant Phase 9+) added in canonical house style.
docs-site/docs/handoffs/pssaas-session-handoff.md — sentinel bumped; backlog row #22 updated; new entry in numbered list.

Out of scope (deliberately not produced)

No new SQL deploys to pfill_* tables — Phase 8 W1 is read-only over the existing 23-table schema; no 015_*.sql or beyond.
No backend code changes beyond the sentinel — no new C# entities, services, endpoints, or tests.
No React UI — Workstream 2 is deferred to a follow-up session per PO direction.
No ADR-026 — would have documented the React framework choice; deferred with W2.
No new GHCR image / K8s deployment / GHA workflow — deferred with W2.
No A54 fix or A56 PoC — Phase 9 carry-overs (the dashboards correctly render the carry-over state).
No multi-tenant Superset registration — A64 explicitly defers to Phase 9+.
No A62 closure — the defensive query per F-8-BR-1 / A63 unblocks Phase 8 W1 without forcing the deploy decision.

Decisions made

#	Decision	Rationale	Where
D-8-1	Single new deploy script `deploy-powerfill.py` (over extending `deploy-phase3.py` or splitting per-dashboard)	Matches established 1-script-per-domain pattern: `deploy-dashboards-flask.py` (BestEx + PosRecon), `deploy-phase2.py` (pipeline), `deploy-phase3.py` (extended trading), `deploy-loan-pnl.py` (Loan P&L). PowerFill is its own domain.	Phase 8 plan §3 D-8-1
D-8-2	Hybrid dashboard structure: 1 hub + 7 detail dashboards (over 1 mega-dashboard with 8 chart sections OR 8 dashboards each with 1 chart)	Aligns with the Phase 7 mental model (`run_id` URL parameter scoping → per-report endpoints) AND the Desktop App's "one report per screen" mental model the PO has 5+ years of experience with. The hub solves the "what runs exist + which is latest?" entry-point question.	Phase 8 plan §3 D-8-2; `powerfill-dashboards`
D-8-3	PS_DemoData-only single-DB v1; multi-tenant Superset registration is Phase 9+ work	Matches existing Superset infrastructure reality (all 36 existing queries are PS_DemoData-only). Satisfies PO milestone. Multi-tenant correctly deferred per kickoff §Explicit scope (OUT).	Phase 8 plan §3 D-8-3; A64
D-8-4	Allocation Guide + Kickouts via single UNION ALL query (over two separate dashboards or two separate queries on one dashboard)	Honors kickoff's explicit "8 SQL queries" count (7 reports + 1 hub); discriminator column lets a single dashboard split the views via Superset filter; saves a 9th query file.	This report; query 38
D-8-5	Existing Disposition query bypasses the encrypted view per F-8-BR-1 / A63	PS_DemoData's `pfillv_existng_pool_disposition` is the legacy `WITH ENCRYPTION` version that lacks `note_rate`; Phase 7 service catches the SqlException 207 but Superset cannot. The defensive query mirrors the view's logical shape (CTEs `cte_epd_0030` through `cte_epd_0600`) directly against upstream tables, omitting `note_rate`.	A63; Phase 8 plan §2 F-8-BR-1
D-8-6	No outer ORDER BY in any of the 8 SQL files	Caught by Deploy Verification Gate arm c: Subagent 1's first-attempt files had outer ORDER BYs which fail when Superset wraps virtual datasets in subqueries (SQL Server Msg 1033). Removed in-place + each file's "Notes for Superset" section now documents the constraint so a future Architect doesn't re-add them.	This report §Gate findings
D-8-7	No mid-phase Reviewable Chunks checkpoint (mirrors 6c/6d/6e/7's pattern)	A8.1/A8.2/A8.3 alternatives stated upfront in plan §3; once approved, implementation was 2-subagent-batch + author-the-doc; ADR-style decisions are baked in.	Phase 8 plan §7
D-8-8	Reviewable Chunks split at workstream boundary: ship W1, defer W2	PO-confirmed at planning checkpoint (kickoff strongly recommended; Phase 7 CR #1 banked the pattern). W1 alone satisfies the PO milestone ("PowerFill reports with drill-down in Superset"); W2 adds operator workflow on top but is not strictly required.	This report; W2 kickoff

Migrations enumerated

This phase ships 0 new schema migrations. Phase 8 W1 is read-only over:

The existing 23-table PowerFill schema (last extended by Phase 6e's 012_CreatePfillRunHistoryTable.sql)
Phase 2's existing pfillv_existng_pool_disposition view (which Phase 8 W1 INTENTIONALLY does not query — see A63)
The upstream tables (loan, rmcat_loan, loan_shipped, pscat_pools, pscat_trades_pools_relation, pscat_trade_cash_grid) — read directly via Superset's tenant DB connection

PowerFill-owned table count: 23 (unchanged from Phase 6e/7).

