diff --git a/docs/adr/0070-data-analytics-demo-polyglot-adoption.md b/docs/adr/0070-data-analytics-demo-polyglot-adoption.md
index 1939b28..74da07d 100644
--- a/docs/adr/0070-data-analytics-demo-polyglot-adoption.md
+++ b/docs/adr/0070-data-analytics-demo-polyglot-adoption.md
@@ -1,8 +1,8 @@
# ADR-0070: Adopt polyglot (Python + TypeScript) for `packages/data-analytics-demo` — local-only SaaS customer-analytics demo
-- Status: Accepted
-- Date: 2026-05-17
-- Tags: architecture, polyglot, data-analytics, dbt, evidence, ollama, security, supply-chain
+- Status: Accepted (amended 2026-05-18 — dashboard pivoted from Evidence to a self-built Python+Jinja2+Plotly generator; see "2026-05-18 amendment" section below)
+- Date: 2026-05-17 (original), 2026-05-18 (amendment)
+- Tags: architecture, polyglot, data-analytics, dbt, ollama, security, supply-chain
- Companions: [ADR-0001](0001-monorepo-turborepo-pnpm.md) (the monorepo layout this ADR extends with a polyglot package)
## Context
@@ -104,3 +104,34 @@ Rejected: **dbt-labs/jaffle-shop-template** — no LICENSE file in default branc
- **TypeScript-only**: rejected — see Tradeoff 1. Cannot meet the quality bar with current TS data-analytics tooling.
- **Separate repo (polyrepo)**: rejected — contradicts the monorepo decision in ADR-0001 and forfeits the "complex portfolio operated as a single deliverable" interview signal.
- **Defer the demo**: rejected — the contract brief is live; deferring loses the matching window.
+
+## 2026-05-18 amendment — dashboard pivot
+
+The original Tradeoff 4 chose Evidence as the dashboard generator. Evidence is a high-quality OSS tool (MIT, evidence-dev/evidence, 6k+ stars) and the rationale stands on paper, but the integration cost in this monorepo turned out to be unbounded:
+
+- Evidence ships a SvelteKit-based build (`evidence build`) that requires its own flat `node_modules` for `@sveltejs/kit`, `vite`, `@evidence-dev/tailwind`, and several other transitive peers to be resolvable from generated template code.
+- Pnpm 10's isolated layout and strict build-script approval gate broke this in three different ways on consumer Windows; each fix surfaced the next missing peer (chain of four+ peer-dep resolution failures locally before pivoting).
+- The dashboard sits at the seam between the Python pipeline (data + dbt + ML + narrative) and the static HTML output. Adopting Evidence meant adopting a second package manager (pnpm or npm) inside an otherwise-Python sub-tree, with its own audit + Dependabot + CI surface.
+
+**Decision**: replace Evidence with a self-built Python+Jinja2+Plotly generator that lives entirely inside `src/data_analytics_demo/dashboard/`. Adds two PyPI deps (jinja2 BSD, plotly MIT — both well-known and already on the audit allowlist) and ships ~150 lines of code that read the same dbt marts and write static HTML to `dashboard/build/`.
+
+### Why this is the better fit
+
+- **Smaller blast radius**: 2 PyPI deps instead of 629 npm deps with the associated peer-dep tangle. Pip-audit covers the surface.
+- **Single toolchain**: the dashboard now runs through the same Python venv, ruff, mypy, pytest gates as the rest of the package; no second package manager, no separate workflow.
+- **Stronger portfolio signal**: "self-built static dashboard generator from synthetic SaaS marts" reads as analytics-engineering breadth; "I configured Evidence" reads as tool adoption.
+- **Full layout control**: Plotly figures + Jinja2 templates give the demo the same chart types Evidence was going to produce (bar / scatter / line / area / heatmap / data table) without the SvelteKit indirection.
