Feature/per project export templates by therealbrad · Pull Request #141 · TestPlanIt/testplanit

therealbrad · 2026-03-19T05:47:32Z

Description

Adds per-project export template assignment and default selection. Admins can now configure which Case Export Templates are available for each project and set a project-specific default. The QuickScript export dialog filters templates to only show those assigned to the current project, with the project default pre-selected. If no templates are assigned, all enabled templates are shown (backward compatible).

Related Issue

Closes #85

Type of Change

Bug fix (non-breaking change that fixes an issue)
New feature (non-breaking change that adds functionality)
Breaking change (fix or feature that would cause existing functionality to change)
Documentation update
Refactoring (no functional changes)
Performance improvement

How Has This Been Tested?

Describe the tests you ran to verify your changes:

Unit tests
Integration tests
E2E tests
Manual testing

Test Configuration:

OS: macOS
Browser (if applicable): Chrome
Node version: 22.x

Manual Test Scenarios

Assign templates to project — Navigate to Project Settings > QuickScript, assign templates via the combobox, save, reload — selections persist
Set project default — Select a default template from the dropdown, save, reload — default persists
Unassign default template — Remove the template set as default, save — default is automatically cleared
Export dialog filtering — Open QuickScript export dialog — only assigned templates appear in the dropdown
Default pre-selection — Open export dialog — project default template is pre-selected
Backward compatibility — Remove all template assignments from a project — export dialog shows all enabled templates
Edge case: all assigned templates disabled — Assign templates, then disable them all in admin — export dialog shows empty state message

Checklist

My code follows the project's style guidelines
I have performed a self-review of my code
I have commented my code, particularly in hard-to-understand areas
I have made corresponding changes to the documentation
My changes generate no new warnings
I have added tests that prove my fix is effective or that my feature works
New and existing unit tests pass locally with my changes
Any dependent changes have been merged and published
I have signed the CLA

Screenshots (if applicable)

Additional Notes

Changes Summary

Schema (schema.zmodel):

Added defaultCaseExportTemplateId nullable FK and defaultCaseExportTemplate relation to Projects model (with onDelete: SetNull)
Added defaultForProjects back-relation on CaseExportTemplate
Updated CaseExportTemplateProjectAssignment access rules to allow project admins (not just system admins) to manage assignments

Admin UI:

New ExportTemplateAssignmentSection component on the Project Settings > QuickScript page
Uses MultiAsyncCombobox for template selection with category/language badges
Separate dropdown for setting the project default (filtered to assigned templates only)
Explicit Save button with delete-all/recreate pattern for assignments

Export Dialog (QuickScriptModal.tsx):

Filters template list to project-assigned templates when assignments exist
Pre-selects with priority: project default > global isDefault > first available
Falls back to all enabled templates when no assignments configured
Shows empty state message when assignments exist but all are disabled/deleted

Translations:

Added new keys under projects.settings.quickScript.exportTemplates (en-US only per project conventions)
Added noAvailableTemplates key under repository.quickScript

Shared component improvement:

Updated MultiAsyncCombobox X button styling to use opacity-70 hover:opacity-100 pattern (matching dialog close button) for better visibility across themes

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

- Added nullable defaultCaseExportTemplateId Int? FK to Projects model - Added defaultCaseExportTemplate CaseExportTemplate? optional relation with onDelete: SetNull - Added defaultForProjects Projects[] back-relation on CaseExportTemplate model - Named relation 'ProjectDefaultExportTemplate' disambiguates from join-table relation

…ltCaseExportTemplate relation - prisma/schema.prisma updated with defaultCaseExportTemplateId FK and relation - lib/hooks updated with new relation metadata - Database schema pushed (nullable column added to Projects table) - OpenAPI spec updated to include new fields

- 25-01-SUMMARY.md created - STATE.md updated with decisions and session info - ROADMAP.md phase 25 marked complete (1/1 plans done) - REQUIREMENTS.md SCHEMA-02 marked complete

@Allow

…ectAssignment - Add @@Allow('create,delete') for users with explicit SPECIFIC_ROLE Project Admin on project - Add @@Allow('create,delete') for users with PROJECTADMIN access assigned to project - Mirrors access pattern from Projects model for consistency - Run pnpm generate to regenerate ZenStack/Prisma artifacts

- Add 26-01-SUMMARY.md with plan execution results - Update STATE.md with progress, decisions, and session info - Update ROADMAP.md progress for phase 26 - Mark ADMIN-01 requirement as complete Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

- Add ExportTemplateAssignmentSection with checkbox list for template assignment - Delete-all/recreate save pattern for assignments - Default template selector (filtered to assigned templates only) - Clears default when unchecked template was the default - Add exportTemplates translation keys to en-US.json quickScript namespace - data-testid="export-template-assignment-section" for testing