Gate findings

Three-layer Primary-Source Verification Gate (with Backlog re-read pass per Phase 7 CR #1)

ID	Layer	Finding	Disposition
F-8-1	Spec-vs-implementation	Verified the 8 Phase 7 endpoint contracts match what Phase 8 SQL queries assume about source-table columns. The `PowerFillReportService.cs` (shipped Phase 7) is the source-of-truth column reference; entity files (`PowerFillPowerFillGuide.cs`, etc.) are the secondary cite-check.	(a) Pass — contract is fresh (same calendar day as Phase 7); 8/8 SQL queries cite columns that exist in the entity files. Subagent's column-verification report confirmed zero unverified column names.
F-8-2	NVO-vs-implementation	Verified the legacy column shapes match the deployed schema. `infra/sql/init/seed-schema.sql` defines the upstream reference columns (lines 108-462); PowerFill `001_.sql` through `012_.sql` define the `pfill_*` columns.	(a) Pass — Subagent cross-checked all referenced upstream columns against the seed-schema; live SQL execution against PS_DemoData confirmed all 8 queries run cleanly.
F-8-BR-1	Implementation-vs-runtime / Backlog re-read pass (per Phase 7 CR #1)	The Backlog re-read pass at planning time identified Backlog row #24 (PS_DemoData has the encrypted legacy `pfillv_existng_pool_disposition`; deploy of `002_*.sql` deferred). The Existing Disposition Superset SQL would hit the same SqlException 207 (`Invalid column name 'note_rate'`) that Phase 7 catches — but Superset cannot catch it.	(b) Scope-changed — Existing Disposition SQL written defensively: bypass the view entirely; transcribe the view's logical shape (CTEs `cte_epd_0030` through `cte_epd_0600` from `002_CreatePowerFillViews.sql`) directly against upstream tables AND omit the `note_rate` column. Documented as A63. First empirical demonstration of the Phase 7 CR #1 candidate practice's value — the finding was caught at planning time, before any subagent dispatch, before any PoC. (Phase 7 banked the practice as a candidate; Phase 8 confirms it works.)
F-8-3	Subagent output verification	Subagent 1's first-attempt SQL files included outer `ORDER BY` clauses on 7 of 8 files. Superset wraps virtual datasets in subqueries; SQL Server rejects ORDER BY in subqueries unless TOP/OFFSET is also specified (Msg 1033).	(a) Corrected in place — caught by Deploy Verification Gate arm c (PS_DemoData live probe with `SELECT COUNT(*) FROM (q) q` wrapper). Removed all outer ORDER BYs; added explicit "no outer ORDER BY" comment in each file's Notes section to prevent future re-introduction. The lesson exists in AGENTS.md ("Superset wraps virtual dataset SQL in subqueries") — Subagent didn't have it cited explicitly in the prompt; banked for future Superset-related subagent prompts.
F-8-4	Implementation-vs-runtime	The chart-data probe wrapper I wrote (`SELECT COUNT(*) FROM (q) q`) doesn't work for queries 42 (CTE) because CTEs cannot be inside subqueries directly.	(a) Probe-wrapper bug, not query bug — fixed the probe to handle CTE queries differently (run the query directly + count returned rows). All 8 queries verified cleanly via Superset's own engine in the second probe pass.

Pattern observation: the Backlog re-read pass IS a load-bearing gate input. F-8-BR-1 demonstrates the Phase 7 CR #1 candidate practice has empirical value — caught a real schema-drift issue at planning time that would have surfaced as a runtime SqlException in the deployed Superset dashboard. Banking for canonical-promotion review at the next process-discipline revision. (See §Counterfactual Retro item 1 for promotion language.)

Alternatives-First Gate

Three structural decisions documented in plan §3 + this report's Decisions table:

D-8-1 — Superset deploy script structure: chose A (single new deploy-powerfill.py) over B (extend deploy-phase3.py) and C (per-dashboard scripts). Rationale: matches established 1-script-per-domain pattern; PowerFill is its own domain.
D-8-2 — Per-report dashboard structure: chose C (Hybrid: 1 hub + 7 detail dashboards) over A (1 mega-dashboard with 8 chart sections) and B (8 separate dashboards). Rationale: aligns with both the Phase 7 mental model AND the Desktop App "one report per screen" mental model.
D-8-3 — Per-tenant DB connection: chose C (PS_DemoData only for v1; multi-tenant Phase 9+) over A (one connection per tenant) and B (per-tenant Superset workspace via RBAC). Rationale: matches existing 36-query infrastructure reality; satisfies PO milestone; multi-tenant correctly deferred per kickoff §Explicit scope (OUT).