+
+### Tradeoff 4 (revised)
+
+| Option | Status | Why |
+| ----------------------------------------- | -------------------- | ---------------------------------------------------------------------- |
+| **Python + Jinja2 + Plotly (self-built)** | adopted | Single toolchain, 2 PyPI deps, full control, audit-clean |
+| Evidence | rejected | Peer-dep chain unbounded in this monorepo; second toolchain added cost |
+| Streamlit | rejected (unchanged) | Requires a Python server at view time; no static export |
+| Quarto | rejected (unchanged) | BI focus weaker than the alternatives; CLI install required |
+| Apache Superset | rejected (unchanged) | Full server with significant install overhead |
+
+### What the rest of this ADR still gets right
+
+Tradeoffs 1 (polyglot), 2 (DuckDB + Faker synthetic data), 3 (dbt), 5 (Ollama), and 6 (MetricFlow) are unchanged. The security mitigations (DuckDB ≥ 1.4.2 pin, pip-audit, Dependabot) and the polyglot CI structure carry over.
diff --git a/packages/data-analytics-demo/Makefile b/packages/data-analytics-demo/Makefile
index a2f49e4..c1f8bd0 100644
--- a/packages/data-analytics-demo/Makefile
+++ b/packages/data-analytics-demo/Makefile
@@ -36,8 +36,7 @@ narrative:
$(PYTHON) -m data_analytics_demo.narrative.generate
dashboard:
- @echo "[dashboard] TODO T-09: Evidence dashboard not yet implemented"
- @exit 1
+ $(PYTHON) -m data_analytics_demo.dashboard.render
semantic-validate:
@echo "[semantic-validate] TODO T-10: MetricFlow validation not yet implemented"
diff --git a/packages/data-analytics-demo/pyproject.toml b/packages/data-analytics-demo/pyproject.toml
index e9f3e31..8b6f0b1 100644
--- a/packages/data-analytics-demo/pyproject.toml
+++ b/packages/data-analytics-demo/pyproject.toml
@@ -28,6 +28,9 @@ dependencies = [
# CLI + data validation
"typer>=0.14",
"pydantic>=2.9",
+ # Dashboard (self-built static HTML; replaces Evidence — see ADR-0070 amendment).
+ "jinja2>=3.1",
+ "plotly>=5.24",
]
[project.optional-dependencies]
@@ -74,7 +77,7 @@ mypy_path = "src"
# but lags behind `pandas` releases; treating these as untyped is the
# pragmatic choice for a Python 3.11 + pandas 3.x stack.
[[tool.mypy.overrides]]
-module = ["pandas", "pandas.*", "duckdb", "faker", "shap", "xgboost", "sklearn.*"]
+module = ["pandas", "pandas.*", "duckdb", "faker", "shap", "xgboost", "sklearn.*", "plotly", "plotly.*"]
ignore_missing_imports = true
[tool.pytest.ini_options]
diff --git a/packages/data-analytics-demo/src/data_analytics_demo/cli.py b/packages/data-analytics-demo/src/data_analytics_demo/cli.py
index 1596e6e..8e66fbe 100644
--- a/packages/data-analytics-demo/src/data_analytics_demo/cli.py
+++ b/packages/data-analytics-demo/src/data_analytics_demo/cli.py
@@ -45,6 +45,15 @@ def ml() -> None:
)
+@app.command()
+def dashboard() -> None:
+ """Render the static HTML dashboard into dashboard/build/."""
+ from data_analytics_demo.dashboard import render as dashboard_render
+
+ out = dashboard_render.main()
+ typer.echo(f"wrote dashboard pages to {out}")
+
+
@app.command()
def narrative() -> None:
"""Generate an executive narrative from SHAP via local Ollama."""
diff --git a/packages/data-analytics-demo/src/data_analytics_demo/dashboard/__init__.py b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/__init__.py
new file mode 100644
index 0000000..476a7ff
--- /dev/null
+++ b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/__init__.py
@@ -0,0 +1,9 @@
+"""Self-built static-HTML dashboard generator (replaces Evidence per ADR-0070 amend).
+
+Reads marts from `warehouse/analytics.duckdb`, builds Plotly figures, and
+renders Jinja2 templates into `dashboard/build/{index,rfm,churn,kpi}.html`.
