feat(preferences): Add “Collection Preferences” page with role-gated access #7464

Gitesh307 · 2025-10-01T01:24:46Z

This PR introduces a new feature Collection Preferences page that consolidates collection-level settings such as picklists, attachments, tree management, statistics, Specify Network integration, and catalog number inheritance. Updated localization handling to use explicit function calls, resolving scanner issues. No database changes; existing preferences migrate automatically at the collection level.

Checklist

Self-review the PR after opening it to make sure the changes look good and
self-explanatory (or properly documented)
Add relevant issue to release milestone

Testing instructions

Verify the new Collection Preferences menu is visible only to authorized roles, settings can be saved and persist per collection.
Modify values in each section, ensure they save and persist after reload, and verify that the Reset button restores defaults correctly.

Test each option and verify application behavior responds to the setting

General

Scope "Entire Table" Picklists
Make Attachments Public By Default

Tree Management

If enabled, this allows users to add children to synonymized parents and to synonymize a node with children.

Statistics

Show Preparation Totals
Auto-Refresh Rate (Hours)
The following two cannot really be tested at the moment...
GBIF Publishing Organization Key
GBIF Data Set Key

Catalog Number Inheritance

Enable Catalog number Inheritance From Primary Collection Object
Enable Catalog number Inheritance From Parent Collection Object

… issue-6843

Triggered by 30c35c6 on branch refs/heads/issue-6843

… issue-6843

Triggered by 95c7c50 on branch refs/heads/issue-6843

…s.tsx Co-authored-by: Copilot <[email protected]>

This reverts commit e7c7afe.

… issue-6843

@CarolineDenis

Suggested by @CarolineDenis

Triggered by 86a8e33 on branch refs/heads/issue-6843

Triggered by 5d91e20 on branch refs/heads/issue-6843

specifyweb/backend/trees/extras.py

CarolineDenis · 2025-11-12T15:51:59Z

specifyweb/frontend/js_src/lib/components/Preferences/index.tsx

+            const props = {
+              className: `
+                flex items-start gap-2 md:flex-row flex-col
+                ${canEdit ? '' : '!cursor-not-allowed'}


is this secure enough?

That just affects cursor/UX. The real permission check comes from canEdit flowing into the ReadOnlyContext, which disables the inputs and prevents writes. That matches how the existing user-preferences UI enforces permissions, and the server still validates everything, so the security level is the same as production.

grantfitzsimmons

Verify the new Collection Preferences menu is visible only to authorized roles, settings can be saved and persist per collection.

After looking at this some more, can you provide some more insight here? It seems like we need to expand or clarify the permission for CollectionPreferences as this is not explicitly added as an option.

What is the criteria for "authorized roles" in this case?

Modify values in each section, ensure they save and persist after reload, and verify that the Reset button restores defaults correctly.

General

Scope "Entire Table" Picklists

With this enabled (same behavior with or without this checked):

Seems not to take effect. Have you been able to demonstrate this? Can you add screenshots?

Make Attachments Public By Default

Tree Management

Confirmed by creating synonyms for nodes with children and added children under existing and new synonyms.

Statistics

Show Preparation Totals
Auto-Refresh Rate (Hours)

The following two cannot really be tested at the moment... I think we should consider hiding these from the UI (commented out) but keeping the localized strings? We need to demonstrate or understand how these are being used... 🤷

GBIF Publishing Organization Key
GBIF Data Set Key

Catalog Number Inheritance

COGs

Enable Catalog number Inheritance From Primary Collection Object

Being resolved in #7539, can be addressed outside of this PR.

Components

Enable Catalog number Inheritance From Parent Collection Object

Works 😄

Gitesh307 · 2025-11-13T17:22:26Z

@grantfitzsimmons For the Picklist I am able to achieve the exact behaviour
With scope entire table pick list checked I am getting:

With scope entire table pick list unchecked :

Can you just try with clearing browser cache every time you check or uncheck the checkbox?