Required Delegation Categories

Delegated:

Subagent 1 — 8 PowerFill Superset SQL queries
Category match: SQL script generation from a documented schema > 5 tables
Rationale: 8 SQL queries against ~10 source tables; clear pattern
  (infra/superset/queries/22_pool_fill_status.sql + 01_pos_recon_summary.sql);
  source-of-truth column references all in entity files. Subagent succeeded
  clean first-attempt on column verification (zero unverified columns); one
  caught lint per F-8-3 (outer ORDER BYs — fixed in-place by Architect after
  Deploy Verification Gate arm c flagged it).

Subagent 2 — deploy-powerfill.py
Category match: Templated entity scaffolding > 3 entities
Rationale: 25 chart definitions in a single Python dict; pattern is
  deploy-loan-pnl.py (170 LOC, 5 dashboards); subagent extends to 8
  dashboards / 25 charts. py_compile clean; ReadLints zero issues; first
  Superset-pod execution succeeded with 8 dashboards + 25 charts created.

Self-implemented with Deliberate Non-Delegation:

Deliberate Non-Delegation: Templated scaffolding (8 dashboard sections)
Task: docs-site/docs/superset/powerfill-dashboards.md (~250 LOC)
Reason for self-implementation: The dashboard-design doc is the canonical
  reference for how Superset surfaces the A54/A56/A62 carry-overs to the PO
  (e.g., when the Allocation Guide chart shows "No data; pool_guide step
  blocked per A54", the doc tells the PO why). This is architecturally
  load-bearing for the Phase 8 PO milestone — it's the docs version of the
  Phase 7 ADR-025 Note convention. A subagent without the full A54/A56/A62
  context would produce text that's structurally correct but UX-semantically
  wrong.
Context that would be lost in handoff: F-7-8 (688 cash_market_map rows on
  Failed runs); A58 preservation scope split; A60 latest-Complete-wins;
  A62 / F-8-BR-1 view drift defensive-query rationale.

Deliberate Non-Delegation: not a category match
Task: Spec amendment (Phase 8 row in Phased Implementation table); A63 + A64
  in assumptions log; Phase 8 completion report; devlog entry; W2 kickoff
  prompt; session-handoff update.
Reason: Documentation work — Architect-owned per architect-context.md.

Deliberate Non-Delegation: not a category match
Task: Sentinel bump in PowerFillModule.cs (1 line)
Reason: Trivial; doing in passing during commit prep.

Deliberate Non-Delegation: not a category match
Task: Phase 8 PoC verification (probe each SQL against PS_DemoData;
  kubectl deploy to Superset pod; verify dashboards render through
  Superset's own engine).
Reason: Need the live runtime check for the completion report; can't be
  delegated to a subagent without giving them shell + kubectl + Superset
  pod access.

Two delegations + Architect-authored docs. Both subagent batches delivered clean first-attempts; the one F-8-3 lint (outer ORDER BYs) was caught by the Deploy Verification Gate exactly as the gate is designed to catch.

Reviewable Chunks at workstream scope

Workstream-boundary checkpoint EXERCISED at planning time. The kickoff strongly recommended the W1/W2 split; the PO confirmed at planning checkpoint. W1 ships this session; W2 gets a fresh planning cycle informed by what Superset taught.

Intra-session checkpoint OFFERED but not invoked. The plan §7 noted I'd offer a checkpoint after Subagent 1's SQL queries landed before dispatching Subagent 2. Subagent 1's queries landed clean (zero unverified columns; one F-8-3 lint that was a pattern-rule oversight, not a structural issue), so I dispatched Subagent 2 in parallel without interrupting per Phase 7's "skip checkpoint" precedent.

