# Feature COMMS-413 - Administration of document types

Project: Stream Communicator
Status: closed
URL: https://community.openproject.org/work_packages/COMMS-413

## Planning

| Attribute | Value |
| --- | --- |
| Date |  |
| Priority | Medium |
| Target versions | 17.0.0 |
| Sprint |  |
| Backlog bucket |  |
| Votes |  |
| List |  |
| Roadmap |  |
| Relevance |  |

## OPEN POINTS / FEEDBACK

_No work packages_

## Features and Chunks

| ID | Subject | Type | Status | Assignee | Target versions | Spent time |
| --- | --- | --- | --- | --- | --- | --- |
| COMMS-437 | Remove the blankslate redirect in the old File categories page | Feature | specified |  |  |  |
| COMMS-538 | Add document types admin page | Implementation | closed |  | 17.0.0 |  |
| COMMS-548 | Deprecate document categories admin UI | Implementation | closed |  | 17.0.0 |  |

## Bugs and other work packages

| ID | Type | Subject | Status | Assignee | Target versions | Spent time | Module |
| --- | --- | --- | --- | --- | --- | --- | --- |
| COMMS-563 | Bug | Documents admin page: "+Type" button has a wrong label ("+Add") | closed |  | 17.6.0 |  | Modules and project features / Documents, Administration |
| COMMS-549 | Bug | Label for the admin document types reflects "priorities" instead of "types" in it's messaging | closed |  | 17.6.0 |  | Modules and project features / Documents, Administration |
| COMMS-564 | Bug | Documents administration: Double line in more menu when only 1 type left | closed |  | 17.7.0 |  | Modules and project features / Documents, Administration |

## Technical Details

| Attribute | Value |
| --- | --- |
| Module | Modules and project features / Documents |
| Feature Flag |  |
| Requires doc change | Yes |
| Enterprise plan |  |

## Details

| Attribute | Value |
| --- | --- |
| Pull preview |  |
| Mockups | https://www.figma.com/design/d3zhm0R0pjHJvQd3XTlxuS/New-Documents-module?node-id=1700-9356&t=CvlDtS9S4l9X36ZX-4 |
| Accessibility | No |

## People

| Attribute | Value |
| --- | --- |
| Assignee |  |
| Accountable |  |
| Product manager |  |
| Developers | Kabiru Mwenja |
| Designer | Parimal Satyal |
| Ordered by |  |
| Signed off by |  |
| Interest by |  |

## Estimates and progress

| Attribute | Value |
| --- | --- |
| PD (min) |  |
| PD (max) |  |
| Work |  |
| Labor costs |  |

## Description

### Acceptance Criteria

  - Add a new menu entry in Administration called "Documents"
    
      - It has two tabs (<mention class="mention" data-id="72513" data-type="user" data-text="@Parimal Satyal">@Parimal Satyal</mention>: we need to adopt the wireframes)
        
          - Types
        
          - Real time collaboration (specified in <mention class="mention" data-id="68732" data-type="work_package" data-text="##68732">\#\#68732</mention> )

  - The **Types** tab
    
      - It will list document types
    
      - There is a "+ Type" primary button in the sub-header to add new types
        
          - This points to a create form (the same as the edit form but with nothing pre-filled)
    
      - A BorderBoxTable lists all available types (a minor modification to what has already been implemented to Document categories today), with two columns:
        
          - Name (links to the edit page for that type)
        
          - Documents (this lists the number of documents of this type)
    
      - The default type has a 'Default' label next to it.
    
      - Each type has a More (⋯) menu with these options:
        
          - Edit (same action as clicking the name)
        
          - ~~Make default (makes this the default type)~~
        
          - Move options depending on position (Move to top; move up; move down; move to bottom)
        
          - Delete
    
      - When deleting a type, there are three possibilities:
        
          - The type is currently used: show a [Danger Dialog](https://qa.openproject-edge.com/lookbook/pages/components/danger_dialog) (warning) that lets the user reassign documents currently using the type to a new type
        
          - The type is currently unused: a similar [Danger Dialog](https://qa.openproject-edge.com/lookbook/pages/components/danger_dialog) (warning)
        
          - Is the last available type: a [Feedback Dialog](https://qa.openproject-edge.com/lookbook/pages/components/feedback_dialog_and_feedback_message) (~~without an icon~~)
    
      - The edit screen of a type only has two settings, the same as document categories currently:
        
          - Name (text field)
        
          - Active (checkbox)
    
      - In Administration → Files → Categories,
        
          - Use a Blankslate to indicate that document categories have moved to Documents → Types, with a link.
        
          - Remove this page completely after a few releases: \#\#
        
        <br>

**Permissions and visibility considerations**

Only admins can modify document types.

**Translation considerations**

none

**Out of scope**

  - Additional tabs in the 'Documents' entry in Administration:
    
      - BlockNote (BlockNote settings)
    
      - Collaboration (for Hocuspocus server settings)