+
+Pure Python — no npm, no SvelteKit, no peer-dep chains. Build is
+single-process and reproducible via the same seed that feeds the data
+generator.
+"""
diff --git a/packages/data-analytics-demo/src/data_analytics_demo/dashboard/charts.py b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/charts.py
new file mode 100644
index 0000000..2dc5632
--- /dev/null
+++ b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/charts.py
@@ -0,0 +1,97 @@
+"""Plotly figure builders. Each function returns an HTML string ready to embed."""
+
+from __future__ import annotations
+
+from typing import TYPE_CHECKING
+
+import plotly.express as px
+
+if TYPE_CHECKING:
+ import pandas as pd
+
+# CDN keeps the per-page HTML small (~10KB instead of 4MB inline plotly.js).
+PLOTLY_JS_MODE = "cdn"
+
+
+def _to_div(fig: object) -> str:
+ """Render a plotly figure as a div fragment (no )."""
+ html: str = fig.to_html( # type: ignore[attr-defined]
+ include_plotlyjs=PLOTLY_JS_MODE,
+ full_html=False,
+ config={"displaylogo": False},
+ )
+ return html
+
+
+def rfm_bar(df: pd.DataFrame) -> str:
+ fig = px.bar(
+ df,
+ x="rfm_segment",
+ y="customers",
+ text="customers",
+ title="Customers per RFM segment",
+ )
+ fig.update_layout(xaxis_title="Segment", yaxis_title="Customers", height=400)
+ return _to_div(fig)
+
+
+def rfm_scatter(df: pd.DataFrame) -> str:
+ fig = px.scatter(
+ df,
+ x="recency_days",
+ y="frequency_events",
+ color="rfm_segment",
+ size="monetary_usd",
+ hover_data=["customer_id"],
+ title="Recency × Frequency (size = monetary)",
+ )
+ fig.update_layout(
+ xaxis_title="Recency (days; lower is better)",
+ yaxis_title="Frequency (event count)",
+ height=520,
+ )
+ return _to_div(fig)
+
+
+def churn_by_tier_bar(df: pd.DataFrame) -> str:
+ fig = px.bar(
+ df,
+ x="current_plan_tier",
+ y="churn_pct",
+ text="churn_pct",
+ title="Churn rate by plan tier",
+ )
+ fig.update_layout(xaxis_title="Plan tier", yaxis_title="Churn %", height=400)
+ return _to_div(fig)
+
+
+def signups_line(df: pd.DataFrame) -> str:
+ fig = px.line(df, x="month", y="signups", title="Monthly signups")
+ fig.update_layout(xaxis_title="Month", yaxis_title="New customers", height=400)
+ return _to_div(fig)
+
+
+def paid_invoice_area(df: pd.DataFrame) -> str:
+ fig = px.area(
+ df,
+ x="month",
+ y="paid_amount_usd",
+ title="Paid invoice volume per month (USD)",
+ )
+ fig.update_layout(xaxis_title="Month", yaxis_title="USD", height=400)
+ return _to_div(fig)
+
+
+def cohort_heatmap(df: pd.DataFrame) -> str:
+ pivot = df.pivot_table(
+ index="cohort_month", columns="months_since_signup", values="retention_pct"
+ )
+ fig = px.imshow(
+ pivot,
+ labels={"x": "Months since signup", "y": "Cohort month", "color": "Retention %"},
+ title="Cohort retention heatmap",
+ color_continuous_scale="Blues",
+ aspect="auto",
+ )
+ fig.update_layout(height=480)
+ return _to_div(fig)
diff --git a/packages/data-analytics-demo/src/data_analytics_demo/dashboard/queries.py b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/queries.py
new file mode 100644
index 0000000..78c4257
--- /dev/null
+++ b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/queries.py
@@ -0,0 +1,126 @@
+"""SQL queries against the dbt marts.
+
+Each function takes an open DuckDB connection and returns a DataFrame.
+Centralising the SQL here keeps the templates focused on layout.