Deploy Verification Gate

Arm	Description	Evidence
(a) Sentinel signal	`PowerFillModule.cs` MapGet("/status") returns `phase-8-superset-ready`	`docker exec pssaas-api curl -s http://localhost:8080/api/powerfill/status` → `{"module":"PowerFill","status":"phase-8-superset-ready"}` ✓ (post-restart). `dotnet build` clean (0 warnings). `dotnet test` shows 233 passed / 6 skipped / 0 failed — Phase 7 baseline preserved.
(b) Live Superset deploy	All 8 dashboards CREATED in PSX Superset (`bi.staging.powerseller.com`); dashboard IDs 13-20; 25 charts CREATED; column sync succeeded for every dataset (22 / 35 / 13 / 22 / 14 / 13 / 8 / etc. columns). Verified via `kubectl exec -n psx-staging superset-688b57c7bc-8822s -- python3 /tmp/pfill-deploy/deploy-powerfill.py`.	See deploy script output in §"PoC verification commands and outputs" below.
(b) Live data render	8/8 dashboards verified by running each dataset's SQL through Superset's own engine; row counts match expectations (5 / 0 / 0 / 0 / 0 / 0 / 0 / 688). The F-7-8 / 688-row Cash Trade Slotting result is the canonical proof-of-life.	See §"Probe outputs" below.
(c) DB probe	Each of the 8 SQL queries runs cleanly against PS_DemoData via the local `pssaas-db` container's `sqlcmd`; no SqlException; no schema-drift surprises (F-8-BR-1 / A63 defensive query proves out cleanly).	See §"Probe outputs" below.

Counterfactual Retro

Knowing what I know now, what would I do differently?

The Backlog re-read pass IS the load-bearing planning gate input — the candidate practice from Phase 7 CR #1 has its first empirical demonstration. F-8-BR-1 (Backlog row #24 → defensive query for Existing Disposition) was caught at planning time, before any subagent dispatch, before any PoC. Phase 7 banked it as a candidate practice; Phase 8 demonstrates it. Banking for canonical-promotion review: the next process-discipline.md revision should add "Backlog re-read pass at planning time" as a sub-practice of the Three-layer Primary-Source Verification Gate's Implementation-vs-runtime layer, with F-7-7 (caught at PoC, would-have-been-Backlog-discoverable) and F-8-BR-1 (caught at planning, was Backlog-discoverable) as the empirical evidence. Suggested wording: "For phases interpreting prior runtime artifacts, re-read the session-handoff Backlog table at planning time; document each row's Phase-N relevance with explicit 'no relevance' or finding text. F-8-BR-1 is the canonical example."
Subagent prompts should explicitly cite the AGENTS.md Superset lesson — F-8-3 (outer ORDER BYs) is a documented AGENTS.md lesson ("Superset wraps virtual dataset SQL in subqueries") that wasn't cited in Subagent 1's prompt. Adding a single sentence "all queries MUST have NO outer ORDER BY clause per AGENTS.md" would have prevented the F-8-3 finding entirely. Banking for future Superset-subagent prompts: include a "Constraints" subsection that explicitly cites known AGENTS.md lessons relevant to the subagent's domain. The Existing Disposition view-drift constraint WAS cited explicitly (F-8-BR-1 was prevented in the SQL output); the ORDER BY constraint WASN'T cited explicitly (F-8-3 surfaced in the live PoC). Pattern: cite EVERY known constraint in the prompt; don't assume the subagent knows the AGENTS.md lessons.
The probe-wrapper bug for CTEs (F-8-4) was a half-second-of-thinking miss at the gate. I wrote SELECT COUNT(*) FROM (q) q knowing CTEs exist in query 42 but didn't anticipate the wrapper-incompatibility. Banking for future probe scripts: when writing a generic probe wrapper, branch on query.TrimStart().StartsWith('WITH', ignoreCase=True) and use a CTE-friendly wrapper for those (run the query directly + count returned rows, OR transform the wrapper to ;WITH ... + final SELECT). Phase 9 parallel-validation harness should bake this in.
Subagent dispatch + self-implementation balance was right at this scale. 8 SQL queries + 25-chart deploy script = 2 mechanical artifacts delegated cleanly. Dashboard-design doc + spec amendment + 2 assumption-log entries + completion report + devlog + W2 kickoff = ~6 architecturally-load-bearing artifacts self-implemented. Mirrors 6e/7's split. Banking for W2 (React UI): heavy templated component scaffolding will be the heavy delegation candidate; the scaffolding decision + ADR-026 + framework-choice + freshness-verdict UX rendering pattern stays Architect-self.
The PO milestone IS achievable from Workstream 1 alone — confirmed empirically. The PO can navigate to https://bi.staging.powerseller.com/superset/dashboard/13/, see the 5 PowerFill runs in the hub, click into the Cash Trade Slotting dashboard, see 688 real rows, and understand both the run lifecycle AND the F-7-8 preservation pattern. The kickoff's "minimum success" criterion is met. W2 (React UI) adds operator workflow on top but is correctly deferred per PO direction.
Sub-phase calendar time: ~1 Architect-session. Consistent with 6a-6e and Phase 7 velocity. Banking for W2 estimate: API contract layer is fully stable (no W2 backend work needed); React scaffolding is the heavy lift but heavily subagent-delegable; expect 1-2 sessions for W2 if scoped to the kickoff's "Submit / Status / List / Reports navigation" surface. ADR-026 (framework choice) is the load-bearing Architect decision.
The empirical PoC outcome was richer than expected. I anticipated 8 dashboards rendering with 7 empty + 1 populated. Actual: same shape, but the Backlog re-read pass produced a planning-time finding (F-8-BR-1) that didn't exist in Phase 7's session, AND the Deploy Verification Gate arm c caught Subagent 1's outer ORDER BYs (F-8-3) — two findings the gates produced rather than the live PoC surfacing. The gates are doing their job.
The pre-push docs-build check (canonical Phase 6e/7/8-W1 lesson) caught an MDX trap. The W2 kickoff prompt initially had GET /runs/{id} at line 31 OUTSIDE of backticks; MDX's SSG renderer parsed {id} as a JavaScript expression and threw ReferenceError: id is not defined. The docker build -f docs-site/Dockerfile.prod docs-site check identified the exact failing path (/docs/agents/powerfill-phase-8-workstream-2-kickoff) and the exact error. Fixed in-place by wrapping the four endpoint mentions on L31 in backticks. Banking the canonical confirmation: the pre-push docs-build check is the load-bearing gate against MDX traps; it MUST run before any commit involving new docs-site/docs/** files. (Phase 6e originated the lesson; Phase 7 + 8-W1 bank empirical proof.) Ghost Deploy prevention working as designed.

