- 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
33 lines
1.3 KiB
Markdown
33 lines
1.3 KiB
Markdown
# Plan: Policy Picker UX (015)
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**Branch**: `015-policy-picker-ux`
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**Date**: 2026-01-02
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**Input**: [spec.md](./spec.md)
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## Goal
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Improve the “Add Policies” picker UX by making option labels self-describing (type/platform/external id) to reduce mistakes with duplicate policy names.
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## Scope
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### In scope
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- Update the “Add Policies” action in the Backup Set items relation manager.
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- Present the picker as a modal table (row selection).
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- Table shows: display name, policy type (human label if available), platform, short external id.
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- Filters: policy type, platform, last synced, ignored, has versions.
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- “Select all” selects the current filtered results.
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- Add a unit/feature test covering the label formatting.
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### Out of scope
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- Adding filters, select-all, new pages, or additional UI flows.
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## Approach
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1. Replace the Select-based picker with a Livewire/Filament table component rendered inside the action modal.
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2. Add the required filters and columns.
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3. Implement a bulk action to add selected policies to the backup set.
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4. Add tests asserting the picker table bulk action works and filters are available.
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4. Run targeted tests and Pint.
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## Success Criteria
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- Picker options are clearly distinguishable for policies with duplicate names.
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- Tests are green.
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