For accessibility

Institution Admin / Collection Admin: Those roles get the wildcard %/% policy plus full table permissions that means they have the access to the collection preferences by default
I have added the option to set the collection preferences access for users if they explicitly have the App Resources edit permission.

…e permissions

Triggered by 0964161 on branch refs/heads/issue-7440

grantfitzsimmons · 2025-11-14T17:13:51Z

From my earlier comment:

The following two cannot really be tested at the moment... I think we should consider hiding these from the UI (commented out) but keeping the localized strings? We need to demonstrate or understand how these are being used... 🤷

Will review soon!

grantfitzsimmons · 2025-11-14T17:19:45Z

@Gitesh307 Can you fix the conflicts? 224 commits behind now

emenslin

Verify the new Collection Preferences menu is visible only to authorized roles, settings can be saved and persist per collection.
Modify values in each section, ensure they save and persist after reload, and verify that the Reset button restores defaults correctly.

Test each option and verify application behavior responds to the setting

General

Scope "Entire Table" Picklists
Make Attachments Public By Default

Tree Management

If enabled, this allows users to add children to synonymized parents and to synonymize a node with children.

Statistics

Show Preparation Totals
Auto-Refresh Rate (Hours)
The following two cannot really be tested at the moment...
GBIF Publishing Organization Key
GBIF Data Set Key

Catalog Number Inheritance

Enable Catalog number Inheritance From Primary Collection Object
Enable Catalog number Inheritance From Parent Collection Object

Generally the functionality seems to be working but I did run into some issues.

First thing I noticed was that Catalog number inheritance appears twice on the side bar

Also under the catalog number inheritance section shouldn't there be a 'Component' heading above the Parent Collection Object checkbox?

Trees are not sorted properly
Issue branch:

Main:

@emenslin Fixed in the latest commit. Can you take another look?

Triggered by 9e574a6 on branch refs/heads/issue-6843

emenslin

Verify the new Collection Preferences menu is visible only to authorized roles, settings can be saved and persist per collection.
Modify values in each section, ensure they save and persist after reload, and verify that the Reset button restores defaults correctly.

Test each option and verify application behavior responds to the setting

General

Scope "Entire Table" Picklists
Make Attachments Public By Default

Tree Management

If enabled, this allows users to add children to synonymized parents and to synonymize a node with children.

Statistics

Show Preparation Totals
Auto-Refresh Rate (Hours)
The following two cannot really be tested at the moment...
GBIF Publishing Organization Key
GBIF Data Set Key

Catalog Number Inheritance

Enable Catalog number Inheritance From Primary Collection Object
Enable Catalog number Inheritance From Parent Collection Object

Looks good, my previous issues with catalog number inheritance were fixed. I did notice though that now the default sorting for trees is name but it should be Rank ID.

Issue branch:

11-18_08.32.mp4

Main:

11-18_08.34.mp4

Triggered by e908ed4 on branch refs/heads/issue-6843

Triggered by 96c6e43 on branch refs/heads/issue-7440

grantfitzsimmons and others added 30 commits June 30, 2025 20:56

Add renderer for taxon tree def items

5dea652

Add threshold rank preference

444b04f

Update preferences.ts

3c25958

Merge branch 'issue-6841' into issue-6843

c6e17cc

Update Renderers.tsx

cc2fbe6

Merge branch 'issue-6843' of https://github.com/specify/specify7 into…

4bb52d5

… issue-6843

Update remotePrefs.test.ts.snap

2ae8497

Update renderer to be generic across tree tables

8806806

Use user preference instead of remotePref

c760d44

Remove unused imports

25217bf

Update Renderers.tsx

30c35c6

Lint code with ESLint and Prettier

e80d3b7

Triggered by 30c35c6 on branch refs/heads/issue-6843

Correct description

68a187d

Merge branch 'issue-6843' of https://github.com/specify/specify7 into…

95c7c50

… issue-6843

Lint code with ESLint and Prettier

d18394c

Triggered by 95c7c50 on branch refs/heads/issue-6843

Remove unused function

539027d

Update specifyweb/frontend/js_src/lib/components/Preferences/Renderer…

430e743

…s.tsx Co-authored-by: Copilot <[email protected]>

Remove 'none' option

e7c7afe

Update preferences.ts

fa71563

Revert "Remove 'none' option"

bbd714b

This reverts commit e7c7afe.