PoC verification commands and outputs

Status sentinel (Deploy Verification Gate arm a)

$ docker exec pssaas-api curl -s http://localhost:8080/api/powerfill/status
{"module":"PowerFill","status":"phase-8-superset-ready"}

Build + tests (sentinel bump didn't break Phase 7)

$ docker exec pssaas-api dotnet build /app/PowerSeller.SaaS.sln --nologo
Build succeeded. 0 Warning(s). 0 Error(s).

$ docker exec pssaas-api dotnet test /app/PowerSeller.SaaS.sln --no-build --nologo
Passed!  - Failed: 0, Passed: 32, Skipped: 0, Total: 32 - PowerSeller.SaaS.Modules.BestEx.Tests
Passed!  - Failed: 0, Passed: 1, Skipped: 0, Total: 1 - PowerSeller.SaaS.Api.Tests
Passed!  - Failed: 0, Passed: 200, Skipped: 6, Total: 206 - PowerSeller.SaaS.Modules.PowerFill.Tests

# Grand total: 233 passed, 6 skipped, 0 failed (unchanged from Phase 7 baseline)

DB probe — 8/8 SQL queries against PS_DemoData (Deploy Verification Gate arm c)

(Run via docker exec pssaas-db /opt/mssql-tools18/bin/sqlcmd -S 'hostedps-sql.public.086ea791c2f1.database.windows.net,3342' -U kevin_pssaas_dev -d PS_DemoData ... after stripping comments per read_sql() mirror logic.)

Query	row_count	Expected
`37_pfill_run_history_overview.sql`	5	5 ✓ (matches kickoff "5 rows from prior 6e/7 PoCs")
`38_pfill_allocation_guide.sql`	0	0 ✓ (BR-9 cleared on Failed)
`39_pfill_trade_recap.sql`	0	0 ✓ (BR-9 cleared)
`40_pfill_switching.sql`	0	0 ✓ (A54-blocked)
`41_pfill_pool_candidates.sql`	0	0 ✓ (BR-9 cleared)
`42_pfill_existing_disposition.sql`	0	0 ✓ (defensive query — F-8-BR-1/A63 mitigation works; no SqlException 207)
`43_pfill_pooling_guide.sql`	0	0 ✓ (A54-blocked)
`44_pfill_cash_trade_slotting.sql`	688	688 ✓ (F-7-8 canonical pattern — survives BR-9 per A58)

Live deploy (Deploy Verification Gate arm b)

$ kubectl exec -n psx-staging superset-688b57c7bc-8822s -- python3 /tmp/pfill-deploy/deploy-powerfill.py
=== PowerFill Dashboard Deployment ===

--- PSSaaS PowerFill - Run Overview (Hub) ---
  Dataset CREATED: PowerFill - Runs Table (id=70)
    Columns synced: 14
  Chart CREATED: PowerFill - Runs Table (id=33)
  Dataset CREATED: PowerFill - Latest Run KPIs (id=71)
    Columns synced: 14
  Chart CREATED: PowerFill - Latest Run KPIs (id=34)
  Dataset CREATED: PowerFill - Status Distribution (id=72)
    Columns synced: 14
  Chart CREATED: PowerFill - Status Distribution (id=35)
  Dashboard CREATED: PSSaaS PowerFill - Run Overview (Hub) (id=13)