+"""
+
+from __future__ import annotations
+
+from typing import TYPE_CHECKING
+
+if TYPE_CHECKING:
+ import duckdb
+ import pandas as pd
+
+
+def _scalar(con: duckdb.DuckDBPyConnection, sql: str) -> float:
+ """Run a single-cell aggregate query and return the value (or 0 if empty)."""
+ row = con.execute(sql).fetchone()
+ if row is None:
+ return 0.0
+ return float(row[0])
+
+
+def headline_metrics(con: duckdb.DuckDBPyConnection) -> dict[str, float]:
+ """Top-of-page numbers — customers, active rate, churn rate."""
+ n_customers = _scalar(con, "select count(*) from customers")
+ active_rate = _scalar(
+ con,
+ "select coalesce(avg(case when status='active' then 1.0 else 0.0 end)*100, 0) "
+ "from subscriptions",
+ )
+ churn_rate = _scalar(
+ con, "select coalesce(avg(is_churned)*100, 0) from churn_features"
+ )
+ return {
+ "customers": int(n_customers),
+ "active_rate": round(active_rate, 1),
+ "churn_rate": round(churn_rate, 1),
+ }
+
+
+def rfm_distribution(con: duckdb.DuckDBPyConnection) -> pd.DataFrame:
+ return con.execute(
+ """
+ select rfm_segment, count(*) as customers, round(avg(monetary_usd), 0) as avg_monetary
+ from rfm_segments
+ group by rfm_segment
+ order by customers desc
+ """
+ ).fetchdf()
+
+
+def rfm_scatter(con: duckdb.DuckDBPyConnection) -> pd.DataFrame:
+ return con.execute(
+ """
+ select customer_id, recency_days, frequency_events, monetary_usd, rfm_segment
+ from rfm_segments
+ """
+ ).fetchdf()
+
+
+def churn_by_tier(con: duckdb.DuckDBPyConnection) -> pd.DataFrame:
+ return con.execute(
+ """
+ select
+ current_plan_tier,
+ count(*) as customers,
+ round(avg(is_churned)*100, 1) as churn_pct,
+ round(avg(events_last_30d), 1) as avg_events_30d
+ from churn_features
+ group by current_plan_tier
+ order by churn_pct desc
+ """
+ ).fetchdf()
+
+
+def churn_activity_buckets(con: duckdb.DuckDBPyConnection) -> pd.DataFrame:
+ return con.execute(
+ """
+ select
+ case
+ when recent_to_lifetime_ratio is null then 'no activity'
+ when recent_to_lifetime_ratio < 0.3 then '0.0 – 0.3 (slowing)'
+ when recent_to_lifetime_ratio < 0.7 then '0.3 – 0.7'
+ when recent_to_lifetime_ratio < 1.5 then '0.7 – 1.5 (steady)'
+ else '1.5+ (accelerating)'
+ end as activity_bucket,
+ count(*) as customers,
+ round(avg(is_churned)*100, 1) as churn_pct
+ from churn_features
+ group by activity_bucket
+ order by churn_pct desc
+ """
+ ).fetchdf()
+
+
+def monthly_signups(con: duckdb.DuckDBPyConnection) -> pd.DataFrame:
+ return con.execute(
+ """
+ select date_trunc('month', signup_date) as month, count(*) as signups
+ from customers
+ group by 1 order by 1
+ """
+ ).fetchdf()
+
+
+def monthly_paid_invoice_volume(con: duckdb.DuckDBPyConnection) -> pd.DataFrame:
+ return con.execute(
+ """
+ select date_trunc('month', period_start) as month,
+ sum(amount_usd) as paid_amount_usd
+ from invoices
+ where status = 'paid'
+ group by 1 order by 1
+ """
+ ).fetchdf()
+
+
+def cohort_retention_grid(con: duckdb.DuckDBPyConnection) -> pd.DataFrame:
+ return con.execute(
+ """
+ select cohort_month, months_since_signup, retention_pct
+ from cohort_retention
+ order by cohort_month, months_since_signup
+ """
+ ).fetchdf()
diff --git a/packages/data-analytics-demo/src/data_analytics_demo/dashboard/render.py b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/render.py
new file mode 100644
index 0000000..b0aa3b9
--- /dev/null
+++ b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/render.py
@@ -0,0 +1,134 @@
+"""Self-built static-HTML dashboard renderer.
