Add PostHog storytelling v2 tracking for notebook usage flows.

[kaiyu96]

Summary

• Add PostHog SDK integration and storytelling v2 analytics for notebook flows (upload, chat, dashboard navigation, workspace lifecycle).
• Merge latest staging (official library, diagram, chat updates) and resolve conflicts while preserving analytics instrumentation.

Test plan

• Confirm PostHog events fire in dev with NEXT_PUBLIC_POSTHOG_KEY configured
• Upload document: notebook_upload_button_clicked, notebook_document_upload_completed / _failed
• Ask assistant question: notebook_assistant_question_submitted, answer completed/failed events
• Click dashboard link: notebook_dashboard_link_clicked
• Verify official library and diagram features still work after merge
• CI passes on this PR

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[Copilot]

Pull request overview

Note

Copilot was unable to run its full agentic suite in this review.

Adds client-side PostHog analytics to Notebook, including initialization, event helpers, and UI instrumentation for key product actions.

Changes:

• Introduces a client-only PostHog wrapper (src/lib/posthog.ts) plus app-level initialization via PostHogProvider.
• Instruments Notebook UX flows (uploads, chat, dashboard link, page views) with structured analytics context.
• Adds Vitest coverage for the new tracking hooks/components and documents event/parameter conventions.

Reviewed changes

Copilot reviewed 23 out of 25 changed files in this pull request and generated 7 comments.

Show a summary per file

File	Description
src/providers/posthog-provider.tsx	Initializes PostHog on the client via a wrapper component.
src/lib/posthog.ts	Adds PostHog init + typed tracking helpers for Notebook events.
src/lib/posthog.test.ts	Tests PostHog enablement and identify/reset behaviors.
src/components/workspace-shell.tsx	Wires identify/reset, pageview tracking, and “first doc uploaded” tracking.
src/components/workspace-shell-layout.tsx	Threads analytics context + snapshot counts into panels and nav.
src/components/workspace-chat-workflow.ts	Tracks assistant question/answer success/failure + first question asked.
src/components/top-nav.tsx	Tracks dashboard link clicks and passes context metadata.
src/components/top-nav.test.tsx	Verifies dashboard click triggers tracking with expected payload.
src/components/sources-panel.tsx	Passes analytics context and source count snapshot into upload dialog.
src/components/source-upload-dialog.tsx	Tracks upload button clicks; passes context into upload workflow.
src/components/source-upload-dialog.test.tsx	Verifies upload-button click tracking is invoked.
src/components/source-upload-dialog-workflow.ts	Tracks upload success/failure with metadata and counts.
src/components/source-upload-dialog-workflow.test.ts	Verifies upload-completed tracking payload.
src/components/chunks-panel.tsx	Threads analytics props into empty-state upload flow.
src/components/chat-panel.tsx	Passes analytics + source counts into the chat composer.
src/components/chat-composer.tsx	Tracks question submission with thread + source metadata.
src/components/chat-composer.test.tsx	Verifies question-submitted tracking payload.
src/app/layout.tsx	Wraps app in PostHogProvider to ensure initialization.
package.json	Adds posthog-js dependency.
docs/posthog-notebook-tracking.md	Runbook for PostHog insights/dashboard setup.
docs/ga4-alignment.md	Documents GA4 alignment for event names/parameters.
README.md	Documents env vars and high-level event list and setup.
.env.local.example	Adds PostHog env var examples and notes.

Files not reviewed (1)

• pnpm-lock.yaml: Generated file

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[kaiyu96]

Update on follow-up items

Hi — I’ve pushed additional fixes to event-tracking. Current status:

Code / conflicts

• Copilot review (7 items) addressed in 9bcd1be (pageview URL, deduped pageview effect, PostHogInitializer rename, host trim, etc.)
• Staging moved again (#106 chat diagram resilience) — merged and conflict resolved in b5360a5 (chat-panel.tsx: kept PostHog analytics props + staging diagram changes)
• PR is mergeable with staging again (no open merge conflicts as of latest fetch)

Checks still blocked (needs team action)

• GitHub Actions CI / CodeQL: action_required — fork PR workflows need maintainer approval to run
• Vercel: Authorization required to deploy on both preview targets

Ask

Could someone please:

1. Approve/run the pending GitHub Actions workflows for this PR
2. Authorize the Vercel deployment (if preview is required)
3. Re-review when convenient — latest head is b5360a5

Thanks!