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Expand the protocol and project default views and assignment forms - #40

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labkey-martyp wants to merge 5 commits into
release26.7-SNAPSHOTfrom
26.7_fb_assignment_form_fields
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Expand the protocol and project default views and assignment forms#40
labkey-martyp wants to merge 5 commits into
release26.7-SNAPSHOTfrom
26.7_fb_assignment_form_fields

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@labkey-martyp

@labkey-martyp labkey-martyp commented Sep 9, 2026

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Rationale

Makes the full protocol and project record visible where people actually work with it, in the ehr default views and in the Assignment data entry form. Each default view showed only a handful of the table's columns — four on project, eleven on protocol — so most of the record was reachable only through Customize Grid. On the Assignment form a row identified its protocol and project by id alone, with no way to see the protocol's description, the project's account, or which investigator owns a protocol.

Related Pull Requests

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Changes

  • Both default views now list the columns that make up the working record, and the column metadata no longer marks those columns hidden. The free-text investigator fields that predate the investigator lookup stay hidden and out of the views.
  • Both default views are now overridable, so a container can save its own default view over the module's.
  • The Protocol Assignment grid gains a read-only column showing the selected protocol's description.
  • The Project Assignment grid gains a read-only column showing the selected project's account.
  • Every protocol dropdown — assignment, arrival and birth — now identifies a protocol by its display name and its investigator, and the assignment column is wider to suit.
  • The Selenium suite covers the new columns and the dropdown text, and its protocol fixtures carry descriptions and point at real investigator records.

The protocol dropdown now shows the protocol display name with its investigator's last name, and both new columns are read-only echoes of the selected lookup row.
The protocol fixtures now point at ehr.investigators rows rather than user ids, which is what the investigator lookup actually resolves against, and they carry descriptions so the new column has something to show.
ehr.xml hides name, investigatorId, alwaysavailable and both ibc_approval columns, so un-hiding those takes an explicit false rather than a dropped tag. inves and inves2 stay hidden and drop out of the views.
The arrival and birth forms share ehr/activeProtocols with the assignment form, and the lookup store is keyed by display column alone, so all three must request the same columns or whichever loads first starves the others.
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