+
+Entry point for `make dashboard` and `data-analytics-demo dashboard`. Reads
+the dbt marts produced by `make dbt`, builds Plotly figures, and writes
+`dashboard/build/{index,rfm,churn,kpi}.html`.
+"""
+
+from __future__ import annotations
+
+import sys
+from datetime import UTC, datetime
+from pathlib import Path
+
+import duckdb
+from jinja2 import Environment, FileSystemLoader, select_autoescape
+
+from ..ml import _io
+from . import charts, queries
+
+PAGE_NAMES = ("index", "rfm", "churn", "kpi")
+
+
+def _emit(msg: str) -> None:
+ print(f"[dashboard] {msg}", file=sys.stderr, flush=True) # noqa: T201
+
+
+def _templates_dir() -> Path:
+ return Path(__file__).resolve().parent / "templates"
+
+
+def _default_build_dir() -> Path:
+ return _io.package_root() / "dashboard" / "build"
+
+
+def _build_env() -> Environment:
+ return Environment(
+ loader=FileSystemLoader(_templates_dir()),
+ autoescape=select_autoescape(["html", "html.j2"]),
+ trim_blocks=True,
+ lstrip_blocks=True,
+ )
+
+
+def _common_context(con: duckdb.DuckDBPyConnection) -> dict[str, object]:
+ return {
+ "generated_at": datetime.now(UTC).isoformat(timespec="seconds"),
+ "headline": queries.headline_metrics(con),
+ "pages": PAGE_NAMES,
+ }
+
+
+def main(
+ *,
+ duckdb_path: Path | None = None,
+ build_dir: Path | None = None,
+) -> Path:
+ """Render every page; return the build directory path."""
+ db = duckdb_path or _io.default_warehouse_path()
+ if not db.exists():
+ raise FileNotFoundError(
+ f"warehouse not found at {db}. "
+ "Run `make data` and `make dbt` before `make dashboard`."
+ )
+ out = build_dir or _default_build_dir()
+ out.mkdir(parents=True, exist_ok=True)
+
+ _emit(f"reading marts from {db}")
+ con = duckdb.connect(str(db))
+ try:
+ ctx = _common_context(con)
+
+ _emit("rendering index.html")
+ rfm_bar_html = charts.rfm_bar(queries.rfm_distribution(con))
+ churn_bar_html = charts.churn_by_tier_bar(queries.churn_by_tier(con))
+ signups_html = charts.signups_line(queries.monthly_signups(con))
+ _write(
+ out / "index.html",
+ "index.html.j2",
+ {**ctx, "rfm_bar": rfm_bar_html, "churn_bar": churn_bar_html, "signups": signups_html},
+ )
+
+ _emit("rendering rfm.html")
+ _write(
+ out / "rfm.html",
+ "rfm.html.j2",
+ {
+ **ctx,
+ "rfm_bar": charts.rfm_bar(queries.rfm_distribution(con)),
+ "rfm_scatter": charts.rfm_scatter(queries.rfm_scatter(con)),
+ "rfm_table": queries.rfm_distribution(con).to_html(
+ index=False, classes="data-table"
+ ),
+ },
+ )
+
+ _emit("rendering churn.html")
+ _write(
+ out / "churn.html",
+ "churn.html.j2",
+ {
+ **ctx,
+ "churn_bar": charts.churn_by_tier_bar(queries.churn_by_tier(con)),
+ "buckets_table": queries.churn_activity_buckets(con).to_html(
+ index=False, classes="data-table"
+ ),
+ },
+ )
+
+ _emit("rendering kpi.html")
+ _write(
+ out / "kpi.html",
+ "kpi.html.j2",
+ {
+ **ctx,
+ "signups": charts.signups_line(queries.monthly_signups(con)),
+ "paid_area": charts.paid_invoice_area(queries.monthly_paid_invoice_volume(con)),
+ "cohort_heatmap": charts.cohort_heatmap(queries.cohort_retention_grid(con)),
+ },
+ )
+ finally:
+ con.close()
+
+ _emit(f"done — {len(PAGE_NAMES)} pages in {out}")
+ return out
+
+
+def _write(path: Path, template_name: str, context: dict[str, object]) -> None:
+ env = _build_env()
+ template = env.get_template(template_name)
+ path.write_text(template.render(**context), encoding="utf-8")
+
+
+if __name__ == "__main__":
+ main()
diff --git a/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/base.html.j2 b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/base.html.j2
new file mode 100644
index 0000000..5aa830e
--- /dev/null
+++ b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/base.html.j2
@@ -0,0 +1,87 @@
+
+
+
+ {% block title %}data-analytics-demo{% endblock %}
+
+
+
+
+
+
+
Customers
{{ headline.customers }}
+
Active subscriptions
{{ headline.active_rate }}%
+
Churn rate
{{ headline.churn_rate }}%
+
+Generated {{ generated_at }} from synthetic SaaS data.
