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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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