Entity, record and assignee picker
Permission-aware lookup for Users, Teams, Clients, Designers, Providers, Projects and other canonical records.
Shared componentFuture Spec 16 →Current-state summary
Entity, record and assignee picker appears across the current product but is not yet governed as one fully documented reusable component. Task Link, Owner, Collaborator and Assigned Designer controls use local dropdowns with limited record types and inconsistent Membership identities.
Interface inventory
Anatomy and verified behavior
Verification states separate observed behavior from requirements or assumptions.
| Element | Current behavior | Verification |
|---|---|---|
| Canonical interaction | Search only authorized records server-side and identify result type clearly. Show primary name plus distinguishing context such as email, Workspace, Category, Project or status. Support recent results, empty/error states, pagination and exact canonical ID; never store copied display text as the relationship. | Required reusable contract |
| Data contract | Store typed canonical relationship: record_type, record_id and optional role/context; resolve display identity from the canonical record. | Required shared storage and API behavior |
| Accessibility | Search results announce type and context; selection/removal works by keyboard; inaccessible records never appear in result counts. | Required before component is approved for reuse |
| Reuse inventory | Task Owner and links, Project Participants, Client and Designer assignment, Provider matching, Teams, commercial counterparties, record relations | Known current and future consumers |
| Current inconsistencies | Task link types are incomplete. Demo Administrator and Brad Mitchell identity conflict exists. Large-list search and duplicate-name handling are not standardized. | Observed or identified correction work |
User journeys
Current flows
Use Entity, record and assignee picker
- Render from the shared component registry
- Load canonical value and configuration
- Accept keyboard, pointer or assistive-technology input
- Validate and normalize
- Persist canonical value with provenance
- Render the same meaning in profiles, grids, filters, exports and integrations
State model
Current and expected states
Value can be entered or selected with a visible label.
Must provide a visible focus indicator without layout shift.
Must distinguish unavailable input from view-only canonical value.
Requirement is communicated in label, schema and validation—not colour alone.
Inline message explains the problem and preserves the user’s input where safe.
Async work prevents duplicate commands and remains announced.
Null, empty string, zero and empty collection retain distinct meanings.
Product rules
Non-negotiable boundaries
- Build once and reuse the same component, schema and formatter in every Workspace experience.
- Display formatting is separate from canonical storage.
- Every value has a stable field key, type, validation, privacy classification and version.
- Client validation improves usability; server validation remains authoritative.
- Equivalent values render consistently in forms, grids, profiles, filters, exports, notifications and documents.
- Search only authorized records server-side and identify result type clearly.
- Show primary name plus distinguishing context such as email, Workspace, Category, Project or status.
- Support recent results, empty/error states, pagination and exact canonical ID; never store copied display text as the relationship.
Known current limitations · 3 mapped
What is missing, broken or unverified
Future Spec 16 owns closure →- Task link types are incomplete.
- Demo Administrator and Brad Mitchell identity conflict exists.
- Large-list search and duplicate-name handling are not standardized.
Future alignment
Required evolution
- 01Promote this pattern into the approved component library.
- 02Replace local copies incrementally and retain migration adapters only where required.
- 03Add automated interaction, validation, accessibility and serialization tests.
- 04Track reuse across: Task Owner and links, Project Participants, Client and Designer assignment, Provider matching, Teams, commercial counterparties, record relations.
Current baseline
Acceptance record
- The component has one public API and canonical data contract.
- All required states are documented and tested.
- Formatting and validation are consistent across every consumer.
- Keyboard and screen-reader testing passes.
- Existing inconsistent copies have an owner and migration plan.
Reverse-spec completeness
Documentation coverage
The interface is still changing, so visual evidence and repository tracing remain intentionally incomplete.
Purpose and user outcome
DocumentedRoles and access
DocumentedRoutes and entry points
DocumentedPage and component anatomy
DocumentedFields and displayed data
DocumentedPrimary actions
DocumentedForms and validation
DocumentedStates and transitions
DocumentedEmpty, loading and error states
DocumentedResponsive behavior
PartialAccessibility behavior
PartialActivity and audit events
PartialData sources and persistence
DocumentedNotifications and automation
PartialKnown defects and limitations
DocumentedReusable component dependencies
DocumentedFuture-spec conflicts
PartialVisual and repository evidence
DeferredAcceptance of current baseline
Documented