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PSA/ee/docs/plans/2026-04-16-service-request-template-starter-pack/SCRATCHPAD.md
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Initial import of AlgaPSA codebase from PSA server 
Excluded: .git, node_modules, secrets/, compose.env, assemblyscript tgz

Source: /opt/alga-psa on psa.joliet.tech
2026-06-22 16:12:17 -05:00

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Scratchpad — Service Request Template Starter Pack

  • Plan slug: service-request-template-starter-pack
  • Created: 2026-04-16

Decisions

  • (2026-04-16) Expand the CE starter pack to six common MSP service templates.
  • (2026-04-16) Use process-style names for the template and default definition metadata.
  • (2026-04-16) In the management UI, selecting an example should create the draft and navigate directly to its editor instead of just returning to the list.
  • (2026-04-16) Keep the pack vendor-neutral overall with a light Microsoft 365 bias where natural.
  • (2026-04-16) Use balanced forms rather than minimal or highly prescriptive forms.
  • (2026-04-16) Include only lightweight approval-ish fields such as justification, needed-by date, and occasional manager name.
  • (2026-04-16) Leave category_id unset for all built-in templates because category assignment currently depends on tenant-scoped service_categories rows.

Discoveries / Constraints

  • (2026-04-16) Template drafts can only prefill metadata.categoryId, not a portable category name.
  • (2026-04-16) Service request definitions reuse service_categories for category linkage and publish-time category-name snapshots.
  • (2026-04-16) Auto-creating or name-matching categories during template instantiation would couple starter templates to tenant billing/service category data.
  • (2026-04-16) The CE-safe basic field types are short-text, long-text, select, checkbox, date, and file-upload.
  • (2026-04-16) Added app-window to the service request icon catalog so the Software / License template has a selectable editor icon, not just a renderable stored value.
  • (2026-04-16) The service request provider registry stores built-ins in a global singleton. In a long-lived dev server, hot reload could preserve a stale ce-starter-pack provider instance with only one template until the registry was refreshed.

Commands / Runbooks

  • Inspect current starter templates:
    • rg -n "starterTemplateProvider|listServiceRequestTemplateOptions|createServiceRequestDefinitionFromTemplate" server/src
  • Run focused service request tests:
    • cd server && set -a && source ../.env.localtest && set +a && npx vitest run src/test/unit/service-requests/providerRegistry.unit.test.ts src/test/unit/service-requests/starterTemplateProvider.unit.test.ts src/test/integration/serviceRequestDefinitionManagement.integration.test.ts src/test/integration/serviceRequestTemplateInstantiation.integration.test.ts

Validation

  • (2026-04-16) Focused service request tests passed:
    • src/test/unit/service-requests/providerRegistry.unit.test.ts
    • src/test/unit/service-requests/starterTemplateProvider.unit.test.ts
    • src/test/integration/serviceRequestDefinitionManagement.integration.test.ts
    • src/test/integration/serviceRequestTemplateInstantiation.integration.test.ts
  • (2026-04-16) Added a provider-registry regression test to verify built-ins refresh over stale singleton state during dev-style reloads.
  • (2026-04-16) Added a management-page unit test covering example selection -> draft creation -> router navigation to the new definition.

Links / References

  • CE starter template provider: server/src/lib/service-requests/providers/builtins/starterTemplateProvider.ts
  • Template instantiation path: server/src/lib/service-requests/definitionManagement.ts
  • Basic form schema validation: server/src/lib/service-requests/basicFormBuilder.ts
  • Original service request PRD: ee/docs/plans/2026-03-29-service-request-definitions/PRD.md
  • Design doc: docs/plans/2026-04-16-service-request-template-starter-pack-design.md