Skip to content

Manage Dataset Templates Integration #908

Merged
jp-tosca merged 53 commits into
developfrom
TemplateUI
Jun 2, 2026
Merged

Manage Dataset Templates Integration #908
jp-tosca merged 53 commits into
developfrom
TemplateUI

Conversation

@ChengShi-1
Copy link
Copy Markdown
Contributor

@ChengShi-1 ChengShi-1 commented Jan 14, 2026

What this PR does / why we need it

We have api and use cases for get/create/delete template, we are able to integrate things related to these use cases.
Collection page -> Edit button -> Dataset Templates

Which issue(s) this PR closes:

Special notes for your reviewer:

Suggestions on how to test this:

Test Template use in dataset

Empty State
image

Create Dataset Template
image

After creating it successfully, it's supposed to jump to Edit Terms page, but because of a lack of API now, we cannot edit terms here, but I have a mock page here.
image

Manage Templates ( you could sort the list by name, date and usage, if you click the table's headers)
PS, make a default, edit templates are not implemented
image

When you click the "eye"(view) icon, there is a modal of Dataset Template Preview
image

When you click the Delete icon, there is a modal of Delete Template
image

When you click copy, it should give you a copy template and refresh the table automatically so you could see it soon.

Create a nested collection inside Root collection, you will have a Edit permission to current collection, and only view permission to root collection's templates.
image

Is there a release notes or changelog update needed for this change?:

Yes

Additional documentation:

Related PR for editing template #954

@ChengShi-1 ChengShi-1 linked an issue Jan 14, 2026 that may be closed by this pull request
@github-actions github-actions Bot added FY26 Sprint 14 FY26 Sprint 14 (2025-12-31 - 2026-01-14) GREI Re-arch GREI re-architecture-related SPA labels Jan 14, 2026
@ChengShi-1 ChengShi-1 added Size: 10 A percentage of a sprint. 7 hours. Original size: 10 GREI Re-arch GREI re-architecture-related FY26 Sprint 15 FY26 Sprint 15 (2026-01-14 - 2026-01-28) and removed GREI Re-arch GREI re-architecture-related SPA FY26 Sprint 14 FY26 Sprint 14 (2025-12-31 - 2026-01-14) labels Jan 14, 2026
@ChengShi-1 ChengShi-1 added the SPA label Jan 14, 2026
@coveralls
Copy link
Copy Markdown

coveralls commented Jan 14, 2026

Coverage Status

coverage: 97.389% (-0.1%) from 97.535% — TemplateUI into develop

@ChengShi-1 ChengShi-1 moved this to In Progress 💻 in IQSS Dataverse Project Jan 15, 2026
@ChengShi-1 ChengShi-1 self-assigned this Jan 15, 2026
@cmbz cmbz added the FY26 Sprint 21 FY26 Sprint 21 (2026-04-08 - 2026-04-22) label Apr 8, 2026
@cmbz cmbz added the FY26 Sprint 22 FY26 Sprint 22 (2026-04-22 - 2026-05-06) label Apr 22, 2026
@jp-tosca jp-tosca self-assigned this May 6, 2026
@jp-tosca jp-tosca moved this from Ready for QA ⏩ to QA ✅ in IQSS Dataverse Project May 6, 2026
@cmbz cmbz added the FY26 Sprint 23 FY26 Sprint 23 (2026-05-06 - 2026-05-20) label May 6, 2026
@cmbz cmbz added the FY26 Sprint 24 FY26 Sprint 24 (2026-05-20 - 2026-06-03) label May 21, 2026
@ChengShi-1
Copy link
Copy Markdown
Contributor Author

Hi @jp-tosca , it's ready for QA now, and all checks are passing

@jp-tosca
Copy link
Copy Markdown
Contributor

jp-tosca commented Jun 1, 2026

@jggautier We had a brief meeting about this PR and would appreciate your thoughts.

@jggautier
Copy link
Copy Markdown
Contributor

jggautier commented Jun 1, 2026

@jggautier We had a brief meeting about this PR and would appreciate your thoughts.

Heya @jp-tosca. Phil asked if I wanted to join a Zoom meeting today about templates, but it sounds like the meeting was over before I replied.

What about the PR should I check out?

@pdurbin
Copy link
Copy Markdown
Member

pdurbin commented Jun 1, 2026

To summarize, here is my suggestion: to use a different symbol and color for "required by the template" vs "required by the collection" (the latter is dynamic, as we saw). I was saying † (sword/dagger) or ‡ (double dagger) on the call and that's what I prefer but in this mockup I'm using a lightning bolt (it's what I could quickly find in Bootstrap 😅 ):

Screenshot 2026-06-01 at 2 54 39 PM

Also, a dagger or whatever is helpful when it's on fields that don't vary. Maybe a lab wants to always have the same contact email address or whatever.

Also, it's a long page with a lot of fields! Having a dagger on a field way down at the bottom could be useful for someone who can't remember (or never looked, if it's a different person!) what's required or not for the collection. Maybe "Funding Information" halfway down, for example, is always required and always the same (and therefore a good candidate for hard-coding in a template).

@jggautier
Copy link
Copy Markdown
Contributor

jggautier commented Jun 1, 2026

Ah thanks for letting me know on Slack that this is what JP was referring to.

I haven't been watching this PR closely and I'm not really familiar with how or how well templates have been working for users of the JSF version of Dataverse, so I have more questions than suggestions 😅

But it looks we're considering changes related to how people creating and editing templates are made aware of what fields are required and when. Is that right?

@jp-tosca
Copy link
Copy Markdown
Contributor

jp-tosca commented Jun 2, 2026

Done with this @ChengShi-1 please open the issue if you have not done so yet for the follow-up about the required fields.

@jp-tosca jp-tosca merged commit d69d99d into develop Jun 2, 2026
11 of 15 checks passed
@github-project-automation github-project-automation Bot moved this from QA ✅ to Merged 🚀 in IQSS Dataverse Project Jun 2, 2026
@jp-tosca jp-tosca removed their assignment Jun 2, 2026
@pdurbin pdurbin moved this from Merged 🚀 to Done 🧹 in IQSS Dataverse Project Jun 3, 2026
@pdurbin pdurbin moved this from Done 🧹 to Merged 🚀 in IQSS Dataverse Project Jun 3, 2026
@pdurbin pdurbin moved this from Merged 🚀 to Done 🧹 in IQSS Dataverse Project Jun 3, 2026
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

FY26 Sprint 15 FY26 Sprint 15 (2026-01-14 - 2026-01-28) FY26 Sprint 16 FY26 Sprint 16 (2026-01-28 - 2026-02-11) FY26 Sprint 17 FY26 Sprint 17 (2026-02-11 - 2026-02-25) FY26 Sprint 18 FY26 Sprint 18 (2026-02-25 - 2026-03-11) FY26 Sprint 20 FY26 Sprint 20 (2026-03-26 - 2026-04-08) FY26 Sprint 21 FY26 Sprint 21 (2026-04-08 - 2026-04-22) FY26 Sprint 22 FY26 Sprint 22 (2026-04-22 - 2026-05-06) FY26 Sprint 23 FY26 Sprint 23 (2026-05-06 - 2026-05-20) FY26 Sprint 24 FY26 Sprint 24 (2026-05-20 - 2026-06-03) GREI Re-arch GREI re-architecture-related Original size: 10 Size: 10 A percentage of a sprint. 7 hours. SPA.Q1.2026.5 Create Template SPA.Q1.2026.6 Manage Template SPA

Projects

Status: Done 🧹

Development

Successfully merging this pull request may close these issues.

Dataset Templates Integration

9 participants