feat(nimbus): create overview edit form

experimenter/experimenter/experiments/admin.py

@@ -8,6 +8,7 @@
 from django.template.loader import render_to_string
 from django.utils.encoding import force_str
 from django.utils.safestring import mark_safe
+from django_summernote.admin import SummernoteModelAdmin
 from import_export import fields, resources
 from import_export.admin import ExportActionMixin, ImportMixin
 from import_export.widgets import DecimalWidget, ForeignKeyWidget
@@ -319,7 +320,11 @@ class Meta:
 
 
 class NimbusExperimentAdmin(
-    NoDeleteAdminMixin, ImportMixin, ExportActionMixin, admin.ModelAdmin[NimbusExperiment]
+    NoDeleteAdminMixin,
+    ImportMixin,
+    ExportActionMixin,
+    SummernoteModelAdmin,
+    admin.ModelAdmin[NimbusExperiment],
 ):
     inlines = (
         NimbusDocumentationLinkInlineAdmin,
@@ -351,6 +356,7 @@ class NimbusExperimentAdmin(
     actions = [force_fetch_jetstream_data]
     resource_class = NimbusExperimentResource
     readonly_fields = ("_firefox_min_version_parsed", "changelog_display")
+    summernote_fields = ("takeaways_summary", "next_steps")
 
     @admin.display(description="Change History")
     def changelog_display(self, obj):

experimenter/experimenter/experiments/constants.py

@@ -458,6 +458,11 @@ class Takeaways(models.TextChoices):
 
     CHANGELOG_MESSAGE_ADMIN_EDIT = "Modified by an administrator."
 
+    class ProjectImpact(models.TextChoices):
+        HIGH = "HIGH"
+        MODERATE = "MODERATE"
+        TARGETED = "TARGETED"
+
     class QAStatus(models.TextChoices):
         RED = "RED", "QA: Red"
         YELLOW = "YELLOW", "QA: Yellow"

experimenter/experimenter/experiments/migrations/0307_nimbusexperiment_next_steps_and_more.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.2.9 on 2025-12-18 17:43
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('experiments', '0306_remove_nimbusexperiment_qa_run_test_plan_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='nimbusexperiment',
+            name='next_steps',
+            field=models.TextField(blank=True, null=True, verbose_name='Next Steps'),
+        ),
+        migrations.AddField(
+            model_name='nimbusexperiment',
+            name='project_impact',
+            field=models.CharField(blank=True, choices=[('HIGH', 'High'), ('MODERATE', 'Moderate'), ('TARGETED', 'Targeted')], default=None, max_length=255, null=True, verbose_name='Project Impact'),
+        ),
+    ]

experimenter/experimenter/experiments/models.py

@@ -363,6 +363,15 @@ class NimbusExperiment(NimbusConstants, TargetingConstants, FilterMixin, models.
         "Takeaways QBR Learning", default=False, blank=False, null=False
     )
     takeaways_summary = models.TextField("Takeaways Summary", blank=True, null=True)
+    next_steps = models.TextField("Next Steps", blank=True, null=True)
+    project_impact = models.CharField(
+        "Project Impact",
+        max_length=255,
+        blank=True,
+        null=True,
+        default=None,
+        choices=NimbusConstants.ProjectImpact.choices,
+    )
     is_first_run = models.BooleanField("Is First Run Flag", default=False)
     is_client_schema_disabled = models.BooleanField(
         "Is Client Schema Disabled Flag", default=False
@@ -2255,6 +2264,8 @@ def clone(self, name, user, rollout_branch_slug=None, changed_on=None):
         cloned.published_date = None
         cloned.results_data = None
         cloned.takeaways_summary = None
+        cloned.next_steps = None
+        cloned.project_impact = None
         cloned.conclusion_recommendations = []
         cloned.takeaways_metric_gain = False
         cloned.takeaways_gain_amount = None

experimenter/experimenter/experiments/tests/test_changelog_utils.py

@@ -87,11 +87,13 @@ def test_outputs_expected_schema_for_empty_experiment(self):
                 "locales": [],
                 "localizations": None,
                 "name": "",
+                "next_steps": None,
                 "owner": owner.email,
                 "parent": None,
                 "population_percent": "0.0000",
                 "prevent_pref_conflicts": False,
                 "primary_outcomes": [],
+                "project_impact": None,
                 "projects": [],
                 "proposed_duration": NimbusExperiment.DEFAULT_PROPOSED_DURATION,
                 "proposed_enrollment": NimbusExperiment.DEFAULT_PROPOSED_ENROLLMENT,
@@ -216,11 +218,13 @@ def test_outputs_expected_schema_for_complete_experiment(self):
                 "legal_signoff": False,
                 "localizations": experiment.localizations,
                 "name": experiment.name,
+                "next_steps": None,
                 "owner": experiment.owner.email,
                 "parent": parent_experiment.slug,
                 "population_percent": str(experiment.population_percent),
                 "prevent_pref_conflicts": False,
                 "primary_outcomes": [primary_outcome],
+                "project_impact": None,
                 "projects": [project.slug],
                 "proposed_duration": experiment.proposed_duration,
                 "proposed_enrollment": experiment.proposed_enrollment,

experimenter/experimenter/nimbus_ui/constants.py

@@ -1,5 +1,7 @@
 from enum import Enum
 
+from experimenter.experiments.constants import NimbusConstants
+
 
 class NimbusUIConstants:
     HYPOTHESIS_PLACEHOLDER = """
@@ -178,6 +180,32 @@ class NimbusUIConstants:
         "for the selected versions."
     )
 
+    KEY_TAKEAWAYS_EMPTY_TEXT = """Was your hypothesis right, wrong, or somewhere in
+    between? Call out what changed in a meaningful way (ideally things that were
+    statistically significant)."""
+
+    NEXT_STEPS_EMPTY_TEXT = """Ship, stop, or iterate? If shipping, how do we roll it
+    out? If iterating, what signals suggest it's worth more testing?"""
+
+    PROJECT_IMPACT_EMPTY_TEXT = """Rate the overall business impact of this project. Did
+    it shift key company metrics, or did it mainly deliver targeted learnings? Your
+    rating helps teams filter, compare, and learn from experiments across the org."""
+
+    PROJECT_IMPACT_SUBTITLES = {
+        NimbusConstants.ProjectImpact.HIGH: (
+            "Moved key company metrics or made visible progress toward "
+            "broader goals. Worth sharing across teams or with leadership."
+        ),
+        NimbusConstants.ProjectImpact.MODERATE: (
+            "Provided meaningful progress or insights, with impact more "
+            "localized than company-wide."
+        ),
+        NimbusConstants.ProjectImpact.TARGETED: (
+            "Met intended goals and delivered useful learnings, though "
+            "it didn't shift broader metrics."
+        ),
+    }
+
     class ReviewRequestMessages(Enum):
         END_EXPERIMENT = "end this experiment"
         END_ENROLLMENT = "end enrollment for this experiment"

experimenter/experimenter/nimbus_ui/forms.py

@@ -12,6 +12,7 @@
 from django.urls import reverse
 from django.utils import timezone
 from django.utils.text import slugify
+from django_summernote.widgets import SummernoteWidget
 
 from experimenter.base.models import Country, Language, Locale
 from experimenter.experiments.changelog_utils import generate_nimbus_changelog
@@ -1815,6 +1816,24 @@ def get_changelog_message(self):
         return f"{self.request.user} updated collaborators"
 
 
+class EditOutcomeSummaryForm(NimbusChangeLogFormMixin, forms.ModelForm):
+    takeaways_summary = forms.CharField(required=False, widget=SummernoteWidget())
+    next_steps = forms.CharField(required=False, widget=SummernoteWidget())
+    project_impact = forms.ChoiceField(
+        required=False,
+        choices=NimbusExperiment.ProjectImpact.choices,
+        widget=forms.RadioSelect,
+        label="Project Impact",
+    )
+
+    class Meta:
+        model = NimbusExperiment
+        fields = ["takeaways_summary", "next_steps", "project_impact"]
+
+    def get_changelog_message(self):
+        return f"{self.request.user} updated outcome summary"
+
+
 class BranchLeadingScreenshotForm(NimbusChangeLogFormMixin, forms.ModelForm):
     image = forms.ImageField(
         required=False,

experimenter/experimenter/nimbus_ui/templates/common/edit_outcome_summary_form.html

