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This enhancement aims to allow users to create the new resources via API. The feature will after used in the setup panel when starting SP for the first time.
Draft Requirements
Create one API for each resource
Scoping Considerations
We cannot create a new Institution/Division/Discipline/Collection without creating the appropriate records scoped to each level in that hierarchy. For a good idea of what the table scoping in Specify looks like, see this document.
You can read about which trees need to be created at each level in #4976. This should be fully analyzed by a developer before moving forward:
When creating a new institution, for example, you need to create:
Initial Specify user
Storage tree
When creating a new division, for example, you need to create:
An agent for the user creating the division (as agents are scoped at this level)
App resource directories
When creating a discipline, you need to pre-populate:
Schema configuration (based on discipline)
Geography, Taxon, Tectonic Unit, Lithostratigraphy, and Chronostratigraphy trees
App resource directories
When creating a new collection, for example, you need to pre-populate:
Pick lists
Prep types
App resource directories
These are just some of the many considerations to keep in mind, so I expect to create additional issues outlining these in the future.
First Run
The user must provide the necessary information for institution creation:
The user can enter information about the institution:
Name
Code
Address
City
State
Country
Zip Code
Phone
Define the accession scope (global or divisional)
Define if Geography tree is global
The user can enter information about the division:
Name
Code
The user can enter information about the discipline:
The user can enter information about the collection:
Name
Code
Catalog Number Format (MVP; there should be a picklist of default field formats for the catalog number from which the user can choose. Ideally, this would integrate the visual editor once Add support for customizing field formats #23 is closed.)
Create an admin user:
Username
Password
Agent (in the current division)
Once completed, the user is directed to the home page.
Requested Changes
Create a new route for the institution, division, discipline, collection, and admin user creation during signup.
The text was updated successfully, but these errors were encountered:
Summary
This enhancement aims to allow users to create the new resources via API. The feature will after used in the setup panel when starting SP for the first time.
Draft Requirements
Scoping Considerations
We cannot create a new Institution/Division/Discipline/Collection without creating the appropriate records scoped to each level in that hierarchy. For a good idea of what the table scoping in Specify looks like, see this document.
You can read about which trees need to be created at each level in #4976. This should be fully analyzed by a developer before moving forward:
When creating a new institution, for example, you need to create:
When creating a new division, for example, you need to create:
When creating a discipline, you need to pre-populate:
When creating a new collection, for example, you need to pre-populate:
These are just some of the many considerations to keep in mind, so I expect to create additional issues outlining these in the future.
First Run
The user must provide the necessary information for institution creation:
Requested Changes
The text was updated successfully, but these errors were encountered: