Create a new setup page

[CarolineDenis]

Fixes #2931
Fixes #4832
Fixes #6210

Adds an initial set up page for configuring your database much like the Spwizard for Specify 6.

TODO:

Details

• Title colors are white-on-white.
• Make certain fields required (at least for user)
• Error on backend doesn't stop you from progressing onto the next step.
• Defaults for fields (So certain tree ranks can be true by default)
• Progress indicator?
• Backend should tell frontend which step to go to next. Needed to conditionally skip geography tree setup pages.
• Setup can be finished before schema is finished being created. Need to have some sort of waiting page, or speed improvement? Thinking I can change the setup so you fill out the forms first, then at the very end the database is created.
• Use new default files Feat (setup tool): Create default files for the new setup tool #7444
  • Schema overrides
  • Schema localization (english only)
  • Picklists and Global Picklists
  • Preptypes
  • Taxon treedef (per discipline) Add a new treeDefault import feature #6429
  • Geography treedef
  • Storage treedef
• Create trees
• Add documentation links
• Only use localized strings
• Add better error handling. User should be notified and sent back to the forms if anything goes wrong.
• Check if worker is set up before continuing.
• specifyuser_spprincipal table needs to exist before the setup process works on a new sp7 database. It also looks like the admin user isn't actually a proper admin. (fixed)

Future TODO:

Details

• Password confirmation input doesn't work if you input the password into it first, then fill out the normal password field.
• Notification polling seems to be causing errors on the backend when lingering on the setup page. Will investigate.
• Need schema for API
• Save form to localStorage. Also change the Save & Continue text maybe.
• Normalize all keys (recursively) on backend api requests
• Institution should have a value for all treedef fields once all trees are created. There should be api.finalize_institution or something similar.
• There should be a functioning progress bar during the setup.
• Speed up schema config localization setup. This is the biggest bottleneck in the setup process and it can be sped up significantly.
• Fix two geography tree forms showing up on the overview sidebar.
• Add documentation links and descriptions to all resources
• Move over default tree creation functions to tree folder

Checklist

• Self-review the PR after opening it to make sure the changes look good and
  self-explanatory (or properly documented)
• Add relevant issue to release milestone
• Add pr to documentation list
• Add automated tests
• Add a reverse migration if a migration is present in the PR

Testing instructions

• Use a blank DB to test this PR.
  • If using the test panel: Download this and upload a copy: https://drive.google.com/file/d/1-y1T0ecMWEhGczuSsFNW4qV7As2u5zvD/view?usp=sharing
• Try to create dbs with different disciplines. At least a paleo/geo discipline and a non-paleo/geo discipline.
• Fill out the setup forms
  • Make sure the forms look good in light mode and dark mode (It uses your system settings.)
  • You can only progress to the next form if you filled out all required fields.
  • Make sure your choices are shown in the Overview sidebar.
  • Make sure you can submit at the end.
• Make sure you can log into the database.
• NOTE: The dialog about the DB schema is expected behavior in this PR
• Make sure the defaults schema config captions and descriptions appear (not blank).
• Make sure default picklists were created correctly.
  • Note: The Agent Type picklist shouldn't exist in the schema config
• Make sure prep types were created correctly.
• Make sure all tree viewer pages load.
• Make sure the admin user's agent was created correctly. It should always have a last name.
• Make sure an empty Global Preferences file was created in App Resources.
• Note: The accounts page and stats page will show an error when opened, these will be fixed separately in Check default database constraint differences between Sp6 and Sp7 #7551
• Local testing:
  • Use an empty DB again (restore it or use a different one).
  • Stop the specify worker and try to start the setup. You should get a clear error on the frontend.
  • Make sure API endpoints work. Look at the stetup_tool section in http://localhost/documentation/api/operations/all/ for more information.
  • Make sure no migration patches are needed initially (Currently only fix_schema_config is run upon database creation, which re-runs schema related migrations)

[grantfitzsimmons]

Any specifyuser can be set as an institution admin by inserting the following, replacing the specifyuser_id with the ID of the newly created user:

INSERT INTO spuserpolicy (id, resource, action, collection_id, specifyuser_id) VALUES (1, '%', '%', null, 1);

[CarolineDenis]

NOTES:

• Add schema config
  ==> Add schema config splocalcontainer when discipline is created
  Issue:
  

• In the discipline creation backend def we need (once the disc is created):

• Create a splocalcontainer for each table in models.py (fix issue mentioned above)

• Use a default schema config json file to populate

• Compare the default with the specific one for the discipline and update only what's needed. (See what we have in https://github.com/specify/specify6/tree/master/config/botany for each disc)