@@ -0,0 +1,94 @@
+<form class="accordion"
+      method="post"
+      hx-post="{% url 'nimbus-ui-edit-outcome-summary' slug=experiment.slug %}"
+      id="edit-summary-form-{{ experiment.slug }}">
+  {% csrf_token %}
+  <div class="accordion-item border border-1 rounded-4 mt-4 py-4 px-5">
+    <button class="accordion-button shadow-none bg-transparent text-body"
+            type="button"
+            data-bs-toggle="collapse"
+            data-bs-target="#key-takeaways-{{ experiment_slug }}-{{ branch.slug }}"
+            aria-expanded="true"
+            aria-controls="key-takeaways-{{ experiment_slug }}-{{ branch.slug }}">
+      <div class="d-flex flex-column align-items-start">
+        <div class="d-flex align-items-center gap-2 mb-2">
+          <h5 class="mb-0">Key takeaways</h5>
+          {% if not experiment.takeaways_summary %}
+            <span class="badge rounded-pill text-bg-warning bg-opacity-25 border border-secondary-subtle">Incomplete</span>
+          {% endif %}
+        </div>
+        <small class="text-muted">{{ NimbusUIConstants.KEY_TAKEAWAYS_EMPTY_TEXT }}</small>
+      </div>
+    </button>
+    <div id="key-takeaways-{{ experiment_slug }}-{{ branch.slug }}"
+         class="accordion-collapse collapse show">
+      <div class="accordion-body">{{ edit_outcome_summary_form.takeaways_summary }}</div>
+    </div>
+  </div>
+  <div class="accordion-item border border-1 rounded-4 mt-4 py-4 px-5">
+    <button class="accordion-button shadow-none bg-transparent text-body"
+            type="button"
+            data-bs-toggle="collapse"
+            data-bs-target="#next-steps-{{ experiment_slug }}-{{ branch.slug }}"
+            aria-expanded="true"
+            aria-controls="next-steps-{{ experiment_slug }}-{{ branch.slug }}">
+      <div class="d-flex flex-column align-items-start">
+        <div class="d-flex align-items-center gap-2 mb-2">
+          <h5 class="mb-0">Next Steps</h5>
+          {% if not experiment.next_steps %}
+            <span class="badge rounded-pill text-bg-warning bg-opacity-25 border border-secondary-subtle">Incomplete</span>
+          {% endif %}
+        </div>
+        <small class="text-muted">{{ NimbusUIConstants.NEXT_STEPS_EMPTY_TEXT }}</small>
+      </div>
+    </button>
+    <div id="next-steps-{{ experiment_slug }}-{{ branch.slug }}"
+         class="accordion-collapse collapse show">
+      <div class="accordion-body">{{ edit_outcome_summary_form.next_steps }}</div>
+    </div>
+  </div>
+  <div class="accordion-item border border-1 rounded-4 mt-4 py-4 px-5">
+    <button class="accordion-button shadow-none bg-transparent text-body"
+            type="button"
+            data-bs-toggle="collapse"
+            data-bs-target="#project-impact-{{ experiment_slug }}-{{ branch.slug }}"
+            aria-expanded="true"
+            aria-controls="project-impact-{{ experiment_slug }}-{{ branch.slug }}">
+      <div class="d-flex flex-column align-items-start">
+        <div class="d-flex align-items-center gap-2 mb-2">
+          <h5 class="mb-0">Project Impact</h5>
+          {% if not experiment.project_impact %}
+            <span class="badge rounded-pill text-bg-warning bg-opacity-25 border border-secondary-subtle">Incomplete</span>
+          {% endif %}
+        </div>
+        <small class="text-muted">{{ NimbusUIConstants.PROJECT_IMPACT_EMPTY_TEXT }}</small>
+      </div>
+    </button>
+    <div id="project-impact-{{ experiment_slug }}-{{ branch.slug }}"
+         class="accordion-collapse collapse show">
+      <div class="accordion-body d-flex flex-column gap-4">
+        {% for radio in edit_outcome_summary_form.project_impact %}
+          <div class="project-impact-option {{ key }}">
+            <label class="d-flex gap-3 align-items-center">
+              <div style="transform: scale(1.75)">{{ radio.tag }}</div>
+              <div class="ms-2">
+                <div>{{ radio.choice_label }} impact</div>
+                <small class="option-subtitle text-muted">
+                  {% for key, subtitle in NimbusUIConstants.PROJECT_IMPACT_SUBTITLES.items %}
+                    {% if key == radio.choice_label|upper %}{{ subtitle }}{% endif %}
+                  {% endfor %}
+                </small>
+              </div>
+            </label>
+          </div>
+        {% endfor %}
+      </div>
+    </div>
+  </div>
+  <div class="modal-footer border-0">
+    <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Close</button>
+    <button type="submit"
+            class="btn btn-primary"
+            form="edit-summary-form-{{ experiment.slug }}">Save changes</button>
+  </div>
+</form>

experimenter/experimenter/nimbus_ui/templates/nimbus_experiments/experiment_base.html

@@ -1,5 +1,7 @@
 {% extends "common/with_sidebar.html" %}
 
+{% load nimbus_extras %}
+
 {% block sidebar %}
   {% include "nimbus_experiments/sidebar.html" with experiment=experiment %}
 
@@ -14,6 +16,9 @@ <h4 class="mb-0">{{ experiment.name }}</h4>
         <span class="badge rounded-pill bg-danger" id="archive-badge">Archived</span>
       {% endif %}
       {% if experiment.is_rollout %}<span class="badge rounded-pill bg-primary" id="rollout-badge">Rollout</span>{% endif %}
+      {% if experiment.project_impact %}
+        <span class="badge rounded-pill text-bg-warning border border-secondary-subtle"><i class="fa-solid fa-trophy me-2"></i>{{ experiment.project_impact|lower|capfirst }} impact</span>
+      {% endif %}
       <span id="qa-status-header" class="{{ experiment.qa_status_badge_class }}">
         QA Status: {{ experiment.qa_status|default:"Not Set"|title }}
       </span>