docs-lens-chart-settings

name	docs-lens-chart-settings
version	1.0.2
description	Verify Kibana Lens chart UI settings against the source code. Use when documenting chart types, reviewing chart settings accuracy, or checking UI labels and rendering order for Lens visualizations (bar, line, area, pie, treemap, mosaic, waffle, tag cloud, heat map, gauge, metric, region map, table).
context	fork
allowed-tools	Read, Grep, Glob, WebFetch
sources	["https://github.com/elastic/kibana/tree/main/x-pack/platform/plugins/shared/lens/public/visualizations"]

Verifying Kibana Lens Chart Settings from Source Code

When documenting Lens chart settings, always verify labels, options, and rendering order against the Kibana source code. Do NOT guess UI labels.

Key Principles

1. UI labels come from i18n defaultMessage strings — always extract the exact label.
2. Rendering order in JSX = rendering order in the UI — document settings in the same order they appear in the component tree.
3. Conditional rendering is everywhere — many settings only appear under specific conditions (chart type, selected options, number of dimensions). Trace the conditions.
4. Shared components are parameterized per chart — the same LegendSettings component behaves differently for treemaps vs waffle vs pie based on props.

Source Code Layout

Partition charts (pie, donut, treemap, mosaic, waffle)

All partition-type charts share code under:

x-pack/platform/plugins/shared/lens/public/visualizations/partition/
├── partition_charts_meta.ts          # Per-chart config (toolbar options, legend config)
├── toolbar/
│   ├── style_settings.tsx            # Orchestrates Style panel sections
│   ├── titles_and_text_settings.tsx  # Slice labels + Slice values options
│   ├── appearance_settings.tsx       # Donut hole (pie/donut only)
│   └── legend_settings.tsx           # Partition-specific legend wrapper

Shared legend component:

x-pack/platform/plugins/shared/lens/public/shared_components/legend/
├── legend_settings.tsx               # Main legend settings (Visibility, Size, Truncation, Nested, Stats)
├── location/legend_location_settings.tsx  # Position (only when `location` prop is defined)
└── size/legend_size_settings.tsx     # Width/Size dropdown

Other chart types

Each chart type has its own directory under visualizations/:

• visualizations/xy/ for bar, line, area
• visualizations/heatmap/
• visualizations/gauge/
• visualizations/metric/
• visualizations/tagcloud/

Verification Workflow

Step 1: Find the chart metadata

For partition charts, start with partition_charts_meta.ts. This file defines per-chart:

• toolbar.categoryOptions — Slice labels options (or empty array if none)
• toolbar.numberOptions — Slice values options (or empty array if none)
• toolbar.emptySizeRatioOptions — Donut hole options (pie/donut only)
• toolbar.isDisabled — Whether the Style panel is disabled entirely (waffle)
• legend.defaultLegendStats — Enables Statistics/Show value in legend (waffle only)
• legend.hideNestedLegendSwitch — Hides the Nested toggle (waffle)
• legend.getShowLegendDefault — Default legend visibility behavior for Auto mode
• maxBuckets — Maximum Group by dimensions

Step 2: Trace the Style settings

Read toolbar/style_settings.tsx to understand the Style panel structure:

• If emptySizeRatioOptions exists → renders Appearance accordion + Titles and text accordion
• If not → renders only PartitionTitlesAndTextSettings directly (no sub-headers)

Then read toolbar/titles_and_text_settings.tsx:

• categoryOptions renders as the first button group (label: check i18n key xpack.lens.pieChart.labelSliceLabels)
• numberOptions renders as the second button group (label: check i18n key xpack.lens.pieChart.sliceValues)
• If numberDisplay === 'percent', a Decimal places input appears

If categoryOptions is empty, the first button group is hidden. If numberOptions is empty, the second button group is hidden. If isDisabled is true, the entire section is disabled/hidden.

Step 3: Trace the Legend settings

Read toolbar/legend_settings.tsx (partition wrapper) to see what props are passed to the shared LegendSettings component. Key props to check:

Prop	What it controls	How to verify
legendOptions	Visibility options (Auto/Show/Hide)	Always present for all partition charts
position	Only renders if location is also passed	Partition charts do NOT pass location → Position hidden
renderNestedLegendSwitch	Nested toggle	!hideNestedLegendSwitch && groups > 1
allowedLegendStats	Statistics/Show value	Only if defaultLegendStats defined in chart meta
legendSize / onLegendSizeChange	Width dropdown	Renders if isVerticalLegend is true
shouldTruncate / onTruncateLegendChange	Label truncation toggle	Always present when legend not hidden
showAutoLegendSizeOption	Auto in size dropdown	Only for pre-8.3 visualizations

Step 4: Determine rendering order

Read the shared legend_settings.tsx JSX top to bottom. For partition charts (no location prop), the actual rendering order is:

1. Visibility (always)
2. Width (when legend not hidden, via LegendSizeSettings)
3. Label truncation + Line limit (when legend not hidden)
4. Nested (when legend not hidden AND multiple groups AND not hideNestedLegendSwitch)

Settings that do NOT render for partition charts:

• Position — requires location prop (only XY charts pass this)
• Statistics — requires allowedLegendStats.length > 1
• Show value — requires exactly 1 allowed legend stat of type Value/CurrentAndLastValue

Step 5: Verify option labels

For each button group or dropdown, check the label or inputDisplay in the options array. Common pitfalls:

What you might assume	Actual UI label	Source
"Labels"	"Slice labels"	xpack.lens.pieChart.labelSliceLabels
"Values"	"Slice values"	xpack.lens.pieChart.sliceValues
"Legend size"	"Width"	xpack.lens.shared.legendSizeSetting.label
"Truncate"	"Label truncation"	xpack.lens.shared.labelTruncation
"Max lines"	"Line limit"	xpack.lens.shared.maxLinesLabel
"Show" (legend)	"Show"	xpack.lens.pieChart.legendVisibility.show

Quick Reference: Per-Chart Differences

Feature	Pie/Donut	Treemap	Mosaic	Waffle
Slice labels	Hide/Inside/Auto	Hide/Show	(none)	(none)
Slice values	Hide/Integer/Percentage	Hide/Integer/Percentage	Hide/Integer/Percentage	(none)
Donut hole	Yes	No	No	No
Style panel disabled	No	No	No	Yes
Legend Position	No	No	No	No
Legend Width	Yes	Yes	Yes	Yes
Nested legend	Yes (>1 group)	Yes (>1 group)	Yes (>1 group)	No
Show value	No	No	No	Yes
Statistics	No	No	No	No
Default legend visibility	Auto shows when >1 bucket	Auto hides	Auto hides	Auto shows always
Max Group by dimensions	3	2	2	1
Color mapping	First Group by only	First Group by only	Vertical axis	Group by

Common Mistakes to Avoid

1. Assuming Position exists for partition charts — it doesn't. Only XY-type charts have Position.
2. Using "Legend size" instead of "Width" — the actual label is "Width".
3. Including Auto in Width options — Auto only shows for pre-8.3 visualizations.
4. Documenting Statistics for non-waffle charts — only waffle has defaultLegendStats.
5. Assuming "Titles and text" sub-header exists for all charts — it only appears when emptySizeRatioOptions is defined (pie/donut).
6. Getting the Nested legend condition wrong — it requires both hideNestedLegendSwitch !== true AND multiple Group by dimensions.
7. Assuming color mapping works on all Group by levels — only available on the first dimension.