• (Need to add a default schema config json in sp7 + specific ones for each discipline)

• Include discipline type picklist Create a configuration tool #7312 (comment)

• Create and Populate trees: some done with: https://github.com/specify/specify7/pull/6429/files

• Need to do geography, storage, ... [Guided Setup] - Preload tree data at instantiation #4976

• Need to add geology: [Guided Setup] - Add Geology discipline to guided setup #6279

• Databases that are not used with Specify 6 are missing Remote and Global prefs

[alesan99]

@ux-testing Had to make a quick fix, but this is ready for testing now 👍

[emenslin]

• Make sure the forms look good in light mode and dark mode (It uses your system settings.)
  • You can only progress to the next form if you filled out all required fields.
  • Make sure your choices are shown in the Overview sidebar.
  • Make sure you can submit at the end.
• Make sure you can log into the database.
• Make sure the defaults schema config captions and descriptions appear (not blank).
• Make sure default picklists were created correctly.
• Make sure prep types were created correctly.
• Make sure all tree viewer pages load.
• Make sure the admin user's agent was created correctly. It should always have a last name.
• Make sure an empty Global Preferences file was created in App Resources.

---

Only tested on light mode, but since I ran into issues I figured I would request changes now.

• The Next button in the setup forms is always orange even when the a required field is empty, although it still won't let you proceed the button should be red if you can't progress.

01-07_10.53.mp4

• You can remove root nodes and create completely empty trees
• You can't see the progress bar on small screens and can't scroll either, the only way to see it is by zooming out

• Only two picklists were created by default and one is completely empty

01-07_11.56.mp4

• PrepTypes were not created at all

• Agent Type picklist was created but doesn't exist in the schema, not sure if this is related to picklists not being created or not

01-07_12.03.mp4

• Also not sure if this is necessarily a problem with this PR or if it'll be fixed later as it's not in the testing instructions but I get this error when I open security and accounts
  Specify 7 Crash Report - 2026-01-07T17_58_01.662Z.txt

• I also get this error when opening statistics
  Specify 7 Crash Report - 2026-01-07T18_03_03.098Z.txt

[alesan99]

• The Next button in the setup forms is always orange even when the a required field is empty, although it still won't let you proceed the button should be red if you can't progress.
• You can't see the progress bar on small screens and can't scroll either, the only way to see it is by zooming out
• PrepTypes were not created at all
• Only two picklists were created by default and one is completely empty

Fixed.

Geology was missing some defaults so those are also filled in now.

• You can remove root nodes and create completely empty trees

This is expected behavior for now, any tree issues will be addressed in #7593 (The tree PR already has better functionality for creating empty trees, so I will simply port that over).

Tree rank configuration will also be improved then.

• Agent Type picklist was created but doesn't exist in the schema, not sure if this is related to picklists not being created or not

This may be related to the missing picklists, if it was it should be fixed now (might not be though)

• Also not sure if this is necessarily a problem with this PR or if it'll be fixed later as it's not in the testing instructions but I get this error when I open security and accounts
  Specify 7 Crash Report - 2026-01-07T17_58_01.662Z.txt
• I also get this error when opening statistics
  Specify 7 Crash Report - 2026-01-07T18_03_03.098Z.txt

These specific errors are related to missing tables in the database creation script (separate from this PR), so they will be addressed here: #7551
Please continue to send any errors found within the database though just to be sure

@specify/ux-testing So should be ready to test again 👍

[emenslin]

• Make sure the forms look good in light mode and dark mode (It uses your system settings.)
  • You can only progress to the next form if you filled out all required fields.
  • Make sure your choices are shown in the Overview sidebar.
  • Make sure you can submit at the end.
• Make sure you can log into the database.
• Make sure the defaults schema config captions and descriptions appear (not blank).
• Make sure default picklists were created correctly.
• Make sure prep types were created correctly.
• Make sure all tree viewer pages load.
• Make sure the admin user's agent was created correctly. It should always have a last name.
• Make sure an empty Global Preferences file was created in App Resources.

---

• The overview looks incorrect on the taxon tree setup page, the bottom is cut off and you have to scroll more

01-07_13.34.mp4

• When clicking the Create button, it will load for a second then take me back to the setup and says an error occurred, after some time I have to refresh and then it takes me to the login page.

01-07_14.06.mp4

• I checked main and Agent Type doesn't have the pick list selected in schema there either so it seems like it's not an issue
• Several picklists have size limits that are set to 100 (or just generally a much higher number than items in the picklist) when there is only a handful of items and one has a size limit lower than the amount of items in the pick list, is this expected?

• COType picklist is invalid

• Agent does not have last name if you do not enter one in