+
+
diff --git a/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/churn.html.j2 b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/churn.html.j2
new file mode 100644
index 0000000..dd8d66f
--- /dev/null
+++ b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/churn.html.j2
@@ -0,0 +1,13 @@
+{% extends "base.html.j2" %}
+{% set current_page = "churn" %}
+{% block title %}Churn risk · data-analytics-demo{% endblock %}
+{% block content %}
+ Churn risk
+ Built from the churn_features mart. The engineered signal is the trailing-30-day vs lifetime-daily-average event ratio — customers with a ratio < 1 are slowing down.
+
+ Churn rate by plan tier
+ {{ churn_bar|safe }}
+
+ Trailing-30d activity vs churn label
+ {{ buckets_table|safe }}
+{% endblock %}
diff --git a/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/index.html.j2 b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/index.html.j2
new file mode 100644
index 0000000..b9e5928
--- /dev/null
+++ b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/index.html.j2
@@ -0,0 +1,22 @@
+{% extends "base.html.j2" %}
+{% set current_page = "index" %}
+{% block title %}Overview · data-analytics-demo{% endblock %}
+{% block content %}
+ Customer-analytics overview. Synthetic SaaS data only. The full pipeline (make demo) regenerates everything from scratch with a deterministic seed.
+
+ RFM segment distribution
+ {{ rfm_bar|safe }}
+
+ Churn rate by plan tier
+ {{ churn_bar|safe }}
+
+ Monthly signups
+ {{ signups|safe }}
+
+ Pages
+
+{% endblock %}
diff --git a/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/kpi.html.j2 b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/kpi.html.j2
new file mode 100644
index 0000000..38dc1cc
--- /dev/null
+++ b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/kpi.html.j2
@@ -0,0 +1,16 @@
+{% extends "base.html.j2" %}
+{% set current_page = "kpi" %}
+{% block title %}KPI overview · data-analytics-demo{% endblock %}
+{% block content %}
+ KPI overview
+ Operational headlines drawn directly from the dbt marts.
+
+ Monthly signups
+ {{ signups|safe }}
+
+ Paid invoice volume
+ {{ paid_area|safe }}
+
+ Cohort retention
+ {{ cohort_heatmap|safe }}
+{% endblock %}
diff --git a/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/rfm.html.j2 b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/rfm.html.j2
new file mode 100644
index 0000000..f9c3b3e
--- /dev/null
+++ b/packages/data-analytics-demo/src/data_analytics_demo/dashboard/templates/rfm.html.j2
@@ -0,0 +1,16 @@
+{% extends "base.html.j2" %}
+{% set current_page = "rfm" %}
+{% block title %}RFM segmentation · data-analytics-demo{% endblock %}
+{% block content %}
+ RFM segmentation
+ Customers grouped by Recency / Frequency / Monetary quintiles. Source mart: rfm_segments.
