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[Tagging] Set taxonomy metadata during import #116
Description
Follows #115
"As a global staff user (instance-level super user), when importing a taxonomy, I can set metadata at the time of import"
Acceptance criteria
- Extending the import flow developed in [Tagging] Import a Taxonomy ("Bare Bones") #115 , when users select a .json or .csv file to import, they will next see this ModalDialog:
- The default name should be automatically suggested based on the filename (without extension).
- When users click Next:
- And then Next again, they'll see the "Assign to organizations" tab.
- See Figma for details and requirements.
- If the user chooses to skip this step and assign organizations at a later stage, the taxonomy will be listed on the “No organization” list page.
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- If the user presses Cancel at any point, they'll see this warning:
- If the import succeeds, a toast should inform the user:
- If import errors occur, a nicer and more clear error message will be shown to the user (compared to [Tagging] Import a Taxonomy ("Bare Bones") #115's basic error alert). (See all examples in Figma.)
Developer notes
- The dialog Cancel/Next buttons should just look however they look when the standard Paragon components are used, so that these components are consistent with the rest of the platform/theme. You do not need to use CSS to override the styling to exactly match the mockups.
- Screenshots above are for convenience - Figma is the most up-to-date source for mockups. The scale of UI elements seen in the screenshots above may be incorrect.
- The "Assign to organizations" dialog should be re-usable as we'll need it for story [Tagging] Assign taxonomy to organizations #117 too.
Activity
ChrisChV commentedon Sep 26, 2023
@bradenmacdonald It's missing a REST API for Assign taxonomies to organizations. I think this can be separated together with this missing APIs.
bradenmacdonald commentedon Oct 4, 2023
OK, I created #141 for that, but maybe we can combine it with #136 as you said.
ali-hugo commentedon Oct 12, 2023
@bradenmacdonald Just sharing an updated screenshot for point number 4...
thelmick-unicon commentedon Feb 25, 2026
Gherkin style Acceptance Criteria
Feature: Set taxonomy metadata during import
As an instance-level admin
The user wants to set taxonomy metadata during the import flow
So that the taxonomy is created with the correct name, description, and organization access settings
Clicking the Import button opens the file selector
Given the user is on the Taxonomies page
When the user selects the "Import" control
Then the system opens the file selection dialog
And the user can select a .csv or .json file
After selecting a CSV or JSON file, the user is prompted to name the taxonomy
Given the user is initiating a taxonomy import
When the user selects a .csv or .json file to import
And the user selects the open control
Then a "Name the taxonomy" modal is displayed
And the selected filename is shown in the modal
And the modal includes a "Taxonomy name" field
And the modal includes Next and Cancel controls
Default taxonomy name is suggested from the filename without the extension
Given the user has selected a file named "Lightcast Skills.csv" or "Lightcast Skills.json"
When the "Name the taxonomy" modal is displayed
Then the "Taxonomy name" field is pre-populated with "Lightcast Skills"
Selecting Next on the name step shows the Add a description step
Given the user is on the "Name the taxonomy" modal
And a valid name has been entered into the text field
When the user selects the Next control
Then an "Add a description" modal is displayed
And the modal includes a taxonomy description input
And the modal includes Next and Cancel controls
Entered description is saved with the taxonomy after import
Given the user is importing a taxonomy
And the user enters a description in the "Add a description" step
And the user completes the import process
When the taxonomy appears on the Taxonomies page
Then the taxonomy displays the entered description
And the description matches exactly what the user entered
Description is optional and can be skipped
Given the user is on the "Add a description" modal
When the user leaves the description blank
And the user selects the Next control
Then the import flow continues to the next step
And the taxonomy is created with no description
Selecting Next on the description step shows Assign to organizations
Given the user is on the "Add a description" modal
When the user selects the Next control
Then an "Assign to organizations" modal is displayed
And the modal provides a way to assign the taxonomy to one or more organizations
And the modal includes an option to "Assign to all organizations"
And the modal includes an Import control and a Cancel control
Selecting Assign to all organizations hides the organization dropdown
Given the "Assign to organizations" modal is displayed
When the user selects "Assign to all organizations"
Then the organization selection dropdown is hidden
And the taxonomy will be assigned to all organizations upon import
User can skip assigning organizations and complete import
Given the "Assign to organizations" modal is displayed
When the user selects import without selecting any organization
Then the taxonomy is imported successfully
And the taxonomy appears in the "No organization" list page
Cancel at any point prompts the user to confirm stopping the import
Given the user is in any step of the import flow
When the user selects Cancel
Then a confirmation dialog is displayed warning that entered details will not be saved
And the dialog includes Stop Import and Resume Import controls
Clicking Cancel on the Stop Import confirmation returns the user to the flow
Given the user is in the import flow
And the user has selected Cancel
And the "Are you sure you want to stop importing?" confirmation dialog is displayed
When the user selects "Cancel" in the confirmation dialog
Then the confirmation dialog closes
And the user remains in the current step of the import flow
And previously entered information is preserved
Confirming Stop import exits without importing
Given the stop importing confirmation dialog is displayed
When the user selects the Stop import control
Then the import flow ends
And the taxonomy is not imported
And the user is taken back to the taxonomy details page
Successful import shows a toast notification
Given the user completes the import flow
When the taxonomy import succeeds
Then a toast notification is displayed indicating the taxonomy was imported
Import errors display a clear upload error message with template download option
Given the user attempts to import a taxonomy file
When the import fails due to an invalid or unsupported file
Then an "Upload error" message is displayed
And the message explains why the file could not be imported
And the message includes a "Download template" action
And the message can be dismissed