Merge branch 'issue-6843' of https://github.com/specify/specify7 into…

f7357dd

… issue-6843

Update preferences.ts

098d361

Merge branch 'issue-6841' into issue-6843

74ff3cb

Use RA<>

48314b3

Suggested by @CarolineDenis

Order ranks

86a8e33

Lint code with ESLint and Prettier

4f08ce2

Triggered by 86a8e33 on branch refs/heads/issue-6843

Merge branch 'main' into issue-6843

77bf41a

Merge branch 'main' into issue-6843

5d91e20

Lint code with ESLint and Prettier

7a2eff4

Triggered by 5d91e20 on branch refs/heads/issue-6843

Merge branch 'main' into issue-6843

d7632f6

CarolineDenis reviewed Nov 12, 2025

View reviewed changes

specifyweb/backend/trees/extras.py Show resolved Hide resolved

CarolineDenis reviewed Nov 12, 2025

View reviewed changes

CarolineDenis requested a review from a team November 12, 2025 17:16

grantfitzsimmons requested changes Nov 13, 2025

View reviewed changes

Gitesh307 added 2 commits November 13, 2025 21:16

Collection Preferences menu visibility based on roles and App Resourc…

0964161

…e permissions

Lint code with ESLint and Prettier

da5271a

Triggered by 0964161 on branch refs/heads/issue-7440

Gitesh307 requested a review from grantfitzsimmons November 14, 2025 02:27

emenslin requested changes Nov 14, 2025

View reviewed changes

Iwantexpresso self-requested a review November 14, 2025 19:44

Gitesh307 and others added 9 commits November 14, 2025 16:29

Fix catalog inheritance sidebar entry and show Component heading

8b8f0c2

Merge branch 'issue-7445' into issue-7440

63b2cc7

Restrict tree rank preference options to the active definition

6dcc0f9

installed ts-node devDependancy

a995792

installed required dependancy

b239180

Filter tree rank preference options

9e574a6

Lint code with ESLint and Prettier

f79c6c0

Triggered by 9e574a6 on branch refs/heads/issue-6843

Merge remote-tracking branch 'origin/issue-7445' into issue-7440

ec1864b

changed default value to name for Ordering the trees

044b1df

Gitesh307 requested a review from emenslin November 17, 2025 01:09

emenslin requested changes Nov 18, 2025

View reviewed changes

Gitesh307 and others added 4 commits November 18, 2025 12:19

Merge branch 'main' into issue-6843

e908ed4

Lint code with ESLint and Prettier

f454e18

Triggered by e908ed4 on branch refs/heads/issue-6843

Merge branch 'issue-6843' into issue-7440

96c6e43

Lint code with ESLint and Prettier

fa688af

Triggered by 96c6e43 on branch refs/heads/issue-7440

CarolineDenis removed this from the 7.12.0 milestone Dec 19, 2025

CarolineDenis closed this Dec 19, 2025

github-project-automation bot moved this from Dev Attention Needed to ✅Done in General Tester Board Dec 19, 2025

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feat(preferences): Add “Collection Preferences” page with role-gated access #7464

feat(preferences): Add “Collection Preferences” page with role-gated access #7464

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Gitesh307 commented Oct 1, 2025 •

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feat(preferences): Add “Collection Preferences” page with role-gated access #7464

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General

Tree Management

Statistics

Catalog Number Inheritance

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Catalog Number Inheritance

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Gitesh307 commented Nov 13, 2025 • edited Loading Uh oh! There was an error while loading. Please reload this page.

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Gitesh307 commented Oct 1, 2025 •

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