+
+ Segment distribution
+ {{ rfm_bar|safe }}
+
+ Recency × Frequency × Monetary
+ {{ rfm_scatter|safe }}
+
+ Per-segment economics
+ {{ rfm_table|safe }}
+{% endblock %}
diff --git a/packages/data-analytics-demo/tests/test_dashboard.py b/packages/data-analytics-demo/tests/test_dashboard.py
new file mode 100644
index 0000000..92ecd6a
--- /dev/null
+++ b/packages/data-analytics-demo/tests/test_dashboard.py
@@ -0,0 +1,100 @@
+"""Tests for the self-built dashboard generator (T-09 / AC-5.1〜5.4)."""
+
+from __future__ import annotations
+
+import os
+from pathlib import Path
+
+import pytest
+
+from data_analytics_demo.dashboard import render
+from data_analytics_demo.data import generate
+
+try:
+ from dbt.cli.main import dbtRunner
+
+ DBT_AVAILABLE = True
+except ImportError:
+ DBT_AVAILABLE = False
+
+
+def _materialize_marts(tmp_path: Path) -> Path:
+ duckdb_path = tmp_path / "analytics.duckdb"
+ generate.main(
+ n_customers=300,
+ n_subscriptions=600,
+ n_events=6_000,
+ n_invoices=900,
+ seed=42,
+ output_path=duckdb_path,
+ )
+ pkg_root = Path(__file__).resolve().parent.parent
+ dbt_dir = pkg_root / "dbt_project"
+ os.environ["DBT_DUCKDB_PATH"] = str(duckdb_path)
+ runner = dbtRunner()
+ result = runner.invoke(
+ [
+ "run",
+ "--project-dir",
+ str(dbt_dir),
+ "--profiles-dir",
+ str(dbt_dir),
+ "--quiet",
+ ]
+ )
+ if not result.success:
+ raise RuntimeError(f"dbt run failed: {result.exception}")
+ return duckdb_path
+
+
+@pytest.fixture(scope="module")
+def materialized_warehouse(tmp_path_factory: pytest.TempPathFactory) -> Path:
+ if not DBT_AVAILABLE:
+ pytest.skip("dbt not importable")
+ return _materialize_marts(tmp_path_factory.mktemp("dashboard"))
+
+
+# ---- AC-5.1: `make dashboard` produces static HTML ------------------------
+
+def test_ac_5_1_renders_all_pages(materialized_warehouse: Path, tmp_path: Path) -> None:
+ out = tmp_path / "build"
+ written = render.main(duckdb_path=materialized_warehouse, build_dir=out)
+ assert written == out
+ for page in ("index", "rfm", "churn", "kpi"):
+ path = out / f"{page}.html"
+ assert path.exists(), f"missing {page}.html"
+ content = path.read_text(encoding="utf-8")
+ assert content.startswith(""), f"{page}.html not valid HTML"
+
+
+# ---- AC-5.2: ≥ 3 sections in output ---------------------------------------
+
+def test_ac_5_2_index_includes_required_sections(
+ materialized_warehouse: Path, tmp_path: Path
+) -> None:
+ out = tmp_path / "build"
+ render.main(duckdb_path=materialized_warehouse, build_dir=out)
+ index = (out / "index.html").read_text(encoding="utf-8")
+ assert "RFM segment distribution" in index
+ assert "Churn rate by plan tier" in index
+ assert "Monthly signups" in index
+
+
+# ---- AC-5.3: connects to same analytics.duckdb ----------------------------
+
+def test_ac_5_3_uses_provided_duckdb(materialized_warehouse: Path, tmp_path: Path) -> None:
+ out = tmp_path / "build"
+ render.main(duckdb_path=materialized_warehouse, build_dir=out)
+ # Headline metric block reflects the seeded data sizing (300 customers).
+ index = (out / "index.html").read_text(encoding="utf-8")
+ assert ">300<" in index, "customer count should match seeded data"
+
+
+# ---- AC-5.4: missing duckdb → fail with clear error ----------------------
+
+def test_ac_5_4_missing_warehouse_raises(tmp_path: Path) -> None:
+ with pytest.raises(FileNotFoundError, match="warehouse not found"):
+ render.main(
+ duckdb_path=tmp_path / "does_not_exist.duckdb",
+ build_dir=tmp_path / "build",
+ )