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

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# Plan: Policy Picker UX (015)
**Branch**: `015-policy-picker-ux`
**Date**: 2026-01-02
**Input**: [spec.md](./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.
4. Run targeted tests and Pint.
## Success Criteria
- Picker options are clearly distinguishable for policies with duplicate names.
- Tests are green.