TenantAtlas/specs/015-policy-picker-ux/plan.md
ahmido 76e10fc404 015-policy-picker-ux (#21)
Replaces the “Add Policies” picker with a modal table (search, pagination, multi-select).
Adds filters: policy type, platform, last synced, ignored, has versions; “Select all” applies to the current filtered results.
Improves identifiers shown (short external id), and fixes has-versions filtering behavior.
Backup set items table: groups row actions (View policy / Remove) into an action group.
Adds bulk action to remove multiple backup items at once.
Updates/adds tests covering the picker table bulk add and backup items bulk remove.

Co-authored-by: Ahmed Darrazi <ahmeddarrazi@adsmac.local>
Reviewed-on: #21
2026-01-02 13:59:15 +00:00

1.3 KiB

Plan: Policy Picker UX (015)

Branch: 015-policy-picker-ux Date: 2026-01-02 Input: spec.md

Goal

Improve the “Add Policies” picker UX by making option labels self-describing (type/platform/external id) to reduce mistakes with duplicate policy names.

Scope

In scope

  • Update the “Add Policies” action in the Backup Set items relation manager.
  • Present the picker as a modal table (row selection).
  • Table shows: display name, policy type (human label if available), platform, short external id.
  • Filters: policy type, platform, last synced, ignored, has versions.
  • “Select all” selects the current filtered results.
  • Add a unit/feature test covering the label formatting.

Out of scope

  • Adding filters, select-all, new pages, or additional UI flows.

Approach

  1. Replace the Select-based picker with a Livewire/Filament table component rendered inside the action modal.
  2. Add the required filters and columns.
  3. Implement a bulk action to add selected policies to the backup set.
  4. Add tests asserting the picker table bulk action works and filters are available.
  5. Run targeted tests and Pint.

Success Criteria

  • Picker options are clearly distinguishable for policies with duplicate names.
  • Tests are green.