…pt page - Import ExportTemplateAssignmentSection component - Add defaultCaseExportTemplateId to project query select - Render ExportTemplateAssignmentSection between toggle card and code repo section

- Add 26-02-SUMMARY.md with component details and decisions - Update STATE.md: session, decisions, metrics - Update ROADMAP.md: phase 26 plans complete - Mark ADMIN-02 requirement complete in REQUIREMENTS.md

- Replace checkbox list with MultiAsyncCombobox for template selection - Add alphabetical sorting by name in template options - Push metadata badges (category, language) to the right in option rows - Add assignedLabel and selectPlaceholder translation keys - Fix MultiAsyncCombobox X button alignment and check icon consistency

- Updated SUMMARY.md with checkpoint approval, UI refinements, and final commit hashes - STATE.md: progress updated to 100%, decisions and session recorded - ROADMAP.md: phase 26 marked complete (2/2 plans)

- Added 'noAvailableTemplates' key under repository.quickScript namespace - Value: 'No available templates. Contact your admin.' - Used when project has assignments configured but all are disabled/deleted

…re-select project default - Fetch project assignments via useFindManyCaseExportTemplateProjectAssignment - Fetch project defaultCaseExportTemplateId via useFindUniqueProjects - filteredTemplates: shows only assigned templates when assignments exist (EXPORT-01) - Fallback: no assignments = all enabled templates shown (EXPORT-03) - defaultTemplate priority: user selection > project default > global isDefault > first (EXPORT-02) - assignmentsExistButEmpty: renders empty state message and disables export button - groupedTemplates updated to use filteredTemplates preserving category grouping

- SUMMARY.md created with task commits, decisions, and deviations - STATE.md updated: progress 100%, decisions, session info - ROADMAP.md updated: Phase 27 complete (1/1 plans) - REQUIREMENTS.md: EXPORT-01, EXPORT-02, EXPORT-03 marked complete

Update three docs to cover the new per-project template assignment feature: - quickscript-templates.md: new "Per-Project Template Assignment" section - projects/quickscript.md: updated template selection behavior and priority - llm-quickscript.md: mention Export Templates in Settings > QuickScript Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

therealbrad · 2026-03-19T14:36:51Z

🎉 This PR is included in version 0.16.28 🎉

The release is available on GitHub release

Your semantic-release bot 📦🚀

therealbrad and others added 20 commits March 18, 2026 22:07

docs(25): create phase plan for default template schema

26491cd

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

docs(25-01): complete default-template-schema plan

a0d6be4

- 25-01-SUMMARY.md created - STATE.md updated with decisions and session info - ROADMAP.md phase 25 marked complete (1/1 plans done) - REQUIREMENTS.md SCHEMA-02 marked complete

docs(phase-25): complete phase execution

8e52c46

docs(26): create phase plan for admin assignment UI

83a47a5

feat(26-02): integrate ExportTemplateAssignmentSection into quickscri…

b6b55c5

…pt page - Import ExportTemplateAssignmentSection component - Add defaultCaseExportTemplateId to project query select - Render ExportTemplateAssignmentSection between toggle card and code repo section

docs(26-02): complete export template assignment UI plan

ba1d6ed

- Add 26-02-SUMMARY.md with component details and decisions - Update STATE.md: session, decisions, metrics - Update ROADMAP.md: phase 26 plans complete - Mark ADMIN-02 requirement complete in REQUIREMENTS.md

docs(26-02): complete export template assignment UI plan

771de08

- Updated SUMMARY.md with checkpoint approval, UI refinements, and final commit hashes - STATE.md: progress updated to 100%, decisions and session recorded - ROADMAP.md: phase 26 marked complete (2/2 plans)

docs(phase-26): complete phase execution

aa762cc

docs(27-export-dialog-filtering): create phase plan

7aeeb85

feat(27-01): add noAvailableTemplates translation key

c96dcd0

- Added 'noAvailableTemplates' key under repository.quickScript namespace - Value: 'No available templates. Contact your admin.' - Used when project has assignments configured but all are disabled/deleted

docs(phase-27): complete phase execution

938a770

therealbrad merged commit 84e50a9 into main Mar 19, 2026
6 checks passed

therealbrad deleted the feature/per-project-export-templates branch March 19, 2026 13:39

therealbrad added the released label Mar 19, 2026

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Feature/per project export templates#141

Feature/per project export templates#141
therealbrad merged 20 commits intomainfrom
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therealbrad commented Mar 19, 2026

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therealbrad commented Mar 19, 2026

Description

Related Issue

Type of Change

How Has This Been Tested?

Manual Test Scenarios

Checklist

Screenshots (if applicable)

Additional Notes

Changes Summary

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therealbrad commented Mar 19, 2026

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