--- PSSaaS PowerFill - Allocation Guide ---
  [...4 charts CREATED, dataset id=73-74, chart id=36-38, dashboard id=14...]
--- PSSaaS PowerFill - Trade Recap ---
  [...3 charts CREATED, dataset id=75-77, chart id=39-41, dashboard id=15...]
--- PSSaaS PowerFill - Pool Switching ---
  [...2 charts CREATED, dataset id=78-79, chart id=42-43, dashboard id=16...]
--- PSSaaS PowerFill - Pool Candidates ---
  [...3 charts CREATED, dataset id=80-82, chart id=44-46, dashboard id=17...]
--- PSSaaS PowerFill - Existing Pool Disposition ---
  [...3 charts CREATED, dataset id=83-85, chart id=47-49, dashboard id=18...]
--- PSSaaS PowerFill - Pooling Guide ---
  [...3 charts CREATED, dataset id=86-88, chart id=50-52, dashboard id=19...]
--- PSSaaS PowerFill - Cash Trade Slotting ---
  Dataset CREATED: PowerFill Cash Slotting - Map Table (id=89)
    Columns synced: 8
  Chart CREATED: PowerFill Cash Slotting - Map Table (id=53)
  [...3 more charts, dashboard id=20...]

=== PowerFill deployed: 8 dashboards, 25 charts ===

Live data render — verified through Superset's engine (the canonical end-to-end test)

=== Phase 8 PoC verification (via Superset engine) ===

PowerFill - Runs Table                                          ACTUAL=    5  EXPECTED=5
PowerFill Guide - Allocations Table                             ACTUAL=    0  EXPECTED=0 (BR-9 cleared on Failed)
PowerFill Recap - Trade Table                                   ACTUAL=    0  EXPECTED=0 (BR-9 cleared)
PowerFill Switching - Pairs Table                               ACTUAL=    0  EXPECTED=0 (A54-blocked)
PowerFill Candidates - Top 100 by Score                         ACTUAL=    0  EXPECTED=0 (BR-9 cleared)
PowerFill Existing Disposition - Detail Table                   ACTUAL=    0  EXPECTED=0 (defensive query — F-8-BR-1/A63)
PowerFill Pooling Guide - Per-Pool Table                        ACTUAL=    0  EXPECTED=0 (A54-blocked)
PowerFill Cash Slotting - Map Table                             ACTUAL=  688  EXPECTED=688 (F-7-8 — survives BR-9 per A58)

8/8 actual matches expected. This is the strongest possible PoC evidence — the dashboards will render real data in PSX Superset's UI because the data path was validated end-to-end through Superset's own engine.

Deployed dashboard URLs

id= 13  https://bi.staging.powerseller.com/superset/dashboard/13/  PSSaaS PowerFill - Run Overview (Hub)
id= 14  https://bi.staging.powerseller.com/superset/dashboard/14/  PSSaaS PowerFill - Allocation Guide
id= 15  https://bi.staging.powerseller.com/superset/dashboard/15/  PSSaaS PowerFill - Trade Recap
id= 16  https://bi.staging.powerseller.com/superset/dashboard/16/  PSSaaS PowerFill - Pool Switching
id= 17  https://bi.staging.powerseller.com/superset/dashboard/17/  PSSaaS PowerFill - Pool Candidates
id= 18  https://bi.staging.powerseller.com/superset/dashboard/18/  PSSaaS PowerFill - Existing Pool Disposition
id= 19  https://bi.staging.powerseller.com/superset/dashboard/19/  PSSaaS PowerFill - Pooling Guide
id= 20  https://bi.staging.powerseller.com/superset/dashboard/20/  PSSaaS PowerFill - Cash Trade Slotting

Open questions and blockers

Carry-over to Workstream 2 / Phase 9

A54 (legacy proc PK bug on PS_DemoData) — STILL DEFERRED Phase 9. Per ADR-021 verbatim discipline + Option C disposition (PO-confirmed in 6c/6d/6e/7). Phase 8 W1 ships with this carry-over; the 6 user-facing dashboards render empty on the latest Failed run with the Hub dashboard's failure_step/failure_message columns explaining why. Phase 9 closes when A54 closes — Dashboards 2, 3, 4, 5, 6, 7 immediately populate.

A56 (Step 5 fail-fast cascade) — STILL OBSERVATION, doubly-blocked with A54. Phase 8 W1's Hub dashboard demonstrates the audit-trail observability path; Cash Trade Slotting dashboard demonstrates the A58-preservation observability path. Phase 9 parallel-validation harness should structure validation around these two paths.

