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Consolidate Setup Tool, Configuration Tool, and Preloaded Tree Creation #7673

@CarolineDenis

Description

@CarolineDenis

Goal
Unify the setup flow, configuration tooling, and tree creation (preloaded or empty) into a single pr.

1. Setup Flow
Setup Forms

  • All setup forms must display correctly in both light mode and dark mode (based on system settings).
  • Users can only progress to the next form once all required fields are completed.
  • User selections must be reflected in the Overview sidebar in real time.
  • The setup flow must be submittable at the end.
  • Users must be able to log into the database after setup completes.

Default Data & Configuration

  • Default schema configuration captions and descriptions must be populated (not blank).
  • Default picklists must be created correctly.
    • Note: The Agent Type picklist does not exist in the schema config, this is expected.
  • Default preparation types must be created correctly.
  • All tree viewer pages must load without errors.
  • The admin user’s agent must be created correctly and must always include a last name.
  • An empty Global Preferences file must be created in App Resources.

Known Issue (Out of Scope):
The Accounts page and Stats page currently throw errors. These will be addressed separately in
Check default database constraint differences between Sp6 and Sp7 (#7551).

2. Tree Configuration During Setup
Storage Tree

  • Users must be able to modify the storage tree configuration during setup.
  • Changes must be correctly reflected in the application after setup.

Geography Tree

  • Users must be able to modify the geography tree configuration during setup.
  • Both options must work:
    Preloaded tree
    Empty tree

Taxon Tree

  • Users must be able to select a preloaded default tree when one exists.
  • The selected tree must be correctly preloaded and visible when the app opens.

Geology Discipline

  • Relevant tectonic and chronostratigraphic (chrono) trees must be created automatically.

3. Tree Viewer: Preloaded & Empty Trees

  • Users can create an empty tree from the tree viewer.
  • Users can modify rank configuration in the tree viewer.
  • Users can create a preloaded tree from the tree viewer.
  • Empty trees now have an upload button. The Upload Tree icon under root creation must work as expected.
  • Users can delete a rank with no associated nodes.
  • If ranks are deleted and a tree is then loaded, the tree configuration must be respected.
  • Users receive notifications for:
    Tree creation start
    Successful completion
    Errors or cancellation

4. Configuration Tool
Institution Tree Viewer

  • Users can click and drag to view all nodes in the institution tree.
  • Clicking a resource node opens the resource form.
  • Users can:
    • Edit a resource
    • Create new resources
    • Delete collections (created in 7)
  • Users can collapse and expand sections in the left panel.
  • Users can switch between vertical and horizontal views in the institution tree viewer.

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