TenantAtlas/specs/015-policy-picker-ux/plan.md
Ahmed Darrazi 5f1f3b0bfd feat: improve backup policy picker UX
- Replace Add Policies picker with a modal table (filters + multi-select + select-all filtered)

- Add has-versions filter and external id short display

- Group row actions and add bulk remove for backup items

- Add/adjust tests for picker and bulk remove
2026-01-02 14:58:10 +01:00

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.