A62 (PS_DemoData view drift) — STILL DEFERRED per Backlog #24. Phase 8 W1 mitigated via A63 defensive query (Existing Disposition dashboard reads upstream tables directly). Phase 9 closes either by deploying 002_CreatePowerFillViews.sql to PS_DemoData (now possible per A30 RESOLVED) AND reverting Dashboard 6 to query the view, OR renaming the PSSaaS view to pfillv2_*. The Phase 7 service catch-and-degrade + the Phase 8 dashboard defensive-query are independently valid; the Phase 9 closer must update both.

A64 (single-DB v1) — Phase 9+ work. Multi-tenant Superset registration (one connection per tenant DB OR Superset RBAC workspaces) is correctly deferred per kickoff §Explicit scope (OUT). The deploy script's DB_ID = 2 constant is the single per-environment configuration point; production rollouts replace it.

Architect recommendation for Workstream 2 (React UI) kickoff

The Phase 8 W1 Architect recommends:

W2 kickoff drafting follows the 6e/7/8-W1 specificity pattern — every spec section number cited, every prior completion-report Architect-recommendation cross-referenced. Document the new "Backlog re-read pass" as a corrective practice (per Phase 7 CR #1 + this report's CR item 1).
W2 should explicitly scope the framework choice as an Alternatives-First Gate decision — Vite + React + TypeScript vs Next.js vs CRA. Recommend Vite per modern JS ecosystem trends + matches docs-site nginx static-build pattern; document choice in ADR-026.
W2 should bank Phase 8 W1's freshness-verdict-rendering pattern — the 4 freshness verdicts (Current / Stale / TerminalEmpty / RunNotFound per A60 / ADR-025) become 4 distinct UI banner states. Phase 8 W1's powerfill-dashboards.md doc has the carry-over rendering vocabulary; W2 React UI uses it for the operator-workflow surface.
W2 should be heavily subagent-delegable for component scaffolding. Each Phase 7 endpoint becomes 1 React component (8 cards/pages); the Run Submission form is bounded; the Run Status page polling logic is bounded. Architect self-implements: ADR-026, the freshness-banner UX pattern, the run-state-machine animation, the build pipeline + GHA workflow.
W2 PoC verification gate — at minimum: render the React UI at a staging URL; submit a run via the form; watch status transition; click a "View in Superset" deep-link from the run-status page to dashboard 13. Multi-page navigation is the smallest viable test surface.

Optional follow-up (deferred to W2 or Phase 9)

Cross-dashboard filtering — clicking a run_id in the Hub dashboard could drive a Jinja filter parameter for the per-report dashboards. Not needed for v1 (latest-run-wins per ADR-025); becomes meaningful when snapshot replay is added (Q3 Option C, Phase 7+).
Dashboard auto-refresh — Superset supports per-dashboard auto-refresh intervals (e.g. 30s for the Hub). Not enabled in v1; can be turned on per dashboard in Superset UI without re-deploying.
Cash Trade Slotting JOIN to pscat_trade_cash_grid — when a customer DB exercises Step 1 (bx_price_floor IS NOT NULL), the slot fields become populatable. Phase 9 closes by either modeling the JOIN explicitly in Phase 7 service + Phase 8 SQL, OR documenting that the slot fields are intentionally always NULL on PS_DemoData.

Recommended next steps

Collaborator review of:
- 8 SQL queries in infra/superset/queries/37_*.sql through 44_*.sql (review focus: column accuracy; F-8-BR-1 / A63 defensive query in 42_*.sql; F-7-8 / A58 preservation pattern in 44_*.sql)
- infra/superset/deploy-powerfill.py (review focus: idempotency; chart parameter shapes; pattern fidelity vs deploy-loan-pnl.py)
- docs-site/docs/superset/powerfill-dashboards.md (review focus: A54/A56/A62 carry-over rendering vocabulary; the per-dashboard UX framing)
- Spec amendment to powerfill-engine.md (Phased Implementation table)
- Assumptions log A63 + A64
- This completion report
- Devlog entry
- W2 kickoff prompt Estimated 1-2 hours (Phase 8 W1 ships less new code than Phase 6e/7 — most surface is SQL + Python + docs).
PO sign-off on:
- Phase 8 Workstream 1 (Superset Dashboards) COMPLETE declaration (sentinel phase-8-superset-ready)
- The PO milestone "I can review PowerFill reports with drill-down in Superset" — empirically achievable today. Suggested PO check: open https://bi.staging.powerseller.com/superset/dashboard/13/ (Hub), navigate to dashboard 20 (Cash Trade Slotting), confirm 688 rows render. That's the canonical end-to-end test.
- A63 + A64 dispositions
- Architect recommendation that Workstream 2 (React UI) gets a fresh planning cycle in a follow-up session
PO push of the atomic commits (Architect commits; PO controls git push).
Pre-push docs-build check per the Phase 6e MDX-trap lesson: docker build -f docs-site/Dockerfile.prod docs-site before pushing.
W2 kickoff drafting — already produced as docs-site/docs/agents/powerfill-phase-8-workstream-2-kickoff.md; review + dispatch when ready.

Notes on this session's process

Three-layer Primary-Source Verification Gate exercised; produced 4 findings (F-8-1 through F-8-4 plus F-8-BR-1 from the Backlog re-read pass). F-8-BR-1 is the first empirical demonstration of the Phase 7 CR #1 candidate practice ("Backlog re-read pass at planning time"); banked for canonical-promotion review.
Reviewable Chunks at workstream scope EXERCISED (W1 ships; W2 deferred per PO direction at planning checkpoint); intra-session checkpoint OFFERED but not invoked (Subagent 1 + 2 dispatched in parallel without interruption per Phase 7's "skip checkpoint" precedent that worked for 6c/6d/6e/7).
Required Delegation Categories classification: 8 SQL queries delegated (Subagent 1; clean first-attempt on column accuracy; one F-8-3 lint caught by gate); 25-chart deploy script delegated (Subagent 2; clean first-attempt; py_compile + ReadLints zero issues); dashboard-design doc + spec amendment + 2 assumption-log entries + completion report + devlog + W2 kickoff self-implemented per Deliberate Non-Delegation. Mirrors 6e/7's split: greenfield + tests delegable; design + service + ADR + UX-load-bearing docs self-implement.
Andon-cord readiness — used twice during the session: (a) F-8-3 outer ORDER BYs surfaced at PoC; removed in-place + each file's Notes section now documents the constraint; banked AGENTS.md citation discipline for future Superset-subagent prompts; (b) F-8-4 probe-wrapper bug for CTEs surfaced at re-probe; fixed in-place + banked CTE-detection branch logic for future probe scripts.
Counterfactual Retro filled with 7 named observations — most important: (1) the Backlog re-read pass IS load-bearing — F-8-BR-1 is its first empirical demonstration; banking for canonical-promotion review; (2) Subagent prompts should explicitly cite known AGENTS.md lessons (F-8-3 ORDER BY would have been prevented); (3) the PO milestone IS achievable from W1 alone — empirically confirmed end-to-end through Superset's engine.
Deploy Verification Gate all 3 arms exercised: sentinel green (phase-8-superset-ready); 8 dashboards × 25 charts deployed + verified end-to-end through Superset's engine; 8/8 SQL queries probed clean against PS_DemoData via sqlcmd. F-7-8 / 688-row pattern is the canonical proof-of-life.
Sub-phase calendar time: ~1 Architect-session — consistent with 6a-6e and Phase 7 velocity. Banking for W2 estimate: 1-2 sessions if scoped to the kickoff's "Submit / Status / List / Reports navigation" surface.

Phase 8 Workstream 1 is code complete; the PO milestone "PowerFill reports with drill-down in Superset that I can review" is empirically achievable today; Workstream 2 (React UI) gets a fresh planning cycle in the next Architect session.

End of Phase 8 Workstream 1 completion report. Workstream 1 (Superset Dashboards) ships; Workstream 2 (React UI) deferred per Reviewable Chunks.

TL;DR​

What was produced​

New files​

Modified files​

Out of scope (deliberately not produced)​

Decisions made​

Migrations enumerated​

Gate findings​

Three-layer Primary-Source Verification Gate (with Backlog re-read pass per Phase 7 CR #1)​

Alternatives-First Gate​

Required Delegation Categories​

Reviewable Chunks at workstream scope​

Deploy Verification Gate​

Counterfactual Retro​

PoC verification commands and outputs​

Status sentinel (Deploy Verification Gate arm a)​

Build + tests (sentinel bump didn't break Phase 7)​

DB probe — 8/8 SQL queries against PS_DemoData (Deploy Verification Gate arm c)​

Live deploy (Deploy Verification Gate arm b)​

Live data render — verified through Superset's engine (the canonical end-to-end test)​

Deployed dashboard URLs​

Open questions and blockers​

Carry-over to Workstream 2 / Phase 9​

Architect recommendation for Workstream 2 (React UI) kickoff​

Optional follow-up (deferred to W2 or Phase 9)​

Recommended next steps​

Notes on this session's process​